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.

Posted in Uncategorized | Tagged , , , , , | Leave a comment

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.

     

Posted in Uncategorized | Tagged , , , , , | Leave a comment

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.

  

Posted in Uncategorized | Tagged , , , , , | Leave a comment

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:

 

Posted in Uncategorized | Tagged , , , , , | Leave a comment

MappIT 2.3 Released!

Today we have release a minor update of MappIT.

To download and install the software click here!

Posted in Uncategorized | Tagged , , , , , | Leave a comment

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.

 

Posted in Uncategorized | Tagged , , , , | Leave a comment

MappIT in action – How to map and design an IT Spending and Sourcing strategy for IT

In the last tutorials we have shown how to map the IT Organization in terms of OUs, people and their related skills.

Now we would like to focus more on the IT Operational model (which are the activities performed in the IT department), on IT Spending (where the IT Organization allocate its money on the previously defined activities) and Sourcing (what is the allocation of internal and external people on the previously defined activities).

In MappIT all these activities are performed through the IT Activity form:


Using this form you can define exactly which are the activities performed in you IT Organization; for each of these activities you can define some basic attributes like:

  • Name
  • Type
  • Level of continuity (or criticality) required for this activity
  • IT Department allocated to this activity

Some of these activities are Modules and Initiative independent, but in some cases they are related to a specific Module and/or Initiative, in this case you can also link the activity to that IT landscape components.

After completing the first IT Activity definition you can start allocating your resources (internal people and external spending) to this activities.

For doing this first of all you should select the Budget Version you want to work on; then you can start adding new Budget items to the activity adding new rows to the Spending section.


In alternative you can copy&paste budget items form excel to MappIT Spending Allocation grid and Supplier Grid.


For each of this budget items you should provide the following information:

  • Name
  • Budget Code (a code that refer to you internal ERP or G/L code structure)
  • Budget version (if you want to keep different versions/forecast of you budget, for example by Quarter)
  • IT activity (to which this budget item refer to)
  • Type of Expenditure (Capex or OPex)
  • Cost type (Hardware, Software, Professional Services…)
  • Supplier
  • Value (the exact amount of money related to this budget item)

Based on this Value and on the Average Supplier fee the system can evaluate the estimation of external FTEs allocated to each activity. For the internal activity instead you can directly allocate their effort using another MappIT tab:


Through this tab you can define the % of a person is allocated to each activity; and for each of this allocation you can also define which specific skill role should be used for this activity.

Again, this activity can be also managed massively through cut&paste from Excel to the Internal Allocation grid:



Based on this information now you can analyse your operational model in terms of:

  • Current percentage of FTEs for each activity
  • Current Insourcing Percentage (% Internal vs. Total FTEs)
  • Current Average Supplier Fee

The last part of this activity is the estimation of the Target Sourcing Model; this can be done using the “Current and target Operative Model” tab.


From this tab you can see for each activity what is the current sourcing model and some key information related to this activity:

  • Modules Maturity
  • Module Business relevance
  • Module Business Criticality
  • Initiative Priority
  • Initiative expected Impacts

Based on these information you can define some key sourcing attributes that can help in defining what is the right target sourcing model; this attributes are:

  • Lifecycle maturity stage of the activity (mainly related to Module Maturity)
  • Level of governance that you want on the activity (mainly related to Business Relevance and criticality and Initiative Priority)
  • Level of expected increase/decrease FTEs value (mainly based on Initiative Impact estimation)
  • Level of expected competence expected for the activity

When all this value have been set the system calculate the Target reference sourcing model for this activity and the exact values of internal and external FTEs and the expected change in Supplier Fee and related Budget.

I will describe in more details later how the Target Reference Sourcing model is evaluated.

Stay tuned

Posted in Uncategorized | Tagged , , , , , | 1 Comment