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Posts Tagged ‘taxonomy’

Next-generation toolsets for enterprise-architecture?

August 30th, 2010 4 comments

One of the most essential tasks in enterprise-architecture is that of enabling conversations on architectural issues, with any groups of stakeholders, anywhere across the enterprise.

Our toolsets play an important role in those conversations. The right tool used in the right way can really help the conversation, help create new shared understandings across the silos and the specifics of each distinct discipline.

But the wrong tool – or even the right tool used in the wrong way – may instead act as a real barrier against awareness and understanding. Getting the balance right is critical to creating the clarity we need – yet the requirements, and the balance, are different for every type of architecture-conversation.

We’ve long had a good range of frameworks and toolsets for IT-oriented architectures. Some were aimed more at systems-development; others more at taxonomy and ontology and metamodel-development; others again at modelling dependencies across IT systems and ‘business/IT-alignment’; and yet others at requirements-traceability, governance and project-management. Yet they all had one thing in common: their whole focus was about precision, about certainty – because that’s what system design and development really needs.

But as enterprise-architecture at last begins to break out of the IT-centric box that it’s been trapped in for the past couple of decades, we start to hit up against some real limitations of those toolsets:

  • most of the underlying metamodels and model-types are still very IT-centric
  • user-interfaces are usually complicated, abstract, often intolerant of error, and in some cases even downright ‘user-hostile’
  • most of the tools – especially at the high-end – are too expensive for general use
  • diagramming is usually abstract (‘boxes and lines’) rather than ‘real-world’ (trucks, people, machines, servers, cables etc)
  • support for versioning and for tentative ‘what-if’ experiments ranges from poor to non-existent
  • none of the user-interfaces are well-suited for use in real-time exploratory conversations

There’s also still no common exchange-language to transfer architecture-information between the tools that we already have – and even when we get one, we’ll need it to go wider than that, anyway. A lot wider.

When we look at how we actually work with executives or process-designers or security-architects or the like, the tools we most often use at present are a whiteboard or a sketchbook – nothing else has the flexibility that we need. None of the existing tools allow us to play ‘what-if?’ as well as we can on a whiteboard; and the precise formal rigour of model-validation is far more of a hindrance than a help in this kind of work, where half the time we don’t even know what kinds of architectural-entities are involved – the whole point is that that’s what we’re aiming to find out!

But we still need some kind of toolset-help here: images on whiteboards and sketchbooks aren’t easy to share – I’ve often seen people simply photograph the results and pass the image-files around as ‘the model’ – whilst office tools such as Visio and Powerpoint give a spurious illusion that the results have been captured with enough rigour to be re-usable (which they’re not), and are usually too slow and cumbersome for an across-the-table discussion anyway.

So here’s our challenge: develop a toolset for the ‘conversations’ end of the enterprise-architecture spectrum – one that will work on laptops and netbooks, on the new tablet and touchpad systems, and preferably right down to smartphones as well.

It needs to be able to cover any aspect of enterprise-architecture – from business-models to skills to security to process to disaster-recovery to operations to knowledge-management to applications to service-management to IT-infrastructure to building-infrastructure and anything in between.

It needs to be able to adapt itself to the needs and worldviews and language of each of those groups of stakeholders – and provide some means of translation between each group, too.

It needs to be fast, easy to use, engaging, enjoyable, preferably tactile too – yet have a fully-structured methodology and metamodel behind it.

It needs to allow freeform development of models and diagrams – yet still be capable of linking to the formal rigour of the ‘top end’ systems.

Coming the other way, it needs to help us explain the structures and reference-models that we already have in our ‘top-end’ systems – and explain the reasoning behind those models, too – whilst still keeping people actively engaged in the conversation.

And more and more, architects are beginning to recognise that spurious certainty is a real risk for the enterprise – so this also toolset needs to help our stakeholders become more comfortable with uncertainty and change.

