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FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION




        Enterprise Architecture for Small and
             Medium-Sized Enterprises

                                        Maxime Bernaert
                                   Promoter: Prof. Dr. Geert Poels




Ghent University, Faculty of Economics and Business Administration                 Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                                27/11/2012
FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION




                           Draw your house



Ghent University, Faculty of Economics and Business Administration                 Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                                27/11/2012
FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION




Ghent University, Faculty of Economics and Business Administration                 Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                                27/11/2012
FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION




Ghent University, Faculty of Economics and Business Administration                 Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                                27/11/2012
FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION




Ghent University, Faculty of Economics and Business Administration                 Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                                27/11/2012
FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION




Ghent University, Faculty of Economics and Business Administration                 Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                                27/11/2012
FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION




Ghent University, Faculty of Economics and Business Administration                 Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                                27/11/2012
FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION




                     Draw your company



Ghent University, Faculty of Economics and Business Administration                 Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                                27/11/2012
FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION




Ghent University, Faculty of Economics and Business Administration                 Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                                27/11/2012
FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION




Ghent University, Faculty of Economics and Business Administration                 Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                                27/11/2012
FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION




Ghent University, Faculty of Economics and Business Administration                 Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                                27/11/2012
Enterprise Architecture
                                                               FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION




Ghent University, Faculty of Economics and Business Administration                 Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                                27/11/2012
Enterprise Architecture
                                                               FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION




Ghent University, Faculty of Economics and Business Administration                 Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                                27/11/2012
Enterprise Architecture
                                                               FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION




Ghent University, Faculty of Economics and Business Administration                 Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                                27/11/2012
Enterprise Architecture

Enterprise Architecture (EA)1: a holistic
 approach to keep things aligned in a company
 (IT - business, operations - strategy)
Holistic overview:
        Optimization of the company as a whole
         (essentials are more stable than specific solutions)
        Strategy --> Operations
        Understood by all those involved
1Lankhorst M (2009) Enterprise Architecture at Work: Modelling, Communication and Analysis.
Springer-Verlag, New York

Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               15
Enterprise Architecture




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               16
Enterprise Architecture




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               17
Enterprise Architecture

Some advantages:
          Common architecture from multiple stakeholders
          Overview with different viewpoints
          Testing environment
          Analysis and optimization
          Change impact analysis
          Find best-fitted ERP system



Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               18
Enterprise Architecture for SMEs

Small and Medium-Sized Enterprises2
        European definition
             • <= 250 employees
             • Annual turnover <= 50 million euros or total assets <=
               43 million euros




2European Commission (2003) Recommendation 2003/361/EC: SME Definition. Official Journal of
the European Union 46 (L 124) (6)

Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               19
Enterprise Architecture for SMEs

Small and Medium-Sized Enterprises
        Important for economy3
             • 20.8 million SMEs in Europe (99.8% of all companies)
             • 19.2 million micro enterprises (<= 10 employees,
               turnover <= 2 million euros or total assets <= 2 million
               euros)
             • 70% of European jobs, 58.4% of gross production



3European Commission (2010) Are EU SMEs Recovering from the Crisis? Annual Report on EU
Small and Medium Sized Enterprises 2011

Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               20
Enterprise Architecture for SMEs

EA for SMEs???4,5
        Not known in SMEs
        Not used in SMEs




4De Nil S, Deprost E, Bernaert M, Poels G (2012) Van Strategie tot Procesmodellering in Kleine en
Middelgrote Organisaties: Een Exploratief Onderzoek. University of Ghent, Ghent
5Devos J (2011) IT Governance for SMEs. University of Ghent, Ghent


Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               21
Enterprise Architecture for SMEs

Problems faced by SMEs
        Lack of structure and overview in the company6
                   100%
                        Survival Rate
                                        70%
                                                   50%
                                                             33%
                                                                         25%


                               0         2         5          10         15
                                              Year
6O'Gorman  C (2001) The Sustainability of Growth in Small- and Medium-Sized Enterprises. Int J
Entrep Behav Res 7 (2):60-75
Ghent University, Faculty of Economics and Business Administration             Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                                     22
Enterprise Architecture for SMEs

Problems faced by SMEs
          ERP adoption (fit with current business)?
          Communication (processes, strategy)?
          Concrete job description?
          Strategy and processes change (alignment?)
          Asses impact of changes?
          Different stakeholders?
          New CEO?
          Knowledge as a production factor?
Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               23
Enterprise Architecture for SMEs

Solutions provided by EA
          Easier to find a suitable ERP system
          Processes and strategy are explicitly modeled
          Job description can be queried
          Processes are explicitly linked with strategy
          Different domains are interrelated
          Stakeholders are linked with their goals
          Knowledge of CEO can be made explicit
          Entrepreneurial knowledge can be shared
Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               24
Enterprise Architecture for SMEs

EA for SMEs???
        Not known in SMEs
        Not used in SMEs
        Adoption models




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               25
Adoption Models

Technology Acceptance Model7
        Most referred model for information technology
         adoption
        Perceived usefulness: the degree to which a
         person believes that using a particular system
         would enhance his or her job performance
        Perceived ease of use: the degree to which a
         person believes that using a particular system
         would be free of effort
7DavisFD (1989) Perceived Usefulness, Perceived Ease of Use, and User Acceptance of Information
Technology. MIS Q 13 (3):319-340
Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               26
Adoption Models

