GEM for Continuous Quality Improvement

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    GEM for Continuous Quality Improvement - Presentation Transcript

    1. DRAFT COPYRIGHT RESERVED, ROY E. ROEBUCK III, 1987-1993. December 25, 1993
    2. ROY ROEBUCK ENTERPRISE ENGINEERING Author's Note: I'm circulating this document as a draft. I'm working on a more detailed version for publishing. I'd appreciate any feedback. I'll include any feedback sources in my footnotes and dedications. This document presents my personal interpretation of ideas and experiences in management, physical and social sciences, and philosophy. It integrates these ideas into a model for understanding the world, our place in it, and our response to it. This document is written for the college level and beyond. Portions of the document will seem clear and almost intuitive. Other portions will seem hard to grasp. Taken as a whole, it can seem overwhelming initially. My experience has been that most readers don't get the whole picture the first time through this document. Your feedback can help to rectify that. Thanks. RR. INTRODUCTION: This document presents a general purpose concept from which to develop competitive networked enterprises. The enterprise reaches these competitive gains through effective utilization of information. This concept provides a framework for integrating business, technological and cultural change towards this competitive gain. Implementation of this concept provides a method of continuous quality improvement for most types and sizes of computer-networked organizations. Today's individual and group enterprises are generally operating at less than their potential. I propose that this is primarily because the enterprise does not manage the information flowing and forming within and around it. As a result, the enterprise focuses on non-value added elements, rather than on meeting and exceeding its requirements. The following questions put this situation in a contextual framework. D you w t o decrease ent erprise operat i ng cost s? o ant D you w t o i m o ant prove operat i ve and admni strat i ve perform i ance? D you w t o i dentify w ed resources? o ant ast D you w t o i dentify non-val ue added act i vi t i es? o ant D you w t o i dentify excessi ve dupl i cat i on? o ant D you w t o i ncrease t he sat i sfact i on of your m o ant anagem , m bers, suppl i ers and cust om ent em ers? D you w t o i ncrease account abi l i t y? o ant D you w product i on t o adapt t o requirem s? o ant ent D you w t o enabl e responsi bl e persons t o have det ai l ed and current aw o ant areness of their area of responsi bi l i t y, and t he dynam situat i ons w t hi n and around i t ? ic i D you w control l ed, accurat e and t i m y ent erprise i nform i on i n response t o queries, del i vered i n seconds or o ant el at mnut es or hours rat her than days or w i eeks or m hs? ont o ant plify m D you w to integrate and sim anagem of al l ent erprise act i vi t i es, f unct i ons, r esources and requirem s? ent ent D you w t o operat e froma si ngl e secure pool of di stribut ed i nform i on and dat a rat her than a fragm ed, i nsecure, o ant at ent and incom et e m of separat e files? pl ass PAGE 2
    3. ROY ROEBUCK ENTERPRISE ENGINEERING D you w t o enabl e every m ber of an ent erprise t o understand t heir rol e and t o see i t s i m o ant em portance w t hi n t he l arger i fram ork of the ent erprise mssi on and vi si on? ew i D you w your ent erprise and t eamm bers buyi ng-in t o ent erprise perform o ant em ance and t o draw out t heir comi t m t o m ent change and qual i t y? D you w your ent erprise m bers to achi eve t heir hi gher indi vi dual pot ent i al ? o ant em o ant i D you w your ent erprise t o operat e w t h sm h and control l ed m i ons, com oot ot parabl e t o a trai ned at hl et e? o D you w a m ant ent anagem approach w com by m el ed anagem , l abor , and cust om al i ke? ent ers If you answ yes to any of these quest i ons, t hi s docum di spl ays howt o achi eve t hese capabi l i t i es, i n t he near term er ent . PROLOG: D i pl ent et escribed w t hi n i s a rel at i vel y qui ck i m em at i on m hod for a net w orked ent erprise, at a l ow cost per m ber . T s em hi t echni que gi ves t he ent erprise a t ool ki t t hat provi des al l t he capabi l i t i es i dent i f i ed i n t he precedi ng quest i ons, w t h a correspondi ng i synergistic increase in productivity. T i deas contained here t ook formover the period from1982, begi nni ng as a proj ect for m M er' s degree. I rel ease t hi s i nform i on i nt o he y ast at t he publ i c dom n. Y m copy and di stribut e t hi s docum freel y, and appl y as you see f i t , gi vi ng m credit for the i nform i on ai ou ay ent e at cont ai ned herei n w ch you use. hi W t o t he fol l ow ng address if you have quest i ons, coment s, cr i t i ques, suggest i ons, and m especi al l y i m em at i on case studies. I rite i m ost pl ent amavailable to consult on the concept , and its im entation in various technical configurat i ons. I n ret urn for the use of thi s concept , I ask plem that you rew m in relation to the financial benefit this concept brings to your ent erprise. ard e R R oy oebuck P. O . B 4346 . ox Fal l s Church, V 22044-0346 A Phone: 703- 892- 5237 Fax/ D a: at 703- 892- 2351 Internet: r oebuckr @m com t n. PAGE 3
    4. ROY ROEBUCK ENTERPRISE ENGINEERING A SYSTEMS APPROACH TO ENTERPRISE ENGINEERING ·CHANGING THE ORGANIZATION ·CONTINUOUS QUALITY IMPROVEMENT ·ENTERPRISE MODELING SECTI O I : N CNE O C PT. T docum presents an int egrat ed m t i di sci pl i nary approach t o ent erprise engi neering, enhanci ng t he concept s of reengi neeri ng. his ent ul M i nt ent i s t o ai d al l ent erprises i n cont i nuousl y i m y provi ng t heir hum and busi ness qual i t y. an I offer to hel p each ent erprise inform /appraise/notify/acquaint itself w itself and its environm ith ent. T s particul ar approach i nvol ves t he i nt egrat ed change of the ent erprise' s hum and busi ness com hi an ponent s. I t does t hi s froma perspect i ve of cont i nuous qual i t y i mprovem (C I), by appl yi ng a specific t echni que I cal l general ent erprise m i ng (G M ent Q odel E ). In this regard, I viewthe enterprise as a singl e dynamcal subsyst emw t hi n a l arger dynamcal syst em i t s environm . i i i , ent PAGE 4
    5. ROY ROEBUCK ENTERPRISE ENGINEERING CUSTOMER FOCUSED ACTIVITY CUSTOMER MEASURE CUSTOMER SATI SFACTI ON PRODUCE REQUI RED PRODUCTS SUPPLIER IMPROVE PRODUCTI ON T s di agramrepresent s t he perpet ual flowof inform i on bet w a suppl i er of a product (goods or servi ces) , and t he cust om of that hi at een er product , wt h t he flowreferred t o as t he C om Focus. i ust er U this concept , t he basis of al l Suppl i er operat i ons i s t he C om and t heir R nder ust er equirem s. ent ust er ent s Focusi ng on t he C om requirem draw t he Suppl i er tow ards cont i nuous i mprovem , because t he C om w l l expect al w ent ust ers i ays higher quality products (goods and servi ces) as t i m passes. e T s cont i nuous i m hi provem i s at t he heart of qual i t y m ent s. ent ovem T first phase m he easures t he C om sat i sfact i on w t h t heir current environm , i ncl udi ng t hose product s provi ded by t he Supplier. The ust er i ent Supplier' s potential requirem s com fromt he C om s needs t hat fal l i nt o Suppl i er mssi on/ purpose areas. I t current l y doesn' t m t er ent e ust er' i at w source the C hat er et. ustom is using to get these needs m It is up to the Supplier to strive to satisfy them if it is w n t heir mssi on/ purpose , ithi i area. Wt h aggressi ve efforts at E i i ust er xpect at i ons, t he Suppl i er w l l evol ve t ow xceedi ng C om E ards bei ng t he Suppl i er of C ce by i t s hoi entire potent i al C om base. ust er PAGE 5
    6. ROY ROEBUCK ENTERPRISE ENGINEERING CONTINUOUS IMPROVEMENT (IDEAS AND TERMS) MEASURED CORE PRODUCT DELI VERY CUSTOMER MEASURED MEASURED CUSTOMER MEASURED PRODUCT SUPPORT CORE SERVI CE SATISFACTION OF CUSTOMER PRODUCT PRODUCT DELIVERED MEASURED CUSTOMER RELATI ONS ( SUPPLI ER CULTURE) CUSTOMER SATISFACTION PRODUCTION PRODUCT = A RESOURCE, A CREATED FOR CUSTOMER GOOD OR SERVICE. PRODUCTS PROCESS = AN ACTIVITY FOR CREATING A SUPPLIER PROCESSES PRODUCT. STRUCTURE = THE FRAMEWORK FOR STRUCTURE DISTRIBUTING A PROCESS AND ITS PRODUCT. CULTURE CUSTOMER = ANY POSITION, PERSON, OR PROCESS, WHETHER INTERNAL OR IMPROVEMENT FOR CUSTOMER SUPPLIER EXTERNAL TO THE ENTERPRISE, THAT COMPOSITION REQUIRES AN ENTERPRISE PRODUCT AS CUSTOMER FOCUS INPUT. The follow illustrate a process focusi ng on t he cust om ing er. T suppl i er m he er i easures t he cust om sat i sfact i on w t h a product , w her their product or a com i t or' s. T m het pet hey easure sat i sfact i on w t h i cust omer-support before product del i very, t he product-del i very, t he product i t sel f , t he cust omer-servi ce after the del i very, and t he customer-relations interactions during the entire cycle. A m fter easuring the satisfact i on, t hey det ermne the quality and quantity of cust om expect at i ons, t heir requirem s. i er ent If the suppl i er can m t he expect ed product qual i t y charact eristics and quant i t i es of the cust om , t hey m choose t o produce t he product eet er ay using their existing processes and structure. If the supplier cannot m t he expect ed qual i t y charact eristics and quant i t i es, t hey m choose t o i m eet ay prove t heir product , and/ or the process and structure that creates it or supports it. T supplier then provides their product , m he easures t he cust om sat i sfact i on, and begi ns t he process agai n. er PAGE 6
    7. ROY ROEBUCK ENTERPRISE ENGINEERING THE SUPPLIER/CUSTOMER CHAIN THE PHYSICAL ENVIRONMENT RECYCLER (BASIC RESOURCES/PRODUCTS) (NATURAL AND INDUSTRIAL INORGANIC MATERIAL (UNEXTRACTED OR PROCESSED) RECYCLING OF BY-PRODUCTS TO ORGANIC MATERIAL (UNHARVESTED OR PROCESSED) PRODUCE MATERIAL AND ENERGY, ENERGY (UNHARNASSED OR PROCESSED) AND RECORDING/SHARING OF HUMAN KNOWLEDGE (INITITAL INSIGHTS/EXPERIENCE OR PROCESSED) KNOWLEDGE) CUSTOMERS ONLY CUSTOMER WANT TO PAY FOR SUPPLIER ALL CUSTOMERS ARE (CONSUMER= THE ADDED VALUE (EXTRACTOR) INTERNAL CUSTOMERS, IF BY-PRODUCT THEY REQUIRE. IF YOU DEFINE THE ENTERPRISE SUPPLIER) THEY DON'T BOUNDARY BROADLY REQUIRE IT, IT HAS ENOUGH. THE PRIMARY NO VALUE TO THEM. SUPPLIER IS THE DYNAMICAL PHYSICAL ENVIRONMENT. SUPPLIER (REFINER) SUPPLIER (VAA) SUPPLIER (VALUE SUPPLIER SUPPLIER ADDED (VAA) (VAA) ACTIVITY -VAA) NOTE: INTERCHANGE OF INFORMATION, AND EXCHANGE OF MATERIAL, ENERGY, AND/OR CURRENCY A nother key point in keeping a custom focus is that w all are part of a long supplier/custom chain. er e er N custom w o er illingly pays for som ething they don' t receive or don' t w . ant It is the supplier' s responsibility to eliminate those activities fromthe production process that add no significant direct or indirect value for the er cust om . They do t hi s by m ng m aki ent easurem of cust om sat i sfact i on and consi derat i on of w t he cust om w / expect as the er hat ers ant starting of the production process. PAGE 7
    8. ROY ROEBUCK ENTERPRISE ENGINEERING CONTINUOUS IMPROVEMENT CULTURE CUSTOMER SATISFACTION PRODUCTION PRODUCT IMPROVEMENT CONTINUOUS QUALITY IMPROVEMENT T culture of the enterprise can either enable or disable the custom focus and its product/process/structure im he er provem cycles. ent W a custom ith er-focused culture, a continuous quality i mprovem ent erprise can form ent . Enterprises that focus on their products, processes, structure, and/or culture are going to be less effective at adapting and surviving in their changi ng w orld. T things are im hese ith portant , and m be considered. H ever, w any of these things as a principal enterprise focus, t he ust ow enterprise' s past becom an anchor in a journey to the enterprise goals, rather than a rudder and sails. W a custom focus as rudder and es ith er sails, the enterprise can ride out the turbulent storm of change on the w to its destination. s ay T em o phasize the spiral-life-cycle of continuous qual i t y i mprovem , t hi s expanded suppl i er/cust om m ent er odel show t he perpet ual flow of s improvem efforts and the im ent portance of an enterprise culture that is open t o m anagem of change. ent Acritical elem of an open culture and a custom focused enterprise i s effect i ve and effici ent i nformng, i nvol vi ng, and coordinating ent er i m hods. et PAGE 8
    9. ROY ROEBUCK ENTERPRISE ENGINEERING IMPROVING THE CUSTOMER SATISFACTION LIFE-CYCLE ACHIEVE: 1. FASTER RESPONSE; MEASURED QUALITY LOWER COST; IMPROVEMENT HIGHER QUALITY; AND 4. 1. GREATER ADAPTABILITY. 2. 1. MEASURE SATISFACTION 3. MEASURED QUALITY 4. PROVIDE IMPROVEMENT PRODUCT CYCLE EXPECTED CYCLE TIME 1. MEASURE TIME =40 UNITS SATISFACTION 2. IDENTIFY BASELINE REQUIREMENTS CREATE CONTINUOUS IMPROVEMENTS BY: LEADERSHIP/MANAGEMENT/MEMBER DEVELOPMENT; REDUCING PROCESS/SYSTEM COMPLEXITY (SIMPLIFYING); 3. PRODUCE PRODUCT INCREMENTAL PROCESS/SYSTEM IMPROVEMENTS; PROCESS/SYSTEM (RE)ENGINEERING; AND TECHNOLOGY INSERTION. CURRENT CYCLE CYCLE TIME =100 UNITS TIME s A a result of continuous quality im ent provem , decreased tim is necessary to com e plete a production cycle. T graphic illustrates the intent his behi nd such i mprovem efforts as T Mand B ent Q usiness Process Reengi neering. T overall intent of the custom focus, froma supplier (operational) perspective, i s to continuously reduce the cycle tim of a product i on he er e his s ore transaction. T allow the supplier to respond m quickly t o cust om dem er and, adapt t o changes i n t he environm , and t o save t i m ent e and m oney i n performng t he m i hi ission. Thi s corresponds t o t he princi pl e of accom i shi ng t he mssi on (effect i ve operat i ons) w l e pl i conserving resources (efficient operations). PAGE 9
    10. ROY ROEBUCK ENTERPRISE ENGINEERING A CUSTOMER FOCUSED ENTERPRISE ACTIVITY MODEL SUPPLI ER SUPPORT 0. SATI SFY CUSTOM ERS, ACHI EVE PURPOSE, P R O M M SSI O EFR I N PRODUCT 1. M EASURE CUSTOMER SATI SFACTI O N PRODUCT SERVI CE 1. 1. CURRENT ( AS- I S) SATI SFACTI ON STATE SUPPLI ER/ CUSTOMER RELATI O S N 1. 1. 1. SUPPLI ER SUPPORT ( PROCESS/ STRUCTURE) CHARACTERI STI CS 1. 1. 2. PRODUCT CHARACTERI STI CS 1. 1. 3. PRODUCT SERVI CE CHARACTERI STI CS ( AFTER DELI VERY) CUSTOMER 1. 1. 4. SUPPLI ER/ CUSTOMER RELATI O SN 1. 2. FUTURE ( DESI RED/ EXPECTED) SATI SFACTI ON STATE 1. 2. 1. SUPPLI ER SUPPORT ( PROCESS/ STRUCTURE) CHARACTERI STI CS 1. 2. 2. PRODUCT CHARACTERI STI CS 1. MEASURE CUSTOMER 1. 2. 3. PRODUCT SERVI CE CHARACTERI STI CS ( AFTER DELI VERY) SATISFACTION 1. 2. 4. SUPPLI ER/ CUSTOMER RELATI O SN 2. DETERM NE CUSTOMER PRODUCT REQUI REM I ENT LI FE CYCLE 2. 1. REQUESTED PRODUCTS ( GOODS/ SERVI CES) 2. 2. APPROVED PRODUCT REQUI REMENTS 2. 3. AUTHORI ZED PRODUCTS 2. 4. ALLOCATED PRODUCTS 2. 5. ASSI GNED PRODUCTS 3. PRODUCE REQUI RED PRODUCTS ( GOODS/ SERVI CES) 3. 1. I M PROVE PRODUCTI ON DESI GN CHARACTERI STI CS 3. 1. 1. PRODUCT DESI GN CHARACTERI STI CS 3. 1. 2. PRODUCTI ON PROCESS DESI GN CHARACTERI STI CS 3. 1. 3. PRODUCTI ON STRUCTURE DESI GN CHARACTERI STI CS 3. PRODUCE REQUIRED 3. 2. RESOURCE AND SCHEDULE ( PROGRAM) PRODUCTI ON & I M PROVEMENTS PRODUCTS 3. 3. BUDGET FOR PRODUCTI ON AND I MPROVEMENTS 3. 4. DEVELOP/ ACQUI RE PRODUCTI ON AND I M PROVEM ENT COMPONENTS SUPPLIER PRODUCT ( GOODS/ SERVI CES) 3. 5. FORM PRODUCTI ON SYSTEM 3. 5. 1. PRODUCTI ON STRUCTURE 3. 5. 2. PRODUCTI ON PROCESSES 3. 5. 3. PRODUCTS PRODUCTI ON PROCESSES 3. 6. D STRI BUTE PRODUCTI O I N PRODUCTI ON STRUCTURE 3. 6. 1. PRODUCTI ON STRUCTURE 3. 6. 2. PRODUCTI ON PROCESSES 3. 6. 3. PRODUCTS 4. PROVI DE PRODUCTS 3.1 IMPROVE 4. 1. DELI VER PRODUCTS 4. 2. ACCOUNT FOR PRODUCTS PRODUCTION 4. 3. UTI LI ZE PRODUCTS 4. 3. 1. OPERATE PRODUCTS 4. 3. 2. CONSUME PRODUCTS 4. 4. M NTAI N PRODUCTS AI 4. 5. D SPOSE- O PRODUCTS I F hi s pl T s di agramshow an exam e of the t op l evel A i vi t y of a C om Focused ent erprise. I t show a product i on life-cycl e for a singl e ct ust er s suppl i ed product . U t hi s m as t he basi s for B ness Process R se odel usi eengi neering and for shi f t i ng t he focus of the ent erprise t owards t he cust om . er hi er n E0 T s di agramout l i nes t he act i vi t i es of a cust om focused ent erprise. A ID F form t ed A i vi t y M of thi s out l i ne i s at encl osure 1, at ct odel N 3. ode T m s i n t hi s docum , and t hose at encl osures 1 and 2, are not absolute right answ for the supplier enterprise, but are a start point he odel ent ers for facilitating the engineering of the enterprise. PAGE 10
