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Creating Value … Driving Execution
Blissful Consulting Corp
Today’s session Takeaways
5
 Enterprises realize their vision and mission via strategic
execution to create enduring value
 Business Architecture aligns strategy to execution via a
structured approach
 Capability modeling, capability assessment and heatmapping
are key activities in the process
 Measurements of realized Business Value via audits confirm the
effectiveness of this approach
 Growth in Business Architecture Maturity is reflected in:
 Improved communication and collaboration across the enterprise
 Efficient and effective use of IT capital
Business Architecture Value Creation
6
Prioritized
Program
Investments*
• Develop New
Capabilities
• Enhance Current
Capabilities
Application
Portfolio
Mgmt
• Simplify Apps
• Consolidate
• Rationalize
Information/Data
Technology
Architecture*
• Standardize
• Streamline
• Re-platform
Business
Architecture
Analysis &
Outcomes
* Collectively represent desired Future State Architecture
Gold Medal Winners
“Connect the Dots”
7
Vision
• Clarity
• Buy-in
Strategy
• Articulates
‘how to’
• Initiatives
Capabilities
• People &
Process
• IT
Programs
• Roadmap
• Investments
Business Architecture as a Program
Business Architecture as a Service
8
 Business Architecture
 Translate strategy, goals and initiatives (and associated metrics)
into capabilities
 Design business architecture that enables targeted business
capabilities & processes
 Execute enterprise technology strategy assessment and planning
 Manage IT investment portfolio to achieve strategic goals and
business results
 Measure ROI and business value realized from IT investments
 Key Outcomes & Deliverables
 Business – IT alignment
 Multi-Year Roadmap
 IT Portfolio & Platform/Technology Initiatives
Telling the story – how Business Architecture
creates Enterprise Value
9
Case Study 1 – Rationalizing $150MM IT Investment
Portfolio
Case Study 2 – Re-engineering a $20B Procurement
Business
Case Study 3 – Defining Future State of Forecasting
and Quota Management in Software Sales
Case Study 1
Roadmap of Operations
Engagement
10
Engagement Roadmap
11
Setting the
stage
Capturing
Strategy,
Goals and
Capabilities
Needed
Assessing
Capabilities
(Value,
Performance,
Maturity)
Identifying
Gaps/
Opportunities
Prioritizing
Investments
Setting the stage –
Business Architecture primer for Stakeholders, Contributors
12
 Business architecture is the translation of Business Strategy to prioritized
Program investments that create and drive business value.
 Business architecture success is enabled via
 Business stakeholder engagement
 IT and EA involvement
 Business Architecture precedes, but is tightly integrated with
 Application Architecture
 Information Architecture
 Technology Architecture
 Business architecture maturity is driven by
 formalizing the function and increasing awareness
 CxO sponsorship
 Business Architecture creates deliverables that drive business success
 Capability Models
 Multi-Year Roadmaps
 Investment Prioritization Models
13
Business
Value
Definition
Business
Strategy &
FutureTrends
Strategic
Planning
Manage
Demand
Optimize
Portfolio
Manage
Portfolio
Manage Solution
Delivery
IT Services &
Operations
Strategic Planning
• Business Architecture
• Drives traceability across the business
(demand, programs, process,
technology, etc.
• Translates strategy into a roadmap of
capabilities needed to enable the
strategy
Manage Demand
• Facilitates capture and business case
development for strategic and tactical
demand
• Architectural planning informs demand
prioritization
Business Strategy & IT Outlook
• Provides a 3-5 year outlook of business
and IT vision, direction, priorities, and
goals
• Business Architecture completes
analysis of goals
Traceability
Business Architecture
Is a discipline that leverages a
structured approach to provide
executives with improved insights
into strategic planning and driving
greater business value via traceable
views across the business
Improved Insight &Traceability
Business Value Definition
identifies KPIs relevant to
strategy and capabilities to
calculate ROI
Technology Models,
Information Models
Setting the stage –
Business Architecture primer
Business and IT Alignment – Strategy and Goals Capture
12/11/201214
• Business Architecture
• Goals & Capabilities
• Planning Infrastructure (Tool/Repository)
Business-IT
Alignment
• Capability Models
• Goals Analysis & Capability Mapping
• Gaps & Overlaps
Business Analysis
• Prioritization
• Program Recommendations
• Consolidation Opportunities
Portfolio Planning
& Optimization
Microsoft Confidential 15
Futuristic Networks Corp
Strategy on a PageIMPERATIVES
Be the leading provider of high-performance network infrastructure by transforming the experience and economics of networking. Our strategy is centered on innovation and
customer value
Serve the high-performance networking requirements of global service providers, enterprises, and public sector organizations that view the network as critical to their
success
PRIORITIES
Leverage Position as Supplier of High-
Performance Network Infrastructure
Maintain and Extend Technology
Leadership
Be Strategic to Customers
Win workloads vs. Cisco Build Next Generation Enterprise
Services Platform
Build a High Performing set of Roles
Drive Sales Excellence
Partner with Services to drive growth,
deployment and penetration
Enable the Field to land the Enterprise
Operating Plan
Land Sales basics through process &
system simplification
Enable New IP-Based Services
Lead the future of productivity
Excel at Execution
Enable best in class Business &
Relationship Management processes
and tools
Improve Customer and Partner
satisfaction
Simplify the Communications Sector
ecosystem
Scale Partner Led Industry Solution Area
Selling
Capture the upside in Web2.0
Integrate customer and partner
relationship management, and health
assessment practices, into a single
CRM platform
• CM growth > Billed Revenue growth
• Total Selling Time > 60%
• Revenue/FTE CAGR 6-8% FY11-
FY13
• CSAT Targets
• Deployment
• Platform Mix
Share of Wallet versus
• CSCO, IBM, HP
• Revenue growth 10% CAGR 2012-14
• Customer Adds
• Wins with Partners
VISIONMISSIONOUTCOMES
Enable Partners with Services to drive
growth, deployment and penetration
16
Business Architecture: Goals Analysis
Goals analysis:
Analyzed Strategic Plan, Commitments, Operational Scorecard “What”
Description
KPI
“Impact”
Time
Improve Customer Experience strives to improve and orchestrate the end-to-end
experience, resulting in bringing new concepts to market quickly, revenue
growth and increased CPE, and will be measured by time to Customers' accepting
new Offerings, by 2010.