Technology Acceptance Model




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               27
Adoption Models

Method Evaluation Model8
        Model for method evaluation of IS design research
        TAM and Methodological Pragmatism9:
         “Regardless of the potential benefits of IS design
         methods published, unless they are used in
         practice, these benefits cannot be realized”

8Moody  DL The Method Evaluation Model: A Theoretical Model for Validating Information
Systems Design Methods. In: Proceedings of the 11th European Conference on Information
Systems, Naples, Italy, 2003
9Rescher N (1977) Methodological Pragmatism: A Systems-Theoretic Approach to the Theory of

Knowledge. Basil Blackwell, Oxford
Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               28
Adoption Models

Methodological Pragmatism




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               29
Adoption Models

Method Evaluation Model




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               30
Enterprise Architecture for SMEs

EA for SMEs???
        Increase the perceived usefulness
             • Increase actual effectiveness
             • Advantages for SMEs in practice
        Increase the perceived ease of use
             • Adapt methods to an SME context (in practice)
             • Complexity10 (= 1/actual efficiency) must be decreased
        From actual to perceived efficacy
             • Test in SMEs: feedback + EA gets better known
10Rogers EM, Shoemaker FF (1971) Communication of Innovations: A Cross-Cultural Approach.
The Free Press, New York
Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               31
Enterprise Architecture for SMEs

Research steps
    Small and medium sized enterprises
    Enterprise architecture                                                   Validation


               Criteria                               CHOOSE metamodel
                                                                              Case studies
                                                      CHOOSE method

        Criteria for tools                                                    Tool support


Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               32
Enterprise Architecture for SMEs

Research steps
    Small and medium sized enterprises
    Enterprise architecture                                                   Validation


               Criteria                               CHOOSE metamodel
                                                                              Case studies
                                                      CHOOSE method

        Criteria for tools                                                    Tool support


Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               33
Enterprise Architecture for SMEs

Five criteria for SMEs (derived from
 characteristics)
       1. The approach should enable SMEs to time efficiently
          work on strategic issues
       2. A person with limited IT skills should be able to apply the
          approach
       3. It should be possible to apply the approach with little
          assistance of external experts
       4. The approach should enable making descriptions of how
          things are done in the company
       5. The CEO must be involved in the approach
Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               34
Enterprise Architecture for SMEs

Five criteria for EA (derived from definition)
       1. Control: “Controlling the complexity of the enterprise.”
       2. Holistic Overview: “EA has to capture the essentials of
          the enterprise (more stable).”
       3. Objectives: “Translation from corporate strategy to daily
          operations.”
       4. Suitable for its target audience (here: SMEs):
          “Understood by all those involved.”
       5. Enterprise: “Optimization of the company as a whole
          instead of doing local optimization within individual
          domains.”
Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               35
Enterprise Architecture for SMEs

Research steps
    Small and medium sized enterprises
    Enterprise architecture                                                   Validation


               Criteria                               CHOOSE metamodel
                                                                              Case studies
                                                      CHOOSE method

        Criteria for tools                                                    Tool support


Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               36
Enterprise Architecture for SMEs

Research steps
    Small and medium sized enterprises
    Enterprise architecture                                                   Validation


               Criteria                               CHOOSE metamodel
                                                                              Case studies
                                                      CHOOSE method

        Criteria for tools                                                    Tool support


Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               37
Enterprise Architecture for SMEs

Five criteria for EA (derived from definition)
       1. Control: “Controlling the complexity of the enterprise.”
       2. Holistic Overview: “EA has to capture the essentials of
          the enterprise (more stable).”
       3. Objectives: “Translation from corporate strategy to daily
          operations.”
       4. Suitable for its target audience (here: SMEs):
          “Understood by all those involved.”
       5. Enterprise: “Optimization of the company as a whole
          instead of doing local optimization within individual
          domains.”
Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               38
Enterprise Architecture for SMEs

Five criteria for EA (derived from definition)
       1. Control: “Controlling the complexity of the enterprise.”
       2. Holistic Overview: “EA has to capture the essentials of
          the enterprise (more stable).”
       3. Objectives: “Translation from corporate strategy to daily
          operations.”
       4. Suitable for its target audience (here: SMEs):
          “Understood by all those involved.” (Simple)
       5. Enterprise: “Optimization of the company as a whole
          instead of doing local optimization within individual
          domains.”
Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               39
Enterprise Architecture for SMEs

Existing EA techniques




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               40
Enterprise Architecture for SMEs

CHOOSE metamodel




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               41
CHOOSE




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               42
CHOOSE basic concepts




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               43
Modeling an SME with CHOOSE




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               44
Know-Why




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               45
Modeling an SME with CHOOSE




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               46
Know-Who




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               47
Modeling an SME with CHOOSE




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               48
Know-How




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               49
Modeling an SME with CHOOSE




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               50
Know-What




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               51
Modeling an SME with CHOOSE




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               52
Integrated Model




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               53
Enterprise Architecture for SMEs

Research steps
    Small and medium sized enterprises
    Enterprise architecture                                                   Validation


               Criteria                               CHOOSE metamodel
                                                                              Case studies
                                                      CHOOSE method

