Roadmapping 
with 
IBM 
Ra9onal 
© 
Corso 
2013 
from ideas to delivery 
System 
Architect 
Larry 
Wallendorff 
Global 
Pre-­‐Sales 
Manager 
lwallendorff@corso.us 
U.S. 
(970) 
215 
9357 
www.corso3.com
© 
Corso 
2013 
from ideas to delivery 
Introducing 
Corso 
• Premier 
IBM 
Business 
Partner 
for 
Enterprise 
Architecture 
• Mission 
is 
to 
address 
market 
gaps 
within 
Enterprise 
Architecture 
and 
Strategic 
Planning 
knowledge 
and 
agile 
tools 
• Founder 
& 
members: 
60+ 
years 
of 
Enterprise 
Architecture 
and 
Strategic 
Planning 
experience 
– Former 
IBM, 
Telelogic 
and 
Popkin 
So[ware 
Execu9ves/Senior 
Mangers 
– Strong 
Strategic 
Rela9onships 
Inside 
IBM 
at 
All 
Levels 
– Board 
Members 
and 
Thought 
Leaders/Influencers 
with 
Mul9ple 
Industry 
Standards 
Bodies 
and 
Analyst 
Groups 
• IBM 
Partners 
– Product 
Company 
First 
– Cloud 
Provider 
– Consul9ng 
and 
Training 
Services 
• Cer9fied 
TOGAF, 
ArchiMate 
prac99oners 
• World-­‐wide 
Presence
© 
Corso 
2013 
from ideas to delivery 
Agenda 
• TOGAF 
• Workspaces 
• Business 
Mo9va9on 
• Implementa9on 
and 
Migra9on 
modeling 
• Work 
Packages 
• Timelines 
• Cos9ng 
• Method 
Wizard 
• Lifecycles
The 
EA 
and 
Strategic 
Planning 
Lifecycle 
• Techniques 
4 
© 
Corso 
2013 
from ideas to delivery 
involved 
– Enterprise 
Architecture 
Modeling 
(Strategy, 
Business 
Process, 
High 
Level 
Architecture, 
Services 
and 
Capabili9es, 
Roadmaps, 
Organiza9ons, 
Plans) 
– Documenta9on 
& 
Repor9ng 
• Change 
is… 
– Con9nuous, 
slower 
(than 
change 
in 
s/w 
development), 
medium-­‐high 
approval 
cycle 
(governance) 
– Mul9ple 
plans 
and 
programs 
are 
proposed 
• The 
key 
deliverable 
is 
always 
an 
architecture 
blueprint 
– Recommenda9ons 
– Constraints 
• How 
to 
transi9on 
and 
decide 
between 
blueprints 
– Timelines/Roadmaps 
– Costs 
TOGAF 
ADM
5 
Par99oning 
Architectures 
Using 
Workspaces 
© 
Corso 
2013 
from ideas to delivery 
• A 
container 
of 
EA 
modeling 
ar9facts 
– Spans 
across 
Defini9ons, 
Diagrams, 
Symbols 
etc. 
(SA 
terminology) 
– Spans 
across 
domains 
(Business 
Modeling, 
Strategy 
Mapping, 
Network 
Diagrams, 
Organiza9on 
charts 
etc.) 
• The 
workspace 
is 
isolated 
for 
the 
purpose 
of 
a 
dedicated 
project, 
program 
etc. 
– Changes 
done 
in 
this 
workspace 
will 
not 
affect 
the 
master 
blueprint 
– Once 
approved, 
changes 
can 
be 
rolled 
up 
into 
the 
master 
blueprint 
• A 
workspace 
can 
be 
“baselined” 
– 
A 
frozen 
snapshot 
in 
9me 
of 
the 
en9re 
architecture 
• New 
workspaces 
can 
be 
created 
from 
a 
“baselined” 
workspace 
– Spawn 
a 
new 
project 
with 
pre 
populated 
content 
• Changes 
in 
Workspaces 
can 
be 
associated 
with 
tasks 
or 
change 
request 
in 
a 
change 
tracking 
system
Example 
workspace 
paierns… 
6 
from ideas to delivery 
F. 
