rejuvenating architecture governance in a redesigned organization

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© 2010 Standard Insurance Company Rejuvenating Architecture Governance In a Redesigned Organization Iver Band and Graeme Queen The Open Group Conference, Newport Beach, California January 28, 2013

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Page 1: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Rejuvenating Architecture Governance

In a Redesigned Organization

Iver Band and Graeme Queen

The Open Group Conference, Newport Beach, California

January 28, 2013

Page 2: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

• Financial services company

• Founded in 1906

• Our purpose:

We help people achieve financial

well-being and peace of mind.

• Expertise:

• Group Life & Disability Insurance

• Individual Disability Insurance

• Retirement Plans

• Individual Annuities

• Commercial Mortgages

• Investment advice

• Headquarters in Portland, Ore.

• 3,100 Employees

2

The Standard

January 29, 2013

Page 3: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

• Enterprise Architect based in Portland, Oregon • Infrastructure, application and

business architecture

• Architecture methods and

governance

• Previously at HP • Security and infrastructure

Architecture

• Security research

• IT and R&D management

• Middleware product

development

• Mainframe systems

programming

• Before that • Mainframe and midrange

application development

Speaker Profile: Iver Band

3 January 29, 2013

• Vice Chair, Open Group

ArchiMate Forum • TOGAF 9 Certified

• ArchiMate 2 Certified

• CISSP, CIP

Page 4: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

• Director of Solution Delivery based

in Portland, Oregon • Asset Management

• Benefits and Onboarding

• CRM and Contact Center

• Ten years in IT management • Software engineering

• Systems analysis

• Architecture

• Middleware

• Applications

• Before that • CRM software engineering

Speaker Profile: Graeme Queen

4 January 29, 2013

Page 5: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

• Demonstrate a pragmatic approach to architecture

governance focusing on solution architecture and technology

standardization

• Demonstrate the effectiveness of the ArchiMate language for

developing and communicating IT business architectures

Purpose

5 January 29, 2013

Page 6: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Our Focus: Architecture for the Business of IT

To Enable TOGAF ADM Phases C, D & E

6 January 29, 2013

Page 7: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

• Organizational Change

• Architecture Governance

• Motivation

• Organization

• Process

• Information

• Results and Lessons Learned

• Open Discussion

Agenda

7 January 29, 2013

Page 8: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Architecture Within 2008 IT Organization

8 January 29, 2013

Page 9: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Motivation for Organizational Change

9 January 29, 2013

Page 10: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Architecture Within Current (Since Q4 2011)

IT Organization

10 January 29, 2013

Page 11: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Early 2012 Assessments by

Management and Senior Architects

11 January 29, 2013

Page 12: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Imperatives for Architecture Governance

12 January 29, 2013

Page 13: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Architecture Governance Principles

13 January 29, 2013

Page 14: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Architecture Governance is a Collaborative

Effort

14 January 29, 2013

Page 15: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Architecture Review Team and Board Work

Together to Review, Recommend and Ratify

15 January 29, 2013

Page 16: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Collaboration Early on Makes the

Architecture Review Process Go Smoothly

16 January 29, 2013

Page 17: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Project Architecture Reviews Foster

Transparency and Accountability

17 January 29, 2013

Page 18: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Technology Positioning is the Current

Priority for Formal Architecture Guidance

18 January 29, 2013

Page 19: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Technology Positions Guide Use of

Application, Data or Infrastructure

Components

19 January 29, 2013

Page 20: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Example Technology Position

20 January 29, 2013

Supplier [Major IT vendor]

Technology [Insurance data template]

Version [Version number]

Layer Infrastructure

Technology Domains Data, Integration

Business Domain Finance

Lifecycle State Emerging

Permitted Usage Data warehousing, staging,

marshalling

Prohibited Usage Projects unrelated to Finance

Page 21: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Lifecycle States

21 January 29, 2013

Page 22: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Architectural Exceptions Generated in Reviews

Manage Risk, Permit Tradeoffs, and Foster

Accountability

22 January 29, 2013

Page 23: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Project [Project Name]

Title Modification of [Line-of-Business

application] written in an [obsolete

language version] to support an additional

line of business

Focus Architecture

Category Non-Critical

Owner [Solutions Director B Name]

Review Date November 15, 2012

Approved Yes

Close Date January 31, 2014

Statement [Application to be modified] is an [obsolete

language] application in Contained status.

Further enhancement [increases risk and

technical debt]

Status Update [Solutions Director B Name] to see if

application replacement can be added to

2013 roadmap.

Example Exception

23 January 29, 2013

Page 24: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

Project Architecture Ratings Determine Whether An

Architecture Is Ready for Implementation

24 January 29, 2013

Page 25: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

• All new architectures go through the process

• The design community has adopted similar practices for

high-level design

• Directors own exceptions

• We have surfaced significant issues and resolved them

through collaboration prior to formal review

• Projects are not delayed by architectural issues

• The unhealthy tension around architecture review has

dissipated, and the organization uses the process more

broadly

Results of Rejuvenated Architecture

Governance

25 January 29, 2013

Page 26: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

• Focus on making people and the business successful

• Resolve issues through ad hoc collaboration whenever possible

• However, formal collaboration sessions ensure all the right

people are involved

• Formal reviews should be like pre-flight checks

• Low stress

• Routine nearly all the time

• But with the responsibility to surface problems that must be fixed before

takeoff

• Focus standards efforts on business need and unresolved

questions

• Many organizations have extensive technology portfolios but have timely

questions only in limited areas

Lessons Learned

26 January 29, 2013

Page 27: Rejuvenating Architecture Governance in a Redesigned Organization

© 2010 Standard Insurance Company

• ArchiMate 2.0

• http://theopengroup.org/archimate/downloads.htm

• TOGAF 9.1

• http://pubs.opengroup.org/architecture/togaf9-doc/arch/

• Related Presentations: http://slideshare.net/iverband

• Contact: [email protected]

References

27 January 29, 2013

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© 2010 Standard Insurance Company