Goals Processes Information Systems Roles
Goals, specific objectives Process Frameworks
ITLC
Information Models Applications IT Roles
Strategic Plans, Programs, Commitments
Business Capability Map, Analysis
ITLC + Division Processes Subject Facet Model IT BusinessApps ITLC Roles/CSP
Artifacts Required To Describe The Business
KeyTakeaway
Business excellence and traceability starts with clear, consistent organizational goals
& commitments
Manage IT Services & Operations
(Jim Dubois, Walter Puschner)
Manage Service/Applications
Plan & Organize IT
(Lynn Kepl, Matt Kellerhals, Shahla Aly, Neville Rademeyer, Jim Dubois, Barry Briggs, Raj Biyani, Walter Puschner, Christopher Fernandez, Tony Oliver)
Manage Communications
(Lynn Kepl)
Manage Business Partner & Portfolio Planning
(Shahla Aly, Raj Biyani, Lynn Kepl)
Manage Planning & Strategy
(Lynn Kepl, Matt Kellerhals)
Manage Enterprise Architecture
(Barry Briggs, Jim Dubois)
Manage Portfolio Delivery
(Shahla Aly, Neville Rademeyer, Jim Dubois, Walter Puschner)
Manage Compliance & Risk
(Jim Dubois)
Manage Portfolio
(Shahla Aly)
Manage Services
Infrastructure
Manage IT
Operations
Manage Support
Optimize Portfolio
Manage IT Business
Policies
Align Business
Strategy
Manage Finances
(Matt Kellerhals)
Manage Demand
Manage Business
Demand
Manage Service
Request Demand
Manage Compliance
& Regulations
Manage Incidents
Manage Frameworks/
Methodologies
Optimize Project
Portfolio
Identify Opportunities
Manage Performance
(Lynn Kepl)
Manage Knowledge & Information
(Shahla Aly, Barry Briggs)
Manage IT Risk
Manage Data & Data
Quality
Manage Capacity
Manage Service
Continuity
Manage Security
Manage Security
Manage IT Lifecycle
Manage Service
Monitoring & Control
Manage Network
Manage Directory
Services
Manage Job Scheduling
Manage Enterprise
Operational Risk
Manage Problems
Manage Service
Request
Manage Communication
Services
Manage Collaboration
Systems
Develop Business
Plans
Maintain Strategic
Drivers
Maintain Roadmaps
Integrate With Corp
Strategic Planning
Maintain Strategic
Planning Process
Manage Planning
Responsibilities
Optimize Service
Portfolio
Administer Systems
Define Archival &
Retention
Manage Legal & Corporate Affairs
(Tony Oliver)
Manage ContractsManage IP
Manage External
Oversight
Manage Solution Delivery
Manage Legal Corp
Services
Manage Business
Group Legal Counsel
Manage Gov’t &
Regulatory Affairs
Manage Reports/
Scorecards
Manage Product
Group Demand
Monitor Future Trends
Manage Data Centers
Manage Enterprise
Business Continuity
Manage Enterprise
Application Portfolio
Manage Suppliers
(Matt Kellerhals, Lynn Kepl)
Manage Sourcing
Strategy
Manage Supplier
Relations
Manage Procurement
Manage Business
Architecture
Manage Information
Architecture
Manage Infrastructure
Architecture
Manage Forecasts
Manage Capital
Manage/Allocate Costs
Manage Fixed Assets
Manage Facilities
Manage Fiscal Planning/
Budgets
Manage Venture
Integration
Manage Accounts
Payable
Optimize Product
Group Portfolio
Manage Quality/
Continuous
Improvement
Manage Business Partner Relations
(Shahla, Aly)
Manage Customer/
Partner Satisfaction
Manage Business
Needs
Develop Account
Strategy
Perform Business
Reviews
Manage Account Plan
Manage Assets
Manage Systems
Change
Monitor Service
Agreements
Manage Service
Availability
Manage Configuration
Manage Source Code
Manage Obsolescence
Govern IT
(Lynn Kepl)
Manage Business
Engagement
Manage Business
Readiness & Adoption
Manage Human Resources
(Christopher Fernandez)
Manage Recruiting
Manage Career Planning
& Development
Manage Learning &
Development
Plan/Manage Workforce
Manage Leadership &
Development
Manage Organizational
Design
Review Employee
Performance
Manage Organizational
Change
Manage Succession
Planning
Manage Collaboration
Manage IT Standards
Manage Business
Insights
Manage Diversity
Manage Strategic Plan
Manage Internal
Communications
Manage External
Communications
Manage Knowledge
Transfer
Manage Communities
Manage Storage
Define/Develop
Documentation &
Content Monitor/Evaluate
Performance
Drive Product Excellence
(Raj Biyani, Lynn Kepl)
Engage/Guide Product
Group
Adopt Technology
Manage Dogfooding
Showcase
Technology
Evangelize New
Product Opportunities
Influence Product
Direction
Incubate Technology
Manage Research &
Development
Align Business & IT
Manage Steering
Committees
Manage Benefits
Manage Transfer/
Termination
Manage Supplier Risk
Manage Internal
Controls
Manage IT Brand
Manage IT Value
Manage Architectural
Review Board
Manage Application
Architecture
Deploy Solution
Plan Solution
Close & Verify Benefits
Manage Release/
Deployment
Manage Solution Development
Manage Requirements
Develop Business Case Design Solution
Manage Service
Design
Optimize Business
Processes
Manage Risk
Manage Project
Benefits
Manage Change
Manage Project
Resources
Manage Scope Manage Project
Performance/Reporting/
Monitoring
Build Solution
Manage Verification &
Testing
Manage Project
Initiation
Manage Solution
Quality
Manage Solution
Stakeholders
Manage Project
Planning
Manage Security Policies
& Risk
Maintain Enterprise
Architecture
Manage Portfolio
Funding
Manage Service Level
Expectations/Agreements
Drive Project
Management
Excellence
17
• BusinessArchitecture
• Goals & Capabilities
• Planning Infrastructure (Tool/Repository)
Business-IT
Alignment
• Capability Models
• GoalsAnalysis & Capability Mapping
• Gaps & Overlaps
BusinessAnalysis
• Prioritization
• Program Recommendations
• Consolidation Opportunities
Portfolio Planning
& Optimization
Business Analysis – Capability models and gap
analysis
Capabilities
(example)
Assists With Analysis &
Prioritization
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Strategies
Goals
Mapping
FY Initiatives
Mapping
Strategic
Areas
Prioritization
Value//Perform/Maturity
Key Business
Capabilities & Potential
Risks Of Achieving Goal
Business Architecture: Capability Identification
1 2 3
Manage Quotes
Manage Offers
Manage Orders
Manage
Entitlement
Manage Contract
Manage reports
Inform
Strategic
Planning
Provides traceability from goals to initiatives
Funded
Initiatives
18
Maturity
Readiness
Process
Resources
Goal
Value Performance
Business Capability InitiativeMapped Mapped
What is the likelihood that I can achieve the goal based on the
capability maturity?
• Do I have a sponsor?
• What are the high level state of my processes?
• Do I have resources applied to this capability to support the
achievement of the goal?
Which capabilities are considered more
important to success?
Which capabilities are supported by
organizational goals?
Are there any initiatives planned or in
flight that are implementing this capability
and goal?
Do I have goals for this initiative?
How is the capability performing
relative to the value to inform
prioritization?
Key Maturity Aspects Of Business Capability Maturity
• Readiness (sponsor) - None, Accountable Sponsor, Responsible Person
On Team
• Process - adhoc, intuitive, defined, monitored, optimized
• Resources - no resources to….. resources & tied to multi-year
roadmap
Business Architecture: Capability Modeling and Assessment
19
Presentation Roadmap
20
• BusinessArchitecture
• Goals & Capabilities
• Planning Infrastructure
Business-IT
Alignment
• Capability Models
• GoalsAnalysis & Capability Mapping
• Gaps & Overlaps
BusinessAnalysis
• Prioritization
• Program Recommendations
• Consolidation Opportunities
Portfolio Planning
& Optimization
Portfolio Planning – Priorities and Optimization
Portfolio Planning & Optimization
21
 View investment opportunities against quadrant (high value & high
gap – low value & low gap)
 Variations on gap analysis by plots against current funding levels,
strategic objective weighted rankings and other dimensions.
