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Modeling and Evolving a Web Portal
with the TOGAF Framework and the
ArchiMate Language
Iver Band and Ryan Kennedy
Open Group Conference, San Francisco, California
January 27, 2016
© 2016 Cambia Health Solutions, Inc.
2
2 © 2016 Cambia Health Solutions, Inc.
Iver Band
• Enterprise Architect at Cambia Health Solutions
• Web, mobile, analytics, campaign management, consumer data
• Architecture methods and tools
• Vice Chair, Open Group ArchiMate Forum
• TOGAF and ArchiMate certified, CISSP, AHIP Certified IT Professional, Certified
Information Professional
iver.band@cambiahealth.com
http://www.linkedin.com/in/iverpdx
http://www.cambiahealth.com/
http://www.twitter.com/iverband
3
3 © 2016 Cambia Health Solutions, Inc.
Ryan Kennedy
• Digital Solutions Architect at Cambia Health Solutions
• Over a decade experience designing and implementing portal solutions
ryan.kennedy@cambiahealth.com
http://www.cambiahealth.com/
https://www.linkedin.com/in/rykennedy
4
4
Agenda
•Background
•Case Study: Integrated Healthcare Delivery
•Conclusion and Discussion
© 2016 Cambia Health Solutions, Inc.
5
5
BACKGROUND
© 2016 Cambia Health Solutions, Inc.
66
About Cambia
22 companies
and growing
© 2016 Cambia Health Solutions, Inc.
A tax-paying nonprofit
headquartered in
the Pacific Northwest
Nationally recognized:
Top 100 Healthiest
Workplaces
5,300 employees
in 30 states
100 million people
touched nationwide
77 © 2016 Cambia Health Solutions, Inc.
88
Cambia Health Solutions
© 2016 Cambia Health Solutions, Inc.
Senior
Services
Health
Insurance
Retail
Enablement
Provider
Enablement
9
9
What is a Horizontal Web Portal (“Portal”)?
• A personalized point of access to relevant information,
business processes and people
• Supports a wide range of vertical markets and business
activities
• Addresses various audiences, including employees, customers
and partners, and citizens
• Delivers content to users of industry-standard web browsers
• Reuses, adapts and personalizes content and features for
different audiences
• The “Swiss Army knife” of enterprise software
© 2016 Cambia Health Solutions, Inc.
Adapted From Gartner Group: Magic Quadrant for Horizontal Portals, 15 Sep 2016
10
10
What Are the Advantages of Portals?
Standardized Management of Segmented Experiences
User Experience Enabling Services
Personalization & Context Awareness Identity and Access Management
Navigation, Search and Discovery Content Management
Collaboration and Knowledge Mgmt Transaction & Commerce Support
Mobility and Multichannel Support Integration and Interoperability
Analytics and Experimentation
Standardized Architecture and Development
© 2016 Cambia Health Solutions, Inc.
Adapted From Gartner Group: Critical Capabilities for Horizontal Portals, 10 Dec 2015
11
11
What Are the Disadvantages of Portals?
© 2016 Cambia Health Solutions, Inc.
Disadvantage Mitigation Strategy
Business Process Overhead Ensure retirement of legacy architectures
and the processes that support them.
IT Process Overhead
Technical Complexity Use layered, component-based
architecture that matches intended
usage.
Technical Talent Requirements Maximize reliance on predominant web
standards, open-source components, and
preferred products and services.
Apply standards to abstract proprietary
interfaces.
Product Lock-In
12
12
Portal Architectures Must Increasingly Meet Market
Demands for Always-On Services
Legacy Websites Market Demands
Availability Regular Maintenance
Windows
Always Available
Scalability Thousands of Users
Predictable Peaks
Millions of Users
Unpredictable Bursts
Response Time Keep Users Productive No Wait
Identity and Access
Management
Internal User Base with
Centralized
Administration
Infinite User Base with
Multiple Identity
Providers
Data Normalized for Integrity Cached for Performance
and Availability
Integration Batch ETL and File
Transfer
Lightweight, standards-
based APIs
© 2016 Cambia Health Solutions, Inc.
13
13
CASE STUDY
© 2016 Cambia Health Solutions, Inc.
