Index

Note: Page numbers followed by f indicate figures, and t indicate tables.

A

Abstract metamodel 201–202
Access authorization 230–232, 231f
policies 240
role authorization requirements 239
Access control and security 105f, 109
Access locking 186–187
Access points, expanded number 210
Accountability 339
authenticity preservation of 225–226
compound documents 224–225
electronic documents 223–224
governing board 345–346
non-repudiation 222–226
Actions and constraints rules 
business policies and rules 178–182
consolidation of control 181
ecosystem conditions 180–181
regulation policies director 181–182
VDML 179–180
forms of rules 156–157
knowledge-based systems 157–160
logic programming rules 158–159
production rules 159–160
machine learning 160–161
applications of rules 161–178
configuration rules 171–172
data, model integrity rules 161–163
ecosystem alerts 177–178
event rules 163–165
governance 172–178
process flow control rules 165–170
product design 171–172
selection 170–171
service agreements level 177
time exceptions 177
Active governance 32 See also Governance
Activity data capture 
activity 80
deliverable flows 80
example for 79, 79f
method/process names 80
shared stores 80
VDML model 79
Activity network 36, 43–49, 43f, 58–59, 58f
activity 44–45, 44f
BPMN 124
business item 45–46, 46f
capability methods 116
delegation 48
deliverable flow 45
pool 48
scenarios 48f, 49
store 46–47, 46f
Adaptive and ad hoc collaboration support 148
Adaptive process 
case file 136
CMMN 131–140
ad hoc process modeling 141–142
case modeling challenges 136–140
notation of 133–136, 133–134f
primary graphic elements 133–135, 133f
graphical decorations 134f, 135–136
VDML 19
ad hoc processes 146
cooperative processes 146
medical diagnosis example 145, 145f
Ad hoc activities 5, 19
Ad hoc listeners 137
Ad hoc process 146
CMMN, modeling in 141–142
Administrative support organizations 323–326
finance and accounting 324–325
human resource management 324
procurement 325
Agile data architecture 
access locking 186–187
data compatibility 188–189
data encapsulation 185
data ownership 185
data sharing 186
export regulation 189
legacy systems 187
legal records 188
outsourcing 187–188
service unit groups 185–186
Agile enterprise 
advances in 3–6
BCM 18–21
business network 20–21
collaboration network 19–20
knowledge workers and managers 20
management hierarchy 20
scope of 19
business process automation 118
business rules 156, 178
CBA 15–18
capability mapping 16, 16f
shared capabilities 16–18, 17–18f
CSFs 32–34
active governance 32
moving forward 33–34
service management 33
technical infrastructure 33
value delivery business models 32–33
dashboard services 194–195
data warehouse 192
EAI 9
evolving Internet 12–13
Internet 9–10, 10f
knowledge management services 195–198
messaging infrastructure 205–206
process architecture characteristics 118–120
security risks of 210–211
service unit 183
task automation 7–8, 8f
VDM 13–23
business design hierarchy 13–15, 14f
business relationships 23–24
consolidations 26–27, 27t
divestitures 25–26
extended enterprise modeling 21–22
governance 29–30
innovation 24
mergers and acquisitions 24–25
new product/LOB planning 27–28
outsourcing 28–29
performance management and corrective action 23
regulatory compliance 30–31
shared future state 22–23
strategy validation 21
technology modernization 31–32
value optimization 22
web services and SOA 10–12, 11f
Agile enterprise leadership 
industry leadership 
agility, strategic planning 357
industry advances 357–358
regulations 358–359
standards 359–361
transformation 357
leadership impact 
analytics 350
capability management 352–355
case management 349–350
cloud 350
divestiture 352
governing board 343–346
internet of things 350
knowledge workers 355–357
mergers and acquisitions 351
mobile computing 349
outsourcing 351
top management 346–352
leadership levels 341–343, 342f
capability management 343
governing board 341–342
knowledge workers 343
top management 342–343
next generation standards 
business architecture support 362
culture modeling 368
data directory service 362–363
management dashboards 366
multiple vocabulary facility 365
performance monitoring 365–366
project management, CMMN 366–367
regulations, policies management 364–365
resource management, CMMN 366
risk modeling 364
role-based authorization 363
sense and respond directory 363–364
strate 361–362
VDML simulation 367–368
supports 
accountability 339
business models 335
information security 338–339
innovation 338
master data management 338
policies and regulations 340
risk management 340–341
sense and respond 336–338
transformation management 335–336
transparency 336
VDM 335
Agile organization structure 
enterprise transition 
level 1, explored 329–330
level 2, applied 329–330
level 3, modeled 330–331
level 4, measured 331–332
level 5, optimized 332
management hierarchy 315–329
administrative support organizations 323–326
business operations 327–328
executive staff 319–323
governing body support 316–319
interorganizational collaborations 328–329
service unit design principles 
consolidation of 310
group of 308–309
outsourcing of 314–315
replicated service units 314
scale of 306–308
separation factors 311–314
VDM perspective 
capability units 304–305
collaboration network 302–304
value streams 305–306
Agility 1, 65, 103, 152
cloud computing 112–113
value stream 71
Allee value network 58f, 61
Analytical techniques 
agile DMA 193
business intelligence services 192
data analysis 193
Analytics service unit 207
Ancillary activities 309
Ancillary services 151
Approval/concurrence 138
Assembly service unit cost model 99, 99t
Asynchronous exchange 83f, 84–85
Asynchronous flows 47
Asynchronous service 118
Authentication 225–229
digital certificate 228
Authored documents 197
Authorization management 216, 236–241
access authorization policies 240
access control administration 238–241
individuals authorization of 237–238
role authorization requirements 236–237
specification of role requirements 239
Automated business processes 14