        Criteria for tools                                                    Tool support


Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               54
Enterprise Architecture for SMEs

Research steps
    Small and medium sized enterprises
    Enterprise architecture                                                   Validation


               Criteria                               CHOOSE metamodel
                                                                              Case studies
                                                      CHOOSE method

        Criteria for tools                                                    Tool support


Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               55
Case study research

My thesis: “Business Architecture Modeling
 for SMEs: case study research to refine and
 validate the CHOOSE-method”

        Refine
                                    Case study research at
                                    Small and Medium-Sized Enterprises
        Validate



Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               56
Overview




              CHOOSE-                CHOOSE-                  CHOOSE-              CHOOSE-
              method 1               method 2                 method 3             method 4

   Action                    Case                     Case                Case
                                                                                                   …
  Research                  Study 1                  Study 2             Study 3


       CHOOSE-method:
       • CHOOSE-metamodel
       • CHOOSE implementation method



Ghent University, Faculty of Economics and Business Administration            Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                                    57
Small and Medium-Sized Enterprises




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               58
Action Research: Profile Tyrecenter (1)

 Step 1: Goal tree: Balanced Scorecard:
  Financial, Learning & Growth, Internal Process and
  Customer Goals




 Step 2: In order to build a complete goal tree, I
  complemented Step 1 with the Porter’s Value Chain
  framework (Primary & Support activities)
Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               59
Action Research: Profile Tyrecenter (2)

Step 3: Adding the Actors and Objects to the
 CHOOSE-model based on visual inspection
 and interviews
Step 4: Based on the Porter’s Value Chain
 framework and the job description of
 Actors, the Operations are added to the
 model
Step 5: Validation

Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               60
Action Research: Profile Tyrecenter (3)

Snapshot of the Goal tree




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               61
Action Research: Profile Tyrecenter (4)
                         The CHOOSE-method




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               62
Case Study 1: Buro Nova
                                                                  Why Buro Nova as case study?
                                                                  • Strong growth
                                                                  • Organizational changes

                                                                  What’s in it for them?
                                                                  • Dynamic overview (tool support)
                                                                      • Impact analysis
                                                                      • Conflicting goals
                                                                  • Facilitates strategic thinking
                                                                  • Strategic and operational
                                                                    analysis

                                                                  Result:
                                                                  As I recommended, they have
                                                                  purchased a new office in order to
                                                                  remove this growth barrier
Ghent University, Faculty of Economics and Business Administration            Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                                    63
Case Study 2: Sanicomfort

Why Sanicomfort as a case study?
• Dynamic industry
• “Big” (fragmented) Small and Medium-Sized Enterprise

What’s in it for them?
• Facilitates strategic thinking
• Strategic and operational analysis
• Overview with different viewpoints (different stakeholders)



Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               64
Case study research: academics
 The Method Evaluation Model (D.L. Moody, 2003)
    Perceived Ease of Use            Evaluated by the case
                                      study firm
    Perceived Usefulness
    Intention to use
 CHOOSE-method’s 10 criteria
 Case study research: Design and Methods (Yin, 2003)
 Evaluating quality of conceptual modelling scripts
  based on user perceptions (A. Maes, G. Poels, 2007)


Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               65
Enterprise Architecture for SMEs

Research steps
    Small and medium sized enterprises
    Enterprise architecture                                                   Validation


               Criteria                               CHOOSE metamodel
                                                                              Case studies
                                                      CHOOSE method

        Criteria for tools                                                    Tool support


Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               66
Enterprise Architecture for SMEs

Research steps
    Small and medium sized enterprises
    Enterprise architecture                                                   Validation


               Criteria                               CHOOSE metamodel
                                                                              Case studies
                                                      CHOOSE method

        Criteria for tools                                                    Tool support


Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               67
Enterprise Architecture for SMEs




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               68
Tool support

Why is tool support necessary?
        Case studies
        Academic sources
Tool outline
        Three main functionalities
Demo



Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               69
Tool support: case studies

Case study evidence of the need for tool support




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               70
Tool support: case studies

Case study evidence of the need for tool
support:
             Input
             Storage
             Data retrieval
             Data adjustments
             Analysis


Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               71
Tool support: academics

Literature on enterprise architecture consistently emphasizes the
necessity for tool support:
 A field of study which we view as not adequately addressable in practice
  without tool support due to the inherent complexity of this field
 There are three areas where critical problems arise in the process of
  enterprise architecting: modeling, managing, and maintaining EAs
 Enterprise architects and domain architects need tools to support the
  whole architecture lifecycle
 EA management should be supported by tools, which support distributed
  access to consistent data, offer the possibility to structure the information
  managed, and also aid users in filling out their role in the EA management
  process
 …
Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               72
Tool outline

Input
       Easy interface
       No drawing tool
       Integration of all concepts and relationships
Adjust
       Search functionality
       Modular overview
       Easy interface

Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               73
Tool outline

 Output (in progress)
          Automatic visualisation
          As-is/to-be analysis
          RACI charts
          Data export to MS Excel

The goal is to minimize effort and maximize value
through automation, simplification, visualisation, mistake proofing, …




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               74
Demo




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               75
Tool support

 Settings  Security  Unknown sources




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               76
Tool support

Why on mobile devices?
Why Android?
Tool design choices
Demo




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               77
Tool support: Why on mobile devices




