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WHITE PAPERS AND ARTICLES
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Contents
Interviews and Video Clips
-
A Ken North
Interview of Clive Finkelstein discussing the History and Evolution of
Information Engineering is available at
http://www.sqlsummit.com/CFinkelstein.htm. This interview can be viewed
online with video, or in audio only if preferred for dial-up connections.
Published on IES Web Site, March 2004.
-
Video Clips of John
Zachman discussing aspects of the Zachman
Framework for Enterprise Architecture are available for online viewing
from the Intervista Institute
web site at http://www.intervista-institute.com/. Visit this web site also for Course
Outlines and the latest Schedule of John Zachman's North American seminars.
Published on IES Web Site, March 2004.
-
Video Clips of Stan
Locke discussing
Enterprise Architecture are available for online
viewing from the Intervista
Institute web site at http://www.intervista-institute.com/. Visit this web site also for Course
Outlines and the latest Schedule of Stan Locke's North American seminars.
Published on IES Web Site, March 2004.
-
Video Clips of Stan
Locke discussing Clive Finkelstein's
approach for Rapid Enterprise Architecture Delivery in 3-month
increments are available for online viewing from the
Intervista Institute web
site at http://www.intervista-institute.com/. Visit this web site also for Course
Outlines and the latest Schedule of Clive Finkelstein's North American
seminars. Published on IES Web Site, March 2004.
Back to Contents.
Project
Descriptions
Regional Bank
- Commercial This project describes the
development of a Strategic Information Systems Plan (SISP) in 3 weeks. Using Enterprise Architecture methods and a modelling
tool from Visible, Kwangju Bank accomplished in a month
a task that usually takes at least 6 months: building a top-down strategic information
plan that aligns all systems with business goals. Accessible from this link is a News
Article that describes the project, as well as the complete SISP
Report -- which can be
read online or downloaded as PDF files for offline use. The
original SISP Report and News Article are
available online.
Updated versions of these documents are also available in PDF.
These highlight how the SISP is, in fact, an Enterprise Architecture
Portfolio Plan (EAPP) Report for rapid delivery of priority
business activities and processes in 3-month increments.
Industry
Development - Government
This
Federal Government Authority is responsible for development of
manufacturing industries within its country. This project involved
the definition of Enterprise Architecture and an Enterprise
Information Architecture (EA/EIA). It defined a Strategic Model and
Enterprise Architecture Portfolio Plan (EAPP) Report
over a 3 week period.
It addressed the development of a Data Warehouse, followed by an
Enterprise Portal. This involved business managers and IT staff
working together. They defined the Strategic Model for building
Enterprise Architecture from the Articles of Law that legislated the
establishment of the Authority.
Back to Contents.
Zachman Framework
for Enterprise Architecture
-
"An
Introduction to Enterprise Architecture"
This is a PDF White Paper that introduces the concepts of
Enterprise Architecture from basic principles for business
managers and IT. It discusses typical problems experienced by
organizations of business silos with redundant data and
redundant processes needed to keep the date up-to-date. IT
discusses the need to understand the data, processes, locations,
people, time and business plans from the different perspectives
of the Planner, Owner, Designer, Builder and Sub Contractor in
the business. By Clive Finkelstein. Published on IES Web Site,
January 2007 (377KB).
-
"Strategic Modeling for Rapid Delivery of Enterprise
Architecture in 3-month increments"
This PDF White Paper describes how a
high-level data model, called a strategic model, is defined by
business managers in a facilitated modeling session based on
their business plans. It describes how reusable business
activities and business processes can be identified from a
strategic model, representing priority systems for rapid
implementation. It also discusses the methods that are used to
derive project plans from the strategic model for rapid
delivery of these priority systems into production as
sub-projects in 3-month increments. By
Clive Finkelstein. Published on
IES Web Site,
January 2007 (746KB).
