obashi® - foundation

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The APMG-International OBASHI and Swirl Device logo is a trade mark of The APM Group Limited. OBASHI® is a Registered Trade Mark in the United Kingdom and other countries.

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The

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Start and finish Course style

LunchCoffee and breaks

M00 - Course introduction 2/10 2/143

The underpinning philosophy and principles of OBASHI

The terminology and thinking behind OBASHI The understand and create products of OBASHI The lifecycle of an OBASHI project The understand and evaluate OBASHI products

based on value from business and IT perspectiveMain goal Attempt Foundation exam with confidence Begin to apply the OBASHI methodology, tailoring it

to your own projects’ needsSecondary goal Benefits and value of OBASHI Methodology

M00 - Course introduction 3/10 3/143

Let’s Get to Know Each Other Please share with the class: Your name and surname Your organization Your profession

Title, function, job responsibilities Your familiarity with the

project management Your experience with

Enterprise Architecture (e.g. TOGAF) Your experience with

ITIL/ITSM/ASL/BiSL/Business-IT alignment Your personal session expectations

M00 - Course introduction 4/10 4/143

Foundation Exam Paper based and closed book exam Only pencil and eraser are allowed Simple multiple (ABCD) choice exam Only one answer is correct 50 questions, pass mark is 30 (60%) 1 hour exam No negative points, no “Tricky Questions”

No pre-requisite for Foundation exam Sample, one mock exam is provided to

you

Candidates completing an examination in a language that is not their mother tongue, will receive additional time

M00 - Course introduction 5/10 5/143

OBASHI syllabus section code and title

OBFND01 Introduction

OBFND02 OBASHI and the Business Strategy

OBFND03 Digital Flow

OBFND04 Core Principles

OBFND05 Elements and Layers

OBFND06 OBASHI Rules and Relationships

OBFND07 Techniques and Standards

OBFND08 Mock Exam

Syllabus

Module slide number / total module slides

Slide number / total slides

Module number and name

OBASHIhandbook page

OBASHI syllabus section code

Handbook PageM00 - Course introduction 6/10 6/143

OBASHI official site - http://www.obashi.co.uk/ OBASHI official shop - http://www.obashi.co.uk/shop/default.aspx OBASHI official community Think - http://think.obashi.co.uk/ OBASHI LinkedIn - http://www.linkedin.com/company/obashi-ltd. OBASHI mind map - https://www.mindmeister.com/357727077/

M00 - Course introduction 7/10 7/143

M00 - Course introduction 8/10 8/143

quizlet.com/44010938/

M00 - Course introduction 9/10 9/143

twitter.com/mirodabrowski

linkedin.com/in/miroslawdabrowskigoogle.com/+miroslawdabrowski

miroslaw_dabrowski

www.miroslawdabrowski.com

Mirosław DąbrowskiAgile Coach, Trainer, Consultant(former JEE/PHP developer, UX/UI designer, BA/SA)

Creator Writer / Translator Trainer / Coach

• Creator of 50+ mind maps from PPM and related topics (2mln views): miroslawdabrowski.com

• Lead author of more than 50+ accredited materials from PRINCE2, PRINCE2 Agile, MSP, MoP, P3O, ITIL, M_o_R, MoV, PMP, Scrum, AgilePM, DSDM, CISSP, CISA, CISM, CRISC, CGEIT, TOGAF, COBIT5 etc.

• Creator of 50+ interactive mind maps from PPM topics: mindmeister.com/users/channel/2757050

• Product Owner of biggest Polish project management portal: 4PM: 4pm.pl (15.000+ views each month)

• Editorial Board Member of Official PMI Poland Chapter magazine: “Strefa PMI”: strefapmi.pl

• Official PRINCE2 Agile, AgilePM, ASL2, BiSL methods translator for Polish language

• English speaking, international, independenttrainer and coach from multiple domains.

• Master Lead Trainer• 11+ years in training and coaching / 15.000+ hours• 100+ certifications• 5000+ people trained and coached• 25+ trainers trained and coached

linkedin.com/in/miroslawdabrowski

Agile Coach / Scrum Master PM / IT architect Notable clients

• 8+ years of experience with Agile projects as a Scrum Master, Product Owner and Agile Coach

• Coached 25+ teams from Agile and Scrum• Agile Coach coaching C-level executives • Scrum Master facilitating multiple teams

experienced with UX/UI + Dev teams• Experience multiple Agile methods• Author of AgilePM/DSDM Project Health Check

Questionnaire (PHCQ) audit tool

• Dozens of mobile and ecommerce projects• IT architect experienced in IT projects with budget

above 10mln PLN and timeline of 3+ years• Experienced with (“traditional”) projects under high

security, audit and compliance requirements based on ISO/EIC 27001

• 25+ web portal design and development and mobile application projects with iterative,incremental and adaptive approach

