How was Training?

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“very knowledgeble, learned a lot. ” - Enterprise Solutions Architect, Dept. Health Care Services, USA, Aug 2013

Recommend PEAF?

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“Yes - because it is pragmatic.” - ceo, Sharif University of Technology, Iran, Jan 2015







Here we detail a set of Pragmatic requirements for EA Tool selection. These are the most important requirements that need to be met, not an exhaustive list.

 

A. Importing

1

Can .CSV be used as a source?

2

Can .XML be used as a source?

3

Can .XLS be used as a source?

4

Can .MDB be used as a source?

5

Can relationships be imported as a list of the form <primary key1>,<primary key 2>,<attributes>?

6

Can relationships be imported as a grid where <primary key1> is listed across the top, <primary key2> is listed down the side, with an X in intersecting cells indicating the presence of a relationship?

7

Can .VSD be used as a source?

8

 Can the objects be mapped to entities in the Meta-model and imported as such?

9

 Can the connectors be mapped to relationships in the Meta-model and imported as such?

10

 Is the diagram imported the same type as a diagram created within the tool?

11

 Can the user import the data without the display properties of the graphics?

12

 Can the user import the data with the display properties of the graphics?

13

 Can the diagram produced be manipulated in the same way as a diagram that was drawn natively in the tool?

14

Is it possible to perform round-trip engineering via Visio?

15

Can Hierarchical Information be imported of the form <name>,<parent name> where <parent name>'s are previously defined <names>s?

16

 Is this hierarchical information imported as entities linked by relationships?

17

Can other types of relationships supported be imported?

18

Can the tool handle conflicts?

19

Is it possible to configure rules to resolve conflicting information being imported from multiple sources?

20

Are there any tools/functionality to enable the synchronisation of entities and/or relationships stored outside the tool (e.g. CMDBs, portfolio management tools, change management tools)?

B. Exporting

1

Can .CSV be used as a target?

2

Can .XML be used as a target?

3

Can .XLS be used as a target?

4

Can .MDB be used as a target?

5

Can relationships be exported as a list of the form <primary key1>,<primary key 2>,<attributes>?

6

Can relationships be exported as a grid where <primary key1> is listed across the top, <primary key2> is listed down the side, with an X in intersecting cells indicating the presence of a relationship?

7

Can .VSD be used as a target?

8

Can Hierarchical Information be exported of the form <name>,<parent name> where <parent name>s are previously defined <names>s?

9

Can other types of relationships supported be exported?

C. Relationships

1

Are relationships a fundamental type?

2

Are there fundamental types such as Hierarchy, Composition etc that a relationship can be based on?

3

Are all relationships stored as relationship entities linked to the related entities rather than attributes on entities?

4

Can I view and manipulate relationships visually by creating, deleting and moving lines between entities?

5

Can I use a matrix to view, create, delete and modify all non-hierarchical relationships?

D. User Interface / Ease of use

1

Can I use a combination of the thumbwheel and the shift and ctrl keys (or equivalent) to easily pan and zoom diagrams (ala Visio)?

2

Can I drag/create graphics (representing entities) onto the diagram and then immediately be able to move things without having to change the drawing tool into a select tool?

3

Do open windows auto update when changes in other windows are made?

4

Is there a fully featured (Diagrams, entities, properties, fully hyperlinked) "viewer" interface for consumers of the model to use to navigate the model that allows viewing but not updating?

E. Diagrams / Views

1

Can I define the graphic used to display entities on diagrams?

2

 Can I define the properties to be displayed on the graphic?

3

 Can I define the appearance (font, colour, size, alignment) of the properties displayed on the graphic?

4

 Can I fully define the location of each attribute on the graphic?

5

 Can the displayed properties be conditionally set (e.g. make the text colour red if a property of the associated entity equals a value)?

6

Can I define the graphic used to display relationships on diagrams?

7

 Can I define the properties to be displayed on the graphic?

