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Using TOGAF® to Establish a
People Enablement Capability

within a Strategic Transformation Project
Presented by
Louw & Elize Labuschagne
1

www.csInteractiveTraining.com

www.csInteractiveTraining.com
Introduction
•

A major financial institution in South Africa initiated a Strategic Improvement
Project within their Group Technology department to:
•
•
•
•
•

•

Decrease development time
Improve quality
Improve collaboration
Adopt industry best-practice
Implement integrated development toolset

The scope of the project included:
 The creation of a new integrated SDLC method that aligns internal SDLC
practices with industry best practices
 The implementation of Collaborative Lifecycle Management tools
 The enablement of 1200 staff members, across the business, to use both tools
and methodology on new product development projects

•

Our involved started when the project came under pressure after traditional
change management and training approaches failed due to specific
constraints in the environment.
www.csInteractiveTraining.com
Why a People Enablement Capability?

1

RUP

SOA

2

Project
Requirement
Traditional Training Approach

UML

Integrated Toolset
2012

Best Practices

2013

2014

2015

Train 1200 delegates on all the method
and tool content using a traditional
classroom training approach
The limited training budget did not allow for this
approach
2012 April
Version 3

3

3

2012 June
Version 4

The SDLC method is updated
on a regular basis to
incorporate lessons learned
on innovation projects and
2013 May
Version thus the organisation required
7.1
a sustainable internal people
enablement capability to
continuously update and
deliver the training curriculum.

2013

www.csInteractiveTraining.com
March

Version 7

2012
December
Version 6

4
2012
August
Version 5

Staff turnover requires constant
training to be provided
Context: Strategic Improvement Project focused on SDLC

Identification

Integrated Product Development Lifecycle
(Project Management Office responsibility)

Concept

Systems Development Lifecycle
Requirements

Preliminary
Design

Detailed Design

Implementation

Operation

ISO 15704 Requirements for enterprise-reference architectures and methodologies

Decommission

4

www.csInteractiveTraining.com
Using TOGAF to Establishing a People Enablement Capability
•

People Dimension
• Trainers (Methodology, Modelling & Tools)
• Training Admin (Scheduling,Venue, Completion Tracking,etc)
• Content Authors (Content Creation, Update, Audit etc)
• SDLC Tool Support Team
• Help Desk Staff
• SDLC Method Governance Forum (Identify impact on training before
approving changes to the SDLC Method)
• eLearning Development Team

•

Process Dimension
• Delivery Processes
• Administration Processes
• Support Processes

•

Material / Tool Dimension
• Virtual Learning Environment
• Training Venue & equipment
www.csInteractiveTraining.com

Reference: Capability-Based Planning – TOGAF 9.1, Chapter 32
Architecture Vision: HR & Project Leadership

www.csInteractiveTraining.com
Architecture Vision: Operational Teams

www.csInteractiveTraining.com
Business Architecture: Challenges
• Limited budget and time frame for delivering on the project
• Large volume of people making class room only delivery
impossible
• People distributed over 3 location – trainers have to fly to reach
delegates
• SDLC Method is new and still being updated on a quarterly
basis to include lessons learned from pilot projects
• Role accountability in the SDLC and organisation not stable,
making role-based training difficult
• The use of structured methodologies and formalised modelling
notations in the organisation is very low, leading to a challenge
presenting a class on a specific level of understanding
• The management and support of the SDLC is distributed across
different business units, making communication and
collaboration more difficult
www.csInteractiveTraining.com
Business Architecture: Identifying key SDLC roles &
functions

www.csInteractiveTraining.com
Business Architecture: Key Insights
• We analysed the target audience based on
interviews, work sessions and sample tests, a set
of Method Readiness Check (MRC) questions
were created using a Virtual Learning
Environment.
• These MRC questions test the basic background
knowledge of the candidate in using a standard
method, UML, SOA and OO Analysis and Design
techniques.
• Questions banks are selected for the user based
his role in the organisation, thus
project managers will not receive
questions about OO Analysis.
• The result is used to create a custom curriculum
per delegate and the system is configured to
allow the delegate to only register for courses
where the report indicate a gap.
www.csInteractiveTraining.com
Information Systems Architectures
• Using a Virtual Learning Environment enables us to:
•
•
•
•
•
•
•
•
•

Tracking Learners progress
Learner Performance
Integrate into Bank’s Learning management Systems
Scheduling of courses
HR training delivery performance
Training Content delivery
Training content distribution
Training content update
Manage frequent updates to method content through the
use of eLearning modules

www.csInteractiveTraining.com
Information Systems Architectures: Application
Structure

www.csInteractiveTraining.com
Technology Architecture
• The deployment of traditional eLearning
content through a cloud solution was not
viable in this environment due to Internet
bandwidth constraints
• security concerns
• performance from multiple sites
• and the number of staff to be trained

13

www.csInteractiveTraining.com
Our Proposed Solution
Management identifies
candidates for
implementation projects
SDLC Method
Role-based Simulation Training

Business
Analyst
Project
Manager

Role-based
Method
Readiness
Check

Create deliverables per
SDLC Method phase
for your role.

