Methodologies and Technologies for Rapid Enterprise Architecture Delivery

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THE ENTERPRISE NEWSLETTER

TEN#41: ROI of Enterprise Architecture and Technology Courses

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CONTENTS


Introduction

June 2, 2008: In the last issue of TEN, TEN40, I discussed the various Enterprise Architecture (EA) courses whose copyright is being offered for sale. Thanks to all for your interest.

This issue expands on the courses introduced in TEN40. It discusses the Course Groups that are available, and the Return on Investment (ROI) of Enterprise Architecture (EA) and Technology courses developed by Clive Finkelstein of Information Engineering Services Pty Ltd (IES).

The financial details of these courses are provided in the Course ROI document, which can be made available to Education and Consulting companies, and to Software companies, can be downloaded from Course ROI document.

 If you do not want to receive future TEN mailings, please send an email to unsubscribe@ies.aust.com with “Remove” and your email address in the Subject line.

Clive Finkelstein
Publisher, The Enterprise Newsletter (TEN)

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ROI of Enterprise Architecture Courses

This issue expands on the courses introduced in TEN40. It discusses the Return on Investment (ROI) of Enterprise Architecture (EA) and Technology courses developed by Clive Finkelstein of Information Engineering Services Pty Ltd (IES).

1. The Courses:

Links to download the course descriptions in PDF are provided below for the following courses:

EA Courses:

1.       Introduction to Enterprise Architecture for Managers and IT  
    - Day 1 of EA Courses 2 - 3 below (1 day)

2.       Rapid Delivery Workshop for Enterprise Architecture Maturity (2 days)

3.       Rapid Delivery Workshop for Enterprise Architecture Maturity (3 days)

Technology Courses:

1. Rapid Delivery SOA Technologies for Enterprise Architecture (1 day)
2. Enterprise Integration Technologies (2 days)
3. Enterprise and  e-Government Portals (3 days)

Webcast Courses:

Webcast courses based on the above courses have been developed for self-study training of clients via the Internet or corporate Intranets. They also help to promote the inhouse courses.

All of the above courses will enable Education and Consulting Services companies (and also Software companies) to offer public and inhouse education courses and consulting services based on these course materials to their relevant markets.

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2. Course Groups

The above courses enable groups of courses to be tailored – comprising seminars and skills-transfer workshops – typically based on 5 days of inhouse course presentation as follows:

Rapid Delivery EA Course Group:

This course group provides introductory training for business and IT staff in Enterprise Architecture concepts and principles plus skills-transfer training in hands-on workshop teams of 4 – 5 students, who work together on EA problems and exercises with sample solutions.

The Rapid Delivery EA Course Group comprises EA Course 1 (see above) – “Introduction to Enterprise Architecture for Managers and IT ” (1 day) and EA Course 3 – “Rapid Delivery Workshop for Enterprise Architecture Maturity” (3 days) above, plus Technology Course 1 – “Rapid Delivery SOA Technologies for Enterprise Architecture” (1 day). For typical class sizes of 21-30 this course group can be presented in 4 days. With larger class sizes of 81-90 the course is presented in 5 days because of the larger number of workshop teams for the instructor to supervise.

Data Modeling Course Group:

This course group provides introductory data modeling training for business and IT staff in “Business-Driven Data Modeling Concepts” and “Business Normalization Concepts”. It includes the “Data Modeling Case Study Workshop”.

The Business-Driven Data Modeling Concepts and Business Normalization Concepts components of the Data Modeling Course Group can be presented in 3 days. Each student personally completes the workshop in their own time after the inhouse training.  Successful later personal completion of this workshop qualifies each student as a Certified Business Data Modeler (CBDM). This course group is also sold online by IES through its Online Store at http://shop.ies.aust.com/ as the CBDM Self-Study Course.

The Data Modeling Case Study Workshop can alternatively be conducted in a classroom workshop environment with students working in teams of 4 – 5 students each, over 2 – 3 days. Assessment for CBDM qualification is then made by the instructor based on personal performance in the workshop teams.