B

Backward chaining  See Logic programming rules
Balanced Scorecard 22–23
Billing for services 112
accounting function 98
assembly service unit cost model 99, 99t
purpose of 98
support services 98
Bottom-up analysis 78–81
activity data capture 79–80, 79f
process transformation 80–81, 81f
Business activity 
input deliverables 44
monitoring of 32–33
value contribution 44–45, 44f
Business analysis techniques 61–63
Allee value network 58f, 61
Lindgren business model cube 61–62
Osterwalder business model canvas 62–63
Business architecture unit 276–278, 292–293, 320 See also Transformation management process
marketing stage 284
object management group 362
product development stage 286
support 362
Business building blocks 
capability reconciliation and consolidation 81–82
capability unit management 89–93
capability design 90
capability outsourcing 91–93, 93t
operational management 91
resource management 90–91
value optimization 91
CBA 66–69
capability library 68
capability methods 66–67
capability units 67–68, 67f
value stream 68–69
deliverable flow refinements 82–86
asynchronous exchange 83f, 84–85
process optimization 85–86
production planning percentages 82–83
synchronous exchange 83–84, 83f
electronic commerce 88–89
business networks 89, 90f
interactive business relationships 88–89
modeling value streams 69–89
bottom-up analysis 78–81, 79f, 81f
top-down analysis 71–78, 72f, 74f, 76f
operational design 93–103
alignment 93–94
billing for services 98–100, 99t
master data management 101–102
service specifications 100–101
service unit design 94–98, 94f
store specifications 102–103
supporting information technology 103–114
access control and security 105f, 109
cloud computing 112–114
mobile computing 112
notification broker services 110
registry services 110–112
technical infrastructure 104–109, 105f
value contribution development 86–88
assign tentative measures 87
identify customer values 86
satisfaction computations 87
value adds 86–87
value aggregation formulas 87
value network 87
value proposition 87
values library 86
weights 87–88
Business change framework 258–272, 262f
analytics 260–261
capability unit management 264–268
industry change 263–264, 272
LOB management 268–270
operational changes 262
scope of change 261–272, 262f
sources of knowledge 259–261
strategic changes 263
tactical changes 263
virtual enterprise management 270–272
Business collaboration management (BCM) 5, 115, 147–153, 323
agile enterprise leadership supports 333–334
BPM 109, 147
business network 20–21
business value 152
agility 152
conceptual and operational business design 152
customer value 152
employee accountability and recognition 152
operating efficiency and reliability 152
challenges of 147–150
adaptive and ad hoc collaboration support 148
cloud computing 148–149
mobile computing 148–149
collaboration network 19–20
conceptual business design 147
conceptual models 13–14
knowledge workers and managers 20
management challenges 
performance management 153
resource management 153
management hierarchy 20
mission of 150
scope of 19, 150–152
capability collaboration 150–151
collaboration domains 151–152
enterprise collaboration network 150
VDM 335
Business collaboration management system (BCMS) 110
Business collaboration network 302–304
Business collaborations 39–42
business network 40
capability method 40–42, 41f
community 39
org (organization) unit 40
Business constraint rules 156
Business design hierarchy 
conceptual design 13–14
operational design 14
steps of 13, 14f
strategic planning 13
technical design level 14
Business design management 35, 37
Business enterprise defamation 213
Business intelligence services 192
Business intelligence unit 320
Business item library 41, 45–46, 46f
Business leaders 7
activity networks 43–49, 43f
activity 44–45, 44f
business item 45–46, 46f
delegation 48
deliverable flow 45
pool 48
scenarios 48f, 49
store 46–47, 46f
business analysis techniques 61–63
Allee value network 58f, 61
Lindgren business model cube 61–62
Osterwalder business model canvas 62–63
capabilities 38–39
collaborations 39–42
business network 40
capability method 40–42, 41f
community 39
org (organization) unit 40
roles 42–43
value contribution network 50–55
measures library 55
value adds 50
value aggregation 50–52, 51f
value library 55
value proposition 52–54, 52f
value stream 54
VDML 36–55, 37f
graphical displays 57–60, 58–60f
graphical elements 55–60, 56–57f
Business leadership levels 341–343, 342f
capability management 343
governing board 341–342
knowledge workers 343
top management 342–343
Business leader supports 
accountability 339
business models 335
information security 338–339
innovation 338
master data management 338
policies and regulations 340
risk management 340–341
sense and respond 336–338
transformation management 335–336
transparency 336
VDM 335
Business losses 
operational risks of 213–215
potential of 211–213
Business metadata 192–198
analytics 193–194
authored documents 197
dashboard services 194–195
email threads 196–197
embedded metadata 199
encyclopedia entries 198
forms of 198–199
data dictionaries 199
data directory 199–200
data virtualization 200
embedded metadata 199
group discussions 197
knowledge conversations 196–197
knowledge documents 197–198
knowledge management services 184f, 195–198
Business Model Cube 61–62
Business motivation model (BMM) 5
agile enterprise 275–279, 275f
conventional strategic planning 272–275, 273f
Business network 20–21, 40
collaboration 146
deliverable exchange 89
value proposition exchange 89, 90f
VDML models 89
Business operations 
LOB 327
shared services 327–328
Business policies and rules 178–182
consolidation of control 181
ecosystem conditions 180–181
regulation policies director 181–182
VDML 179–180
Business process management (BPM) 3–4, 109
adaptive processes 145–146, 145f
ad hoc 141–142
agile enterprise 118–120
business value 152
mission of 150
scope of 150–152
business process automation 117–118
challenges of 147–150
next generation of 116
process modeling 120–143
choreography, cooperative process 127–131, 128f, 130f
tools and controls 115
value delivery 150
Business process management systems (BPMS) 3–4
Business process model and notation (BPMN) 5 See also Process flow control rules
business network 249
choreography and cooperative process 127–131
additional cooperative process views 128f, 129–130, 130f
internal choreographies 130–131
notation of 127–129, 128f
collaborations 116
control flow 120
events 249
prescriptive process modeling 122–126
example of 122–123, 122f
graphical elements 123–126, 123f
process events 164
production rules 166–167
time exceptions 177
VDML fragment of 143–144, 143f
Business reconfiguration 211
Business relationships 23–24
Business value, BCM 152
agility 152
conceptual and operational business design 152
customer value 152
employee accountability and recognition 152
operating efficiency and reliability 152