    11. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 06/17/93 X WORKING READER DATE CONTEXT: PROJECT: FORM A CONTINUOUS QUALITY REV: DRAFT IMPROVEMENT ORGANIZATION Top RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION Enterprise Executive Enterprise Enterprise Enterprise Enterprise Existing Existing Engineering Emphasis on Model User Budgets Schedules Mission Laws Economic Methods Enterprise Requirements Purpose Conditions Integration EEM Customer Customer Reliance Requirements Product Member Quality Role/ FORM A Measurements Identity CONTINUOUS Process Enterprise Managed QUALITY Quality Measurements Objects IMPROVEMENT Structure Enterprise ORGANIZATION Quality Measurements Culture Adjusted Product Enterprise Demand Boundary Higher Within Customer Environment 0 Satisfaction Enterprise Enterprise Support Members Appropriate Systems Product Inventory Purpose: To create a single generalized model for building and maintaining a continuous quality improvement organization, for Life-Cycle application by specific enterprises. By-Products Viewpoint: The perspective of full awareness of an Dynamic enterprise, equivalent to a fully conscious, aware, Enterprise experienced, and knowledgeable person. Model Dynamic Scope: Any Organization Enterprise Enterprise Culture NODE: -0 TITLE: NUMBER: Top Level Activity, Forming a CQI Organization s pl E 0 ct odel ont ode ust er nt Thi s di agramshow an exam e of an ID F A i vi t y M t op l evel , or C ext (N -0) , di agramof the C om Focused E erprise m at enclosure 1. odel To com plete the A odel odel ctivity M for the ent erprise, t he m ers m have som det ai l ed i nform i on about t he ent erprise. E pl es of ust e at xam such det ai l ed i nf or m i on are above, bel ow and t o t he l eft of t he A i vi t y bl ock l abel ed FO MA C N N O S Q A TY at , ct R O TI U U U LI IMPROVEM ENT ORGANI ZATI ON . T inform he ation to the right of the A ctivity block relates to w the enterprise seeks to achieve, t heir desired goal or output. hat W this inform ith ation, the modelers can begin to look at howto m their existing enterprise functional activities to this m ap odel. T result is he an enterprise-specific C om Focused A i vi t y M . ust er ct odel Auseful context in perform Bing usiness Process R eengineering is to look at the enterprise relations to its larger environm . O w t o ent ne ay do this is to track all enterprise inputs (left) and controls (above) to their m fundam ost ental source. W this perspective, i dentify those ith environmental elem that effect (top, left, below or are effected-by (right) the enterprise and consider themin the m ents ) odeling efforts. PAGE 11
    12. ROY ROEBUCK ENTERPRISE ENGINEERING GENERAL ENTERPRISE MODEL LOCATION STRUCTURE REQUIREMENT ORGANIZATION LIFE CYCLE STRUCTURE CROSS INDEX PRODUCTION RESOURCE UNIT (BILLET) CATEGORY STRUCTURE ACTIVITY FUNCTION MODEL STRUCTURE his T continual flow of im ent provem , focused on custom satisfaction, w er ould derive froma single dynam representation of the ent erprise, ic its custom and its environm , as show above. I call this dynam representation of enterprise a G ers, ent n ic eneral E erprise M , G M nt odel E . Fromthe GM w can generat e a near infini t e num of vi ew of the ent erprise, on an ad-hoc or rout i ne basi s, creat i ng an E erprise E, e ber s nt Inform ation System(EIS), enhancing the inform ing/involving/coordination ability of the enterprise. The precedi ng C I m Q odels are exam es of vi ew derived fromt hi s m . pl s odel e ai er W creat e and m nt ai n a suppl i er ent erprise t hat i s cust om focused and cont i nuousl y i mprovi ng by bui l di ng t hi s E fromt he G , IS EM show here and described i n subsequent pages. n Just as the C I vi ew w derived fromand supported by t he G M ot her vi ew such as t he U D Q as E, s, S epartm of D ent efense Funct i onal Process Improvem E erprise M , or correspondi ng C ent nt odel orporate Models fromother organizations, coul d be derived and supported. A of these display form flow and relationship patterns of business, culture, and technology. ll s, s, PAGE 12
    13. ROY ROEBUCK ENTERPRISE ENGINEERING CONTINUOUS IMPROVEMENT CULTURE GENERAL ENTERPRISE MODEL CUSTOMER LOCATION STRUCTURE SATISFACTION PRODUCTION REQUIREMENT ORGANIZATION LIFE CYCLE STRUCTURE PRODUCT CROSS INDEX PRODUCTION IMPROVEMENT RESOURCE UNIT (BILLET) CATEGORY STRUCTURE CONTINUOUS ACTIVITY FUNCTION QUALITY MODEL STRUCTURE IMPROVEMENT These sym s t oget her represent t he concept of creat i ng and m nt ai ni ng an ent erprise t hat appl i es t he C I phi l osophy. T bol ai Q hey represent bui l di ng and m nt ai ni ng an ent erprise specific C i nous Q i t y Im ai ont ual provem ent erprise, usi ng t he G Mas a st artpoi nt and m ent E ecahni sm. A ent erprise specific i m em at i on of the G Mi s cal l ed a dynamc ent erprise m , D M A D Mserves as a net w n pl ent E i odel E . E orked, aut omated environm t o m ent anage t he life cycl e of al l ent erprise resource requirem s and t o track ent erprise perform ent ance, am ot her uses. ong he E T D Mi s a t ool for int egrat i ng and m anagi ng hum cul t ural change and busi ness change such as T al Q i t y M an/ ot ual anagem (T M or ent Q ) Servi ce (T S , process i m Q) provem , busi ness reengi neering, st affing and struct uring, act i vi t y-based cost i ng, and sust ai ned corporat e ent m ent E anagem . Froma l eadershi p perspect i ve, t he D Mal l ow t he l eaders to scan t he i nt ernal and ext ernal environm and det ermne s ent i contextual inform ation. T use that resultant environm hey ental context inform ation as input to their direction-setting act i vi t y. T s, i n t urn, hi provides the defined future state and t he direct i on t o go i n achi evi ng t hat fut ure st at e. T strat egi c pl anni ng process t hen begi ns m he anagi ng ards he oul t he change of the ent erprise t ow t hat fut ure st at e. T l eader' s direct i on set t i ng act i vi t y w d fit w t hi n t he cust om focus m , i er odel because the leader' s requirem is for the enterprise to achi eve t he fut ure st at e ent A C I cul t ure funct i ons by sensi ng and adapt i ng t o i nt ernal and ext ernal change, al l ow ng t he ent erprise t o respond t o i t s cust om Q i er requirem s and i t s environm . ent ent Q EM EM i Toget her the C I cul t ure and t he G / D form a dynamc managem environm , anal ogous t o a person' s senses, r eflexes, ent ent aut onomc nervous syst em and m ory. i , em These sym s can serve as ent erprise C om Focus l ogos. A so consi der usi ng t hese l ogos i n briefings and l i t erat ure t o hel p t he bol ust er l supplier' s internal and external custom understand their context and relat i ons t o each ot her . ers PAGE 13
    14. ROY ROEBUCK ENTERPRISE ENGINEERING DYMANIC ENTERPRISE MODEL (USER PERSPECTIVE) ORGANIZATION WHO IS RESPONSIBLE? LOCATION WHO HAS THE AUTHORITY? WHO HAS THE RESOURCES? WHERE IS IT DONE? PRODUCTION UNIT (BILLET) REQUIREMENT WHEN? WHO DOES THE WORK? CROSS INDEX HOW MANY? USER QUERY HOW OFTEN? HOW MUCH? FUNCTION WHAT IS DONE? WHY IS IT DONE? RESOURCE WITH WHAT IS IT DONE? ACTIVITY FOR WHAT OUTCOME IS IT DONE? HOW IS IT DONE? A a resul t of bui l di ng t he D M answ to basi c quest i ons about things of interest to an enterprise com w t h speed, val i di t y, and s E, ers e i com et eness, froma num of vi ew pl ber s. E pl es of such quest i ons are: w xam here, w w w , how w t h w , f or w , how m ho, hy, hat , i hat hat any, how m uch, how of t en, and/ or when. A ent erprise m be abl e t o answ quest i ons such as these, singl y or in com nat i on, as quickly and fully as possi bl e, t o reduce ny ust er bi production cycle tim and cost . D e ecisions com fromthe results of such questions. e E m ber or distinct group w ach em ithin the enterprise could use the DMto build an interest profile as a derivat i on of the D M W this E E . ith profile, w then use various inform techniques/technologies to explore, m e ing ine, and link-to internal and external inform ation sources for relevant inform he s ation on predefined and ad-hoc schedules. T interest profile al l ow t he m bers/groups t o be aut om i cal l y i nform em at ed by t he D M E. . PAGE 14
    15. ROY ROEBUCK ENTERPRISE ENGINEERING ENTERPRISE ENGINEERING PRECEPTS We are always part of something bigger. (OUR ENVIRONMENT IS A KNOWN SUBSYSTEM OF A GREATER AND LARGELY UNKNOWN INTERCONNECTED CONTINUUM.) Everything relates to everything else, either directly or indirectly. (ALL THINGS IN THE WORLD ARE SUBSYSTEMS, ALL DIRECTLY OR INDIRECTLY INTERDEPENDENT.) People navigate because they know where they want to go (the big picture) and how they want to get there (the path to follow). If you aren't navigating, you're adapting to needs of the moment. (PERSONS VISUALIZE CHANGE, BASED ON THEIR DEGREE OF PERCEPTION OF THE HIGHER CONTEXT OF THEIR SUBSYSTEM.) Expect opportunities and they'll find you. (CHOICE IS MADE IN RESPONSE TO AWARENESS OF OPPORTUNITIES FOR CHANGE PRESENTED BY OUR CURRENT ENVIRONMENT.) Point, Plan, Implement, Assess, Adapt = Navigating on a Journey . (PURSUIT OF A VISION REQUIRES CONTROLLED AND DIRECTED ACTION TO BRING THAT VISION TO REALITY.) SECTI O I I : N SU R I N B L EFS. PPO T G E I he s i odel et hey y T diagramabove show t he basi c premses for thi s enterprise m i ng m hod. T reflect m personal integration of scientific, social, and system s/spiritual concepts. PAGE 15
    16. ROY ROEBUCK ENTERPRISE ENGINEERING THE EXPANDING WHEEL OF KNOWLEDGE SYSTEM SOCIETY SCIENCE NOTE: Experience Evolving and Insight Mind T guiding definition of m he ent odel anagem in this m i ng t echni que i s M anagem i s t he resol ut i on of com exi t y and di versity i n sci ence ent pl and society into a systemof control l ed order. ( Encycl opedi a of M anagem , 1963). ent T s di agram i s a concept ual represent at i on of recorded hum know edge. I t i l l ustrat es t hat m hi an l anagem i s t he t ask of gui di ng the ent progressi on and i nt egrat i on of percept i on. T s progressi on m hi oves fromone dom n of know edge t o t he next (for exam e, phi l osophy as ai l pl basis of m atics, i n turn as basis of physics, etc. ). athem Indi vi dual s and cul t ures w t hout an effect i ve m i anagem phi l osophy show w correl at i on bet w sci ence, t heir soci et y, and t hei r ent eak een s pl i bel i ef-syst em (for exam e, t heol ogy and phi l osophy). Wt hout a strong m anagem phi l osophy w ng t o find overlappi ng pat t erns and ent orki si ml ar i t i es i n know edge dom ns, t he l i kel i hood of resol vi ng t he com exi t y and di versity of day-to-day exi st ence i nt o si m er stat es i s i l ai pl pl di m ni shed. If an individual or culture cannot reconcile their belief-system science, and social patterns, t hen t hey w l l cont i nual l y operate i s, i fromdualistic and exclusionary basic assum ptions, rather than unitary and i ncl usi ve basi c assum i ons. pt i pt ) Wt h basi c assum i ons (i.e. , a paradi gm of dual i smand excl usi on, t heir percept i ons of the world are fragm ed and separat ed. T s i s ent hi because their paradigmfocuses on the differences bet w sci ence, soci et y, and syst em spi r i t ual bel i efs, r at her than on t heir siml ar i t i es. een s/ i W a dualistic paradigm science, society, and syst emspi r i t ual bel i efs exi st as separat e areas of experience w t h no cl ear rel at i on t o each ith , / i other, and are in constant conflict . A a result, the beneficial synergy and synthesis fromreconci l i ng t heir know edge i s bl ocked. s l PAGE 16
    17. ROY ROEBUCK ENTERPRISE ENGINEERING A MODEL OF IDENTITY (A PERSON IN RELATION TO THEIR ENVIRONMENT) CONNECTION TO WORLD + PERCEPTION OF CONNECTION = IDENTITY 8 INDIRECT SPIRITUAL/ SYSTEM PERCEPTION 7 INDIRECT 6 INDIRECT MENTAL PERCEPTION 5 INDIRECT 4 INDIRECT 3 INDIRECT 2 INDIRECT PHYSICAL PERCEPTION 1 DIRECT 0 SELF DEFINITION: IDENTITY IS A PERSON'S PERCEPTION OF THEIR CONNECTION TO THE WORLD AROUND THEM. LEVELS OF CONNECTION Fromquant umphysics w l earn t hat t he nat ural order of t he w e orld i s connect i on or non-local i t y. A l obj ect s are connect ed and l interdependent in space and tim E e. verything is within a larger system rather than separated by space and tim as isolated entities , e Y Identity is your perception of connection to the surrounding w our orld, and it changes as the world changes. T basis of a person' s perspective is either that their w is a separate unique island of reality (duality), or that it is an i nt egrat ed w e he orld hol (uni t ary) . N e t hat i n a uni t ary paradi gm som hi ng can be di st i nct , i ndi vi duat ed, and/ or uni que, and yet not separat ed fromi t s ot , et envi r onm . ent Y identity is the m com our ajor em m ent ponent of your sense of loyal t y, m bershi p, comi t m , f aml y, ow i nershi p, st ewardshi p, l ove, t eam or k, w and responsibility. Asecond com ponent of each is choice. Ident i t y and choi ces em er persons, individually or collectively. C pow hoices that expand connection/identity/uni t y are i nt egrat i ve. C ces t hat w hoi eaken/ deny/ di mni sh connect i on, t hus generat i ng a sense or thought of i separation/barriers/duality, are dis-integrative. A understandi ng of identity is a principal issue in the im n provem of productivity, effectiveness, and efficiency of operations. T ent hose who m w together w t hi n an organi zat i on or endeavor often have no shared organizational identity, no understanding of their connect i ons ust ork i and inter-relations. T dualistic issues of feudalism pow and separateness cross organizational lines. H hus, , er, ostility betw organizational een components threatens survival. U these conditions it is difficult to address the unitary issues of strategic planning, vision, opportunity, nder action, and culture of the organization as a whole. This general m of ident i t y m help to create a shared organizational identity. odel ay PAGE 17
    18. ROY ROEBUCK ENTERPRISE ENGINEERING A MODEL OF UNDERSTANDING (PERCEIVING CHANGE IN ITS CONTEXT) CHOICE IS MADE BASED ON THE LEVEL OF PERCEPTION THAT IS PRESENT AT THE OPPORTUNITY FOR CHANGE. ORDER CHANGE WISDOM CONTEXT CONSCIOUSNESS (CONNECTION) AWARENESS ACTION NOTE: (Expression) HUMAN APPLICATION CONFIDENCE TRAITS KNOWLEDGE THOUGHT ANIMAL (Insight) RESPONSE TO BELIEF ENVIRONMENT COMMON INFORMATION TRAITS PERCEPTION DATA (Experience) FAITH SIGNAL OPPORTUNITY EVENT Speculation about the process of moving from perception to action can be a start point for discussions on choice ORDER versus instinct. Instinct appears to be an immediate response to a perceived opportunity, without thought, doubt, or consideration of choice. Does a human animal add an activity of thought before it takes action, and the non-human animal instinctively move directly from perception to action? All animals have brains and perceive their environment. Do they all have minds and think? Where would human reactive behavior fit in this FLOW OF CHANGE model? Where would human proactive behavior fit? Y perception is the basis of your identity, your connection to the surrounding w our orld. T w he orld contains both order and change. Y derive your ident i t y (connect i on) by percei vi ng changes froma previ ous t o a subsequent ou state of order. Fromscience w knowthere are three m com e ajor ponents of the universe: m atter, energy and inform i on. For purpose of thi s di scussion let at us refer to all matter as form all energy as flow and all inform , , ation about relationships betw m een atter and energy as pattern. W perceive order in the w e orld as continuously changing pat t erns of formand flow Form gi ve t he percept i on of a st abl e and m . s echanical reality, whereas flow gi ve t he percept i on of a changi ng and dynamc real i t y. Si nce all form event ual l y decom and flow i nt o new s i s pose form (entropy), the pattern of reality is naturally flow and dynam s ing ic. H ever , peopl e m ow ostly focus t heir senses and t hought s on t he form and t he flow confuses t hem Thi s causes t hemt o overlook or s, . discount the overall pattern or their experience. T expect stability w experienci ng onl y const ant change. A l ong as t he pat t ern hey hile s change is minor, people feel comfortable, and w the pattern change is turbulent , t hey experience stress. hen Since change is constant , your identity is never static. Rather it is flow and continuously changing w the w ing ith orld around you, and your perceived connection to it. T w he orld and your identity are fluid and dynam not static and m ic, echanical . Faster rates of changing formand flow and resul t ant rates of pattern change result in greater personal change in connection/identity. PAGE 18
