Questions for the Upcoming Platform 3.0™ Tweet Jam

By Patty Donovan, The Open Group Last week, we announced our upcoming tweet jam on Thursday, June 6 at 9:00 a.m. PT/12:00 p.m. ET/5:00 p.m. BST, which will examine how convergent technologies such as Big Data, Social, Mobile and The Internet of … Continue reading →

Repeat Day 2013: Old data governance methods don’t work. Stop repeating yourself.

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By: Ben Geller, VP Marketing, Troux

While most celebrate National Repeat Day by doing the things they enjoy over and over, I got to thinking about all the things in life we consistently repeat for lack of information and understanding of what is truly necessary. “Shampoo. Rinse. Repeat.” comes to mind as a once widely accepted directive developed by shampoo companies, which has now been  exposed as a damaging daily routine.describe the image

Here at Troux, we often work with customers that have found themselves repeating past sins
when it comes to formulating IT strategy and gaining visibility over IT asset’s spread across an enterprise. When the task of collecting data about applications, technology, projects and information is performed, the data often ends up in a spreadsheet and, at the rate that business and technology move today, the data is outdated the moment it is saved. Without real-time visibility across all the business functions, it’s impossible to accurately determine whether initiatives, processes and assets are duplicated, still relevant or operate in an efficient manner.

One time snap shots of the as-is state and disconnected strategic planning processes, often based on static collections of Excel, Visio, and PowerPoint documents, are no longer sufficient (not to mention the recent study revealing 88 percent of Excel documents contain mistakes). Lack of real time information and a management practice prone to errors can lead to highly involved decisions and processes that have no impact on the business, or worse, cost the business a great deal of money and resources.

The up side is there are solutions available that enable organizations to understand and optimize the connected set of portfolios that characterize an enterprise: goals and strategy, business architecture, applications, technology, information and investments. A clear view and scientific analysis across all of these portfolios sets up your organization for wise decision making and efficient processes, no repeat necessary. Now you can free up some time to repeat that trip to the ice cream shop or take another spin around the lake.

See how some of our Troux customers broke the repeat cycle here.

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An Integrated Electronic Health Record Needs Enterprise Architecture for Communicating …

A lot of activity and progress is underway around the world right now, and has been for some time, regarding integrating and sharing health data for healthcare management and delivery purposes. Many standards, reference models and authorities have arisen to guide implementation and use of IT for these purposes, for example health information exchange standards driven by the Office of the National Coordinator for Health Information Technology (ONC – http://www.healthit.gov/).  Many very new and modern health IT capabilities and products are available now, alongside systems and data that may have been first created over 30 years ago (particularly in the Federal Government).

In the media and within procurement activity, the swirl of misused phrases and definitions isn’t clarifying many approaches.  Records vs. Data vs. Information. Interoperability vs. Integration. Standards vs. Policies. Systems vs. Software vs. Products or Solutions. COTS vs. Services vs. Modules vs. Applications. Open Source vs. Open Standards. Modern vs. Legacy vs. Current.

In Enterprise Architecture (EA) terms, the messages regarding Integrated Healthcare IT requirements aren’t commonly being presented at a consistent level of abstraction, according to a consistent architecture model and vocabulary. As well, the audience or consumers of this information aren’t being addressed in ways most impactful to their specific needs and concerns.

What are the audience concerns?  IT system owners need to maintain data security and system performance, within technology and investment constraints. Doctors need consistent, instant, reliable and comprehensive visualization of data and the point of care. Government oversight bodies need recurring validation that money is spent wisely and results meet both mission and legislative requirements. Veterans, soldiers and their families need absolutely private, accurate, real-time information about their healthcare status – wherever they are. The pharmaceutical and medical device industries need timely, useful data regarding outcomes and utilization – to drive product improvement and cost-effectiveness. Hospitals, clinics and transport services need utilization and clinical workflow measurements to manage personnel and equipment resources.

The highest separation of concerns can be segmented by standard Enterprise Architecture domains or “views”.  A very generic, traditional model is the “BAIT” model – i.e. Business, Application, Information and Technology. Note that this is very similar to the widely-known “ISO Reference Model for Open Distributed Processing” (RM-ODP) Viewpoints – which underpin evolving healthcare standards including the “HL7 Services Aware Interoperability Framework” (SAIF).

