Se ha denunciado esta presentación.
Utilizamos tu perfil de LinkedIn y tus datos de actividad para personalizar los anuncios y mostrarte publicidad más relevante. Puedes cambiar tus preferencias de publicidad en cualquier momento.

Practical Application of Business Architecture

27.953 visualizaciones

Publicado el

What does “Business Architecture” mean? How do we create a Business Architecture? And critically how do we practically apply it to help inform strategic decisions and investments?
This talk will demonstrate the key points in creating a Business Architecture, the major artefacts and how to apply them.

Introduction : What is a Business architecture & why do we need one?
The Strategic Context: capturing and articulating business motivation
The value system and the business value chain
The Business Capability view
What is a Business Capability?: How do we describe a Capability?
Identifying strategically important Capabilities
Measuring Capability maturity and gaps
Views and viewpoints:
Business & Technology Pain points
Programme overlay: Are we investing in the right capabilities & applications to address them?
Architecture interconnects: Business Architecture, Enterprise Architecture and the Strategic Roadmap
Creating traceability from IT decisions to business goals
Throughout a Case Study from Financial Services will be used to illustrate the approach

  • DOWNLOAD THIS BOOKS INTO AVAILABLE FORMAT (Unlimited) ......................................................................................................................... ......................................................................................................................... Download Full PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download Full EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ACCESS WEBSITE for All Ebooks ......................................................................................................................... Download Full PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download doc Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ......................................................................................................................... ......................................................................................................................... .............. Browse by Genre Available eBooks ......................................................................................................................... Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult,
       Responder 
    ¿Estás seguro?    No
    Tu mensaje aparecerá aquí
  • DOWNLOAD THIS BOOKS INTO AVAILABLE FORMAT (Unlimited) ......................................................................................................................... ......................................................................................................................... Download Full PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download Full EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ACCESS WEBSITE for All Ebooks ......................................................................................................................... Download Full PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download doc Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ......................................................................................................................... ......................................................................................................................... .............. Browse by Genre Available eBooks ......................................................................................................................... Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult,
       Responder 
    ¿Estás seguro?    No
    Tu mensaje aparecerá aquí
  • DOWNLOAD THIS BOOKS INTO AVAILABLE FORMAT (Unlimited) ......................................................................................................................... ......................................................................................................................... Download Full PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download Full EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ACCESS WEBSITE for All Ebooks ......................................................................................................................... Download Full PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download doc Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ......................................................................................................................... ......................................................................................................................... .............. Browse by Genre Available eBooks ......................................................................................................................... Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult,
       Responder 
    ¿Estás seguro?    No
    Tu mensaje aparecerá aquí
  • DOWNLOAD FULL BOOKS, INTO AVAILABLE FORMAT ......................................................................................................................... ......................................................................................................................... ,DOWNLOAD FULL. PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. doc Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. doc Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ......................................................................................................................... ......................................................................................................................... .............. Browse by Genre Available eBooks ......................................................................................................................... Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult,
       Responder 
    ¿Estás seguro?    No
    Tu mensaje aparecerá aquí
  • DOWNLOAD FULL BOOKS, INTO AVAILABLE FORMAT ......................................................................................................................... ......................................................................................................................... ,DOWNLOAD FULL. PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. doc Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. doc Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ......................................................................................................................... ......................................................................................................................... .............. Browse by Genre Available eBooks ......................................................................................................................... Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult,
       Responder 
    ¿Estás seguro?    No
    Tu mensaje aparecerá aquí

Practical Application of Business Architecture

  1. 1. APPLYING BUSINESS ARCHITECTURE B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 1 A Practical Application of Business Architecture PRESENTED BY: David O’Hara Principal Consultant, EMEA
  2. 2. PRACTICAL APPLICATION OF BUSINESS ARCHITECTURE › Introduction › What is Business Architecture? › Case Study: InsureCo › Understanding Business Motivation › The Capability View and the Business ‘Anchor ’ Model › Capability Model Overlays › Measuring Capability Maturity › Capabilities and Applications › The Strategic Roadmap › Summary › Q&A B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 2
  3. 3. B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 3 INTRODUCTION › 20 years in Business-facing roles in the IT industry, mostly private sector (Telco, Retail, FS…) › Practice Manager (EMEA) at Enterprise Architects › Business Architecture practitioner & trainer › Specialising in Business Architecture over 9+years: » Business Engagement » Business Motivation » Capability Driven Planning » Enterprise Roadmaps » Building EA Practices DAVID O’HARA Enterprise / Business Architect TWITTER: @DaveO_EA BLOG: www.davidaohara.com EMAIL: david.ohara@enterprisearchitects.com
  4. 4. B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 4 JOIN THE DISCUSSION FIND US AT: Follow our blog: enterprisearchitects.com @enterprisearchs @eatraining @daveo_ea enterprise-architects enterprisearchitects EntArchitectsEA Subscribe to our mailing list: marketing@enterprisearchitects.com 
  5. 5. B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 5 UNDERSTANDING BUSINESS ARCHITECTURE
  6. 6. WHAT IS BUSINESS ARCHITECTURE? We like to refer to it as “The design of business” It is about giving strategic business objectives greater clarity and structure by describing how they translate into operations. The goal of Business Architecture is to operationalise business strategy, thereby helping business leaders avoid a risky leap directly from strategy to specific project investments. B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 7
  7. 7. B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 8 ENT E R P R I S E ARCHI T E C TUR E OUTCOMES BUSINESS ARCHITECTURE IS AN INTEGRAL PART OF THE ENTERPRISE ARCHITECTURE Business Architecture provides the crucial business context for the ‘technical’ layers, aligning architecture ‘services’ to provide coherent business outcomes. BUSINESS INFORMATION APPLICATIONS TECHNOLOGY SERVICES
  8. 8. POSITIONING BUSINESS ARCHITECTURE B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 9 Business Architecture must connect strategy to business and IT change Implementation Strategy Business Architecture
  9. 9. FAILURE POINTS BETWEEN STRATEGY & IMPLEMENTATION In navigating the minefield between strategy and execution there are multiple possible failure points STRATEGY PROJECTS     B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 10 Strategy not sufficiently tied to operations Needed capabilities not properly understood or measured Planners not accountable for delivery Benefits aren’t quantified or traced back to original goals  The drivers of strategy are often misaligned Are we investing in the right areas across the enterprise? Is my investment portfolio balanced across all of the economic value add dimensions? Are the strategic programs aligned, or for that matter, are they the right strategic programs? Where can we take advantage of synergies across the major strategic programs? There is a lot of activity going on out there, how do I know we are doing the right things?