14
14
Fictitious Case Study: OmniHealth 365
• Integrated Delivery System
• Hospitals, Clinics, Urgent Care
Centers
• Separate Websites for Each
Audience
• Public, Providers, Consumers,
Administrative Staff
• Challenges
• Expense and complexity of
maintaining separate websites
• Experience consistency across
websites
• Difficulties for users of multiple
websites
• Goals
• Improve user experience
• Introduce new experiences
more quickly
• Improve overall quality
• Share underlying services with
emerging mobile applications
• Focus resources on developing
features rather than overhead
© 2016 Cambia Health Solutions, Inc.
15
15
The TOGAF ADM Provides a Systematic
Approach to Portal Architecture
© 2016 Cambia Health Solutions, Inc.
P
Preliminary Phase
16
16
The ArchiMate Language Complements
TOGAF With Standard Visual Modeling
© 2016 Cambia Health Solutions, Inc.
P
Preliminary Phase
17
17
Language Elements & Specializations
© 2016 Cambia Health Solutions, Inc.
P
Preliminary Phase
The ArchiMate language can be adapted
18
18
Vision
© 2016 Cambia Health Solutions, Inc.
Delighted Web Audiences
Integrated Content, Technology & Lifecycles
Shared Data & Infrastructure
Agility Cost
Savings
A
Architecture Vision
19
19
Stakeholder Motivation & Goals
© 2016 Cambia Health Solutions, Inc.
A
Architecture Vision
ArchiMate modeling can capture politics and strategy
20
20
Principles, Requirements, & Services
© 2016 Cambia Health Solutions, Inc.
A
Architecture Vision
ArchiMate notation can connect motivations and the elements that realize them
21
21
Baseline Business Architecture
© 2016 Cambia Health Solutions, Inc.
B
Business Architecture
Unique web processes with basic functionality
22
22
Target Business Architecture B
Business Architecture
Common web processes with advanced functionality
23
23
Baseline Data Architecture
© 2016 Cambia Health Solutions, Inc.
C
Information Systems Architecture
Four data silos
24
24
Target Data Architecture
© 2016 Cambia Health Solutions, Inc.
C
Information Systems Architecture
One shared data store
25
25
Baseline Application Architecture
© 2016 Cambia Health Solutions, Inc.
C
Information Systems Architecture
Redundant login component example
26
26
Target Application Architecture
© 2016 Cambia Health Solutions, Inc.
C
Information Systems Architecture
Standard portal login component
27
27
Baseline Technology Architecture
© 2016 Cambia Health Solutions, Inc.
D
Technology Architecture
Four unique web stacks
28
28
Target Technology Architecture
© 2016 Cambia Health Solutions, Inc.
D
Technology Architecture
One common web stack
29
29
Solution Decisions
© 2016 Cambia Health Solutions, Inc.
E
Opportunities & Solutions
30
30
Implementation and Migration Plan
© 2016 Cambia Health Solutions, Inc.
F
Migration Planning
Phased implementation beginning with public experience
31
31
Work Plan
© 2016 Cambia Health Solutions, Inc.
F
Migration Planning
Each plateau is realized by specific deliverables
32
32
Driving Agile Delivery
© 2016 Cambia Health Solutions, Inc.Work is broken down into story cards & assigned to Agile teams
G
Implementation Governance
33
33
CONCLUSION AND
DISCUSSION
© 2016 Cambia Health Solutions, Inc.
34
34
Conclusion
• Horizontal web portals address complex user experience challenges in healthcare
and many other industries
• Organizations must understand the needs of each of their audiences before
embarking on transformation projects
• Portal solutions are complex because portals have multifaceted and
interconnected responsibilities.
• Organizations should therefore develop portals incrementally as they build their
planning and implementation capabilities
• Architects can use the TOGAF framework and the ArchiMate language for
clarifying portal strategy, developing architecture and roadmaps, and driving agile
delivery
• The ArchiMate language can be adapted for different modeling challenges and
audiences
© 2016 Cambia Health Solutions, Inc.
35
35
Your Turn
© 2016 Cambia Health Solutions, Inc.