    19. ROY ROEBUCK ENTERPRISE ENGINEERING AW ARENESS OF ENTERPRI SE AND SI TUATI O S N REPOSI TORY- ENABLED FUNCTI ONAL PROCESSES ENTERPRI SE REPOSI TORY DI RECTORY- ENABLED FUNCTI ONAL PROCESSES ENTERPRI SE DI RECTORY FOR ELECTRONI C MESSAGI NG ENTERPRI SE NETW ORK ENTERPRISE MODEL DEVELOPMENT OF INFORMING, INVOLVING, AND COORDINATING CAPABILITY THROUGH ENTERPRISE MODELING, CONTINUOUS QUALITY IMPROVEMENT AND WHOLISTIC APPLICATION OF INFORMATION TECHNOLOGY W w need t hen i s a t ool t hat organizes the flow form and patterns, and enables i ndi vi dual s, groups, and organi zat i ons t o ask and hat e s, s answ questions fromthe m unitary (highest context) perspective possible. W these answ t hey gain aw er ost ith ers, areness of the order of their world and the changes flow w ing ithin i t . T can then dynam hey ically adapt t o t hose changes. O w t o acquire such a t ool i s t hrough appl yi ng sel ect ed m i ng t echni ques, creat i ng an ent erprise t hat m ne ay odel anages i t s i nformation resource, along w its other resources, froma unitary viewof continuously im ith proving quality, using a dynam enterprise m ic odel. N that this approach does not focus on inform ote ation technology. It is rather about information, and inform ation system w purpose is to s hose . e ans ust ed inform W hum m be inform to increase our perception. T growm o entally and in our syst em spi r i t ual bel i efs, w m find and s/ e ust perceive the patterns around us, and the form and flow that m up these patterns. s s ake O inform ur ork s s) hat, agnitude increase in our abi l i t y t o organi ze and process w (form and flow (w ation technology has given us orders of m how w w , hen, here), but has done very little to informus about the w itself, the enterprise, and the w environm (patterns) (w ork ork ent hy). PAGE 19
    20. ROY ROEBUCK ENTERPRISE ENGINEERING ORGANIZATIONAL DEVELOPMENT (CHANGE) HUMAN CHANGE BUSINESS CHANGE SECTI O I I I : N C A G. HNE W use a variet y of m hods t o i m em cont i nuous i m e et pl ent provem of bot h t he hum and busi ness com ent an ponent s of our organi zat i ons. H an change i nvol ves com um ponent s of the organi zat i on cul t ure and focus. Business change i nvol ves component s of technol ogi es, struct ures, processes, and product s. N that I occasionally refer to hum change as qual i t at i ve change, and busi ness or technol ogi cal change as quant i t at i ve change. ote an PAGE 20
    21. ROY ROEBUCK ENTERPRISE ENGINEERING ORGANIZATIONAL DEVELOPMENT (ERGONOMICS OF CHANGE) HUMAN CHANGE BUSINESS CHANGE ERGONOMICS MAN INTERFACE MACHINE W can t hi nk of an ent erprise such as an organi zat i on as a m m ne syst em e an/ achi . e pl ent et W can i m em ri gorous m hods of syst emanal ysi s, desi gn, and managem fromthis ergonomc or bi ot echni cal perspect i ve. ent i PAGE 21
    22. ROY ROEBUCK ENTERPRISE ENGINEERING MACRO-ERGONOMICS MAN INTERFACE MACHINE ENDEAVORS GUIDANCE ENVIRONMENT ENTERPRISE BELIEFS ECOLOGY KNOWLEDGE VALUES GOVERNMENT IDENTITY PRINCIPLES SOCIETY POLICIES SCIENCE PROCEDURES TECHNOLOGY RULES/LAW ECONOMY STANDARDS EDUCATION COMMERCE hen i pl s, W deal i ng w t h l arge and com i cat ed syst em such as an organi zat i on, t he t ermMacro-Ergonomcs w d appl y. M o- Er gonom cs i oul acr i focuses on the relat i onshi ps bet w hum endeavors and t heir environm . een an ent For our purpose here, I define an endeavor as the search for w w are in rel at i on t o t he cont i nuum and how w express w w find. ho e , e hat e Enterprise is that expression. K ledge is your identity in t he cont i nuum you are w you know connect-to. now , hat / Identity is your cum ulative experience resulting frompast choices. It contributes to, but does not det ermne, your fut ure. Y can see i ou yourself in a bigger pattern than before, and m choices that change your future. ake PAGE 22
    23. ROY ROEBUCK ENTERPRISE ENGINEERING ERGONOMICS MAN INTERFACE MACHINE INFORMATION RESOURCES INFORMATION INFORMING INFORMATION SYSTEM TECHNOLOGY In any of m ankind' s endeavors, w m have inform e ust ation. W said that t here are t hree t hi ngs i n t he uni verse: m t er , energy, and their e at patterns. T patterns are inform he ation. W m ing ation by applying various form of technology to create inform syst em e anage that inform s s. PAGE 23
    24. ROY ROEBUCK ENTERPRISE ENGINEERING INFORMATION RESOURCES INFORMATION INFORMING INFORMATION SYSTEM TECHNOLOGY PROCESS DIRECT MANUAL STRUCTURE INDIRECT MECHANICAL INSTANCES ELECTRICAL COMPUTER MAN INTERFACE MACHINE Specific instances/events within m ankind' s activities create specific data values. M ankind perform act i vi t i es w ch resul t i n t he processi ng and flowof inform i on. s hi at M nd' s processed i nform i on has struct ural form w ch reflect s our percei ved w anki at , hi orld, our know edge. l M nd' s i nformng syst em connect us direct l y w t h our environm , i ncl udi ng ot her persons. D anki i s i ent irect connect i ons com t hrough our e senses. Indirect connect i ons com t hrough m e echani sm separat e fromour bodi es. s T i nformng t echnol ogi es w use are product s of our ow bodi es i n a m he i e n anual form or product s of our soci et y i n t echnol ogy (m , echani cal , electrical , or com puter) form . PAGE 24
    25. ROY ROEBUCK ENTERPRISE ENGINEERING INFORMATION RESOURCES MANAGEMENT INFORMATION INFORMING INFORMATION SYSTEM TECHNOLOGY PROCESS DIRECT MANUAL STRUCTURE INDIRECT MECHANICAL INSTANCES ELECTRICAL COMPUTER ORGANIZATIONAL DEVELOPMENT CHANGING CHANGING CHANGING THE THE THE MAN INTERFACE MACHINE Developm of m ent s ankind' s organizational form require devel opm of their inform i on and i nformng syst em ent at i s. T achieve this developm of organization requires that m o ent ankind change them ves and t heir cul t ure. sel W then apply t he appropriat e t echnol ogy to collect, process, structure, and dissem e inate our inform ation. A interface is a boundary betw one thing and anot her . W m change t he i nt erface of hum nd and our environm . n een e ust anki ent PAGE 25
    26. ROY ROEBUCK ENTERPRISE ENGINEERING CONTINUOUS QUALITY IMPROVEMENT (CQI) (ORGANIZATIONAL DEVELOPMENT) COMPONENTS HUMAN CHANGE BUSINESS CHANGE CONTINUOUS QUALITY IMPROVEMENT CULTURE VALUES / VISION (CUSTOMER FOCUS) BUSINESS IMPROVEMENT METHODS ORGANIZATIONAL DEVELOPMENT SPECTRUM * *#@ CATALYTIC THEORIES AND PRINCIPLES * (PROCESS * CONSULTATION, *# PRESCRIPTIVE ACCEPTANT CONFRONTATION MODELING, # PROBLEM SOLVING # TECHNO-STRUCTURAL ACTIVITY @ MEETING FACILITATIVE MEETING LEADERSHIP FACILITATION) @ # OD TASK FORCE ESTABLISHMENT PROCESS DESIGN COLLABORATION # # TEACHING OR EDUCATION DATA FEEDBACK # PLAN MAKING * = BLAKE AND MOUTON, C N U T N , 2 E . , 1982. O S LI G D D . . I TI SE # = M B M LES, E H CAL I S U S I N O I N E V N I O , O P A T C O E , VOL 11, N . 3, 1979. D TRET N D R CI I NR O @= M DOYLE AND D. STRAUS, H W T M K M E I N S W R , 1982. . O O A E E T G OK SECTI ON I V: CONTI NUOUS QUALI TY I MPROVEMENT. W can appl y a broad spectrum of change m hods i n creat i ng organi zat i ons w e et hose cul t ures focus on t he cust om and cont i nuous er i m ovem . pr ent W t he m bers of such an organi zat i on share i n t he i dent i t y of the organi zat i on, t he organi zat i on' s cust om are t heir custom hen em ers ers, t he busi ness m hods t hey' re i m et provi ng are t heir m hods, and a sense of ow et nershi p and responsi bi l i t y bel ongs t o every m ber, regardl ess of em role or position. hi i i T s di mni shes t he l i kel i hood of apat hy, anome, and dem i zat i on am t he m bers. oral ong em PAGE 26
    27. ROY ROEBUCK ENTERPRISE ENGINEERING CONTINUOUS QUALITY IMPROVEMENT (CQI) (ORGANIZATIONAL DEVELOPMENT) COMPONENTS HUMAN CHANGE BUSINESS CHANGE CONTINUOUS QUALITY IMPROVEMENT CULTURE LEADERSHIP LEADERSHIP STYLE (1,1 through 9,9) (Theory Z) EMPOWERMENT MANAGEMENT STYLE (Centralized /Decentralized /Distributed) DIVERSITY TRANSITION MANAGEMENT (Change Management Method) VALUES / VISION (CUSTOMER FOCUS) CUSTOMER RELATIONS CUSTOMER SATISFACTION CUSTOMER REQUIREMENTS WORKER MORALE WORKER PERFORMANCE BUSINESS IMPROVEMENT METHODS PRODUCT PROCESS STRUCTURE PRODUCT PROVISION ORGANIZATIONAL DEVELOPMENT SPECTRUM CATALYTIC * *#@ THEORIES AND PRINCIPLES * (PROCESS * *# PRESCRIPTIVE ACCEPTANT CONSULTATION, CONFRONTATION MODELING, # PROBLEM SOLVING # TECHNO-STRUCTURAL ACTIVITY @ MEETING FACILITATIVE MEETING LEADERSHIP @ # FACILITATION) PROCESS DESIGN COLLABORATION OD TASK FORCE ESTABLISHMENT # # TEACHING OR EDUCATION DATA FEEDBACK # PLAN MAKING * = B A E A D M U O , C N U N , 2D E . , 1982. LK N OT N O S LTI G D # = M B M LES, E H C L I S U S I N O I N E V N I O , O P A T C O E , VOL 11, N . 3, 1979. . . I TI A SE D TRET N D R CI I NR O @= M DOYLE AND D. STRAUS, H W T M K M E I N S W R , 1982. . O O A E E T G OK W can categorize culture, focus, and i m e provem efforts as show ent n. e W can m anage each com ith ponent w separate programatic approaches. E approach w m ach ould be part of an i nt egrat ed effor t . T i nt ent he of the effort is to create continuous quality im proving and custom focusing ent erprises. er e W can strengthen a variety of functional m ent anagem , l eadership, and transi t i on st yl es, w l e di mni shi ng m dysfunct i onal st yles over hi i any time. T functional styles could lead to appropriate expressions of leadership, em erm , and appreciation of diversity, w l e bui ldi ng every he pow ent hi m ber up by m em anagi ng and strengt heni ng t heir comon trai t s. m PAGE 27
    28. ROY ROEBUCK ENTERPRISE ENGINEERING CONTINUOUS QUALITY IMPROVEMENT (CQI) (ORGANIZATIONAL DEVELOPMENT) COMPONENTS CONTINUOUS QUALITY IMPROVEMENT CULTURE LEADERSHIP LEADERSHIP STYLE (1,1 through 9,9) (Theory Z) EMPOWERMENT MANAGEMENT STYLE (Centralized /Decentralized /Distributed) DIVERSITY TRANSITION MANAGEMENT (Change Management Method) VALUES / VISION (CUSTOMER FOCUS) CUSTOMER RELATIONS CUSTOMER SATISFACTION CUSTOMER REQUIREMENTS WORKER MORALE WORKER PERFORMANCE Acontinuous quality im provem enterprise w m ent ould aintain integrated efforts in these areas. Worker morale and w orker performance w d bot h t end t o i m oul prove, yi el di ng a reduct i on i n process and product variat i on, i ndi cat i ng an increase in quality. PAGE 28
    29. ROY ROEBUCK ENTERPRISE ENGINEERING CONTINUOUS QUALITY IMPROVEMENT (CQI) (ORGANIZATIONAL DEVELOPMENT) COMPONENTS HUMAN CHANGE BUSINESS CHANGE CONTINUOUS QUALITY IMPROVEMENT CULTURE LEADERSHIP LEADERSHIP STYLE (1,1 through 9,9) (Theory Z) EMPOWERMENT MANAGEMENT STYLE (Centralized /Decentralized /Distributed) DIVERSITY TRANSITION MANAGEMENT (Change Management Method) VALUES / VISION (CUSTOMER FOCUS) CUSTOMER RELATIONS CUSTOMER SATISFACTION CUSTOMER REQUIREMENTS WORKER MORALE WORKER PERFORMANCE BUSINESS IMPROVEMENT METHODS PRODUCT PROCESS STRUCTURE PRODUCT PROVISION T m im he ost portant aspect of creat i ng a cont i nuous qual i t y i mprovem ent erprise i s t o i m em t he hum changes necessary t o cause ent pl ent an the custom focus and the continuous i m er provem cul t ure t o form ent . Wm m an el t e ust anage t hi s hum change w l and i n an i nt egrat ed fashi on. O herw se, our busi ness changes such as proj ect m i anagem , ent reorganizations, system integration, process im s provem , staffing and structure projects, or reengineering is going to be less effective in ent improving the enterprise. ttem A pts at m eet ostly quantitative or business/technical change m trem endous hum an/cul t ure barriers to i m em at i on, t hereby negating or pl ent diminishing results. PAGE 29
    30. ROY ROEBUCK ENTERPRISE ENGINEERING ENTERPRISE CONTINUOUS QUALITY IMPROVEMENT ENTITIES CUSTOMER PRODUCT L ise, m ikew ostly hum or qualitative change has lim effect in im an ited proving the core products, processes, or struct ure of the organization. M qualitative changes m w any ade ithout im proving the business side of the organization can disintegrat e over tim T s i s perhaps because e. hi of frustration or resigned apathy of organization m bers, w business being in the sam old rut. em ith e W require rigorous and disciplined act i on, an engi neered approach, t o cause quant i t at i ve/ busi ness changes and i m e provem s i n product, ent process, and structure. In conjunction, w require si ml arly rigorous act i on t o cause qual i t at i ve/ hum change i n how suppl i ers and cust om percei ve and act e i an ers tow each ot her. ard W then have the question, w w such an engineered approach that integrates all of these efforts look like? I answ that question e hat ould er in subsequent pages. PAGE 30
    31. ROY ROEBUCK ENTERPRISE ENGINEERING BUREAU CRAZY (The thicker and bulkier the structure of the bureau, the less productive use it has) IN A QUALITY IN A BUREAUCRATIC ENTERPRISE, IT'S ENTERPRISE, IT'S FEASIBLE THAT AS FEASIBLE THAT AS MUCH AS 70% OF THE MUCH AS 70% OF THE VOLUME VOLUME (RESOURCE/ACTIVITY) (RESOURCE/ACTIVITY) SUPPORTS THE PROVIDES INTERNAL CUSTOMER, WITH 30% SUPPORT, WITH 30% PROVIDING INTERNAL SUPPORTING THE SUPPORT. CUSTOMER.. QUALITY ENTERPRISE BUREAUCRATIC ENTERPRISE NOTE: PRODUCTIVE WORK PRODUCTIVE WORK FOR EXTERNAL CUSTOMER TIME ORGANIZATION STRUCTURE WORK NOT ADDING VALUE FOR EXTERNAL CUSTOMER SECTI O V N : ENTERPRI SE M D N O ELI G Peopl e have a t endency t o bui l d a prot ect i ve shel l around t hem ves and t heir possessi ons, m l i ke a bureau or a chest of draw sel uch ers. T shell adds not hi ng t o t heir funct i on, t ends t o burden t hemw t h excess w ght , and decreases t heir product i ve capaci t y, adaptability and his i ei responsi veness. Soon they spend m of their resources on t heir shel l t han on personal grow h and creat i ve expressi on, t heir endeavor. ore t T efforts to trimoff the accum at ed shel l , enabl i ng t hemt o respond m energet i cal l y t o t heir changi ng environm , i s a cont i nuous he ul ore ent challenge in m nt ai ni ng t he qual i t y of m nd' s endeavors. ai anki Atypical organization bureaucratizes itself over tim prim e, arily because of thi s prot ect i on/ possessi on t endency. M of an organization' s uch internal structure and rule are exam es of such a shel l . pl PAGE 31