MigraIon 
Planning 
EA 
V 
1.2 
Is 
EA 
1.3 
Be 
Set 
Constrains 
& 
Define 
Guidelines 
§ Development, 
Deployment 
§ Program 
Timelines 
§ Business 
Process 
EA 
V 
1.3 
EA 
1.3 
EA 
V 
2.0 
Collect 
and 
Incorporate 
Feedback 
Compliance 
Program 
Outsourcing 
IniIaIve 
EA 
1.3 
AcquisiIon 
As 
/ 
To 
Proposal 
Evalua9on 
/ 
Compliance 
Governance 
Blueprint 
Refresh 
E. 
OpportuniIes 
& 
SoluIons 
G. 
ImplementaIon 
Governance 
H. 
Architecture 
Change 
Management 
E. 
OpportuniIes 
& 
SoluIons 
E. 
OpportuniIes 
& 
SoluIons 
G. 
ImplementaIon 
Governance
“as 
is” 
v 
“to 
be” 
scenario 
7 
Outsourcing 
IniIaIve 
from ideas to delivery 
Workspace 
Y 
WToor 
Bksepa 
–ce 
A 
X 
lternaIve 
X 
EA 
1.3 
EA 
V 
1.4 
EA 
1.3 
As 
Is 
To 
Be 
– 
AlternaIve 
Y 
EA 
V 
1.3
© 
Corso 
2013 
from ideas to delivery 
Business 
Mo9va9on 
• Goals, 
Drivers 
and 
Requirements 
can 
be 
modeled 
• Requirements 
can 
be 
at 
varying 
levels 
• Requirements 
can 
be 
mapped 
from 
specific 
requirements 
management 
tools 
such 
as 
IBM 
Ra9onal 
DOORS
Implementa9on 
and 
Migra9on 
• Represented 
© 
Corso 
2013 
from ideas to delivery 
by 
Models 
in 
ArchiMate 
• Plateaus 
represent 
workspaces 
• Gaps 
are 
gaps 
between 
workspaces 
(transi9on 
plans) 
• Deliverables 
represent 
assets 
created 
during 
ac9vi9es
© 
Corso 
2013 
from ideas to delivery 
Work 
Packages 
• Work 
packages 
represent 
discreet 
pieces 
of 
work 
with 
a 
given 
start 
and 
end 
9me 
• Work 
packages 
can 
be 
at 
various 
levels 
– Programs 
– Projects 
– Tasks 
• Work 
packages 
have 
milestones, 
as 
do 
CapabiliIes, 
Processes, 
OrganizaIons, 
ApplicaIons, 
Technologies, 
etc!
© 
Corso 
2013 
from ideas to delivery 
Timelines 
• A 
9meline 
represents 
a 
roadmapped 
ar9fact, 
at 
any 
given 
moment 
in 
9me 
• Milestones 
are 
depicted 
as 
pies 
in 
9me 
order 
horizontally 
along 
the 
9meline 
axis 
• Segments 
of 
the 
pie 
depict 
domain 
values 
and 
can 
be 
set 
according 
to 
EA 
usage 
scenarios 
– E.g. 
