вторник, 24 февраля 2026 г.

Book Review: Business Architecture: Collecting, Connecting, and Correcting the Dots by Roger Burlton

 


 Business process efforts have always been built around movements. In the 80’s there was Six Sigma. In the 90’s there was Business Process Reengineering. In the 00’s there was Business Process Management. Today there is the general feeling that we are between major initiatives. If there is any widespread focus to process work, it is probably Business Process Architecture. The essential idea behind Architecture is that one ought to develop an overview of how everything fits together.

Early emphasis on process architecture was driven by Geary Rummler, in the 80’s. Geary always advocated beginning any major process initiative with a company architecture that shows how all the major processes in a company worke together to produce valued outcomes. Michael Hammer, in Reengineering the Corporation, followed Rummler’s lead and suggested that projects should begin with an overview or architecture of the company’s processes.

That theme was reinforced by Harvard business strategy professor, Michael Porter, who described a high level Value Chain Model that showed how one combined all the activities that an organization needed to generate a line of products or to achieve a strategic goal. The difference between Rummler and Hammer and Porter, was in the use made of the architecture. Rummler and Hammer used an architecture to begin a process redesign project. Porter used an architecture to refine how the processes in the organization worked together to achieve a strategy. In essence, Porter made architecture into an independent modeling effort.

Watts Humphreys and the folks involved in developing the Capability Maturity Model (CMM) at Carnegie-Mellon defined a development (maturity) path that saw companies evolve from a focus on single process improvement projects to teams of managers who used process architectures and systematic measurements to guide corporate development. Humphreys was clearly interested in architectures, independent of the specific improvement project. Complementing this, in the 00’s, was a US government initiative that required companies to prove their financial integrity – their ability to follow the money — by developing a business architecture that showed how the company moved information about. The US architecture initiative put its focus primarily on the development of a computer architecture that defined software applications used by an organization. Since software applications did not match precisely with business processes, computer-focused architectural efforts often seemed to clash with process-focused efforts. To add to the confusion, the OMG, a software standards consortium, launched a business architecture effort that focused on “capabilities” (outcomes rather than activities) which added considerable confusion to the whole architecture scene.

Today, there are, in fact, several approaches to business architecture, and modifiers like “process” and “IT” need to be checked carefully to determine what type of advice a given book or article will provide.

Business Process practitioners need an approach to architecture that puts processes at the center of their work. Obviously processes must be tied to a company model, to strategies and measurements, to organization charts and to capabilities and software architectures. The essence of a process focus, however, is that businesses achieve value by executing business processes. Processes define what the business can do and they form the backbone on which on attaches everything else– resources, employees, software systems, facilities and access to customers. For processes people, at least, architecture is about processes and how they work together to produce value.

Roger Burlton has been engaged in business process analysis and improvement for decades. I have worked with Roger at BPTrends, at conferences, and on the development of a process methodology and a curriculum, so I am hardly objective, but I think he is one of the most reasonable and practical process gurus available today. Roger has always focused on providing models and procedures to help guide practitioners to success, and his latest book, Business Architecture: Collecting, Connecting, and Correcting the Dots, is an excellent example of Roger’s approach.

The whole book is organized around Roger’s Business Architecture Framework, a model comprised of four phases, each composed of four concerns. The first phase focuses on Defining the Business. Two focuses on Designing the Business, Three focuses on Building the Business, and the fourth phase focuses on Operating the Business.

The second phase focuses on four concerns: Business Processes, Business Capabilities, Business Information and Business Performance. In effect one lays out the business process architecture as one focuses on the first concern, and then integrates processes, with capabilities, information systems and business performance measures as one proceeds to work through the phase. You can think of the business design as having four perspectives and the methodology allows one to integrate the perspectives. This approach provides the developer with a grounding in each of the popular perspectives prevalent today and shows how they can be integrated into a broader approach.

