This document discusses application portfolio management (APM) and provides an overview of the Corso solution. It begins with an introduction to Martin Owen, CEO of Corso, and his background. It then discusses the benefits of APM, including alignment of business and IT, vendor management, technology rationalization, and risk reduction. The document presents Corso's definition of APM and emphasizes taking a holistic view of the relationships between applications, technologies, information and business processes. It also shows how APM concepts can be modeled and aligned with the ArchiMate standard and TOGAF framework.

1. from ideas to delivery
©
Corso
2014
Applica1on
Por4olio
Management
with
ArchiMate
Mar1n
Owen,
CEO,
Corso

2. from ideas to delivery
©
Corso
2014
Mar1n
Owen
• CEO
and
co-­‐founder
of
Corso
• Enterprise
Architect
for
20+
years
• Popkin
SoGware,
Telelogic,
IBM
• Global
Product
Director
for
EA
and
Por4olio
Management
• Founder
author
of
BPMN
• Leading
The
Open
Group
ArchiMate
to
UML
mapping
work
group

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Corso
Overview
• Created
in
2011
• Offices
in
US,
Canada,
UK
and
Australia
• Former
IBM
Ra1onal
System
Architect™
product
team
• To
address
market
gaps
within
Enterprise
Architecture
and
Strategic
Planning
knowledge
and
agile
tools
• Global
network
of
EA
and
Por4olio
Management
tooling
specialists
• Premium
IBM
Business
Partners
– Products
– Cloud/SaaS
– Consul1ng
and
Training
Services
• Cer1fied
TOGAF,
ArchiMate®
prac11oners

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Agenda
• The
Drivers
for
Applica1on
Por4olio
Management
(APM)
• How
Corso
Defines
APM
• The
APM
Challenge
• Guiding
Principles
&
Best
Prac1ces
• Best
Prac1ce
APM
Methodology
• An
APM
Implementa1on
Example
• The
Corso
APM
Solu1on
• Ques1ons
and
Answers

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What
do
Senior
Business
Leaders
Need?
u Senior
Business
Execu1ves
need
to
make
decisions
that
are
ACTIONABLE
by
the
organiza1on
u Ac1onable
decisions
require
RELIABLE
analy1cs
u Reliable
analy1cs
requires
ACCURATE
&
TIMELY
data
u Accurate
&
1mely
data
requires
GOVERNANCE
u Governance
requires
COMMUNICATION
and
COLLABORATION

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Top
10
Strategic
CIO
Issues
2013
1. Simplify
IT
and
Transform
your
spending
2. Lead
the
Social
Revolu1on
3. Unleash
your
companies
intelligence
4. Embrace
the
engagement
economy
5. Future-­‐proof
your
IT
architecture
6. Upgrade
“cloud
strategy”
7. Transform
Big
Data
8. Systems
of
record
marry
systems
of
engagement
9. Lead
with
Speed
10. Bend
the
value
curve
2014
1. Drive
Customer-­‐Centric
Innova1on
2. The
Internet
of
Things
Will
Turn
Your
Business
Upside-­‐Down
3. Shaner
the
Legacy
Model
of
IT
Budge1ng
and
Expecta1ons
4. Dazzle
Customers
5. It’s
a
Mobile-­‐First,
Cloud-­‐First,
Social-­‐
First
World
6. Product
Development
and
IT
Must
Collaborate
7. Don’t
Fight
Tomorrow’s
War
with
Yesterday’s
Technologies
8. Embrace
Your
Metrics
9. Tie
Employee
Compensa1on
to
Knowledge-­‐Worker
Produc1vity
10. Design
and
Deliver
The
Transparent
Enterprise
hnp://www.forbes.com/sites/oracle/2014/01/10/the-­‐top-­‐10-­‐strategic-­‐cio-­‐issues-­‐for-­‐2014/

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Top
Informa=on
Technology
Management
Issues
hnp://www.cio.com/ar1cle/744601/State_of_the_CIO_2014_The_Great_Schism?
page=3&taxonomyId=3174

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“Quotes”
“It’s
'me
for
enterprise
architecture
to
step
up
and
take
on
a
leadership
role
offering
a
vision,
not
just
solving
problems.”
–Richard
Buchanan,
Managing
VP
at
Gartner
“CIOs
must
recognize
that
old
IT
structures
may
no
longer
work.”
-­‐Mike
Heim,
CIO
of
Whirlpool