The “Business Domain” encompasses the discussion about business processes, financials, resources and logistics, organization and roles.  Who does what, under what circumstances or authority, and how outcomes are evaluated and purchased.  The business drivers and enablers of successful healthcare delivery, one might say.  

The “Application Domain” concerns automating the “practice of healthcare”. Automated systems (and their user interfaces) are very helpful in planning, monitoring and managing the workflow, resources and facility environments, and of course processing data for clinical care, surveillance and health data management and reporting purposes. This is where healthcare expertise is codified in software and device configurations, where medical intelligence and knowledge meets computer-enabled automation. This domain is the chief concern of clinical practitioners and patients – where they can most helpfully provide requirements and evaluate results.  Software that’s built to process healthcare data comes in many shapes and sizes, can be owned or rented, are proprietary or completely transparent.

The “Information Domain” is in essence the “fuel” for the Application Domain.  Healthcare practitioners and patients care that this fuel is reliable, protected and of the highest quality – but aren’t too invested in how this is achieved, beyond required or trained procedures.  It’s like filling the car with gas – there’s some choice and control, but fundamentally a lot of trust that the gas will do the job.  For those whose concern is actually delivering gas – from undersea oil deposits all the way to the pump – this domain is an industry unto itself. Likewise, collecting, repurposing, sharing, analyzing information about patient and provider healthcare status is a required platform on which successful healthcare user applications and interfaces are built. This is what “Chief Medical Information Officers” are concerned with, as are “Medical Informatics Professionals”. They are also concerned with the difference between healthcare “records”, “archives” and “information” – but that’s a discussion for another day.

It is critical to note that “Information” is composed of data; core or “raw” data is packaged, assembled, standardized, illustrated, modeled and summarized as information more easily consumed and understood by users. Pictures, sound bites and brief notes taken by an officer at an accident scene are data (as are “Big Data” signals from public social media and traffic sensors); the information packages include the accident report, the newspaper article, the insurance claim and the emergency room evaluation.  These days, with the proliferation of data-generating devices and sensors, along with the rapid data replication and distribution channels available over the Internet, the “Data Domain” itself can be a nearly independent concern of some – providing the raw fuel to the information fire, oil for refined gas.

The “Technology Domain” is essentially all of the electronic computing and data storage elements needed to manage data and resulting information, operate software and deliver the software results to user interfaces (like browsers, video screens, medical devices).  Things like servers, mobile phones, physical sensors, telecommunications networks, storage repositories – this includes the machine-specific software embedded into medical equipment.

Sidebar: Data Domain Standards

Quite a bit of work and investment is required to collect, filter, store, protect and make available raw data across the clinical care lifecycle, in order that the right kind of information is then available to be utilized by users or software. Most importantly, reusable, open standards and Reference Implementation Models (RIMs) concerned with the Data Management domain are foundation requirements for any effective healthcare information system that participates in the global healthcare ecosystem.

A RIM is basically working software or implementation patterns for testing and confirming compliance with standards, thereby promoting creation of software products that incorporate and maintain the standards.  It’s a reusable, implementable, working set of code with documentation – focused on a common concern, decoupled from implementation policies or constraints. RIMs are useful for facilitating standards adoption across collaborative software development communities at every layer of the Enterprise Architecture.

For example, a data-domain RIM developed several years ago by Oracle Health Sciences (in a clinical research setting) focused on maintaining role-based access security requirements when two existing sets of research and patient care data were merged for querying.  The design of the single RIM merged the HL7 Clinical Research Model (BRIDG) with an HL7 EHR Model (Care Record) to support a working proof-of-concept – that others could adopt as relevant.  The “concern” here was data security – separate from the information and application-level concerns of enabling multi-repository information visualization methods for researchers.