  10. 10. HOW DOES BUSINESS ARCHITECTURE HELP? 1 2 Then establishing the resources that are needed by the capabilities and ensuring that architecture provides oversight at portfolio level B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 11 Business Architecture directly addresses the failure points between strategy and implementation… Creating a clear view of the goals, value drivers and corresponding levers that drive the strategy and the target Business Model Clearly linking the strategy to operations through CAPABILITIES 3
  11. 11. ARE WE DOING BUSINESS ARCHITECTURE? Value increases when mandate increases. Maximise Product Profitability Maximise Market Share Maximise Customer Lifetime Value D B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 12 EA = IT Architecture Improve project performance EA = Enterprise-Wide IT Architecture (EWITA) Improve enterprise wide program and portfolio performance EA = Business Architecture (BA) + EWITA Improve Business Performance EA = Strategic Enabler + BA + EWITA Improve Market Performance (Shareholder Value) A B V A L U E M A N D AT E C E EA = Product Architecture + BA + EWITA Improve Product/Service Performance Business Architecture is seen as a positive progression away from IT
  12. 12. CASE STUDY: INSURECO B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 13
  13. 13. B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 15 OVERVIEW › The business environment at INSURECo has become more challenging › Requires greater focus on core competencies and what differentiates them from the competition › New players are arriving on the scene with improved value propositions › New techniques and technologies increase competitiveness › Competitors are beginning to specialise and then turn to others to supplement capabilities that are not core competencies The Exco Viewpoint
  14. 14. INSURECO. BUSINESS DESIGN PROJECT STORY AREAS OF FOCUS INSURECo. need to re-assess their current business model with a remit to identifying areas for improvement and capability uplift. Areas of focus include: • Simplification, • improved time to market, • standardisation of products • balancing the market mix for “on-demand” and “for need” products. Understanding the current state view of the Business, Application, Information and Technology landscape Producing a hypothesis of the desired future state based upon the business motivation From this desired target state, perform a Gap Analysis to define the changes required to achieve the strategic goals This gap analysis will form the basis of the IT transformation Roadmap B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I Business Analysis Conference Europe 2014 S E A R C H I T E C T S | PAGE 16
  15. 15. B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 17 UNDERSTANDING BUSINESS MOTIVATION
  16. 16. WHAT IS THE BUSINESS MOTIVATION MODEL? B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 18 The language of strategic planning is often inconsistent. The BMM provides us with a Consistent Language to articulate business strategy. “The BMM is a technique in which one determines an ultimate goal and determines the best strategy for attaining the goal in the current situation” Mission Strategies Tactics Vision Goals Objectives A statement describing the aims, values and overall plan of an organisation. e.g. “To be the leading creator and protector of wealth.” The strategic plan. e.g. “Defend our current customer base to reduce churn and increase repeat business” A concise statement of a desired change. e.g. “To be the leading provider of wealth management services in our major target markets within the next 5 years.” A high level statement of what the plan will achieve. e.g. “Improve customer satisfaction (over the next five years)” A Course of Action that channels efforts towards objectives e.g. “Call first-time customers personally” The outcome of projects improving capabilities, process, assets, etc. e.g. “Develop an operational customer call centre by June 30, 2015”
  17. 17. B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 19
  18. 18. BUSINESS CAPABILITIES B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 20
  19. 19. Information B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 21 STRATEGIC COHERENCY One of the ways we create coherence is Through capability based planning. Capability driven architectures are designed to support the strategic objectives of an organisation. Mission Strategies Tactics Vision Goals Objectives OUTCOME CAPABILITY People Process Technology Capabilities consist of people, process and technology To fully understand a capability all these components must exist regardless of their maturity level
  20. 20. B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 22 WHAT IS A CAPABILITY? › An ability that an organisation, person, or system possesses. Capabilities are typically expressed in general and high-level terms and typically require a combination of organisation, people, processes, and technology to achieve. For example, marketing, customer contact, or outbound telemarketing – The Open Group › The power or ability to do something – Oxford English Dictionary › Measure of the ability of an entity (department, organisation, person, system) to achieve its objectives, specially in relation to its overall mission – Business Dictionary › The ability to perform or achieve certain actions or outcomes through a set of controllable and measurable faculties, features, functions, processes, or services – Wikipedia Some Definitions…
  21. 21. IDENTIFYING CAPABILITIES B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 23 › All enterprises have ‘capabilities’: Capabilities are the things the enterprise must be able to DO in order to fulfil its mission › Capabilities will tend to persist over time » What changes is the way in which the capability is fulfilled (the ‘How’), who is fulfilling the capability, where it takes place and their importance to the business strategy › Capabilities are expressed as outcomes and should be agnostic of technology, product, organisational unit, etc. » Meaning the same capability could be performed in different ways depending on context, channel, etc. › Capabilities can be described in a simple one-page view… the Business Capability Model Some Guidelines…