Lines 
of 
Business 
and 
their 
status
© 
Corso 
2013 
from ideas to delivery 
Project 
Roadmap
© 
Corso 
2013 
from ideas to delivery 
Process 
Roadmap
© 
Corso 
2013 
from ideas to delivery 
Applica9on 
Roadmap
© 
Corso 
2013 
from ideas to delivery 
Technology 
Roadmap
© 
Corso 
2013 
from ideas to delivery 
Cos9ng 
• Work 
packages 
and 
deliverables 
are 
associated 
with 
cost 
– Budgeted 
cost 
– Actual 
cost 
• Costs 
can 
be 
imported 
from 
other 
applica9on 
such 
as 
excel
© 
Corso 
2013 
from ideas to delivery 
Method 
Wizard 
• Method 
Wizard 
aids 
in 
the 
crea9on 
of 
model 
content 
• Understands 
the 
System 
Architect 
metamodel 
auto-­‐magically 
• Guides 
user 
through 
crea9ng 
model 
through 
a 
wizard 
(understands 
direct 
and 
indirect 
rela9onships) 
• Can 
shortcut 
by 
up 
to 
10 
9mes 
the 
crea9on 
of 
a 
model
© 
Corso 
2013 
from ideas to delivery 
Lifecycles 
• Applicable 
to 
modeling 
9me 
for 
a 
specific 
object 
within 
a 
workspace 
• Shows 
the 
lifecycle 
states 
an 
object 
moves 
through 
over 
its 
life9me 
• We’ve 
provided 
two 
sets: 
– Deployment 
– Usage
© 
Corso 
2013 
from ideas to delivery 
Lifecycles 
for 
IT
© 
Corso 
2013 
from ideas to delivery 
Lifecycles 
for 
Business
© 
Corso 
2013 
from ideas to delivery 
Published 
Roadmap
© 
Corso 
2013 
from ideas to delivery 
Next 
ac9ons 
Blog 
on 
roadmapping 
here 
www.corso3.com/roadmapping 
Next 
webinar 
on 
roadmapping 
here 
http://info.corso3.com/ 
Evaluate 
here 
http://info.corso3.com/evaluate-roadmapping

Building Business & IT Architecture Roadmaps with ArchiMate & TOGAF

  • 1.
    Roadmapping with IBM Ra9onal © Corso 2013 from ideas to delivery System Architect Larry Wallendorff Global Pre-­‐Sales Manager lwallendorff@corso.us U.S. (970) 215 9357 www.corso3.com
  • 2.
    © Corso 2013 from ideas to delivery Introducing Corso • Premier IBM Business Partner for Enterprise Architecture • Mission is to address market gaps within Enterprise Architecture and Strategic Planning knowledge and agile tools • Founder & members: 60+ years of Enterprise Architecture and Strategic Planning experience – Former IBM, Telelogic and Popkin So[ware Execu9ves/Senior Mangers – Strong Strategic Rela9onships Inside IBM at All Levels – Board Members and Thought Leaders/Influencers with Mul9ple Industry Standards Bodies and Analyst Groups • IBM Partners – Product Company First – Cloud Provider – Consul9ng and Training Services • Cer9fied TOGAF, ArchiMate prac99oners • World-­‐wide Presence
  • 3.
    © Corso 2013 from ideas to delivery Agenda • TOGAF • Workspaces • Business Mo9va9on • Implementa9on and Migra9on modeling • Work Packages • Timelines • Cos9ng • Method Wizard • Lifecycles
  • 4.
    The EA and Strategic Planning Lifecycle • Techniques 4 © Corso 2013 from ideas to delivery involved – Enterprise Architecture Modeling (Strategy, Business Process, High Level Architecture, Services and Capabili9es, Roadmaps, Organiza9ons, Plans) – Documenta9on & Repor9ng • Change is… – Con9nuous, slower (than change in s/w development), medium-­‐high approval cycle (governance) – Mul9ple plans and programs are proposed • The key deliverable is always an architecture blueprint – Recommenda9ons – Constraints • How to transi9on and decide between blueprints – Timelines/Roadmaps – Costs TOGAF ADM
  • 5.
    5 Par99oning Architectures Using Workspaces © Corso 2013 from ideas to delivery • A container of EA modeling ar9facts – Spans across Defini9ons, Diagrams, Symbols etc. (SA terminology) – Spans across domains (Business Modeling, Strategy Mapping, Network Diagrams, Organiza9on charts etc.) • The workspace is isolated for the purpose of a dedicated project, program etc. – Changes done in this workspace will not affect the master blueprint – Once approved, changes can be rolled up into the master blueprint • A workspace can be “baselined” – A frozen snapshot in 9me of the en9re architecture • New workspaces can be created from a “baselined” workspace – Spawn a new project with pre populated content • Changes in Workspaces can be associated with tasks or change request in a change tracking system
  • 6.
