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Mike Lloyd mike.lloyd@carbonflame .com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We Need It?

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Page 1: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

Mike Lloyd

[email protected]

Microsoft Motion business architecture methodology

• What is Microsoft Motion?

• What is a Motion project?

• Why Do We Need It?

Page 2: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

Enterprise Integration HubEnterprise Integration Hub

Web Svcs

Infrastructure services

Infrastructure servicesO

utpu

ts

Sec

urity

Pro

cess

Mgt

Wor

kflo

w

Dia

ry M

gr

Bus

ines

s R

ules

Ops

Mgm

t

Web Svcs

Common presentation logic

DevicesDevices

Voice Wireless Mail@

Email

Web Svcs

Business services

Business services

Seg

men

tatio

n

Cus

tom

er A

dmin

Age

nt A

dmin

Cam

paig

n M

gt

Com

mis

sion

Sal

es M

gt

Con

tact

Mgt

Adv

iser

too

ls

Doc

umen

t M

gt.

Con

tent

Mgt

Web Svcs

Web Svcs

Externalweb services

Externalweb services

B2B

Page 3: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

What Does the Business Want IT to Do?

• Understand the business better• But org charts and process maps don’t cut it

• Respond a little faster• But IT rarely gets funding for resilient, flexible solutions

• Cost a little less• … or create more value

• Help make a difference• Invoke IT as an enabler for effective business change• Identify powerful leverage points for the application of IT

Page 4: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

Describing the Business

Page 5: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

Defining the Business

1. Business capabilities are stable

2. Capabilities that don’t add value can be eliminated

3. IT is a powerful agent for transformational change

Web servicesSOAMotion

Page 6: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

Mike Lloyd

[email protected]

What is Microsoft Motion?

Page 7: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

Microsoft Motion Business Architecture Modelling

Custom

ers

Busine

ss partners

Customer-facing channel partners

IT providers Financial service providers

1. Develop product or service

2. Generate demand

5. Collaborate

3. Fulfil demand4. Plan and

manage

Page 8: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

The Basic Module Map

CustomersBusiness partners

Customer-facing channel partners

IT providers Financial service providers

1. Develop product or service

2. Generate demand

5. Collaborate

3. Fulfil demand4. Plan and manage

the business

Page 9: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

1. Develop product or service 2. Generate demand

5. Collaboration

3. Fulfil Demand 4. Plan and

manage the

enterprise

3.1 Provide Service

3.2 Advanced Planning

3.3 Procure resources

3.4 Produce Product

3.5 Logistics

3.3.1 Sourcing and Supplier Contract Management

3.3.2 PurchasingRequest Resources

Acquire/Purchase Resources

CreatePurchase

Requisitions

PurchaseDirect

Materials &Supplies

PurchaseIndirect

Materials

PurchaseOutsideVendor

Services

PurchaseCapitalGoods

ConsolidateApproved

Requisitionsby Supplier

CreatePurchase

Orders

Choose orDefault

Supplier forGoods

ManageRFI/RFQ/

RFPprocess

ManageOpen to

Buy/BlanketPOs

Verify/Negotiate

Price

ManageRequisition

ApprovaProcessl

PerformEncumbrance

Check

Track OpenPOs

Manage Suppliers

ManageSupplier

Relationships

TrackSupplier

Commitments

MaintainSupplierCatalog

ManagePurchase

ItemCatalog

CreateAuction Bids

ManageAutomaticReplenish-

ment

ManagePurchasing

Methods

Approve& ValidateContract

Payments

ManageBuyer

Performance

Provide SupplierSelf-Help

Financial service providers

Customer-facing channel partners

Custom

ers

Business partners

IT providers

Module Map – Business Capabilities

Createpurchase

requisitions

Request Resources

Page 10: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

The module map

Page 11: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

Anatomy of a Capability

PeoplePeople

PlatformPlatform

ProcessProcess

Page 12: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

Encapsulating a Capability

Page 13: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

Custom

ers

Business partners

Customer-facing channel partners

IT providers

Financial service providers

1. Develop product or service

2. Generate demand5. Collaborate3. Fulfil demand

4. Plan and manage

What Use is a Business Architecture Model?