    32. ROY ROEBUCK ENTERPRISE ENGINEERING GENERAL ENTERPRISE MODEL . ENTERPRISE .01. .02. .03. .04. .05. .06. .07. LOCATION ORGANIZATION PRODUCTION FUNCTION ACTIVITY RESOURCE REQUI REMENT STRUCTURE STRUCTURE UNIT (BILLET) STRUCTURE MODEL CATEGORY LI FE CYCLE STRUCTURE PURPOSE: TO CREATE A SINGLE GENERALIZED MODEL OF HUMAN ENTERPRISE FROM WHICH SPECIFIC ENTERPRISE INSTANCES MAY BE MODELED FOR PURPOSES OF INTERNAL COORDINATION AND EXTERNAL INTEGRATION. THIS MODEL PUTS ENTERPRISE INFORMATION IN CONTEXT, PROVIDING A KNOWLEDGE BASE TO ITS USERS. IT ENABLES AWARENESS OF THE ENTERPRISE. SCOPE: ALL HUMAN ENTERPRISE. VIEWPOINT: THIS MODEL VIEWS HUMAN ENTERPRISE FROM THE PERSPECTIVE OF FULL AWARENESS OF AN ENTERPRISE, ITS INTERNAL SITUATIONS, AND ITS EXTERNAL ENVIRONMENT, EQUIVALENT TO A FULLY CONSCIOUS, AWARE, AND EFFECTIVE HUMAN. Considering the previous perspect i ves, how can w go about creat i ng a cont i nuous qual i t y i m e provem ent erprise? I begi n by creating a ent general i zed m odel of hum ent erprise. Thi s ent erprise i s an expressi on of endeavor , and does not encom hum know edge and an pass an l identity, w hich are separate models. It does rely upon these m odels how as its foundation. ever I used a struct ured anal ysi s and desi gn t echni que i n creat i ng t he general ent erprise m . T G Mprovi des a fram ork w t hi n t he odel he E ew i enterprise for process improvem resource life cycle m ent, anagem , custom focus, and statistical process control. ent er I designed the GMfor extension by each specific ent erprise. Y achi eve t hi s ext ensi on by bui l di ng a D M r epresent i ng your A E ou E, S-IS enterprise and serving as the basis for m oving tow your T -B ent erprise. ards O E EM pr ent A D suppor t s pr epar at i on f or , and conduct of , pr ocess i m ovem ef f orts such as A i vi t y M i ng and D a M i ng ct odel at odel (IDEF0/ I D F X , Funct i onal Econom c A ysi s (FEA , and A i vi t y B E1 ) i nal ) ct ased C i ng (A C It supports the i ncreased effect i veness, ost B ). efficiency, and speed of these efforts, easing the integration of previously separate efforts. PAGE 32
    33. ROY ROEBUCK ENTERPRISE ENGINEERING DYMANIC ENTERPRISE MODEL WHERE IS IT DONE? WHEN? LOCATION HOW MANY? WHO IS RESPONSIBLE? STRUCTURE HOW OFTEN? WHO HAS THE AUTHORITY? HOW MUCH? FOR WHAT WHO HAS THE REQUIREMENT ORGANIZATION RESOURCES? OUTCOME LIFE CYCLE IS IT DONE? STRUCTURE CROSS WHO DOES INDEX PRODUCTION THE WORK? RESOURCE UNIT (BILLET) CATEGORY STRUCTURE WITH WHAT IS IT DONE? ACTIVITY FUNCTION MODEL STRUCTURE WHAT IS DONE? HOW IS IT DONE? WHY IS IT DONE? A an exam e, before A i vi t y M i ng, t he question W perform t hi s act i vi t y and w s pl ct odel ho s here are t hey? m be asked. Wt hout t his ust i preparatory inform ation, process im ent ay provem efforts m not bring proper stakehol ders and know edge w l orkers int o t he m i ng efforts. odel T could result in incom his plete or distorted models, requiring repetition. T lack of proper stakeholder involvem blocks future efforts at he ent m integration. T DMprovi des t he necessary preparat ory i nform i on t o i m odel he E at prove i nvol vem . ent he E 0 E1 , , T enterprise then feeds the resul t s of ID F /ID F X FEA and A C back i nt o t he D Mt o refine i t , as a formof feedback. A a result, B E s E es pl ent t he D Mbecom a t ool used t o derive and i m em t he evol ut i onary steps t ow ards t he desired T -B ent erprise profile, w l e O E hi refining and strengthening the AS-IS elem that w w l . . ents ork el PAGE 33
    34. ROY ROEBUCK ENTERPRISE ENGINEERING GENERAL ENTERPRISE MODEL (ENTITY RELATIONSHIPS) . ENTERPRISE CONTAINS/IS CONTAINS/IS CONTAINS/IS CONTAINS/S CONTAINS/IS CONTAINS/IS CONTAINS/IS CONTAINED BY CONTAINED BY CONTAINED BY CONTAINED BY CONTAINED BY CONTAINED BY CONTAINED BY .01. .02. .03. .04. .05. .06. .07. LOCATION ORGANIZATION PRODUCTION FUNCTION ACTIVITY RESOURCE REQUIREMENT STRUCTURE STRUCTURE UNIT (BILLET) STRUCTURE MODEL CATEGORY LIFE CYCLE STRUCTURE LOCATION ORGANIZATION BILLET FUNCTION ACTIVITY RESOURCE CONTAINS ORGANIZES ACCOMPLISHS PERFORMS UTILIZES OR SATISFIES ORGANIZATION BILLETS FUNCTION ACTIVITY PRODUCES REQUIREMENT RESOURCE ORGANIZATION BILLETS FUNCTION ACTIVITY REQUIREMENTS OCCUPIES PERFORM JUSTIFIES ACHIEVES RESOURCE ARE SATISFIED LOCATION ORGANIZATION BILLET FUNCTION CONTRIBUTES BY RESOURCES MISSION TO OR RESULTS FROM ACTIVITY These seven categories of enterprise objects have fixed rel at i onshi ps t o each ot her . Every descendant obj ect of these t op l evel entities carries the sam relationships as their parent objects. In building a DM w refine the specific relationships bet w descendant obj ect s. e E, e een W can probably assign every thing (i.e. , object) w interests an enterprise into one of these object classes. T DMholds a record of e hich he E these objects and the specific relationships betw them T DMprovides answ to the basi c quest i ons about each obj ect . een . he E ers T enterprise acts on objects according to the basic relationships. W identify specific actions (transactions) on an object in the A he e ctivity (.05.) object class. PAGE 34
    35. ROY ROEBUCK ENTERPRISE ENGINEERING GENERAL ENTERPRISE MODEL (EXAMPLE ENTITY CATEGORIES/HIERARCHIES/) . ENTERPRISE .01. .02. .03. .04. .05. .06. .07. LOCATI ON ORGANI ZATI ON PRODUCTI ON FUNCTI ON ACTI VI TY RESOURCE REQUI REMENT STRUCTURE STRUCTURE U I T ( BI LLET) N STRUCTURE MODEL CATEGORY LI FE CYCLE STRUCTURE CONTINENT FORMAL UNIT PROGRAM PROCESS PERSONS REQUESTED NATION INFORMAL PARAGRAPH (SECTION) PROJECT WORK CENTER FUND CONFIGURATIONS APPROVED STATE AD-HOC PARAGRAPH MULTIPLIER OPERATION TASK INFORMATION CONFIGURATIONS AUTHORIZED COUNTY CONTINGENCY LINE NUMBER EVENT TRANSACTION INFORMATION TECHNOLOGY ALLOCATED CITY CONSORTIUM LINE MULTIPLIER (POSITION) TASKING INPUT RESOURCE AUTOMATION ASSIGNED DISTRICT TASK FORCE MISSION CONTROL RESOURCE COMMUNICATION SERIAL NUMBER BUILDING FUTURE STATE PLAN OUTPUT RESOURCE AUDIO/VISUAL HAND RECEIPT # ROOM AGREEMENTS SITUATION MECHANISM RESOURCE RECORD-KEEPING WORKSTATION TRANSITIONAL PRINTING/PUBLICATION TERMINATOR MATRIX INFORMATION CONTACT PIN DATA DATA DICTIONARY GUIDANCE POLICY PROCEDURE PERFORMANCE STANDARDS PERFORMANCE MEASURES FORMS SOFTWARE UNITS KNOWLEDGE LIBRARIES SKILLS ABILITIES PERSONNEL CONFIGURATIONS MATERIEL CONFIGURATIONS FACILITY CONFIGURATIONS BUILDINGS INFRASTRUCTURE REAL ESTATE CAPABILITY CONFIGURATIONS SERVICE CONFIGURATIONS SPACE CONFIGURATIONS TIME CONFIGURATIONS ENERGY CONFIGURATIONS The gener al ent er pr i s e model i m em s and encom pl ent passes t he f unct i onal i t y of t he A SI X Three Schem M N 3 a odel and t he Three Architecture E erprise M . nt odel It enables us to m anage the object classes, t heir specific object instances, and the relationships betw themw een ithin a single norm alized dat a environment. It maintains the specific object instances, and their com position and distribution context , within the enterprise as a whole. It provides for shared data, created and m aintained by source data entry, using a shared softw unit reposi t ory for processi ng all routine are transactions. PAGE 35
    36. ROY ROEBUCK ENTERPRISE ENGINEERING FUNCTIONAL USES OF A DYNAMIC ENTERPRISE MODEL . I DEF0 ENTERPRISE .01. .02. .03. .04. .05. .06. .07. LOCATI ON ORGANI ZATI ON PRODUCTI ON FUNCTI ON ACTI VI TY RESOURCE REQUI REM ENT STRUCTURE STRUCTURE U I T ( BI LLET) N STRUCTURE MODEL CATEGORY LI FE CYCLE STRUCTURE I DEF0 I DEF0 I DEF0 I DEF0 I DEF0 I DEF0 I DEF0 I DEF1X I DEF1X I DEF1X ABC ABC ABC FEA FEA FEA STRUCTURE MODEL ( ORGANI ZATI ON AND FUNCTI O ) ( FUNCTI O D STRI BUTI O ) N N I N PHASE I ENTERPRI SE DI RECTORY ( CUSTOMER DI RECTORY / STAKEHOLDER / C O D NATI O / I NTERNAL ORI N PHASE II MANAGEMENTCONTROL) ( ACTI VI TY DI STRI BUTI ON) WORKFLOW / PRODUCT FLOW / DATA I NTERCHANGE / PROCESS I M PROVEMENT / PHASE III SUPPLI ER - CUSTOMER MODEL ( PRODUCTI ON DI STRI BUTI O ) N RESOURCE MANAGEMENT / I NVENTORY / M NTENANCE / ACTI VI TY BASED COSTI N / FUNCTI O A AI G NL PHASE IV E O O I C ANALYSI S / R SK ASSESSMENT / TRANSACTI ON BI LLI N / POSI TI ON AUTHORI ZATI O CNM I G N / ACCESS CONTROL / M ATERI EL PLANNI NG MANAGEMENT MODEL ( GLOBAL X. 500+ RESOURCE ADDRESSI N ) G RESOURCE MODEL PHASE V OE N N ENTERPRI SE M D L ( ADAPTI VE ORGANI ZATI O , EXECUTI VE I NFORMATI O , ACTI VI TY SI M LATI ON AND VI SUALI ZATI O , D N M C B S NESS U N YA I UI PHASE VI REENGI NEERI NG, COMMAND- CONTROL- I NTELLI GENCE, OPTI M ZATI O ) I N y ic B creating a dynam ent erprise m odel i n t he above manageabl e phases, w i dentify and reduce m redundancy and dupl i cat i on of effort e uch w t hi n t he ent erpr i se. Thi s di spl ays associ at ed adm ni st r at i ve and operat i onal overhead. Tr i m i ng t hese gai ns us perm i i m anent responsiveness/efficiency/effect i veness. ll A the data, i nform l ation, and know edge necessary t o creat e t he model current l y exi st within and around each ent erprise. I t w d not oul function otherw se. H ever , i t i s does not usual l y have useful pat t erns of formand flow I t i s often confusi ng and unw el dy, w t h i ow . i i unconstrained variation. It therefore contains too m non-inform data, w is noise/overhead, a w of resources. T m l i kel y uch ing hich aste he ost object classes to contain or generate excessive overhead is the organization and function object classes, prim arily because their com position is usually a subjective decision by the enterprise executives, rather than objectively engineered. ui E at l pl hi e B l di ng t he D Mresol ves/ organi zes t hi s dat a, i nform i on, and know edge i nt o a si m e ordered struct ure, w ch w t hen use for simultaneous analysis and transaction processing, and for change m anagem ent. It also provides the capability to viewthe enterprise i n many form all variations on a comon t hem s, m e. B building and m y aintaini ng a syst emt hat di spl ays t he dynamc rel at i onshi ps bet w t hese obj ect cl asses, t he D Mdel i vers si gnificant i een E useful inform i on t o t he ent erprise at each phase of informng/ i nvol vi ng/ coordi nat i ng syst emi m em at i on, for all stage of supplier at i pl ent activities. PAGE 36
    37. ROY ROEBUCK ENTERPRISE ENGINEERING CATALOG HIERARCHY (OBJECT DISAGGREGATION) ENTERPRISE OBJECTS .01. LOCATION LOCATION OBJECTS .02. ORGANIZATION .03. PRODUCTION UNIT .04. FUNCTION .01.1. ANTARCTICA .05. PROCESS .01.2. AFRICA .06. PRODUCT .01.3. ASIA .07. RESOURCE .01.4. AUSTRALIA .01.5. EUROPE EUROPE OBJECTS .01.6. NORTH AMERICA TABLE H1 .01.7. SOUTH AMERICA .01.5.1. BELGIUM .01.8. CENTRAL AMERICA .01.5.2. SPAIN .01.9. PACIFICA .01.5.3. UNITED KINGDOM .01.10. GREENLAND .01.5.4. ITALY IMAGE TABLES .01.11. ICELAND .01.5.5. DENMARK DISPLAY ONE OR .01.12. MADAGASCAR .01.5.6. FINLAND MORE LEVELS OF .01.5.7. FRANCE ETC. DESCENDANTS TABLE H1 IMAGE #1 .01.5.8. GERMANY .01.5.9. GREECE .01.5.10. LUXEMBOURG .01.5.11. NETHERLANDS .01.5.12. NORWAY .01.5.13. RUSSIA TABLE H1 IMAGE #2 Alogical im entation of the DMcatalog function w d l ook som hi ng l i ke t hi s. I t w d require a dat abase m plem E oul et oul anagem systemthat ent could performrelational self-joins. W this catalog, users could query the object classes as deeply as they w disaggregated/categorized. ith ere PAGE 37
    38. ROY ROEBUCK ENTERPRISE ENGINEERING GEM CATALOG HIERARCHY (LOGICAL VIEW) ENTERPRISE OBJECTS OBJECT CODE OBJECT TITLE .01. LOCATION .01.1. CONTINENT A .02. ORGANIZATION .01.1.1. NATION A .03. PRODUCTION UNIT .01.1.1.1. STATE A .04. FUNCTION .01.1.1.1.1. COUNTY A .05. ACTIVITY .01.1.1.1.1.1. TOWN A .06. RESOURCE .01.1.1.1.1.1.1. SUBDIVISION A .06.1. PERSONS .01.1.1.1.1.1.1.1. BUILDING A .06.2. FUNDS .01.1.1.1.1.1.1.1.1. ROOM A .06.3. INFORMATION .01.1.1.1.1.1.1.1.2. ROOM B .06.4. PERSONNEL .01.1.1.1.1.1.1.2. BUILDING B .06.5. MATERIEL .01.1.1.1.1.1.1.3. BUILDING C .06.6. FACILITY .01.1.1.1.1.1.2. SUBDIVISION B .06.7. CAPABILITY .06.8. SERVICE TABLE H1 IMAGE .06.9. SPACE .06.10. TIME .06.11. ENERGY SOFTWARE OBJECT-SPECIFIC .07. REQUIREMENT UNIT DETAIL CONTROLLING ATTRIBUTES OBJECT SHARED TABLE H1 TRANSACTIONS TABLE D1 OBJECT DETAIL AND DETAIL ATTRIBUTES ATTRIBUTES SHARED DATA SOFTWARE UNIT REPOSITORY REPOSITORY T softw unit controlling an object' s transactions w he are ould be accessi bl e t hrough t he cat al og, as w d t he det ai l ed at t r i but es of each oul enterprise object (either shared data or object-specific data). The D MC al og w d serve as a T e of C ent s t o t he ent erprise m E at oul abl ont anagem environm . ent ent T DMuses each softw uni t , an obj ect , t o process a specific transact i on w t hi n an act i vi t y. T s reduces t he need for com ex, he E are i hi pl m enus ork ultilevel m for functional processes, w centers, and tasks. T DMChe E atalog guides the user t o t he transact i on. T D Mal l ow he E s standardized and shared softw units am activities. T are ong are odeling and devel opm of softw are sim hus, transaction m ent pler. T reliance he are oul i e m are odul on large softw design proj ect s w d di mni sh. W can appl y obj ect-orient ed programi ng t echni ques t o softw units, m arizi ng dow to the transaction level. n PAGE 38
    39. ROY ROEBUCK ENTERPRISE ENGINEERING GEM CROSS-INDEX (LOGICAL VIEW) ENTERPRISE OBJECTS BASE ASSOCIATED OBJECT OBJECT TITLE .01. LOCATION OBJECT OBJECT CODE .01.1. CONTINENT A .01.1.1. NATION A .01.1.1. .01.1.2. .01.1.2. NATION B .01.1.2. NATION B .01.1.1. .02.1. .02.1. ORGANIZATION X .02. ORGANIZATION .01.1.1. .02.2. .02.2. ORGANIZATION Y .03. PRODUCTION UNIT .01.1.1. .02.3. .02.3. ORGANIZATION Z .04. FUNCTION .01.1.1. .03.1. UNIT A .03.1. .05. ACTIVITY .01.1.1. .03.5. .03.5. UNIT B .06. RESOURCE .01.1.1. .04.3. .04.3. FUNCTION C .06.1. PERSONS .01.1.1. .05.7.4. .05.7.4. ACTIVITY B .06.2. FUNDS .01.1.1. .06.01.1. .06.01.1. FUND TYPE 456 .06.3. INFORMATION .06.4. PERSONNEL .01.1.1. .06.02.1. .06.02.1. INFORMATION TYPE X .06.5. MATERIEL .01.1.1. .07.FE53D637 .07.FE53D637 REQUIREMENT FE53D637 .06.6. FACILITY TABLE H2 TABLE H1 IMAGE .06.7. CAPABILITY (ASSOCIATIONS) .06.8. SERVICE SOFTWARE UNITS WHICH .06.9. SPACE ASSOCIATION DETAIL CONTROL BASE OBJECT AND .06.10. TIME ATTRIBUTES ASSOCIATED OBJECT ACTIVITY .06.11. ENERGY (RELATIONSHIP, AND REQUIREMENT .07. REQUIREMENT QUANTITY, RESOURCE TRANSACTIONS, AND THEIR ICOM TYPE) DETAIL ATTRIBUTES. TABLE H1 (CATALOG) TABLE H2 SOFTWARE UNIT RELATIONS REPOSITORY Alogical viewof the C ross Index function w look som ould ething like this. T create associations, w select a base object fromthe C o e atalog. T w use the C hen e atalog to select those objects directly associated w the base object . T ith hus, a position incum or a planner defines an bent object' s com position and distribution by picking fromthe C atalog. T users could then ask the basic questions about t hemor com nat i ons he bi of them W could establish electronic conferencing and other form of involving and coordinating based on these associations. . e s T detail attributes that describe the associat i on w d be accessi bl e t hrough t he C he oul ross-Index, as w d t he st andard softw unit for oul are associated A ctivity objects. U m et sing an obj ect-orient ed programi ng m hod, each softw uni t w d al so be an obj ect i n t he D MC al og are oul E at and C ross-Index. e i ent i are s, s, W can dynam cal l y adj ust t he dat a el em s associ at ed w t h sof t w syst em dat abases and t abl es, f orm publ i cat i ons, r eports, spreadsheets, graphics, etc., fromone data di ct i onary/ gl ossary. W w d know i n advance t hose i t em effect ed by a change, t o t heir e oul s degree of inclusion in the enterprise m odel. PAGE 39