Let’s be clear, Burlton has not written a book that focuses on how to undertake a single process redesign project – books like Rummler and Hammer wrote. He definitely focuses on identifying the various business processes that make up the organization and develops a comprehensive approach to identifying where problems lie and where there are opportunities to improve an organization. He is focused on how one uses an architectural perspective to determine where a process term should focus its efforts.

In essence, Burlton is offering a comprehensive methodology for prioritizing how one goes about improving business processes within an organization. This is a modern update on the approaches that Rummler and Hammer both promoted with a much more sophisticated approach to establishing priorities. The essence, however, is that to improve a business one starts with process and works down to the process problems, identifies which to focus on, fixes them, and then continues to maintain and improve them.

The alternative to this approach might be a book that just focused on what Burlton calls “Designing the Business” and described how to develop a business process architecture in considerably more detail. It might show the relationship between value chains and high level processes in complex organizations, for example. Such an approach would place more emphasis on how process hierarchies fit together, and how one dealt with the flow on core products and with support services like HR and IT, that must be provide, not for customers, but for numerous internal activities.

Consider that fewer companies, today, emphasize architecture than did in the early years of this millennium. Today’s companies face an increasing rate of change and problems, like the pandemic, that seem to come from nowhere and then totally dominate our thinking for a year or two. Organizations that, two decades ago, might have set-up a long term planning group, see no need for such a group today. Instead, organizations are much more likely to buy off-the-shelf processes to handle routine activities, and focus on just those processes that involve critical new technologies or that address customer issues that are most pressing. No one has time for the kind of effort involved in the kind of business process architecture work advocated by CMM.

It’s as if process architecture started as part of planning for a specific process redesign, got elevated into a more specialized concern with CMM and an emphasis on company-wide integration, and now, has retreated to its more modest origins as a way to plan a specific process improvement effort. Burlton offers the perfect approach for this new era. It doesn’t go into great depth on how one might achieve a detailed, company-wide architecture. Instead, it provides a light-weight approach to defining all the various major processes in an organization, and prioritizing them. Then it proceeds to drill down and plan for specific improvements.

Burlton’s book integrates lots of valuable information and several very useful models and procedures into a general approach to figuring out an organization’s problems and opportunities, and then helps readers plan to address the processes that will yield the most valuable improvements. This information is presented in a systematic way, and any business process practitioner will benefit from studying and experimenting with the approaches described in this book. It belongs on every business process practitioner’s bookshelf.


The practical approach described in this book can help you as a business architect, analyst, or manager, create reusable, adaptable, and manageable knowledge of your organization. Apply the full lifecycle from business strategy through implementation, and identify the required knowledge domains. Convert business strategy into usable and effective business designs which optimize investment decisions. Articulate what domain knowledge (the dots) needs to be collected, how these are connected, and which combinations provide the greatest opportunity if corrected. The book covers the main business architecture stages of ‘Define the Business’, ‘Design the Business’, ‘Build the Business’, and ‘Operate the Business’. Build models of the external ecosystem, business stakeholders, business information, business processes, business capabilities, change prioritization, and performance management systems to support your change journey.

This book is an essential companion guide for new business architects and analysts, and a valuable reference for experienced architects to enhance their practice.



https://tinyurl.com/5xvetsdn

The Business Strategy Cheat Sheet

 




The Ultimate Business Strategy Cheat Sheet.

For Leaders and CEOs.

71% of fast-growing companies
Have formal strategic plans in place.

With a successful business strategy in place
The benefits are unparalleled:

- Employees are more engaged and aligned.
- Increased gain in competitor advantage.
- Stronger more informed decisions.

Build an unbreakable business strategy today.
Study these 6 world-class frameworks:

1. Stakeholder analysis:
↳ Assess stakeholder interests and impacts.
↳ Then guide strategic decisions based on the priorities.

2. SWOT analysis:
↳ Evaluate your strengths, weaknesses, opportunities, and threats.
↳ Formulate strategies based on internal and external factors.

3. Porter's 5 Forces:
↳ Analyse your industry competition and market.
↳ Then assess profitability potential within an industry.

