Now That's Flexible

This couch should be the poster child for flexibility.
Absolutely incredible.
It weights about 40 lbs and extends like an accordian in just about any configuration you can imagine.

One minute it's a chair, a bench, a love seat, a couch--it's straight, curvy, a circle--it's short, it's long--whatever you want.
This is what we should aim for--whether it's with technology, leadership, or life--flexibility to meet the needs of the occasion.
Like this couch--be flexible and adaptable yet stable and reliable--and you will amaze!

Now That's Flexible

From Crisis To Stability

With so much chaos going on in the world (natural disasters, political turmoil, extremism/terrorists, multiple wars, economic slump, and more), our society is under enormous pressure.

The images of suffering from around the world recently seems to be rising exponentially with the near simultaneous Japanese earthquake, tsunami, and nuclear accidents, the fighting all around the Middle-East, the not too distant Deepwater Horizon oil spill that went on for 3 months, and virtually all the world economies under duress.

Here is a quick chart of the crisis factors (on the left) seemingly tearing at our society as well as stabilizing factors (on the right) that are healing to it.

While at times, the challenges we face may seem insurmountable, we can remember that our capacity as human beings and as a society to adapt and grow is enormous.

Let's hold on to our beliefs and work together as a stabilizing force for social order and good in the world (a place where crisis is no longer a stranger, indeed).

From Crisis To Stability

Embracing Instability and Enterprise Architecture

Traditional management espouses that executives are supposed to develop a vision, chart a course for the organization, and guide it to that future destination. Moreover, everyone in the enterprise is supposed to pull together and sing off the same sheet of music, to make the vision succeed and become reality. However, new approaches to organizational management acknowledge that in today’s environment of rapid change and the many unknowns that abound, executives need to be far more flexible and adaptable, open to learning and feedback, and allow for greater individualism and creativity to succeed.

In the book Managing the Unknowable by Ralph Stacey, the author states that “by definition, innovative strategic directions take an organization into uncharted waters. It follows that no one can know the future destination of an innovative organization. Rather, that organization’s managers must create, invent, and discover their destination as they go.”

In an environment of rapid change, the leader’s role is not to rigidly control where the organization is going, but rather to create conditions that foster creativity and learning. In other words, leaders do not firmly set the direction and demand a “cohesive team” to support it, but rather they create conditions that encourage and promote people to “question everything and generate new perspectives through contention and conflict.” The organization is moved from "building on their strengths and merely adapting to existing market conditions, [to insted] they develop new strengths and at least partly create their own environments.”

An organization just sticking to what they do best and incrementally improving on that was long considered a strategy for organizational success; however, it is now understood as a recipe for disaster. “It is becoming clearer why so many organizations die young…they ‘stick to their knitting’ and do better and better what they already do well. When some more imaginative competitors come along and change the rules of the game, such over-adapted companies…cannot respond fast enough. The former source of competitive success becomes the reason for failure and the companies, like animals, become extinct.”

Organizations must be innovative and creative to succeed. “The ‘new science’ for business people is this: Organizations are feedback systems generating such complex behavior that cause-and-effect links are broken. Therefore, no individual can intend the future of that system or control its journey to that future. Instead what happens to an organization is created by and emerges from the self-organizing interactions between its people. Top managers cannot control this, but through their interventions, they powerfully influence this.

With the rapidly changing economic, political, social, and technological conditions in the world, “the future is inherently unpredictable.” To manage effectively then is not to set rigid plans and targets, but rather to more flexibly read, analyze, and adapt to the changes as they occur or as they can be forecast with reasonable certainly. “A ‘shared vision’ of a future state must be impossible to formulate, unless we believe in mystic insight.” “No person, no book, can prescribe systems, rules, policies, or methods that dependably will lead to success in innovative organizations. All managers can do it establish the conditions that enable groups of people to learn in each new situation what approaches are effective in handling it.”