C

Canonicalization algorithm 225
Capability 15
Capability based architecture (CBA) 4, 15–18, 65–69
agile enterprise, leadership supports 66, 334–335
benefits of 11–12
capability library 68
capability mapping 16, 16f
capability methods 66–67
capability units 67–68, 67f
collaborations 65
conceptual models 13–14
consolidation 26–27, 27t
implementation and management of 70
increased risk factors 209–210
performance monitoring 112
shared capabilities 16–18, 17–18f
SOA 65
supporting information technology 103
value stream 68–69
VDM 264
Capability collaboration 150–151
Capability heat map 16, 60
Capability library 38, 68
Capability management 60
Capability map 16, 16f, 38, 60
Capability method 15, 40–42
activity networks 116
CBA 
collaboration 65
degrees of structure 66
sharable services 65
supporting services 66
Capability offer 41, 41f, 57
Capability-oriented architecture 47
Capability outsourcing 
analysis of 91–92
provider implementation 92
risks and benefits of 93, 93t
Capability reconciliation and consolidation 
objectives of 82
spreadsheet-based analysis 81–82
Capability services management 
capability unit management 353
collaboration and innovation support 354–355
employee empowerment 352–353
master data management 354
regulation, policy compliance 355
resource management 353
risk management 354
sense and respond 354
VDM model 353–354
Capability service units 189–190
data warehouse support 190
life-cycle ownership 189–190
measurement reporting 190
Capability unit 15, 38–39, 304–305
capability offers 67
conceptual design level 116
management of 89–93, 264–268
capability design 90
capability outsourcing 91–93, 93t
operational management 91
resource management 90–91
value optimization 91
methods of 67, 67f
organization unit 67
Case displays 138
Case file 133, 136
Case management model and notation (CMMN) 5, 334 See also Process flow control rules
adaptive process modeling 131–140
ad hoc process 141–142
case modeling challenges 136–140
notation of 133–136, 133–134f
primary graphic elements 133–135, 133f
collaborations 116
event listener 164
OMG specification 132
process 250
process events 164
production rules 166–167
project management 366–367
resource management 366
time exceptions 177
Case modeling 136–140
modeling practices 139–140
runtime features 137–139
Case plan model 133
Certificate authority (CA) 225
digital certificates 227–228
Certificate revocation list (CRL) 227
Change propagation 266–267
Channel 63
Choreography and cooperative process, BPMN 118, 127–131
additional cooperative process views 128f, 129–130, 130f
internal choreographies 130–131
notation of 127–129, 128f
Choreography task 127, 128f
Class models 203–204, 204f
Closed-loop request-response 118
Cloud computing 6, 13, 148–149, 211, 350
data processing services 112–113
hybrid cloud 113
private cloud 113
public cloud 113
virtual private cloud 113
Cognitive computing 
big data 161
collection of techniques 160
machine learning 165
valuable insights 161
BPMN 129, 130f
domains of 151–152
support of 137
Collaboration network 19–20
Collaboration port 57
Collaboration structure 59, 59f
Commercial off-the-shelf (COTS) 8
Common Warehouse Metamodel (CWM) 192
Community 39
Compartmentalization 217
Complementary service units 309
Complex event processing (CEP) 
context event 299
event notices 299–300
infrastructure 296
NASD 297–300
sense, respond infrastructure 296
Composite value proposition  See Value proposition
Computer-based modeling 2, 8, 35
Conceptual business design 152
Condition-action rule 157
Configuration management database (CMDB) 111
Consolidation 26–27, 27t
business control 181
Context tree 120
Continuous strategic planning and transformation 3
Conventional security 209
Conventional shared services 25
Conversation, BPMN 129, 130f
Cooperative process 
BPMN 127
tasks 127
Cost structure 63
Critical success factors (CSFs) 32–34
active governance 32
moving forward 33–34
service management 33
technical infrastructure 33
value delivery business models 32–33
Customer relationship management (CRM) 75, 119
Customer satisfaction measurement 87
Customer segment 63
Customer value 3, 86, 152

