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Doug McDavid [email_address] International Conference and Workshop on: Enterprises *as* Systems Architecting the Social Enterprise: the Making of CC 24 August, 2009 – Northern Illinois University
Introductory remarks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Key factors and trends form the background for our example (CC) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Basics of the CC example ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The business of designing and implementing information systems isn't exactly rocket science … Proton Sirius www.ilslaunch.com
…  it's brain surgery! Most pictures from:  The History of Psychosurgery, Renato M.E. Sabbatini, PhD http://www.epub.org.br/cm/n02/historia/psicocirg_i.htm
One challenge of transformation is to make sense of business … June 2005  |  IBM Confidential  | This is what a business looks like ,[object Object],© Copyright Doug McDavid 2009 Enterprises *as* Systems This is what software looks like ,[object Object],…  while the other transformation  challenge is to link business to IT.  Non-functional requirements Security User interfaces Data Hardware Software Applications Functional components Operating systems Servers Objects Networks Databases Middleware Information technology can be a jumbled mess, but architectures and patterns can help make sense of it.  Motivations Attitudes Beliefs Purpose Objectives Goals Products Results Value Experiences Commitments Roles  Capabilities Accounts Resources Events Services Processes Work practices Decisions Brands Communications Organizations Messaging Culture Functions Locations Situations Values Business can be a jumbled mess too, but architectures and patterns can help make sense of it as well Our focus is on how these architectural viewpoints come together. Motivations Attitudes Beliefs Purpose Objectives Goals Products Results Value Experiences Commitments Roles  Capabilities Accounts Resources Events Services Processes Work practices Decisions Brands Communications Organizations Messaging Culture Functions Locations Situations Values Non-functional requirements Security User  interfaces Data Hardware Software Applications Functional components Operating systems Servers Objects Networks Databases Middleware Business architect role
A broad view of architecture ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],* Oxford English Dictionary Architecture is:  “Construction or structure generally; both abstract and concrete.” *
IT architecture is a  subset  of business architecture An Enterprise Intelligence gathering Direction setting Chain of command Culture Operations Recursive organization Resources Technology Talent Knowledge Information Data Energy Locations IT Finances Products Transactions IT architecture Business architecture Business situation Image Investment Environmental factors Services Regulations Enterprise Enterprise Enterprise Enterprise Enterprise Enterprise
Architectural views that help understand, articulate, design and nurture the human social system aspects of enterprises ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],And, of course, there are IT architectures, as well
Enterprise ecosystems ,[object Object],[object Object],[object Object],[object Object],List
Emergence of the semi-conductor industry ecosystem  Created by Denis Mathias, BCS partner. 1985 Distributor Distributor Semiconductor Manufacturer Capital  Equipment Manufacturer Indirect  Supplier Technology  Reseller Component Manufacturer Raw Material  Supplier System OEM End User 2003 Service  Provider Foundry Assembly  & Test Contract Manufacturer Fabless  Design/ IP House System  Design  House
Value flows stimulated by CC (a multi-sided enterprise) Community member CLUs Community member Services CLUs Merchant CLUs CLUs Goods Exchange $$s CLUs Investor Performance arena CLUs Assets Client $$$s LC maker CLUs $$$s Assets Assets CLUs CLUs Results LCs Community CLUs & $$s CLUs LCs CLUs LCs CLUs $$s CLUs LCs $$$s CLUs Community CLU bank CLUs CLU -- Community Liquidity Unit LC – Liquid Contract LEGEND
Architecture of business intent ,[object Object],[object Object],[object Object],[object Object],List
Organization structures ,[object Object],[object Object],[object Object],[object Object],List
Organization structure  reporting relationship reporting relationship Organization Manager Organization Manager Organization Manager Organization Manager Organization Manager Organization Manager
A well-known generic organizational framework is Stafford Beer’s Viable Systems Model. Environment Present Future Intelligence Coordination Control Policy Op Unit 1 Op Unit 2 Op Unit 3 From: Rudolf Kulhavy, From Banks to Banking: Architecting Business Performance Transformation, 2005