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               78
Tool support: Why Android




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               79
Tool support: Design choices




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               80
Enterprise Architecture for SMEs




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               81
Past Work

 Integrating the semantics of events, processes and tasks across requirements engineering
  layers
  Bernaert M, Poels G, PhD Day FEB UGent 2010, May 28th, Ghent
 A Consolidated Enterprise Reference Model - Integrating McCarthy's and Hruby's Resource-
  Event-Agent Reference Models
  Laurier W., Bernaert M., Poels G. 2010. ICEIS (3), pp. 159-164
 Integrating the semantics of events, processes and tasks across requirements engineering
  layers
  Bernaert M, Poels G, 2010. Proceedings of the Doctoral Consortium of the 22nd International
  Conference on Advanced Information Systems Engineering
  (CAiSE'10), Hammamet, Tunisia, 2010, pp. 11-19.
 The Quest for Know-How, Know-Why, Know-What and Know-Who: Using KAOS for Enterprise
  Modelling
  Bernaert M, Poels G, PhD Day FEB UGent 2011, May 24th, Ghent
 Het Realiseren van een Globaal Procesoverzicht bij Gedecentraliseerde Procesarchitecturen
  Vancaeneghem T., Bernaert M., Poels G., 2011, Thesis



Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               82
Past Work

 The quest for know-how, know-why, know-what and know-who: using KAOS for enterprise
  modeling
  Bernaert M, Poels G, 2011. 6th International Workshop on Business/IT Alignment and
  Interoperability (BUSITAL), London, UK, 2011. In: LECTURE NOTES IN BUSINESS INFORMATION
  PROCESSING 83: 29-40.
 The Quest for Know-How, Know-Why, Know-What and Know-Who: Using KAOS for Enterprise
  Modelling
  Bernaert M, Poels G, 2011, Proceedings of the 6th SIKS Conference on Enterprise Information
  Systems, pp. 15 - 16, Conference on Enterprise Information Systems (EIS2011) (Delft (The
  Netherlands)).
 De zoektocht naar Know-How, Know-Why, Know-What en Know-Who: architectuur voor
  kleinere bedrijven in vier dimensies
  Bernaert M, 2011, Informatie, November nummer, 34-41.
 Review: A How-To Guide to Successful Enterprise Architecture: The Strategic Fit between
  Business and IT
  Bentham Science Publishers, 2012
 Enterprise architecture for small and medium sized enterprises
  Bernaert M, Poels G, PhD Day FEB UGent 2012, May 25th, Ghent
Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               83
Past Work

 Keuzes Maken binnen Processen: Het Vermijden van een Russische Roulette voor de
  Organisaties
  Heyse M., Bernaert M., Poels G. (2012), Thesis
 Van Strategie tot Procesmodellering in Kleine en Middelgrote Organisaties: Een Exploratief
  Onderzoek
  De Nil S., Deprost E., Bernaert M., Poels G. (2012), Thesis
 Enterprise Architecture for Small and Medium Sized Enterprises
  Bernaert M, 2012, In: Poels G, Gailly F, De Backer M (eds) Doctoral Consortium of the 6th
  International Conference on Research and Practical Issues of Enterprise Information Systems
  (CONFENIS 2012), Ghent, Belgium
 Enterprise Architecture for Small and Medium-Sized Enterprises
  Bernaert M, Poels G, 2011, Proceedings of the 7th SIKS Conference on Enterprise Information
  Systems, Conference on Enterprise Information Systems (EIS2012) (Nieuwegein (The
  Netherlands)).
 Enterprise Architecture for Small and Medium-Sized Enterprises
  Bernaert M, Poels G, 2013, Accepted for Information Systems and Small and Medium-sized
  Enterprises (SMEs): State of art of IS research in SMEs


Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               84
Past Work

In progress
 Mapping the CHOOSE metamodel on ArchiMate
  Roose D., Vansteenlandt J., Bernaert M., Poels G. (2012), Thesis
 Softwareondersteuning voor een business architectuur in Access en Java
  Ingelbeen D., Bernaert M., Poels G. (2013), Thesis
 Business architecture modelling in CHOOSE: an internationalized application for Android
  tablets
  Maes J., Bernaert M., Poels G. (2013), Thesis
 Next generation media: a user-friendly Android tablet application for business architecture
  modelling
  Dumeez J., Bernaert M., Poels G. (2013), Thesis
 Business architectuur modellering in CHOOSE: een gebruiksvriendelijke applicatie aangepast
  aan de user interface van de iPad
  Verhulst P., Bernaert M., Poels G. (2013), Thesis
 Business architectuur modellering in KMO’s: case study onderzoek ter verfijning en validatie
  van de CHOOSE-methode
  Callaert M., Bernaert M., Poels G. (2013), Thesis
Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               85
Past Work