D

Dashboard services 194–195
business leader 194–195
VDM model 194
Database management system 206
Database trigger 249–250
Data compatibility 188–189
Data constraints 162
Data dictionaries 199
Data directory 199–200
service unit 207, 362–363
Data encapsulation 185
Data integrity rules 161–163
Data management architecture (DMA) 183–192, 184f
analytics 193–194
architecture overview 184, 184f
authored documents 197
capability service units 189–190
dashboard services 194–195
data directory 199
data virtualization 200
data warehouse 192
email threads 196–197
encyclopedia entries 198
general patterns and principles 184–189
group discussions 197
knowledge management services 184f, 195–198
measurements 191
Data modeling 203–205
Data object, BPMN 126
Data ownership 185
Data residency 189, 215
Data services 186
Data sharing 186
Data store, BPMN 126
Data virtualization 200
Data warehouse 190, 192
agile enterprise 192
operation mode 192
updation of 207
Decision model and notation (DMN) 
structure of 165–166, 166f
Delegation tree 
capability library 68
collaboration activity 48
implications of 48, 48f
value stream decomposition 75, 77f
Deliverable flow refinements 82–86
asynchronous exchange 83f, 84–85
process optimization 85–86
production planning percentages 82–83
synchronous exchange 83–84, 83f
Deliverables flows 43, 45
business item 57
value contribution network 50
Denial of service 214
Dependencies 138
Different value chain stages 311 See also Product life-cycle management
Digest algorithm 220–221
Digital certificates 226–228 See also Public key encryption
Digital signature 221
Disruptive innovation 263–264
Distinct business processes 119
Divestiture 25–26
Dynamic service relationships 210