Power architecture ,[object Object],[object Object],[object Object],[object Object],List
Roles and accountabilities ,[object Object],[object Object],[object Object],[object Object],List
R&A model for CC - incomplete Member Performer Recipient Leadership Visualizer Community External Party Merchant Community Investor Tool  Developer Organization  Designer CC Community Intelligence Provider Best practices > Close fit to situation < Permission to use this story Economy protocol > Meets desires < Co-optimization Community data > Timely, accurate, meaningful < Clear specifications Valuable performance > Meets desire < Fair valuation Community design > Viable < Feedback Opportunity description > Appropriate domain > Doable > Value estimate(s) < Refinement CC Investor Ecosystem partner CC functionality > Conformant < Standards support Analytics > Relevant < Clear specs SW ideas > Fresh < Architecture ROI > Within specified time < Team membership
Decision architecture ,[object Object],[object Object],[object Object],[object Object],List
[object Object],[object Object],Example of a decision pattern from CC Roles: Member Information: Asset needs Performances Market standing Institutions: Community standards Currency affordances Reward structure
Processes and procedures ,[object Object],[object Object],[object Object],[object Object],List
Process and procedural models
Practices ,[object Object],[object Object],[object Object],[object Object],List
Boundary architecture ,[object Object],[object Object],[object Object],[object Object],List
A simple example shows various types of boundary objects that span business language communities. Template definition Personnel management Employee Personnel hotline agent Call tracking system HR professionalism Hotline group Benefits department Employee database COBRA benefits Paper notes Procedures Procedures Escalation From: Cherbakov and McDavid, Boundary Objects to Bridge the Gap, PLTE, 2005 (RBV080) -- Based on:  Mark S. Ackerman and Christine Halverson, “Organizational Memory: Processes, Boundary Objects, and Trajectories,” Proceedings of the Thirty-second Annual Hawaii International Conference on System Sciences, IEEE, 1998.
Social networks ,[object Object],[object Object],[object Object],[object Object],List
The SmallBlue tool  generates  a social network architecture ,[object Object],[object Object],[object Object]
Bee Hive (a corporate Facebook) provides virtual office walls  ,[object Object],[object Object],[object Object]
Institutional architecture ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],List
Brand architecture ,[object Object],[object Object],[object Object],[object Object],List
Cultural architecture ,[object Object],[object Object],[object Object],[object Object],List
Social bonds ,[object Object],[object Object],[object Object],[object Object],List
Emotional architecture ,[object Object],[object Object],[object Object],[object Object],List
Semantic architecture ,[object Object],[object Object],[object Object],[object Object],List
Ontologies create semantic bridges among business entities Conversations Commitments Contracts Transactions Corpus of business content Lexicon Explicit Ontology Upper Ontology
A semantic architecture disambiguates meaning between business terminology and IT manifestations
A high-level view of a semantic architecture Business Situation Business Purpose Business Commitment Business Outcome Business Role-player Business Function Business Resource Business Behavior Business Location constrains motivates defines alters senses supports fulfills mandates negotiates governs produces incorporates performs manipulates facilitates houses Is assigned as Invokes and sequences Based on: &quot;A Standard for Business Architecture Description&quot; D. W. McDavid, IBM Systems Journal, v. 38, no. 1, 1999. http://www.research.ibm.com/journal/sj/381/mcdavid.html enacted by
Some IT architectural considerations List
ICT is structurally coupled to the enterprise ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ICT architecture functions for sociable technology ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
SOA Foundation Reference Architecture Business Services Supports enterprise business process and goals through businesses functional service Enterprise Service Bus Interaction Services Enables collaboration between people, processes & information  Process Services Orchestrate and automate business processes Information Services Manages diverse data and content in a unified manner Development Services Integrated environment for design and creation of solution assets  Partner Services Connect with trading partners Business App Services Build on a robust, scaleable, and secure services environment Access Services Facilitate interactions with existing information and application assets Management Services Manage and secure services, applications &  resources Infrastructure Services Optimizes throughput, availability and utilization Apps &  Info Assets Service Registry
 
