Modeling Business Strategy A meta-model of Strategy Maps and  Balanced Scorecards Constantinos Giannoulis Michael Petit Je...
Overview <ul><li>Business-IT alignment; links to RE </li></ul><ul><li>Problem? </li></ul><ul><li>Our Goal & Purpose; towar...
Business-IT Alignment <ul><li>Business-IT Alignment </li></ul><ul><li>Business strategy & IT strategy </li></ul><ul><li>Fi...
Problem? System Development RE (Early/Late) Enterprise Models Business Strategy Goal Models Business-IT Alignment INSTAL S...
Our Goal <ul><li>Build a unified  meta-model  for business strategy models (UBSM M ) to support existing business strategy...
Our Goal <ul><li>UBSMM: A meta-model with a pivot function that allows business strategy to be linked to enterprise models...
Towards UBSMM <ul><li>Business Strategy Meta-Models (Strategy Maps & Balance Scorecards, Value Configurations, Blue Ocean,...
Where we are today <ul><li>Business Strategy formalization </li></ul><ul><li>Strategy Maps and Balanced Scorecards </li></...
<ul><li>Strategy Maps </li></ul><ul><li>Four organizational perspectives of Balanced Scorecards (BSC): financial, customer...
SMBSC
SMBSC <ul><li>Modeling Strategy Maps </li></ul><ul><ul><li>the Strategy Map template provides the main concepts </li></ul>...
The SMBSC Meta-model
The SMBSC Meta-model <ul><li>Includes all elements of Strategy Maps and BSC </li></ul><ul><li>Generalizes some elements fo...
SMBSC Meta-model  (e.g. constraints) The Goal class <ul><li>Every goal included in a theme is also included in the strateg...
Formalization <ul><li>Telos </li></ul><ul><li>Expressiveness of advanced constraints </li></ul><ul><li>Model checking supp...
SMBSC in OWL
SMSBC in OWL (ABB case)
SMBSC in Telos
SMBSC in Telos (ABB case)
Future Work <ul><li>Formalize more business strategy methods </li></ul><ul><li>Unify the formal models for UBSMM </li></ul...
Questions? <ul><li>Constantinos Giannoulis </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li>http://constan...
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Modeling Business Strategy: A meta-model of Strategy Maps and Balance Scorecards

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Paper presented at the 5th IEEE International Conference on Research Challenges in Information Science (RCIS2011)

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  • [Title of the course] Jun 2, 2011 Copyright © 2004-2005 NameOfTheOrganization. All rights reserved.
  • [Title of the course] Jun 2, 2011 Copyright © 2004-2005 NameOfTheOrganization. All rights reserved.
  • Purpose: Facilitate modeling of strategies providing formal artifacts that currently are not existing Req. Analysts (less ambiguity, V&amp;V) Enable mapping of business strategies to enterprise models (e.g. goal models, value models, process models) Req. Analysts and all involved in development (less ambiguity, method and notation independence, V&amp;V) Improve IT alignment by linking business strategies to evolving system models Make strategy more concrete for alignment purposes Provide means of business strategy dissemination from top management across the enterprise and the opposite Supports Alignment Provide traceability that supports the identification of discrepancies between business strategy and everyday operations down to task level Also supports the dynamic needs of alignment Provide insight information to top management of the business performance Decision Makers (improved capability understanding [Title of the course] Jun 2, 2011 Copyright © 2004-2005 NameOfTheOrganization. All rights reserved.
  • the Strategy Map template provides the main concepts Applications from literature provide conceptual variations emboddied through constrains Cardinality restrictions between classes both from the template and literature
  • Strategy Maps and Balanced Scorecards (why?) A mediator between Mission, core values, Vision and Strategy to concrete operational actions using a a visual representation (template) [Title of the course] Jun 2, 2011 Copyright © 2004-2005 NameOfTheOrganization. All rights reserved.
  • [Title of the course] Jun 2, 2011 Copyright © 2004-2005 NameOfTheOrganization. All rights reserved.
  • [Title of the course] Jun 2, 2011 Copyright © 2004-2005 NameOfTheOrganization. All rights reserved.
  • [Title of the course] Jun 2, 2011 Copyright © 2004-2005 NameOfTheOrganization. All rights reserved.
  • [Title of the course] Jun 2, 2011 Copyright © 2004-2005 NameOfTheOrganization. All rights reserved.