  22. 22. BUILDING THE CAPABILITY MODEL: THE VALUE CHAIN B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 24 Value Activity 1 Value Activity 2 Value Activity 3 Margin › Every firm is a collection of activities that are performed to design, produce, market, deliver and support its products and services › The value activities are the building blocks by which a firm creates products which are valuable to its consumers › So… the key value-driving activities are a starting point to help identify key capabilities required by your value chain
  23. 23. T H E B U S I N E S S ‘C A PA B I L I T Y MO D E L B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 25 The capability model represents the "map" of the organisation…
  24. 24. THE BUSINESS CAPABILITY MODEL B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 26 …and like a map of a city, the business anchor model can have many overlays, each communicating a different message based on the same underlying structure
  25. 25. Chief Information Officer Chief Distribution & Marketing Officer Chief HR Officer Chief Investment Officer Chief Finance Officer Chief Operations Officer General Counsel & Company Secretary Customer Services Leader Operations Leader: Underwriting & Market Development and Sourcing Productising and Bundling Sales and Distribution Servicing Business Development & Sales Leads Generation People Process Info. Tech. N/A N/A N/A N/A Leads Management People Process Info. Tech. N/A N/A N/A N/A Broker Management People Process Info. Tech. N/A N/A N/A N/A Product Packaging Pricing Product Management Policy Administration People Process Info. Tech. N/A N/A N/A N/A Consolidated Reporting People Process Info. Tech. N/A N/A N/A N/A Lump Sum Claims Delivery Method Registration Value Transaction Management Premium Management People Process Info. Tech. N/A N/A N/A N/A Payments Management People Process Info. Tech. N/A N/A N/A N/A Specialist Training Client Servicing Partner Strategy & Support Sponsorship People Process Info. Tech. N/A N/A N/A N/A Client Communications Adviser Relationship Management Process Execution People Process Info. Tech. Renewals Consulting People Process Info. Tech. N/A N/A N/A N/A Dealership Relationship Management Operational Performance Knowledge Management People Process Info. Tech. Resource Allocation People Process Info. Tech. N/A N/A N/A N/A Government Reinsurance Management Project Execution People Process Info. Tech. People Process Info. Tech. Policy N/A N/A N/A N/A Enterprise Architecture Procurement People Process Info. Tech. Management N/A N/A N/A N/A Candidate Assessment and Talent Redeployment & Employment Offers & Contracts Disaster Infrastructure Recovery People Process Info. Tech. © Enterprise Architects (Vic) Pty Ltd 2014 Application People Process Info. Tech. N/A N/A N/A N/A Tenders People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Strategic Pipeline People Process Info. Tech. N/A N/A N/A N/A Tactical Pipeline People Process Info. Tech. N/A N/A N/A N/A Policy Acquisition People Process Info. Tech. N/A N/A N/A N/A Needs Analysis People Process Info. Tech. N/A N/A N/A N/A Product Selection People Process Info. Tech. N/A N/A N/A N/A Quotation & Illustration People Process Info. Tech. N/A N/A N/A N/A Customer Service Claims Management People Process Info. Tech. N/A N/A N/A N/A Enquiries People Process Info. Tech. N/A N/A N/A N/A Complaints Management People Process Info. Tech. N/A N/A N/A N/A Retention People Process Info. Tech. N/A N/A N/A N/A On-boarding People Process Info. Tech. N/A N/A N/A N/A Adviser Remuneration People Process Info. Tech. N/A N/A N/A N/A Operations Quality Management People Process Info. Tech. N/A N/A N/A N/A Management People Process Info. Tech. Underwriting People Process Info. Tech. Business Continuity Management Corporate Risk Management People Process Info. Tech. Reinsurance People Process Info. Tech. Contract Due Diligence People Process Info. Tech. Regulatory Relationship Management Company Secretary People Process Info. Tech. Management People Process Info. Tech. Investor Relationship Management Government & Industry Relationship Advice Internal Audit Compliance Provisioning People Process Info. Tech. Directors Relationship Management Legal & Ethical Management People Process Info. Tech. People Process Info. Tech. N/A N/A N/A N/A External Public Relations Management People Process Info. Tech. Administration Management Product/Channels Management Reporting B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 27 Products & Services Channels Core Value Creating Capabilities Market Market & Data Analytics Campaign Management Product Launch External Market Communications Brand Management Promotions Advertising Internal Sales Tools People Process Info. Tech. N/A N/A N/A N/A Channel Marketing Product Research Product Development New Business Underwriting Policy Owner Service (POS) Recurring Claims Management Auditors Operations Document Management People Process Info. Tech. Shared Services Head of Advisor Services Head of Group Insurance Strategy Delivery Manager – Distribution & Marketing Head of Direct Marketing Chief Risk Officer Reinsurance Administration Manager Head of Financial Control Taxation Manager Management of Reporting Actuary Retirement Planning Life Insurance Accident Insurance Health Insurance Employee Benefits Credit Life Pension Service Group Retail Direct People Process Info. Tech. N/A N/A N/A N/A Operations Management People Process Info. Tech. N/A N/A N/A N/A Business Process Management People Process Info. Tech. N/A N/A N/A N/A N/A N/A N/A N/A Decisional & Business Intelligence People Process Info. Tech. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Technical Operations Training People Process Info. Tech. N/A N/A N/A N/A Strategy & Execution Strategy Research People Process Info. Tech. People Process Info. Tech. N/A N/A N/A N/A Strategy Strategy Planning People Process Info. Tech. N/A N/A N/A N/A Project Portfolio Management People Process Info. Tech. N/A N/A N/A N/A Project Portfolio Prioritisation People Process Info. Tech. Selection People Process Info. Tech. N/A N/A N/A N/A N/A N/A N/A N/A Benefits Realisation People Process Info. Tech. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Change Management People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Finance & Actuarial Capital Investment People Process Info. Tech. People Process Info. Tech. N/A N/A N/A N/A Financial Accounting People Process Info. Tech. Actuarial People Process Info. Tech. Management People Process Info. Tech. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Facilities Financial Management & Management People Process Info. Tech. N/A N/A N/A N/A Analysis N/A N/A N/A N/A Statutory & Regulatory Reporting People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Cash Management People Process Info. Tech. N/A N/A N/A N/A Human Resource Management Employee Development & People Process Info. Tech. N/A N/A N/A N/A Training Employee Performance Management People Process Info. Tech. N/A N/A N/A N/A Succession Planning People Process Info. Tech. People Process Info. Tech. N/A N/A N/A N/A Employee Retention People Process Info. Tech. N/A N/A N/A N/A Talent Workforce Planning People Process Info. Tech. N/A N/A N/A N/A Recruitment and Sourcing N/A N/A N/A N/A Talent Development & People Process Info. Tech. N/A N/A N/A N/A Training People Process Info. Tech. N/A N/A N/A N/A Selection People Process Info. Tech. N/A N/A N/A N/A Retirement People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Information Technology Management IT Vendor Relationship Management Architecture Management People Process Info. Tech. People Process Info. Tech. N/A N/A N/A N/A N/A N/A N/A N/A IT Security & Risk People Process Info. Tech. N/A N/A N/A N/A Application Development People Process Info. Tech. Management People Process Info. Tech. N/A N/A N/A N/A Process Execution People Process Info. Tech. N/A N/A N/A N/A IT Service Delivery People Process Info. Tech. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A External Relationship Management People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Management People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Legal & Compliance People Process Info. Tech. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Underwriting and Risk Management People Process Info. Tech. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Performance Management People Process Info. Tech. N/A N/A N/A N/A Profitability People Process Info. Tech. N/A N/A N/A N/A Practitioners Firms Regulatory People Process Info. Tech. N/A N/A N/A N/A Marketing People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Product Manufacturing & Maintenance People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Product Service People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Client Development People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Individual Life Relationships Operations Leader: Administration & Partner Support Operations Leader: Claims INSURECO CAPABILITY MODEL
  26. 26. C U R R E N T S T A T E M A T U R I T Y T A R G E T S T A T E M A T U R I T Y 1 2 3 4 B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 28 CAPABILITY MATURITY › Capabilities can be assessed for their current and required maturity level › Target State Maturity is assessed relative to the strategic importance of the capability › Capabilities can be assessed at a high level, or at more granular level along the dimensions of People, Process, Information and Technology › Meaning the assessment can be rolled-up or drilled-down into specific areas as necessary Consider both current and target state maturity Low Maturity (Ad Hoc) Medium Maturity (Repeatable) Med-High Maturity (Defined/Managed) High Maturity (Optimized)
  27. 27. Sources: Stakeholders: Business Executives, Business Managers, Business SME’s, IT Executives, Solution Managers, Solution Designers, IT Operations, Project Teams and Architects Product Management Value Transaction Management Leads Management Broker Management Strategic Pipeline Tactical Pipeline Policy Acquisition Partner Strategy & Support Sponsorship Client Communications Adviser Relationship Management Resource Allocation Premium Management Payments Management Leads Generation Specialist Training Client Servicing Knowledge Management Government Policy Procurement Management Candidate Assessment and Selection Enterprise Architecture Employment Offers & Contracts Underwriting Due Diligence Regulatory Relationship Management Product/ Channels Profitability © Enterprise Architects (Vic) Pty Ltd 2014 Customer Service Claims Management Complaints Management On-boarding Adviser Remuneration Needs Analysis Product Selection Quotation & Illustration Application Consulting Dealership Relationship Management Operational Performance Management Operations Quality Management Technical Operations Training Corporate Risk Management Company Secretary Government & Industry Relationship Management Business Continuity Management Advice Provisioning Directors Relationship Management Internal Audit Compliance Legal & Ethical Management External Administration Management Reinsurance Contract Management Investor Relationship Management Public Relations Management Management Reporting B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 29 Core Value Creating Capabilities Market & Data Analytics Campaign Management Product Launch External Market Communications Brand Management Operations Market Development and Sourcing Productising and Bundling Sales and Distribution Servicing Document Management Shared Services People People People People People People Internal Sales Tools Channel Marketing People Process Info. Tech. N/A N/A N/A N/A Marketing People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Business Development & Sales People Process Info. Tech. N/A N/A N/A N/A Client Development People Process Info. Tech. N/A N/A N/A N/A Product Manufacturing & Maintenance People Process Info. Tech. N/A N/A N/A N/A Product Research Product Development Product Service People Process Info. Tech. N/A N/A N/A N/A Operations Management People Process Info. Tech. N/A N/A N/A N/A Strategy & Execution People Process Info. Tech. N/A N/A N/A N/A Strategy Research Finance & Actuarial People Process Info. Tech. N/A N/A N/A N/A Investment Strategy Planning Capital Management Human Resource Management People Process Info. Tech. N/A N/A N/A N/A Promotions Advertising Employee Development & Training Employee Performance Management Information Technology Management People Process Info. Tech. N/A N/A N/A N/A Underwriting and Risk Management People Process Info. Tech. N/A N/A N/A N/A Legal & Compliance People Process Info. Tech. N/A N/A N/A N/A External Relationship Management People Process Info. Tech. N/A N/A N/A N/A Performance Management People Process Info. Tech. N/A N/A N/A N/A Product Packaging Reinsurance Policy Administration Consolidated Reporting Lump Sum Claims Management Delivery Method Registration Process Execution People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A New Business Underwriting Policy Owner Service (POS) Recurring Claims Management Business Process Management People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Decisional & Business Intelligence People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Enquiries People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Retention People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Tenders People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Renewals People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Pricing People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Project Portfolio Selection Financial Accounting Employee Retention People Process Info. Tech. N/A N/A N/A N/A Benefits Realisation Financial Management & Analysis Talent Recruitment and Sourcing People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Strategy Management Actuarial Succession Planning People Process Info. Tech. N/A N/A N/A N/A Project Execution Statutory & Regulatory Reporting Talent Development & Training People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Project Portfolio Prioritisation Facilities Management Workforce Planning People Process Info. Tech. N/A N/A N/A N/A Change Management Cash Management Talent Redeployment & Retirement People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Architecture Management People Process Info. Tech. N/A N/A N/A N/A Application Development People Process Info. Tech. N/A N/A N/A N/A IT Service Delivery People Process Info. Tech. N/A N/A N/A N/A IT Security & Risk Management People Process Info. Tech. N/A N/A N/A N/A Disaster Recovery People Process Info. Tech. N/A N/A N/A N/A IT Vendor Relationship Management People Process Info. Tech. N/A N/A N/A N/A Process Execution People Process Info. Tech. N/A N/A N/A N/A Infrastructure People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A
  28. 28. INSURE Co. Business Capability Model with Applications Overlay Business Capability Model Version: 2.0.0 Created: 18/03/2014 by Enterprise Architects Updated: 15/05/2014 by Enterprise Architects Sources: Product Manufacturing & Maintenance Description: A Business Capability Model provides an anchor point for defining the organisation on a page. This overlay identifies Reinsurance Delivery Method Registration what applications are used to support the capabilities within the organisation. Product Research Concerns Addressed: What are the capabilities required to support the strategic direction and deliver consistent outcomes? What are the applications that are used to support the capabilities? What are the lifecycle statuses and Business/IT fit for these applications? 2 Claims 4 Stakeholders: Business Executives, Business Managers, Business SME’s, IT Executives, Solution Managers, Solution Designers, IT Operations, Project Teams and Architects People Process Info. Tech. N/A N/A N/A N/A Policy Administration 4 Compass 4 Productising and Bundling Sales and Distribution Servicing Consolidated Reporting Policy Administration People Process Info. Tech. N/A N/A N/A N/A Value Transaction Management Premium Management 2 Claims 4 4 NAB Connect 3 People Process Info. Tech. N/A N/A N/A N/A New Business Payments Management 4 Compass 4 Batch Printing 2 ELSA VUL 1 4 NAB Transact 4 2 OLAS 3 Payment Dishonors 3 Receipting 3 People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A 4 Recurring Claims Compass Management 4 3 eClaims 3 Inbound Mail 3 New Business 2 Outbound Mail People 2 TeamTrack Process Info. 2 Tech. N/A N/A N/A N/A Lump Sum Claims Management 3 eClaims 3 Inbound Mail 3 New Business 2 Outbound Mail People 2 TeamTrack Process Info. 2 Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Client Development Specialist Training People Process Info. Tech. N/A N/A N/A N/A Partner Strategy & Support People Process Info. Tech. N/A N/A N/A N/A Adviser Relationship Management 3 ACT! 4 People Process Info. Tech. N/A N/A N/A N/A Sponsorship People Process Info. Tech. N/A N/A N/A N/A Consulting People Process Info. Tech. N/A N/A N/A N/A Dealership Relationship Management 3 ACT! 4 People Process Info. Tech. N/A N/A N/A N/A Client Servicing 2 OLAS 3 2 Adviser Site 4 CUCCX 3 Group Website 4 4 Voice Recording 4 3 New Business 2 Client Communications 2 Adviser Site 4 Policy Notices 3 Group Website 4 Renewals CCI 2 2 4 Compass 4 2 Spreadsheets Group Renewal Spreadsheets Underwriting eApp Express 4 4 Mobile 4 Case360 5 Knowledge Management 4 Compass 4 Service Desk Express (SDE) 4 NAB Connect 3 4 Case360 5 2 Claims 4 2 Compass 3 Content 2 3 Content 2 3 4 Case360 5 2 Claims 4 4 Compass 4 Content 2 3 Content 2 3 eApp Express 4 4 4 3 SharePoint 4 2 OLAS 3 Policy Notices Online 4 LifeApp 3 People Process Info. Tech. N/A N/A N/A N/A AMEX BAS Billing Extract Manager 5.3 Manager 8.4 Manager 5.3 Manager 8.4 4 Case360 5 Content 2 3 2 TeamTrack 2 Content Content Government Policy Manager 5.3 Content 2 3 Manager 8.4 2 Adviser Site 4 Policy Notices 3 Group Website 4 4 INSA 2 2 Adviser Site 4 Batch Printing 4 LifeApp 3 4 Compass 4 CUCCX 3 Group Website 4 Inbound Mail 3 New Business 2 Outbound Mail 4 Voice Recording 4 3 New Business 2 2 OLAS 3 4 Case360 5 4 Compass 4 Content Priceline Sales 2 3 Manager 5.3 3 3 Content 2 3 Manager 8.4 3 Prophet 4 4 Case360 5 4 Compass 4 Content 2 3 Manager 5.3 Content 2 3 Manager 8.4 CUCCX eApp Express 4 4 Mobile eApp Express 4 4 Online 4 LifeApp 3 3 New Business 2 2 ELSA VUL 1 Inbound Mail 2 OLAS 3 Outbound Mail 4 Voice Recording 4 4 LifeApp 3 3 New Business 2 2 OLAS 3 4 Case360 5 Content 2 3 Manager 5.3 Content Priceline Sales 3 3 2 3 Manager 8.4 Service Desk Express (SDE) 4 3 2 Eric Stats 2 5 Quality Center 4 Change Management 5 Quality Center 4 3 New Business 2 Policy Owner Service (POS) People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Enterprise Architecture People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Process Execution People Process Info. Tech. N/A N/A N/A N/A Project Execution TimePro 2 TeamTrack 2 People Process Info. Tech. N/A N/A N/A N/A 4 Case360 5 Financial Accounting 4 Case360 5 4 Compass 4 Content 2 3 Manager 5.3 Content 2 3 Manager 8.4 Portal Portal 3 Prophet 4 4 LifeApp 3 3 New Business 2 2 ELSA VUL 1 Actuarial OLAP 3 Prophet 4 4 Sun Accounts 5 TimePro Portia 2 4 Compass 4 People Process Info. Tech. N/A N/A N/A N/A Content Excel (WFP Analytics) 2 1 People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Resource Allocation Leads Generation People Process Info. Tech. N/A N/A N/A N/A Tenders People Process Info. Tech. N/A N/A N/A N/A Leads Management 3 Data Exchange Value Transaction Management Premium Management Portal 3 ACT! 4 People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Tactical