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Is
it
Applica1on
Por4olio
Management
or
Enterprise
Por4olio
Management?
Business
KPI’s
Technical
Services
Technology
Roadmap
Business
Objectives
Business
Strategy
Technology
Standards
Business
Organization
Business Data
To-Be
Architecture
Vendor
Lifecycles
Applica=on
A
Applica=on
B
B
U
S
I
N
E
S
S
T
E
C
H
N
O
L
O
G
Y
Projects
Corporate
Alignment
Technical
Architecture
Security
Architecture
E
N
T
E
R
P
R
I
S
E
V
|
E
W
Service Level
Agreements
Business
Domain
Information
Architecture
Risk and
Compliance
Financial
Programs
Customers
Business
Processes
How
many
of
these
can
be
aligned
with
ArchiMate
and
TOGAF
concepts?

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ArchiMate
Metamodel
ArchiMate
aims
to
do
away
with
ambigui1es.
It
presents
a
unified
way
of
modeling
an
enterprise
architecture
by
integra1ng
the
various
domains
and
describing
them
in
an
easily
readable
way.

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Standard
Nota1on

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Applica1on
Por4olio
Management
Defined
Applica'on
PorGolio
Management
(APM)
is
a
management
discipline
that
requires
a
holis'c
view
of
how
Applica'ons,
Technologies,
Informa'on
and
their
interrela'onships
support
business
processes
and
automate
business
func'ons
in
order
to
meet
the
strategic
goals
and
objec'ves
of
the
organiza'on.

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The
Key
Benefits
of
Applica1on
Por4olio
Management
• Alignment
of
Business
and
IT
• Intelligent
Vendor
Management
and
Sourcing
• Technology
Ra1onaliza1on
• Management
of
Opex
and
Capex
spend
• Accelerated
technology
innova1on
• Lower
risk
and
complexity

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APM
Benefit:
Applica1on
Ra1onaliza1on
Example
Ac1ons:
• Analyze
applica1on
por4olio
and
its
support
of
business
processes
• Iden1fy
poten1al
consolida1on
candidates
• Analyze
poten1al
system
and
business
impacts
• Architect
Single
System
Solu1on
• Build
Deployment
Roadmap
and
Plan
Business
Value:
• Reduc1on
in
Opera1onal
Expenses
• Driving
Business
and
IT
Agility
• Reduced
Complexity
and
Risk
Consolidated
Single
System
of
Record
Applica=on
A
Applica=on
B
Applica=on
C
Applica=on
D
Business
needs
to
consolidate
a.er
a
merger

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Be
Aware
of
APM
Challenges!
• There
are
vast
amounts
of
informa1on
in
any
organiza1on
• Informa1on
is
contained
in
dozens
of
system
of
records
(or
in
the
minds
of
people)
• Much
of
the
exis1ng
informa1on
is
unstructured,
outdated,
incorrectly
entered
or
…
• Informa1on
is
owned
by
people
not
repor1ng
to
you
and
their
“day
job”,
makes
coopera1on
difficult
at
best
• Much
of
the
informa1on
is
in
a
constant
state
of
change
having
a
very
short
shelf
life

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Guiding
Principle
1:
Informa1on
Quality
Advanced
Analysis
Informa1on
Management
and
Governance
Quality
Informa1on
• Quality
Informa1on
is
the
core
Founda1on
for
Success

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2014
Guiding
Principle
2:
Informa1on
Management
and
Governance
Advanced
Analysis
Informa1on
Management
and
Governance
Quality
Informa1on
• Quality
Informa1on
is
the
core
Founda1on
for
Success
• APM
is
a
Sustainable
Process,
NOT
an
Event
• Changing
Informa1on
Requires
Enforced
Governance
• Automate
Data
Collec1on
through
Collabora1on
and
Integra1on

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Guiding
Principle
3:
Advanced
Analysis
Advanced
Analysis
Informa1on
Management
and
Governance
Quality
Informa1on
• Quality
Informa1on
is
the
core
Founda1on
for
Success
• APM
is
a
Sustainable
Process,
NOT
an
Event
• Changing
Data
Requires
Enforced
Governance
• Automate
Data
Collec1on
through
Collabora1on
and
Integra1on
• Advanced
Analy1cs
only
when
Informa1on
Quality
is
High