    40. ROY ROEBUCK ENTERPRISE ENGINEERING SAMPLE ENTERPRISE DIRECTORY OBJECTS Respondent Name______________ LOCATION ACTIVITY Tel ephone Number_____________ Room N ber __________________ um PROCESS CONTI NENT WORK CENTER Organi zat i on Code____________ NATI ON TS AK Uni t and Posi t i on Code_______ STATE T A S CIO RNAT N CUT O NY INU PT CT I Y DSR C I TI T O R E U PI R S U C (S P L E ) EO R E O E RS U C C D RESOURCE (ICOM) BIL IN UD G PERSONS SHDL C E UE RO OM TRAI N N I G Q A T TY U NI W R SAI O O KTT N EDUCATI ON C NR L OTO TR I N T R E M AO EXPERI ENCE S U C (S P L E ) O R E U PI R C NA T P N O TC I RS U C C D EO R E O E FUND CONFI GURATI ONS SHDL C E UE I NFORMATI ON RESOURCE CONFI GURATI ONS ORGANIZATION Q A T TY U NI MC A I S E HN M I NFORMATI ON TECHNOLOGY AUTOMATI ON TECHNOLOGY S U C (S P L E ) O R E U PI R COMMUNI CATI ON TECHNOLOGY FORMAL RS U C C D EO R E O E AUDI O VI SUAL I NFORMATI ON TECHNOLOGY / I NFORMAL SHDL C E UE RECORDS MANAGEMENT TECHNOLOGY AD- H C O Q A T TY U NI PRI NTI NG AND PUBLI CATI ON TECHNOLOGY CONTI GENCY O TU UP T I NFORMATI ON CONSORTI UM D S I N T O ( C SO E ) E T A I N UT MR DT AA TASK FORCES RS U C C D EO R E O E D T SA D R S AA T N A D FUTURE STATE SHDL C E UE G I DANCE ( BUSI NESS RULES) U AGREEMENTS Q A T TY U NI VSO I I N TRANSI TI O A NL REQUIREMENT VLE AU S MT IX AR P LC OI Y REQUI REMENT CODE TRANSACTI ON PROCEDURE UNIT PRODUCT CODE PRODUCT DESCRI PTI ON PERFORMANCE STANDARDS PERFORMANCE MEASURES N OE I ) UNI T I DENTI FI CATI O C D ( U C G I / USI N U C PARAGRAPH/ LI NE FR S OM PARAGRAPH NUMBER FUNCTI ON SUPPORTED R P RS EOT PARAGRAPH MULTI PLI ER ACTI VI TY PERFORMED S F WR U I TS OT AE N LI FE CYCLE QUANTI TY LI N N M E E U BR KNOWLEDGE REQUESTED LI N M L I PLI E ( P S TI O ) E UT R OI N LI B A I E RR S APOE PR VD S ILLS K ATOIZD UH R E L N R N E PA OG AG LN A I LI TI E B S FUNCTION I AG LN MD R N E P A S O T R N E PA H R AG LN PERSONNEL CONFI GURATI ONS MATERI EL CONFI GURATI ONS PROGRAMS N A T R PA ( B D E ) ER EM LN U GT FACI LI TY CONFI GURATI ONS PROJECTS ALLOCATED BUI LDI N S G OPERATI O S N DVL P E T E EO M N I NFRASTRUCTURE EVENTS A Q I S TI O CU I N REAL ESTATE TASKI N S G POUE ET R C RMN CAPABI LI TY CONFI GURATI ONS FI E D N LI G M SSI O S I N SERVI CE CONFI GURATI ONS ASGE S I ND PLANS TI ME CONFI GURATI ONS SRA NME E I L U BR SI TUATI O S N A C U T BE O F C C O NA L FI E SPACE CONFI GURATI ONS MI N E A C H S O Y A TNN E I T R ENERGY CONFI GURATI ONS W could send phased queries t o various l evel s w t hi n t he organi zat i on and product i on uni t s. T e i hese queries w d ask t hemt o i dentify oul objects associated w them and w they control . For the resource object class, t his is equivalent to asking w products do you use as ith , hich hat a custom and produce as a supplier?. er, T sam show the types of objects contained w t hi n a t ypi cal D M T respondent s sel ect t he t ype of obj ect s fromt he D MC al og his ple s i E . he E at and provide specific identifiers of these objects. T refines the DMbaseline m his E odel and faci l i t at es t he i dent i f i cat i on of stakehol der positions coordinated w w m ith hen anaging the obj ect cl asses (for exam e, A pl ctivity and D a M i ng). at odel ne O autom m plem ated ethod of im ent i ng t hese C al og- based quest i onnaires i s froma L at ocal A N w l ogon rout i ne, as a subroutine of rea et ork L N user profile m nt enance. A ai PAGE 40
    41. ROY ROEBUCK ENTERPRISE ENGINEERING BUILDING THE DYNAMIC ENTERPRISE MODEL 1. BUILD THE BASELINE DEM 2. REFINE THE ENTERPRISE MODEL 3. CREATE A CONTINUOUS QUALITY IMPROVEMENT ENTERPRISE Seen fromthe perspect i ve of formng a cont i nuous qual i t y i m i provem organi zat i on, accom i shi ng t he creat i on of a dynamc ent erprise ent pl i m takes t hree phases. odel Phase I w d bui l d t he D Mbasel i ne (A oul E S-IS). oul E i Phase II w d use t he D Mt o t r ansform t he organi zat i on i nt o one operat i ng w t h an i nt egrat ed corporat e managem environm , ent ent providing a single pool of data. ould hen E Phase III w result w the organization uses the DMfor continuous quality im provem in satisfying the full life cycl e of a custom ent er requi r em ( T -B ). ent O E ADMcould serve as t he underlyi ng dat abase/reposi t ory for informng syst em E pl es of such capabi l i t i es are: i nt egrat ed project E i s. xam m ent odel at put anagem , m i ng, geographi c/ spat i al i nform i on, com er ai ded desi gn, net w mork anagem , vi sual i zat i on, si m at i on, and ent ul m his ould comand and control . T integrated visualization of change w serve as a dynam ent erprise i nform i on syst em ic at . PAGE 41
    42. ROY ROEBUCK ENTERPRISE ENGINEERING BUILDING THE DYNAMIC ENTERPRISE MODEL PHASE I, BASELINE MODEL I.5 Identify and inventory activities customers perform. I.3 Identify and define I.1 Identify, define, and I.2 Identify and define standard standard resources. inventory standard structures. activities. .01. .02. .03. .04. .05. .06. .07. LOCATION ORGANIZATION PRODUCTION FUNCTION ACTIVITY RESOURCE REQUIREMENT STRUCTURE STRUCTURE UNIT (BILLET) STRUCTURE MODEL CATEGORY LIFE CYCLE STRUCTURE I.4 Identify and inventory customers. I.6 Identify and inventory standard and non-standard products which customers utilize or produce, by life cycle phase. SECTI O V : N I BUI LDI N THE DYNAM C ENTERPRI SE M D G I O EL. T first phase of bui l di ng t he D M s t o define t he basel i ne obj ect s of the ent erprise and t heir associ at i ons t o each ot her. Thi s di agram he Ei highl i ght s t he m or tasks of that phase. See N 1 of E osure 1. aj ode ncl T princi pal w oad i n bui l di ng and m nt ai ni ng t he basel i ne i nvent ory i s col l ect i ng, organi zi ng, and m nt ai ni ng t he obj ect instance he orkl ai ai attributes, relationships, and data values. ow H ever , t hi s w oad already exi st s i n al l ent erprise m orkl ent anagem efforts. T D Mapproach can decrease t he am he E ount of that workload, w l e m ng t he w oad' s product s m useful and accessi bl e. hi aki orkl ore he i E T difference w t h t he D Mapproach i s i t s uni t ary perspect i ve, process, and control . O her approaches from a m fragm ed t ore ent perspective w have greater resultant overhead for processi ng, col l ect i on, di ssemnat i on, synchroni zat i on, val i dat i on, st orage, t r ansport, ill i security, and presentation of the data. W creat e an i m e portant and usabl e product w t h each i m em at i on t ask and i t s i nt egrat i on w t h precedi ng t ask resul t s. I describe this in i pl ent i subsequent charts. PAGE 42
    43. ROY ROEBUCK ENTERPRISE ENGINEERING BUILDING THE DYNAMIC ENTERPRISE MODEL PHASE I.1, BASELINE MODEL .01. .02. .03. .04. .05. .06. .07. LOCATION ORGANIZATION PRODUCTION FUNCTION ACTIVITY RESOURCE REQUIREMENT STRUCTURE STRUCTURE UNIT (BILLET) STRUCTURE MODEL CATEGORY LIFE CYCLE STRUCTURE * * * * BUILD THE STRUCTURE MODEL I.1. Identify, define, and inventory standard structures. I.1.1. Build Location model to Building/Room level. I.1.2. Build Organization model to Commander/Director level for each specific/unique mission. I.1.3. Build Production Unit model to the unique position level. I.1.4. Build Function model to 4th level of detail. I.1.5. Load above models into Baseline enterprise model to form Catalog. I.1.6. Each unit paragraph/section catalog-select the buildings and rooms they are directly associated with, and post to cross-index. I.1.7. Each unit paragraph/section catalog-select the Function(s) they are directly associated with, and post to cross-index. I.1.8. As a refinement, each unique position within a paragraph/section identities the building /room and function(s) they are directly associated with, and post to cross-index. Perform task 1.1 creates a netw ing orked location/organization/position/function directory. I refer to this as a Structural M odel. It displays the locations, organizations (and their missions), production units (and their capabilities and support requirem ents), and functions of interest to the enterprise, and the relationships betw them See N 1. 1 of E osure 1. A her termfor thi s struct ural m een . ode ncl not odel i s t he Concept of O at i ons (C N PS) . per OO Useful netw products derived fromthe struct ural m ork odel are: L C T R(displaying location [nation / state / county-city / tow / district / building / room/ w / outlet / contact pin, along w t h OAO n all i geographic/spatial coordinates] related to organization, position, and/or function), C N PS (coordi nat i on/ st akehol der/col l aborat i on syst emdispl ayi ng unit, position, organization, and location i nvol vem in each OO ent function), TELEPHONE AND NETW ORK DI RECTORY (displaying all the above w t h added uni t posi t i on t el ephone/fax/ em l num i ai bers and position i ncum ' s nam bent e). PAGE 43
    44. ROY ROEBUCK ENTERPRISE ENGINEERING BUILDING THE DYNAMIC ENTERPRISE MODEL PHASE I.2, BASELINE MODEL .01. .02. .03. .04. .05. .06. .07. LOCATION ORGANIZATION PRODUCTION FUNCTION ACTIVITY RESOURCE REQUIREMENT STRUCTURE STRUCTURE UNIT (BILLET) STRUCTURE MODEL CATEGORY LIFE CYCLE STRUCTURE * * * BUILD THE ENTERPRISE DIRECTORY (MANAGEMENT MODEL) I.2. Identify and define standard activities. I.2.1. Compile and standardize a hierarchy of enterprise activities from the process through workcenter level, and post to Catalog. I.2.2. Identify units and their paragraphs/sections accomplishing a specific function. I.2.3. Each functional paragraph/section catalog-select the activities they perform within that function, and post to Cross-Index. I.2.4. Each unique position catalog-select those activities at the workcenter level which they directly perform, and post to Cross-Index. I.2.5. As a refinement, coordinate with all unique positions performing each workcenter activity for identification of major stakeholders/experts for activity modeling and change management across functions. I.2.6. Post activity models down through transaction level, to the Catalog. Perform task 1.2 creates a netw ing his orked activity directory. T adds to the functionality of the previous structural m . T com nat i on odel his bi is an Enterprise D irectory. It displays the sam inform e odel s ed ation as the structural m , plus it allow display of activities perform by each position, within their assigned functions, in relation to the structural m odel. See N 1. 2 of E osure 1. ode ncl Adistribution listing for each activity across the enterprise is a useful netw product derived fromt he E erprise D ork nt irect ory. It organizes supported function(s); units/positions perform the activity (and their phone/fax num and netw address); organi zat i ons responsi bl e ing bers ork for producing the activity' s outputs; and the locations (dow to building and roomnum +) perform the activity. n ber ing The Ent erprise D r ect ory i s an appropr i at e st ar t poi nt f or busi ness change efforts such as Tot al Q i t y M i ual anagem , B ness ent usi Reengineering, Process Im ent ct odel provem , and A i vi t y M i ng. T E al l ow t he deci si on m he D s akers and pl anners to see w t he appropriat e ho stakeholders and functional and activity experts are and their location, and facilitates subsequent coordination and integration of efforts in business change, adding robustness and com pleteness t o t he change resul t s. Building an Enterprise Directory is a logical preparatory phase for integrated business change such as Funct i onal Process Improvem , and ent increases the likelihood of successful change. PAGE 44
    45. ROY ROEBUCK ENTERPRISE ENGINEERING BUILDING THE DYMANIC ENTERPRISE MODEL PHASE I.3, BASELINE MODEL .01. .02. .03. .04. .05. .06. .07. LOCATION ORGANIZATION PRODUCTION FUNCTION ACTIVITY RESOURCE REQUIREMENT STRUCTURE STRUCTURE UNIT (BILLET) STRUCTURE MODEL CATEGORY LIFE CYCLE STRUCTURE * * * * * * BUILD THE PROCESS IMPROVEMENT MODEL I.3. Identify and define standard resources. I.3.1. Build a hierarchy of standard resources, and post each resource to the Catalog. I.3.2. For each activity being activity-modeled, Catalog-select the resource objects utilized as Inputs, Controls, or Mechanisms, or produced as Outputs (ICOM), and post to the Cross-Index. I.3.3. Post activity-modeling refined ICOM (Resource) to Catalog. I.3.4. Data Model the activities, using the ICOM as entities, and post the refined ICOM to the Catalog, and the activity/function/unit/organization /location associations with the ICOM to the Cross-Index. I.3.5. For refinement, identify each resource object as a composite or singular object, and for composite objects, catalog-select the major component resources and post to the Cross-Index. Perform task 1. 3 creat es a catalog of standard and non-standard resources, and adds to the functionality of the E ing nterprise Directory. T his form the Process Im s provem M e at ent odel. It displays the sam i nform i on as t he E erprise D nt irect ory and allow those involved i n i m s provi ng business products, processes, and structure to identify the specific resource categories (both standard and non-standard) the activities use and produce. A a resul t , an analyst/planner could identify the flowof w products or resources by tracki ng t he t i m sequences of act i vi t y s ork e production, t hus viewing/sim ulating the flowof activity outputs (as supplier) and subsequent activity inputs (as cust om er). A t i onal l y, ddi activity m odelers could use the directory of resources as a catalog to select specific predefined resources as Inputs, C ontrols, O put s, or ut M s O) odel echanism (IC M in t heir m i ng efforts. If the resource w not predefined, t hey w d add proposed new or derived IC M t o t he as oul Os catalog. See N 1. 3 of E osure 1. ode ncl ork A useful net w product derived fromt he process i m oul i ent odel w d be an i nt egrat ed dat a di ct i onary, w t h each dat a el em provem m ent within the dictionary m apped to the activity transactions (form t able, database, report, publication, procedure, policy) w use that data , hich ent O . he es elem as an IC M T data dictionary then becom an integral part of the dat a m i ng process, w t h pre-defined dat a el em s bei ng odel i ent brought into each data m i ng effort in t he formof a cat al og. W add new y di scover ed/ der i ved data elem s resul t i ng from dat a odel e l ent modeling into it. B esides serving as a data dictionary for data m odeling, t he process improvem m could serve as a cat al og for ot her ent odel resources besides data. E pl es w d be di ct i onaries/ direct ories for personnel , persons, f unds, f aci l i t i es, i nform i on t echnol ogy, xam oul at materiel, services, etc. T dictionary/directories for each resource category display: activities using the resource (as inputs, controls, or m he echanism or produci ng s) the resource (as output products or by-products); functions perform those activities; units/positions accom ing plishing those funct i ons (w t h i phone, netw orking, and m ailing information); organizations ow the units/posi t i ons; and l ocat i ons of the organi zat i ons. T s supports ning hi ct A i vi t y Based C i ng. Fromt he process i m ost ent odel provem m , pl anners i dent i f y a resource as a com t e, com posi posed of t w or m o ore com ponent resources m anaged by t he ent erprise, or as si ngul ar , w t h no m i anaged component s. PAGE 45
    46. ROY ROEBUCK ENTERPRISE ENGINEERING BUILDING THE DYNAMIC ENTERPRISE MODEL PHASE I.4, BASELINE MODEL .01. .02. .03. .04. .05. .06. .07. LOCATION ORGANIZATION PRODUCTION FUNCTION ACTIVITY RESOURCE REQUIREMENT STRUCTURE STRUCTURE UNIT (BILLET) STRUCTURE MODEL CATEGORY LIFE CYCLE STRUCTURE * * * BUILD THE SUPPLIER/CUSTOMER (RESOURCE FLOW) MODEL I.4. Identify and inventory customers. I.4.1. Identify each unique position, activity transaction, and composite resource object as a customer and update those objects in the Catalog. Perform task 1. 4 adds a netw ing orked directory of activity custom to the funct i onal i t y of the Process Im ers provem M . T form a ent odel his s Suppl i er / C om or R ust er odel e esource Fl owM . I t di spl ays t he sam i nform i on as t he Process Im at provem M , and i dent i f i es t he ent odel custom of each product category, broken dow by activity transaction, function, production unit/position, organization, and location. See ers n N 1. 4 of E osure 1. ode ncl A useful net w product derived fromt he Suppl i er/ C om M ork ust er odel w d be a com oul prehensi ve direct ory of cust om by l ocat i on, etc. ers T w be useful in assessing custom requirem his ould er ents, desired product quality characteristics, and satisfaction, and in perform to m ing eet t he cust om s expect at i ons. T s i nform i on w d enabl e m i nt egrat ed efforts t ow er' hi at oul ore ards devel opm of qual i t y product s, process ent im provem and optim ent ent/distribution and optim izing, and structural alignm ization. It w facilitate m ould arket research, strategic planning, and responsiveness t o cust om requirem s. er ent PAGE 46