Pipeline People Process Info. Tech. N/A N/A N/A N/A Policy Acquisition People Process Info. Tech. N/A N/A N/A N/A Broker Management People Process Info. Tech. N/A N/A N/A N/A Strategic Pipeline Payments Management People Process Info. Tech. N/A N/A N/A N/A Needs Analysis 4 LifeApp 3 Priceline Sales People Process Info. Tech. N/A N/A N/A N/A 2 DM Sales Portal 3 3 3 4 INSA 2 Product Selection Portal 4 INSA 2 4 LifeApp 3 Priceline Sales 3 3 People Process Portal Info. Tech. N/A N/A N/A N/A 2 DM Sales Portal 3 eApp Express 4 4 Mobile eApp Express 4 4 Online Quotation & Illustration 4 INSA 2 4 LifeApp 3 Priceline Sales 3 3 People Process Portal Info. Tech. N/A N/A N/A N/A 4 INSA 2 4 LifeApp 3 Priceline Sales 3 3 Portal People Process Info. Tech. N/A N/A N/A N/A 2 DM Sales Portal 3 eApp Express 4 4 Mobile eApp Express 4 4 Online Application 2 DM Sales Portal 3 eApp Express 4 4 Mobile eApp Express 4 4 Online Inbound Mail Recurring Claims Management 4 Case360 5 Operational Performance Management 4 Case360 5 Content 2 3 Manager 5.3 Content 2 3 Manager 8.4 2 Eric Stats 2 2 SLA Reports 3 Underwriting and Risk Management Facilities Management People Process Info. Tech. N/A N/A N/A N/A Underwriting eApp Express 4 4 Mobile eApp Express 4 4 Online 4 LifeApp 3 People 3 Process New Business Info. Tech. 2 N/A N/A N/A N/A Financial Management & Analysis 4 Sun Accounts 5 Talent Recruitment and Sourcing 3 FinPlan 3 2 SAP ERP HCM 4 People Process Info. Tech. N/A N/A N/A N/A Delivery Method Registration People Process Info. Tech. N/A N/A N/A N/A Consolidated Reporting People Process Info. Tech. N/A N/A N/A N/A New Business People Process Info. Tech. N/A N/A N/A N/A Underwriting People Process Info. Tech. N/A N/A N/A N/A Policy Owner Service (POS) People Process Info. Tech. N/A N/A N/A N/A Business Process Management People Process Info. Tech. N/A N/A N/A N/A TimePro 3 FinPlan 3 2 Claims 4 4 Compass 4 2 OLAS 3 Product Packaging Product Development 4 INSA 2 4 LifeApp 3 3 New Business 2 2 OLAS 3 Priceline Sales 3 3 Portal 3 Prophet 4 4 LifeApp 3 3 New Business 2 2 OLAS 3 Priceline Sales 3 3 Portal 3 Prophet 4 4 LifeApp 3 3 New Business 2 2 OLAS 3 2 Eric Stats 2 2 Sales Reports 3 2 SLA Reports 3 2 Claims 4 4 Compass 4 eApp Express 4 4 Mobile eApp Express 4 Compass 4 eApp Express 4 4 Inbound Mail 2 Claims 4 4 Compass 4 2 DM Sales Portal 3 eApp Express 4 4 Mobile eApp Express 4 4 3 eClaims 3 4 Compass 4 2 DM Sales Portal 3 eApp Express 4 4 Mobile eApp Express 4 4 4 INSA 2 4 Compass 4 eApp Express 4 4 Mobile eApp Express 4 4 3 eClaims 3 Mobile 4 Kofax Capture 4 eApp Express Outbound Mail Policy Notices SharePoint 4 4 CampaignMaster Data Exchange Portal 4 CampaignMaster 4 CampaignMaster INSURECo Website 3 4 4 CampaignMaster 4 CampaignMaster The Hive 5 Batch Printing 4 Case360 5 Content 2 3 Manager 5.3 Content 2 3 Manager 8.4 ECS 3 IQM+ Online Online Online Product Management 4 Compass 4 eApp Express 4 4 Mobile Bloomberg 5 Portia 2 Portia 2 4 Sun Accounts 5 eApp Express Moody's Credit 2 SAP ERP HCM 4 2 ESS 4 2 SAP ERP HCM 4 3 DCS 2 3 SkillportLMS 3 3 WFP BI Reports 3 2 Claims 4 SLAM 3 2 TeamTrack 2 2 Compass 3 Content Content OpenPages 2 Claims 4 4 Compass 4 2 OLAS 3 Lump Sum Claims Management 4 Case360 5 4 Vision (PMQ&A) 4 Portia 2 2 MSS 4 3 Portal 2 2 SAP ERP HCM 4 Content 2 3 Manager 8.4 Process Execution 5 Quality Center 4 Subversion 4 5 Quality Center 4 TimePro HR Forms Automation 1 4 Service Desk Express (SDE) SharePoint 4 SharePoint 4 4 3 People Process Info. Tech. N/A N/A N/A N/A IT Service Delivery People Process Info. Tech. N/A N/A N/A N/A 4 Taleo 4 Disaster Recovery SharePoint 4 SharePoint 4 People Process Info. Tech. N/A N/A N/A N/A External Administration Management People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Legal & Compliance Due Diligence People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Contract Management People Process Info. Tech. N/A N/A N/A N/A © Enterprise Architects (Vic) Pty Ltd 2014 Core Value Creating Capabilities Market Development & Sourcing Marketing Market & Data Analytics People Process Info. Tech. N/A N/A N/A N/A Campaign Management People Process Info. Tech. N/A N/A N/A N/A Product Launch People Process Info. Tech. N/A N/A N/A N/A External Market Communications People Process Info. Tech. N/A N/A N/A N/A Brand Management People Process Info. Tech. N/A N/A N/A N/A Promotions People Process Info. Tech. N/A N/A N/A N/A Advertising People Process Info. Tech. N/A N/A N/A N/A Internal Sales Tools People Process Info. Tech. N/A N/A N/A N/A Channel Marketing People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Operations Business Development & Sales People Process Info. Tech. N/A N/A N/A N/A Product Manufacturing & Maintenance Product Research People Process Info. Tech. N/A N/A N/A N/A Product Packaging People Process Info. Tech. N/A N/A N/A N/A Operations Management Document Management People Process Info. Tech. N/A N/A N/A N/A Shared Services Customer Service Claims Management 4 Case360 5 2 Claims 4 4 Compass 4 Content People Process Info. Tech. N/A N/A N/A N/A 2 3 3 eClaims 3 Inbound Mail 3 New Business 2 Outbound Mail People Process Info. Tech. N/A N/A N/A N/A Content 2 3 2 TeamTrack 2 3 Group Website 4 2 OLAS 3 4 Voice Recording 4 2 Adviser Site 4 4 Compass 4 People Process Info. Tech. N/A N/A N/A N/A Manager 5.3 Manager 8.4 CUCCX 3 Data Exchange Portal Complaints Management Service Desk Express (SDE) 4 3 2 Claims 4 People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A On-boarding CCI 2 2 Spreadsheets 4 Compass 4 2 DM Sales Portal 3 eApp Express 4 4 Mobile People Process Info. Tech. N/A N/A N/A N/A eApp Express 4 4 4 INSA 2 4 LifeApp 3 3 New Business 2 2 OLAS 3 Priceline Sales 3 3 People Process Info. Tech. N/A N/A N/A N/A Online Portal Adviser Remuneration 2 Adviser Site 4 4 Compass 4 Commissions 2 OLAS 3 People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A 3 eClaims 3 Operations Quality Management 3 New Business 2 People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Strategy & Execution Internal Audit People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Technical Operations Training People Process Info. Tech. N/A N/A N/A N/A Business Continuity Management People Process Info. Tech. N/A N/A N/A N/A 3 eClaims 3 Procurement Management 4 CashDesk 3 4 Sun Accounts 5 People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Strategy Research People Process Info. Tech. N/A N/A N/A N/A Strategy Planning People Process Info. Tech. N/A N/A N/A N/A Finance & Actuarial 2 