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
© 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
© 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
© 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
© 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
© 2010 Standard Insurance Company
Our Focus: Architecture for the Business of IT
To Enable TOGAF ADM Phases C, D & E
6 January 29, 2013
© 2010 Standard Insurance Company
• Organizational Change
• Architecture Governance
• Motivation
• Organization
• Process
• Information
• Results and Lessons Learned
• Open Discussion
Agenda
7 January 29, 2013
© 2010 Standard Insurance Company
Architecture Within 2008 IT Organization
8 January 29, 2013
© 2010 Standard Insurance Company
Motivation for Organizational Change
9 January 29, 2013
© 2010 Standard Insurance Company
Architecture Within Current (Since Q4 2011)
IT Organization
10 January 29, 2013
© 2010 Standard Insurance Company
Early 2012 Assessments by
Management and Senior Architects
11 January 29, 2013
© 2010 Standard Insurance Company
Imperatives for Architecture Governance
12 January 29, 2013
© 2010 Standard Insurance Company
Architecture Governance Principles
13 January 29, 2013
© 2010 Standard Insurance Company
Architecture Governance is a Collaborative
Effort
14 January 29, 2013
© 2010 Standard Insurance Company
Architecture Review Team and Board Work
Together to Review, Recommend and Ratify
15 January 29, 2013
© 2010 Standard Insurance Company
Collaboration Early on Makes the
Architecture Review Process Go Smoothly
16 January 29, 2013
© 2010 Standard Insurance Company
Project Architecture Reviews Foster
Transparency and Accountability
17 January 29, 2013
© 2010 Standard Insurance Company
Technology Positioning is the Current
Priority for Formal Architecture Guidance
18 January 29, 2013
© 2010 Standard Insurance Company
Technology Positions Guide Use of
Application, Data or Infrastructure
Components
19 January 29, 2013
© 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
© 2010 Standard Insurance Company
Lifecycle States
21 January 29, 2013
© 2010 Standard Insurance Company
Architectural Exceptions Generated in Reviews
Manage Risk, Permit Tradeoffs, and Foster
Accountability
22 January 29, 2013
© 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
© 2010 Standard Insurance Company
Project Architecture Ratings Determine Whether An
Architecture Is Ready for Implementation
24 January 29, 2013
© 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
© 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
© 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
© 2010 Standard Insurance Company