4. 6 Sigma model:
↳ Improves processes by reducing defects and variability.
↳ Enhance your efficiency through data-driven quality control.

5. 10 Key Strategy Questions:
↳ Critical questions to ask before you build
↳ The answers will act as your guide throughout the process.

6. McKinsey 7S framework:
↳ Aligns organisational areas for strategic effectiveness.
↳ Ensures all organisational components are aligned.

When it comes to business strategy
The rules are simple:

Those who prepare and build a comprehensive strategy
Will harness the greatest results.

So get started on yours today.
Save, study and implement these frameworks.

And watch your business performance sky rocket!

Credits to Chris Donnelly, follow for more insightful content.

https://tinyurl.com/5t4pcnas

Reinventing Performance Management. Part 1.

 



What is Performance Management?


Performance management is a systematic and continuous process that involves planning, monitoring, developing, reviewing, evaluating and rewarding the performance of individuals or teams within an organization. It aims to optimize individual and team performance, align behaviours with strategic goals, enable professional development, and thus contribute to the overall success of the organization.

Key practices of performance management typically include

  • Setting “smart” objectives
  • Providing regular feedback
  • Appraising performance against established criteria
  • Identifying areas for improvement and development
  • Recognizing and rewarding achievements (or managing the consequences of underperformance)

However, many additional HR practices, such as recruitment and selection, learning & development, employee engagement and recognition, HR analytics, payroll, OD, D&I directly or indirectly support performance management.

How To Transform Performance Management?


A Working Hypothesis


Our hypothesis is that the functionality of performance management within an organization is intricately tied to a prevailing "action logic," a framework about how the "world works" shaped by the fundamental beliefs of founders or leaders. This encompasses three key dimensions: a) the values associated with the concept of "performance"; b) a set of beliefs regarding how organizational performance interconnects with individual behaviors; and c) an understanding of the ways in which individual behavior can be effectively influenced.


On this basis, we are pursuing a dual approach to performance management reform: Firstly, we are critically examining contemporary practices to assess their effectiveness within the "traditional" logic, drawing insights from academic research. Secondly, we are deliberately revising the conventional logic and developing new tools and processes that resonate with a novel approach centered around organizational flourishing. This parallel approach enables us to propose innovative solutions that both align with a redefined organizational logic while also addressing existing shortcomings and lessons learned from established practices.


Traditional Performance Management


Traditional performance management often relies on some variant of "pigeon training": a combination of a utilitarian performance definition, emphasizing profit maximization and financial returns, and an engineering approach to performance optimization:

It is assumed that performance can be accurately forecasted, attributed and measured, that all required activities and outcomes can be predefined, and that causes of individual performance are easily determinable (and manipulable). Total performance is treated simply as the aggregate of individual and unit achievements.

On that basis, financial targets are decomposed and cascaded to organizational units, teams and roles, guided by the annual budgeting cycle. Then, “cybernetic” controls are established through governance cycles, both at organizational and individual/unit level. 

Individual behaviours are assumed to be rational and selfish. Performance results from a linear combination of factors, such as personal ability, motivation and opportunity. Hence, at the individual level, performance can be optimised by: a) ensuring a match between individual competencies and role requirements, b) alignment of individual and corporate purpose. Motivation can be stimulated through carrots and sticks, i.e. extrinsic rewards and punishments. On that basis, appropriate incentives are established.


Performance Management Innovation

As Jon Ingham explains in his insightful lecture (see session archive), performance management has undergone a remarkable transformation in recent decades, with many innovative organizations leading the way in reshaping its principles and practices. Notably, Jon highlights a continuous trend towards heightened agility, a strong focus on human development, increased social inclusion, and the integration of innovative technologies. However, despite such progress, inconsistencies across companies and important shortcomings persist. As Antoinette Weibel reveals in her comprehensive revision of academic research, there is a significant gap between both traditional and innovative practices and tangible real-world improvements, across almost all relevant activities. 