Claims 4 3 iPOS 5 Employment Offers & Contracts 3 New Business 2 HR Forms Automation 1 4 People 4 Process Taleo Info. 4 Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Reinsurance People Process Info. Tech. N/A N/A N/A N/A Product Development Pricing Product Management Strategy Management People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Investment Decisional & Business Intelligence People Process Info. Tech. N/A N/A N/A N/A Project Portfolio Selection People Process Info. Tech. N/A N/A N/A N/A Capital Management Human Resource Management Employee Development & Training People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Project Portfolio Prioritisation People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Employee Performance Management People Process Info. Tech. N/A N/A N/A N/A Product Service Benefits Realisation People Process Info. Tech. N/A N/A N/A N/A Actuarial Succession Planning People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Employee Retention People Process Info. Tech. N/A N/A N/A N/A Workforce Planning Talent Development & Training People Process Info. Tech. N/A N/A N/A N/A Enquiries Retention People Process Info. Tech. N/A N/A N/A N/A Corporate Risk Management People Process Info. Tech. N/A N/A N/A N/A Cash Management People 4 Process Sun Accounts Info. Tech. 5 N/A N/A N/A N/A Candidate Assessment and Selection 4 Compass 4 Contractor 2 2 4 Taleo 4 People Process Info. Tech. N/A N/A N/A N/A Reinsurance People Process Info. Tech. N/A N/A N/A N/A Statutory & Regulatory Reporting People Process Info. Tech. N/A N/A N/A N/A Talent Redeployment & Retirement People Process Info. Tech. N/A N/A N/A N/A Infrastructure People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Information Technology Management Architecture Management People Process Info. Tech. N/A N/A N/A N/A IT Vendor Relationship Management People Process Info. Tech. N/A N/A N/A N/A IT Security & Risk Management MS ILM People Process Info. Tech. N/A N/A N/A N/A Application Development People Process Info. Tech. N/A N/A N/A N/A External Relationship Management Regulatory Relationship Management People Process Info. Tech. N/A N/A N/A N/A Investor Relationship Management People Process Info. Tech. N/A N/A N/A N/A Government & Industry Relationship Management People Process Info. Tech. N/A N/A N/A N/A Directors Relationship Management 3 DirectorConnect 4 People Process Info. Tech. N/A N/A N/A N/A Legal & Ethical Management People Process Info. Tech. N/A N/A N/A N/A Public Relations Management People Process Info. Tech. N/A N/A N/A N/A Management Reporting Content Content Actuarial OLAP 2 SLA Reports 3 3 ACT! 4 2 Sales Reports 3 SLAM 3 People Process Info. Tech. N/A N/A N/A N/A Compliance Verification System HR Forms Automation 1 4 Performance Management FACFilter People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A 3 DCS 2 Company Secretary Product/Channels Profitability 3 DirectorConnect 4 ViewPoint People Process Info. Tech. N/A N/A N/A N/A 3 Prophet 4 2 Sales Reports 3 People Process Info. Tech. N/A N/A N/A N/A Advice Provisioning People Process Info. Tech. N/A N/A N/A N/A Legend Application Lifecycle Emerging Contain Core Retire Business Fit High Business Fit Medium Business Fit Low Business Fit Technology Fit High Technical Fit Medium Technical Fit Low Technical Fit Emerging - Potentially High relevance, processes and ecosystem still developing Application - this application has identified potential to change the cost/value, efficiency/effectiveness of our services, and we are at a point where work is required to achieve that potential, proof of concept/initial deployments are Underway or completed. Financial - there is an investment cycle with a strong ROI, though possibly with benefits outside of the immediate project. Organisational - this will assist in supporting our organisational maturity goals through improving process, skills, readiness and/or capability. Design patterns are actively being developed or refined. Usage & Governance – Projects may consider using these applications where there is justification. However projects must be aware that service management organisation, tools and processes will likely be immature. Projects promoting the use of “Invest” applications must seek adoption signoff from the Head of Infrastructure and Operations together with the Head of IT Strategy and Architecture before commitment to use can be assumed. Core - High relevance; processes and ecosystem in place Application - this is a fundamental and valuable application and is the current standard. It is well understood and there is no risk in attempting to extract ongoing value from its use. Financial - costs are known and understood. There is good ROI for maintenance; either upgrading early or leap-frogging some upgrade steps. Cost models clearly identify the whole service stack and components are managed to the whole service. Organisational - all staff in the support pyramid(s) understand the key controls and SLAs around this application. There is no tinkering, instead there is a process for continuous improvement. Usage & Governance – Projects should specify the use of Core Applications where available in the knowledge they are fully supported by service management and operational capabilities. Contain - Falling relevance; ageing processes and ecosystem Application/Financial - this installation is not to be extended in use. Where possible changes will not occur to the existing environment - it is to be allowed to age towards sunset with minimal additional spend. Organisational - Operations and security levels are to be maintained, there needs to be a process to manage changes required for continued operation, and to keep skills for the duration. Lifecycle Management - A replacement strategy, if required, must be in place for all applications with this status. Usage & Governance – Projects should generally avoid use of Contain Applications as they are invariably subject to near or medium term sunset. Any circumstance which promotes extended use of Contain applications must be seek exemption from <Insert Appropriate Governance Authority> before commitment to use can be assumed. Retire - Avoidance; specialist (non-core) resources and processes required to keep in the environment Application/Financial - Spend and change must only occur as part of projects that assist in removal of this application. Organisational - All change requires formal approval from the Head of Infrastructure and Operations together with the