 Business architectuur modellering in CHOOSE: een gebruiksvriendelijke applicatie voor de
  iPhone
  Puylaert O., Bernaert M., Poels G. (2013), Thesis
 Softwareondersteuning voor een business architectuur in Eclipse
  Zutterman S., Bernaert M., Poels G. (2013), Thesis
 Next generation media: a user-friendly iPad application for business architecture modelling
  Otte M., Bernaert M., Poels G. (2013), Thesis
 The development of an optimal visualisation for enterprise architecture (ArchiMate)
  Paesschesoone J., Bernaert M., Poels G. (2014), Thesis
 Het ontwikkelen van een optimale visualisatie voor business architectuur (CHOOSE)
  Boone S., Bernaert M., Poels G. (2014), Thesis
 Het evalueren van enterprise architectuur methoden op basis van de regel van 7
  Morina A., Bernaert M., Poels G. (2014), Thesis




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               86
Future Work

 More case studies (started)
         Effective in examining application in real-world scenarios, particularly in
          emerging research domains11
 Formalize metamodel (ConceptBase & OCL) (planned)
 Develop method (started)
 Finish tool support (half way)
 Link with ArchiMate (started)
 Develop an optimal visualisation (started)
 Further develop CARP as a domain ontology
11YinRK (2003) Case Study Research: Design and Methods, vol 5. Applied Social Research Methods
Series. Sage Publications, Thousand Oaks, USA
Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               87
Questions




Ghent University, Faculty of Economics and Business Administration       Maxime Bernaert and Geert Poels
Department of Management Information Science and Operations Management                               88

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CHOOSE: Enterprise Architecture for Small and Medium Sized Enterprises

