TUTORIAL: How to analyze MappIT information using EXTERNAL tools

Now that the data are available in MappIT you can start analyze it. The first way, and the very simple one is to use the internal tool offered by MappIT, the second way is to link the Bigtables from more powerful tools like Microsoft PowerPivot or TableaSoftware Public. Let’s see now the second approach, the other one has been described in a past tutorial.

  1. First of all go you have to download TableaSoftware and install it. There is a version named Public that you can use for free (http://www.tableausoftware.com/public/download)
  2. Now launch Tableau, you will see the homepage of the reporting software
  3. Click the Button “Open Data”

  4. Now you should select the type of data source, obviously you have to select MS Access

 

  1. Now select the MappIT Mde file (pay attention, you DO NOT have to select the backend MDB database file but the MDE frontend one).

  2. The Tableua allow you to select which table you want to analyze. You can decide to analyze a single table or multiple tables joining them. For our purpose we will select a single table. The only thing to be aware of is to select one table starting with prefix “BT_”. This are the Big Tables (basically views on many tables) in MappIT which contain a lot of information aggregated from different source tables. In this example we will select BT_Module table.

  3. Click “Ok” and that’s all. Now you can start analyze very deeply the data. On the left side of the screen you can see all your dimensions and measures coming from the data you have just inserted in MappIT.

  4. You can drag and drop them into the sheet and see the result. Now it is only a matter of knowing how to do it with TableaSoftware (I suggest to download the PDF manual or to see some online trainin material from this link: http://www.tableausoftware.com/public/training).
  5. You can obtain with a little effort results like these on your IT Modules:

  6. Or like this on your IT Infrastructure:

  7. Or like this on your IT Skills:

  8. Or like this on your IT Organization:

  9. Or like this on your Business Objectives:

  10. Or many others using the other big tables.

 

 

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TUTORIAL: How to analyze MappIT information using INTERNAL tools

Now that the data are available in MappIT you can start analyze it. The first way, and the very simple one is to use the internal tool offered by MappIT, the second way is to link the Bigtables from more powerful tools like Microsoft PowerPivot or TableaSoftware Public. Let’s start with the first approach, the other one will be described in a future tutorial.

  1. First of all go to the Analyze section clicking on the “Analyze” Tab.

  2. From here you can see all major entity and relationships that are defined in the MappIT model. If you want to analyze on of them just click on the related “Analyze” button near to them. In this case another tab will open containing the Pivot form related to this item (in the picture we click on the “IT Module”-related “Analyze” button.

  3. From this form you can build your graph, dropping dimensions and measures in the pivot chart areas (the one named as “Axis Title”, “Categories”, …).
  4. In order to display the fields you can use to toolbar available on the top of the form. From this toolbar you can do many task like:
  • Changing the type of graph
  • Display the field list
  • Filter the data
  • Display the legend
  • Order the data
  • ….

The final result could be something similar to this:

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TUTORIAL: How to import and export data from/to Excel in MappIT

You can easily move data back and forth from MappIT to Excel, this can be useful to export data in excel, manipulate and the import again in MappIT.

 

For doing this you must follow some simple steps.

  1. Goto Mappit and display the data in grid format. This can be done selecting a table from the tree view

Or clicking the button “Show Data in Grid” in one of the master forms

  1. The data are then displayed in a new Tab. From this tab you can select all the row (selecting the upper-left rectangle) or some of them. Then using CtrlC (Copy) you Copy the data.

 

  1. Then goto Excel and using CtrlV (Paste) you can paste data.

    

  1. Now you can add new rows or modifying the existing ones. When you are ready, you can Copy all your columns, except the first one (ID). Remember also to NOT copy the header rows.
  2. Then go back to MappIT, delete all previous rows (using Canc) and then select all the columns except the first one (ID). In case of Past error, close excel saving the clipboard before exit; t hen past on MappIT again.
  3. You can also paste a single or a set of selected tables; in this case select column values (without header) in excel:

  4. Then select the whole column in MappIT and paste.

Now all the data are there. Please note that in case of lookup field the data that you manipulate are the text values and not the related ID, this means that if one field describe, for example, the Type of Requirement with a list of Values (“Functional”, “Non Functional”) in the excel you should put one of the two strings “Functional” or “Non Functional”. If you make some errors in this lookup values during the import in MappIT this rows will be discarded.