The point of this discussion on EA-driven separation of concerns is illustrated as follows. When a spokesman (or RFP author) says “the system will be interoperable” – it’s likely that by “system” the meaning is some segment of the “Application Domain” being able to exchange objects from the “Information Domain”.  Instead, a better phrase might be “the software application will be able to share standardized healthcare information with other applications”. This keeps the principle discussion at the application and information-sharing software level, and doesn’t make detailed assumptions or predictions regarding concerns in the Business, Data or Technology Domains.  Those are different, but related discussions, and may already be addressed by reusable, standard offerings, RIMs or acquisition strategies.   

Taking this approach to broadly interpret the recent announcement that the DoD will seek a competitive procurement for “Healthcare Management Software Modernization” – it appears the focus of this need is the Application Domain – i.e. software packages and/or services that generate and use healthcare information while managing healthcare processes and interactions.

To support these new software application features, separate but related activity is required to address “modernization” concerns among the other EA domains – concerns relating to datacenter infrastructure, data management and security services, end-user devices and interfaces, etc.  Some of this activity may not be dedicated to healthcare management, but be shared and supported for enterprise use, for other missions. That’s why use of a current, relevant EA frameworks (such as DODAF v2.02 and the OMB “Common Approach” ) is so important, managing shared capabilities and investments.   

Using standard EA viewpoints to separate concerns will also expose reuse opportunities (and possibly consolidate or reduce acquisition needs), i.e. leveraging existing  investments that are practical enablers. Some examples might include the developing iEHR health record structured message translation and sharing services, plus HHS/ONC initiatives including Health Information Exchange Networks and the “VA Blue Button” personal health record service.   

An Integrated Electronic Health Record Needs Enterprise Architecture for Communicating Separation of Concerns

Achieving true progress in creating integrated AND interoperable electronic healthcare management and information systems is very much a real-world, current-day Enterprise Architecture (EA) challenge – and it starts with “separating the business and technical concerns” using standardized EA methods, vocabularies and reusable assets. The manner in which the challenges are communicated, in particular, would benefit all stakeholders and acquisition managers. 

Tactical Thinking – The Good, the Bad, the Ugly

Tactical thinking is characterized by making in-the-moment decisions without regard to the overall strategic plan. Most often, this occurs because demands of the day overwhelm the needs of the future requiring a temporary shift in prioritization. This happens in every organization on a daily basis. The key word here is “temporary”. A critical success factor […]

Social BPM and Smart Process Apps Are Improving Productivity for All Process Participants

OT: OpenText recently contributed a chapter “How Social Technologies Enhance the BPM Experience for all Participants” to the book “Social BPM: Work, Planning and Collaboration Under the Impact of Social Technology”. What prompted OpenText to write about Social BPM?

DW: We are excited about exploring the technology and usage models found in social applications and the results that can be achieved by mapping them to the unique characteristics, diverse participants and emerging opportunities in Business Process Management (BPM).

Related posts:

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  2. OpenText Smart Process Applications: At the Intersection of Social Street and Core Systems Ave Last week, I helped kick off OpenText’s EIM Days in…
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How difficult should it be?

The basics of a team structure to drive from continuos customer dialog to delivery of result. The Need Team Someone submits an idea for review (basically a change request from anyone) The team reviews the idea and assigns it a status Inform the other teams of relevant status constantly Inform the stakeholders (don’t forget the […]

A practical set of EA deliverables

A question on LinkedIn recently reminded me that, as the team leader for Segment Architecture in my former EA team, I was accountable for identifying a core set of deliverables for the team.  The idea was that we could focus on defining standard formats and contents for these deliverables and, in doing so, we could start to measure both our output and our quality.

We only created  pre-canned templates for a few of them.  This is partly because the team was not mature enough in its practices to get consistency, and partly because Enterprise Architecture itself is not mature, or accepted, enough to have stakeholders that would notice if our deliverables meet an objective standard.  Also this list is not intended to be comprehensive.  The goal was to describe deliverables where it may possibly make sense to go for some level of consistency.  Any EA could (and often did) create deliverables that were not on the list.

Perhaps it is time to share what we came up with. 

Note that this list is the result of a single team doing its work, and is not representative of any “standards” effort across other EA groups.  That said, I stand beside this list.  I think it is a useful start.  Note that many are technical in nature.  I did not, in making this list, differentiate between BA and EITA deliverables.  So if you are someone who believes that EA = BA + EITA, then you will see both sets of deliverables, intermixed, in the list below.  If you are someone offended by the inclusion of technical architecture deliverables in an EA list… tough.  I was working with reality.