  • 1. FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION Enterprise Architecture for Small and Medium-Sized Enterprises Maxime Bernaert Promoter: Prof. Dr. Geert Poels Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 27/11/2012
  • 2. FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION Draw your house Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 27/11/2012
  • 3. FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 27/11/2012
  • 4. FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 27/11/2012
  • 5. FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 27/11/2012
  • 6. FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 27/11/2012
  • 7. FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 27/11/2012
  • 8. FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION Draw your company Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 27/11/2012
  • 9. FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 27/11/2012
  • 10. FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 27/11/2012
  • 11. FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 27/11/2012
  • 12. Enterprise Architecture FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 27/11/2012
  • 13. Enterprise Architecture FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 27/11/2012
  • 14. Enterprise Architecture FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 27/11/2012
  • 15. Enterprise Architecture Enterprise Architecture (EA)1: a holistic approach to keep things aligned in a company (IT - business, operations - strategy) Holistic overview:  Optimization of the company as a whole (essentials are more stable than specific solutions)  Strategy --> Operations  Understood by all those involved 1Lankhorst M (2009) Enterprise Architecture at Work: Modelling, Communication and Analysis. Springer-Verlag, New York Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 15
  • 16. Enterprise Architecture Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 16
  • 17. Enterprise Architecture Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 17
  • 18. Enterprise Architecture Some advantages:  Common architecture from multiple stakeholders  Overview with different viewpoints  Testing environment  Analysis and optimization  Change impact analysis  Find best-fitted ERP system Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 18
  • 19. Enterprise Architecture for SMEs Small and Medium-Sized Enterprises2  European definition • <= 250 employees • Annual turnover <= 50 million euros or total assets <= 43 million euros 2European Commission (2003) Recommendation 2003/361/EC: SME Definition. Official Journal of the European Union 46 (L 124) (6) Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 19
  • 20. Enterprise Architecture for SMEs Small and Medium-Sized Enterprises  Important for economy3 • 20.8 million SMEs in Europe (99.8% of all companies) • 19.2 million micro enterprises (<= 10 employees, turnover <= 2 million euros or total assets <= 2 million euros) • 70% of European jobs, 58.4% of gross production 3European Commission (2010) Are EU SMEs Recovering from the Crisis? Annual Report on EU Small and Medium Sized Enterprises 2011 Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 20
  • 21. Enterprise Architecture for SMEs EA for SMEs???4,5  Not known in SMEs  Not used in SMEs 4De Nil S, Deprost E, Bernaert M, Poels G (2012) Van Strategie tot Procesmodellering in Kleine en Middelgrote Organisaties: Een Exploratief Onderzoek. University of Ghent, Ghent 5Devos J (2011) IT Governance for SMEs. University of Ghent, Ghent Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 21
  • 22. Enterprise Architecture for SMEs Problems faced by SMEs  Lack of structure and overview in the company6 100% Survival Rate 70% 50% 33% 25% 0 2 5 10 15 Year 6O'Gorman C (2001) The Sustainability of Growth in Small- and Medium-Sized Enterprises. Int J Entrep Behav Res 7 (2):60-75 Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 22
  • 23. Enterprise Architecture for SMEs Problems faced by SMEs  ERP adoption (fit with current business)?  Communication (processes, strategy)?  Concrete job description?  Strategy and processes change (alignment?)  Asses impact of changes?  Different stakeholders?  New CEO?  Knowledge as a production factor? Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 23
  • 24. Enterprise Architecture for SMEs Solutions provided by EA  Easier to find a suitable ERP system  Processes and strategy are explicitly modeled  Job description can be queried  Processes are explicitly linked with strategy  Different domains are interrelated  Stakeholders are linked with their goals  Knowledge of CEO can be made explicit  Entrepreneurial knowledge can be shared Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 24
  • 25. Enterprise Architecture for SMEs EA for SMEs???  Not known in SMEs  Not used in SMEs  Adoption models Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 25
  • 26. Adoption Models Technology Acceptance Model7  Most referred model for information technology adoption  Perceived usefulness: the degree to which a person believes that using a particular system would enhance his or her job performance  Perceived ease of use: the degree to which a person believes that using a particular system would be free of effort 7DavisFD (1989) Perceived Usefulness, Perceived Ease of Use, and User Acceptance of Information Technology. MIS Q 13 (3):319-340 Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 26
  • 27. Adoption Models Technology Acceptance Model Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 27
  • 28. Adoption Models Method Evaluation Model8  Model for method evaluation of IS design research  TAM and Methodological Pragmatism9: “Regardless of the potential benefits of IS design methods published, unless they are used in practice, these benefits cannot be realized” 8Moody DL The Method Evaluation Model: A Theoretical Model for Validating Information Systems Design Methods. In: Proceedings of the 11th European Conference on Information Systems, Naples, Italy, 2003 9Rescher N (1977) Methodological Pragmatism: A Systems-Theoretic Approach to the Theory of Knowledge. Basil Blackwell, Oxford Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 28
  • 29. Adoption Models Methodological Pragmatism Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 29
  • 30. Adoption Models Method Evaluation Model Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 30
  • 31. Enterprise Architecture for SMEs EA for SMEs???  Increase the perceived usefulness • Increase actual effectiveness • Advantages for SMEs in practice  Increase the perceived ease of use • Adapt methods to an SME context (in practice) • Complexity10 (= 1/actual efficiency) must be decreased  From actual to perceived efficacy • Test in SMEs: feedback + EA gets better known 10Rogers EM, Shoemaker FF (1971) Communication of Innovations: A Cross-Cultural Approach. The Free Press, New York Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 31
  • 32. Enterprise Architecture for SMEs Research steps Small and medium sized enterprises Enterprise architecture Validation Criteria CHOOSE metamodel Case studies CHOOSE method Criteria for tools Tool support Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 32
  • 33. Enterprise Architecture for SMEs Research steps Small and medium sized enterprises Enterprise architecture Validation Criteria CHOOSE metamodel Case studies CHOOSE method Criteria for tools Tool support Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 33
  • 34. Enterprise Architecture for SMEs Five criteria for SMEs (derived from characteristics) 1. The approach should enable SMEs to time efficiently work on strategic issues 2. A person with limited IT skills should be able to apply the approach 3. It should be possible to apply the approach with little assistance of external experts 4. The approach should enable making descriptions of how things are done in the company 5. The CEO must be involved in the approach Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 34