ABB, AGH, Aiton Caldwell, Asseco, Capgemini, Deutsche Bank, Descom, Ericsson, Ericpol, Euler Hermes, General Electric, Glencore, HP Global Business Center, Ideo, Infovide-Matrix, Interia, Kemira, Lufthansa Systems, Media-Satrun Group, Ministry of Defense (Poland), Ministry of Justice (Poland), Nokia Siemens Networks, Oracle, Orange, Polish Air Force, Proama, Roche, Sabre Holdings, Samsung Electronics, Sescom, Scania, Sopra Steria, Sun Microsystems, Tauron Polish Energy, Tieto, University of Wroclaw, UBS Service Centre, Volvo IT…miroslawdabrowski.com/about-me/clients-and-references/

Accreditations/certifications (selected): CISA, CISM, CRISC, CASP, Security+, Project+, Network+, Server+, Approved Trainer: (MoP, MSP, PRINCE2, PRINCE2 Agile, M_o_R, MoV, P3O, ITIL Expert, RESILIA), ASL2, BiSL, Change Management, Facilitation, Managing Benefits, COBIT5, TOGAF 8/9L2, OBASHI, CAPM, PSM I, SDC, SMC, ESMC, SPOC, AEC, DSDM Atern,DSDM Agile Professional, DSDM Agile Trainer-Coach, AgilePM, OCUP Advanced, SCWCD, SCBCD, SCDJWS, SCMAD, ZCE 5.0, ZCE 5.3, MCT, MCP, MCITP, MCSE-S, MCSA-S, MCS, MCSA, ISTQB, IQBBA, REQB, CIW Web Design / Web Development / Web Security Professional, Playing Lean Facilitator, DISC D3 Consultant, SDI Facilitator, Certified Trainer Apollo 13 ITSM Simulation …

M00 - Course introduction 10/10 10/143

1. Introduction to OBASHI

2. Elements and layers

3. B&IT diagrams

4. Relationship rules

5. DAV diagrams

6. Physical vs logical modelling

7. Project lifecycle

M01 - Introduction to OBASHI 2/31 12/143

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84OBFND01M01 - Introduction to OBASHI 3/31 13/143

A methodology for creating a visual map of a business which shows: How a business works How a business is supported by IT

assets The assets that make it work The interdependencies between the

assets How data flows around the business. How critical IT is for business:

BC - Business Continuity

BCP - Business Continuity Planning

BCM - Business Continuity Management

How failure of IT asset can bring down service delivery: DR - Disaster Recovery

DRP - Disaster Recovery Planning

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"Far too often, major investments in new information and communications technology (ICT) fail to deliver on the benefits

promised...The OBASHI Methodology addresses directly the key issues

behind the underperformance of ICT enabled business change. I commend it to you..."

"I believe that everyone trained in any best practice should become trained in OBASHI"

"There is huge potential for an International Standard (ISO) being created for OBASHI"

Professor Jim Norton, President - British Computer Society

Colin Bentley, Author of PRINCE2

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M01 - Introduction to OBASHI 5/31 15/143

Methodology Business & IT(B&IT)

Dataflow Analysis View(DAV)

A way of thinking

The „Big Picture”, show relationships

Join the dots, show

Control Centre(software)

Design, analyse, simulate

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M01 - Introduction to OBASHI 6/31 16/143

Business & IT diagram (B&IT) - six layered model, showing how the people, processes and technology of a business interact: Ownership Business Process Application System Hardware Infrastructure

Each layer dedicated to different types of organization assets

Layers logically divided on 2 groups: How business works IT assets supporting business

6OBFND01

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M01 - Introduction to OBASHI 7/31 17/143

Elements - represent the people, process and technology within the B&IT model

Many elements may be defined within a layer Elements may be associated on or across B&IT diagrams through

defined relationships

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M01 - Introduction to OBASHI 8/31 18/143

Dataflow Analysis View (DAV) Superimposed over a B&IT Illustrates how IT systems

support the flow of data / information within and between business processes

Facilitates layers from B&IT diagrams

Provides clear visualization of data / information Suppliers and Providers

Same as B&IT diagram, easy for understanding for non-technical people

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M01 - Introduction to OBASHI 9/31 19/143

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M01 - Introduction to OBASHI 10/31 20/143

OBASHI provides the “big picture” of how the business works: Enables communications with all levels in the

organization Puts people, process and technology in a

business context Shows how the business normally achieves its

objectives (Business as Usual) Provides a platform for analyzing and simulating

strategic development and speculative opportunities

Shows hot the business relies on IT assets Shows which information is critical for

successful business process execution Provides overview look on key risks related to

business risk and IT

“with clarity and vision,you can develop and improve.”

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12OBFND02M01 - Introduction to OBASHI 11/31 21/143

Clear and easy-to-understand diagrams showing how a business operates: Business processes Stakeholders Data / Information flow Supporting assets

No specialist skills (either technical or analytical) required to interpret a B&IT

Provides common understanding among professionals from all areas of the business

Provides communication tools for brainstorms and workshop sessions

Clarifies business and IT relationship

ClarityFreedom from ambiguity

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“with clarity and vision,you can develop and improve.”