Technology Course Group:

This course group provides training for business and IT staff in the concepts and principles of rapid delivery technologies for Enterprise Architecture.

The Technology Course Group uses Technology Course 2 – “Enterprise Integration Technologies” (2 days) and Technology Course 3 – “Enterprise and  e-Government Portals” (3 days)  from above. This course group can be presented as two seminars over 5 days for larger class sizes of several hundred.

Webcast Course Group:

This course group provides self-study training for business and IT staff in the concepts and principles for rapid delivery of Enterprise Architecture and rapid delivery technologies.

An overview of some of the Webcast Course Group has been created by Clive Finkelstein using Visual Communicator from Adobe. This can be viewed online at http://www.ies.aust.com/ies-courses/courses_index.htm#Video_Courses. These webcast courses can be re-recorded by professional TV presenters in TV Newsroom quality using Visual Communicator. This helps to promote and sell inhouse courses and EA projects.

EA Project Course Group:

This course group provides project team training for business and IT staff in Enterprise Architecture rapid project implementation. It requires prerequisite attendance and completion of the Rapid Delivery EA Course Group and the Technology Course Group. It provides training in Project Management of rapid delivery EA projects plus skills-transfer training in hands-on workshop teams of 4 – 5 students: with each team working on priority parts of the client’s own EA project.

This inhouse EA Project Course Group is used to fast-start the training of a client’s EA project team for project implementation. It leads to and is used in conjunction with EA Consulting services.

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3. Course Materials

The course materials for the above courses and course groups are available in Microsoft PowerPoint. Documentation of these courses for instructors is provided as detailed Instructor Notes in PowerPoint. Course Handouts for students can be printed as Handouts, with two visuals per page in PDF or as Instructor Notes in PDF.

The Reference Text for these courses is the book: “Enterprise Architecture for Integration: Rapid Delivery Methods and Technologies”, Clive Finkelstein, Artech House, Norwood MA (March 2006). The book is reviewed at www.ies.aust.com/ten/ten32.htm. This book is available for purchase for each course group above and can be ordered in bulk directly from the Publisher’s web site of www.artechhouse.com at bulk purchase discounts of up to 30%.

The quality of the course materials can be seen from the presentation by Clive Finkelstein: “Modelling Tool Support for Rapid Delivery of Enterprise Architecture” presented in London at the Enterprise Architecture Conference Europe 2008. This can be downloaded from: www.ies.aust.com/downloads/eac/download-pdfs.htm

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4. Revenue Opportunity

Each course group is sold for inhouse presentation based on class attendance numbers, generating daily and weekly revenue. This revenue is summarized in Table 1 of the Course ROI. This document, with its included financial details, can be downloaded by interested Educational and Consulting companies from Course ROI document

A typical inhouse class size is 21-30 students. For very experienced EA instructors, larger class sizes of 81-90 students are feasible. Such courses are very cost-effective for clients, significantly below public course rates in terms of per-student cost.

An added benefit for clients is that inhouse courses can be tailored to the client’s unique requirements – an option that is not feasible for public courses. Such inhouse courses also generate on-going project consulting revenue, from consultants who are assigned to advise trained clients in the implementation of their EA projects through Quality Assurance Consulting services. Furthermore, public courses and inhouse courses help to sell consulting, while consulting and public courses are complementary and help to sell inhouse courses.

  • For larger education and consulting companies, total revenue generation potential is directly proportional to the number of sales people and instructors who can be assigned to sell and present these courses.

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5. Market Potential

The Enterprise Architecture market is rapidly growing in most countries throughout the world, based on a common need by Government, Commercial and Defense organizations to achieve Enterprise Integration. EA has been promoted world-wide through the public and inhouse courses presented by people such as John Zachman, Stan Locke, Clive Finkelstein and many others.

Geographic markets such as the USA, Canada, Australia and UK are well-advanced, through US Federal Government initiatives such as FEAF (the Federal Enterprise Architecture Framework), Dept of Defense initiatives such as DoDAF and MoDAF (the Dept of Defense Architecture Framework in USA and the Ministry of Defence Architecture Framework in UK) and TOGAF (the Open Group Architecture Framework). The courses are directly applicable and can be used with each of these EA approaches.  