  • [Title of the course] Jun 2, 2011 Copyright © 2004-2005 NameOfTheOrganization. All rights reserved.
  • [Title of the course] Jun 2, 2011 Copyright © 2004-2005 NameOfTheOrganization. All rights reserved.
  • [Title of the course] Jun 2, 2011 Copyright © 2004-2005 NameOfTheOrganization. All rights reserved.
  • [Title of the course] Jun 2, 2011 Copyright © 2004-2005 NameOfTheOrganization. All rights reserved.
  • [Title of the course] Jun 2, 2011 Copyright © 2004-2005 NameOfTheOrganization. All rights reserved.
  • [Title of the course] Jun 2, 2011 Copyright © 2004-2005 NameOfTheOrganization. All rights reserved.
  • Modeling Business Strategy: A meta-model of Strategy Maps and Balance Scorecards

    1. 1. Modeling Business Strategy A meta-model of Strategy Maps and Balanced Scorecards Constantinos Giannoulis Michael Petit Jelena Zdravkovic
    2. 2. Overview <ul><li>Business-IT alignment; links to RE </li></ul><ul><li>Problem? </li></ul><ul><li>Our Goal & Purpose; towards a Unified Business Strategy Meta-Model (UBSMM) </li></ul><ul><li>Where we are today </li></ul><ul><li>Future work </li></ul>
    3. 3. Business-IT Alignment <ul><li>Business-IT Alignment </li></ul><ul><li>Business strategy & IT strategy </li></ul><ul><li>Fit between business needs and IS priorities </li></ul><ul><li>Long time commitment & planning with impact on IT planning </li></ul><ul><li>focused use of IT: improved performance </li></ul><ul><li>Business Strategy links to RE </li></ul><ul><li>Context </li></ul><ul><li>Rationale for decisions </li></ul><ul><li>Resources </li></ul><ul><li>Decision making </li></ul>
    4. 4. Problem? System Development RE (Early/Late) Enterprise Models Business Strategy Goal Models Business-IT Alignment INSTAL SMBSC Value Configuration Blue Ocean B-SCP GQM <ul><li>Alignment methods are rooted in IS and not Strategic Management </li></ul><ul><ul><li>Mechanistic & unrealistic </li></ul></ul><ul><ul><li>Dynamic business vs static IT </li></ul></ul><ul><li>Only some RE methods are partially aligned to BS via direct semi-formal mappings (e.g. i* and Strategy Maps) </li></ul><ul><li>No use of distinct BS methods but only liberal use </li></ul><ul><li>Business strategy is unknown or unclear/ambiguous </li></ul>
    5. 5. Our Goal <ul><li>Build a unified meta-model for business strategy models (UBSM M ) to support existing business strategy approaches towards Business IT alignment; leverag e from goal modeling concepts and constructs (GORE, BMM, etc.) </li></ul><ul><li>Analyz e the capabilities for linking UBSM M with languages for modeling system requirements to support alignment </li></ul>
    6. 6. Our Goal <ul><li>UBSMM: A meta-model with a pivot function that allows business strategy to be linked to enterprise models </li></ul><ul><li>Formalized with defined Semantics </li></ul><ul><li>Mapping between Business Strategy Definition methods & Goal Modeling techniques </li></ul>System Development RE (Early/Late) Enterprise Models Business Strategy Goal Models Business-IT Alignment INSTAL SMBSC B-SCP GQM Value Configuration Blue Ocean UBSMM
    7. 7. Towards UBSMM <ul><li>Business Strategy Meta-Models (Strategy Maps & Balance Scorecards, Value Configurations, Blue Ocean, etc.) </li></ul><ul><li>Formalization (OWL & Telos) </li></ul><ul><li>Concept Unification: UBSMM </li></ul><ul><li>Support alignment methods </li></ul><ul><li>Mappings to goal modeling notations (i*, KAOS, Tropos, etc.) </li></ul><ul><li>Validation via test cases </li></ul><ul><ul><li>How does UBSM support/improve alignments methods?) </li></ul></ul><ul><ul><li>Mapping between strategy and development </li></ul></ul>
    8. 8. Where we are today <ul><li>Business Strategy formalization </li></ul><ul><li>Strategy Maps and Balanced Scorecards </li></ul><ul><ul><li>To UML meta-model </li></ul></ul><ul><ul><li>To OWL & Telos </li></ul></ul><ul><li>provides: </li></ul><ul><li>consistency </li></ul><ul><li>correct instantiation </li></ul><ul><li>the process of formalizing raises unseen questions </li></ul><ul><li>properties & constraints are discovered </li></ul><ul><li>clear & unambiguous abstract syntax of our meta-model(s) </li></ul><ul><li>additional operations (model integration) </li></ul><ul><li>difusion and reusability </li></ul>