8

 Can I define the appearance (font, colour, size, alignment) of the properties displayed on the graphic?

9

 Can I fully define the location of each attribute on the graphic?

10

 Can the displayed properties be conditionally set (e.g. make the text colour red if a property of the associated entity equals a value)?

11

 Can I define different properties to be displayed on the beginning and ends of the graphic?

12

 Can I define different properties to be displayed on the middle of the graphic?

13

Are all predefined entities provided with associated graphics?

14

Are all predefined relationships provided with associated graphics?

15

Can I create fully configurable custom diagrams (e. g. Management Dashboard View)?

16

Can I model processes using BPMN (e.g. Activities, processes)?

17

Can I model Data using logical ER diagrams (e.g. to model business data models)?

18

Can I create a diagram, drop any number of entities of any number of types at any level of abstraction, and have the tool draw in the relationships?

19

 Can I use that diagram to change the relationships and entities?

20

 Can I automatically navigate the data at varying levels of detail where the relationships of those lower levels are summarised and displayed as relationships as there are expanded or collapsed?

21

Can I assign entities to a "group" and then have the tool draw a bounding polygon showing the entities in the group and those without? Can I do multiple groups?

22

Do I have access to various tools to help me layout diagrams (e.g. arrange as Hierarchy, horizontally, verticals, block, circle, star)?

23

Do diagrams automatically update when the underlying data changes (I.e. text changes, addition or removal of entities and relationships)?

24

Can I use "layers" on diagrams?

25

Are there built-in views/dashboards/reports/questions available for the Business? (see “Expected Views & Expected Dashboards” Sections)

26

Are there built-in views/dashboards/reports/questions available for the Finance dept? (see “Expected Views & Expected Dashboards” Sections)

27

Are there built-in views/dashboards/reports/questions available for the IT dept? (see “Expected Views & Expected Dashboards” Sections)

28

Are there built-in views/dashboards/reports/questions available for Suppliers? (see “Expected Views & Expected Dashboards” Sections)

29

Are there built-in views/dashboards/reports/questions available for B2B Customers? (see “Expected Views & Expected Dashboards” Sections)

30

Are there built-in views/dashboards/reports/questions available for Governance? (e.g. Compliance to principles, polices, etc)

F. Impact Analysis

1

Can I perform impact analysis by navigating a hierarchical textual representation of the model?

2

Can I perform impact analysis by navigating a hierarchical graphical representation of the model?

3

Is it possible to view the deltas between different versions of a model?

G. Meta-model

1

Does your Meta-model cover Strategy (e.g. Vision:Goals:Objectives, Mission:Strategies:Tactics, Policies:Rules, etc)? List the entities provided.

2

Does your Meta-model cover Environmental Architecture (e.g. Trends, Influences, SWOT's, etc)? List the entities provided.

3

Does your Meta-model cover Business Architecture (e.g. Products, Sectors, Segments, Services, Customers, Enterprise, Locations, Activities, Processes, etc)? List the entities provided.

4

Does your Meta-model cover Information/Data Architecture (e.g. Business Data Model, Logical Data Model, etc)? List the entities provided.

5

Does your Meta-model cover Technology Architecture (e.g. Services, Applications, Datastores, Databases, Technologies, Devices, etc)? List the entities provided.

6

Does your Meta-model cover Governance (e.g. Principles, Policies, Waivers, etc)? List the entities provided.

7

Do you provide an easily navigable Meta-model documentation consisting of a high level view with the ability to drill down?

8

Can I change the Meta-model visually?

9

Can I add and remove new entities?

10

Can I add and remove new relationships?

11

Can I add and remove attributes to existing and user defined entities?

12

Can I add and remove attributes to existing and user defined relationships?

13

Is the Meta-model totally flexible or are there limitations? (If so what are they?)

14

Can attributes be simple (e.g. text, number, list, date, money)?

15

Can attributes have rules associated (e.g. limit number of chars, limit numbers/dates to a defined range)?