Analysis
Business Architecture: Consolidated Process
22
Aggregation
Assessment & Gap Analysis
1. Analysis Of Capabilities, Goals, Initiatives
2. Develop recommendations and inform strategic planning
Initial Goals Analysis
1. Analyzed Capabilities, Goals & Initiatives
2. Identified areas to inform FY Strategic Planning
Goals Identification
1.Analyze Balanced Scorecard, Commitments
ArchitectureModels
1. Collect key architectural artifacts including process,
applications, information,, roles, etc
2. Provide scope and focus for architectural models
3. Load artifacts into repository for share/re-use
1 2 3
4 6
FY Strategic Planning
1. FY11 Strategic Planning Input
2. Planning analysis input
5
Ongoing FYxx
FYxx Roadmaps
1. Validate Analysis
2. Complete FYxx Plan
3. Complete 3 Yr Plan
7
Dec/Jan
Capability Map & Ratings
1.Establish capability scope
2.Assess relative importance, maturity and
performance
3.Identified relative overall prioritization of business
functions for further assessment
Value
Maturity
Performance
MaturityGAP
Initiatives
Goals
MonitorFuture Trends 5 1 2 4
Manage IT Brand Image 5 1 3 4
Manage ProductGroupDemand 5 1 3 4 1
DevelopBusinessPlans 5 2 2 3 1
Manage BusinessArchitecture 5 2 2 3
Manage InformationArchitecture 5 2 3 3
Manage Application Architecture 5 2 2 3 9 3
Manage IntellectualProperty&Licensing 5 2 2 3
Influence ProductDirection 5 2 2 3 1 6
DesignProjectSolution 5 2 2 3 1 3
Align With BusinessStrategy 5 3 3 2
MaintainEnterprise Architecture 5 3 3 2 1
Manage Infrastructure Architecture 5 3 3 2 9 3
Manage ArchitecturalReviewBoard 5 3 3 2 2 1
MaintainPlanningRoadmaps 5 3 3 2 3 3
FY10 Strategy On A Page
Goals Processes Information Systems Roles
Goals, specific objectives Process Frameworks
ITLC
Information Models Applications IT Roles
Strategic Plans, Programs,
Commitments
MSIT Capability Map, Analysis
ITLC + Division
Processes
Subject Facet Model IT Business
Apps
ITLC
Roles/CSP
Artifacts Required To Describe The Business
Key Takeaway:
Enterprise Value Results from Investing in Capabilities that
Drive Growth, Operational Excellence and Customer Delight
Manage IT Services & Operations
(Jim Dubois, Walter Puschner)
Manage Service/Applications
Plan & Organize IT
(Lynn Kepl, Matt Kellerhals, Shahla Aly, Neville Rademeyer, Jim Dubois, Barry Briggs, Raj Biyani, Walter Puschner, Christopher Fernandez, Tony Oliver)
Manage Communications
(Lynn Kepl)
Manage Business Partner & Portfolio Planning
(Shahla Aly, Raj Biyani, Lynn Kepl)
Manage Planning & Strategy
(Lynn Kepl, Matt Kellerhals)
Manage Enterprise Architecture
(Barry Briggs, Jim Dubois, Shahla Aly)
Manage Portfolio Delivery
(Shahla Aly, Neville Rademeyer, Jim Dubois, Walter Puschner)
Manage Compliance & Risk
(Jim Dubois)
Manage Portfolio
(Shahla Aly)
Manage Services
Infrastructure
Manage IT
Operations
Manage Support
Optimize Portfolio
Manage IT Business
Policies
Align Business
Strategy
Manage Finances
(Matt Kellerhals)
Manage Demand
Manage Business
Demand
Manage Service
Request Demand
Manage Compliance
& Regulatioins
Manage Incidents
Manage Frameworks/
Methodologies
Optimize Project
Portfolio
Identify Opportunities
Manage Performance
(Lynn Kepl)
Manage Knowledge & Information
(Shahla Aly, Barry Briggs)
Manage IT Risk
Manage Data & Data
Quality
Manage Capacity
Manage Service
Continuity
Manage Security
Manage Security
Manage IT Lifecycle
Manage Service
Monitoring & Control
Manage Network
Manage Directory
Services
Manage Job Scheduling
Manage Enterprise
Operational Risk
Manage Problems
Manage Service
Request
Manage Communication
Services
Manage Collaboration
Systems
Develop Business
Plans
Maintain Strategic
Drivers
Maintain Roadmaps
Integrate With Corp
Strategic Planning
Maintain Strategic
Planning Process
Manage Planning
Responsibilities
Optimize Service
Portfolio
Administer Systems
Define Archival &
Retention
Manage Legal & Corporate Affairs
(Tony Oliver)
Manage ContractsManage IP
Manage External
Oversight
Manage Solution Delivery
Manage Legal Corp
Services
Manage Business
Group Legal Counsel
Manage Gov’t &
Regulatory Affairs
Manage Reports/
Scorecards
Manage Product
Group Demand
Monitor Future Trends
Manage Data Centers
Manage Enterprise
Business Continuity
Manage Enterprise
Application Portfolio
Manage Suppliers
(Matt Kellerhals, Lynn Kepl)
Manage Sourcing
Strategy
Manage Supplier
Relations
Manage Procurement
Manage Business
Architecture
Manage Information
Architecture
Manage Infrastructure
Architecture
Manage Forecasts
Manage Capital
Manage/Allocate Costs
Manage Fixed Assets
Manage Facilities
Manage Fiscal Planning/
Budgets
Manage Venture
Integration
Manage Accounts
Payable
Optimize Product
Group Portfolio
Manage Quality/
Continuous
Improvement
Manage Business Partner Relations
(Shahla, Aly)
Manage Customer/
Partner Satisfaction
Manage Business
Needs
Develop Account
Strategy
Perform Business
Reviews
Manage Account Plan
Manage Assets
Manage Systems
Change
Monitor Service
Agreements
Manage Service
Availability
Manage Configuration
Manage Source Code
Manage Obsolescence
Govern IT
(Lynn Kepl)
Microsoft IT Business
Capabilities
Version 2.0 - 10/2009
Manage Business
Engagement
Manage Business
Readiness & Adoption
Manage Human Resources
(Christopher Fernandez)
Manage Recruiting
Manage Career Planning
& Development
Manage Learning &
Development
Plan/Manage Workforce
Manage Leadership &
Development
Manage Organizational
Design
Review Employee
Performance
Manage Organizational
Change
Manage Succession
Planning
Manage Collaboration
Manage IT Standards
Manage Business
Insights
Manage Diversity
Manage Strategic Plan
Manage Internal
Communications
Manage External
Communications
Manage Knowledge
Transfer
Manage Communities
Manage Storage
Define/Develop
Documentation &
Content Monitor/Evaluate
Performance
Drive Product Excellence
(Raj Biyani, Lynn Kepl)
Engage/Guide Product
Group
Adopt Technology
Manage Dogfooding
Showcase
Technology
Evangelize New
Product Opportunities
Influence Product
Direction
Incubate Technology
Manage Research &
Development
Align Business & IT
Manage Steering
Committees
Manage Benefits
Manage Transfer/
Termination
Manage Supplier Risk
Manage Internal
Controls
Manage IT Brand
Manage IT Value
Manage Architectural
Review Board
Manage Application
Architecture
Deploy Solution
Plan Solution
Close & Verify Benefits
Manage Release/
Deployment
Manage Solution Development
Manage Requirements
Develop Business Case Design Solution
Manage Service
Design
Optimize Business
Processes
Manage Risk
Manage Project
Benefits
Manage Change
Manage Project
Resources
Manage Scope Manage Project
Performance/Reporting/
Monitoring
Build Solution
Manage Verification &
Testing
Manage Project
Initiation
Manage Solution
Quality
Manage Solution
Stakeholders
Manage Project
Planning
Manage Security Policies
& Risk
Maintain Enterprise
Architecture
Manage Portfolio
Funding
Manage Service Level
Agreements/Expectations
Drive Project
Management
Excellence
Medium
Low
High
Medium #
Large #
Low #
Maturity Goal Impact
16
Highest Value
Case Study 2
Future State of Procurement
23
Project Charter: Enable Enterprise-wide Procurement
Efficiency and Effectiveness
24
Develop a platform strategy that supports Procurement
Group’s new multi-year business strategy & goals by:
 Developing a 3 year outlook of IT vision, direction,
priorities, and goals based on strategy
 Architecture Planning
 Develop roadmap of capabilities needed to enable the business
strategy
 Develop traceability matrix across the business (demand,
programs, process, technology, etc.)