Many software vendors also support and grow the EA market with their EA-focused Modeling Tools, such as IBM System Architect (previously called Popkin System Architect), Sparx Systems’ Enterprise Architect from Australia and Visible Advantage and Visible Analyst from Visible Systems Corporation in the USA.

As discussed above, inhouse courses also generate on-going project consulting revenue, based on consultants who are assigned to advise inhouse-trained clients in the implementation of their EA projects through Quality Assurance Consulting services. Furthermore, public courses and inhouse courses help to sell consulting, while consulting and public courses help to sell further inhouse courses. 

The market potential in each geographic market for the EA courses discussed in this issue is best assessed by the various EA Education and Consulting Services companies that operate in those geographic markets.

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6. Purchase Options

Two purchase options are available:  

6.1 Option 1: Franchising

  • This is a lower-cost option that enables the purchase of Exclusive Franchise Rights to present and support EA courses in specific Geographic Markets.
  • It involves a one-time Franchise Fee for these rights plus training of instructors, consultants and sales staff.
  • Start-up Teach the Teacher (TTT) training courses for instructors, consultants and sales staff are presented on the Franchisee’s premises personally by Clive Finkelstein.
  • This option includes an On-Going License Fee based on a royalty percentage of gross education and consulting revenue generated from the courses.
  • The purchase of Exclusive Franchise Rights also includes the right to promote and present public courses based on the franchised course materials. Such public courses provide a subtle marketing opportunity to sell prospective clients on the benefits of the EA and Technology courses for inhouse presentation and consulting support.
  • This sales strategy has been successfully used by IES for many years, where prospects effectively pay for a limited number of their people to attend these courses at public course rates, so they can evaluate the courses for potential future inhouse presentation and tailoring.
  • Public courses provide additional revenue and profit potential and represent a sales strategy of “prospect-paid marketing”.

6.2 Option 2: Copyright Purchase

  • This is a higher-cost option than Franchising as it involves outright purchase of the Copyright in the courses and the world-wide rights to the courses for presentation and includes the course descriptions used to promote the education courses and consulting services.
  • It includes the right for such Copyright Purchasing Companies to promote themselves as the “successor” to Clive Finkelstein and Information Engineering Services Pty Ltd (IES) as the owner of these EA and Technology courses and consulting services.
  • It involves a one-time Purchase of the Copyright in the course materials plus training of instructors, consultants and sales staff.
  • Start-up Teach the Teacher (TTT) training courses for instructors, consultants and sales staff are presented on the Copyright Purchaser’s premises personally by Clive Finkelstein.
  • This option does not involve any ongoing license fees based on a royalty percentage of gross education and consulting revenue generated from the courses.
  • The purchase of the Copyright also includes the right to promote and present public courses based on the copyrighted course materials. Such public courses provide a subtle marketing opportunity to sell prospective clients on the benefits of the EA and Technology courses for inhouse presentation and consulting support.
  • This sales strategy has been successfully used by IES for many years, where prospects effectively pay for a limited number of their people to attend these courses at public course rates, so they can evaluate the courses for potential future inhouse presentation and tailoring.
  • Public courses provide additional revenue and profit potential and represent a sales strategy of “prospect-paid marketing”.
  • This option presents an opportunity for the Copyright Purchaser to establish its own Franchising capability as described above, for training and support of Franchisees or instead to train and support business partners and “value-added resellers”. This would be an additional profit centre.

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7. ROI of Purchase Options

Separate course groups can be selected for franchising or copyright purchase from the course groups described earlier. The above options have a Return on Investment for each course group which provides early break-even as discussed next.

