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Managing Enterprise Architecture Planning

Enterprise Modeling for Business, Data, Applications and Technology

by Dr. Steven Spewak

Washington, DC, September 10-12, 1997
Chicago, October 7-9, 1997


Where EAP Fits

Enterprise Architecture Planning is a process for defining the top two layers of John Zachman’s Information Systems Architecture Framework. EAP results in a high-level blueprint of data, applications, and technology that will be a cost-effective long-term solution, not merely a quick-fix. EAP is complementary to Business Process Improvement and Re-Engineering, indeed one company conducted both EAP and BPI at the same time with the same team! Widespread management participation and representation provides a business perspective, credibility, and demystifies the systems planning processes. EAP is truly a business-driven approach because:

  • A stable business model is defined independent of organizational and geographical boundaries, systems, and procedures

  • Data is defined based on the business model, before applications are defined

  • The migration sequence is a balance of data evolution, mandatory, and measurable business considerations

One way in which EAP differs from a conventional systems plan, is that instead of a few mammoth systems projects, an architected plan is like a jig-saw puzzle. Lots of little pieces, each one unique (no redundancy), and each fitting (integrating) just one way with the surrounding pieces to form a complete picture. And the simple logical process for assembling a jig-saw puzzle is like the one used to determine the implementation sequence for EAP.

Automated documentation and analysis products are an absolute necessity for creating enterprise-wide architectures and plans. In this seminar, examples will be shown of the powerful capabilities that the best-of-breed PC-based products that can facilitate the EAP team.

Two factors common to all successful EAP efforts are solid management commitment and strong project leadership. Therefore, the focus of the seminar is on interpersonal skills and techniques for organizing and directing an EAP project, obtaining commitment (funding, people, and time), presenting the plan for acceptance, and leading the transition from planning to implementation. In other words, successfully handling the politics of planning business systems.

What You Will Learn at the In-Depth EAP Seminar

The emphasis of this course is on managing every aspect of the enterprise architecture planning effort from the perspective of an expert who has guided dozens of such projects in virtually every industry. The common sense approach presented is completely flexible and adaptable to different corporate cultures. Examples of architectures, procedures, checklists, and useful guidelines will be provided for each and every step as we proceed through the EAP process. Sample reports and presentation outlines are included. Dr. Spewak "wrote the book" on EAP and no other source provides such comprehensive and practical information. Issues and experiences of attendees and their firms will be discussed. Attendees will leave the seminar knowing what must be done to lead and direct a successful EAP project for their company.

  • Techniques for guiding every phase and step of EAP

  • Obtaining acceptance of the results

  • Handling the political aspects of change

  • Separating pragmatism from theory

  • Why most business and data models are useless

  • Four criteria for measuring the quality of architectures

  • Techniques for gathering business knowledge

  • Balancing scope vs. detail vs. time vs. resources

  • Adapting EAP to suit your particular situation

  • Plus, more than 1,300 pages of supplementary readings!

Who Should Attend

This in-depth training is for the architects, planners, business analysts, and others who will participate on an EAP project team and make the tough architectural decisions that will transform the IT function into one that is accessible, integrated, and responsive.

As a prerequisite, attendees should have a basic knowledge of EAP gained by reading the EAP book, attending the executive overview, or practical experience.

Seminar Outline

1. Planning Initiation

a. Defining “Enterprise”
b. Strategic visioning
c. Change readiness assessment
d. EAP methods, products, and tools
e. 10 roles and responsibilities
f. Team member qualifications
g. Creating a detailed workplan
h. Obtaining commitment

2. Principles of IT Management

a. Formulating principles
b. Good vs. Poor principles
c. The principles document
d. Ratification process
e. Amending principles

3. Business Modeling

a. Strategic business planning
b. Organization structure and locations
c. Rules and guidelines for functional decomposition
d. Zachman principle of separation
e. Function relationships
f. Presenting the business model
g. Brief exercises

4. Enterprise Survey

a. Interview schedule
b. Forms and procedures
c. Techniques for interviewing
d. The data entry bottleneck
e. Presenting the business model

5. Current Systems and Technology Architecture

a. The information resource catalog
b. Benefits of an IRC
c. Methodology to compile an IRC
d. Evaluating current systems
e. Presenting the IRC

6. The Data Architecture

a. Components of an entity
b. Identifying/defining entities
c. Entity to function relationship
d. Business implications of common identifiers and definitions
e. Presenting the data architecture

7. The Applications Architecture

a. Components of an application
b. Defining applications
c. Relating applications to functions, existing systems and data
d. Implications of cross-organizational applications
e. Presenting the applications arch

8. The Technology Architecture

a. Components of platforms
b. Technology platform decisions
c. Relating platforms to applications
d. Data/systems distribution
e. System migration decisions
f. Presenting the technology arch

9. Implementation/Migration Plan

a. Assumption & parameters
b. Natural data-driven sequence
c. Business priorities
d. Effort/resource estimation
e. The migration schedule
f. Cost/benefit analysis
g. Business implications
h. Recommendations and CSF’s

10. Planning Conclusion

a. Preparing the final report
b. The final presentation

11. The Transition to Implementation

a. Transition steps
b. Development methodologies
c. Acquisition of technologies
d. Refining the architectures
e. Standards and procedures
f. Maintaining the architectures

12. Successful EAP

a. Many obstacles to overcome
b. 10 Criteria for success

13. Wrap-up

a. Hundreds of references
b. Review of EAP success factors

Special Offer for Seminar Attendees

Digital Consulting, Inc. is pleased to offer Dr. Spewak’s textbook Enterprise Architecture Planning at a discounted price for seminar attendees. In addition, the massive book of supplementary readings, a veritable library of EAP related materials, is provided free to each attendee. Dr. Spewak is available these three days to privately discuss your individual situation.

About Your Instructor

Dr. Steven Spewak is President of Enterprise Architects, Inc. a Princeton, NJ firm providing services in EAP, data warehouse, IS restructuring, and business re-engineering for corporations and government agencies. His experience spans more than twenty-five years as a roll-up-the-sleeves hands-on consultant for enterprise architecture planning, information engineering, and data administration. He is the author of the acclaimed textbook Enterprise Architecture Planning published by John Wiley & Sons (more than 15,000 in print), and was the chief technical editor for the Data Resource Management journal and Data Base Management information service published by Auerbach.

Meeting Site and Hotel Information

Washington, DC, September 10-12, 1997
Washington Renaissance
(202)898-9000

Chicago, October 7-9, 1997
The Wyndham Hotel
(630)773-4000

Register Now!

Managing Enterprise Architecture Planning

$1195

Attend this seminar and the one-day management overview: Enterprise Architecture Planning--An Executive Briefing and SAVE $200!

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Call (508) 470-3870 today for more information and ask for the training project manager to keep your company ahead of your competitors.

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