Value proposition Operating model

Capabilities

MetricsIT project portfolio

IT projects

SOA

Outsourcing

Partnerships

Offshoring

Self-service

Page 14: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

Mike Lloyd

[email protected]

How do you use Microsoft Motion?

Page 15: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

Why Start a Motion Project?

Automation

SOA

Problem-solving

Incremental change

Governance and compliance

Acquisition

Core vs. non-core

Consolidation

Sourcing

Business architecture

Custom

ers

Business partners

Customer-facing channel partners

IT providers Financial service providers

1. Develop product or service

2. Generate demand

5. Collaborate

3. Fulfil demand 4. Plan and manage

Motionproject

Module map

Page 16: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

Phase 1Phase 1Establish Project ContextEstablish Project Context

Generate Level 2+ capability mapGenerate Level 2+ capability map

Document project context & objectivesDocument project context & objectives

Assess capability performanceAssess capability performance

Gate 1Gate 1 – Go, or no-go? – Go, or no-go?

Motion Project – Phase 1

Go/no-go?Go/no-go?

Page 17: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

Phase 2Phase 2Capture Business ArchitectureCapture Business Architecture

Gather existing business and financial Gather existing business and financial documentationdocumentation

''Go InGo In' – Map relevant Level 2+ capabilities' – Map relevant Level 2+ capabilities

''Go UpGo Up' – Connect capability Levels 1 and 2' – Connect capability Levels 1 and 2

''Go OutGo Out' – Connect environmental capabilities' – Connect environmental capabilities

Gate 2:Gate 2: Check completeness Check completeness

Off-RampOff-Ramp

Motion Project – Phase 2

Check completeness of Check completeness of operational, environmental operational, environmental and financial framingand financial framing

Go/no-go?Go/no-go?

Page 18: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

Phase 3Phase 3Complete 'as-is' Business Complete 'as-is' Business ArchitectureArchitecture

''Go DownGo Down' – Cross-reference capabilities to ' – Cross-reference capabilities to teams, business objectives and financialsteams, business objectives and financials

Identify capability connectorsIdentify capability connectors

Identify service level expectationsIdentify service level expectations

Identify people, process and platform viewsIdentify people, process and platform views

Workshop: Gate 3Workshop: Gate 3 – Understand Business – Understand Business ArchitectureArchitecture

Off-RampOff-Ramp

Motion Project – Phase 3

UnderstandUnderstand'as-is' business 'as-is' business architecturearchitecture

Check completeness of Check completeness of operational, environmental operational, environmental and financial framingand financial framing

Go/no-go?Go/no-go?

Page 19: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

Phase 4Phase 4Recommend Next StepsRecommend Next Steps

Identify leverage points and Identify leverage points and impedimentsimpediments

Select appropriate improvement modelSelect appropriate improvement model

Develop next step recommendationDevelop next step recommendation

Identify project opportunities and risksIdentify project opportunities and risks

Deliver final project recommendationDeliver final project recommendation

Motion Project – Phase 4

Deliver finalDeliver finalprojectprojectrecommendationsrecommendations

UnderstandUnderstand'as-is' business 'as-is' business architecturearchitecture

Check completeness of Check completeness of operational, environmental operational, environmental and financial framingand financial framing

Go/no-go?Go/no-go?

Page 20: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

Case Study

• Situation

• Fortune 500 logistics company

• Comprises five independently-minded business units

• IT wanted to move to SOA, business saw little benefit

• Project

• Senior executive wanted to expose commonalities across LoB

• Eight week Motion project sponsored

• Result

• Business thought there was ~15% overlap between LoB; actually ~60%

• Businesses now communicating with a common language

• 20% sustainable reduction in CIO’s CapEx

• Management has a clear path to adopt SOA

• Motion rolled out to all departments as operating model & strategy

Page 21: Mike Lloyd mike.lloyd@carbonflame.com Microsoft Motion business architecture methodology What is Microsoft Motion? What is a Motion project? Why Do We

Mike Lloyd

[email protected]

Microsoft Motion business architecture methodology

Next steps …

Workshop – this afternoon, 1pm

Panel discussion – tomorrow, 3pm