Working with a loose consortium of colleagues – including Adrian Campbell, Kevin Smith, Milan GuentherNigel Green and others – we’ve done a fair bit of work on this already:

  • preliminary metamodels and file-structures
  • probable user-interface workflows on tablet (mouse/stylus) and touchpad (finger) interfaces
  • probable user-experience interactions in multi-stakeholder conversations
  • some suggested methodologies
  • some key features, such as AudioNote-style synchronised voice-recording and Prezi-style zooming ‘infinite’ workspace
  • support for a broad user-extensible range of model-types – potentially-unlimited, including user-defined types
  • support for indefinite nesting/layering of models and model-types
  • support for freeform-drawing, notes, embedding of user-selected icons and images
  • support for reports that enable us to describe some or all of the enterprise as a story

There’s a lot more to do to get this even to an alpha-release state in any format or platform; and whilst all of us, in the group so far, have ‘done our time’ in software-development and the like, none of us is sufficiently available (or, in my case at least, really up to the speed or quality needed) for professional-level app-development on current systems. :-( So we’re going to need help to make this happen.

I for one would prefer to see this as an Open Source or at least freeware/shareware type of development, so as to get this out into as general a usage as possible. (As I see it, this kind of toolset should have many other applications outside of enterprise-architecture, such as in strategy-development, tactical planning etc.) But if some commercial developer wants to take it on, that would be fine too, as long as we can keep the final end-user cost down to app-levels (perhaps $10-30 at most) rather than the three-, four-, five- or even six-digit sums we sometimes see for other toolsets.

So: over to you. Any offers of help or advice? Any other comments or suggestions?

How to get enterprise-architecture on TRAK

August 14th, 2010 14 comments

At last – at last – there’s now a ‘framework for enterprise-architecture’ that’s actually worthy of that title.

(Many thanks to Craig Martin of Australian consultancy Enterprise Architects for the Tweet that brought this to my attention, though I suppose I ’should have’ known about it already… :-| )

The framework is called TRAK, (The Rail Architecture Framework) originally developed in 2009 for the London Underground, but now published as an open-source project on Sourceforge:

There’s more detail on TRAK’s background and the MDG add-in on the website for Eclectica Systems – the originators of TRAK – and also a brief project-description from IET (The Institution for Engineering and Technology).

The framework is based on MoDAF, the architecture framework used by Britain’s Ministry of Defence (which in turn was adapted from DoDAF, the [US] Department of Defense Architecture Framework). As the TRAK Wikipedia page explains:

The TRAK Metamodel is a simplification of the MODAF 1.2 metamodel. It has removed and redefined stereotypes and any defence-specific constructs have been removed. … Significant changes include:

  • System is central to TRAK and can represent hard systems and soft systems (in MODAF 1.2 System is an artefact and part of the Physical Architecture and cannot include non-physical parts)
  • TRAK can represent any type of interface / flow – information, energy or materiel
  • TRAK can represent exchange characteristics associated with human resources – Organisations, Jobs and Roles
  • other types of dependency and associations can be represented – physical, membership, responsibility extent
  • addition of ISO/IEC 42010 concepts to represent the architectural task
  • addition of consistency rules that constrain how and in what order relationships can be made

With MoDAF’s defence-specific items removed, the TRAK metamodel covers the full scope of an enterprise – for example, clear distinctions are made between information-resources, machines and people:

Although in a few places this does show its physical-engineering heritage, in effect this is a generic high-level metamodel suitable for use in enterprise-architectures for any type of organisation. (This is a very important contrast to the metamodels in TOGAF or even in Archimate [Business, Application and Technology layers], which at present are effectively usable only for IT-centric architectures in information-oriented enterprises such as banks, finance, insurance and the like.)

Note also that, as I’d argued in my post on ‘A question of Who‘, the Human Resources section of the metamodel does not include any reference to real-people. It describes what people do (Job, Role), their relational location (Organisation) and their capability (Competence), but – correctly, to my mind – it does not attempt to include people as themselves.

There’s a lot of detail in this framework: 90+ pages in the metamodel description, another hundred pages or more in the description of the viewpoints. I’ve haven’t read all of it as yet, but so far feels solid, comprehensive and, well, just right, really. (Part of that, I suppose, may be because I’ve spent so much time in engineering and logistics environments – where the information is often more about physical things than merely information-about-other-information – and in other contexts where people need to be viewed as people, rather than solely in terms of information-about-people.)