12OBFND02M01 - Introduction to OBASHI 12/31 22/143

OBASHI B&IT diagrams enable an organization to: Identify gaps in the current operating

environment that could impact on the achievement of future strategic goals

Can be used to visualize AS-IS, transitional and TO-BE relationship between business and IT, before and after a project / programme

Define the programme of activities required to transform the organization to its future state

VisionThe Power of anticipation

“with clarity and vision,you can develop and improve.”

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13OBFND02M01 - Introduction to OBASHI 13/31 23/143

The clarity and common understanding provided by B&IT diagrams support change programmes by facilitating: More detailed understanding of IT projects Easier planning Improved project communication Cost saving through better system analysis Easier identification of redundant assets Clearer communication with third parties Clearer communication of Key Risk Indicators

(KRI) for managementDevelop

The Enhance the capabilities

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“with clarity and vision,you can develop and improve.”

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B&IT diagrams provide a mechanism to support the effective communication and audit processes within and across an organization which is essential if a business is to improve

With contextual information, can provides static view on assets e.g. Mission critical assets (risk) Too costly, but not critical (TCO / TCI) Redundant / Duplicated (TCO / TCI) Overloaded (low performance) Too dependent (risk) …

Example usage of OBASHI are many, due to elasticity and flexibility of OBASHI B&IT diagrams

ImproveTo become a better business

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“with clarity and vision,you can develop and improve.”

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1770s: mechanization, factories, and

canals water

1830s: steam engines, coal, and iron

railways steam

1870s: steel and heavy engineering,

telegraphy, refrigeration electricity

1910s: oil, mass production, and the

automobile oil, components, petrol

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M01 - Introduction to OBASHI 16/31 26/143

Understanding the interaction of components:Maximize outputMaximize investments:

Maximize ROI

Maximize ROSIMaximise profitsMonitor / reduce costs:

Minimize TCO

Minimize TCIIdentify / remove redundant componentsIdentify / mitigate risks

Node A

Node B

Node C

Node D

“IT’s sole reason for beingis to enable… flow of data (information)”

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Digital Dynamics The study of the transmission and flow of data

between people, process and technology Digital Dynamics is the study of Digital Flow

Digital Flow The term ascribed to characterize the

dependent relationships between the: Flow of data / information People associated with the data Information technology that supports the data

Digital Flow is mapped by the OBASHI methodology through the use of dataflows

Technology

People

Process

20-21, 39OBFND03M01 - Introduction to OBASHI 18/31 28/143

Dataflows are initiated by a Provider and terminated with a Consumer

Node Node Node

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75, G197, G199OBFND07M01 - Introduction to OBASHI 19/31 29/143

1. For flow to exist, the flow of data must have taken place2. Digital flow has two or more nodes3. Digital flow can consist of one or more digital flows4. An interruption in the transmission or flow of data causes an effect5. A measured value pertaining to a digital flow must be aggregatedfrom the values of each node comprising that digital flow

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40OBFND04M01 - Introduction to OBASHI 20/31 30/143

M01 - Introduction to OBASHI 21/31 31/143

What is Principle?

What does Principles do for you?

What does Principles do for your organization?

Why Principles?

M01 - Introduction to OBASHI 22/31 32/143

Core Principles outline the principles on which OBASHI methodology is base

The OBASHI Core Principles have their origins in work undertaken in the UK oil and gas industry during the late 1990s

Based on practical engineering experience of developing, managing and analyzing the interdependencies between people, process, operating equipment and control technology

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Principle #1 The understanding of the flow of data is fundamental to an

organization’s financial well-being: How does the infrastructure support the flow of data around an organisation? Who uses / depends on that data throughout the execution of a business

process? How valuable is the data? What would be the total impact if that data flow were interrupted?

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Principle #2 Business resources (including people) and IT assets are either

providers or consumers of data, or are the conduit through which data flows: Data is passed between individuals, departments, processes The IT infrastructure enables the flow of data

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Principle #3 Information Technology exists for one reason, namely, to enable the

flow of data between business assets: Data in, data out Simplify a process Streamline a process Enable a process to happen Not the beginning or end of a process

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Principle #4 Business risk cannot be fully assessed qualitatively or quantitatively

unless the cause and effects of interruptions to a flow of data, or changes to any data contained in that flow, have been evaluated

(ask yourself)Where are we at risk of failure?

How great would the impact be?

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Principle #5 A data security model cannot be fully assessed unless the cause and

effects of interruptions to a flow of data, or changes to any data, have been evaluated

(ask yourself)How does the infrastructure support the Confidentiality,

Integrity and Availability (CIA) of your/company information?

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1. An element can represent any business resource or asset, physical or non-physical

2. An element can only reside in its own OBASHI layer and cannot be resized beyond the dimensions of that layer

3. An element can be related to any other element4. Any data type, or classification of data, can be attributed to an element5. Elements can be related using one or more of the six relationship types6. The 6 relationship types are Connection, Dependency, Spatial, Set, Layer and

Sequential7. The relationship types adhere to the OBASHI Relationship rules8. The OBASHI methodology complies with the Laws of Digital Dynamics9. Any data type, or classification of data, can be attributed to a Digital Flow of data

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