7.1 Option 1: Franchising ROI Break-Even

  • The one-time Exclusive Franchise Rights in Option 1 for each course group has a ROI break-even of 37.5 days inhouse course revenue: based on the revenue rates for typical inhouse class sizes of 21-30 students, as quoted in Table 1 of the Course ROI document.
  • The On-Going License Fee for each course group is based on a minimum royalty (see Course ROI document) of gross education and consulting revenue generated from the courses.
  • Charges for each course group of the TTT training of instructors and sales staff is charged by IES to the Franchisee at the same rates as quoted in Table 1 of the Course ROI document, based on the number of staff to be trained, together with the international airfare from Perth, Western Australia to the Franchisee’s premises plus airport taxis, hotel accommodation and meals.
  • Where multiple companies are competing for the Exclusive Franchise Rights for each course group in a specific geographic market, these rights will be secured by the company that tenders the highest royalty for the On-Going License Fee based on their projected annual gross course and consulting revenue.
  • Tenders must be submitted using the Tender Offer Form, also available for access from the Course ROI document.

7.2 Option 2: Copyright Purchase ROI Break-Even

  • As Option 2 would also enable the successful Copyright Purchaser to generate its own Franchising Revenue as a profit centre for each course group as described in Option 1, the successful Copyright Purchaser will need to tender for a multiple of the one-time Exclusive Franchise Rights in Option 1 for each course group.
  • This Copyright Purchase will therefore have a ROI break-even that will be a similar multiple of 37.5 days inhouse course revenue for each course group based on the revenue rates for typical inhouse class sizes of 21-30 students, as quoted in Table 1 of the Course ROI document.
  • Charges for each course group of the TTT training of instructors, consultants and sales staff is charged by IES to the Copyright Purchaser at the same rates as quoted in Table 1, based on the number of staff to be trained, together with the international airfare from Perth, Western Australia to the Copyright Purchaser’s premises plus airport taxis, hotel accommodation and meals.
  • This Copyright Purchase ROI break-even will be further improved based on the amount of Franchise Revenue that the successful Copyright Purchaser can additionally generate itself from world-wide Franchise Fees in its Franchising Profit Centre.
  • Where multiple companies are competing for the Copyright Purchase of each course group in a specific geographic market, these rights will be secured by the company that tenders the highest amount for purchase of the copyright in the courses.
  • Tenders must be submitted using the Tender Offer Form, also available for access from the Course ROI document.

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8. Ongoing Course Maintenance

Ongoing Course Maintenance of the above courses and course groups can be provided personally by Clive Finkelstein for the successful Copyright Purchaser. This reflects changes in the courses due to methodology and technology advancements, such as incorporated by Clive Finkelstein in the Second Edition of his book: “Enterprise Architecture for Integration: Rapid Delivery Methods and Technologies”, Clive Finkelstein, Artech House, Norwood MA (March 2006). This is anticipated to be published in 2010.

If required, this maintenance can also include the preparation of additional webcast courses, using Visual Communicator for the creation of visuals and Teleprompter text to be used for recording by professional TV presenters. These courses can be published to the Internet for online self-study sales and also for promotion of inhouse courses and EA consulting projects. Ongoing Course Maintenance by Clive Finkelstein is secured by payment of a monthly retainer fee to IES.

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9. Clive Finkelstein

Clive Finkelstein is acknowledged worldwide as the "Father" of Information Engineering, and is the Managing Director of Information Engineering Services Pty Ltd in Australia. He has over 46 years' experience in the Computer Industry. He has been a Fellow of the Australian Computer Society since 1972 and was inducted into the 2008 Pearcey Hall of Fame in Australia. He has published many books and papers, and contributed Chapters and Forewords to books published by McGraw-Hill and Springer-Verlag. Clive has authored the following books:

  • “Information Engineering”, James Martin and Clive Finkelstein, Savant Institute, Carnforth: Lancs UK (1981). This was the book that started the Information Engineering Revolution in the 1980’s.
  • "An Introduction to Information Engineering", Clive Finkelstein, Addison-Wesley, Sydney: Australia (1989). This book covers the history and evolution of Information Engineering.
  • "Information Engineering: Strategic Systems Development", Clive Finkelstein, Addison-Wesley, Sydney: Australia (1992). This is the “how-to” book on using Information Engineering.
  • "Building Corporate Portals with XML", Clive Finkelstein and Peter Aiken, McGraw-Hill New York: NY (2000). This book covers methodologies and technologies for Enterprise Portals.
  • “Enterprise Architecture for Integration: Rapid Delivery Methods and Technologies”, Clive Finkelstein, Artech House, Norwood MA (March 2006. This book is the Reference text for the courses and course groups in this issue.