    47. ROY ROEBUCK ENTERPRISE ENGINEERING BUILDING THE DYNAMIC ENTERPRISE MODEL PHASE I.5, BASELINE MODEL .01. .02. .03. .04. .05. .06. .07. LOCATION ORGANIZATION PRODUCTION FUNCTION ACTIVITY RESOURCE REQUIREMENT STRUCTURE STRUCTURE UNIT (BILLET) STRUCTURE MODEL CATEGORY LIFE CYCLE STRUCTURE * * * BUILD THE WORK FLOW MODEL I.5. Identify and inventory activities which customers perform. I.5.1. For each customer, identify the associated activities and the ICOM for each activity, and post to the Cross-Index. I.5.2. For each ICM, identify the source activity and customer, and post to the Cross-Index. I.5.3. For each output, identify the destination activity and customer, and post to Cross-Index. Perform task 1. 5 defines and adds a net w ing orked direct ory of suppl i er/cust om rel at i onshi ps t o t he Suppl i er/C om M . T is a er ust er odel his W odel e at orkflowM . I t di spl ays t he sam i nform i on as t he Suppl i er/C om M , and refines t he rel at i onshi ps bet w cust om and ust er odel een ers suppliers. See N 1. 5 of E osure 1. ode ncl U ork odel xam ul orkflowM . E ples are: the capabi l i t y t o run si m at i ons of funct i ons and act i vi ties; and seful netw products derive fromthe W ated ance bers autom perform of large num of transactions and tasks by m such as el ectroni c dat a i nt erchange (E I), provi di ng E ectroni c eans D l C m (E ). T phase identifies those transactions and coordinations t hat need or benefit fromautom i on. omerce C his at O w reach t hi s phase of bui l di ng t he basel i ne D i c E erprise M , t he appl i cat i on of inform i on t echnol ogy becom m nce e ynam nt odel at es ore product i ve. T s i s because t he com er net w can now conduct a si gnificant num of rout i ne m ed transact i ons w t hout hum hi put ork ber odel i an intervention. T allow the people w his s ithin the enterprise to focus m on im ore proving and creating products, processes and structure to m eet cust om requirem s. er ent A this point in developm of the baseline DM t he netw can informthe user of the status of the transactions under their responsibility t ent E, ork and authority. PAGE 47
    48. ROY ROEBUCK ENTERPRISE ENGINEERING BUILDING THE DYNAMIC ENTERPRISE MODEL PHASE I.6, BASELINE MODEL .01. .02. .03. .04. .05. .06. .07. LOCATION ORGANIZATION PRODUCTION FUNCTION ACTIVITY RESOURCE REQUIREMENT STRUCTURE STRUCTURE UNIT (BILLET) STRUCTURE MODEL CATEGORY LIFE CYCLE STRUCTURE * * * * BUILD THE RESOURCE MANAGEMENT MODEL I.6 Identify and inventory standard and non-standard resources which customers require, by life cycle phase. (Required = Requested, Approved, Authorized, Allocated, and Assigned) I.6.1. For each position activity, identify the projected transaction workload per year, in terms of output resources produced. I.6.2. For each position activity and each activity ICM, identify the cumulative quantities of ICM resources, by life cycle phase, based on annual transaction workload. Perform task 1. 6 creates a shared-data, generalized, life cycle m ing anagem syst emfor al l ent erprise resource requirem s t hat adds to ent ent the functionality of the previ ous phases. Thi s l i f e cycl e managem syst em m ent anages requi r em s fromi ni t i al concept i on, t hrough ent resourcing and developm , t hrough operation and m ent aintenance, t o reval i dat i on. See N 1. 6 of E osure 1. ode ncl T phase then allow enterprise executives and functional decision m his s akers to assess t he ent erprise as a w e for purposes of strategic, hol control , and operational planni ng and overal l ent erprise m ent hi pl anagem . T s phase com et es t he devel opm of an ent erprise m ent anagem ent envi r onm , t he basel i ne D M ent E. PAGE 48
    49. ROY ROEBUCK ENTERPRISE ENGINEERING GENERAL ENTERPRISE MODEL A REPOSITORY OF RELATED OBJECTS CROSS-INDEX OF ASSOCIATED OBJECTS CATALOG OBJECT CLASSES BASE LOCATION 01- 01 01- 02 01- 07 LOCATION 01 01-03 01-04 01-05 01-06 ORGANIZATION 02- 02 02- 03 02-04 02-05 02-06 02- 07 ORGANIZATION 02 UNIT 03- 03 03- 04 03-05 03-06 03- 07 UNIT 03 FUNCTION 04- 04 04- 05 04-06 04- 07 FUNCTION 04 ACTIVITY ACTIVITY 05 05- 05 05- 06 05- 07 RESOURCE RESOURCE (ICOM) 06 (ICOM) 06- 06 06- 07 REQUIREMENT (LCM) REQUIREMENT 07 (LCM) 07- 07 NOTE: Each object class and association BASE OBJECT COMPOSITION pair requires a proponent authority within the enterprise. SECTI O V I : N I U N A D M I NTAI N N THE DEM SI G N A I G . The m r i x show here w d result frombui l di ng t he basel i ne D . I t w d serve as a m at n oul EM oul odel show ng t he com t i on and requi red i posi distribution for any object of interest to the enterprise. A a result of building the DMbaseline, any person w s E ithin the organization could viewdirect and indirect functions, act i vi t i es, resources and requirem associated w their position. T m lim their netw access to those objects w authorities associate w the ents ith he odel its ork hich ith person or position. Object aut hor i t i es gi ve indi vi dual s and groups permanent or ad-hoc access t o t heir obj ects based on an approved requirem . ent In this sense, t he C ross-Index w serve as the interest profile of the entire aggregated m bership of the enterprise. T hierarchical ould em he cat al og form arranges the objects of int erest. The C at ross Index w d t hen serve as t he fram ork for i nform ng, i nvol vi ng, and oul ew i coordinating the m bers w objects of interest , w em hen hether internal or external to the enterprise are going through som change/transact i on. e T inform his ing/involving/coordinating action of the Cross Index operates across location, organization and function boundaries, supporting all appropriate stakeholders in that object change/transaction, regardless of the concept of operation. T control point is in det ermni ng t he he i appropriateness of involvem and coordi nat i on. A useful guideline is: m al inform feasible involving, and practicable coordinating. ent axim ing, Location, w uni t , activity, resource and requirem life-cycle quality and quantity, and not technical lim ork ent itations, t hen det ermne t he i principal basis of inform i nvolving, and coordinating. ing, See Enclosure 2. PAGE 49
    50. ROY ROEBUCK ENTERPRISE ENGINEERING CATALOG MAINTENANCE FUNCTIONS FUNCTION OBJECT PARENT CURRENT CHILD SIBLING Creating and m atal aintaining the C og uses t he database transactions show here. D n evelopers can programt hese transact i ons i n al m any ost programing language or ot her tool enabl i ng m pul at i on of the rel at i onal dat abase m m ani anagem syst emunderlyi ng t he D M ent E. PAGE 50
    51. ROY ROEBUCK ENTERPRISE ENGINEERING GENERAL ENTERPRISE MODEL CROSS-INDEX AS TABLE OF CONTENTS EACH ASSOCIATED PAIR OF OBJECTS CAN SERVE AS THE CRITERIA BY WHICH PERSONS GAIN ACCESS TO ELECTRONIC COORDINATION. FOR EXAMPLE, 01- 01 01- 02 01-03 01-04 01-05 01-06 01- 07 LOCATION PERSONS WHOSE DUTIES INVOLVE A SPECIFIC ACTIVITY WITHIN THE PERSONNEL FUNCTION COULD BE AUTOMATICALLY REGISTERED IN AN 02- 02 02- 03 02-04 02-05 02-06 02- 07 ONLINE ELECTRONIC CONFERENCE ORGANIZATION FOR THAT ACTIVITY (E.G., FOR ACTIVITY MODELING OR PROJECT DESIGN). ANOTHER 03- 03 03- 04 03-05 03-06 03- 07 UNIT EXAMPLE WOULD BE WHERE ALL CUSTOMERS WHO RECEIVE A SPECIFIC RESOURCE AS AN INPUT TO THEIR ACTIVITY COULD BE 04- 04 04- 05 04-06 04- 07 FUNCTION REGISTERED FOR ELECTRONIC COORDINATION ABOUT THAT RESOURCE (E.G., CUSTOMER SATISFACTION AND DESIRED 05- 05 05- 06 05- 07 ACTIVITY PRODUCT QUALITY CHARACTERISTICS). 06- 06 06- 07 RESOURCE (ICOM) DATA 07- 07 REQUIREMENT (LCM) REPOSITORY LIFE CYCLE MANAGEMENT SOFTWARE UNITS SHARED RESOURCE GLOSSARY (E.G., STANDARDS, DATA DICTIONARY) DATA ACTIVITY SOFTWARE UNITS (E.G., TRANSACTION = REQUEST SUPPLIES) FUNCTION CONTROL SOFTWARE UNITS PRODUCTION UNIT CONTROL SOFTWARE UNITS ORGANIZATION CONTROL SOFTWARE UNITS LOCATION CONTROL SOFTWARE UNITS SOFTWARE REPOSITORY T cross-i ndex can t hen serve as t he T e of C ent s t o t he organi zat i on' s aut om ed and m he abl ont at anual i nform i on syst em and i t s resources. at s It w d provi de a si ngl e entry poi nt i nt o shared softw and dat a. N e t hat t hi s entry poi nt i s hi ghl y secure, because t he i ndi vi dual oul are ot interest profile of each D M E user, cont ai ned w t hi n t he C i ross Index, w d be t he basi s for access permssi ons. oul i PAGE 51
    52. ROY ROEBUCK ENTERPRISE ENGINEERING CROSS INDEX MAINTENANCE FUNCTIONS FUNCTION ASSOCIATION BASE OBJECT ASSOCIATED OBJECT his s T diagramshow the database transact i ons used to create and m aintain the Cross Index. T developer builds these transact i on softw he are uni t s from al m any program i ng l anguage or ot her t ool s t hat enabl es m pul at i on of the rel at i onal dat abase m ost m ani anagem syst em ent under l yi ng t he D M E. W create an interest profile for a group or individual by selecting a base object (e. g. , t he individual position/person' s object record) from e the Catalog, and then selecting associated location, organization, w unit, function, activity, resource, and requirem objects, also from ork ent the Catalog. T Che ross Index w then optim this list of base obj ect associ at i ons by organi zi ng t he rel at i onshi ps bet w i ndirect ould ize een associations into a chain of direct associations. F this, the distribution and com rom position of individual objects w ithin the C ross Index can be displayed. PAGE 52
    53. ROY ROEBUCK ENTERPRISE ENGINEERING DYMANIC ENTERPRISE MODEL (Logical NOTE: Relational View) Self-Join ASSOCIATED OBJECT BASE OBJECT B A B A B A B A B A B A 01 02 03 04 0 5 05 06 0 7 07 01 02 03 04 0 5 05 06 0 7 07 LOCATION ORGANIZATION UNIT FUNCTION ACTIVITY RESOURCE REQUIREMENT 01 02 03 04 05 06 07 0 5 0 7 LOCATION ORGANIZATION UNIT FUNCTION ACTIVITY RESOURCE REQUIREMENT MIS MIS MIS MIS MIS MIS MIS Alogical viewof the DMw look som E ould ething like this. T enterprise m it as dynam and as detailed as it requires and can afford. he akes ic PAGE 53
    54. ROY ROEBUCK ENTERPRISE ENGINEERING GEM DATA TABLES AND VIEWS A REPOSITORY BASED REQUIREMENT LIFE CYCLE SYSTEM LINEAGE OBJECT PARENTAGE LI N A E EG X500DT OBJECT DI STRI BUTI ON X500BLDD X500D7 CONTEXT ASSOC L CMBROW OBJECT MIS OBJECT OBJ ECT OBJ ECT H1 H2 D1-D7 (E.G., CATALOG OBJ ECT EVENTUAL CROSS- I NDEX CONTEXT DATA AND OBJ ECTS ASSOCI ATI ONS DETAI LS FUNCTI ONAL REQUIREMENT M GRATI O I N OF LEGACY LCM) HBROW MS I CONTEXT X500D7 RESOURCE X500BLDC X500CT OBJECT COMPOSI TI ON DESCEND DESCEND OBJ ECT DESCENDENTS TABLE VI EW VI EW DERI VED - SOFTWARE MODULE TABLES ( DATABASE) TABLE Aphysical viewof the DMtables w look like this. E ple data tables supporting this vieware at E E ould xam nclosure 2. PAGE 54
    55. ROY ROEBUCK ENTERPRISE ENGINEERING REQUIREMENT MANAGEMENT SUPPLIER Customer New Capability/ Support Capacity Requirement Requirement (Qualitative Reallocate and Qualitative) Existing Customer Capability/ Engineering Program /Project Marketing (Arch & Stds) Management Capacity (Pooled Capability /Capacity / Repair Provisioning Requirements) Procurement (Customer Engr. Customer Satisfaction) (Engr & Service Test) Requirement Type Customer Type of Expectations Change Add Technical Arch/Stds Increase Remove Decrease Technical Plans Move/Reallocate New Capability/Capacity Repair SECTI ON VI I I : REQUI REMENT LI FE CYCLE M N G ENT. A A EM T DMhas several significant benefits. It provides Supplier personnel and t heir C om w t h a si ngl e entry poi nt for m he E ust ers i anaging t he life cycle of a custom s requirem er' ent. It provides a single, comprehensive, shared source of inform ation about the requirem It tracks ent. the initial concept formulation, request building froma catalog of products, requesting approval , gaining authorization, resource allocation, and final assignm , all in a coordinated, i nvolved, and inform m ent ed anner. See N 3. of E osure 1. ode ncl PAGE 55
    56. ROY ROEBUCK ENTERPRISE ENGINEERING GENERALIZED REQUIREMENT LIFE CYCLE MANAGING THE CUSTOMER REQUIREMENT 1 MANAGEMENT RESOURCE PLAN THE CUSTOMER MODEL NEED MODEL REQUIREMENT SEARCH SEARCH REQUESTED REQUIREMENT DATABASE VALIDATE REQUIREMENT * ROI/FEA APPROVED PRODUCE LONG PRODUCE PLAN/BUDGET RANGE PLAN AUTHORIZED EXECUTE THE RESOURCE ALLOCATION REQUIREMENT ALLOCATED DEVELOP APPLY STANDARDS ACQUIRE/PROCURE/FIELD ASSIGNED OPERATE/MAINTAIN * NOTE: REVALIDATE THE ROI = RETURN ON INVESTMENT REVALIDATE REQUIREMENT FEA = FUNCTIONAL ECONOMIC ANALYSIS 1 T entire DMthen serves as t he st art poi nt for subsequent resource request s, and t he syst emcapt uring i nform i on generat ed at each he E at stage of a requirem s life cycle. A ent erprise can bui l d a resource m ent' n anagem and account i ng syst emfromt he cust om focus of ent er managing the life cycle of satisfying the custom s requirem er' ent. PAGE 56
    57. ROY ROEBUCK ENTERPRISE ENGINEERING CONTINUOUS QUALITY IMPROVEMENT TRANSITION STRATEGY (PHASE 1) 1. 2. 5. BUILD THE BASELINE INVENTORY. CUSTOMER 1. IDENTIFY, DEFINE, AND INVENTORY STRUCTURE. 4. 2. IDENTIFY AND DEFINE STANDARD PROCESSES. PRODUCT = A RESOURCE, A CREATED GOOD OR SERVICE. 3. IDENTIFY AND DEFINE STANDARD AND NON-STANDARD PRODUCTS. PROCESS = AN ACTIVITY FOR CREATING A PRODUCT. 6. 4. IDENTIFY AND INVENTORY CUSTOMERS. STRUCTURE = THE FRAMEWORK FOR DISTRIBUTING A PROCESS 5. IDENTIFY AND INVENTORY AND ITS PRODUCT. PRODUCT PROCESSES CUSTOMERS PERFORM. CUSTOMER = ANY POSITION, 6. IDENTIFY AND INVENTORY PERSON, OR PROCESS THAT REQUIRES A PRODUCT AS INPUT. 3. STANDARD AND NON-STANDARD PRODUCTS WHICH CUSTOMERS UTILIZE OR PRODUCE, BY LIFE CYCLE PHASE. SECTI O I X: N SU M R . M AY I have presented in this docum a system m ent hi ay atic ethod by w ch an organi zat i on m achi eve cont i nous qual i t y i mprovem usi ng a m hod ent et called general enterprise modeling. T first phase, building the baseline m , w provide an organi zat i on w t h a dynamc ent erprise he odel ould i i m that could serve as the basis for m im odel ajor provem in organization culture, products, processes, and structure. It provides the basis ents for com prehensi ve managem and focused efforts on exceedi ng custom expect at i ons. ent er PAGE 57
    58. ROY ROEBUCK ENTERPRISE ENGINEERING CONTINUOUS QUALITY IMPROVEMENT TRANSITION STRATEGY (PHASE 2) CUSTOMER REFINE THE ENTERPRISE MODEL. 1. REFINE THE ENTERPRISE NETWORK DIRECTORY. 2. REFINE THE NETWORK PRODUCT = A RESOURCE, A ENABLED DYMANIC ENTERPRISE CREATED GOOD OR SERVICE. MODEL. PROCESS = AN ACTIVITY FOR 3. PERFORM RESOURCE CREATING A PRODUCT. ANALYSIS. STRUCTURE = THE FRAMEWORK 4. PREPARE BUDGET FOR DISTRIBUTING A PROCESS DOCUMENTATION. AND ITS PRODUCT. PRODUCT 5. CHANGE PROGRAM RESOURCES. CUSTOMER = ANY POSITION, PERSON, OR PROCESS THAT 6. MAKE TRANSITIONS. REQUIRES A PRODUCT AS INPUT. 7. OPERATE IN THE NEW ENVIRONMENT. W the refined basel i ne m ith odel i n pl ace and bei ng used as t he core of corporat e managem , t he organi zat i on can begi n t o opt i m its ent ize products, processes, and structure to m the quality characteristics that satisfy its custom eet ers. T w e ent his ould be a tim of realignm and reorganization. It w e he em ould also be a tim of great opportuni t y and benef i t . T i ncreasi ng m ber experience of interdependence within the enterprise and w the environm w d strengt hen t he shared i dent i t y of the m bers. U ng ith ent oul em si the enterprise m continually reinforces their aw odel areness. PAGE 58
    59. ROY ROEBUCK ENTERPRISE ENGINEERING CONTINUOUS QUALITY IMPROVEMENT TRANSITION STRATEGY (PHASE 3) CONTINUOUS IMPROVEMENT CULTURE CUSTOMER CREATE A CONTINUOUS IMPROVEMENT ENTERPRISE PRODUCT = A RESOURCE, A CREATED GOOD OR SATI SFACTI ON 1. MANAGE FULL LIFE SERVICE. CYCLE OF CUSTOMER PROCESS = AN ACTIVITY REQUIREMENTS. FOR CREATING A PRODUCT. PRODUCTI ON 2. PROVIDE QUALITY PRODUCT PRODUCTS (CORE STRUCTURE = THE PRODUCTS AND THEIR FRAMEWORK FOR DELIVERY) TO DISTRIBUTING A PROCESS I MPROVEMENT CUSTOMERS. AND ITS PRODUCT. CUSTOMER = ANY 3. CONTINUOUSLY POSITION, PERSON, OR IMPROVE TO GIVE PROCESS THAT REQUIRES CUSTOMERS A PRODUCT AS INPUT. EXTRAORDINARY SATISFACTION. T final phase of bui l di ng w d be t o cont i nue t o operat e i n t he new environm , al w focusi ng on shared i dent i t y of m bers, on he oul ent ays em custom and on cont i nuous qual i t y i m ers, provem . ent PAGE 59
