The document outlines a research initiative aimed at developing a Unified Business Strategy Meta-Model (UBSMM) to enhance business-IT alignment. It identifies existing gaps in the understanding and formalization of business strategies and proposes methods to integrate them with system requirements through various modeling techniques. Future work includes further formalization, validation, and mapping of UBSMM with existing business strategies to improve alignment methods.

1. Modeling Competition-Driven Business Strategy for Business IT Alignment Busital 2011 Constantinos Giannoulis Michael Petit Jelena Zdravkovic

2. Overview Business-IT alignment; links to RE Problem? Our Goal & Purpose; towards a Unified Business Strategy Meta-Model (UBSMM) Where we are today: Value Configuration Future work

3. Business-IT Alignment Business-IT Alignment Business strategy & IT strategy Fit between business needs and IS priorities Long time commitment & planning with impact on IT planning focused use of IT: improved performance Strategy links to RE Context Rationale for decisions Resources Decision making

4. Problem System Development RE (Early/Late) Enterprise Models Business Strategy Goal Models Business-IT Alignment INSTAL B-SCP GQM Alignment methods are rooted in IT and not Strategic Management Critisized of being unrealistic and mechanistic Dynamic business vs static IT No use of distinct business strategy methods but only liberal use In RE a few informal mappings exist Business strategy is unknown or unclear/ambiguous (understanding gap)

5. Our Goal Build a unified meta-model for business strategy models (UBSM M ) to support existing business strategy approaches towards Business-IT alignment; Analyz e the capabilities for linking UBSM M with languages for modeling system requirements to support alignment

6. Our Goal UBSMM: A meta-model with a pivot function that allows business strategy to be linked to enterprise models Formalized with defined Semantics Mapping between Business Strategy approaches & Goal Modeling techniques System Development RE (Early/Late) Enterprise Models Business Strategy Goal Models Business-IT Alignment INSTAL SMBSC B-SCP GQM Value Configuration Blue Ocean UBSMM

7. Towards UBSMM Business Strategy Meta-Models (Strategy Maps & Balance Scorecards, Value Configurations, Blue Ocean, etc.) Formalization (OWL & Telos) Concept Unification: UBSMM Support alignment methods Mappings to goal modeling notations (i*, KAOS, Tropos, etc.) Validation via test cases How does UBSM support/improve alignments methods?) Mapping between strategy and development

8. Where we are today Business Strategy formalization Strategy Maps and Balanced Scorecards To UML meta-model To OWL & Telos Value Configuration To UML meta-model To OWL & Telos provides: consistency correct instantiation the process of formalizing raises unseen questions properties & constraints are discovered clear & unambiguous abstract syntax of our meta-model(s) additional operations (model integration) difusion and reusability

9. Value Configuration The Value Chain The Value Shop The Value Network

10. The Value Configuration Meta-model

11. The Value Configuration Meta-model Includes all main elements of the Value Chain, the Value Shop, the Value Network Introduces explicitely fuzzy concepts such as fit, linkages, etc. Limitation: other fuzzy elements are yet to be included such as trade-offs Separates classes and instances (application) Constraints expressed in a structured manner

12. Formalization Telos Expressiveness of advanced constraints Model checking supported by tools (conceptbase) BUT cannot reason about the model and integrate others OWL Supports integration Establish rules for mappings (OMG) Advanced reasoning Widely accepted and used BUT derivation is not supported

13. The Value Configuration meta-model in Telos

14. The Value Configuration meta-model in OWL

15. Value Configuration (Norwegian Police) Captures the Strategic intent of the Police Investigation Unit How does it create value Aims at evaluating the intent

16. Value Configuration in OWL (Norwegian Police)

17. Value Configuration in Telos (Norwegian Police)

18. Future Work Conceptualize & Formalize more business strategy approaches Unify the existing models for UBSMM Integrate more business strategy methods Validate UBSMM with cases Map and evaluate how UBSMM can support/complement alignement methods Map and evaluate how goal modeling languages (i*, KAOS, BMM, etc.) can express business strategy using UBSMM

19. Questions? Constantinos Giannoulis [email_address] http://constantinos.blogs.dsv.su.se / Jelena Zdravkovic [email_address] http://jelena.blogs.dsv.su.se/ Micha ë l Petit [email_address] http://www.fundp.ac.be/universite/personnes/page_view/01002983/