 FY Demand Management
 Architectural planning that informs demand prioritization
Business Architecture Project Stages
 Aggregation
Data gathering / Strategy Roll-up
CapabilityAnalysis/YOY Spend
Application Road Mapping
Documented Roadmaps
 Alignment between Business, IT and Architecture
Platform strategies
Business strategy
Application Strategy
25
26
Deliver recognized value to shareholders.
Strategic
Priorities
Goals/Business
ObjectivesMission
Deliver maximum shareholder value for each dollar spent on the company’s behalf and set a new industry benchmark for efficiency,
effectiveness and innovation in procurement.
Measures&
TimelinesVision
Cost Management Reduced Risk Reduced time to market
Category Management and Sourcing Business Alignment and Planning Supplier Relationship Management
Our people and organizational
Capability
Develop consistent and specifically
scoped category planning process
Tenets
Improve knowledge sharing about
our top spend categories
Develop of annual procurement plans for
each geography and business division
Connect the category planning process
more tightly with the business partner
planning
Enhance supplier management focus
in category teams
Grow our teams capabilities
How we work together
Evangelism and Messaging
Enhanced Brand Facilitating Revenue
World Class Programs and Operations
Create greater efficiency for
stakeholders
Supplier Diversity
Vendor Privacy Assurance
Procurement KPIs and Metrics
Core and Extended Capabilities
27
• HighValue
• High Maturity
Gap
• LowValue
• High Maturity
Gap
• HighValue
• Low Maturity
Gap
• LowValue
• Low Maturity
Gap
Stabilize Invest
Sustain
Process
Improvement
28
Recommendations
1. Define Metrics andTimelines for SOAP
2. Identify and capitalize on shared capabilities
3. Ensure resources are focused towards high gap capabilities
4. Map Goals to applications and capabilities
5. Continue Application Simplification
6. Focus High Impact Capabilities
7. Consolidate BI Platform
8. Manage Business-owned and IT-owned Applications holistically
9. Build Multi year program cost estimates
29
Case Study 3
Enterprise Software Sales – Future
State of Forecasting/Quota
Management
30
Engagement Focus
 Concentrate on Field Sales Management Priority Areas
 Forecasting
 Quota Management
 ‘Shine the light’ on current portfolio, processes,
capabilities and opportunities
 Recommend path to streamlined future state with
targeted investments and initiatives
31
Microsoft Confidential 32
32
SEGMENTOBJECTIVESSOAPS
1 Feb, 2011 – v4.0 DS
Productivity & Effectiveness of
Major Accounts Management
Grow & Compete in Major
Accounts
Be Best in Class in
Business Accounts Sales
Excellence
Drive Sales Excellence
Enable the Field to land the Enterprise
Operating Plan
Land Sales basics through process &
system simplification
Maximize SMB Long Time
Value (LTV)
Enable best in class Business &
Relationship Management
processes and tools
CAPABILITIES
Land consistent global forecasting
process in concert with segments
Land shared pipeline view based
on CRM
Provide better seller optics into
pipeline, contribution to scorecard,
etc. to reduce users creating their
own portals to extract information
into a useable format for running
their business.
Streamline Lead transfer through
partners by aligning CRM, BI,
Metrics, and incentives
2.0 Manage Marketing
2.6 Manage Marketing
Campaigns
2.7 Manage Targeting
2.24 Generate and Manage
Lists
2.27 Manage Leads 2.30 Manage Market Forecast
2.25 Manage Marketing
Contact Incidents
0-1 Objectives 2-3 Objectives 4+ Objectives
3.0 Manage Sales
3.2 Build Sales Plans 3.3 Manage Seller and
Channel Incentives
3.6 Manage Sales/ Territory
Planning
3.9 Plan Customer Accounts
3.11 Manage Telesales 3.14 Manage Opportunities
3.19 Measure Sales
Performance
3.93 Manage Incentive
Program Support
3.4 Manage Customer
Segmentation
3.5 Manage Partner
Segmentation
3.18 Measure Relationship
Management 3.99 Manage Customer &
Partner Information
Be the Industry’s Leading Provider of Relationship Management Solutions
Leverage Field Sales to Drive Customer Success from our products resulting in the Vision of the
Company being realized
Capability Matur.Gap Perf.Gap Weight
3.2BuildSalesPlans 1 2 12
3.2.6Buildsalesquota 2 3 12
3.2.9Reconcile SalesandFinancial Forecasts 2 3 12
3.9PlanCustomerAccounts 2 2 10
3.14Manage Opportunities 2 2 8
3.18Measure RelationshipManagement -1 -1 8
3.19Measure SalesPerformance 2 2 12
4.4.1.1ServicesActivity andRevenue Forecasting 1 2 10 • Capabilities with high gap value identify opportunities for
improvement - closure of performance gap primarily achieved
through solution development; closure of maturity gap through
managing to scorecard objectives and targets (people and process
maturity)
• Increase resolution of data points through assessment of
capabilities at more granular levels
• Increase value to inform planning and priority setting through
weighting Capability datapoints – in this case degree to which
Capability is in support of strategic objectives33
Delivering a High Performance Salesforce
34
 Capabilities derived from EnterpriseVision and Goals
 Capabilities enabled via:
 People
 Process
 Data
 Tools
 A streamlined tools architecture resulting from Business
Architecture engagement enables improved performance via
Field Sales
 Enhanced capabilities results in customer retention,
growth and EnterpriseValue
Wrap-up Today’s session Takeaways
35
 Enterprises realize their vision and mission via strategic
execution to create enduring value
 Business Architecture aligns strategy to execution via a
structured approach
 Capability modeling, capability assessment and heatmapping
are key activities in the process
 Measurements of realized Business Value via audits confirm the
effectiveness of this approach
 Growth in Business Architecture Maturity is reflected in:
 Improved communication and collaboration across the enterprise
 Efficient and effective use of IT capital
Questions & Contact Information
36
 Sri Mandalaparthy
 President/Founder
 Blissful Consulting Corp
 Business Architecture &Advisory Services
 sriman@blissfulconsulting.com
 SanderThomassen
 Principal BusinessArchitect
 EA@blissfulconsulting.com
Appendix
37
38
Business
Architecture
A discipline that leverages a structured approach to provide executives insights into
strategic planning and creates value across the enterprise
Business
Architect
Business Architect is a Strategy Consultant/Trusted Advisor
Capability Defines the organization's desired or existing capacity to achieve a specific effect, goal or
objective. Enterprises consist of a portfolio or matrix of capabilities that are used in
various combinations to achieve outcomes
• Resources - who in the organization should conduct business reviews and is the
activity funded?