-
Natty Method for monitoring and encouraging systems
compliance with enterprise architecture
This s a
simple yet powerful method that has been developed and used
successfully by Natty Gur. It serves two causes. First it
enables an enterprise to view ‘visually’ the current state of
systems compliance with enterprise architecture. Secondly, the
suggested method encourages project managers and programmers to
comply with and adapt to the enterprise architecture.
By Natty Gur
Published on IES Web Site,
September 2005.
-
"The
Zachman Enterprise Architecture" by Stan Locke,
Managing Director, Metadata Systems Software Inc. Published on
IES Web Site,
March 2004.
This paper
introduces the concepts of the Zachman Framework for Enterprise
Architecture as defined by John Zachman. It provides an overview
of Enterprise Architecture and describes its use in managing
enterprise complexity and managing the rate of change.
Download as a PDF file:
ZEA-Locke.pdf (144K bytes).
- "Enterprise
Information Architecture" by Alan Perkins, Vice President, Consulting
Services, Visible Systems Corp. Published on IES Web Site, October 1997.
The only way an organization can manage strategic
information, implement interoperable systems, and establish true data sharing is by using
an Enterprise Information Architecture. This paper describes the characteristics of such
an architecture and our approach for developing and implementing applications that are
easy to maintain and provide operational data and strategic information that are accurate,
valid, and timely.
Download as a ZIP file:
architecture.zip
(44,818 bytes), expanding to a Word 6.0 document: Architecture.doc.
Visible Systems' relationship with John Zachman goes back
to the early 70`s when John and Clive Finkelstein, our Chief Scientist, were with IBM.
Clive's belief that data models should be "business event driven" and
"model based" paralleled John's belief in the need for a business-driven
Enterprise Architecture which would provide an organization with an organization-scale
blueprint -- or architecture --for their information infrastructure. This paper describes
how Visible tools, training and services help "populate" the Zachman Framework
for Enterprise Architecture.
Download as a ZIP file:
zachman.zip
(17,934
bytes), expanding to a Word 6.0 document: Zachman.doc.
Describes the basic concepts of the Zachman Framework for
Enterprise Architecture and Information Systems Architecture, discussing the six columns
of the Framework.
Download as a ZIP file:
zach3.zip (53,475 bytes),
which expands to a Word 6.0 document: Zach3.doc.
Describes the Zachman Framework for Enterprise Architecture
and Information Systems Architecture, addressing some of the problems of legacy systems.
Download as a ZIP file:
zach1.zip (30,663 bytes),
expanding to a Word 6.0 document: Zach1.doc.
Management introduction to the Zachman Framework for
Enterprise Architecture, by examining the impact of change on enterprises.
Download as a ZIP file:
zach2.zip
(16,198
bytes), expanding to a Word 6.0 document: Zach2.doc.
Back to Contents.
Internet and Intranets
This paper is written for CEOs and CIOs. In the years ahead
we will witness a massive transformation of business. As with a giant earthquake, it will
bring with it the most dramatic and rapid business changes we have ever experienced. The
corporate landscape will change in ways never before thought possible. The paper
emphasizes the critical need for action now, to ensure survival and eventual prosperity in
the connected world of the Internet and Intranets.
Download as a ZIP file
ceo.zip (13,847 bytes),
expanding to a Word 6.0 document: CEO.doc .
The Internet and corporate Intranets present opportunities
to re-engineer business processes for direct access between customers and suppliers.
Re-engineering for this environment requires close integration of business plans, business
processes and business information, to ensure that systems are built that are closely
aligned with strategic directions. A new generation of I-CASE tools is also emerging that
can automatically analyse data models to identify cross-functional processes. These
present re-engineering opportunities that benefit from the emerging open architecture
environment of the Internet and Intranets.
Download as a ZIP file
bri.zip (81,751 bytes),
expanding to a Word 6.0 document: BRI.doc.
This paper discusses the Internet and Intranets, the new
opportunities they present, and the impact that they will have on the role of Data
Administrator - as DAs help their organizations prepare for an environment of direct
access to customers, suppliers and business partners.
Download as a ZIP file
da.zip (17,643 bytes),
expanding to a Word 6.0 document: DA.doc.