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Best
Prac1ce
APM
Methodology
Define
Strategy
Collect
Applica1ons
Document
Por4olio
Iden1fy
Opportuni1es
to
Change
Define
Transi1on
Plans
Update/
Modernize
Applica1ons
Govern
Por4olio

20. ©
Corso
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from ideas to delivery
©
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2014
Document Current State Architecture
Create roadmaps and plans for
transitioning business and IT
Gather Business
Architecture
Capture
Information
System
Architectures
Produce
Technology
Architecture
Define
Transition Plans
Govern and Manage Solution Deployment
Govern
Solutions
Manage
Changes to
Architecture
Activities
1. Bus Exec: Set scope of initiative
(ArchiMate Motivation Extension)
2. Bus Exec: Collect stakeholder/financial
priorities (ArchiMate Motivation
Extension)
3. Bus Analyst: Specify constraints and
business rules (ArchiMate Motivation
Extension)
Set Business Goals and Target
Milestones, Business Direction
Define Strategy
and Vision
Activities
7. Bus Analysts: Identify Current Business
Capabilities (ArchiMate Business Service)
8. Bus Analysts: Capture Business Processes/Org
Structure (ArchiMate Business Actor/ BPMN)
9. Bus Analyst: Optimize Business Processes
(BPMN)
Activities
4. Ops Analyst: Identify current physical
application assets (ArchiMate System
Software )
5. App Architect: Harvest appropriate
applications for application architecture
(ArchiMate Application Component)
6. App Architect: Define key capabilities of
Applications and usage patterns (ArchiMate
Application Collaboration)
Recognize return on investment
opportunities and maximise
savings
Identify
Opportunities
and Solutions
Activities
13. App Architect: Map applications to required
capabilities (ArchiMate Business/Application
Layer)
14. Project Mgr/PMO: Document current solution
projects (ArchiMate Implementation and
Migration Extension)
15. App Architect: Identify overlapping
capabilities in applications and provide
recommendations – Future State (ArchiMate
Implementation and Migration Extension)
16. Bus Exec/Stakeholders: Prioritize initiatives
(ArchiMate Implementation and Migration
Extension)
Activities
10. Tech Architect: Produce technology
reference model (ArchiMate Node,
Device, Network)
11. Tech Architect: Harvest existing
technology (ArchiMate Node)
12. Tech Architect: Map applications to
technology (ArchiMate Application/
Technology Layer)
Activities
17. Project Mgr/PMO: Define Application Roadmap
(Corso Roadmapping and ArchiMate
Implementation and Migration Extension)
18. Bus Exec/IT Exec: Approve transition plans
(Corso Roadmapping and ArchiMate
Implementation and Migration Extension)
Activities
19. Architect: Measure architecture
volatility (ArchiMate Model)
20. Architect: Submit changes for
approval (ArchiMate Model)
21. Stakeholder: Be notified when
architecture changes (ArchiMate
Model)
22. Review Board: Approve changes to
Architecture (ArchiMate Model)
Activities
23. Stakeholders: Provide metrics and
dashboards (ArchiMate Model)
24. Architect: Provide reference guidance
to projects (ArchiMate Model)
25. Architect: Feedback changes to
Architecture (ArchiMate Model)
26. Architect: Publish assets for re-use,
knowledge mgt (ArchiMate Model)
IT
op1miza1on
/
APM
A
BC D
E
F
G H
Applica1on
Por4olio
Management
–
Aligned
with
TOGAF
9
and
ArchiMate

21. ©
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from ideas to delivery
©
Corso
2014
The
Corso
Solu1on
for
APM