E

Economies of scale 309
Ecosystem alerts 177–178
Ecosystem conditions 180–181
Electronic commerce 88–89
business networks 89, 90f
interactive business relationships 88–89
Electronic conversations 196
Electronic data interchange (EDI) 8, 108
point-to-point integration 8f
Electronic documents 
as evidence 223–224
important issues 223
security risks of 211
Electronic infrastructure  See Technical infrastructure, SOA
Electronic notary 226
Electronic signatures 120, 220–222
Email threads 196–197
Embedded metadata 199
Employee accountability and recognition 152
Employee empowerment 352–353
Encapsulation 355–356
Encryption 
electronic signatures 220–222
public key encryption 219–220
and signatures 219–222
technique 216
Encyclopedia entries 198
enhanced Telecom Operations Map (eTOM) 74, 74f
Enterprise  See Collaboration
Enterprise application integration (EAI) 
adapter software 9
hub-and-spoke communication model 9, 10f
transaction-driven systems 9
Enterprise collaboration network 150
Enterprise data management 
analytics 193–194
authored documents 197
capability service units 189–190
dashboard services 194–195
data warehouse 192
email threads 196–197
encyclopedia entries 198
general patterns and principles 184–189
group discussions 197
knowledge management services 184f, 195–198
measurements 191
ELDM 206–208
analytics service unit 207
database management system 206
data directory 207
data warehouse upgrade 207
model-based dashboards 208
service unit development 206–207
value measurements 208
VDM 207
enterprise transition 205–206
knowledge management service unit 206
messaging infrastructure 205–206
metadata 198–205
data dictionaries 199
data directory 199–200
data virtualization 200
embedded 199
VDML 200–201
Enterprise-level optimization 329
Enterprise logical data model (ELDM) 188, 206–208
analytics service unit 207
class model 204
database management system 206
data directory 207
data exchange 202
data modeling 203–205, 204f
data warehouse upgrade 207
development of 202
industry standards 202–203
model-based dashboards 208
service unit development 206–207
value measurements 208
VDM 207
Enterprise modeling 21–22
Enterprise organization structure  See Agile organization structure
Enterprise service bus (ESB) 11
Enterprise transformation 29
Enterprise transition 205–206 See also Value delivery maturity model
level 1, explored 329–330
level 2, applied 329–330
level 3, modeled 330–331
level 4, measured 331–332
level 5, optimized 332
knowledge management service unit 206
messaging infrastructure 205–206
Event-condition-action (ECA) 
forms of 157
simple flow control 165
Event driven operations 
event management infrastructure 253–256
notification management 253–255
polling service 256
moving forward 256
operational failure events 
civil disturbance 253
community infrastructure failure 251
damaged facility 252
epidemic 252–253
machine failure 251–252
natural disaster 252
personnel absences 251
product defect threshold 252
supply failure 252
routine events 247–250
business network 249
business process 248
case management 249
collaboration coordination 249
data updates 249–250
milestones 250
performance management 250
sensor events 250
time expired 250
Event listener 124, 135, 164
Event management infrastructure 
access control 255
notification management 253–255
polling service 256
Executive dashboard 32–33
Executive team  See Org (organization) unit
Expanded communities of users 210
Export regulation 189
Extended organization structure 303–304, 303f
eXtensible Access Control Markup Language (XACML) 232–234, 233f
eXtensible Markup Language (XML) 10
characteristics of 107–108
compound documents 225
data interchange 107–108
EDI 108
electronic signatures 220–221
elements of 222
public key encryption 221
W3C 108
Extract transform load  See Data warehouse

F

Financial markets 1
Firewall security 217
Forward chaining  See Production rules

G

Generic functionality 119
Global marketplace 2
Governance 29–30, 172–178
approval levels 176
monitoring 176–178
objectives 175
policies 174–175
regulations 173–174
security authorization 176
Governing board business 
leadership impact 343–346
leadership levels 341–342
Government regulation 30
Graphical decorator icons 134f, 135–136
Graphical displays 
activity network 58–59, 58f
capability management 60
capability map 60
collaboration structure 59, 59f
measurement dependency 60
role collaboration 58, 58f
value proposition exchange 58
Group discussions 197
Guidance 119

H

Hashing and signatures 216
Hash value 220–221
Honeypot 219
Hyper-matrix 301
HyperText Markup Language (HTML) 10
Hyper Text Transport Protocol (HTTP) 10
Hypothetical collaboration structure 59, 59f

I

Identification and authentication 
digital certificates 226–228
fundamental forms of 226–229
single sign-on 229
two-way authentication 228–229
Indirect access 211
Industry frameworks 
CRM 75
enterprise data model 73
eTOM telecommunications framework 74, 74f
operations process 75, 76f
prototypical designs 73
TMF 74, 74f
Industry standards 202–203
Information security 338–339
conventional security 209
increased risk factors 209–211
managing security risks 211–219
security technologies 219–245
Information technology (IT) 1, 265
administrative support organizations 325–326
agility 1, 4
basic concepts 4
business systems 11
product development 2
SOA 3–4
Information Technology Infrastructure Library (ITIL) 111
Input role assignment 119
Intangible deliverable flow 45
Integrated forms 137
Integrity integrity rules 161–163
Intellectual property 214
Interactive business relationships 
asynchronous exchanges 88
supply chain 88
trust 88–89
Inter-case coordination 138
Internal choreographies 130–131
International Federation of Accountants (IFA) 342
Internationalization 111–112
Internet 
business-to-business communication 10
global communication hub 6, 9, 10f
Internet Engineering Task Force (IETF) 10
Internet of things (IoT) 12–13, 148–149, 350
Interorganizational collaborations 328–329

K

Knowledge-based system rules 157–160
logic programming rules 158–159
production rules 159–160, 159f
Knowledge conversations 196–197
Knowledge documents 197–198
authored documents 197
encyclopedia entries 198
Knowledge management services 
challenge of 184f, 195
enterprise agility 195
knowledge conversations 196–197
VDM and BCM models 195
Knowledge management service unit 206
Knowledge worker 132
empowerment 2
and manager 20

L

Layers of defense 217
Least privilege 218
Legacy system 187
service unit 98
Legal records 188
Liaison roles 59
Life-cycle ownership 189–190
Lindgren Business Model Cube 61–62
Line of business (LOB) 2, 4 See also Product life-cycle management
agile enterprise 28
business operations 327
enterprise management 270
management 268–270
service unit consolidation 310
strategic changes 263
tactical changes 263
Line-of-business organization 38
Logging security 218
Logical data models 203
Logical inference 156
Logic programming rules 158–159