  • 35. Enterprise Architecture for SMEs Five criteria for EA (derived from definition) 1. Control: “Controlling the complexity of the enterprise.” 2. Holistic Overview: “EA has to capture the essentials of the enterprise (more stable).” 3. Objectives: “Translation from corporate strategy to daily operations.” 4. Suitable for its target audience (here: SMEs): “Understood by all those involved.” 5. Enterprise: “Optimization of the company as a whole instead of doing local optimization within individual domains.” Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 35
  • 36. Enterprise Architecture for SMEs Research steps Small and medium sized enterprises Enterprise architecture Validation Criteria CHOOSE metamodel Case studies CHOOSE method Criteria for tools Tool support Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 36
  • 37. Enterprise Architecture for SMEs Research steps Small and medium sized enterprises Enterprise architecture Validation Criteria CHOOSE metamodel Case studies CHOOSE method Criteria for tools Tool support Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 37
  • 38. Enterprise Architecture for SMEs Five criteria for EA (derived from definition) 1. Control: “Controlling the complexity of the enterprise.” 2. Holistic Overview: “EA has to capture the essentials of the enterprise (more stable).” 3. Objectives: “Translation from corporate strategy to daily operations.” 4. Suitable for its target audience (here: SMEs): “Understood by all those involved.” 5. Enterprise: “Optimization of the company as a whole instead of doing local optimization within individual domains.” Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 38
  • 39. Enterprise Architecture for SMEs Five criteria for EA (derived from definition) 1. Control: “Controlling the complexity of the enterprise.” 2. Holistic Overview: “EA has to capture the essentials of the enterprise (more stable).” 3. Objectives: “Translation from corporate strategy to daily operations.” 4. Suitable for its target audience (here: SMEs): “Understood by all those involved.” (Simple) 5. Enterprise: “Optimization of the company as a whole instead of doing local optimization within individual domains.” Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 39
  • 40. Enterprise Architecture for SMEs Existing EA techniques Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 40
  • 41. Enterprise Architecture for SMEs CHOOSE metamodel Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 41
  • 42. CHOOSE Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 42
  • 43. CHOOSE basic concepts Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 43
  • 44. Modeling an SME with CHOOSE Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 44
  • 45. Know-Why Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 45
  • 46. Modeling an SME with CHOOSE Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 46
  • 47. Know-Who Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 47
  • 48. Modeling an SME with CHOOSE Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 48
  • 49. Know-How Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 49
  • 50. Modeling an SME with CHOOSE Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 50
  • 51. Know-What Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 51
  • 52. Modeling an SME with CHOOSE Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 52
  • 53. Integrated Model Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 53
  • 54. Enterprise Architecture for SMEs Research steps Small and medium sized enterprises Enterprise architecture Validation Criteria CHOOSE metamodel Case studies CHOOSE method Criteria for tools Tool support Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 54
  • 55. Enterprise Architecture for SMEs Research steps Small and medium sized enterprises Enterprise architecture Validation Criteria CHOOSE metamodel Case studies CHOOSE method Criteria for tools Tool support Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 55
  • 56. Case study research My thesis: “Business Architecture Modeling for SMEs: case study research to refine and validate the CHOOSE-method”  Refine Case study research at Small and Medium-Sized Enterprises  Validate Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 56
  • 57. Overview CHOOSE- CHOOSE- CHOOSE- CHOOSE- method 1 method 2 method 3 method 4 Action Case Case Case … Research Study 1 Study 2 Study 3 CHOOSE-method: • CHOOSE-metamodel • CHOOSE implementation method Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 57
  • 58. Small and Medium-Sized Enterprises Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 58
  • 59. Action Research: Profile Tyrecenter (1)  Step 1: Goal tree: Balanced Scorecard: Financial, Learning & Growth, Internal Process and Customer Goals  Step 2: In order to build a complete goal tree, I complemented Step 1 with the Porter’s Value Chain framework (Primary & Support activities) Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 59
  • 60. Action Research: Profile Tyrecenter (2) Step 3: Adding the Actors and Objects to the CHOOSE-model based on visual inspection and interviews Step 4: Based on the Porter’s Value Chain framework and the job description of Actors, the Operations are added to the model Step 5: Validation Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 60
  • 61. Action Research: Profile Tyrecenter (3) Snapshot of the Goal tree Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 61
  • 62. Action Research: Profile Tyrecenter (4) The CHOOSE-method Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 62
  • 63. Case Study 1: Buro Nova Why Buro Nova as case study? • Strong growth • Organizational changes What’s in it for them? • Dynamic overview (tool support) • Impact analysis • Conflicting goals • Facilitates strategic thinking • Strategic and operational analysis Result: As I recommended, they have purchased a new office in order to remove this growth barrier Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 63
  • 64. Case Study 2: Sanicomfort Why Sanicomfort as a case study? • Dynamic industry • “Big” (fragmented) Small and Medium-Sized Enterprise What’s in it for them? • Facilitates strategic thinking • Strategic and operational analysis • Overview with different viewpoints (different stakeholders) Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 64
  • 65. Case study research: academics  The Method Evaluation Model (D.L. Moody, 2003)  Perceived Ease of Use Evaluated by the case study firm  Perceived Usefulness  Intention to use  CHOOSE-method’s 10 criteria  Case study research: Design and Methods (Yin, 2003)  Evaluating quality of conceptual modelling scripts based on user perceptions (A. Maes, G. Poels, 2007) Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 65
  • 66. Enterprise Architecture for SMEs Research steps Small and medium sized enterprises Enterprise architecture Validation Criteria CHOOSE metamodel Case studies CHOOSE method Criteria for tools Tool support Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 66
  • 67. Enterprise Architecture for SMEs Research steps Small and medium sized enterprises Enterprise architecture Validation Criteria CHOOSE metamodel Case studies CHOOSE method Criteria for tools Tool support Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 67
  • 68. Enterprise Architecture for SMEs Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 68
  • 69. Tool support Why is tool support necessary?  Case studies  Academic sources Tool outline  Three main functionalities Demo Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 69
  • 70. Tool support: case studies Case study evidence of the need for tool support Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 70