 

 

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TUTORIAL: How to use the Process Map visualization tools in MappIT

This tutorial will explain very quickly how to use the visualization tools in MappIT.

  1. You need to select the “Tool” tab in MappIT

  1. From this screen you can select a wide set of tools. Now we will concentrate on the fourth tool named Process Map. This is a tool which organize the business processes in a set of Cards (one card will be a slide). In each card the attribute of a processes and the activities composing the process will be arranged in a graphical layout based on a template that should be prepared in power point before start generating the Process Map. The output is a set of slides in PowerPoint one for each process which looks like the following:

  2. Before starting we need to create a layout template in PowerPoint. For doing this open Microsoft PowerPoint and create a presentation made by 1 slide; then add shape, table and textbox as you want.

       

  3. Now you need to link some (is not required to link all of them) of this items to the Process and Activity attributes that you need to display. In order to do this you need to add text in the shape that you want to link using the following naming convention:
    1. Header_[Process attribute name]
    2. Detail_[Activity attribute name]

     

  4. Finally arrange the graphical style and layout of the template and save it.

     

  5. To start generating the Processes click on the button “Generate Process Map” and then select the PPT template that you have just created:

     

         
     

  6. Now if you click Next the PPT will be generated (the output will be generated in the same folder of the template with the same name followed by a “_Filled” suffix). This is the final result could be for example a Process Map like this:

  7. You can now open the PPT file and change the cards as you want for your presentation purposes.
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TUTORIAL: How to use the Network visualization tools in MappIT

This tutorial will explain very quickly how to use the visualization tools in MappIT.

  1. You need to select the “Tool” tab in MappIT


     
 

  1. From this screen you can select a wide set of tools. Now we will concentrate on the third tool named Network. This is a tool which organize 2 different type of Dataset that are related each other in a many to many relationship (e.g. Capability and Modules by level of support or Modules and Modules by interfaces) into a network of relationships. The output is a Visio diagram which looks like the following:


  2. To start generating the Cards click on the button “Generate Network” and then select the type of Network you want to display; currently 2 types has been setup, but you can add more relationship working on the configuration table:

     

  3. The select the folder where you want to save the Visio file::

       

  4. Then select the list of items belonging to the first dataset that you want to include in the network (e.g. the list of capabilities you want to display)

  5. Finally select the list of items belonging to the second dataset that you want to include in the network (e.g. the list of modules you want to display)

  6. Click Next and the Vision will be generated.

You can now open the VSD file and change the network as you want for your presentation purposes.

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TUTORIAL: How to use the Cards visualization tools in MappIT

This tutorial will explain very quickly how to use the visualization tools in MappIT.

  1. You need to select the “Tool” tab in MappIT


  1. From this screen you can select a wide set of tools. Now we will concentrate on the second tool named Card. This is a tool which organize a Dataset (could be for example a dataset of capabilities, modules, processes…) in a set of Cards (one card will be a slide). In each card the attribute of the dataset are arranged in a graphical layout based on a template that should be prepared in power point before start generating the Cards. The output is a set of slides in PowerPoint one for each item in the data set which looks like the following:


This could be used for example to create a set of Capability cards for a whole program or when you want to create a detailed card for each Project, Module, ….

  1. Before starting we need to create a layout template in PowerPoint. For doing this open Microsoft PowerPoint and create a presentation made by 1 slide; then add shape, table and textbox as you want.

     
     


  1. Now you need to link some (is not required to link all of them) of this items to the Capability attribute that you need to display. In order to do this you need to display the Selection Pane in PowerPoint, for doing this go to “Home” then click “Select” and the click on “Selection Pane…”.


  2. This will display the selection pane on the right


  3. If you want to link a shape to an attribute, you just click the shape and then edit the name of the shape. You must follow the following naming convention in order to assure to link properly:
    1. For a single text field, your prefix must be [FIELD] flowed by the name of the field that you want to link.
    2. For a master-detail table, you must define a first prefix [MASTER] followed by the field on the main table that represent the foreign key (e.g. Capability_ID), then the prefix [CHILD] followed by the query that will collect all data from the detail table (e.g. SELECT Name, Description, Complexity_Estimation from BDG_Impacts WHERE BDG_Impacts.ID_Capability=? Order by BDG_Impacts.Complexity_Estimation) . You can notice here a “?” in the query that describe where the master parameter (Capability_ID in our example) will be used to select the detailed record for this specific slide.
  4. Finally arrange the graphical style and layout of the template and save it.
  5. To start generating the Cards click on the button “Generate Cards” and then select the PPT template that you have just created:

     

  6. The select the object which represent the dataset to be visualized, you can select one of the BigTables (for example BT_APP_Capability):

     

         
     

  7. Now if you click Next the PPT will be generated (the output will be generated in the same folder of the template with the same name followed by a “_Filled” suffix). This is the final result could be for example a capability card…


    …or a project card….