M

Machine learning rules 160–161
applications of rules 161–178
configuration rules 171–172
data, model integrity rules 161–163
ecosystem alerts 177–178
event rules 163–165
governance 172–178
process flow control rules 165–170
product design 171–172
selection 170–171
service agreements level 177
time exceptions 177
Management hierarchy 20, 315–329, 317f
administrative support organizations 323–326
agile enterprise 316
audit and risk assessment 316–318
business operations 327–328
executive staff 319–323
governing body support 316–319
inter-organizational collaborations 328–329
Management organization structure 316, 317f
Marketing stage, new product life-cycle 283–285
Market segment 53
industry associations 259
Master data 101–102, 185–186
management of 338
Measure Library 200–201
Measurement dependency 60
Measurement service  See Value measurements
Mergers and acquisitions 24–25
Message transformation 
SOA electronic infrastructure 105f, 106
Meta collaborations 151
Metadata, enterprise data management 198–205
business metadata 198
data dictionaries 199
data directory 199–200
data virtualization 200
definition of 198
embedded 199
technical metadata 198
VDML 200–201
Mitigation security techniques 216–219
Mobile computing 112, 148–149, 349
Mobile device interface 119
Mobile technology 137
Model-based dashboards 208
Model-based decisions 2
Model-based management (MBM) 3–4
Model developer 139–140
Model-driven architecture (MDA) 3–4
business modeling 4
Modeling value streams 69–89
bottom-up analysis 78–81
activity data capture 79–80, 79f
process transformation 80–81, 81f
top-down analysis 71–78
industry frameworks 73–75, 74f, 76f
value chain basis 71–73, 72f
value stream decomposition 75–78, 77f
Multinational enterprises 30
Multiple vocabulary facility 365

N

National Association of Securities Dealers (NASD) 297
Net satisfaction 53
Networked notification 254–255, 254f
Neural networks 161
New product life-cycle  See also Line of business (LOB)
product development stage 285–286
production engineering stage 287–288
sales and distribution stage 289–290
Notification broker services 110, 253–254, 254f

O

Object Management Group (OMG) 21, 189
business architecture support 362
CMMN 131
DMN 165
multiple vocabulary facility 365
regulations 173–174
risk modeling 364
VDML 35
Open Applications Group, Inc. (OAGi) 202
Operating efficiency and reliability 152
Operational business design 93–103, 152
activity network 90
alignment 93–94
billing for services 98–100, 99t
master data management 101–102
service specifications 100–101
service unit design 94–98, 94f
store specifications 102–103
Operational failure events 
civil disturbance 253
community infrastructure failure 251
damaged facility 252
epidemic 252–253
machine failure 251–252
natural disaster 252
personnel absences 251
product defect threshold 252
supply failure 252
Operational management 91
Opportunistic service unit development 206–207
Order management organization 122–123
Order Placer 128
Order Taker 128
Organization for Advancement of Structured Information Systems (OASIS) 253–254
Organization structure 151–152
Org (organization) unit 40
Osterwalder Business Model Canvas 62–63
Outsourcing of service unit 314–315
Outsourcing provider 187–188, 211, 351 See also Agility; Capability outsourcing

P

Participant alerts 119
Penetration testing 216
Performance management 153
Perimeter security 210, 217
Personal libraries 139
Physical data models 201–202
Plan fragment 134
Planning percentage 45
Policy administration 178–182
Potential business losses 211–213, 212t
Practice library 38
Prescriptive process modeling, BPMN 122–126
example of 122–123, 122f
graphical elements 123–126, 123f
Primary graphic elements, CMMN 133, 133–134f
Process flow control rules 
approval 167
complex computation 167–168
guidance 168
optimization 169–170
production rules 166–167
simple flow control 165
Process integration 119
Process modeling 
adaptive processes 121
ad hoc collaborations 121
cooperative processes 121
prescriptive processes 121
VDML 120
Process optimization 85–86
Process transformation 80–81, 81f
Product design, configuration rules 171–172
features of 172
production design for 172
Production planning percentages 82–83
Production rules 159–160, 159f, 166–167
Product life-cycle management 
LOB 327
marketing stage 283–285
product development stage 285–286
production engineering stage 287–288
production stage 288–289
sales and distribution stage 289–290
value chain stages 282–290, 282f
Professional and standards organizations 260
Profit formula  See Value formula
Program and project management (PPM) 292
transformation management unit 322–323
Prolog statement 158
Protocol of engagement 127
Public key encryption 219–220
Public key infrastructure (PKI) 
digital certificates 227
single sign-on 229
XML-Signature 224