This paper discusses corporate Intranets and the Internet,
and shows how organisations can use the methodologies of Information Engineeing to gain
competitive benefit from these new delivery channels.
Download as a ZIP file
ienet.zip (19,959 bytes),
expanding to a Word 6.0 document: IENet.doc.
Back to Contents.
Extensible Markup Language (XML)
- "XML
- The Future of Metadata" by Clive Finkelstein, Published on
IES Web Site,
September 1999.
This
paper is based on an extract from
Chapters 1 and
11 of
the
book: “Building
Corporate Portals with XML”, by Clive Finkelstein and
Peter Aiken, published by McGraw-Hill in September 1999. The
paper addresses one of the most significant developments of the
Computer industry for the future. It shows how Metadata and Data
Administration will shortly move into the mainstream and become
one of the most important aspects of the WWW, and of systems
development in general. The paper introduces the Extensible
Markup Language (XML) – the successor to HTML for the
Internet, for corporate Intranets and for Extranets.
XML
incorporates Metadata in any document, to define the content and
structure of that document and any associated (or linked)
resources. XML has the potential to transform integration of
structured data (such as in relational databases or legacy
files) with unstructured data (such as in text documents,
reports, email, graphics, images, audio and video files) for
innovative application integration opportunities.
The
paper describes the content and structure of Document Type
Definition (DTD) files for XML. It defines the format and syntax
of XML Element, Attribute and Entity definition statements, to
define XML metadata tags for structured and unstructured
data.
- "XML
and Corporate Portals" by Clive Finkelstein, Published on
IES Web Site,
August 1999.
This paper is an
extract from Chapters 1 and 15 of "Building
Corporate Portals with XML" by Clive Finkelstein
and Peter Aiken, published by McGraw-Hill in Sep 1999.
It discusses metadata and the emergence of XML to integrate
structured data in relational databases with legacy files and
systems. It integrates this structured data also with
unstructured data in text documents, reports, email, graphics,
images, audio and video files. It discusses the evolution of
Data Warehouses to Corporate Portals, also called Enterprise
Portals (EPs) and Enterprise Information Portals (EIPs). EIPs
were identified by Merrill Lynch in Nov 1998 as: "Enterprise Information
Portals are applications that enable companies to unlock
internally and externally stored information, and provide users
a single gateway to personalized information needed to make
informed business decisions."
- "The Role of XML
in Business Re-Engineering" by
Clive Finkelstein, Managing
Director, IES. Published on IES Web Site March 1999.
The Internet and corporate Intranets
present opportunities to re-engineer business processes for direct access between
customers and suppliers. Re-engineering for this environment requires close integration of
business plans, business processes and business information, to ensure that systems are
built that are closely aligned with strategic directions. A new generation of I-CASE tools
is also emerging that can automatically analyse data models to identify cross-functional
processes. These present re-engineering opportunities that benefit from the open
architecture environment of the Internet and Intranets. The emergence of the Extensible
Markup Language (XML) as a recommendation by the World Wide Web Consortium (W3C) provides
a technology that offers significant opportunities for business re-engineering.
Note: This is an update of
an earlier paper: "Business Re-Engineering and the Internet:
Transforming Business for a Connected World" which discussed conceptually
what can be achieved with the Internet. This paper provides the technology foundation to
achieve the full potential of re-engineering using XML for the Internet and Intranets.
Download as a ZIP file
bri-xml.zip (1,031,750
bytes), expanding to a Word 97 document: bri-xml.doc.
Back to Contents.
Corporate
Portals and Enterprise Portals
- "XML
and Corporate Portals" by Clive Finkelstein and
Peter Aiken, Published on IES Web Site,
August 1999.
This paper is an
extract from Chapters 1 and 15 of "Building
Corporate Portals with XML" by Clive Finkelstein
and Peter Aiken, published by McGraw-Hill in Sep 1999.