  8. You can now open the PPT file and change the cards as you want for your presentation purposes.

     

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TUTORIAL: How to use the HeatMap visualization tools in MappIT

This tutorial will explain very quickly how to use the visualization tools in MappIT.

  1. You need to select the “Tool” tab in MappIT


 
 

  1. From this screen you can select a wide set of tools. Now we will concentrate on the first tool named Heatmap. This is a tool which organize a Dataset (could be for example a dataset of capabilities, modules, processes…) in vertical set of boxes grouped by another dimension (e.g. for modules could be the status or the maturity, for processes could be the process area…). The box could be also coloured using a colour in a range between 2 selected colour based on another dimension (e.g. for module could be the complexity). The output is a single slide in PowerPoint which looks like the following:

  1. To start click on the button “Generate HeatMap” and then select the folder when you want to generate the PPT:

     

  2. The select the object which represent the dataset to be visualized, you can select one of the BigTables (for example BT_APP_Capability):

     

     
     

  3. Clicking “Next” then you have to select which attributes do you want to use as a label for the boxes(e.g. Capability_Name)

     
     


     
     

  4. Clicking “Next” then you have to select how to group the boxes (e.g. by Capability_Status):

     
     


     
     

  5. The clicking “Next” you have to decide if you want to color the HeatMap with different colours based on another attribute

     
     


     
     

  6. If you click “No”, the PPT will be generated without colours; while if you click “Yes” MappIT ask which attribute do you want to use to generate range of colours in your heat map (e.g. Capability_Priority):

     
     


     
     

  7. Finally you have to select 2 colours that you want to use as an extreme range for colours:


     
     

  8. Now if you click Next the PPT will be generated with different colours based on Priority. This is the final result:


  9. You can now open the PPT file and change the map as you want for your presentation purposes.

  

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TUTORIAL: How to handle spare fields in MappIT

This tutorial will explain very quickly how to setup spare fields in MappIT.

Spare fields are generic fields that are available to each of the following main entities:

  • Business Objectives
  • Processes
  • Capabilities
  • Modules
  • Impacts
  • IT Activities
  • Infrastructure
  • IT Organization
  • Initiative

These fields are used in case you need to track additional information (up to 10 fields of text) about this entities which are not available out of the box in the standard MappIT schema.

In order to make these spare fields available you need to configure them.

First of all you need to open the Spare Fields configuration table:

 

Click on “Z_Configuration: Spare Fields” and a table will appear as a new tab in MappIT.

In this table, you have to add a new row for each spare field you want to show in a form to capture the information. This row should include the following information:

  • Name_of_SpareField: this is the caption/label that will appear in the form
  • Number_of_SpareField: this is the spare field that will be used
  • Form: this is the name of the form where you want to display the spare field.

When you have fill-up this 3 information and go to the related form you will notice a new Tab appearing in the form named “Other Information”:

 

This tab will display the spare fields accordingly to the configuration, and you can use it to capture the additional information that you need.

The spare fields will be however displayed as their standard name (Spare1, Spare2…Spare10) in the Big tables and in the Pivot Chart:

 

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MappIT 2.3 Released!

Today we have release a minor update of MappIT.

To download and install the software click here!

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MappIT 2.0 – A comprehensive view of your IT Architecture and Governance

Time is ready to make a full recap of the IT Architecture and IT Governance framework and conceptual model underlying MappIT; and then I will show which assessment and analysis scenario it can enable.

The MappIT Enterprise Architecture and Governance framework is split in two areas: Business and IT, where the Business Strategy (what the Company want to achieve) is in the top of the pyramid and is sustained by the Business Operational Model (how this strategy can be achieved through business organization and activities).

In order to run the Business Operational Model 4 IT pillars are required:

  • IT Architecture (systems and infrastructure)
  • IT Initiatives (project in place to implement or evolve systems and infrastructure)
  • IT Spending (staff and budget available to run the IT organization)
  • IT Operational Model (activities performed by IT department and allocation of IT resources to this activities)


For each of the six areas of the framework we have assigned a different colour as describe below:


The framework is then implemented using the following Conceptual model (entities and relationships between them):


This conceptual model enables many different scenarios; in the following table I will recap this scenarios and their link to more detailed tutorial, which explain in more details them.