What’s missing? Well, it’s based on DoDAF and MoDAF, and hence, like them, it only covers the information-description side of  an enterprise-architecture framework: it doesn’t provide any methodology. One option for a methodology would be to use the TOGAF ADM, as described in an Open Group white-paper by Terry Blevins et al on bridging TOGAF and DoDAF: the catch there is that the ADM’s structure is inherently IT-centric, which would rather work against the whole point of TRAK as covering a broader scope. Another (and arguably better) alternative would be to combine that with the modified version of the ADM that I use in my own architecture-work, because – like TRAK – it’s explicitly designed to cover any architecture scope. And another good option – as Craig in fact suggests in his Tweet – would be to link it to the methodology in PEAF, Kevin Smith’s ‘Pragmatic Enterprise Architecture Framework’.

Anyway, definitely worth a detailed look. Even from a fairly cursory review to date, my own strong opinion is that for TOGAF-type architecture-developments that could touch any space beyond IT, we should all standardise on something like this as a base-metamodel, rather than the as-yet unusably-incomplete one provided in the TOGAF 9 specification.

Recommended – very recommended.

Comments, anyone?

[Update: 15Aug10] Philip Allega of Gartner tells me via Twitter that even though it was only developed and released last year, TRAK is already considered obsolete: “EA leads at TfL [Transport for London] and LU [London Underground] presented at [Gartner's] London EA Summit, noting that TRAK retired” – kind of embarrassing, considering how much I’ve gushed about it above… :-( I still feel it’s of real value, though, because it provides a good example of what’s needed in an enterprise-architecture metamodel once we finally break out of the IT-centric deadlock. No information yet as to what (if anything) has replaced TRAK, but will post another update here as soon as I found out.

[Update 2: 15aug10] And have now had a detailed set of replies from Nic Plum of Eclectica Systems (see Comments section below) explaining that TRAK definitely is very much still in use, and also does have a methodology derived from ISO 42101. More details from Nic below, anyway. (Many thanks.)

Architecture disaster? – we have an app for that!

August 12th, 2010 No comments

One of the comments on the previous post on the unacknowledged risks of  ’cooperative IT’ triggered off an essay-length response that really deserves its own post. So here it is. :-)

The comment that started it off was from Ric Phillips. (I’ve trimmed it slightly, but you can see the original here.)

The innovations that led to mini-computers led to the increasing importance of information processing based on the technology’s ability to capture and model transactions (atomistic events). It really did change the nature of work and organisations and made a new kind of information available.

It wasn’t really the advent of PCs that changed things. If the information about the world that could be stored in them and used had not changed radically they would have simply replaced the niche occupied by terminals. But they allowed people to simulate sheets of paper and type writers. And spreadsheets – which were existed prior to software and were done on very large sheets of paper. Later came sound files, photographs, building designs, industrial machinery, complex electronics (like audio mixing decks) and a thousand other things that are now simulated in software.

In this wave computers became personal productivity tools. The changes to how personal productivity expressed itself in our lives when assisted by the new ‘virtual’ things PCs could provide is what changed our jobs, our professions and be extension our lives.

The internet started out as an extension of publication and communications models that already existed. But (in this case much more slowly that in previous transformations) our activity on the internet started to capture large amounts of information that previously wasn’t subject to computation – social information, information about opinions, subjective value, and what we might call (tentatively) knowledge.

There are intersecting trends (consumerisation for example). But mobile computing, ubiquitous data, web 2.0 and so on are all converging to create a new domain of information – information that allows us to model and manipulate in computers new and extremely complex things. Once again this will transform organisations. But this time maybe even whole societies.

I don’t see this as an impending disaster. Our world is changing again. As a strategic profession EAs need to get their heads around this. We are leaving the era of ‘information processing’ and ‘ICT’ and entering the era of social computing and Knowledge Technology.

Reading it again, I now realise that this critique has completely missed the point: all it’s doing is extolling the virtues of each of the transformations in technology, yet seemingly ignoring any possibility that there might also be vices associated with those virtues. Yes, each of those transformations are real and valuable to some context, and that is indeed a key driver for change. Yet the change itself is not the risk, and neither is the technology: it is the dependence on that technology that creates the risk.

So, as I put it in my response, I strongly agree that “mobile computing, ubiquitous data, web 2.0 and so on” are not in themselves an impending disaster. The same applies to their initial impact on organisations and “maybe even whole communities” – in general I see those impacts as desirable, even if certainly not something we can ‘control’.