    60. ROY ROEBUCK ENTERPRISE ENGINEERING CONTINUOUS QUALITY IMPROVEMENT TRANSITION STRATEGY (OVERVIEW) CONTINUOUS IMPROVEMENT CULTURE STRATEGY: BUILD AND MAINTAIN A SINGLE DISTRIBUTED ENTERPRISE REPOSITORY OF: CUSTOMER -STANDARD RESOURCES (INPUT/CONTROL/OUTPUT /MECHANISM) --CONFIGURATIONS SATI SFACTI ON --COMPONENTS -NONSTANDARD RESOURCES --CATEGORIES PRODUCT = A RESOURCE, A -CUSTOMERS CREATED GOOD OR PRODUCTI ON --UNIT POSITIONS SERVICE. --PROCESSES APPLIED PROCESS = AN ACTIVITY FOR --RESOURCE REQUIREMENT PRODUCT QUANTITIES BY LIFE CYCLE PHASE CREATING A PRODUCT. --PRODUCT SATISFACTION I MPROVEMENT -PROCESSES STRUCTURE = THE --INPUT RESOURCES FRAMEWORK FOR --OUTPUT RESOURCES DISTRIBUTING A PROCESS --CONTROL RESOURCES AND ITS PRODUCT. --MECHANISM RESOURCES -STRUCTURE CUSTOMER = ANY POSITION, --LOCATIONS PERSON, OR PROCESS THAT --ORGANIZATIONS REQUIRES A PRODUCT AS --UNITS INPUT. --FUNCTIONS -TRAINING STATUS OF PERSONS In sumary, I' ve presented a generalized ent erprise m , al ong w t h a vi si on of evol vi ng ent erprise capabi l i t y and a not i onal plan of m odel i im entation. T transition of an existing organization to a custom focused continuous quality im plem he er provem organi zat i on i s pract i cal , ent feasible, and affordable, using the ideas presented here. Product i vi t y gai ns, human-pot ent i al i ncrease, and cost decrease fromi m em i ng t hi s corporat e m pl ent anagem m hod, w ent et arrant i mediate m examination by those w see its im ho plications. Benefits in strategic, m anagerial, adm inistrative, and operational perform are possible in a relatively short tim ance e. PAGE 60
    61. ROY ROEBUCK ENTERPRISE ENGINEERING EPILOG: W w d an ent erprise bui l d a D i c Ent erprise M hy oul ynam E) odel ( D M, usi ng t he C i nuous Q i t y Im ont ual provem ( C I) and ent Q General Ent erprise M odel ( G M paradi gm E) s? The D Mcan r educe ent er pr i s e annual oper at i ng cost , personnel , and ot her resource requi r em s, and i ncrease t he E ent product i vi t y/ out put/responsi veness of al l m ed com odel i e ponent s. Wt h i t , w can answ queries i n seconds/ mnut es/ hours, w er i hat now t akes days/ w eeks/ m hs, or never. ont T DMorganizes enterprise critical inform he E ation, giving it a dynam structure and order , decreasi ng t he w oad i n preparing, ic orkl maintaining, and using that inform ation. It is a Corporate Information Repository containing both shared data and shared software u its. n The D Mstarts from a Top-Level m E odel ( G ) . H ever , by bui l di ng in phases fromt he bot t omup, i t accomodat es resource EM ow m constraints and shifting priorities and criticality. E pl i The D Mcom i es w t h, i nt egrat es, and i mproves upon several concept s. T are t he C concept s of Funct i onal Process hey IM Improvement: Functional Economc A ysi s, A i vi t y B i nal ct ost ct odel at odel at dm ased C i ng, A i vi t y M i ng and D a M i ng; D a A i ni strat i on; at usi Inform i on Infrastruct ure; and B ness R eengi neering. I t adds t he funct i onal i t y of Configurat i on M anagem , L C e ent ife ycl Managem , and Tot al Q i t y M ent ual anagem . ent The D Mprovi des i ncreasi ngl y m useful product s at stage of its developm , using exist i ng ent erprise net w resources, E ore ent ork current personnel , and existing information. Stage 1 provides a shared-use netw orked Struct ural M com ni ng t he funct i onal i t y of a L or syst em(w odel bi ocat here) , a Concept of Operations m odel as a subject-based coordinat i on syst em(w w w ch funct i ons, w ch posi t i ons), and a ho/ hy, hi hi m i ai Tel ecom uni cat i ons D r ect ory (phone/ f ax/ em l numbers, i ncum ' s nam . I t provi des a useful dat abase for bent e) geographic inform ation systemdispl ays of them i c m at aps. Stage 2 provides the above, w an added directory of activities perform by each function/position. T di spl ays t he ith ed his distribution of functions and activities across the enterprise to the position level , as w as the activities com ell prising each function, w is a useful start point for A hich ctivity M odeling. S 3 provides all the above, w an added directory of standard categories of resources such as inform tage ith ation technol ogy and data elem hi oul at odel ents. T s w d provi de an appropriat e st art poi nt for bot h D a M i ng and A i vi t y B ct ased C i ng. ost Considering persons as resources, i t provides the m echanismfor creating a directory of experience / interest / skills / knowledge / ability profiles of all enterprise m bers, suppliers, and custom em ers. Stage 4 adds a directory of enterprise custom to the above. T ers hese custom are positions, activities, or resources that ers require i nput fromsom suppl i er posi t i on/ act i vi t y/resource. T s faci l i t at es m e hi anagi ng cust om requirem s and er ent satisfying them . St age 5 adds refinem t o t he custom direct ory by m i ng w ent er odel orkflow t hroughout t he suppl i er/cust om chai n for er internal and external custom ers/suppliers. T is a startpoint for W his orkflowA ation and E utom lectronic D Interchange. ata Stage 6 adds a shared-data generalized life cycle COPYRIGHT ROY ROEBUCK, 1992. syst em for ent erprise resource requirem s, from i ni t i al concept i on, t hrough resourci ng and devel opm , t hrough operat i ons and ent ent maintenance, t o reval i dat i on of the requirem . ent T D Mw l l r educe t he l earni ng curve for incomng personnel i n t heir job and w si t e. he E i i ork T D M i l l ai d t he st andardi zat i on process and i n decreasi ng process variat i on. he E w T DMs data structure design is inherently st abl e i n i t s norm i zat i on. he E ' al W can i m em t he D Musi ng m form of com ers, net w e pl ent E any s put orks, dat abases, and operat i ng syst ems. T D Mprovi des benefits anal ogous t o comon currency, l anguage, hi st ory, and cust om w t hi n a cul t ure. he E m s i PAGE 61
    62. ROY ROEBUCK ENTERPRISE ENGINEERING USES OF THE DEM: Strategic/C ontrol / O perat i onal Pl anni ng St aff/W orkgroup C oordi nat i on Operat i ons (C 3I) Sim at i ons ul D ographi c/ C em artographi c/ T at i c/ G hem eographi c V sual i zat i on i Intelligence C ollection/Fusi on/ A ysi s nal IC SE/ C D G EIS/ V sual i zat i on R A A / IS/ i eposi t ory R i gnm / R eal ent eorgani zat i on C i ngency O ont rgani zat i on Inform i on R at esour ce M anagem ent Privat e/ C orporat e/ G en/ at overnm N i onal / G obal Inform i on L or l at ocat Corporat e D ocat irect ory/ L or/E ncycl opedi a/ D ct i onary/Invent ory/ C i ross-Index R r em Li f e C e M equi ent ycl anagem ent Corporat e A ccount i ng Fi nanci al M anagem ent Manpow / Posi t i on M er anagem ent Tr ai ni ng M anagem ent Suppl y/ Equi pm ent M anagem ent M er i el M at anagem ent Funct i onal M anagem ent Program Pr oj ect M / anagem ent Site Invent ory Faci l i t y M anagem ent N w k M et or anagem ent Resource L i ng and D stribut i on evel i C i gur at i on M onf anagem ent Int egrat ed C t ure/ T ul echnol ogy C hange O ne D ent at i on/ Educat i on/ Trai ni ng/ M oring nLi ocum ent K l edge/ Ski l l s/ A l i t y/ E now bi xperience/ E ducat i on/ T ni ng Invent ory rai Int erest N w ng/ C et orki onferenci ngO rgani zat i onal D opm evel ent Tot al Q i t y M ual anagem ent Custom Suppor t / Servi ce er Per f or m ance M easurem ent Int ernal M anagem C ent ontrol R sk A i ssessm ent Policy A ysi s nal Operat i ons R esearch/ Syst em A ysi s s nal Research and D opm evel ent Research D ent at i on ocum Business R eengi neering Preparat i on for A i vi t y M i ng and D a M i ng (e. g. , I D F ct odel at odel E) Preparat i on for B ness Process Im usi provem sent A i vi t y B ct ased C i ng ost Economc A ysis i nal M ket i ng ar N i onal / R onal / L at egi ocal M i ng of: odel Educat i on System H t h C Syst em eal are E ogi cal Syst em col Econom c Syst em i Product i on/ D stribut i on/ C i onsum i on/ D sposal of Product s and B pt i y-Product s Job B vs. E ase ducat i on/ V i on/ Ski l l T ni ng B ocat rai ase PAGE 62
    63. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: DATE:01/28/93 WORKING READER DATE CONTEXT: PROJECT: REV: DRAFT RECOMMENDED Top NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION ICOMs are entities that are utilized or produced by an activity. Controls Constrain or Enable the Activity. Some Examples of Controls are Assigned Responsibility, Authority, Resource Level, Schedules, and the existing method of conducting the activity. Controls Labels redesignate an ICOM, giving it a new title for its subsequent representation in the activity model. Activity Inputs Being Outputs Inputs are entities that initiate an activity and are transformed by Modeled Outputs are what is generated as a result of performing the activity. Outputs can the activity. If the entity is not include both intended outputs, the transformed by the activity, it is products of the activity, and unintended probably a control. outputs, the by-products of the activity. Mechanisms Mechanisms are who or what does the work within the activity (i.e, the resources applied but not consumed). The Who canstart with all members of the enterprise and can be decomposed down to specific individuals or formal/informal groups. The What can be the toolsand procedures used, whether manual or automated. The What entities canbe transport or processing mechanisms for the activity's internal components. NODE: FEO TITLE: Reading an Activity Model. NUMBER: ENCLOSURE 1 PAGE 63
    64. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 06/17/93 X WORKING READER DATE CONTEXT: PROJECT: FORM A CONTINUOUS QUALITY REV: DRAFT IMPROVEMENT ORGANIZATION Top RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION Enterprise Executive Enterprise Enterprise Enterprise Enterprise Existing Existing Engineering Emphasis on Model User Budgets Schedules Mission Laws Economic Methods Enterprise Requirements Purpose Conditions Integration EEM Customer Customer Reliance Requirements Product Member Quality Role/ FORM A Measurements Identity CONTINUOUS Process Enterprise Managed QUALITY Quality Measurements Objects IMPROVEMENT Structure Enterprise ORGANIZATION Quality Measurements Culture Adjusted Product Enterprise Demand Boundary Higher Within Customer Environment 0 Satisfaction Enterprise Enterprise Support Members Appropriate Systems Product Inventory Purpose: To create a single generalized model for building and maintaining a continuous quality improvement organization, for Life-Cycle application by specific enterprises. By-Products Viewpoint: The perspective of full awareness of an Dynamic enterprise, equivalent to a fully conscious, aware, Enterprise experienced, and knowledgeable person. Model Dynamic Scope: Any Organization Enterprise Enterprise Culture NODE: -0 TITLE: NUMBER: Top Level Activity, Forming a CQI Organization PAGE 64
    65. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 06/17/93 X WORKING READER DATE CONTEXT: PROJECT: FORM A CONTINUOUS QUALITY REV: DRAFT IMPROVEMENT ORGANIZATION RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION Executive Enterprise Enterprise Enterprise EEM Enterprise Existing I1 Emphasis on Model User Budgets Schedules Mission Laws Enterprise Requirements C1 Purpose Integration C4 C5 Customer C7 Requirements C2 C3 C6 I2 Existing Member Economic Role/ Conditions Identity DYNAMIC ENTERPRISE C8 CULTURE BUILD AND MAINTAIN I3 A BASELINE DYNAMIC ENTERPRISE MODEL Enterprise (DEM) BUILD AND Managed MAINTAIN A O1 Objects CORPORATE MANAGEMENT Dynamic ENVIRONMENT Corporate Enterprise PERFORM Model I4 FROM THE DEM Management MISSION BY 1 2 Environment Enterprise SATISFYING THE Culture FULL LIFE CYCLE O2 OF CUSTOMER REQUIREMENTS Dynamic DEM Enterprise I5 3 Culture Enterprise Boundary Within Environment DEM Changes and Improvements NODE: 0 TITLE: FORM A CONTINUOUS QUALITY IMPROVEMENT ORGANIZATI NUMBER: PAGE 65
    66. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 01/23/93 X WORKING READER DATE CONTEXT: PROJECT: CREATE A DYNAMIC REV: DRAFT ENTERPRISE MODEL, PHASE i RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION Enterprise EEM Organizations C1 Enterprise Structure Model Enterprise Locations Inventory CURRENT Enterprise STRUCTURE I1 Structure 1.1 Enterprise Managed Enterprise Directory/ Objects Enterprise Enterprise Management Production Functions EEM Model Units CURRENT Enterprise PROCESSES Activities Define Enterprise Activities Process 1.2 Improvement EEM Enterprise Model Resource CURRENT Types Define PRODUCTS Enterprise Resources 1.3 EEM BASIC Customer Process PRODUCTS Model CURRENT Improvement FROM Teams Inventory CUSTOMERS ENVIRONMENT Enterprise O1 DEM Customers Workflow 1.4 EEM Model Inventory CUSTOMER/ Activities SUPPLIER Enterprise CHAIN CURRENT Customers PRODUCT Perform INVENTORY 1.5 EEM Enterprise CURRENT Requirements PRODUCT Inventory DEMAND Enterprise Products Resource 1.6 Management Model NODE: 1 TITLE: BUILD AND MAINTAIN A BASELINE DYNAMIC ENTERPRISE NUMBER: PAGE 66
    67. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 01/23/93 X WORKING READER DATE CONTEXT: PROJECT: CREATE A DYNAMIC REV: DRAFT ENTERPRISE MODEL, PHASE i RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION I1 Enterprise Locations EEM Enterprise Structure I2 Build a Catalog Enterprise Catalog of Organizations Enteprise Structure Objects I3 Enterprise 1.1.1 Production O1 Units Enterprise EEM Structure Model I4 Enterprise Build a Functions Cross-Index of Enterprise Structure Objects Enterprise 1.1.2 Structure Cross-Index Structure Improvement Teams Enterprise Members NODE: 1.1 TITLE: Inventory Enterprise Structure NUMBER: PAGE 67
    68. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 01/23/93 X WORKING READER DATE CONTEXT: PROJECT: CREATE A DYNAMIC REV: DRAFT ENTERPRISE MODEL, PHASE i RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION EEM Location Build a Model Location Model to I1 Building Enterprise Room Level EEM Locations 1.1.1.1 Organization Build an Model Organization I2 Model to O1 Supervisor Enterprise Level Enterprise Organizations 1.1.1.2 EEM Structure Unit Catalog Build a Model Production I3 Unit Model to the Unique Enterprise Position Level Production 1.1.1.3 EEM Units Build a Function I4 Model to 4th Level of Enterprise Detail 1.1.1.4 Function Functions Model NODE: 1.1.1 TITLE: Build a Catalog of Enteprise Structure Objects NUMBER: PAGE 68
    69. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 01/23/93 X WORKING READER DATE CONTEXT: PROJECT: CREATE A DYNAMIC REV: DRAFT ENTERPRISE MODEL, PHASE i RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION EEM Location- Location and Organization Organization Locations Associations Objects Occupied by Each Organization Generated from Location-Unit Associations. Organization EEM 1.1.2.1 and Unit Organization- Objects Unit Unit Associations Proponent Selects Their Organization from Catalog. EEM 1.1.2.2 Unit Location- I1 Paragraphs Unit Enterprise Select Their Associations Structure Location Locations, Catalog and Unit Buildings and Objects Rooms from EEM Unit- Catalog Function 1.1.2.3 Associations Unit Paragraphs Select Their Functions From Catalog. EEM Location- Unit and Unit Function 1.1.2.4 Unique Unit Association Objects Refinement. Positions Location Refine the and Unit Selection of Objects Building, Room, and Function. 1.1.2.5 NODE: 1.1.2 TITLE: Build a Cross-Index of Enterprise Structure Obje NUMBER: PAGE 69
    70. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 01/24/93 X WORKING READER DATE CONTEXT: PROJECT: CREATE A DYNAMIC REV: DRAFT ENTERPRISE MODEL, PHASE i RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION EEM Enterprise Compile and Activity Standardize Catalog Enterprise a Hierarchy Structure - Activity I2 of Activities Cross-Index Enterprise (Top Level Activities Activity 1.2.1 Refined Structure - Activity EEM Cross-Index EEM EEM Select Functional Functions and Unit EEM Identify The Associated Paragraphs Locations, Units, Select the Paragraphs, Unique Organizations, I1 Activities Units, and Positions Which They Positions Select The Paragraphs, Enterprise That Perform. Accomplish 1.2.3 Activities and Unique Structure Model Positions that Them They Perform. EEM 1.2.2 Perform a 1.2.4 Specific Activity and/or Form Teams Enterprise function. to IDEF0 Functional 1.2.5 Activity Distribution Model the Cross-Index Critical Activities, O2 With Participation Process from Improvement Appropriate Teams Stakeholders. 1.2.6 Functional Enterprise Managers Members NODE: 1.2 TITLE: Define Enterprise Activities NUMBER: PAGE 70