Design points for a HUD for CC’s Community Consultants Copyright 2009 Stephan H. Haeckel SENSE INTERPRET DECIDE ACT Community Consultant Constraints Role is advisory only Time limitations  Learning curve for a domain ,[object Object],[object Object],[object Object],[object Object],[object Object],Teach Guide Feed back What interventions to make in the community practice ,[object Object],[object Object],[object Object],[object Object],Purpose Guide communities towards economic health
Open source software development  Social networking  Defense, medical, corporate, entertainment Collaboration, training,  distance learning, marketing Virtual world technology offerings are proliferating
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Taxonomy of usage of virtual world technology
Doug chose to live in a place that has interesting neighbors!  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The virtual world converged with the real world as well-known RL and SL artist visits IBM Research
Doug giving a presentation in second life
The enterprise in the clouds is the platform for 21 st  century innovation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Ea S Presentation Mc D 20090824

  • 1. Doug McDavid [email_address] International Conference and Workshop on: Enterprises *as* Systems Architecting the Social Enterprise: the Making of CC 24 August, 2009 – Northern Illinois University
  • 2.
  • 3.
  • 4.
  • 5. The business of designing and implementing information systems isn't exactly rocket science … Proton Sirius www.ilslaunch.com
  • 6. … it's brain surgery! Most pictures from: The History of Psychosurgery, Renato M.E. Sabbatini, PhD http://www.epub.org.br/cm/n02/historia/psicocirg_i.htm
  • 7.
  • 8.
  • 9. IT architecture is a subset of business architecture An Enterprise Intelligence gathering Direction setting Chain of command Culture Operations Recursive organization Resources Technology Talent Knowledge Information Data Energy Locations IT Finances Products Transactions IT architecture Business architecture Business situation Image Investment Environmental factors Services Regulations Enterprise Enterprise Enterprise Enterprise Enterprise Enterprise
  • 10.
  • 11.
  • 12. Emergence of the semi-conductor industry ecosystem Created by Denis Mathias, BCS partner. 1985 Distributor Distributor Semiconductor Manufacturer Capital Equipment Manufacturer Indirect Supplier Technology Reseller Component Manufacturer Raw Material Supplier System OEM End User 2003 Service Provider Foundry Assembly & Test Contract Manufacturer Fabless Design/ IP House System Design House
  • 13. Value flows stimulated by CC (a multi-sided enterprise) Community member CLUs Community member Services CLUs Merchant CLUs CLUs Goods Exchange $$s CLUs Investor Performance arena CLUs Assets Client $$$s LC maker CLUs $$$s Assets Assets CLUs CLUs Results LCs Community CLUs & $$s CLUs LCs CLUs LCs CLUs $$s CLUs LCs $$$s CLUs Community CLU bank CLUs CLU -- Community Liquidity Unit LC – Liquid Contract LEGEND
  • 14.
  • 15.
  • 16. Organization structure reporting relationship reporting relationship Organization Manager Organization Manager Organization Manager Organization Manager Organization Manager Organization Manager
  • 17. A well-known generic organizational framework is Stafford Beer’s Viable Systems Model. Environment Present Future Intelligence Coordination Control Policy Op Unit 1 Op Unit 2 Op Unit 3 From: Rudolf Kulhavy, From Banks to Banking: Architecting Business Performance Transformation, 2005
  • 18.
  • 19.
  • 20. R&A model for CC - incomplete Member Performer Recipient Leadership Visualizer Community External Party Merchant Community Investor Tool Developer Organization Designer CC Community Intelligence Provider Best practices > Close fit to situation < Permission to use this story Economy protocol > Meets desires < Co-optimization Community data > Timely, accurate, meaningful < Clear specifications Valuable performance > Meets desire < Fair valuation Community design > Viable < Feedback Opportunity description > Appropriate domain > Doable > Value estimate(s) < Refinement CC Investor Ecosystem partner CC functionality > Conformant < Standards support Analytics > Relevant < Clear specs SW ideas > Fresh < Architecture ROI > Within specified time < Team membership
  • 21.