• Process – is a process defined (or not) to defined to conduct business reviews (process
may also be called Conduct Business Reviews)?
• Technology – is there specific technology that is used when conducting business
reviews?
• Information – do I have the right data necessary to effectively conduct business
reviews (critical business info, NSAT,who will be there, etc?
Capability
Modeling
Capability Modeling exposes the business capabilities of an organization leveraging
methods which enable classification, prioritization and analysis of specific business
objectives. Capability Modeling analyzes business capabilities and assesses an
organization’s ability to achieve objectives by understanding their relationship to other
entities like resources, process, technology and information.
Business Architecture: What Is It?

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Creating Enterprise Value from Business Architecture

  • 1. Creating Value … Driving Execution Blissful Consulting Corp
  • 2. Today’s session Takeaways 5  Enterprises realize their vision and mission via strategic execution to create enduring value  Business Architecture aligns strategy to execution via a structured approach  Capability modeling, capability assessment and heatmapping are key activities in the process  Measurements of realized Business Value via audits confirm the effectiveness of this approach  Growth in Business Architecture Maturity is reflected in:  Improved communication and collaboration across the enterprise  Efficient and effective use of IT capital
  • 3. Business Architecture Value Creation 6 Prioritized Program Investments* • Develop New Capabilities • Enhance Current Capabilities Application Portfolio Mgmt • Simplify Apps • Consolidate • Rationalize Information/Data Technology Architecture* • Standardize • Streamline • Re-platform Business Architecture Analysis & Outcomes * Collectively represent desired Future State Architecture
  • 4. Gold Medal Winners “Connect the Dots” 7 Vision • Clarity • Buy-in Strategy • Articulates ‘how to’ • Initiatives Capabilities • People & Process • IT Programs • Roadmap • Investments
  • 5. Business Architecture as a Program Business Architecture as a Service 8  Business Architecture  Translate strategy, goals and initiatives (and associated metrics) into capabilities  Design business architecture that enables targeted business capabilities & processes  Execute enterprise technology strategy assessment and planning  Manage IT investment portfolio to achieve strategic goals and business results  Measure ROI and business value realized from IT investments  Key Outcomes & Deliverables  Business – IT alignment  Multi-Year Roadmap  IT Portfolio & Platform/Technology Initiatives
  • 6. Telling the story – how Business Architecture creates Enterprise Value 9 Case Study 1 – Rationalizing $150MM IT Investment Portfolio Case Study 2 – Re-engineering a $20B Procurement Business Case Study 3 – Defining Future State of Forecasting and Quota Management in Software Sales
  • 7. Case Study 1 Roadmap of Operations Engagement 10
  • 8. Engagement Roadmap 11 Setting the stage Capturing Strategy, Goals and Capabilities Needed Assessing Capabilities (Value, Performance, Maturity) Identifying Gaps/ Opportunities Prioritizing Investments
  • 9. Setting the stage – Business Architecture primer for Stakeholders, Contributors 12  Business architecture is the translation of Business Strategy to prioritized Program investments that create and drive business value.  Business architecture success is enabled via  Business stakeholder engagement  IT and EA involvement  Business Architecture precedes, but is tightly integrated with  Application Architecture  Information Architecture  Technology Architecture  Business architecture maturity is driven by  formalizing the function and increasing awareness  CxO sponsorship  Business Architecture creates deliverables that drive business success  Capability Models  Multi-Year Roadmaps  Investment Prioritization Models
  • 10. 13 Business Value Definition Business Strategy & FutureTrends Strategic Planning Manage Demand Optimize Portfolio Manage Portfolio Manage Solution Delivery IT Services & Operations Strategic Planning • Business Architecture • Drives traceability across the business (demand, programs, process, technology, etc. • Translates strategy into a roadmap of capabilities needed to enable the strategy Manage Demand • Facilitates capture and business case development for strategic and tactical demand • Architectural planning informs demand prioritization Business Strategy & IT Outlook • Provides a 3-5 year outlook of business and IT vision, direction, priorities, and goals • Business Architecture completes analysis of goals Traceability Business Architecture Is a discipline that leverages a structured approach to provide executives with improved insights into strategic planning and driving greater business value via traceable views across the business Improved Insight &Traceability Business Value Definition identifies KPIs relevant to strategy and capabilities to calculate ROI Technology Models, Information Models Setting the stage – Business Architecture primer
  • 11. Business and IT Alignment – Strategy and Goals Capture 12/11/201214 • Business Architecture • Goals & Capabilities • Planning Infrastructure (Tool/Repository) Business-IT Alignment • Capability Models • Goals Analysis & Capability Mapping • Gaps & Overlaps Business Analysis • Prioritization • Program Recommendations • Consolidation Opportunities Portfolio Planning & Optimization
  • 12. Microsoft Confidential 15 Futuristic Networks Corp Strategy on a PageIMPERATIVES Be the leading provider of high-performance network infrastructure by transforming the experience and economics of networking. Our strategy is centered on innovation and customer value Serve the high-performance networking requirements of global service providers, enterprises, and public sector organizations that view the network as critical to their success PRIORITIES Leverage Position as Supplier of High- Performance Network Infrastructure Maintain and Extend Technology Leadership Be Strategic to Customers Win workloads vs. Cisco Build Next Generation Enterprise Services Platform Build a High Performing set of Roles Drive Sales Excellence Partner with Services to drive growth, deployment and penetration Enable the Field to land the Enterprise Operating Plan Land Sales basics through process & system simplification Enable New IP-Based Services Lead the future of productivity Excel at Execution Enable best in class Business & Relationship Management processes and tools Improve Customer and Partner satisfaction Simplify the Communications Sector ecosystem Scale Partner Led Industry Solution Area Selling Capture the upside in Web2.0 Integrate customer and partner relationship management, and health assessment practices, into a single CRM platform • CM growth > Billed Revenue growth • Total Selling Time > 60% • Revenue/FTE CAGR 6-8% FY11- FY13 • CSAT Targets • Deployment • Platform Mix Share of Wallet versus • CSCO, IBM, HP • Revenue growth 10% CAGR 2012-14 • Customer Adds • Wins with Partners VISIONMISSIONOUTCOMES Enable Partners with Services to drive growth, deployment and penetration