    9. 9. <ul><li>Strategy Maps </li></ul><ul><li>Four organizational perspectives of Balanced Scorecards (BSC): financial, customer, internal, learning and growth </li></ul><ul><li>Both external & internal (all business activities) </li></ul><ul><li>Structure: Cause-effect links/assumptions </li></ul><ul><li>Build top-down (causality is bottom-up) </li></ul><ul><li>Communicate direction and priorities </li></ul><ul><li>Balanced Scorecards </li></ul><ul><li>Objectives </li></ul><ul><li>Measures, </li></ul><ul><li>Targets, </li></ul><ul><li>Actions </li></ul>SMBSC
    10. 10. SMBSC
    11. 11. SMBSC <ul><li>Modeling Strategy Maps </li></ul><ul><ul><li>the Strategy Map template provides the main concepts </li></ul></ul><ul><ul><li>Applications from literature provide conceptual variations emboddied through constrains </li></ul></ul><ul><ul><li>Cardinality restrictions between classes both from the template and literature </li></ul></ul>
    12. 12. The SMBSC Meta-model
    13. 13. The SMBSC Meta-model <ul><li>Includes all elements of Strategy Maps and BSC </li></ul><ul><li>Generalizes some elements for applicability (Groups) </li></ul><ul><li>Introduces explicitely user defined groups and perspetives </li></ul><ul><li>Separates classes and instances (application) </li></ul><ul><li>Constraints expressed in a structured manner </li></ul>
    14. 14. SMBSC Meta-model (e.g. constraints) The Goal class <ul><li>Every goal included in a theme is also included in the strategy map for which the theme is defined. </li></ul><ul><li>For goals in the financial perspective no initiatives are launched because targets capture the results of initiatives from the other perspectives. </li></ul><ul><li>Every goal must influence another goal, except in the financial perspective where a top-goal may exist. </li></ul><ul><li>A goal belonging to a theme must belong to the same strategy map in which this theme belongs to . </li></ul><ul><li>A goal belonging to either the Customer Perspective or the Internal perspective may influence another goal, which belongs either on the same perspective or the one above (Top-down: financial, customer, internal, learning & growth). Whereas a goal belonging to the Learning & Growth perspective can only be influenced by another goal belonging into the same perspective (there exists no perspective below) and similarly, a goal belonging to the financial perspective can only influence a goal belonging in the same perspective (there exists no perspective above). </li></ul><ul><li>… </li></ul>
    15. 15. Formalization <ul><li>Telos </li></ul><ul><li>Expressiveness of advanced constraints </li></ul><ul><li>Model checking supported by tools (conceptbase) </li></ul><ul><li>BUT cannot reason about the model and integrate others </li></ul><ul><li>OWL </li></ul><ul><li>Supports integration </li></ul><ul><li>Establish rules for mappings (OMG) </li></ul><ul><li>Advanced reasoning </li></ul><ul><li>Widely accepted and used </li></ul><ul><li>BUT derivation is not supported </li></ul>
    16. 16. SMBSC in OWL
    17. 17. SMSBC in OWL (ABB case)
    18. 18. SMBSC in Telos
    19. 19. SMBSC in Telos (ABB case)
    20. 20. Future Work <ul><li>Formalize more business strategy methods </li></ul><ul><li>Unify the formal models for UBSMM </li></ul><ul><li>Integrate more business strategy methods </li></ul><ul><li>Validate UBSMM with cases </li></ul><ul><li>Map and evaluate how UBSMM can support/complement alignemnt methods </li></ul><ul><li>Map and evaluate how goal modeling languages (i*, KAOS, BMM, etc.) can express business strategy using UBSMM </li></ul>
    21. 21. Questions? <ul><li>Constantinos Giannoulis </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li>http://constantinos.blogs.dsv.su.se / </li></ul></ul><ul><li>Jelena Zdravkovic </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li>http://jelena.blogs.dsv.su.se/ </li></ul></ul><ul><li>Micha ë l Petit </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li>http://www.fundp.ac.be/universite/personnes/page_view/01002983/ </li></ul></ul>

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