It discusses metadata and the emergence of XML to integrate
structured data in relational databases with legacy files and
systems. It integrates this structured data also with
unstructured data in text documents, reports, email, graphics,
images, audio and video files. It discusses the evolution of
Data Warehouses to Corporate Portals, also called Enterprise
Portals (EPs) and Enterprise Information Portals (EIPs). EIPs
were identified by Merrill Lynch in Nov 1998 as: "Enterprise Information
Portals are applications that enable companies to unlock
internally and externally stored information, and provide users
a single gateway to personalized information needed to make
informed business decisions."
Back to Contents.
Data Warehousing
- "Database Solutions White Paper"
by Michael Burwen, Palo Alto Management Group. Published on
IES Web Site,
November, 1998.
Discusses a recent study carried out by Palo Alto Management Group which addresses
"Market,
Competitive and User Trends and Issues for Data Warehousing, Decision Support,
Business Intelligence and Knowledge Management". The study focused on three
areas: 1) an in-depth market forecast through 2002; 2) competitive analysis focused on
companies with 10% or greater market share; 3) an in-depth web based user survey on future
plans and budgets, procurement, implementation, and technology issues and perceptions of
vendors. Available in Abobe Acrobat PDF format for reading online.
Download as an Adobe Acrobat PDF file:
pamg.pdf (278,341 bytes).
The business-driven, data-centric Enterprise Engineering
methodology pioneered by Visible provides an effective, productive, common sense approach
to developing strategic data (information) warehouses. An "Information
Warehouse" is a collection of computer-based information that is critical to
successful execution of enterprise initiatives. This paper describes the characteristics
and benefits of an information warehouse and our approach for designing, developing, and
implementing a true strategic information warehouse.
Download as a ZIP file:
iw.zip (50,932 bytes),
expanding to a Word 6.0 document: IW.doc.
Describes the concepts, benefits, components, structure and
the development of a successful Data Warehouse.
Download as a ZIP file:
dw.zip (16,640 bytes),
expanding to a Word 6.0 document: DW.doc.
Back to Contents.
Business Process Reengineering
(BPR)
- "Software Process
Improvement" by Alan Perkins, Vice President, Consulting Services, Visible
Systems Corp. Published on IES Web Site September 1997.
Visible helps its clients become world-class software
developers. With our assistance, clients improve processes and procedures until they are
able to consistently develop quality information systems that exactly meet their
customers' information needs. This paper describes our approach and tools.
Download as a ZIP file
sw-pi.zip (37,526 bytes),
expanding to a Word 6.0 document: CEO.doc.
The Internet and corporate Intranets present opportunities
to re-engineer business processes for direct access between customers and suppliers.
Re-engineering for this environment requires close integration of business plans, business
processes and business information, to ensure that systems are built that are closely
aligned with strategic directions. A new generation of I-CASE tools is also emerging that
can automatically analyse data models to identify cross-functional processes. These
present re-engineering opportunities that benefit from the emerging open architecture
environment of the Internet and Intranets.
Note: See also an update of this paper,
"The Role of XML in Business Re-Engineering"
which discusses the technology foundation to achieve the full potential of re-engineering
using XML for the Internet and Intranets.
Download as a ZIP file
bri.zip (81,751 bytes),
expanding to a Word 6.0 document: BRI.doc.
Details the activities needed to achieve success in
Business Process Reengineering. Key BPR methods are described; and the common causes of
BPR failure are also highlighted.
Download as a ZIP file:
bpr.zip (30,379 bytes),
expanding to a Word 6.0 document: BPR.doc.
Business Re-Engineering (BRE) achieves success with
Business Process Reengineering (BPR) when Business Plans, Business Processes and Business
Information address needs of the future, and are mutually supportive.
Download as a ZIP file:
bre.zip
(69,577
bytes), expanding to a Word 6.0 document: BRE.doc.
Back to Contents.
Methodologies
- "Year 2000 -- The Real
Problem" by Alan Perkins, Vice President, Consulting Services,
Visible Systems Corp. Published on IES Web Site, October, 1997.