Designer
Use Tools to create the
deliverables

Developer
Systems
Analyst

Tester

14

Collaborate with
other roles to
complete the
deliverables per
phase.

Knowledgeable candidate can
join the simulation training

Solutions
Architect

Candidate do not have minimum
background

Candidate must clear the hurdles identified in Readiness
check by completing either classroom or eLearning training
www.csInteractiveTraining.com

Candidate did
not achieve
minimum level
of competence

Simulation Training
Assessment Results

Candidate Pass

Rolebased
Method
Readiness
Check
Roadmap

15

www.csInteractiveTraining.com
Architecture Governance

This archiMate diagram was created by
Operational support team to communicate
tasks that must be performed between team
members and the client. The HR admin
department is using this model in the bank to
ensure that they are following the correct
procedure.

16

www.csInteractiveTraining.com
Architecture Change Management

www.csInteractiveTraining.com
Role-play Components of the Exec Training
• Money Cards
– The currency used to pay for project execution

• Role Cards
– Represent the roles that can be fulfilled on the project team delivering the solution

• Work Product Cards
– Represent the work products that can be produced by the project team delivering the
solution

• Tool Cards
– Represent the productivity tools used by the project team delivering the solution to
create work products

• Event Cards
– Represents events that occur and affect the project during its execution
– Events can earn a project more money or cost the project money

• Question Cards
– Rolling set of knowledge questions for additional funds for each phase of the project

• Project Support Tokens
– A means to get assistance/advice while executing a phase

18

www.csInteractiveTraining.com
What we achieved

1

RUP

SOA

2

Project
Requirement
Traditional Training Approach

UML

4500 training interventions
Integrated Toolset
delivered in 9 months using
only 3 trainers – HR received
an award for the successful
roll-out. 4
2012

Best Practices

2013

2014

2015

Train 1200 delegates on all the method
and tool content using a traditional
classroom training approach
The limited training budget did not allow for this
approach

2012 April
Version 3

3

19

2012 June
Version 4

The SDLC method is updated
on a regular basis to
incorporate lessons learned
on innovation projects and
2013 May
Version thus the organisation required
7.1
a sustainable internal people
enablement capability to
continuously update and
deliver the training curriculum.

2013

www.csInteractiveTraining.com
March

Version 7

2012
December
Version 6

2012
August
Version 5

Staff turnover requires constant
training to be provided
Thank You

20

www.csInteractiveTraining.com

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Using TOGAF to establish an SDLC Training Capability

