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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

понедельник, 22 декабря 2025 г.

Practical Process: What Should a Process Owner Know?

 


The Process Owner role is a lynchpin in effective process-based management.

It symbolizes and operationalizes the key concept of cross-functional management of end-to-end processes. It creates a ‘horizontal’ management view that compensates for the ‘verticality’ of traditional management that follows the organization chart. It is also the most novel, and therefore the most challenging, aspect of the introduction of process-based management.

To be successful, and thereby also help others to be successful, a Process Owner must have deep knowledge about the objectives, operation, potentials, and challenges of their process.

In this column I provide an insight into what that might look like.

Process Owner role defined

The idea of cross-functional value (i.e., products, services, and experiences) creation, accumulation, and delivery is fundamental. Value is produced through collaboration across the organization.

business process is a collection of activities that transforms one or more inputs into one or more outputs. Many resources are involved in the management and execution of a process—materials, people, systems, infrastructure, information, technology, facilities, policies, rules, regulations—and these must also be seen to be integral to the process.

Business processes are the only way any organization can deliver value to customers and other external stakeholders. By themselves, separate functional areas of an organization—think of boxes on the organization chart—cannot deliver value to external parties.

The further conclusion we must draw from this is that every organization executes its strategic intent via its business processes.

Who manages across the organization? The organization chart says little of a practical nature about who manages cross-functional value development and delivery. This absence is filled, in part, by the Process Owner role.

I define the role as follows:

The Process Owner is accountable for responding when process performance is outside the accepted range or trending in that direction, when a change of process KPI (PKPI) or target is appropriate, or an idea should be evaluated.

I see the Process Owner role as one of strong influence, but no authority, where the key tasks are to monitor process performance and ideas for change and bring problems and opportunities to the attention of the group of functional managers executing the process. In support of this, there is an escalation path to a whole-of-organization Process Council.

Selecting a Process Owner

In theory, anyone could be the Process Owner for any process; detailed subject matter expertise is not a prerequisite. However, in practice, the role is usually filled by one of the functional managers involved in the execution of a subprocess. You don’t need subject matter expertise…but it’s easier and more credible if you have at least some specialist knowledge.

The worst Process Owner appointment to make is someone who doesn’t believe in the process idea and the role and doesn’t want to do it. This is closely followed by someone who believes but is too far down the organization chart to be effective.

The best Process Owner appointments are curious, fascinated by possibilities to do something different, keen to find and solve problems, and comfortable working in teams to defeat difficult challenges. They are keen to actively develop deep knowledge of the process operation, performance, opportunities, and challenges.

The Process Management Record

I call that collection of deep knowledge the Process Management Record. An overview is presented in Figure 1 and the key components are discussed below.

I maintain this information in a spreadsheet for the convenience of using tabs…there are many other options. The crucial point is that this is the body of knowledge with which a Process Owner should be familiar.


Figure 1: Process Management Record

Figure 2 shows overview data, the sort of information required to give a quick summary of the process and its current circumstances. This may seem trivial but to know this much requires deep knowledge—this is the tip of an information iceberg.


Figure 2: Process Overview

It’s Stakeholder Management 101 in Figure 3 but this is where we must start. Why does this process exist and who cares? A useful way to establish that is to identify who gets something from the process and gives something to it.

We can establish the objectives for each stakeholder, but we need a single set of objectives for the process as shown in the last column.

If it’s not possible to get consensus about the process objectives, then you are probably dealing with two processes/variants.



Figure 3: Process Stakeholder Matrix

In Figure 4 we start to expose the operational details with the all-important process KPIs and their targets. Not just PKPIs and targets; that’s not enough to create a working performance management system. Where is the data coming from (Measurement Method), and not just “survey” who, how, when etc. in enough detail to make it happen? Also, we need a thorough impact analysis to establish the cost-benefit of closing the gap and the cost of not doing so.


Figure 4: Process KPIs & Targets

All actions taken to impact process performance are summarized as shown in Figure 5. Only a few are shown in this example but, of course, there could be many change actions in play.


Figure 5: Process Change Actions

Actions are keyed to the impacted PKPI(s) Some will be small activities, and some will be large projects; links can be added to further details such a project charter.

Again, this is a summary of much deeper knowledge about the change being made: what is being done, when it will happen, the intended consequences of the change, and any other related information.

Note that this is not a list of the things a Process Owner is meant to do, although they may appear in the “Who” column for some actions.

Deep knowledge enables excellence

For a Process Owner to be successful, they must have deep knowledge about their process. That knowledge needs to be accurate and current and accessible to all stakeholders.


Roger Tregear

https://tinyurl.com/mu7cehv3