    Example workspace paierns… 6 from ideas to delivery F. MigraIon Planning EA V 1.2 Is EA 1.3 Be Set Constrains & Define Guidelines § Development, Deployment § Program Timelines § Business Process EA V 1.3 EA 1.3 EA V 2.0 Collect and Incorporate Feedback Compliance Program Outsourcing IniIaIve EA 1.3 AcquisiIon As / To Proposal Evalua9on / Compliance Governance Blueprint Refresh E. OpportuniIes & SoluIons G. ImplementaIon Governance H. Architecture Change Management E. OpportuniIes & SoluIons E. OpportuniIes & SoluIons G. ImplementaIon Governance
  • 7.
    “as is” v “to be” scenario 7 Outsourcing IniIaIve from ideas to delivery Workspace Y WToor Bksepa –ce A X lternaIve X EA 1.3 EA V 1.4 EA 1.3 As Is To Be – AlternaIve Y EA V 1.3
  • 8.
    © Corso 2013 from ideas to delivery Business Mo9va9on • Goals, Drivers and Requirements can be modeled • Requirements can be at varying levels • Requirements can be mapped from specific requirements management tools such as IBM Ra9onal DOORS
  • 9.
    Implementa9on and Migra9on • Represented © Corso 2013 from ideas to delivery by Models in ArchiMate • Plateaus represent workspaces • Gaps are gaps between workspaces (transi9on plans) • Deliverables represent assets created during ac9vi9es
  • 10.
    © Corso 2013 from ideas to delivery Work Packages • Work packages represent discreet pieces of work with a given start and end 9me • Work packages can be at various levels – Programs – Projects – Tasks • Work packages have milestones, as do CapabiliIes, Processes, OrganizaIons, ApplicaIons, Technologies, etc!
  • 11.
    © Corso 2013 from ideas to delivery Timelines • A 9meline represents a roadmapped ar9fact, at any given moment in 9me • Milestones are depicted as pies in 9me order horizontally along the 9meline axis • Segments of the pie depict domain values and can be set according to EA usage scenarios – E.g. Lines of Business and their status
  • 12.
    © Corso 2013 from ideas to delivery Project Roadmap
  • 13.
    © Corso 2013 from ideas to delivery Process Roadmap
  • 14.
    © Corso 2013 from ideas to delivery Applica9on Roadmap
  • 15.
    © Corso 2013 from ideas to delivery Technology Roadmap
  • 16.
    © Corso 2013 from ideas to delivery Cos9ng • Work packages and deliverables are associated with cost – Budgeted cost – Actual cost • Costs can be imported from other applica9on such as excel
  • 17.
    © Corso 2013 from ideas to delivery Method Wizard • Method Wizard aids in the crea9on of model content • Understands the System Architect metamodel auto-­‐magically • Guides user through crea9ng model through a wizard (understands direct and indirect rela9onships) • Can shortcut by up to 10 9mes the crea9on of a model
  • 18.
    © Corso 2013 from ideas to delivery Lifecycles • Applicable to modeling 9me for a specific object within a workspace • Shows the lifecycle states an object moves through over its life9me • We’ve provided two sets: – Deployment – Usage
  • 19.
    © Corso 2013 from ideas to delivery Lifecycles for IT
  • 20.
    © Corso 2013 from ideas to delivery Lifecycles for Business
  • 21.
    © Corso 2013 from ideas to delivery Published Roadmap
  • 22.
    © Corso 2013 from ideas to delivery Next ac9ons Blog on roadmapping here www.corso3.com/roadmapping Next webinar on roadmapping here http://info.corso3.com/ Evaluate here http://info.corso3.com/evaluate-roadmapping