R

Redundancy 217
Registration authority (RA) 227
Registry services 110–112
billing for services 112
performance monitoring 112
portal support 111–112
Regulation administration 178–182
Regulations and policies unit 293, 321
Regulatory compliance 
agile enterprise 30
multinational enterprises 30
recordkeeping 31
Reliable messaging 105–106
Replicated service units 314
Resource management 90–91, 153
Reusable resource tracking 119
Revenue stream 63
Risk management unit 294–295, 320
Risk mitigation techniques 216–219
Role assignment/delegation flow 57
Role-based access control 236
Role-based authorization model 241–245, 242t, 363
administration support for 244–245
data rows 243
duties rows separation of 243
performer rows 243–244
refinements 245
request rows 241–243
Role collaboration 58, 58f
Role library 
collaboration 42, 56
VDML 43
Routine events 
business network 249
business process 248
case management 249
collaboration coordination of 249
data updates 249–250
milestones 250
performance management 250
sensor events 250
time expired 250
Rule-based guidance and constraints 138
Runtime authorization 229–236
SAML 230–232
trust domains federation of 234–236
XACML Policies 232–234
Runtime modification 119
Runtime role assignments 240–241

S

Sarbanes–Oxley Act 173–174, 209–210
Scenarios 48f, 49
Secret key encryption  See Public key encryption
Security Assertion Markup Language (SAML) 230–232, 231f
Security authorization, governance rules 176
Security risk management 
mitigation 216–219
operational risks 213–215
potential business losses 211–213
setting priorities 215–216
Security setting priorities 215–216
Security technique 
accountability, non-repudiation 222–226
authenticity preservation of 225–226
compound documents 224–225
electronic documents, evidence 223–224
authorization management 236–241
access authorization policies 240
access control administration 238–241
individuals authorization of 237–238
role authorization requirements 236–237
specification of role requirements 239
encryption 
electronic signatures 220–222
public key encryption 219–220
and signatures 219–222
identification and authentication 
digital certificates 226–228
fundamental forms of 226–229
single sign-on 229
two-way authentication 228–229
role-based authorization model 241–245
administration support for 244–245
data rows 243
duties rows separation of 243
performer rows 243–244
refinements 245
request rows 241–243
role candidates approval of 240
runtime authorization 229–236
trust domains federation of 234–236
XACML Policies 232–234
runtime role assignments 240–241
Semantics of business vocabularies and business rules (SBVR) 5
Sense and respond directory unit 291–292, 348, 363–364
business change drivers of 258–272
capability unit management 264–268
industry changes 263–264
LOB management 268–270
operational changes 262
scope of change 261–272
sources of knowledge 259–261
strategic changes 263
tactical changes 263
virtual enterprise management 270–272
business change support 290–296
business architecture unit 292–293
marketing 295
other supports 295–296
regulations, policies unit 293
risk management unit 294–295
transformation management unit 291–292
infrastructure 296–300
analytics 296–297
directory 296
knowledge workers 356
process of 336–338, 337f
product life-cycle 282–290, 282f
marketing stage 283–285
product development stage 285–286
production engineering stage 287–288
production stage 288–289
sales and distribution stage 289–290
strategic planning framework 272–279
agile enterprise adaptations 275–279
conventional of 272–275, 273f
transformation planning 279–282
alternatives select 280–281
evaluate objectives 282
implementation phases 281
model alternative implementations 280
model next phase to-be 281
phase objectives 281
Separation from service recipients 311
Separation of duties 218
Service management 33
Service-oriented architecture (SOA) 3–4
agile enterprise 10–12, 11f
CBA 65
component-based architecture 4
electronic infrastructure 104, 105f
increased risk factors 209–210
information technology 3–4
reliable messaging 105
supporting information technology 103
technical infrastructure 104
Service registry 119
Service unit 94–98, 94f, 119, 185–186
capability collaboration 150–151
changes in 94f, 96
consolidation of 310
database 185
group of 308–309
interfaces 94f, 95, 306, 307f
legacy system service unit 98
management of 97
outsourcing of 314–315
parent organization 185–186
replicated service units 314
reporting in 96–97
scale of 306–308, 307f
separation factors 311–314
service interfaces 95
specification of 100–101
supporting applications 95–96
support services 97
Sharable service 80–81, 81f
Shared capability 39, 65, 78, 80–81
capability services 17–18, 18f
conventional business unit silos 16–17, 17f
granularity level 17–18
Shared enterprise purpose 3
Shared services 118, 327–328
Shareholders  See Community
Silo-based business systems 189
Single sign-on 229
Social computing 12
Standards and technology unit 321–322
Store library 46f, 46–47 See also Activity
asynchronous communication 56
Store unit specifications 102–103
Strategic planning agile enterprise 272–279, 275f
adaptations of 275–279
agility transformation 357–361
assessment 274–275
collaboration 356
continuous transformation 347–348
conventional of 272–275, 273f
enterprise intelligence 278
marketing stage 283–285
next generation standards 361–362
Strategic planning unit 290–291, 319
Strategy maps 22–23
Strategy validation 21
Structured metrics metamodel (SMM) 
measures library 55
VDML 55
Supporting information technology 103–114
access control and security 105f, 109
agile enterprise 104
CBA 103
cloud computing 112–114
mobile computing 112
notification broker services 110
registry services 110–112
SOA 103
technical infrastructure 104–109, 105f
Support services 97, 151
Synchronous exchange 83–84, 83f
Systems recovery 217