  • 1. Using TOGAF® to Establish a People Enablement Capability within a Strategic Transformation Project Presented by Louw & Elize Labuschagne 1 www.csInteractiveTraining.com www.csInteractiveTraining.com
  • 2. Introduction • A major financial institution in South Africa initiated a Strategic Improvement Project within their Group Technology department to: • • • • • • Decrease development time Improve quality Improve collaboration Adopt industry best-practice Implement integrated development toolset The scope of the project included:  The creation of a new integrated SDLC method that aligns internal SDLC practices with industry best practices  The implementation of Collaborative Lifecycle Management tools  The enablement of 1200 staff members, across the business, to use both tools and methodology on new product development projects • Our involved started when the project came under pressure after traditional change management and training approaches failed due to specific constraints in the environment. www.csInteractiveTraining.com
  • 3. Why a People Enablement Capability? 1 RUP SOA 2 Project Requirement Traditional Training Approach UML Integrated Toolset 2012 Best Practices 2013 2014 2015 Train 1200 delegates on all the method and tool content using a traditional classroom training approach The limited training budget did not allow for this approach 2012 April Version 3 3 3 2012 June Version 4 The SDLC method is updated on a regular basis to incorporate lessons learned on innovation projects and 2013 May Version thus the organisation required 7.1 a sustainable internal people enablement capability to continuously update and deliver the training curriculum. 2013 www.csInteractiveTraining.com March Version 7 2012 December Version 6 4 2012 August Version 5 Staff turnover requires constant training to be provided
  • 4. Context: Strategic Improvement Project focused on SDLC Identification Integrated Product Development Lifecycle (Project Management Office responsibility) Concept Systems Development Lifecycle Requirements Preliminary Design Detailed Design Implementation Operation ISO 15704 Requirements for enterprise-reference architectures and methodologies Decommission 4 www.csInteractiveTraining.com
  • 5. Using TOGAF to Establishing a People Enablement Capability • People Dimension • Trainers (Methodology, Modelling & Tools) • Training Admin (Scheduling,Venue, Completion Tracking,etc) • Content Authors (Content Creation, Update, Audit etc) • SDLC Tool Support Team • Help Desk Staff • SDLC Method Governance Forum (Identify impact on training before approving changes to the SDLC Method) • eLearning Development Team • Process Dimension • Delivery Processes • Administration Processes • Support Processes • Material / Tool Dimension • Virtual Learning Environment • Training Venue & equipment www.csInteractiveTraining.com Reference: Capability-Based Planning – TOGAF 9.1, Chapter 32
  • 6. Architecture Vision: HR & Project Leadership www.csInteractiveTraining.com
  • 7. Architecture Vision: Operational Teams www.csInteractiveTraining.com
  • 8. Business Architecture: Challenges • Limited budget and time frame for delivering on the project • Large volume of people making class room only delivery impossible • People distributed over 3 location – trainers have to fly to reach delegates • SDLC Method is new and still being updated on a quarterly basis to include lessons learned from pilot projects • Role accountability in the SDLC and organisation not stable, making role-based training difficult • The use of structured methodologies and formalised modelling notations in the organisation is very low, leading to a challenge presenting a class on a specific level of understanding • The management and support of the SDLC is distributed across different business units, making communication and collaboration more difficult www.csInteractiveTraining.com
  • 9. Business Architecture: Identifying key SDLC roles & functions www.csInteractiveTraining.com
  • 10. Business Architecture: Key Insights • We analysed the target audience based on interviews, work sessions and sample tests, a set of Method Readiness Check (MRC) questions were created using a Virtual Learning Environment. • These MRC questions test the basic background knowledge of the candidate in using a standard method, UML, SOA and OO Analysis and Design techniques. • Questions banks are selected for the user based his role in the organisation, thus project managers will not receive questions about OO Analysis. • The result is used to create a custom curriculum per delegate and the system is configured to allow the delegate to only register for courses where the report indicate a gap. www.csInteractiveTraining.com
  • 11. Information Systems Architectures • Using a Virtual Learning Environment enables us to: • • • • • • • • • Tracking Learners progress Learner Performance Integrate into Bank’s Learning management Systems Scheduling of courses HR training delivery performance Training Content delivery Training content distribution Training content update Manage frequent updates to method content through the use of eLearning modules www.csInteractiveTraining.com
  • 12. Information Systems Architectures: Application Structure www.csInteractiveTraining.com
  • 13. Technology Architecture • The deployment of traditional eLearning content through a cloud solution was not viable in this environment due to Internet bandwidth constraints • security concerns • performance from multiple sites • and the number of staff to be trained 13 www.csInteractiveTraining.com
  • 14. Our Proposed Solution Management identifies candidates for implementation projects SDLC Method Role-based Simulation Training Business Analyst Project Manager Role-based Method Readiness Check Create deliverables per SDLC Method phase for your role. Designer Use Tools to create the deliverables Developer Systems Analyst Tester 14 Collaborate with other roles to complete the deliverables per phase. Knowledgeable candidate can join the simulation training Solutions Architect Candidate do not have minimum background Candidate must clear the hurdles identified in Readiness check by completing either classroom or eLearning training www.csInteractiveTraining.com Candidate did not achieve minimum level of competence Simulation Training Assessment Results Candidate Pass Rolebased Method Readiness Check
  • 16. Architecture Governance This archiMate diagram was created by Operational support team to communicate tasks that must be performed between team members and the client. The HR admin department is using this model in the bank to ensure that they are following the correct procedure. 16 www.csInteractiveTraining.com
  • 18. Role-play Components of the Exec Training • Money Cards – The currency used to pay for project execution • Role Cards – Represent the roles that can be fulfilled on the project team delivering the solution • Work Product Cards – Represent the work products that can be produced by the project team delivering the solution • Tool Cards – Represent the productivity tools used by the project team delivering the solution to create work products • Event Cards – Represents events that occur and affect the project during its execution – Events can earn a project more money or cost the project money • Question Cards – Rolling set of knowledge questions for additional funds for each phase of the project • Project Support Tokens – A means to get assistance/advice while executing a phase 18 www.csInteractiveTraining.com
  • 19. What we achieved 1 RUP SOA 2 Project Requirement Traditional Training Approach UML 4500 training interventions Integrated Toolset delivered in 9 months using only 3 trainers – HR received an award for the successful roll-out. 4 2012 Best Practices 2013 2014 2015 Train 1200 delegates on all the method and tool content using a traditional classroom training approach The limited training budget did not allow for this approach 2012 April Version 3 3 19 2012 June Version 4 The SDLC method is updated on a regular basis to incorporate lessons learned on innovation projects and 2013 May Version thus the organisation required 7.1 a sustainable internal people enablement capability to continuously update and deliver the training curriculum. 2013 www.csInteractiveTraining.com March Version 7 2012 December Version 6 2012 August Version 5 Staff turnover requires constant training to be provided