What does worry me is what happens next. As an EA I’ve spent many months at clients tracking down all those small private-to-a-workgroup spreadsheets and databases and log-files and the like that were a) business-critical and b) unmaintained, undocumented, not backed up, inherently fragile [such as trying to use MS Access as a multi-user database, which it was never designed to do], unregistered, and in many other ways a real business risk. Whenever some key person changed jobs, or a single hard-drive failed, or a sysadmin triggered an automated application-upgrade, or any other of a myriad of seeming-trivial events, that business-unit would literally lose that part of its mind – and an entire business-process, affecting an entire cross-functional workstream, would grind to a halt until someone could work out what had gone missing and how to set up yet another kludged workaround.

When the business-application is non-critical, kludges usually don’t matter: it’s how people learn, it helps get things done, and it’s exactly what ’shadow-IT’ is for. The new mobile technologies and the like are brilliant for this – just as spreadsheets and single-user databases were (and still are). Everything’s fine as long as they’re essentially used in the same way as Lego bricks or a Meccano set or the like – a ’serious toy’ that can be used to knock out a quick prototype to test out an idea, or perhaps even to keep around as a vaguely-useful tool and talking-point. And as long as they’re used for that kind of purpose, it shouldn’t matter much when they do fail – especially if we can use that failure as a way to learn what to do differently next time. In other words, we accept failure as part of the deal – it’s ’safe-fail’.

But don’t try to use a ’serious toy’ for anything that’s business-critical. It’s not inherently wrong, but it’s simply not ‘fit for purpose’: they’re not robust enough, resilient enough, agile enough, secure enough, and so on – which means that as a system we cannot set them up to ’safe-fail’ in such a context. Sure, you could use Lego to build a house (it’s been done), or Meccano to build a bridge (that’s been done, too), but the effectiveness of doing so is questionable at best, especially over the longer term.

It’s the ‘-ilities’ that usually matter most in architecture. The functional requirements for a system are usually much the same at any scope or scale, but the qualitative or so-called ‘non-functional’ requirements are what will usually make or break the system in practice. Building an IT system that can handle half a dozen strictly-sequential requests in half an hour or even half a minute is relatively trivial; building one that can handle thousands or even millions of parallel, interleaving, fragmented, potentially-incomplete requests every second is not trivial at all; and yet the functional requirements are essentially the same. That’s the difference between a ’serious-toy’ prototype, and serious engineering with serious architecture and serious service-management and support behind it.

What we have right now in mobile-computing, ubiquitous-information and cloud is a whole bunch of serious-toys desperately pretending to be more than they are, and – more worryingly – being sold and used as if they’re more than they are. Sure, the function is there – but that’s easy. It always is. Getting them beyond that ’serious toy’ stage is not easy – and because it’s hard work to get there, it hacks into the short-term profits, too, so it’s not exactly popular amongst the money-obsessed.

So we have here all the ingredients for a ‘perfect storm’: more and more of individual people’s lives and livelihoods being placed onto platforms that are inherently unstable and unsustainable, because little or none of the work to make them stable and sustainable is as yet in place or even in progress. If you’re not already seriously worried about what will happen when large chunks of our society literally lose their collective mind and memory through the failures of these kludged-together toys, you’re not thinking hard enough about the architecture of the enterprise… :-|

The lessons of history are plain to see, and it’s also plain to see that the level of unaddressed risk has been raised each time, with even the earliest-period risks still not fully addressed even now. You Have Been Warned?

CoIT: another architectural disaster unfolds?

August 11th, 2010 3 comments

Twitter-correspondent Craig Hepburn posted a Tweet this morning pointing to Dion Hinchcliffe’s excellent ZDNet article, ‘CoIT: how an accidental future is becoming reality‘, about the current rise and rise of ‘consumer IT’ or ‘cooperative IT’:

It’s a story as old as the IT department: New technology arrives in the market, it makes some type of work easier to accomplish, the business asks for it, and IT reacts and delivers it. Not always however, and usually somewhat slowly. It was this way with PCs, it was this way with the Internet, and now IT is faced with what is turning out to be a veritable perfect storm of technology and social change. …

Today’s highly mobile, social cloud has set everyone’s expectations for how easy, powerful, and simple IT can be. The genie will never be put back into the bottle.

