How to rapidly model a business or department.

1. Rapid Business Modeling: Getting to What Matters Shared Insights – Enterprise Architecture Conference October 25, 2006 Bill Branson Author, Consultant, Coach

6. Business Rules Motivational Model (Business Rules Group)

7. Means

8. End

9. Influences

10. Assessment and Value

13. Business Area Analysis

14. Intra Network Relationships

15. Inter Network Relationships

18. Key Tools

19. Departmental Relationships

20. Relationship Table Description of the relationship to the group Internal Party Description of the relationship to the group Internal Party Description of the relationship to the group Internal Party Description of the relationship to the group Internal Party Description of the relationship to the group External Party Description of the relationship to the group External Party Relationship Group

22. Technology Table Primary Function Related business processes Application Name Primary Function Related business processes Application Name Primary Function Related business processes Application Name Primary Function Related business processes Application Name Primary Function Related business processes Application Name Primary Function Related business processes Application Name Primary Function Related business processes Application Name Primary Function Related business processes Application Name Primary Function Business Processes Application

26. Generic Mutual Fund Structure

27. Implemented Mutual Fund Structure

28. Generic Trust Fund Structure

29. Implemented Trust Fund Structure

31. Value Map Optimized Funds New Clients & New Fund Requests Increased Quality of Manager & Market Information Increased Client Investments through Client Retention/ Satisfaction Increased Fee Income Business Value Increases Margins Revenue AUM Processes Aligned to Policies Optimized Compliance Oversight Increased “ Alpha” Manager Decisions Increased Fund Performance (alpha) Managed Risk Accelerated Information Delivery & Decision Making Operational Efficiency Consistent & Richer Manager Research Analysis Information Project Investments Market Share C l i e n t R e t e n t i o n M a r k e t & M a n a g e r I n f o r m a t i o n Effective monitoring Project Deliverables & Outcomes Investment Expertise

33. Vision to Implementation - Business View

35. Questions