Clive Finkelstein is an internationally renowned consultant and instructor, and has completed projects for Defense, Government and Commercial organizations throughout the world and in most industries. The emphasis of these projects has been to bridge from strategic business plans to information systems, so aligning systems closely with corporate goals. Many projects have involved the Zachman Framework for Enterprise Architecture, using the latest methods and technologies for rapid delivery of priority processes into production. These methods use Enterprise Engineering for rapid definition of Enterprise Architecture. His technology focus addresses Enterprise Integration technologies using XML, Enterprise Application Integration (EAI), Enterprise Portals, Web Services and Service-Oriented Architecture (SOA) for Business Process Management (BPM) using XML-based BPM languages such as Business Process Execution Language (BPEL), Business Process Modeling Language (BPML) and Business Process Specification Schema (BPSS also called ebBP) for ebXML.

His application of these methods in large and medium Government, Defense and Commercial enterprises results in Business Transformation Enablement, so that business and IT managers and their staffs can plan for and achieve rapid business change. Enterprise Architecture provides a Governance Analysis Framework that supports Sarbanes-Oxley and other Governance Audit requirements. It provides direct support and linkage to Balanced Scorecard for Strategy-Focused Organizations, to ensure that IT systems and databases support defined scorecard strategies and governance requirements for Enterprise Architecture maturity.

He provides world-wide training through public and inhouse courses – plus consulting – in all aspects of the Zachman Framework for Enterprise Architecture, with rapid delivery of standardized processes using Enterprise Engineering. During implementation he also moves organizations to rapid implementation using XML, Enterprise Portals, Web Services, BPM and SOA. These provide a central gateway to the information and knowledge resources of an enterprise on its Intranet and via the Internet. Enterprise Architecture, Enterprise Portals, Web Services, SOA and BPM will be key development methods and delivery technologies for most enterprises in the 21st century. 

Clive writes a monthly online column on Enterprise Architecture for the BEye Network online magazine in the USA. He also publishes a free, quarterly technology newsletter via email: “The Enterprise Newsletter (TEN)”. Past issues of TEN are at: http://www.ies.aust.com/ten/TEN_index.htm. His books, papers and projects are summarized at http://www.ies.aust.com/cbfindex.htm. He can be contacted at <cfink@ies.aust.com>. Many in-house skills-transfer workshops, seminars and online webcast courses presented by Clive Finkelstein are available at http://shop.ies.aust.com/.

Contact Details

Clive Finkelstein, Managing Director

Information Engineering Services Pty Ltd

PO Box 246, Hillarys Perth WA 6923 Australia
 

Phone : +61-8-9402-8300
Fax: +61-8-9402-8322
Email: cfink@ies.aust.com
Details: http://www.ies.aust.com/cbfindex.htm

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AUTHOR

Clive Finkelstein is the "Father" of Information Engineering (IE), developed by him from 1976. He is an International Consultant and Instructor, and was the Managing Director of Information Engineering Services Pty Ltd (IES) in Australia. 

Clive Finkelstein's books, online interviews, courses and details are available at http://www.ies.aust.com/cbfindex.htm.

For More Information, Contact:

  Clive Finkelstein
59B Valentine Ave
Dianella, Perth WA 6059 Australia
 
  Details:
Web Site:
Phone:
Fax:
Email:
http://www.ies.aust.com/cbfindex.htm
http://www.ies.aust.com/
+61-8-9275-3459
+61-8-6210-1579
clive.finkelstein@ies.aust.com

(c) Copyright 1995-2015 Clive Finkelstein. All Rights Reserved.


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