T

Tangible deliverable flow 45
Task 134
Task automation 
business processes 7
COTS 8
EDI 8, 8f
Technical infrastructure 33
message transformation 105f, 106–107
reliable messaging 105–106
XML data exchange 107–109
Technical metadata 198
Technology modernization 
agile enterprise 31
business capability 31
obsolete technology 31
VDM 32
Tele Management Forum (TMF) 74, 74f
Top-down analysis 71–78
industry frameworks 73–75, 74f, 76f
value chain basis 71–73, 72f
value stream decomposition 75–78, 77f
Traceability 218
Transaction-driven systems 9
Transformation management process 
alternatives select 280–281
evaluate objectives 282
implementation phases 281
model alternative implementations 280
model next phase to-be 281
phase objectives 281
Transformation management unit 322–323
Triggers rule 163
Trustworthy personnel 218
Two-way authentication 228–229

V

Value add elements 50
Value aggregation formulas 50–52, 51f, 87
Value chain 62, 69–70
conventional models 71, 72f
decomposition of 73
new product life-cycle 282–290, 282f
process model 71
Value contribution development 86–88
assign tentative measures 87
identify customer values 86
satisfaction computations 87
value adds 86–87
value aggregation formulas 87
value network 87
value proposition 87
values library 86
weights 87–88
Value contribution network 50–55
deliverable flows 50
measures library 55
value adds 50
value aggregation 50–52, 51f
value library 55
value proposition 52–54, 52f
value stream 54
Value delivery business models 32–33
Value delivery maturity model 32, 302, 329, 350, 351f
Value delivery modeling (VDM) 13–23, 191
agile enterprise leadership supports 335
business architecture unit 292–293, 320, 326
business change support 290–296
business design 13–15, 14f, 318
business leader supports 335
business relationships 23–24
capability methods 208
capability units 304–305
collaboration network 302–304
conceptual model 30
consolidations 26–27, 27t
dashboard services 194
divestitures 25–26
ELDM 207
enterprise data management 207
enterprise-level optimization 329
extended enterprise modeling 21–22
governance 29–30
governing board 345
impact of 23
innovation 24, 338
LOB 269
marketing 295
mergers and acquisitions 24–25, 351
model-based dashboards 208
new product/LOB planning 27–28
next generation standards 361–368
outsourcing 28–29
performance management, corrective action 23, 250
planning horizon 262–264
regulations and policies unit 30–31, 321, 364–365
risk management unit 320, 340–341
sense, respond directory 296
strategy validation 21
technology modernization 31–32
top management 347
transformation management 335–336
value optimization 22
value streams 305–306
virtual enterprise 270
Value delivery modeling language (VDML) 36–55, 37f
adaptive processes 
ad hoc processes 146
cooperative processes 146
medical diagnosis example 145, 145f
authorize vs. reject outputs 144
BPMN transformation of 143–144, 144f
business analysis 5
business models 36
business networks 89, 127
capabilities 38–39
capability library 68
computer-based modeling language 21
conceptual model 5, 35–36, 142
deliverable flow 120
enterprise data management 200–201
graphical displays 57–60, 58–60f
graphical elements 55–60, 56–57f
integrity rules 162
libraries of 37–38
metadata 
business items 201
measure specifications 200–201
OMG 21, 35
operational equivalent of 120
operational processes 142–143
overview of 37, 37f
policies in 179–180
prescriptive processes 143–144, 143–144f
process modeling 120
value delivery 150
value stream 68–69, 151
Value-driven agile enterprise 26
Value formula 62
Value Library 55, 86, 200–201
Value measurements 191, 208
Value network 
analysis of 45
collaboration activity network 61
tangible/intangible deliverables 61
value add element 87
Value optimization 22, 91
Value proposition 62–63, 87
business network collaboration 54
example of 52–53, 52f
internal business operations 53
value stream 52
Value proposition exchange 58
Value stream 54, 68–70
activity model 71
decomposition of 
activity networks 77–78
capability method 76–77
delegation tree 75
deliverable flows 78
value add 86–87
Virtual enterprise management 270–272
Virtual private network (VPN) 217
Vulnerability scanning 216

W

Web access 137
Web services 10, 11f
standards for 10–11
Weights  See Value proposition
Wireless and mobile devices 211
World Wide Web Consortium (W3C) 10, 108, 220–221

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