Solving the two-position date problem in your old systems
does not solve the real Year 2000 problem. This paper describes the true solution: your
twenty-first century systems need to meet your future information needs. They should be
developed using state-of-the-art technologies and languages. They should be designed to
allow rapid response to changing requirements. Your in-house development staff should be
appropriately skilled and your processes and infrastructure should allow for quality rapid
application development.
Download as a ZIP file:
y2k.zip
(18,545
bytes), expanding to a Word 6.0 document: Y2K.doc.
This paper describes Enterprise Engineering, the Enterprise
Engineering life cycle, and the Visible Enterprise Engineering "tool set."
Enterprise Engineering, as it is defined by Visible, involves all the activities that
organizations ("enterprises") perform to improve productivity, gain and maintain
competitive advantage, optimize resources, deliver quality products and services, and meet
customer expectations and demand.
Download as a ZIP file:
eemt.zip
(23,202
bytes), expanding to a Word 6.0 document: EEMT.doc.
In this interview, Visible's Alan Perkins, Vice President
of Consulting Services, discusses the important issue of determining whether off-the-shelf
software will truly meet a company's business needs.
Download as a ZIP file:
cots.zip
(18,272
bytes), expanding to a Word 6.0 document: COTS.doc.
- "Change Management"
by Alan Perkins, Vice President, Consulting Services, Visible Systems Corp. Published
on IES Web Site, October, 1997.
This paper describes the need for change management,
effective change management practices, an infrastructure that facilitates change, and the
role of the Chief Executive Officer in using the infrastructure to manage change.
Download as a ZIP file:
change.zip
(17,779
bytes), expanding to a Word 6.0 document: Change.doc.
Visible's Enterprise Engineering Methodology helps
organizations consistently improve software development processes and achieve everhigher
levels of the Software Engineering Institute's Capability Maturity Model (CMM). The CMM is
the most widely used benchmark for software process improvement. This paper briefly
describes the levels of the CMM and explains how Visible tools and techniques help
organizations achieve each level.
Download as a ZIP file:
cmm.zip
(15,807
bytes), expanding to a Word 6.0 document: CMM.doc.
This paper discusses corporate Intranets and the Internet,
and shows how organisations can use the methodologies of Information Engineeing to gain
competitive benefit from these new delivery channels.
Download as a ZIP file:
ienet.zip (19,959 bytes),
expanding to a Word 6.0 document: IENet.doc.
Visible helps federal enterprises meet the strategic
planning and performance measurement requirements of the Government Performance and
Results Act (GPRA), today! This paper briefly describes the purpose and requirements of
the Results Act, and explains how Visible helps implement and integrate management
information systems that meet GPRA requirements.
Download as a ZIP file:
gpra.zip (25,263 bytes),
expanding to a Word 6.0 document: GPRA.doc.
Object-oriented analysis, design, and system development
techniques have become increasingly popular as a means of meeting the requirement for
better methods and tools to support complex systems. Information Engineering is a popular
methodology for bridging the gap between business requirements and systems. These two sets
of methodologies have similarities and complementary features that will are examined in
detail in this paper.
Download as a ZIP file:
oo-ie.zip (32,524 bytes),
which expands to a Word 6.0 document: OO-IE.doc.
- "Visible
Universal Model" by Alec Smyth and Warren Hayford, Senior Consultants,
Visible Systems Corporation. Published on IES Web Site, October 1997.
Visible's Universal Model saves time and money building
corporate data architectures and data warehouses. This paper outlines the features and
uses of the Universal Model.
Download as a ZIP file:
univmod.zip (17,280
bytes), which expands to a Word 6.0 document: UNIVMOD.doc.
All businesses perform a set of common business functions.
The data needed by these functions are grouped into subject areas (business objects) in a
Universal Data Model. An organization need only add the data that differentiates them from
their competitors before systems development can begin.
Download as a ZIP file:
paradigm.zip (4,980
bytes), which expands to a Word 6.0 document: paradigm.doc.
Back to Contents.
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