16

Can attributes be complex (e.g. an attribute consisting of a group of attributes)?

17

Can I automatically navigate the model using TOGAF as a navigation structure?

18

Can I automatically navigate the model using Zachman as a navigation structure?

19

Can I define new navigation structures?

H. Target and Intermediate Models

1

Does the model fundamentally understand and support the concepts of target and intermediate models and the special relationships between them?

2

Does the model offer specific functionality for the definition, management and analysis of target and intermediate models and the gaps between them?

I. Model Management

1

Are all changes to the model subject to version control and management?

2

Is it possible to "check out" whole models?

3

Is it possible to "check out" partial models?

4

Does it allow branching and merging of entities, relationships and diagrams?

5

Is there any workflow built in to allow the acceptance or rejection of changes to the model through a lifecycle (e.g. discussion, draft, authorised, published)?

6

Can I load inconsistent and/or missing attributes into the model and then use the tool to manage the consolidation and completion of the data?

7

Can I generate syntax, semantic and consistency, and completeness reports?

J. Supplementary Questions

1

Does the tool possess Application Portfolio Management capability or do you have another tool that does?

2

Do you have any out of the box integrations with 3rd part APM tools?

3

Does the tool possess Configuration Management Database (CMDB) capability or do you have another tool that does?

4

Do you have any out of the box integrations with 3rd party CMDB tools?

5

Does the tool possess Governance capability or do you have another tool that does?

6

Do you have any out of the box integrations with 3rd party Governance tools?

7

Does the tool possess Business Process Analysis and Simulation capability or do you have another tool that does?

8

Do you have any out of the box integrations with 3rd party BP Analysis and Simulation tools?

9

Does the tool possess Business Intelligence (BI) capability or do you have another tool that does?

10

Do you have any out of the box integrations with 3rd party BI tools?

11

List the EA Frameworks supported and describe how they are supported.

12

Describe/Illustrate the architecture of your tool including the use of any 3rd party software.

13

List the modelling notations supported and indicate any 3rd part products used to provide the functionality.

14

List any standard queries/reports (textual or diagrammatic - please indicate which for each).

K. Expected Views

(Does the tool provide  answers to these questions)

1

What are the average costs for applications that support a particular business process?

2

What fundamental architectures are being used and numbers of each type?

3

What is the split between COTS and bespoke applications?

4

How many FTE's are requirement to support an application?

5

What applications support a business function?

6

What applications are not covered by a DR plan?

7

What applications or technologies are candidates for rationalisation

8

What applications are the most costly (value based)

9

What applications are the most important to the business

10

What are the transition plans for an application / process / etc

11

What are the recurring costs of an application

12

How critical is an application to a business process

13

How many users depend on an application

14

What is the usage profile/roadmap for an application

15

What skills are required to support an application

16

Which applications have the greatest impact on the business

17

Who are the business and technical owners for an application

18

Who are the owners of applications with no DR plans

19

Who is using an application

L. Expected Dashboards

(Does the tool provide these dashboards)

1

Executive Dashboard: Project Portfolio Impact Executive Summary

2

Executive Dashboard: Demands Executive Summary

3

Executive Dashboard: Portfolio Complexity Summary

4

Executive Dashboard: Goals and Strategy Executive Summary

5

Executive Dashboard: Spend Alignment Executive Summary

6

Executive Dashboard: Revenue Views of customers, segments, sectors, products, etc

7

Business And IT Executives: Business Demand

8

Business And IT Executives: Projects alignment to strategies

9

Business And IT Executives: Spend related to business need

10

Business And IT Executives: Programmes and projects roadmap

11

Programme and Financial planners: Applications related to Business Capability

12

Programme and Financial planners: Enterprise Application Roadmap

13

Programme and Financial planners: Spend related to Business value

14

Enterprise architects: Analysis of interrelationships

15

Enterprise architects: Model Enterprise

16

Enterprise architects: Ensure data is complete and accurate and up to date

17

Enterprise architects: Define Future State

18

Enterprise architects: Plan State transitions

19

Enterprise architects: Principles and policies related to goals and objectives

20

IT: Understand technology roadmap

21

IT: Analysis of interrelationships

22

IT: Impact Analysis

23

IT: Manage risks

 

Demonstrations

After short listing a set of Vendors/Tools by using the requirements defined in the previous section, it is important to receive demonstrations of each where a more qualitative assessment can be made.