  • 13. 16 Business Architecture: Goals Analysis Goals analysis: Analyzed Strategic Plan, Commitments, Operational Scorecard “What” Description KPI “Impact” Time Improve Customer Experience strives to improve and orchestrate the end-to-end experience, resulting in bringing new concepts to market quickly, revenue growth and increased CPE, and will be measured by time to Customers' accepting new Offerings, by 2010. Goals Processes Information Systems Roles Goals, specific objectives Process Frameworks ITLC Information Models Applications IT Roles Strategic Plans, Programs, Commitments Business Capability Map, Analysis ITLC + Division Processes Subject Facet Model IT BusinessApps ITLC Roles/CSP Artifacts Required To Describe The Business KeyTakeaway Business excellence and traceability starts with clear, consistent organizational goals & commitments Manage IT Services & Operations (Jim Dubois, Walter Puschner) Manage Service/Applications Plan & Organize IT (Lynn Kepl, Matt Kellerhals, Shahla Aly, Neville Rademeyer, Jim Dubois, Barry Briggs, Raj Biyani, Walter Puschner, Christopher Fernandez, Tony Oliver) Manage Communications (Lynn Kepl) Manage Business Partner & Portfolio Planning (Shahla Aly, Raj Biyani, Lynn Kepl) Manage Planning & Strategy (Lynn Kepl, Matt Kellerhals) Manage Enterprise Architecture (Barry Briggs, Jim Dubois) Manage Portfolio Delivery (Shahla Aly, Neville Rademeyer, Jim Dubois, Walter Puschner) Manage Compliance & Risk (Jim Dubois) Manage Portfolio (Shahla Aly) Manage Services Infrastructure Manage IT Operations Manage Support Optimize Portfolio Manage IT Business Policies Align Business Strategy Manage Finances (Matt Kellerhals) Manage Demand Manage Business Demand Manage Service Request Demand Manage Compliance & Regulations Manage Incidents Manage Frameworks/ Methodologies Optimize Project Portfolio Identify Opportunities Manage Performance (Lynn Kepl) Manage Knowledge & Information (Shahla Aly, Barry Briggs) Manage IT Risk Manage Data & Data Quality Manage Capacity Manage Service Continuity Manage Security Manage Security Manage IT Lifecycle Manage Service Monitoring & Control Manage Network Manage Directory Services Manage Job Scheduling Manage Enterprise Operational Risk Manage Problems Manage Service Request Manage Communication Services Manage Collaboration Systems Develop Business Plans Maintain Strategic Drivers Maintain Roadmaps Integrate With Corp Strategic Planning Maintain Strategic Planning Process Manage Planning Responsibilities Optimize Service Portfolio Administer Systems Define Archival & Retention Manage Legal & Corporate Affairs (Tony Oliver) Manage ContractsManage IP Manage External Oversight Manage Solution Delivery Manage Legal Corp Services Manage Business Group Legal Counsel Manage Gov’t & Regulatory Affairs Manage Reports/ Scorecards Manage Product Group Demand Monitor Future Trends Manage Data Centers Manage Enterprise Business Continuity Manage Enterprise Application Portfolio Manage Suppliers (Matt Kellerhals, Lynn Kepl) Manage Sourcing Strategy Manage Supplier Relations Manage Procurement Manage Business Architecture Manage Information Architecture Manage Infrastructure Architecture Manage Forecasts Manage Capital Manage/Allocate Costs Manage Fixed Assets Manage Facilities Manage Fiscal Planning/ Budgets Manage Venture Integration Manage Accounts Payable Optimize Product Group Portfolio Manage Quality/ Continuous Improvement Manage Business Partner Relations (Shahla, Aly) Manage Customer/ Partner Satisfaction Manage Business Needs Develop Account Strategy Perform Business Reviews Manage Account Plan Manage Assets Manage Systems Change Monitor Service Agreements Manage Service Availability Manage Configuration Manage Source Code Manage Obsolescence Govern IT (Lynn Kepl) Manage Business Engagement Manage Business Readiness & Adoption Manage Human Resources (Christopher Fernandez) Manage Recruiting Manage Career Planning & Development Manage Learning & Development Plan/Manage Workforce Manage Leadership & Development Manage Organizational Design Review Employee Performance Manage Organizational Change Manage Succession Planning Manage Collaboration Manage IT Standards Manage Business Insights Manage Diversity Manage Strategic Plan Manage Internal Communications Manage External Communications Manage Knowledge Transfer Manage Communities Manage Storage Define/Develop Documentation & Content Monitor/Evaluate Performance Drive Product Excellence (Raj Biyani, Lynn Kepl) Engage/Guide Product Group Adopt Technology Manage Dogfooding Showcase Technology Evangelize New Product Opportunities Influence Product Direction Incubate Technology Manage Research & Development Align Business & IT Manage Steering Committees Manage Benefits Manage Transfer/ Termination Manage Supplier Risk Manage Internal Controls Manage IT Brand Manage IT Value Manage Architectural Review Board Manage Application Architecture Deploy Solution Plan Solution Close & Verify Benefits Manage Release/ Deployment Manage Solution Development Manage Requirements Develop Business Case Design Solution Manage Service Design Optimize Business Processes Manage Risk Manage Project Benefits Manage Change Manage Project Resources Manage Scope Manage Project Performance/Reporting/ Monitoring Build Solution Manage Verification & Testing Manage Project Initiation Manage Solution Quality Manage Solution Stakeholders Manage Project Planning Manage Security Policies & Risk Maintain Enterprise Architecture Manage Portfolio Funding Manage Service Level Expectations/Agreements Drive Project Management Excellence
  • 14. 17 • BusinessArchitecture • Goals & Capabilities • Planning Infrastructure (Tool/Repository) Business-IT Alignment • Capability Models • GoalsAnalysis & Capability Mapping • Gaps & Overlaps BusinessAnalysis • Prioritization • Program Recommendations • Consolidation Opportunities Portfolio Planning & Optimization Business Analysis – Capability models and gap analysis
  • 15. Capabilities (example) Assists With Analysis & Prioritization X X X X X X X X X X X X X X X X X X X Strategies Goals Mapping FY Initiatives Mapping Strategic Areas Prioritization Value//Perform/Maturity Key Business Capabilities & Potential Risks Of Achieving Goal Business Architecture: Capability Identification 1 2 3 Manage Quotes Manage Offers Manage Orders Manage Entitlement Manage Contract Manage reports Inform Strategic Planning Provides traceability from goals to initiatives Funded Initiatives 18
  • 16. Maturity Readiness Process Resources Goal Value Performance Business Capability InitiativeMapped Mapped What is the likelihood that I can achieve the goal based on the capability maturity? • Do I have a sponsor? • What are the high level state of my processes? • Do I have resources applied to this capability to support the achievement of the goal? Which capabilities are considered more important to success? Which capabilities are supported by organizational goals? Are there any initiatives planned or in flight that are implementing this capability and goal? Do I have goals for this initiative? How is the capability performing relative to the value to inform prioritization? Key Maturity Aspects Of Business Capability Maturity • Readiness (sponsor) - None, Accountable Sponsor, Responsible Person On Team • Process - adhoc, intuitive, defined, monitored, optimized • Resources - no resources to….. resources & tied to multi-year roadmap Business Architecture: Capability Modeling and Assessment 19
  • 17. Presentation Roadmap 20 • BusinessArchitecture • Goals & Capabilities • Planning Infrastructure Business-IT Alignment • Capability Models • GoalsAnalysis & Capability Mapping • Gaps & Overlaps BusinessAnalysis • Prioritization • Program Recommendations • Consolidation Opportunities Portfolio Planning & Optimization Portfolio Planning – Priorities and Optimization
  • 18. Portfolio Planning & Optimization 21  View investment opportunities against quadrant (high value & high gap – low value & low gap)  Variations on gap analysis by plots against current funding levels, strategic objective weighted rankings and other dimensions.