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Modeling and Evolving a Web Portal with the TOGAF Framework and the ArchiMate Language

  • 1. 1 Modeling and Evolving a Web Portal with the TOGAF Framework and the ArchiMate Language Iver Band and Ryan Kennedy Open Group Conference, San Francisco, California January 27, 2016 © 2016 Cambia Health Solutions, Inc.
  • 2. 2 2 © 2016 Cambia Health Solutions, Inc. Iver Band • Enterprise Architect at Cambia Health Solutions • Web, mobile, analytics, campaign management, consumer data • Architecture methods and tools • Vice Chair, Open Group ArchiMate Forum • TOGAF and ArchiMate certified, CISSP, AHIP Certified IT Professional, Certified Information Professional iver.band@cambiahealth.com http://www.linkedin.com/in/iverpdx http://www.cambiahealth.com/ http://www.twitter.com/iverband
  • 3. 3 3 © 2016 Cambia Health Solutions, Inc. Ryan Kennedy • Digital Solutions Architect at Cambia Health Solutions • Over a decade experience designing and implementing portal solutions ryan.kennedy@cambiahealth.com http://www.cambiahealth.com/ https://www.linkedin.com/in/rykennedy
  • 4. 4 4 Agenda •Background •Case Study: Integrated Healthcare Delivery •Conclusion and Discussion © 2016 Cambia Health Solutions, Inc.
  • 5. 5 5 BACKGROUND © 2016 Cambia Health Solutions, Inc.
  • 6. 66 About Cambia 22 companies and growing © 2016 Cambia Health Solutions, Inc. A tax-paying nonprofit headquartered in the Pacific Northwest Nationally recognized: Top 100 Healthiest Workplaces 5,300 employees in 30 states 100 million people touched nationwide
  • 7. 77 © 2016 Cambia Health Solutions, Inc.
  • 8. 88 Cambia Health Solutions © 2016 Cambia Health Solutions, Inc. Senior Services Health Insurance Retail Enablement Provider Enablement
  • 9. 9 9 What is a Horizontal Web Portal (“Portal”)? • A personalized point of access to relevant information, business processes and people • Supports a wide range of vertical markets and business activities • Addresses various audiences, including employees, customers and partners, and citizens • Delivers content to users of industry-standard web browsers • Reuses, adapts and personalizes content and features for different audiences • The “Swiss Army knife” of enterprise software © 2016 Cambia Health Solutions, Inc. Adapted From Gartner Group: Magic Quadrant for Horizontal Portals, 15 Sep 2016
  • 10. 10 10 What Are the Advantages of Portals? Standardized Management of Segmented Experiences User Experience Enabling Services Personalization & Context Awareness Identity and Access Management Navigation, Search and Discovery Content Management Collaboration and Knowledge Mgmt Transaction & Commerce Support Mobility and Multichannel Support Integration and Interoperability Analytics and Experimentation Standardized Architecture and Development © 2016 Cambia Health Solutions, Inc. Adapted From Gartner Group: Critical Capabilities for Horizontal Portals, 10 Dec 2015
  • 11. 11 11 What Are the Disadvantages of Portals? © 2016 Cambia Health Solutions, Inc. Disadvantage Mitigation Strategy Business Process Overhead Ensure retirement of legacy architectures and the processes that support them. IT Process Overhead Technical Complexity Use layered, component-based architecture that matches intended usage. Technical Talent Requirements Maximize reliance on predominant web standards, open-source components, and preferred products and services. Apply standards to abstract proprietary interfaces. Product Lock-In
  • 12. 12 12 Portal Architectures Must Increasingly Meet Market Demands for Always-On Services Legacy Websites Market Demands Availability Regular Maintenance Windows Always Available Scalability Thousands of Users Predictable Peaks Millions of Users Unpredictable Bursts Response Time Keep Users Productive No Wait Identity and Access Management Internal User Base with Centralized Administration Infinite User Base with Multiple Identity Providers Data Normalized for Integrity Cached for Performance and Availability Integration Batch ETL and File Transfer Lightweight, standards- based APIs © 2016 Cambia Health Solutions, Inc.
  • 13. 13 13 CASE STUDY © 2016 Cambia Health Solutions, Inc.