A Quest For genuine Transformation

While traditional performance management has already faced considerable critique, in our view much of it does not change the prevailing "action logic". As a result, many innovative practices ultimately serve as "lipstick on a pig": they legitimise and perpetuate a morally unsustainable paradigm.

  • Ethically, a predominantly utilitarian definition of performance as profit maximisation mostly goes unquestioned. The broader CSR movement has sometimes challenged a merely instrumental purpose, but without much success. Our focus on "flourishing" will demand a more substantive review of what we mean by performance, for whom, and how it can be measured.
  • From an ontological standpoint, performance continues to be viewed as a property of individuals or teams, rather than an emergent organisational property shaped by more intricate mechanisms both within the company, as well as in the broader market and ecosystem. Our revision requires a more holistic approach, including organisational design and governance, in order to determine what it means to "cultivate" flourishing within a social system.


Performance management is the continuous process of setting goals, monitoring progress, and providing ongoing feedback to align employee work with organizational objectives. It moves beyond annual reviews to foster employee growth. The future of performance management is data-driven, agile, and human-centric, focusing on continuous coaching, AI-enabled insights, and holistic employee well-being. 

 

Key Aspects of Current Performance Management:

  • Continuous Feedback: Moving away from annual reviews to regular, real-time check-ins.
  • Goal Alignment: Ensuring individual, team, and organizational goals are aligned.
  • Developmental Focus: Aiming to improve employee performance and potential, rather than just evaluating past work.
  • Objective Metrics: Using data, such as KPIs and sales data, to reduce bias in evaluations. 

The Future of Performance Management (Trends & Innovations):

  • AI and Data-Driven Insights: Artificial intelligence (AI) and machine learning (ML) will analyze large datasets to provide deep insights, predict future performance, and summarize peer reviews.
  • Continuous and Real-Time Feedback: Technology will enable ongoing, actionable feedback rather than waiting for annual reviews.
  • Employee Well-being and Mental Health: Performance management will increasingly integrate wellness, recognizing that health directly impacts productivity.
  • Skills-Based Frameworks: A shift from focusing solely on roles to identifying and developing portable skills and capabilities.
  • Remote/Hybrid Support: Tools will evolve to effectively track and manage performance in distributed teams.
  • Empathy and Human Connection: The focus is shifting toward "coaching" and "empowering" rather than just monitoring. 

Key Takeaway: The future is not just about measuring performance; it is about enabling it through personalized development, AI-driven insights, and a focus on the whole employee. 


Beyond Ratings: A Paradigm Shift In Performance Management! by tamra chandler

Tamra's inspiring call to action during our session was simple yet powerful: "Colleagues in HR, have some courage to change!" Join us for a stimulating 90-minute workshop as Tamra shares her powerful insights from decades of work in HR and organisational transformation, across sectors!

With a laser focus on the appraisal process, Tamra's message was crystal clear: if you still use traditional ratings, normal distribution curves, or forced levelling, just stop! Now! It's simply not good enough to rely on outdated methods. Instead, Tamra offered invaluable insights from decades in the field on fostering fairness, providing developmental feedback, and making reward systems more effective and transparent.

This session is an absolute treasure trove of wisdom, packed with practical lessons, innovative ideas, and actionable strategies for transforming performance management. Trust us, you won't want to miss it!

Tamra is a globally recognized thought leader, author, and speaker celebrated for developing innovative and transformative approaches to maximizing organizational performance. With over three decades of strategic collaboration spanning diverse sectors, she has been at the forefront of reshaping HR practices and organizational paradigms. Formerly a Partner at EY, she founded PeopleFirm LLC in 2009, earning accolades such as Forbes Magazine's "America’s Best Management Consulting Firms" and establishing it as a prominent women-owned enterprise in Washington. She is the esteemed author of three influential books on performance management: "How Performance Management Is Killing Performance"; "Rethinking Performance Management"; and "FEEDBACK (and Other Dirty Words) Why We Fear It, How to Fix It".




































































https://tinyurl.com/msmfsdtu