A presentation I gave at the Enterprise Architecture Conference in 2007. It contains many pointers and tips regarding preparing diagrams for a variety of purposes.

1. Giving Good Whiteboard: The Art of Effective Diagramming March 29, 2007 Shared Insights – Enterprise Architecture Conference Bill Branson Author, Consultant, Coach

11. Example: One-page Diagram – Year 1 (c) 2007-2008 WhiteboardsThatWork.com

12. Example: One-page Diagram – Year 2 (c) 2007-2008 WhiteboardsThatWork.com

14. Example: One-page Diagram – Year 2 (c) 2007-2008 WhiteboardsThatWork.com

15. Infrastructure Framework Pattern End Users User Client Application Servers Files Network Resources Data E-Mail Security Services (Authen- tication) Network (c) 2007-2008 WhiteboardsThatWork.com Security Services (Personal Firewall) Security Services (Firewalls) Network Devices

16. Normalized Conceptual Use Case (c) 2007-2008 WhiteboardsThatWork.com Where? Local Remote Who? Associate, Contractor General Public Trusted Partner or Vendor What? Network Resources Terminal Services / Published Application Locally-Installed Application Application / Web Server How?

17. Normalized Use Case #1 Who? Where? Associate, Contractor What? Terminal Services / Published Application Locally-Installed Application Local Remote General Public Trusted Partner or Vendor Application / Web Server Network Resources How? (c) 2007-2008 WhiteboardsThatWork.com

18. Normalized Use Case #7 Who? Where? Associate, Contractor What? Terminal Services / Published Application Locally-Installed Application Local Remote General Public Trusted Partner or Vendor Application / Web Server Network Resources How? (c) 2007-2008 WhiteboardsThatWork.com

19. Logical Pattern #1 MAN WAN End Users User Client Network Resources Security Services (Authentication) Network Application Servers Non-Tacoma Offices Tacoma Office LAN Files Data E-Mail Network Resources  File Servers  Databases  Print Servers  Support servers  Data collector  Data store  AppSense  Web server  Test environment  Anti-virus  Disaster recovery XP Laptop Non 909 Tacoma Non Tacoma (Authentication request) 1 (Credential) 2 (Terminal services request) 3 (Authentication request) 4 (Authentication response) 5 (Access to network resources) 6 Associate, Contractor Terminal Services Local App Local Remote General Public Partner or Vendor App/Web Server Non-Russell supported Non-Russell supported Non-Russell hosted and supported Russell hosted and supported (c) 2007-2008 WhiteboardsThatWork.com Terminal Services  Stores objects  Authentication  Authorization  Fail-over  Replication  Test Environment  External Management  Report/audit  WINS  DNS  TS Licenses Domain Controller Browser Client Not IT- Supported Internet Browser Basic Image User Experience XP TS Thin Desktop NT authent. + Russell Dial-up Access + MS Office Applications XP Desktop Thick Client

20. Logical Pattern #7 Public 1 2 3 Database (Exodus) Associate, Contractor Terminal Services Local App Local Remote General Public Partner or Vendor App/Web Server Non-Company managed Non-Company hosted Non-Company hosted and managed Company hosted and managed User Client Network Application Servers Security Services (Firewalls) Network Devices End Users Network Resources Browser Client Not IT- Supported Internet Browser Not IT- Supported (Access to Company public Web) Internet (c) 2007-2008 WhiteboardsThatWork.com Non-Spt’d Device  Blocks inbound  Limited outbound  NAT Comp. addressess (non-tacoma)  Logs/Audits Internet Firewall  SSL  NAT  Load Balancing  Service filters (port) Load Balancer Web (Exodus)  Company.com (Connect to ISP) (Permitted traffic)

24. Example: Trading Department (BEFORE) (c) 2007-2008 WhiteboardsThatWork.com

25. Example: Trading Department (AFTER) (c) 2007-2008 WhiteboardsThatWork.com

26. Example: Knowledge Mgmt (BEFORE) Author Create Store Manage Discover Share Search View (c) 2007-2008 WhiteboardsThatWork.com

27. Example: Knowledge Mgmt (AFTER) Author Create Store Manage Discover Share Search View TACIT EXPLICIT LEVERAGE CREATE (c) 2007-2008 WhiteboardsThatWork.com

28. Data Inventory Tool (c) 2007-2008 WhiteboardsThatWork.com

30. Example: Sequencing, Color, 3D (c) 2007-2008 WhiteboardsThatWork.com

31. TRADING CONTEXT MAP COMPLEXITY • SEC • CFTC • CFA • OCC • Bank of Ireland UNCERTAINTIES Real-time Regulatory People PROCESS • Multiple internal/external parties • Multiple countries • Multiple time zones • Multiple maturity, trade, settlement dates • Manual • Labor intensive daily cash position • No pre-trade compliance • Market changes • Redemptions/subscriptions Status Reporting • Highly specialized • High dependence • • • • • Markets • Regulation • Legislation TECHNOLOGY FACTORS • Technology Factors • Limited/no technical support • Aging/small vendor • Desktop grade technology • Duplication with RIS (c) 2007-2008 WhiteboardsThatWork.com