For enterprise architecture, there are interesting implications from this management approach. Enterprise architects are responsible for developing the current and target architecture and transition plan. However, with the rapid pace of change and innovation and the unpredictability of things, we learn that “hard and fast” plans will not succeed, but rather EA plans and targets must remain guidelines only that are modified by learning and feedback and is response to the end-user (i.e User-centric). Secondly, EA should not become a hindrance to organizational innovation, creativity, and new paradigms for organizational success. EA needs to set standards and targets and develop plans and administer governance, but this must be done simultaneously with maintaining flexibility and harnessing innovation into a realtime EA as we go along. It’s not a rigid EA we need, but as one of my EA colleagues calls it, it’s an “agile EA”.

Embracing Instability and Enterprise Architecture

Cognitive Styles and Enterprise Architecture

We are all familiar with personalizing websites like Yahoo.com to make them more appealing, functional, and easy to navigate.

Now, according to MIT Technology Review, 9 June 2008, websites are being personalized not by the person, but rather by systems “that detect a user’s cognitive style” and changes the website accordingly

What is cognitive style?

Cognitive style is how a person thinks. Some people are more simplistic, others more detail-oriented, some like charts and graphs, and some like to be able to see and get to peer advice.

Why is cognitive style important?

Well, if we can figure out a person’s way of thinking and what appeals to them, then we can tailor websites to them and make them more useful, useable, and more effective at selling to them.

“Initial studies show that morphing a website to suit different types of visitors could increase the site’s sales by about 20 percent.”

So what’s new about this, haven’t sites like Amazon been tailoring their offering to users for quite some time?

Amazon and other sites “offer personalized features…drawing from user profiles, stored cookies, or long questionnaires.” The new method is based instead on system adaptation “within the first few clicks on the website by analyzing each user’s patterns of clicks.”

With cognitive style adaptation, “suddenly, you’re finding the website is easy to navigate, more comfortable, and it gives you the information you need.” Yet, the user may not even realize the website has been personalized to him.

“In addition to guessing each user’s cognitive style by analyzing that person’s pattern of clicks, the system would track data over time to see which versions of the website work most effectively for which cognitive style.” So there is learning going on by the system and the system gets better at matching sites to user types over time!

If we overlay the psychological dimension such as personality types and cognitive styles to web design and web adaptation, then we can individuate and improve websites for the end-user and for the site owner who is trying to get information or services out there.

Using cognitive styles to enhance website effectiveness is right in line with User-centric Enterprise Architecture that seeks to provide useful and usable EA products and services. Moreover, EA must learn to appreciate and recognize different cognitive styles of its users, and adapt its information presentation accordingly. This is done, for example, in providing three levels of EA detail for different types of end-users, such as profiles for executives, models for mid-level managers, and inventories for analysts. This concept could be further developed to actually modify EA products for the specific end-user cognitive styles. While this could be considerable work and must be balanced against the expected return, it really comes down to tailoring your product to your audience and that is nothing new.

Cognitive Styles and Enterprise Architecture

The Visionary and Enterprise Architecture

In User-centric EA, we develop a vision or target state for the organization. However, there are a number of paradoxes in developing an EA vision/target, which makes this goals quite challenging indeed.

In the book, The Visionary’s Handbook by Wacker and Taylor, the authors identify the paradoxes of developing a vision for the enterprise; here are some interesting ones to ponder:

1. Proving the vision—“The closer your vision gets to provable ‘truth,’ the more you are simply describing the present in the future tense.”
2. Competing today, yet planning for tomorrow—“By its very nature, the future destablizes the present. By its very natures, the present resists the future. To survive you need duality [i.e. living in two tenses, the present and the future], but people and companies by their very nature tend to resisting living in two tenses.” “You have to compete in the future dimension without destabilizing the competition [i.e. your ability to compete] in the present and without subverting the core values that have sustained your business in the past.”
3. Bigger needs to be smaller—“The bigger you are, the smaller you need to be….great size is great power, but great size is also stasis.”
4. The future is unpredictable—“Nothing will turn out exactly as it is supposed to…yet if you fail to act, you will cease to exist in any meaningful professional or business sense.”

So how does one develop a viable target architecture?

The key would seem to be in deconflicting past, present, and future. The past cannot be a hindrance to future change and transformation—the past must remain the past; lessons learned are welcome and desirable, but the options for the future should be open to innovation and hard work. The resistance of the present (to the future) must be mitigated by continuous communications and marketing; we must bring people along and provide leadership. The future is unknown, but trends and probabilities are possible for setting a way ahead; of course, the target needs to remain adaptable to changing conditions.