  • 22.
  • 23.
  • 25.
  • 26.
  • 27. A simple example shows various types of boundary objects that span business language communities. Template definition Personnel management Employee Personnel hotline agent Call tracking system HR professionalism Hotline group Benefits department Employee database COBRA benefits Paper notes Procedures Procedures Escalation From: Cherbakov and McDavid, Boundary Objects to Bridge the Gap, PLTE, 2005 (RBV080) -- Based on: Mark S. Ackerman and Christine Halverson, “Organizational Memory: Processes, Boundary Objects, and Trajectories,” Proceedings of the Thirty-second Annual Hawaii International Conference on System Sciences, IEEE, 1998.
  • 28.
  • 29.
  • 30.
  • 31.
  • 32.
  • 33.
  • 34.
  • 35.
  • 36.
  • 37. Ontologies create semantic bridges among business entities Conversations Commitments Contracts Transactions Corpus of business content Lexicon Explicit Ontology Upper Ontology
  • 38. A semantic architecture disambiguates meaning between business terminology and IT manifestations
  • 39. A high-level view of a semantic architecture Business Situation Business Purpose Business Commitment Business Outcome Business Role-player Business Function Business Resource Business Behavior Business Location constrains motivates defines alters senses supports fulfills mandates negotiates governs produces incorporates performs manipulates facilitates houses Is assigned as Invokes and sequences Based on: &quot;A Standard for Business Architecture Description&quot; D. W. McDavid, IBM Systems Journal, v. 38, no. 1, 1999. http://www.research.ibm.com/journal/sj/381/mcdavid.html enacted by
  • 40. Some IT architectural considerations List
  • 41.
  • 42.
  • 43. SOA Foundation Reference Architecture Business Services Supports enterprise business process and goals through businesses functional service Enterprise Service Bus Interaction Services Enables collaboration between people, processes & information Process Services Orchestrate and automate business processes Information Services Manages diverse data and content in a unified manner Development Services Integrated environment for design and creation of solution assets Partner Services Connect with trading partners Business App Services Build on a robust, scaleable, and secure services environment Access Services Facilitate interactions with existing information and application assets Management Services Manage and secure services, applications & resources Infrastructure Services Optimizes throughput, availability and utilization Apps & Info Assets Service Registry
  • 44.  
  • 45.
  • 46. Open source software development Social networking Defense, medical, corporate, entertainment Collaboration, training, distance learning, marketing Virtual world technology offerings are proliferating
  • 47.
  • 48.
  • 49. The virtual world converged with the real world as well-known RL and SL artist visits IBM Research
  • 50. Doug giving a presentation in second life
  • 51.

Notas del editor

  1. IBM Confidential
  2. IBM Confidential Would you want a doctor that says “The human body is very complex, so we haven’t really tried to understand it fully. It’s easier for us to just implant a series of devices in your brain. In addition to being simpler for us, it will only cost you a few percent of your income for the rest of your life, and can be expected to work about 20% of the time.”
  3. IBM Confidential This is a slide that is built through several steps
  4. IBM Confidential
  5. Review these Pick a few to go into detail Stress that this is a work in progress Not all are supported by tools The key thing is for architects to have these dimensions and views in mind as they work with the enterprise
  6. Culture mismatches on things like information sharing, deliberation, execution tempo, persuasion style (argumentation), responsiveness, team focus, etc.