  • 71. Tool support: case studies Case study evidence of the need for tool support: Input Storage Data retrieval Data adjustments Analysis Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 71
  • 72. Tool support: academics Literature on enterprise architecture consistently emphasizes the necessity for tool support:  A field of study which we view as not adequately addressable in practice without tool support due to the inherent complexity of this field  There are three areas where critical problems arise in the process of enterprise architecting: modeling, managing, and maintaining EAs  Enterprise architects and domain architects need tools to support the whole architecture lifecycle  EA management should be supported by tools, which support distributed access to consistent data, offer the possibility to structure the information managed, and also aid users in filling out their role in the EA management process  … Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 72
  • 73. Tool outline Input Easy interface No drawing tool Integration of all concepts and relationships Adjust Search functionality Modular overview Easy interface Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 73
  • 74. Tool outline Output (in progress)  Automatic visualisation  As-is/to-be analysis  RACI charts  Data export to MS Excel The goal is to minimize effort and maximize value through automation, simplification, visualisation, mistake proofing, … Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 74
  • 75. Demo Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 75
  • 76. Tool support  Settings  Security  Unknown sources Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 76
  • 77. Tool support Why on mobile devices? Why Android? Tool design choices Demo Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 77
  • 78. Tool support: Why on mobile devices Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 78
  • 79. Tool support: Why Android Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 79
  • 80. Tool support: Design choices Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 80
  • 81. Enterprise Architecture for SMEs Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 81
  • 82. Past Work  Integrating the semantics of events, processes and tasks across requirements engineering layers Bernaert M, Poels G, PhD Day FEB UGent 2010, May 28th, Ghent  A Consolidated Enterprise Reference Model - Integrating McCarthy's and Hruby's Resource- Event-Agent Reference Models Laurier W., Bernaert M., Poels G. 2010. ICEIS (3), pp. 159-164  Integrating the semantics of events, processes and tasks across requirements engineering layers Bernaert M, Poels G, 2010. Proceedings of the Doctoral Consortium of the 22nd International Conference on Advanced Information Systems Engineering (CAiSE'10), Hammamet, Tunisia, 2010, pp. 11-19.  The Quest for Know-How, Know-Why, Know-What and Know-Who: Using KAOS for Enterprise Modelling Bernaert M, Poels G, PhD Day FEB UGent 2011, May 24th, Ghent  Het Realiseren van een Globaal Procesoverzicht bij Gedecentraliseerde Procesarchitecturen Vancaeneghem T., Bernaert M., Poels G., 2011, Thesis Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 82
  • 83. Past Work  The quest for know-how, know-why, know-what and know-who: using KAOS for enterprise modeling Bernaert M, Poels G, 2011. 6th International Workshop on Business/IT Alignment and Interoperability (BUSITAL), London, UK, 2011. In: LECTURE NOTES IN BUSINESS INFORMATION PROCESSING 83: 29-40.  The Quest for Know-How, Know-Why, Know-What and Know-Who: Using KAOS for Enterprise Modelling Bernaert M, Poels G, 2011, Proceedings of the 6th SIKS Conference on Enterprise Information Systems, pp. 15 - 16, Conference on Enterprise Information Systems (EIS2011) (Delft (The Netherlands)).  De zoektocht naar Know-How, Know-Why, Know-What en Know-Who: architectuur voor kleinere bedrijven in vier dimensies Bernaert M, 2011, Informatie, November nummer, 34-41.  Review: A How-To Guide to Successful Enterprise Architecture: The Strategic Fit between Business and IT Bentham Science Publishers, 2012  Enterprise architecture for small and medium sized enterprises Bernaert M, Poels G, PhD Day FEB UGent 2012, May 25th, Ghent Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 83
  • 84. Past Work  Keuzes Maken binnen Processen: Het Vermijden van een Russische Roulette voor de Organisaties Heyse M., Bernaert M., Poels G. (2012), Thesis  Van Strategie tot Procesmodellering in Kleine en Middelgrote Organisaties: Een Exploratief Onderzoek De Nil S., Deprost E., Bernaert M., Poels G. (2012), Thesis  Enterprise Architecture for Small and Medium Sized Enterprises Bernaert M, 2012, In: Poels G, Gailly F, De Backer M (eds) Doctoral Consortium of the 6th International Conference on Research and Practical Issues of Enterprise Information Systems (CONFENIS 2012), Ghent, Belgium  Enterprise Architecture for Small and Medium-Sized Enterprises Bernaert M, Poels G, 2011, Proceedings of the 7th SIKS Conference on Enterprise Information Systems, Conference on Enterprise Information Systems (EIS2012) (Nieuwegein (The Netherlands)).  Enterprise Architecture for Small and Medium-Sized Enterprises Bernaert M, Poels G, 2013, Accepted for Information Systems and Small and Medium-sized Enterprises (SMEs): State of art of IS research in SMEs Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 84
  • 85. Past Work In progress  Mapping the CHOOSE metamodel on ArchiMate Roose D., Vansteenlandt J., Bernaert M., Poels G. (2012), Thesis  Softwareondersteuning voor een business architectuur in Access en Java Ingelbeen D., Bernaert M., Poels G. (2013), Thesis  Business architecture modelling in CHOOSE: an internationalized application for Android tablets Maes J., Bernaert M., Poels G. (2013), Thesis  Next generation media: a user-friendly Android tablet application for business architecture modelling Dumeez J., Bernaert M., Poels G. (2013), Thesis  Business architectuur modellering in CHOOSE: een gebruiksvriendelijke applicatie aangepast aan de user interface van de iPad Verhulst P., Bernaert M., Poels G. (2013), Thesis  Business architectuur modellering in KMO’s: case study onderzoek ter verfijning en validatie van de CHOOSE-methode Callaert M., Bernaert M., Poels G. (2013), Thesis Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 85
  • 86. Past Work  Business architectuur modellering in CHOOSE: een gebruiksvriendelijke applicatie voor de iPhone Puylaert O., Bernaert M., Poels G. (2013), Thesis  Softwareondersteuning voor een business architectuur in Eclipse Zutterman S., Bernaert M., Poels G. (2013), Thesis  Next generation media: a user-friendly iPad application for business architecture modelling Otte M., Bernaert M., Poels G. (2013), Thesis  The development of an optimal visualisation for enterprise architecture (ArchiMate) Paesschesoone J., Bernaert M., Poels G. (2014), Thesis  Het ontwikkelen van een optimale visualisatie voor business architectuur (CHOOSE) Boone S., Bernaert M., Poels G. (2014), Thesis  Het evalueren van enterprise architectuur methoden op basis van de regel van 7 Morina A., Bernaert M., Poels G. (2014), Thesis Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 86
  • 87. Future Work  More case studies (started)  Effective in examining application in real-world scenarios, particularly in emerging research domains11  Formalize metamodel (ConceptBase & OCL) (planned)  Develop method (started)  Finish tool support (half way)  Link with ArchiMate (started)  Develop an optimal visualisation (started)  Further develop CARP as a domain ontology 11YinRK (2003) Case Study Research: Design and Methods, vol 5. Applied Social Research Methods Series. Sage Publications, Thousand Oaks, USA Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 87
  • 88. Questions Ghent University, Faculty of Economics and Business Administration Maxime Bernaert and Geert Poels Department of Management Information Science and Operations Management 88