Certainly, any target architecture we develop is open to becoming a "target" for those who wish to take pot shots. But in an ever changing world and fierce global competition, we cannot sit idle. The architecture must lead the way for incremental and transformative change for the organization, all the while course correcting based on the evolving baseline and market conditions. EA is as much an art as it is a science, and the paradoxes of vision and planning need to be managed carefully.

The Visionary and Enterprise Architecture

The Marines and Enterprise Architecture

Traditionally, the Marines are known for their rapid, hit hard capabilities. They are a highly mobile force trained to transport quickly on naval vessels and literally “take the beachhead.” However, with the war in Iraq, the Marines have assumed a more non-offensive deployment posture in “conducting patrols.”.

The Wall Street Journal, 12-13 January 2008, provides an interview with the Commandant of the Marines, General James T. Conway about the need for “the Corps to preserve its agility and its speed.”

“It’s the future of the Corps not its past that dominates Gen. Conway’s thoughts…that in order to fight this war, his Corps could be transformed into just another ‘land army’; and if that should happen, that it would lost the flexibility and expeditionary culture that has made it a powerful military force. The corps was built originally to live aboard ships and wade ashore to confront emerging threats far from home. It has long prided itself in being ‘first to the fight’ relying on speed, agility, and tenacity to win battles. It’s a small, offensive outfit that has its own attack aircraft.” However, in Iraq, the Marines are performing in a “static environment where there is no forward movement” Additionally, there is a feared culture change taking place, the marines “losing their connection to the sea while fighting in the desert” over an extended period of time.

When we think about enterprise architecture, most people in IT think about technology planning and transformation. However, EA is about both the business and technology sides of the enterprise. Change, process reengineering, and retooling can take place in either or both domains (business and technology). In terms of the Marines, we have altered their business side of the enterprise architecture roadmap. We have radically changed their business/mission functions and activities. They have gone from service and alignment to the long term mission needs of this nation for a rapid, mobile, offensive fighting force to accommodate the short term needs for additional troops to stabilize and conduct counter-insurgency and peace-keeping operations in Iraq. Whether the business functional change ends up hurting the culture and offensive capabilities of the Marines remains to be seen. However, it does raise the interesting question of how organizations should react and change their functions and processes in reaction to short term needs versus keeping to their long term roadmap and core competencies.

Of course, when it comes to the Marines, they must adapt and serve whatever the mission need and they have done so with distinction.

In regards to the long term affects, General Conway states: “Now, it is necessitated that we undergo these changes to the way we are constituted. But that’s OK. We made those adjustments. We’ll adjust back when the threat is different. But that’s adaptability…You create a force that you have to have at the time. But you don’t accept that as the new norm.”

As we know, in EA and other planning and transformation efforts, change for an organization—even the Marines—is not easy and resistances abound all around. How easy will it be for the Marines to return to their long term mission capabilities? And how should EA deal with short term business needs when they conflict with long term strategy for success?

The Marines and Enterprise Architecture

Change Management and Enterprise Architecture

“Change denotes the transition that occurs between one state to another…[There are two primary] “cultural attitudes towards change [either]:

• Change is random, lacking determinism or teleology, [or]


• Change is cyclical, and one expects circumstances to recur. This concept, often seen as related to Eastern world views such as Hinduism or Buddhism, nevertheless had great popularity in Europe in the Middle ages, and often appears in depictions of The Wheel of Fortune.

Change [does]...require organisms and organizations to adapt. Changes in society have been observed through slow, gradual modifications in mindsets and beliefs as well as through dramatic action (see revolutions). History is one of the tools used to document change.” (Wikipedia)

In the book, Making Change Happen, by Matejka and Murphy, the authors show how the United States is well suited to handle change, but also why we must be vigilant not to let our prosperity lead us into a lull.
“Since its birth as a nation, the United States has consistently been on the cutting edge of change. Why? Immigration, invention, and the belief in a better tomorrow…[we] have created the most diverse nation on the face of planet Earth…immigration has led to the invention. Each group brings different values, cultures, ideas, and prospectuses and is motivated to achieve the American dream. [Finally,] our belief in possibilities—a better tomorrow—has further stimulated change. This belief in what could be is an optimistic, creative approach to life itself.”
Ultimately, in our diversity lies our strength!
So what’s the issue?