For once I’m going to stand firmly on the side of the IT-folks on this one – because no matter how wonderful this looks right now, this is not good news at all. Looking at this with a futurist’s eye, I’m wondering how long it will take before we wish we could put the genie back into the bottle… because what I’m seeing here is a full-on disaster-in-the-making. Or rather, a double disaster-in-the-making, given how much this will interact with the ongoing disaster that is ‘cloud-computing’…

One of the first lessons any futurist learns is to look back at history, to seek out any equivalent occurrences in the past. And the blunt fact is that we’ve been here before… not just once, but several times already. Each time that we came back to the same place – if perhaps from a slightly different direction – it’s clear that the fundamental lessons were not learned, in fact were wilfully ignored; and each time it took a lot of effort, a lot of skill, and a lot discipline, to tidy up the mess – just in time for the next batch of overly-excited idiots to trash the place all over again. This is the dirty end of Gartner’s ‘hype-cycle’: someone has to tidy up the mess. And yes, “it’s a story as old as the IT department”, because in every case so far, that ’someone’ has been the much-derided IT department – and also enterprise-architecture, in its broader sense, beyond IT alone.

Go back sixty years or so, to the first beginnings of mainframes and ‘big computing’. Watch the hype-cycle at work: slow adoption, then a huge take-off in ‘data-processing’ (we didn’t get round to calling it IT until quite a bit later). It will solve every business problem! Control the world! Unlimited information on tap, right here, right now! Except it wasn’t quite as simple as that… turns out it was a lot of work to get standards happening (COBOL, the IBM-360 architecture, and so on), and then all the boring stuff about requirements, governance, maintenance, data-cleansing, service-management…

Twenty years later, it’s the mini-computer boom. It will solve every business problem! Now even medium-sized businesses can control the world! Unlimited information on tap, right here, right now! Except that it wasn’t quite as simple as that… turns out it was a lot of work to get standards happening (the C language, the Digital PDP-series architecture, and so on), and then all the boring stuff about requirements, governance, maintenance, data-cleansing, service-management…

Ten years later, we get the microcomputer revolution. It will solve every business problem! Now you too can control the world, right here on your desktop! Unlimited information on tap, right here, right now! Except it wasn’t quite as simple as that… turns out it was a lot of work to get standards happening (disk-formats, file-formats, data-architectures, the IBM-PC architecture, and so on), and then all the boring stuff about requirements, maintenance, data-cleansing, service-management…

Yup, you’ll be seeing the pattern here. The exact same sequence applied to the rise of the internet ten years later, the web five years after that (with a merry little hiatus called the Dot.Com.Bomb), the rise of cloud over the past few years, and now the rise of Hinchcliffe’s mobile IT or ‘CoIT’. In every case, there’s the same wild hype, the initial push from outside the IT-department (as ’shadow IT’) which gets the basic idea going to point where it’s usable.

(And to be fair, if that push hadn’t happened, those new developments would probably never have been usable: as Hinchcliffe implies, it’s actually quite rare that innovations arises from within the IT department itself. Because that isn’t it’s job: IT’s real job, unfortunately, is to tidy up the mess that will inevitably follow…)

In every case we see the same exuberance… then the slowly-dawning awareness that it isn’t quite as simple as that. It turns out that there’s a lot of work that’s needed in order to get standards happening – otherwise the new ‘revolution’ turns out to be something that can’t be shared, which means that the whole thing fizzles out quite quickly because we need that sharing to happen. We need clear standards for hardware, software, data-architectures, information-architectures, interchange protocols and much more besides. We need distinct disciplines around requirements, governance, maintenance, data-cleansing, quality-management, service-management and a whole swathe of other areas. And all of those, it’s now clear, need to allow for customisation, agility, security, versatility, adaptability, resilience and the like – none of which are easy to balance with conventional ‘control’-style disciplines.

So here I am, looking at the rise of Hinchcliffe’s ‘CoIT’ – particularly cloud-computing and mobile-apps. And what I’m seeing is an architectural disaster waiting to happen, if not unfolding right before our eyes:

  • security – where is it? does it exist at all? (I’ve seen lots of hype and promises, but not much reality as yet)
  • file-formats – half the iPad apps I’ve seen seem to embed their data actually within the app itself – they don’t even have a file-format other than perhaps plain-text or unstructured PDF
  • interchange-formats -if they have a file-format at all,  most of the apps seem to rely on unpublished proprietary file-structures with no means to enable exchange between different apps, whilst cloud-providers will often deliberately make it difficult to exchange, so as to enforce ‘lock-in’
  • escrow – information-lifetimes range between seconds and decades – yet no-one seems to be thinking beyond a year or more at most, and no-one at all seems to be planning for what happens when a cloud-provider or app-provider goes bust – which they will, often (over the long-term at least), and often very expensively
  • system-standards – where are they? do they exist at all? – we seem to back in the worst days of early microcomputing, where just about every man-and-his-dog-in-a-garage could and did create an entirely different architecture for everything, often intentionally incompatible with everything else