  • 19. Analysis Business Architecture: Consolidated Process 22 Aggregation Assessment & Gap Analysis 1. Analysis Of Capabilities, Goals, Initiatives 2. Develop recommendations and inform strategic planning Initial Goals Analysis 1. Analyzed Capabilities, Goals & Initiatives 2. Identified areas to inform FY Strategic Planning Goals Identification 1.Analyze Balanced Scorecard, Commitments ArchitectureModels 1. Collect key architectural artifacts including process, applications, information,, roles, etc 2. Provide scope and focus for architectural models 3. Load artifacts into repository for share/re-use 1 2 3 4 6 FY Strategic Planning 1. FY11 Strategic Planning Input 2. Planning analysis input 5 Ongoing FYxx FYxx Roadmaps 1. Validate Analysis 2. Complete FYxx Plan 3. Complete 3 Yr Plan 7 Dec/Jan Capability Map & Ratings 1.Establish capability scope 2.Assess relative importance, maturity and performance 3.Identified relative overall prioritization of business functions for further assessment Value Maturity Performance MaturityGAP Initiatives Goals MonitorFuture Trends 5 1 2 4 Manage IT Brand Image 5 1 3 4 Manage ProductGroupDemand 5 1 3 4 1 DevelopBusinessPlans 5 2 2 3 1 Manage BusinessArchitecture 5 2 2 3 Manage InformationArchitecture 5 2 3 3 Manage Application Architecture 5 2 2 3 9 3 Manage IntellectualProperty&Licensing 5 2 2 3 Influence ProductDirection 5 2 2 3 1 6 DesignProjectSolution 5 2 2 3 1 3 Align With BusinessStrategy 5 3 3 2 MaintainEnterprise Architecture 5 3 3 2 1 Manage Infrastructure Architecture 5 3 3 2 9 3 Manage ArchitecturalReviewBoard 5 3 3 2 2 1 MaintainPlanningRoadmaps 5 3 3 2 3 3 FY10 Strategy On A Page Goals Processes Information Systems Roles Goals, specific objectives Process Frameworks ITLC Information Models Applications IT Roles Strategic Plans, Programs, Commitments MSIT Capability Map, Analysis ITLC + Division Processes Subject Facet Model IT Business Apps ITLC Roles/CSP Artifacts Required To Describe The Business Key Takeaway: Enterprise Value Results from Investing in Capabilities that Drive Growth, Operational Excellence and Customer Delight Manage IT Services & Operations (Jim Dubois, Walter Puschner) Manage Service/Applications Plan & Organize IT (Lynn Kepl, Matt Kellerhals, Shahla Aly, Neville Rademeyer, Jim Dubois, Barry Briggs, Raj Biyani, Walter Puschner, Christopher Fernandez, Tony Oliver) Manage Communications (Lynn Kepl) Manage Business Partner & Portfolio Planning (Shahla Aly, Raj Biyani, Lynn Kepl) Manage Planning & Strategy (Lynn Kepl, Matt Kellerhals) Manage Enterprise Architecture (Barry Briggs, Jim Dubois, Shahla Aly) Manage Portfolio Delivery (Shahla Aly, Neville Rademeyer, Jim Dubois, Walter Puschner) Manage Compliance & Risk (Jim Dubois) Manage Portfolio (Shahla Aly) Manage Services Infrastructure Manage IT Operations Manage Support Optimize Portfolio Manage IT Business Policies Align Business Strategy Manage Finances (Matt Kellerhals) Manage Demand Manage Business Demand Manage Service Request Demand Manage Compliance & Regulatioins Manage Incidents Manage Frameworks/ Methodologies Optimize Project Portfolio Identify Opportunities Manage Performance (Lynn Kepl) Manage Knowledge & Information (Shahla Aly, Barry Briggs) Manage IT Risk Manage Data & Data Quality Manage Capacity Manage Service Continuity Manage Security Manage Security Manage IT Lifecycle Manage Service Monitoring & Control Manage Network Manage Directory Services Manage Job Scheduling Manage Enterprise Operational Risk Manage Problems Manage Service Request Manage Communication Services Manage Collaboration Systems Develop Business Plans Maintain Strategic Drivers Maintain Roadmaps Integrate With Corp Strategic Planning Maintain Strategic Planning Process Manage Planning Responsibilities Optimize Service Portfolio Administer Systems Define Archival & Retention Manage Legal & Corporate Affairs (Tony Oliver) Manage ContractsManage IP Manage External Oversight Manage Solution Delivery Manage Legal Corp Services Manage Business Group Legal Counsel Manage Gov’t & Regulatory Affairs Manage Reports/ Scorecards Manage Product Group Demand Monitor Future Trends Manage Data Centers Manage Enterprise Business Continuity Manage Enterprise Application Portfolio Manage Suppliers (Matt Kellerhals, Lynn Kepl) Manage Sourcing Strategy Manage Supplier Relations Manage Procurement Manage Business Architecture Manage Information Architecture Manage Infrastructure Architecture Manage Forecasts Manage Capital Manage/Allocate Costs Manage Fixed Assets Manage Facilities Manage Fiscal Planning/ Budgets Manage Venture Integration Manage Accounts Payable Optimize Product Group Portfolio Manage Quality/ Continuous Improvement Manage Business Partner Relations (Shahla, Aly) Manage Customer/ Partner Satisfaction Manage Business Needs Develop Account Strategy Perform Business Reviews Manage Account Plan Manage Assets Manage Systems Change Monitor Service Agreements Manage Service Availability Manage Configuration Manage Source Code Manage Obsolescence Govern IT (Lynn Kepl) Microsoft IT Business Capabilities Version 2.0 - 10/2009 Manage Business Engagement Manage Business Readiness & Adoption Manage Human Resources (Christopher Fernandez) Manage Recruiting Manage Career Planning & Development Manage Learning & Development Plan/Manage Workforce Manage Leadership & Development Manage Organizational Design Review Employee Performance Manage Organizational Change Manage Succession Planning Manage Collaboration Manage IT Standards Manage Business Insights Manage Diversity Manage Strategic Plan Manage Internal Communications Manage External Communications Manage Knowledge Transfer Manage Communities Manage Storage Define/Develop Documentation & Content Monitor/Evaluate Performance Drive Product Excellence (Raj Biyani, Lynn Kepl) Engage/Guide Product Group Adopt Technology Manage Dogfooding Showcase Technology Evangelize New Product Opportunities Influence Product Direction Incubate Technology Manage Research & Development Align Business & IT Manage Steering Committees Manage Benefits Manage Transfer/ Termination Manage Supplier Risk Manage Internal Controls Manage IT Brand Manage IT Value Manage Architectural Review Board Manage Application Architecture Deploy Solution Plan Solution Close & Verify Benefits Manage Release/ Deployment Manage Solution Development Manage Requirements Develop Business Case Design Solution Manage Service Design Optimize Business Processes Manage Risk Manage Project Benefits Manage Change Manage Project Resources Manage Scope Manage Project Performance/Reporting/ Monitoring Build Solution Manage Verification & Testing Manage Project Initiation Manage Solution Quality Manage Solution Stakeholders Manage Project Planning Manage Security Policies & Risk Maintain Enterprise Architecture Manage Portfolio Funding Manage Service Level Agreements/Expectations Drive Project Management Excellence Medium Low High Medium # Large # Low # Maturity Goal Impact 16 Highest Value
  • 20. Case Study 2 Future State of Procurement 23
  • 21. Project Charter: Enable Enterprise-wide Procurement Efficiency and Effectiveness 24 Develop a platform strategy that supports Procurement Group’s new multi-year business strategy & goals by:  Developing a 3 year outlook of IT vision, direction, priorities, and goals based on strategy  Architecture Planning  Develop roadmap of capabilities needed to enable the business strategy  Develop traceability matrix across the business (demand, programs, process, technology, etc.)  FY Demand Management  Architectural planning that informs demand prioritization