“Evan a country such as the United States, generally more comfortable with change than other nations, has occasionally seen its collective organizations caught off-guard, dwelling in the past, asleep at the switch!”
Here’s one telling example:

“…a former member of the board of directors of Motorola (the leader in the cell phone industry at the time). At one board meeting, a board member walked in holding a small cell phone and exclaimed, ‘who the heck is No-ki-a and where are they? Sounds Japanese!’ When told that Nokia was a new competitor, located in Finland, the board member remarked, ‘Finland? How can that be? There’s nothing in Finland but ice and snow!’”
This is the new marketplace, “where firms you never heard of, from places you aren’t familiar with, can suddenly appear on your radar screens one day and steal your competitive advantage the next.”
So from a User-centric enterprise architecture perspective, there are two major imperatives here:

• Information is key to survival—“The way to stay afloat now is to go into a ‘heads up, sensing, searching, sorting anticipating, adjusting, survival mode.’ Pay attention! Scan the environment. Gather information quickly and process it even faster. Your life depends on it. As external changes accelerate and competitive advantages shift, leading change becomes an organizational imperative.”
• There must be an imperative to change—“The true paradox of ‘success and change.’…We must learn to change when we are performing successfully. But success makes us cocky and content. Change is the antithesis of the much-loved maxim ‘if it ain’t broke, don’t fix it!’ First organizations must be willing to change. But willingness depends on the belief that a change is necessary and that the proposal is the right change.” What makes change even more difficult is that strategic change is the enemy of short term efficiency (and profits).

In enterprise architecture, the architects are the change agents and the architecture is the roadmap for strategic change. The EA provides the information for the organization on internal and external factors that enable it to understand the nature, intensity, and impact of the oncoming change, and to take action to adapt, transform, survive, and even thrive. Further, EA is often maligned for shaking things up and there is often significant resistance to EA and change efforts; however, EA is doing exactly what it is supposed to be doing, which is helping the organization change strategically, even when things are going well, and where operational efficiency may possibly ‘suffer’ somewhat. Strategic change is for the long term survival of the organization and this needs ongoing care and feeding to be successful, and not just an adrenaline shot when the heart of the organization is already in cardiac arrest.

Change Management and Enterprise Architecture

Strategy and Enterprise Architecture

In the book Translating Strategy into Action, by Duke Corporate Education, the authors provide numerous insights into strategy development that are applicable to User-centric EA.

• Strategy is hard—“As managers, the combination of more information, a faster pace, greater geographic reach, greater interdependence, and elevated scrutiny means the environment we manage and the problem we face are increasingly complex.” The EA strategy is hard to develop, but even harder for today’s overtaxed managers to quickly and simply execute.
• Strategy is a differentiator—“Strategy is about being different and making choices…it outlines where and how a company will compete [or operate]…it provides direction, guidance, and focus when you are faced with choices.” The EA is a differentiator for where and how the organization will operate.
• Strategy is purpose—“Creating strategic context for your team creates a greater sense of purpose by connecting what they are doing to the bigger picture.” The EA sets up an alignment between IT and business and establishes context and purpose.
• Strategy must be adaptable—“Strategy will always be in a state of flux and should be adaptable to today’s fast-paced environment.” The EA must be flexible and adapt to a changing environment.
• Information is king—“Implementing a strategy requires managers to move from data acquisition to insight. How managers make sense of information is what will set them and their companies apart.” In EA, information is captured, analyzed, and catalogued for developing strategy and enabling decision-making.
• Always start with a baseline—“Strategy translation and execution always entails moving from where you are to where you want to be. Without an honest and incisive analysis of where you are, this journey begins on faulty ground.” In EA, you’ve got to have a baseline in order to get to your target.
• Think capabilities—“The more important step is to focus on building the capabilities necessary to achieve these [strategic action] steps, and ultimately the intended vision.” EA should help you define and develop your operational and technical capabilities and competancies
  
• Embrace change—“Get comfortable with change. Continue to learn how to adapt because the degree and pace of change is increasing. Your firm’s strategy will change, maybe not in major ways, but always in subtle and important ways.” EA requires that the enterprise is open to change, not for change’s sake, but for adapting to changes in our environment.
  