22. ©
Corso
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from ideas to delivery
©
Corso
2014
Document Current State Architecture
Create roadmaps and plans for
transitioning business and IT
Gather Business
Architecture
Capture
Information
System
Architectures
Produce
Technology
Architecture
Define
Transition Plans
Govern and Manage Solution Deployment
Govern
Solutions
Manage
Changes to
Architecture
Activities
1. Bus Exec: Set scope of initiative (System
Architect for XT)
2. Bus Exec: Collect stakeholder/financial
priorities (Focal Point)
3. Bus Analyst: Specify constraints and
business rules (System Architect for XT)
Set Business Goals and Target
Milestones, Business Direction
Define Strategy
and Vision
Activities
7. Bus Analysts: Identify Current Business
Capabilities (System Architect for XT)
8. Bus Analysts: Capture Business Processes/Org
Structure (System Architect for XT)
9. Bus Analyst: Optimize Business Processes
(System Architect Simulator)
Activities
4. Ops Analyst: Identify current physical
application assets (Tivoli CCMDB/TADDM)
5. App Architect: Harvest appropriate
applications for application architecture
(System Architect, RAM)
6. App Architect: Define key capabilities of
Applications and usage patterns (System
Architect, RAM)
Recognize return on investment
opportunities and maximise
savings
Identify
Opportunities
and Solutions
Activities
13. App Architect: Map applications to required
capabilities (System Architect)
14. Project Mgr/PMO: Document current solution
projects (RAM)
15. App Architect: Identify overlapping
capabilities in applications and provide
recommendations – Future State (System
Architect)
16. Bus Exec/Stakeholders: Prioritize initiatives
(Focal Point)
Activities
10. Tech Architect: Produce technology
reference model (System Architect)
11. Tech Architect: Harvest existing
technology (Tivoli CCMDB/TADDM)
12. Tech Architect: Map applications to
technology (System Architect)
Activities
17. Project Mgr/PMO: Define Application Roadmap
(System Architect/Focal Point)
18. Bus Exec/IT Exec: Approve transition plans
(Focal Point)
Activities
19. Architect: Measure architecture
volatility (System Architect)
20. Architect: Submit changes for
approval (RAM)
21. Stakeholder: Be notified when
architecture changes (RAM)
22. Review Board: Approve changes to
Architecture (RAM)
Activities
22. Stakeholders: Provide metrics and
dashboards (System Architect (with
Cognos))
23. Architect: Provide reference guidance
to projects (System Architect)
24. Architect: Feedback changes to
Architecture (System Architect)
25. Architect: Publish assets for re-use,
knowledge mgt (RAM)
IT
op1miza1on
/
APM
A
BC D
E
F
G H
Applica1on
Por4olio
Management
–
Aligned
with
Corso
SaaS
offerings

23. from ideas to delivery
©
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2014
IBM
Ra1onal
System
Architect
• In
Gartner
leaders
quadrant
for
Enterprise
Architecture
• IBM’s
enterprise
architecture
tool
of
choice
• Large
interna1onal
client
base
• Created
in
1987
as
first
EA
tool
• Has
developed
over
1me
and
pioneered
many
firsts…
• Framework
manager,
BPMN,
TOGAF,
Zachman
etc.

24. from ideas to delivery
©
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IBM
Ra1onal
System
Architect
for
ArchiMate
• Method
Wizard
for
quick
build
• Full
2.0
nota1on
• Representa1onal
consistency
• Out
of
the
box
Reports
• Explorer
views
• Plug
in
for
IBM
Ra1onal
System
Architect
• Cer1fied
by
the
Open
Group

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©
Corso
2014
IBM
Ra1onal
System
Architect
Roadmapping
Lifecycle
States
App
Components
Selected
Anributes
Related
Business
Services
App
Component
to
Milestones
Org
Unit

26. from ideas to delivery
©
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IBM
Ra1onal
Focal
Point
• Por4olio
Management
capabili1es
• Por4olio
analysis
of
business
processes,
services,
applica1ons,
projects
• Priori1za1on
of
improvements
to
business
processes,
services,
applica1ons,
data,
infrastructure
• Pairwise
comparison
for
group
ranking
• Gann
Charts

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©
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Professional
Services
• ArchiMate
Quick
Start
– Workshop
with
key
stakeholders
• Define
the
context
of
the
Quick
Start
• Define
where
to
find
the
content
and
its
suitability
– Refine
ArchiMate
metamodel
– Gather
then
import
model
content
from
various
sources
(all
mapped
to
ArchiMate)
– Create
web
based
output
and
sample
analy1cs
‘the
quick
start
helped
me
get
a
vast
amount
of
data
into
the
tool,
using
the
ArchiMate
nota1on,
in
a
short
1me
and
see
immediate
value’
–
Financial
Services
Company

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©
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SoGware
as
a
Service
• Solu1ons
available
to
use
today
• Monthly
rental
on
Corso
Cloud
• Use
what
you
want,
when
you
want
• Contact
us
for
an
evalua1on
www.corso3.com/apm