  • 14. 14 14 Fictitious Case Study: OmniHealth 365 • Integrated Delivery System • Hospitals, Clinics, Urgent Care Centers • Separate Websites for Each Audience • Public, Providers, Consumers, Administrative Staff • Challenges • Expense and complexity of maintaining separate websites • Experience consistency across websites • Difficulties for users of multiple websites • Goals • Improve user experience • Introduce new experiences more quickly • Improve overall quality • Share underlying services with emerging mobile applications • Focus resources on developing features rather than overhead © 2016 Cambia Health Solutions, Inc.
  • 15. 15 15 The TOGAF ADM Provides a Systematic Approach to Portal Architecture © 2016 Cambia Health Solutions, Inc. P Preliminary Phase
  • 16. 16 16 The ArchiMate Language Complements TOGAF With Standard Visual Modeling © 2016 Cambia Health Solutions, Inc. P Preliminary Phase
  • 17. 17 17 Language Elements & Specializations © 2016 Cambia Health Solutions, Inc. P Preliminary Phase The ArchiMate language can be adapted
  • 18. 18 18 Vision © 2016 Cambia Health Solutions, Inc. Delighted Web Audiences Integrated Content, Technology & Lifecycles Shared Data & Infrastructure Agility Cost Savings A Architecture Vision
  • 19. 19 19 Stakeholder Motivation & Goals © 2016 Cambia Health Solutions, Inc. A Architecture Vision ArchiMate modeling can capture politics and strategy
  • 20. 20 20 Principles, Requirements, & Services © 2016 Cambia Health Solutions, Inc. A Architecture Vision ArchiMate notation can connect motivations and the elements that realize them
  • 21. 21 21 Baseline Business Architecture © 2016 Cambia Health Solutions, Inc. B Business Architecture Unique web processes with basic functionality
  • 22. 22 22 Target Business Architecture B Business Architecture Common web processes with advanced functionality
  • 23. 23 23 Baseline Data Architecture © 2016 Cambia Health Solutions, Inc. C Information Systems Architecture Four data silos
  • 24. 24 24 Target Data Architecture © 2016 Cambia Health Solutions, Inc. C Information Systems Architecture One shared data store
  • 25. 25 25 Baseline Application Architecture © 2016 Cambia Health Solutions, Inc. C Information Systems Architecture Redundant login component example
  • 26. 26 26 Target Application Architecture © 2016 Cambia Health Solutions, Inc. C Information Systems Architecture Standard portal login component
  • 27. 27 27 Baseline Technology Architecture © 2016 Cambia Health Solutions, Inc. D Technology Architecture Four unique web stacks
  • 28. 28 28 Target Technology Architecture © 2016 Cambia Health Solutions, Inc. D Technology Architecture One common web stack
  • 29. 29 29 Solution Decisions © 2016 Cambia Health Solutions, Inc. E Opportunities & Solutions
  • 30. 30 30 Implementation and Migration Plan © 2016 Cambia Health Solutions, Inc. F Migration Planning Phased implementation beginning with public experience
  • 31. 31 31 Work Plan © 2016 Cambia Health Solutions, Inc. F Migration Planning Each plateau is realized by specific deliverables
  • 32. 32 32 Driving Agile Delivery © 2016 Cambia Health Solutions, Inc.Work is broken down into story cards & assigned to Agile teams G Implementation Governance
  • 33. 33 33 CONCLUSION AND DISCUSSION © 2016 Cambia Health Solutions, Inc.
  • 34. 34 34 Conclusion • Horizontal web portals address complex user experience challenges in healthcare and many other industries • Organizations must understand the needs of each of their audiences before embarking on transformation projects • Portal solutions are complex because portals have multifaceted and interconnected responsibilities. • Organizations should therefore develop portals incrementally as they build their planning and implementation capabilities • Architects can use the TOGAF framework and the ArchiMate language for clarifying portal strategy, developing architecture and roadmaps, and driving agile delivery • The ArchiMate language can be adapted for different modeling challenges and audiences © 2016 Cambia Health Solutions, Inc.
  • 35. 35 35 Your Turn © 2016 Cambia Health Solutions, Inc.