Enterprise architecture is a strategic, big picture endeavor. It involves developing the baseline, target, and transition plan. The EA is the enterprise strategy and blueprint for bridging information requirements with IT solutions. EA is the CIO’s strategy for meeting mission requirements.

Strategy and Enterprise Architecture

An Ant Colony and Enterprise Architecture

User-centric enterprise architecture supplies critical business and technical information to the end users in the organization to enhance IT planning, governance, and overall decision-making. When developed and communicated effectively, EA is a tremendous information asset to the organization that aids the enterprise in making sound IT investment decisions, aligning technology to mission, and enhancing results of operation.

In the book The Art of War for Executives by Donald G. Krause, the author shows that Sun Tzu’s model for effective, or what he calls “Natural Organizations,” is based on their existence to serve a specific purpose, their information-centered capability, and their adaptability. All of which are highly supportive of the need for a strong EA!

1. Defined purpose—enterprises need to have a clear mission and this is supported by an enterprise architecture that captures performance outcomes, mission functions, process, activities, and tasks, and seeks to provide the information required to perform those.
2. Information-centered—“organizations seek and use data as a basis for action. They avoid unwarranted opinion and conjecture, choosing to deal with uncertainty by estimating reasonable probabilities.” Enterprise with a strong EA, with useful and useable information products, have the requisite information to base meaningful decisions on.
3. Adaptability—“organizations respond quickly and effectively to changes in their environment.” Setting realistic EA targets and transition plans help an organization first of all assess their environment and then to make requisite plans to address change.

Ant colonies are an example of effective organizations that rely on EA-like capabilities:

“Ant colonies have survived for hundreds of millions of years. They exist solely for the purpose of providing food and shelter to its members…are totally information-centered (seeking information about food and shelter and transmitting that to others in the organization), and adapt by changing location and methods to take advantage of opportunities discovered by members.” (adapted from The Art of War For Executives)

While human organizations are obviously more complex than ant colonies and survive by more than simply the search for food and shelter, the simile is apropos:

• When applied to Sun Tzu’s army, their philosophy for success hinged, like the ant colony, on their ability to come together for a defined purpose, in their case to handle whatever threat or opportunity arose.
• Sun Tzu’s superior commanders were information-centered, succeeding “in situations where ordinary people fail because they obtain more timely information and use it more quickly,”—they gather, process, use, and give out information.
• The adaptability of Sun Tzu’s army, enabled them to “respond quickly and adapt readily to changing circumstances…like water, they flow around obstacles and challenges, always seeking to follow the most effective path.”

Like the tried and true success factors for Sun Tzu’s army or the regimented, age-old ant colonies found around the world, organizations succeed through defined purpose, information-centricity, and flexibility. And EA, as a discipline, assists in all of these: focusing and magnifying an organization’s purpose through a well documented and communicated architecture; ensuring information discovery and exchange—often through technology—to support business processes; helping an organization to readily adapt and change through the establishment of targets and transition plans to remain competitive and successful in the marketplace.

From an information perspective, efficient organizations mimic organizations with strong EA’s:

• Organizations “much like new computer chips…create a greater number of channels to move information faster. They also reduce system overhead by reducing unnecessary intramural data requirements (e.g. interoffice memos, unused reports). They increase system response by obtaining more and higher quality information; by training organization members to use information properly; by ensuring that organization members have quick access to data and allowing them to make and execute informed decision based on information; and by efficiently transmitting information to organization members and outsiders.

In large measure, information is at the center of an EA program. EA information is used for helping organization end-users make better IT decisions, and technology investments helps provide information better, faster, and cheaper to support the mission. Like an ant colony survives on information, an organization’s very survival can depend on timely and actionable information.

An Ant Colony and Enterprise Architecture