  • 22. Business Architecture Project Stages  Aggregation Data gathering / Strategy Roll-up CapabilityAnalysis/YOY Spend Application Road Mapping Documented Roadmaps  Alignment between Business, IT and Architecture Platform strategies Business strategy Application Strategy 25
  • 23. 26 Deliver recognized value to shareholders. Strategic Priorities Goals/Business ObjectivesMission Deliver maximum shareholder value for each dollar spent on the company’s behalf and set a new industry benchmark for efficiency, effectiveness and innovation in procurement. Measures& TimelinesVision Cost Management Reduced Risk Reduced time to market Category Management and Sourcing Business Alignment and Planning Supplier Relationship Management Our people and organizational Capability Develop consistent and specifically scoped category planning process Tenets Improve knowledge sharing about our top spend categories Develop of annual procurement plans for each geography and business division Connect the category planning process more tightly with the business partner planning Enhance supplier management focus in category teams Grow our teams capabilities How we work together Evangelism and Messaging Enhanced Brand Facilitating Revenue World Class Programs and Operations Create greater efficiency for stakeholders Supplier Diversity Vendor Privacy Assurance Procurement KPIs and Metrics
  • 24. Core and Extended Capabilities 27
  • 25. • HighValue • High Maturity Gap • LowValue • High Maturity Gap • HighValue • Low Maturity Gap • LowValue • Low Maturity Gap Stabilize Invest Sustain Process Improvement 28
  • 26. Recommendations 1. Define Metrics andTimelines for SOAP 2. Identify and capitalize on shared capabilities 3. Ensure resources are focused towards high gap capabilities 4. Map Goals to applications and capabilities 5. Continue Application Simplification 6. Focus High Impact Capabilities 7. Consolidate BI Platform 8. Manage Business-owned and IT-owned Applications holistically 9. Build Multi year program cost estimates 29
  • 27. Case Study 3 Enterprise Software Sales – Future State of Forecasting/Quota Management 30
  • 28. Engagement Focus  Concentrate on Field Sales Management Priority Areas  Forecasting  Quota Management  ‘Shine the light’ on current portfolio, processes, capabilities and opportunities  Recommend path to streamlined future state with targeted investments and initiatives 31
  • 29. Microsoft Confidential 32 32 SEGMENTOBJECTIVESSOAPS 1 Feb, 2011 – v4.0 DS Productivity & Effectiveness of Major Accounts Management Grow & Compete in Major Accounts Be Best in Class in Business Accounts Sales Excellence Drive Sales Excellence Enable the Field to land the Enterprise Operating Plan Land Sales basics through process & system simplification Maximize SMB Long Time Value (LTV) Enable best in class Business & Relationship Management processes and tools CAPABILITIES Land consistent global forecasting process in concert with segments Land shared pipeline view based on CRM Provide better seller optics into pipeline, contribution to scorecard, etc. to reduce users creating their own portals to extract information into a useable format for running their business. Streamline Lead transfer through partners by aligning CRM, BI, Metrics, and incentives 2.0 Manage Marketing 2.6 Manage Marketing Campaigns 2.7 Manage Targeting 2.24 Generate and Manage Lists 2.27 Manage Leads 2.30 Manage Market Forecast 2.25 Manage Marketing Contact Incidents 0-1 Objectives 2-3 Objectives 4+ Objectives 3.0 Manage Sales 3.2 Build Sales Plans 3.3 Manage Seller and Channel Incentives 3.6 Manage Sales/ Territory Planning 3.9 Plan Customer Accounts 3.11 Manage Telesales 3.14 Manage Opportunities 3.19 Measure Sales Performance 3.93 Manage Incentive Program Support 3.4 Manage Customer Segmentation 3.5 Manage Partner Segmentation 3.18 Measure Relationship Management 3.99 Manage Customer & Partner Information Be the Industry’s Leading Provider of Relationship Management Solutions Leverage Field Sales to Drive Customer Success from our products resulting in the Vision of the Company being realized
  • 30. Capability Matur.Gap Perf.Gap Weight 3.2BuildSalesPlans 1 2 12 3.2.6Buildsalesquota 2 3 12 3.2.9Reconcile SalesandFinancial Forecasts 2 3 12 3.9PlanCustomerAccounts 2 2 10 3.14Manage Opportunities 2 2 8 3.18Measure RelationshipManagement -1 -1 8 3.19Measure SalesPerformance 2 2 12 4.4.1.1ServicesActivity andRevenue Forecasting 1 2 10 • Capabilities with high gap value identify opportunities for improvement - closure of performance gap primarily achieved through solution development; closure of maturity gap through managing to scorecard objectives and targets (people and process maturity) • Increase resolution of data points through assessment of capabilities at more granular levels • Increase value to inform planning and priority setting through weighting Capability datapoints – in this case degree to which Capability is in support of strategic objectives33
  • 31. Delivering a High Performance Salesforce 34  Capabilities derived from EnterpriseVision and Goals  Capabilities enabled via:  People  Process  Data  Tools  A streamlined tools architecture resulting from Business Architecture engagement enables improved performance via Field Sales  Enhanced capabilities results in customer retention, growth and EnterpriseValue
  • 32. Wrap-up Today’s session Takeaways 35  Enterprises realize their vision and mission via strategic execution to create enduring value  Business Architecture aligns strategy to execution via a structured approach  Capability modeling, capability assessment and heatmapping are key activities in the process  Measurements of realized Business Value via audits confirm the effectiveness of this approach  Growth in Business Architecture Maturity is reflected in:  Improved communication and collaboration across the enterprise  Efficient and effective use of IT capital
  • 33. Questions & Contact Information 36  Sri Mandalaparthy  President/Founder  Blissful Consulting Corp  Business Architecture &Advisory Services  sriman@blissfulconsulting.com  SanderThomassen  Principal BusinessArchitect  EA@blissfulconsulting.com
  • 35. 38 Business Architecture A discipline that leverages a structured approach to provide executives insights into strategic planning and creates value across the enterprise Business Architect Business Architect is a Strategy Consultant/Trusted Advisor Capability Defines the organization's desired or existing capacity to achieve a specific effect, goal or objective. Enterprises consist of a portfolio or matrix of capabilities that are used in various combinations to achieve outcomes • Resources - who in the organization should conduct business reviews and is the activity funded? • Process – is a process defined (or not) to defined to conduct business reviews (process may also be called Conduct Business Reviews)? • Technology – is there specific technology that is used when conducting business reviews? • Information – do I have the right data necessary to effectively conduct business reviews (critical business info, NSAT,who will be there, etc? Capability Modeling Capability Modeling exposes the business capabilities of an organization leveraging methods which enable classification, prioritization and analysis of specific business objectives. Capability Modeling analyzes business capabilities and assesses an organization’s ability to achieve objectives by understanding their relationship to other entities like resources, process, technology and information. Business Architecture: What Is It?