I could go on… and on… and on… there’s no shortage of other nightmare-level architectural risk-factors that aren’t being addressed at all. Other than by the much-maligned IT-department, that is (who unfortunately tend to be able to see only the IT-related risks, which represent only a relatively small proportion of the whole); or by the few enterprise-architects who actually do think about whole-of-enterprise scope (and who are mostly derided, by the hype-merchants and their ilk, as doomsayers who’ve lost the plot). Not funny… Oh well…

Yes, it’s true that the excitement (or the oft-forlorn hope that it will finally be better this time?) is what gets people going to create new ideas; so yes, the exuberance does matter. Hence, in turn, I suppose, the hype does matter too. And safe-fail experiments are also always a good idea, because they show us where things will break but without causing much damage in the process. ‘Safe-fail’ can get quite extreme, too: for example, think of the buildings in a fireworks-factory, with very solid walls, very lightweight roofs – because when you know there’s a high risk that things can go badly wrong, you can indeed design for that fact. Yet there are also many types of structures that we can’t allow to fail: anyone who’s lived through a major earthquake or major storm-event will know that fact firsthand… Architecturally we need to be able to tell the difference between those two extremes, and design accordingly.

Yet that’s exactly what’s not happening here with cloud or CoIT: architecture of any valid kind, it seems, has all but been abandoned in the usual wild rush towards The Next Best Thing… So might it not be wise to take a brief pause for thought at this point, before we rush headlong into yet another insanely-expensive IT-disaster? Or is that too much to ask of anyone whilst the hype is in full flow?

Context-space mapping: a bit of history

July 13th, 2010 7 comments

History seems to be all in vogue in Cynefin circles at present. On one side, for example, there’s Cynthia Kurtz – the too-often-unacknowledged co-creator of Cynefin, and originator of some of its key concepts such as the crucial distinctions between ‘order’ and ‘unorder’ – who’s recently written some truly excellent posts on her past involvement with Cynefin and her subsequent development of those ideas into her current Confluence model. Very strongly recommended.

On another side, Dave Snowden has been busily documenting his own ‘history of Cynefin’, in a series of blog-posts with that title. In Part 4, for example, I’m very glad to see that he does indeed describe Cynthia’s crucial role in the development of Cynefin. And in Part 5, bizarrely, he uses my own work on context-space mapping – uncredited, unacknowledged, and, of course, completely out of context – as his sole example of an ‘illegitimate approach’ to usage of Cynefin concepts. I suppose I ought to be flattered at this singular censure, though to use Dave’s own words, “I don’t know whether to laugh or cry” at this, because all it really demonstrates is his continuing inability to get the point. Oh well…

(Unlike Dave, I’ve never laid claim to the mantle of ’scientist’. I’m a toolmaker, a creator of conceptual tools: my real field is metamethodology, the methodologies for creating methodologies to create context-specific methods like those in Cynefin – and although there’s always a large theoretical component to that work, the core focus is always on practice, not theory. In a classic Two Cultures sense, might the real problem here be that we’re operating in different metaphoric ‘worlds’? No matter: it is what it is (or isn’t), and that’s that.)

The point that Dave seems to be missing is that he’s still using entirely the wrong criteria to assess what context-space mapping is all about. None of it is about ‘truth’ in the formal scientific sense: it’s much more about ‘mashups’, about the quest for something useful, that has value in a given context – which is a fundamentally different concern. To use one example he so pointedly dismisses in his ‘History’, if we were to merge the Cynefin categorisation with the classic ‘data, information, knowledge, wisdom’ stack, and claim that it was somehow ‘true’, that would make indeed no sense at all: if I’d actually done that, Dave’s critique about ‘illegitimacy’ would indeed be valid. But the whole point here is that in context-space mapping and many other related techniques – such as the venerable SWOT – we intentionally create crossmaps with  nominal-’mismatches’ of that type, and use the resultant cognitive-dissonance to trigger new ways of looking at a context. Mistaken notions of ‘truth’ or ‘legitimacy’ simply get in the way of this process: the legitimacy is determined from the discipline and precision of process, not from an ultimately-arbitrary ’scientific lineage’.