The aim of demonstrations is not so much to find out if a tool does or does not provide a particular function but more to determine how well functions are provided.

There can be widely differing methods of particular functions provision. For example, one tool may be able to perform a function with one click of the mouse. Another tool performing the same function may require 10 button clicks.

The other point to consider is that because this assessment is qualitative it is also largely subjective. One person’s view of what “sub-optimal” means may be very different to what someone else’s view is.

The criteria below is to be used for this qualitative assessment and is a measure of how well the functionality/capability is provided (Qualitative)

¨      Poor                 Provided for via a sub-optimal, indirect or unnecessarily convoluted way

¨      Good                Provided for but has some limitations or usability issues that makes its use sub-optimal

¨      Excellent          Provided for in a very good manner but wouldn't be called "Best in class". Some room for improvement

¨      Outstanding    Provided for in the best possible way. “Best in Class”. If you were to write it from scratch this is how the functionality would be provided

The following items are deemed most pertinent for demonstration.

A. Importing

Show

Import a VSD + roundtrip if supported

Show

Conflicts and management/resolution

Describe

How Integration with CMDB works

B. Exporting

Show

Relationship export as a grid

C. Relationships

Show

Creating/modifying/deleting relationships by editing a diagram

Show

Relationship matrix editor

D. User Interface / Ease of use

Show

Pan and zoom

Show

Viewer for freeform navigation of the model

E. Diagrams / Views

Show

Graphic designer including relationships (lines)

Show

Custom views - e.g. dashboard

Show

Drop entities, let tool show relationships - save, change entities does diagram auto-update. Navigate/display at higher levels of abstraction

Show

Layout tools; hierarchy, star, block, align, etc.

Show

Built in Views/Dashboards

F. Impact Analysis

Show

Impact analysis

Show

Deltas between versions of a model

G. Meta-model

Show

Meta-model structure; Strategy, Environmental, Business, Information, Technology, Governance

Show

Meta-model navigation/discovery

Show

Making changes also Types of complex sets/groups of data

Show

Model mapping to Zachman, TOGAF, others

H. Target and Intermediate Models

Show

Current, Target, Intermediate and tools around them

I. Model Management

Show

Version control, management, check-in/out

Describe

Branching and Merging

Show

Workflow

Show

Management of inconsistent/missing/invalid imported data

Show

Syntax, semantic and consistency, and completeness reports

X. Additional considerations.

XA - Tool Architecture

Show

XA1. Single Object Table

Show

XA2. 1st Order Relationships

Show

XA3. Heterogeneous Hierarchy

Show

XA4. Foreign Keys Relations

Show

XA5. Plain Text Encoding

Show

XA6. Time as a Fundamental

XC - Tool Configuration and Maintenance

Show

XC1. Bulk Upload

Show

XC2. Structured Upload

Show

XC3. Open ERD

Show

XC4. Graphical Meta-Model

Show

XC5. Hybrid Metamodels

Show

XC6. Flexible Notation

Show

XC7. Tool Integration

Show

XC8. Concerns & Viewpoints

XF - Tool Functionality

Show

XF1. Meta-Data Inheritance

Show

XF2. Dangling Relationships

Show

XF3. Explorer Drag And Drop

Show

XF4. Explicit Variants

Show

XF5. Analytic Charts

Show

XF6. Quantitative Analytics

Show

XF7. Catalogue Data Management

Show

XF8. Round Trip Engineering

 

 

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