Deliverable name

Why create it

Description

Architectural Point of View (or Technical Policy)

Provide clear input to Business or IT leadership on issues relevant to Enterprise Architecture

Short document describing a problem that requires attention and the opinion of EA for solving it.

Architectural Reference Model (or Architectural Pattern)

Provide clear input to IT project SMEs on optimal or preferable design options

Short document describing a set of concerns and a proven approach for addressing them

<Segment> Current State Model and Analysis

To demonstrate and communicate challenges inherent in current processes / systems / information

A collection of architectural models, including a context model, process models, and information models, as understood to currently exist , plus an analysis of issues and risks

<segment> Future State Vision and Model

To demonstrate the design of the future processes / systems / information needed by strategic intent.

A collection of architectural models that reflect a specific set of engineered changes

Governance Model and Analysis

Clarify roles and responsibilities and decision making processes for planning and oversight of initiatives

Process model, description of roles and responsibilities, and description of deliverables needed for planning, oversight and governance, along with implementation ROI and plans

M&A Business Case & Analysis

To provide a rationale for the acquisition of a company for the purpose of improving operational effectiveness. (M&A)

The document contains rationale including Competitive Analysis, SWOT / Twos analysis, and Strategic Alternatives Analysis

System Integration Recommendations  Document

To set a vision for how key processes and systems shall be integrated into enterprise infrastructure (primarily M&A)

End to End business scenarios, Process and System Integration points, Risks and Issues for each integration concern, and an analysis of alternatives and recommendations

Value chain and operating model analysis

To clearly address gaps and strategic requirements for integrating or divesting a set of processes and/or systems (primarily M&A)

Target value chain and operating model for post-M&A future state. Mappings of key processes to or from the enterprise core diagram, and analysis of changes with the intent of composing key initiatives.

Enterprise Core Diagram

To clearly declare the processes and systems that are NOT core to the operations of the enterprise

A list of systems and processes mapped grouped into “ecosystems” that are clearly indicated as “core” and “edge” with analysis of governance

EARB Engagement Package

To demonstrate project level architectural quality to the EA Review Board

A pre-defined collection of project architectural models and artifacts.

Capability Model and Assessment

Provide clear basis for data collection for a segment

List of capabilities for a segment with assessment of capability maturity, etc.

Capability Gap Analysis

Highlight underperforming capabilities to focus investment

Map of capabilities needed by strategies, highlighting those needed investment, and listing relative and absolute program spend against each

<segment> Roadmap (a.k.a. Transition Plan)

To clarify the scope, timing, and dependencies between initiatives needed to deliver on a strategy

List of proposed initiatives and dependencies between them to deliver on strategic intent

Strategy Map and/or Balanced Scorecard

To clarify the strategies, goals, and objectives of a segment and allow for measurement and alignment

Categorized strategies, measures, and metrics for a specific timeframe and business scope

<segment> Process Model and Analysis

To clarify and build consensus on the business processes (as-is or to-be), and as input to process improvement / measurement

Models of processes, activities, information assets and system interaction points , and an analysis of opportunities to improve.

Enterprise Scenario and Analysis

To get clarity on the experience of a key stakeholder (often a customer or partner)

Textual and diagrammatic description of an experience, often with analysis to indicate opportunities

<segment> Information Model and Analysis

To improve understanding of requirements and the rationalization of design

Well-constructed information model, at one or more well-defined levels of abstraction, covering all aspects of a segment, aligned with EDM, along with an analysis of risks and issues

Platform Assessment

Capture ability of an app or platform to meet strategic needs

Collection of measurements, attributes, and mappings to an app or platform

Proof of Concept (POC) delivery

To create a design that demonstrates, and proves, an approach for solving difficult issues

A software deliverable and an architectural reference model (see above)

Record of Architectural Tradeoffs

To clearly communicate the tradeoffs made by architects on the customer’s behalf

Textual description of architectural decisions and the implications for the owner of the process / tool

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