It’s possible to argue that I continued to associate what’s now context-space mapping with Cynefin for a little while too long – a month or two, perhaps – beyond the point where it had become probable that their paths had diverged too much to make sense. It’s a common enough mistake, though, and perhaps a less reprehensible one than simply renaming someone else’s work as one’s own, without any actual difference in model. (Is acknowledging influence a greater ’scientific crime’ than denying it? – I honestly don’t know.)

There’s also the blunt reality that every ‘new’ model is sort-of ‘illegitimate’ – Cynefin included, as Dave makes clear in his history – in the sense that it’s a kind of ‘bastard child’ of many different ideas coming together in unexpected ways. For context-space mapping, I’ll freely admit that the overall method and model each have many different ‘parents’, some of which I’ve long since forgotten and some I may never even have known. Yet that’s true for the work of most of us, I’m sure.

So in the current spirit of exploring the history of our respective models, I’ll point to a key influence behind context-space mapping, which came up in several different forms, most of them predating my involvement in Cynefin by several decades.

Read more…

Tackling uniqueness in enterprise-architectures

June 3rd, 2010 4 comments

There’s a core theme that reaches right to the heart of every enterprise-architecture: what is the appropriate tradeoff between sameness versus uniqueness?

The classic Taylorist solution has been to emphasise extreme sameness: to force everything – and everyone – to be the same, because it keeps things simple, controllable and easily replicable. But we now know that it’s too simple to work well with the real complexities of the real world. In fact it only ‘works’ as long as we can maintain the delusion that it does work: and whenever it fails – which eventually it always does – there’s a tendency to collapse into complete chaos. Which is not much of a ’solution’ at all.

Yet to focus only on uniqueness all but takes us back to a pre-industrial age where everything is custom-made, everything is different, nothing is actually designed to work with anything else, there are no possible economies of scale, and no certain means to communicate with each other – all of which would seem to be the antithesis of architecture. Which is likewise not a good idea.

Clearly there is an architectural tradeoff there: and hence we need something – some conceptual framework – to help us tackle it.

For at least the past half-decade, and probably longer – see, for example, Andrew Johnston’s 2005 article ‘Architects: Masters of Order and Unorder?‘ – enterprise-architects have turned to Kurtz & Snowden’s Cynefin framework for help on this. For many of us, the Cynefin categorisation of Simple [aka 'Known'], Complicated [aka 'Knowable'], Complex and Chaotic has proven extremely valuable, such as for identifying structural themes and potential problems in conceptual misalignment. One example of the latter, as Dave Snowden has also often pointed out, is the misuse of Simple-domain techniques such as Six Sigma: by definition, these depend on very high degrees of repeatability – literally millions of identical events, in Six Sigma’s case – yet there are frequent attempts to apply them in contexts that have little or no repeatability (‘Complex’ or ‘Chaotic’ respectively, in Cynefin terms), which makes no sense at all.

Beyond that basic categorisation, though, attempting to use Cynefin in enterprise-architecture can itself be problematic, particularly where we need to tackle inherent uniqueness. The explicit focus of Cynefin, and Snowden’s Cognitive Edge consultancy, is the application of techniques derived from complexity-science to inherently-complex areas such as policy. (Which, from a cross-map of Cynefin to the ISO9000 quality-standard ’stack’, is exactly what we should expect: ‘Complex’ maps to the ISO9000 ‘Policy’ layer, in the same way that ‘Simple’ maps to ISO9000’s ‘Work Instruction’.) Yet whilst Cynefin uses the sciences to tackle complexity, what we also need in enterprise-architecture is some means to use complexity to tackle ‘chaotic’ uniqueness – which is not the same at all. Therein lie some serious problems – and some potentially-serious mistakes – if we try to re-use Cynefin concepts in contexts for which it was not designed.

