sustainable architectures
DESCRIPTION
A five capability model mapped to cybernetics and APQC process framework, IT service management and much more. Enjoy, I would love your feedback.TRANSCRIPT
SUSTAINABLE ENTERPRISE
ARCHITECTURES
Crisis>Risk Management>Recovery and Zero Down Time Zero Data Loss
Scale Your Priority Scope
Separating Concerns and Protecting both
your top and bottom line
Copyright @ 2014 WICKED Design Solutions
Lisa Martinez 408.638-9016
Strategy and Vision
• An event driven architecture integrated across the
business and we are not married to any
technologies.
– the majority of the work happens in ERP it doesn’t
matter which ERP system you use and doesn’t require a
new purchase.
– Assume the design aligns each function with the
minimum viable requirements for governance and
discreet or full change concepts.
Copyright @ 2014 WICKED Design Solutions
Lisa Martinez 408.638-9016
• Strategic Planning begins in the 1. Design strategy and vision business process
one of five at level 1 in the APQC business process Framework.
• Tactical Planning or Operational strategy execution begins in the 2. Develop
Products and Services business process. Again Level 2 of the APQC framework.
• Allows recovery time and zero down time
Strategic and Tactical Planning Stakeholders by Process (P&L Owner) Resilience
Copyright @ 2014 WICKED Design Solutions
Lisa Martinez 408.638-9016
Operating Models (3) Tactical Planning Self Governing
Copyright @ 2014 WICKED Design Solutions Lisa Martinez 408.638-9016
Clouds represent management or identity systems Ovals in one direction represent the strategy during execution where control loops would be.
This model integrates innovation by design The three layers enable grouping by skill. For better security to fewer resources The design is governance by design
Systems Thinking
Management Capabilities
• Systems with rules where
people must remain
constrained to the rules of the
system.
Transaction Capabilities
• A second type of system “social
systems” where people are
making decisions and not
bound to systems. Often the
results are complex.
The baseline we benchmark against requires the Management Capability, our performance
results from the Transaction Capability.
In cybernetics we can associate “Identity and Planning” with the management capability or
rules based system.
In the Director stage we are talking about the coordinator and collaboration which aligns
with the Transaction Capabilities.
Copyright @ 2014 WICKED Design Solutions
Lisa Martinez 408.638-9016
Management Capability Types
Workers
Customers
Suppliers
Party
Offer
Financial Accounts
ISO Principles
Systems
Identity System
Corporate Policy
Record Management
Profit and Loss
Planning 1 of 3 Cybernetics
ERP Segments
ISO Country Codes
Location Physical Address
Planning System
Coordinator and
Collaboration
Architecture Design for Sustainable Clouds
Transaction Capabilities
Expense or Cost Revenue or Benefits
Cybernetics
Viable System Model
A Cybernetics Viable System Model with master
data sourced from a single source.
Cybernetics PLANNING Copyright @ 2014 WICKED Design Solutions
Lisa Martinez 408.638-9016
Synthesis of the Two Systems
Transaction Capability
• The next diagram intends to
show the way a transaction
acquires identity “facts” when
decisions are made.
– Real World addresses for
example
Management Capability
• A management capability
provides the identity “facts” to
the user in a transaction
activity, allowing the rule to be
captured in meeting the
regulatory rules.
– While the transaction
stakeholders and associated
performance are presented as
the users perspective.
Copyright @ 2014 WICKED Design Solutions
Lisa Martinez 408.638-9016
Sourcing from the Identity and Planning
Expense Transaction System ERP
• During execution of the operational strategy or
tactical activities we are in the “Director” stage of
the viable system model
Copyright @ 2014 WICKED Design Solutions
Lisa Martinez 408.638-9016
Company Code
ISO Country Name
Sub-Account Code (Business Model) General Ledger (profit and Loss)
Department Code (business unit)
Project Code (alternative cost reference)
ISO Country Code
Display Name
Currency Code
Language Code
has States in country
Sub Topic
Single Source on Global Standards
Transaction Capabilities
Expense or Cost Revenue or Benefits
ISO Principles Corporate Policy
Management Capabilities
Design Patterns for Integrity and re-use
Reference data or global standards allow us to have accurate information,
sourced from a single table distributed to any and all transaction applications.