Head of IT Strategy and Architecture, which will only occur where it contributes towards Retiring the application, or meets a mandatory requirement due before exit is complete. Lifecycle Management - Applications which cannot readily be removed will be ring-fenced. If this approach is taken, design patterns must exist for working with the application. Usage & Governance – Must avoid use of Exit Applications as they are subject to defined decommissioning strategy. Any circumstance which promotes extended use of Exit applications must seek exemption from the Head of Infrastructure and Operations together with the Head of IT Strategy and Architecture before usage approval can be given. People Process N/A N/Partner People Process N/A N/Adviser B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 31 Sourcing Marketing MAPPING CAPABILITIES TO APPLICATIONS Market & Data Analytics People Process Info. Tech. N/A N/A N/A N/A Campaign Management People Process Info. Tech. N/A N/A N/A N/A Product Launch People Process Info. Tech. N/A N/A N/A N/A External Market Communications People Process Info. Tech. N/A N/A N/A N/A Brand Management INSURECo Website People Process Info. Tech. N/A N/A N/A N/A Promotions People Process Info. Tech. N/A N/A N/A N/A Advertising People Process Info. Tech. N/A N/A N/A N/A Internal Sales Tools People Process Info. Tech. N/A N/A N/A N/A Channel Marketing People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Operations Operations Management People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Pricing People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Product Service People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A People Process Info. Tech. N/A N/A N/A N/A Client Specialist People Process Training N/A N/Strategy Support Relationship Management Client Adviser Client 2 Renewals 4 CampaignMaster 3 Data Exchange Portal 4 CampaignMaster 4 CampaignMaster 3 4 4 CampaignMaster 4 CampaignMaster The Hive 5 3 2 Adviser 3 Group 2 Group Spreadsheets 2 Spreadsheets IQM+ 2 OLAS 3 4 2 DM Sales Portal 3 4 4 Online 3 eClaims 3 2 DM Sales Portal 3 4 4 Online 4 INSA 2 4 4 Online 3 eClaims 3 2 OLAS 3 2 Claims 4 4 NAB Connect 3 AMEX BAS Billing Extract 4 Compass 4 2 ELSA VUL 1 4 NAB Connect 3 4 NAB Transact 4 2 OLAS 3 Payment Dishonors 3 Receipting 3 2 Adviser Site 4 Policy Notices 3 Group Website 4 People Process Info. Tech. N/A N/A N/A N/A 2 3 Manager 5.3 2 3 Manager 8.4 Inbound Mail Outbound Mail 2 TeamTrack 2 People Process Info. Tech. N/A N/A N/A N/A 2 3 Manager 5.3 2 3 Manager 8.4 Inbound Mail Outbound Mail 2 TeamTrack 2 2 Adviser Site 4 CUCCX 3 Group Website 4 Inbound Mail Outbound Mail 4 Voice Recording 4 2 3 Manager 5.3 CUCCX Inbound Mail 2 OLAS 3 Outbound Mail 4 Voice Recording 4 2 3 Manager 5.3 2 3 Manager 8.4 › Understanding the dependency between Capabilities and technology assets…. › …and understanding the technical health and business fit of the technology… › …creates powerful insight into the overall health of the Enterprise Architecture
  29. 29. B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 32 COMBINING THE VIEWS › Identifies Core and Differentiating Capabilities and ranks Capabilities according to their strategic importance › Identifies current and target Maturity levels and gaps › Provides a view of tactical / operational Pain Points › Enables us to understand where we are currently investing and whether our investments support the strategy › Provides insight into where and how we should be closing Capability Maturity Gaps › Provides the fact-base to inform strategic planning What does this tell us?
  30. 30. THE CAPABILITY DRIVEN B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 33 ROADMAP
  31. 31. B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 35 TRANSITION PLANNING In order to move from the Current Environment to the Target Environment, a series of initiatives must be undertaken. A Business Architecture approach to defining the Transition Roadmap will enable informed decision making, creating traceability from strategy to implementation. Developing a Capability-Driven Roadmap Motivations Business Model Capability Model Target Architecture Maturity & Gaps Work Packages Current State Architecture Transitioning ‘ A N C H O R M O D E L S ’
  32. 32. CAPABILITY INCREMENTS B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 36 Capability Maturity Uplift is often Delivered in Multiple Increments C A PA B I L I T Y C A PA B I L I T Y INC R EMENT PEOPLEDIMENSION Individual Training Collective Training Professional Development PROCESS DIMENSION Concepts Business Processes Information Management MATERIAL DIMENSION Infrastructure Information Technology Equipment
  33. 33. B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 37
  34. 34. CASE STUDY: INSURECO OUTCOMES B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 38
  35. 35. OUTCOMES: STRATEGIC BUSINESS DESIGN THE OBJECTIVE CLIENT OUTCOMES Business design for INSURECo. with clear line of sight to the strategic business objectives Outline the motivations, capabilities and work packages which will deliver alignment to the overall business current and future states. The baseline architecture provided INSURECo with a view of: › Capabilities mapped to strategic objectives › Applications linked to capability › Analysis whether capabilities are “fit for purpose” based on strategic objectives › Analysis and rating of applications with regards to business and technical fit › Areas of technology investment required to support strategic objectives › Prioritisation of capital investment based on strategic objectives › A clear Roadmap to transition to the new Business Model B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I Business Analysis Conference Europe 2014 S E A R C H I T E C T S | PAGE 39
  36. 36. B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 40 RECAP › Business Capabilities are an essential tool to help us to look at the Business agnostically, speak a common language and understand our strengths and weaknesses in relation to strategy Business Architecture Key Points › Business Architecture provides the coherence between Strategy and Implementation › Linking programmes and projects to Business Motivation (via Capabilities) provides traceability from strategy to implementation
  37. 37. TH ANK YOU… B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 41
  38. 38. B U S I N E S S A N A L Y S I S C O N F E R E N C E E U R O P E 2 0 1 4 | © E N T E R P R I S E A R C H I T E C T S | PAGE 42

×