    71. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 01/24/93 X WORKING READER DATE CONTEXT: PROJECT: CREATE A DYNAMIC REV: DRAFT ENTERPRISE MODEL, PHASE i RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION EEM EEM EEM Enterprise Resource Build A Catalog Identify Each Select the Refined Hierarchy of Standard Resource Major Resource I2 Category as Component Catalog Categories of Enterprise Resources. Composite or Resource Resource 1.3.1 Singular Objects To Types Objects the Singular 1.3.4 Object Level for each Composite Product Resource Improvement Refined Resource Object. Teams 1.3.5 Catalog EEM Select the Enterprise Resources Members Utilized or Produced by Each Activity Being Modeled and EEM Identify as Enterprise Directory/ ICO or M, Management 1.3.2 Business Model Rule Model (e.g., Data Enterprise Model) the Activity Activity Models 1.3.3 Enterprise Business Rule/Data Models M1 Process Improvement Teams NODE: 1.3 TITLE: Define Enterprise Resources NUMBER: PAGE 71
    72. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 01/24/93 X WORKING READER DATE CONTEXT: PROJECT: CREATE A DYNAMIC REV: DRAFT ENTERPRISE MODEL, PHASE i RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION EEM Select All Enterprise Unique Positions, Activity Transactions, and Composite Resource Types, and Identify Them as Customers 1.4.1 NODE: 1.4 TITLE: Inventory Enterprise Customers NUMBER: PAGE 72
    73. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 01/24/93 X WORKING READER DATE CONTEXT: PROJECT: CREATE A DYNAMIC REV: DRAFT ENTERPRISE MODEL, PHASE i RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION EEM Supplier- EEM Customer- EEM For Each Customer Activity Customer Model Model For Each Identify the Activity Input, Activity Control, and Output, Activities Mechanism, Identify the Associated with I1 Each Customer. Identify the Destination O1 Source Activity Activity and Customer and Customer. Workflow Model Customer. Model 1.5.1 1.5.3 1.5.2 Individual Members and Product Enterprise and Process Members Proponents NODE: 1.5 TITLE: Inventory Activities Enterprise Customers Perfo NUMBER: PAGE 73
    74. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 01/24/93 X WORKING READER DATE CONTEXT: PROJECT: CREATE A DYNAMIC REV: DRAFT ENTERPRISE MODEL, PHASE i RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION Baseline Baseline Enterprise Enterprise Resource Resource EEM Distribution EEM Production EEM Model Model Identify Identify the Identify The Projected Cumulative Resource Transaction Resource Quantities Workload per Quantities Currently Year, per Required per Recorded as Customer Requested, Customer Activity, in Transaction, Approved, Terms of Based on Autrhorizated, Output Annual MATERIEL Allocated, and Customer Assigned, for Resources to PLAN I2 Be Produced. Transaction each Customer Workload. Activity. Enterprise 1.6.1 1.6.2 1.6.3 Requirements NODE: 1.6 TITLE: Inventory Enterprise Products NUMBER: PAGE 74
    75. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 06/17/93 X WORKING READER DATE CONTEXT: PROJECT: FORM A CONTINUOUS QUALITY REV: DRAFT IMPROVEMENT ORGANIZATION RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION Enterprise Existing Existing Mission Laws Economic EEM Purpose Conditions C3 C1 C2 C4 REFINE THE I1 NETWORK DIRECTORY DYNAMIC ENTERPRISE 2.1 CULTURE Coordinated REFINE THE Culture DEM I2 DEM 2.2 O1 MAKE Corporate TRANSITIONS Management Integrated Environment Culture 2.3 O2 DEM Changes and Improvements NODE: 2 TITLE: BUILD AND MAINTAIN A CORPORATE MANAGEMENT ENVIRO NUMBER: PAGE 75
    76. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 06/18/93 X WORKING READER DATE CONTEXT: PROJECT: FORM A CONTINUOUS QUALITY REV: DRAFT IMPROVEMENT ORGANIZATION RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION Enterprise Existing Mission Laws Purpose C2 C1 Resourced Existing Programs Economic PERFORM Conditions RESOURCE ANALYSIS C3 2.3.1 Approved PREPARE Budgets BUDGET DOCUMENTATION I1 2.3.2 Integrated Adjusted O1 Culture CHANGE Allocations RESOURCE Corporate ALLOCATIONS Management Environment 2.3.3 CHANGE ORGANIZATION STRUCTURE O2 2.3.4 DEM Changes and Improvements NODE: 2.3 TITLE: MAKE TRANSITIONS NUMBER: PAGE 76
    77. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 05/28/93 X WORKING READER DATE CONTEXT: PROJECT: CUSTOMER FOCUSED REV: DRAFT ENTERPRISE ACTIVITY MODEL RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION Current ENTERPRISE Existing Existing MISSION EXECUTIVE Customer Laws Economic EMPHASIS Satisfaction PURPOSE Conditions C2 C1 CUSTOMER RELIANCE PRODUCT CURRENT CURRENT QUALITY CURRENT PROCESSES CUSTOMERS MEASUREMENTS O1 PRODUCTS PROCESS CURRENT QUALITY Dynamic STRUCTURE MEASUREMENTS Enterprise PERFORM Model MISSION BY STRUCTURE SATISFYING QUALITY FULL LIFE MEASUREMENTS CYCLE OF CUSTOMER O2 REQUIREMENTS Dynamic ADJUSTED Enterprise PRODUCT Culture 3.1 DEMAND BASIC PRODUCTS O3 HIGHER FROM CURRENT CUSTOMER DEM ENVIRONMENT PRODUCT SATISFACTION Changes DEMAND and CURRENT Improvements PRODUCT APPROPRIATE INVENTORY PRODUCT INVENTORY LIFE-CYCLE ENTERPRISE BY-PRODUCTS NODE: 3 TITLE: PERFORM MISSION BY SATISFYING THE FULL LIFE CYCL NUMBER: PAGE 77
    78. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 05/28/93 X WORKING READER DATE CONTEXT: PROJECT: CUSTOMER FOCUSED REV: DRAFT ENTERPRISE ACTIVITY MODEL RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION Current C5 EXECUTIVE C2 ENTERPRISE Customer EMPHASIS MISSION Satisfaction PURPOSE O1 C1 CUSTOMER RELIANCE MEASURE Existing Existing CUSTOMER Economic Laws O2 SATISFACTIO Conditions C3 PRODUCT N C4 QUALITY 3.1.1 MEASUREMENTS CUSTOMER EXPECTATIONS O3 M1 PROVIDE PROCESS ENTERPRISE DETERMINE PRODUCTS QUALITY CUSTOMER MEASUREMENTS REQUIREMENTS O4 3.1.2 STRUCTURE QUALITY CUSTOMER PRODUCT MEASUREMENTS INVENTORY M1 REQUIREMENTS ENTERPRISE 3.1.4 O5 SUPPLIER ADJUSTED INVENTORY PRODUCT M1 DEMAND ENTERPRISE O6 AVAILABLE HIGHER PRODUCE/IMPROVE PRODUCTS CUSTOMER REQUIRED SATISFACTION PRODUCTS O7 (GOODS/SERVICES) APPROPRIATE 3.1.3 PRODUCT INVENTORY PRODUCTION OPERATIONAL BY-PRODUCTS BY-PRODUCTS M1 O8 LIFE-CYCLE ENTERPRISE BY-PRODUCTS NODE: 3.1 TITLE: PERFORM MISSION BY SATISFYING FULL LIFE CYCLE OF NUMBER: PAGE 78
    79. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 06/01/93 X WORKING READER DATE CONTEXT: PROJECT: CUSTOMER FOCUSED REV: DRAFT ENTERPRISE ACTIVITY MODEL RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION EXECUTIVE EMPHASIS C2 I1 Current CURRENT Customer CUSTOMERS Satisfaction C1 I2 CURRENT MEASURE AS-IS PRODUCTS CURRENT Satisfaction (AS-IS) State SATISFACTION STATE I3 3.1.1.1 CURRENT PROCESSES O1 CUSTOMER EXPECTATIONS I4 CURRENT STRUCTURE DETERMINE FUTURE (DESIRED / EXPECTED) SATISFACTION STATE 3.1.1.2 M1 ENTERPRISE NODE: 3.1.1 TITLE: MEASURE CUSTOMER SATISFACTION NUMBER: PAGE 79
    80. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 06/01/93 X WORKING READER DATE CONTEXT: PROJECT: CUSTOMER FOCUSED REV: DRAFT ENTERPRISE ACTIVITY MODEL RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION AS-IS Support Current C1 Customer Characteristics and Measures Satisfaction I4 CURRENT MEASURE AS-IS STRUCTURE SUPPLIER SUPPORT (PROCESS / I3 STRUCTURE) CURRENT CHARACTERISTICS 3.1.1.1.1 AS-IS Product PROCESSES Characteristics and Measures MEASURE AS-IS PRODUCT I2 CHARACTERISTICS O1AS-IS AS-IS Product Satisfaction CURRENT 3.1.1.1.2 Service State PRODUCTS Characteristics and Measures MEASURE AS-IS PRODUCT SERVICE (AFTER DELIVERY) CHARACTERISTIC S 3.1.1.1.3 I1 CURRENT MEASURE AS-IS CUSTOMERS SUPPLIER / CUSTOMER RELATIONS AS-IS Customer CHARACTERISTICS 3.1.1.1.4 Relations Characteristics and Measures NODE: 3.1.1.1 TITLE: MEASURE CURRENT (AS-IS) SATISFACTION STATE NUMBER: PAGE 80
    81. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 06/01/93 X WORKING READER DATE CONTEXT: PROJECT: CUSTOMER FOCUSED REV: DRAFT ENTERPRISE ACTIVITY MODEL RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION Current Customer Satisfaction C1 DETERMINE DESIRED SUPPLIER SUPPORT (PROCESS / STRUCTURE) CHARACTERISTICS) DESIRED PRODUCT 3.1.1.2.1 CHARACTERISTICS DESIRED SUPPORT AND STANDARDS CHARACTERISTICS DETERMINE AND STANDARDS DESIRED PRODUCT CHARACTERISTICS O1 CUSTOMER 3.1.1.2.2 DESIRED PRODUCT EXPECTATIONS SERVICE CHARACTERISTICS I1 AND STANDARDS AS-IS DETERMINE Satisfaction DESIRED State PRODUCT SERVICE (AFTER DELIVERY) CHARACTERISTICS 3.1.1.2.3 DESIRED CUSTOMER DETERMINE RELATIONS DESIRED CHARACTERISTICS SUPPLIER / AND STANDARDS CUSTOMER RELATIONS 3.1.1.2.4 NODE: 3.1.1.2 TITLE: DETERMINE FUTURE (DESIRED / EXPECTED) SATISFACTI NUMBER: PAGE 81
    82. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 06/10/93 X WORKING READER DATE CONTEXT: PROJECT: CUSTOMER FOCUSED REV: DRAFT ENTERPRISE ACTIVITY MODEL RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION CUSTOMER EXPECTATIONS C1 I1 CURRENT DETERMINE Customer PRODUCT REQUESTED Requirements DEMAND PRODUCTS (GOODS / I2 SERVICES) Product Existing Approvals Economic CUSTOMER 3.1.2.1 and Plan INVENTORY Conditions DETERMINE Shortfalls C2 APPROVED PRODUCTS AND PLAN SHORTFALL 3.1.2.2 DETERMINE O1 AUTHORIZED Product PRODUCT PRODUCTS Allocations REQUIREMENTS AND PROGRAM and Budget SHORTFALL Shortfalls DETERMINE 3.1.2.3 ALLOCATED PRODUCTS AND BUDGET Product SHORTFALL Authorizations 3.1.2.4 and Program Shortfalls Products Assigned M1 DETERMINE and ASSIGNED ENTERPRISE Shortages AND SHORTAGE PRODUCTS 3.1.2.5 NODE: 3.1.2 TITLE: DETERMINE CUSTOMER REQUIREMENTS NUMBER: PAGE 82
    83. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 06/01/93 X WORKING READER DATE CONTEXT: PROJECT: CUSTOMER FOCUSED REV: DRAFT ENTERPRISE ACTIVITY MODEL RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION PRODUCT SUPPLIER Existing REQUIREMENTS INVENTORY Economic Conditions C2 C1 Improved C3 Production IMPROVE Characteristics PRODUCTION DESIGN CHARACTERISTICS 3.1.3.1 PROGRAM Approved (RESOURCE Program AND SCHEDULE) PRODUCTION AND Technology Approved IMPROVEMENTS Insertion BUDGET Budget 3.1.3.2 PRODUCTION Approved AND Development / IMPROVEMENTS Acquisition 3.1.3.3 Plans Approved DEVELOP / Production ACQUIRE Plans PRODUCTION I1 AND O1 BASIC IMPROVEMENT AVAILABLE COMPONENTS FORM PRODUCTS 3.1.3.4 PRODUCTION PRODUCTS FROM SYSTEM DISTRIBUTE ENVIRONMENT 3.1.3.5 PRODUCTION OPERATIONS M1 ENTERPRISE 3.1.3.6 Procured Production Components NODE: 3.1.3 TITLE: PRODUCE/IMPROVE REQUIRED PRODUCTS (GOODS/SERVICE NUMBER: PAGE 83
    84. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 06/01/93 X WORKING READER DATE CONTEXT: PROJECT: CUSTOMER FOCUSED REV: DRAFT ENTERPRISE ACTIVITY MODEL RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION PRODUCT REQUIREMENTS C1 Improved Product IMPROVE Characteristics PRODUCT DESIGN CHARACTERISTICS 3.1.3.1.1 O1 Improved Improved Production Process Characteristics IMPROVE Characteristics I1 PRODUCTION PROCESS DESIGN Technology CHARACTERISTICS Insertion 3.1.3.1.2 IMPROVE PRODUCTION STRUCTURE DESIGN CHARACTERISTICS 3.1.3.1.3 Improved Structure Characteristics NODE: 3.1.3.1 TITLE: IMPROVE PRODUCTION DESIGN CHARACTERISTICS NUMBER: PAGE 84
    85. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 06/01/93 X WORKING READER DATE CONTEXT: PROJECT: CUSTOMER FOCUSED REV: DRAFT ENTERPRISE ACTIVITY MODEL RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION Existing Economic C2 Conditions Approved Development / Acquisition Plans C1 FORM PRODUCTION STRUCTURE I1 3.1.3.5.1 Procured Production Production Components System Work Distribution FORM Plan PRODUCTION PROCESSES O1 3.1.3.5.2 Approved Production Plans NODE: 3.1.3.5 TITLE: FORM PRODUCTION SYSTEM NUMBER: PAGE 85
    86. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 06/01/93 X WORKING READER DATE CONTEXT: PROJECT: CUSTOMER FOCUSED REV: DRAFT ENTERPRISE ACTIVITY MODEL RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION Existing Economic Conditions C1 Production Units Organized DISTRIBUTE and Activated PRODUCTION STRUCTURE 3.1.3.6.1 Work Teams Organized DISTRIBUTE and Activated PRODUCTION I1 PROCESSES Approved 3.1.3.6.2 Production O1 Plans AVAILABLE PRODUCE PRODUCTS PRODUCT I2 Procured 3.1.3.6.3 Production Components NODE: 3.1.3.6 TITLE: DISTRIBUTE PRODUCTION OPERATIONS NUMBER: PAGE 86
    87. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 06/01/93 X WORKING READER DATE CONTEXT: PROJECT: CUSTOMER FOCUSED REV: DRAFT ENTERPRISE ACTIVITY MODEL RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION ENTERPRISE O2 MISSION PURPOSE ADJUSTED C2 Existing PRODUCT Laws DEMAND C1 O1 DELIVER PRODUCT PRODUCTS I1 QUALITY MEASUREMENTS AVAILABLE 3.1.4.1 PRODUCTS ACCOUNT Received FOR Products PRODUCTS 3.1.4.2 Product Inventory UTILIZE PRODUCTS Used 3.1.4.3 Products MAINTAIN PRODUCTS Recycled Products 3.1.4.4 DISPOSE OF PRODUCTS O3 APPROPRIATE Maintained 3.1.4.5 PRODUCT Products INVENTORY Enterprise Provides O4 A Service M1 Customers Who OPERATIONAL to Customers Receive Goods BY-PRODUCTS ENTERPRISE CUSTOMERS NODE: 3.1.4 TITLE: PROVIDE PRODUCTS NUMBER: PAGE 87
    88. ROY ROEBUCK ENTERPRISE ENGINEERING USED AT: AUTHOR: ROY ROEBUCK DATE: 06/01/93 X WORKING READER DATE CONTEXT: PROJECT: CUSTOMER FOCUSED REV: DRAFT ENTERPRISE ACTIVITY MODEL RECOMMENDED NOTES: 1 2 3 4 5 6 7 8 9 10 PUBLICATION Product Inventory C1 OPERATE PRODUCTS O1 PRODUCT 3.1.4.3.1 QUALITY O2 Used MEASUREMENTS Products I1 Waste Received Material Products CONSUME PRODUCTS 3.1.4.3.2 M2 Customers Who Receive Goods M1 Enterprise Provides A Service to Customers NODE: 3.1.4.3 TITLE: UTILIZE PRODUCTS NUMBER: PAGE 88
    89. ROY ROEBUCK ENTERPRISE ENGINEERING REQUIREMENT MIS BASE_OBJECT_CODE (FK) OBJECT_KEY (FK) PERSON MIS ASSOCIATED_OBJECT_CODE (FK) FACILITY OBJECT_KEY (FK) BUILDING OBJECT_KEY (FK) ASSOCIATION_CODE ROOM REQUIREMENT TITLE BA_RELATIONSHIP (ICOM) LATITUDE REQUESTING UNIT OBJECT_KEY (AK) AB_RELATIONSHIP (ICOM) LONGITUDE RELATIONSHIP CONDITION FUND MIS ALTITUDE STREET OBJECT_KEY (FK) STREET NUMBER CATALOG ZIP CODE CITY REQUIRED RESOURCE (INPUT PRODUCTS) OBJECT_KEY STATE INFORMATION MIS OBJECT_KEY (FK) COUNTRY OBJECT_CODE (AK) PARENT_CODE (AK) OBJECT_KEY (FK) AFFECTED UNIT OBJECT_KEY (AK) OBJECT_LEVEL SUPPORTED FUNCTION OBJECT_KEY (AK) END_OBJECT OBJECT_KEY (FK) SUPPORTED ACTIVITY OBJECT_KEY (AK) ORGANIZATION TITLE RESOURCE OBJECT_KEY (AK) ORGANIZATION PROPONENT PERSONNEL MIS OBJECT_KEY (FK) REQUESTED QUANTITY REQUESTED TIME REQUESTED QUALITY CHARACTERISTICS REQUESTING POC OBJECT_KEY (AK) MATERIEL MIS REQUEST JUSTIFICATION OBJECT_KEY (FK) EXPECTED REQUEST CLOSURE DATE UIC FUNCTION TITLE OBJECT_KEY (FK) UIC TITLE FUNCTION PROPONENT APPROVED QUANTITY PARAGRAPH APPROVED TIME PARAGRAPH TITLE APPROVED QUALITY CHARACTERISTICS PARAMULT APPROVALED POC OBJECT_KEY (AK) FACILITIY MIS APPROVED JUSTIFICATION PARAMULT TITLE LINE OBJECT_KEY (FK) APPROVED REQUEST CLOSURE DATE LINE TITLE LINEMULT OBJECT_KEY (FK) AUTHORIZED QUANTITY LINEMULT TITLE ACTIVITY TITLE AUTHORIZED TIME ACTIVITY PROPONENT AUTHORIZED QUALITY CHARACTERISTICS SERVICE MIS AUTHORIZATION POC OBJECT_KEY (AK) OBJECT_KEY (FK) AUTHORIZATION JUSTIFICATION AUTHORIZED REQUEST CLOSURE DATE ACTIVITY MODEL OBJECT_KEY (FK) ALLOCATED QUANTITY ALLOCATED TIME SPATIAL MIS ALLOCATED QUALITY CHARACTERISTICS OBJECT_KEY (FK) OBJECT_KEY (FK) ALLOCATING POC OBJECT_KEY (AK) LAST NAME ALLOCATION JUSTIFICATION BUSINESS RULE FIRST NAME EXPECTED DISTRIBUTION DATE (DATA) MODEL MIDDLE INITIAL RANK/GRADE OBJECT_KEY (FK) ASSIGNED QUANTITY ENERGY MIS ASSIGNED TIME SPECIALTY ASSIGNED QUALITY CHARACTERISTICS SERVICE OBJECT_KEY (FK) EXECUTIVE ASSIGNING POC OBJECT_KEY (AK) OPERATIONAL PERFORMANCE DATE RECEIVED TIME MIS OBJECT_KEY (FK) OBJECT_KEY (FK) OBJECT_KEY (AK) COUNTRY CODE AREA CODE CAPABILITY MIS EXCHANGE RESOURCE TITLE EXTENSION OBJECT_KEY (FK) RESOURCE PROPONENT DSN AREA RESOURCE POC OBJECT_KEY (AK) DSN PREFIX COMMO TYPE SECURITY TYPE SERVER OBJECT_KEY (FK) CURRENT LIFE CYCLE STAGE ENCLOSURE 2 PAGE 89
    90. ROY ROEBUCK ENTERPRISE ENGINEERING PAGE 90

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