I’ll admit that I’ve probably made some of those mistakes myself. Over the past couple of years I’ve written a number of articles on Cynefin on enterprise-architectures, which made a lot of practical sense to many people, but unfortunately also led to some extremely unpleasant arguments that I have no wish to revisit. What’s become clear to me over the past few months is that the beguiling simplicity of the Cynefin categorisation can blind us to the fact that although its descriptions of the Complex and Complicated domains are essentially the same as we would use for context-space mapping in enterprise-architectures, its definitions and usage of the Chaotic and Simple domains are fundamentally different to those that are needed to tackle uniqueness and sameness in architecture. It’s like comparing a cross-head screwdriver with a flat-head one: at a cursory glance they may seem to be the same, and it’s clear that they are related in the sense that they have similar functions – but in practice they’re not interchangeable, and trying to use them as such will cause a lot of frustration and possibly a lot of damage too. Not a good idea.

So I’d like here to explore what aspects of Cynefin can be used in enterprise-architectures, how and why and where it should not be used, and what we could use as an alternative in those contexts. [I perhaps need to emphasise here that this is not a critique about Cynefin itself, but solely about certain (mis-)uses of Cynefin in enterprise-architecture.]

This again will need to be quite long – apologies – but at least this time there’ll be a fair number of diagrams to break the verbiage into more manageable chunks. :-)

Read more…

Context-space mapping and enterprise-architecture

March 4th, 2010 11 comments

(This series of posts explores a concept of ‘problem-space’ versus ’solution-space’ which in part demonstrates alternative uses and interpretations of the Simple / Complicated / Complex / Chaotic categorisation originally described in the Cynefin diagram. It must be emphasised that this is not about the Cynefin Framework; for details on Cynefin, please contact Cognitive Edge.)

This post represents yet another attempt to describe certain fundamental differences in approach from twf (aka ‘That Welsh Framework‘ – so-called because we’re no longer allowed to use its official name at all) and to find an alternative term that might reduce the ongoing friction in that quarter.

To do this, we need to go right back to first-principles: the core concept of context-space, which eventually leads us to context-space mapping.

(Another long-ish post: more after the ‘Read more…’ link.)

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More on meta-methodology (‘Beyond-Cynefin’ series)

March 1st, 2010 5 comments

(This series of posts explores alternate uses of the Simple/ Complicated / Complex / Chaotic categorisation originally described in the Cynefin diagram. This discussion is not about the formal Cynefin Framework; for details on the Cynefin framework proper, please contact Cognitive Edge. The term ‘beyond-Cynefin’ is solely a placeholder to indicate this separation of concerns.)

Back to theory again – apologies… – following on from comments on the previous posts, especially ‘On meta-methodology‘.

The aim of this post is to try to create a bit more clarity around the notion of ‘problem-space’ versus ’solution-space’. To do this, I’ll draw on a variety of sources, ranging from dowsing to enterprise-architecture, Sigurd Rinde’s work on ‘barely-repeatable processes’, activity/response-models such as OODA and PDCA, and much more besides.

Will again be long, hence more after the ‘Read more…’ link.

Read more…

And more ‘Cynefin-like’ cross-maps (‘Beyond-Cynefin’ series)

February 28th, 2010 2 comments

(This is part of an ongoing series that explores alternate uses of a generic conceptual categorisation originally described in the well-known Cynefin diagram. This discussion is not about the formal Cynefin Framework; for details on the definition and use of the Cynefin framework proper, please contact Dave Snowden at Cognitive Edge. The term ‘beyond-Cynefin’ is here used solely as a placeholder to indicate this separation of interests.)

Here’s another collection of ‘Cynefin-like’ cross-maps that I’ve found useful for sensemaking in enterprise-architecture and related work:

  • ISO-9000 quality-model
  • Skill-levels
  • Automated versus manual processes
  • Asset-types
  • Data, information, knowledge, wisdom

More details after the ‘Read more…’ link.

Read more…

More ‘Cynefin-like’ cross-maps (‘Beyond-Cynefin’ series)

February 26th, 2010 2 comments

(This is part of an ongoing series that explores alternate uses of a generic conceptual categorisation originally described in the well-known Cynefin diagram. This discussion is not about the formal Cynefin Framework; for details on the definition and use of the Cynefin framework proper, please contact Dave Snowden at Cognitive Edge. The term ‘beyond-Cynefin’ is here used solely as a placeholder to indicate this separation of interests.)

Another collection of ‘Cynefin-like’ cross-maps that I’ve found useful in various aspects of my enterprise-architecture work:

  • Repeatability and ‘truth’
  • Marketing versus sales
  • The ‘Plan / Do / Check / Act’ cycle

More details after the ‘Read more…’ link.

Read more…