IT Application Architecture Assessment
This scenario is typically the first step in an IT Governance or IT Architecture project, and is related to the discovery of the application architecture elements (including systems, modules, services, interface and data entities) and their relationships (which interfaces connect which applications, which entities are mastered in each module…) You can get a detailed description of this scenario here.
IT Infrastructure Architecture Assessment
This scenario is an optional one that you can use in project where an Infrastructure Assessment and mapping is required. This is typically useful for example in projects like Server Consolidation, Virtualization, Outsourcing and Data Center moving. In addition to map the application landscape, you may need here to map also the infrastructure devices (servers, network equipment, clients, telephone, tablets…) and their relationship with the applications (which server host which application) You can get a detailed description of this scenario here.
Business Context Analysis
This scenario is the starting point for discovering the Enterprise Business Architecture; it include collecting information about the Business Macro Context (for example refer to the PEST framework: Political, Environment, Social and Technological topics), the Market context (for example refer to the Porter Framework which include information about Suppliers, Customers, Competitors, New Entrants, …) and Company Context (Financial, Skills, Assets,…). It allow also to collect specific information about the Business Model which include Products portfolio, Customer segment, Channels. You can get a detailed description of this scenario here.
Business Operational Model Discovery
This scenario is the first bridge between Business and IT Architecture.. It allow to discovery the Operational model of the company in terms of its internal Organization and the in terms of Business Processes and Activities. These Processes and Activities can later be linked to the Module mapped in the Application assessment, in order to understand which application support which business processes You can get a detailed description of this scenario here.
Business Alignment Analysis
This scenario is the key Analysis used to identify which are the Business needs (in terms of Business Drivers, Objectives) starting from the Business Context and translating these needs into enabling Capabilities (the functionalities and detailed Requirement) that must be implemented and supported by IT systems; this is typically a TO BE Analysis. Considering the complexity of the business scenario, typically each Objective is related with a many to many relationship both with Drivers and Capabilities. This is called Alignment analysis because try to align the Business with the IT. You can get a detailed description of this scenario here.
Impact Analysis
This scenario is a typical analysis used to foresee which will be the impacts of implementing a subset of requirements belonging to a Capability identified during the Alignment analysis. The impact identified can be technical impacts (new, updated, decommissioned interface or module) and business ones (e.g. organization, skills and processes changes). Each impact is also linked to the specific asset impacted (module, interface, organization, process….) and an estimation of budget required to manage the impact is required. Finally the capabilities 8and so related impacts) are grouped together into implementation projects defining a roadmap for delivering the required business needs. You can get a detailed description of this scenario here.
Organization Assessment
This scenario is an IT Governance assessment aiming at identifying how the IT department is organized in terms of Organization Unit, Staff and related Skills. These skills can be collected through self-assessment from the IT people. You can get a detailed description of this scenario here.
IT Spending and Sourcing Review
This scenario is another IT Governance assessment aiming at identifying how the IT organization operate (which are the typical Activities that are performed) what are the resources available to perform these activities (external Budget and internal Staff) and how much of these resources are allocated to the activities. This review can highlight the mix and level both of sourcing and spending in each area of the IT organization and related to different modules and on-going projects. You can get a detailed description of this scenario here.
Shaping the IT Organization
This scenario is the design of the target Organizational and Operative model for an IT Department based on the current an expected level of resource available in the future (external budget and internal staff). This design try to allocate the available resources in the optimal way applying a reference operative model to the target activities based on the level of control, skills required and maturity of the application/project to be managed by the department. At the end of this analysis you will know the target sourcing and spending allocation and the impacts (the delta in terms of IT Staff and Budget required to implement the target scenario). You can get a detailed description of this scenario here
Skill Gap Analysis
This scenario is conceptually the last task of our long journey. Once you have shaped the new IT organization you need to evaluate also the impact of moving people to a different set of activity. This means that you have to define the roles and skills required to perform a specific activity and the evaluate the gap between the expected skills and the real skill that people have. This analysis can highlight areas of gaps to be covered through formal training and on-the-job activities, that in term of impact must also included in your analysis. You can get a detailed description of this scenario here.

 

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