  7. Business starts with groups of people The essence of business is communication Business conversations lead to business commitments Commitments are formalized in contracts, which allow various forms of transactions Transactions involve the flow of value and documentation between and among transacting parties Businesses rely on externalized prosthetic memory devices It is possible to extract a lexicon of business terms from the content produced by the enterprise There is some shared understanding among humans about the meaning of their business terms and content It is possible to articulate an abstract model of the concepts shared by a business community Mappings between ontology and lexicon help to reconcile the ambiguities of business language A higher level ontology can create a semantic bridge between business communities
  8. Copyright Adaptive Business Designs 2006 COP Common Operating Picture
  9. This is the start of a basic taxonomy of how people can use, and are using, virtual spaces. I started to create this when I attended a weekend workshop on virtual worlds for arts and humanities research: http://dougmcdavid.com/blog/index.php/archive/virtual-worlds-for-arts-and-humanities-research/ I personally am finding this very useful when thinking about what various people and enterprises are doing with virtual world technology. I’m not sure the words “manner” and “focus” of use convey what I am trying to say very well, and I am open to suggestions for alternatives! Still, this is high-level category split I’m making here. I’m differentiating between the way in which the technology is used (manner of use) and the purpose of use, what it is being used for (focus of use). Within manner of way of using the technology it’s almost like a split between animate and inanimate – artifacts vs. activities, or objects vs. behavior. The thing that struck me in the workshop I mentioned was the split between the artifact people (e.g. archaeological replicas of ancient Rome and Babylon, etc.) and the performance people, who were largely in the mindset of doing collaborative work in virtual spaces (including a VP of Duke University who announced a new VW platform called Cobalt, and based on the Open Croquet foundation). There are several ways of further classifying both the artifactual and the active manners of use, and you can see more discussion of this at the blog entry cited above. What I’m calling the focus of use feels like it needs further elaboration. The basic idea is to understand what enterprises are using VW for, in the sense of general types of purposes. Our IBM Business Center is an experiment of conducting business within a virtual space, while our promotion of Sam Palmisano’s announcement from Beijing was more of an example of using VW in the course of conducting business, but not actually conducting real business within a virtual space. IBM’s business relationship with Hoplon Infotainment - Talkodon ( http://www.hoplon.com ) , whereweareprovidingmainframeservers to runtheirgamingengine is a canonicalexample of where the business opportunity is about VW technology – where the technology is the business. Morespecificpurposes, as elaborated on anotherslide, cross-cutall the otherdimensions of thistaxonomy. In otherwords, wecould look inside a HR services business that is developing a business in VW, and potentiallyseeexamples of variousaspects of the focus and manner of use as describedhere. Based on the specific business functionsbeingsupported, theremaybe an emphasis on activityoverartifact, orviceversa. Theseallbecome design decisions on the part of business architects of thesevariousenterprises.
  10. These shots provide a point in time view of Doug Mandelbrot’s second life. Of course, any self-respecting IBM consultant needs a house, as well as a pirate ship for holding impromptu meetings! In fact, both the house and pirate ship have proven to be invaluable, for meetings and fun, and introducing new colleagues into the fun and social aspects of life in the virtual world. At the time of this picture, Doug’s house was flanked by a house put there by Prof Link, whose person is associated with George Washington University. Doug and Prof were introduced to each other by Lorelei Junot during a Halloween party at the Haunted Mansion on Info Island. Doug chose this waterfront property, not only for the pirate ship, but to be close to the site of Jnana Software, and interesting company that is experimenting with real life commercial applications of virtual world technology. Only after moving in did he discover that another neighbor is Pixeleen Mistral, managing editor of the Second Life Herald. An interesting neighborhood, indeed, and now built up with some local entertainment establishments as well.
  11. Doug and his avatar have had a lot of fun interacting with the arts community in Second Life. This is a vivid example of the social nature of virtual worlds, and the real life relationships that can be formed through virtual world communication and collaboration. Doug met Filthy Fluno by buying some of his Second Life art. He and Filthy’s person, Jeffrey Lipsky, are shown here planning for a trip that brought JeFF to California from Massachusetts on a commission to create a custom art work and present to the researchers at the Almaden Research Center. This was a great success, and has led to friendships and business for JeFF with other IBMers.