Not acquisition of data, lookups or push rather manage
Cybernetics DIRECTOR Copyright @ 2014 WICKED Design Solutions
Lisa Martinez 408.638-9016
IDENTITY
DIRECTOR
Copyright @ 2014 WICKED Design Solutions
Lisa Martinez 408.638-9016
Alignment of Process to EA
• 63 organizations or agencies spent nearly a year working on a way to bridge Enterprise Architecture with Business Architecture and the results are the APQC Business Process Framework. – Far too often EA’s are asking for information from users who are
not accountable for the scope of the question.
– The CEO is the only role with the accountability and hardly the person to ask a question we should be able to derive within the practice.
– The following two slides take us through the way the Director system and AQPC Business Process Framework, with roles, and reference relationships to both management and transaction capabilities.
• Private Sector
– Expense Transaction Capability
– Revenue Transaction Capability
• Public Sector
– Cost Transaction
– Benefits Transaction
Director System Transaction Capability (2)
Copyright @ 2014 WICKED Design Solutions
Lisa Martinez 408.638-9016
APQC Business Process Framework
1. Design Strategy and Vision
2. Develop Offers
3. Market and Sell Offers
4. Deliver Offers
5 Manage Offers
Executive
Corporate Finance
Human Resources
Business Managers
Offer Managers
Engineers
Corporate Marketing Field Marketing
WW Sales Field Sales
Legal
Operations
Supply Chain
Inventory
Project Delivery
Re-active Technical Support
Pro-active Technical Support
Corporate Quality
Revenue Transaction Capability
Expense Transaction Capability
Roles to Process with Capability
Key Legend
Process
Roles
Expense
Transaction
Capability
Revenue
Transaction
Capability
Business Function
APQC BPM
Expense or Cost
Revenue or Benefit
Capability for Private Sector with
roles to process
Cybernetics COLLABORATION AND COORDINATOR Copyright @ 2014 WICKED Design Solutions Lisa Martinez 408.638-9016
Two Types of Transactions
Expense or Cost Transactions
• Imagine a three lane highway in the South bound direction we have cost or expenses deductions from a planning stage.
– Spending money requires a supply or a purchase from a supplier, our employees buy/spend for goods or services to sell.
– The planning attributes should publish to the header detail in many forms for the full life of the transactions, threading the records for far fewer chances of error.
Revenue or Benefits Transactions
• When the South Bound travel
finishes the various stages a
cost has a associated with
spending money, we can
assume the revenue cycle
ideally begins.
– 14 data points can be shared and
published into all revenue record
headers to ensure integration and
accuracy in the benefit phase
Copyright @ 2014 WICKED Design Solutions
Lisa Martinez 408.638-9016
Expense Transaction Capability
Notice
The three management
capabilities are the
source for the
investment and
expense or cost
transaction capability.
Every employee has an
associated cost, the
cost for payroll and all
processing of the same
is a child of the ETC.
Every people manager
needs the ETC, every
industry and every part
of the world.
Copyright @ 2014 WICKED Design Solutions
Lisa Martinez 408.638-9016
Shipment
ERP
Invoice
Revenue Transaction Capability 14 values from customer expectation to delivery
Legal Entity
Public
GSA schedule pricing
Non-Taxable
Private
Taxable
New Leverage Points GAAP/GARP Revenue
Global Ultimate
id
Legal Entity Type
GIS
Zip Code
SIC code
customer discount
Party Customer
Master Record
Real World Variables
Sales Order
Quoting
CRM-OM
eCommerce
Please Note: Diagrams in this slide deck are not stylized or intended to represent a finished product. These diagrams are only presented to serve as a discussion point about
diagram organization approach and content. 2013 @ copyright Wicked Design Solutions - Lisa Martinez-408-471-9016
Governance by Design Copyright @ 2014 WICKED Design Solutions
Lisa Martinez 408.638-9016
• Governance by design 5 capabilities are defined to support the Sarbane’s Oxley requirements.
Segregation of Duties 404 Assurances
• The fundamental basis of the Sarbanes Oxley 404 Assurances are in ensuring the financial statements are accurately applying cost against benefits or expense against revenue.
• Therefore the design and application of the viable system model incorporates a five capability model in order to meet the effective design principle in applying the two Priority 1 transaction capabilities across the full lifecycle of each. – A distinction between CRUD roles ensures the transaction roles are applied
effectively and detect and prevent strategies are self governing for the distinction between Enterprise size customers who are both customers and suppliers.
– Allowing the flexibility required for the collaborator and coordinator work which relies entirely on social systems where the transactions are producing the record, measuring the performance of the planning and director phases at leverage points with various feedback loops.
Copyright @ 2014 WICKED Design Solutions
Lisa Martinez 408.638-9016
The End for now