WHITE P APER Why Architecture Matters: PowerDesigner Enhances Its Support for Enterprise Architecture Sponsored by: Sybase Stephen D. Hendrick Kathleen E. Hendrick May 2010 Global Headquarters: 5 Speen Street Framingham, MA 01701 USA P.508.872.8200 F.508.935.4015 www.idc.com EXECUTIVE SUMMARY Enterprise architecture (EA) is gaining increased attention due to the expanding role of IT and the importance of aligning IT activities with business needs and communicating this alignment to all stakeholders. Effective EA tools both comprehensively define the alignment of business architecture and IT architecture and ensure that changes to these architectures are addressed completely and consistently. The value of any architectural tool is its ability to define and abstract the relationship between objects. IT architecture tools are well known for this ability to provide a detailed view of how IT systems function. Enterprise architecture tools are similarly well known for their ability to identify the structure and strategy of the enterprise and address planning in support for moving the company from its current state to a future state. The primary value of a converged approach to architectural tools is the ability to establish a complete and unified blueprint of both the business and IT pursuits of the enterprise. Once this blueprint is established, the ability of these tools to evaluate intersections enables the enterprise to clearly understand how the business and IT are aligned. There is tremendous value in understanding where these intersections are complete, incomplete, or inconsistent. PowerDesigner is well known for its comprehensive treatment of all three disciplines within IT architecture — data modeling, object modeling, and business process modeling (BPM) — in one tool. This approach has helped PowerDesigner become a leading IT architecture tool. PowerDesigner also now has expanded enterprise architecture functionality along with two key relationships in the enterprise architecture market: an implementation of the Zachman Framework from Zachman International and a partnership with Troux Technologies, one of the leading vendors in enterprise architecture. These new features have enabled PowerDesigner to also become a leader in the overall architectural tools market. IN THIS WHITE P APER This white paper examines the evolutionary changes that are occurring in the overall architectural tools market, including the increasing emphasis on enterprise architecture tools and the importance of a converged approach to architectural tools where support is provided for both business architecture and IT architecture. The convergence of business architecture and IT architecture in one tool provides a more comprehensive, unified, and valuable approach for aligning IT with the structure and strategy of the business. PowerDesigner is one of the first tools to address this converged view of business and IT. A review of key PowerDesigner features is provided along with a detailed discussion of PowerDesigner support for EA and what this means for the overall architectural tools market. In addition, a case study is included that explains how Educational Testing Service is gaining leverage from the use of PowerDesigner. SITUATION OVERVIEW The Rationale for Architectural Tools The increasing reliance on IT by enterprises has resulted in a tremendous emphasis on the alignment of the business and IT. Volumes have been written on this topic (over 38 million articles at last count), and billions have been spent on hardware, software, and services in pursuit of this goal. This is where it is important to bring back the distinction between architecture and architectural tools. Architectural tools provide the blueprint from which an architecture is implemented. This would appear to ensure that architectural tools are held in high esteem. However, the utility provided by architectural tools is directly related to their functional breadth and depth. Architectural Tool Breadth Figure 1 provides a taxonomy of the architectural tools market and enables us to better understand the scope of architectural tool breadth. This taxonomy first segments the architectural tools market into IT architecture and business architecture tools. This bifurcation is then further segmented by discrete focus areas, which currently include data modeling, object modeling, process modeling, and enterprise architecture. 2 #223365 ©2010 IDC FIGURE 1 A Taxonomy of the Architectural Tools Market Architectural Tools Tier 1 IT Architecture Tools Tier 2 Tier 3 Data Modeling Tools Object Modeling Tools Business Architecture Tools Process Modeling Tools Enterprise Architecture Tools Source: IDC, 2010 Today, most architectural tools would be classified as some type of tier 3 tool and provide support for one of the tier 3 domains. Data modeling, object modeling, and business process modeling are all important architectural domains within IT, and it is rare to find a tier 2 IT architecture tool that supports all three of these domains. Business architecture tools currently have a unity relationship with EA tools, but Figure 1 was purposely created this way to support the likely expansion of business architecture tools into domains such as policy, management, and planning. Current EA tools have a distinct business focus and, while capable of bridging to the IT domain, generally stop well short of understanding the specifics of the IT domain. Consequently, the only way to obtain a comprehensive architectural understanding of the enterprise is to seek a tier 1 architectural tool or invest in multiple tier 2 or tier 3 tools. The complexity of aligning multiple architectural tools tends to favor the use of a tier 1 architectural tool. The irony is that the challenge facing most vendors in the architectural tools market is the same challenge that enterprises face in aligning the business with IT — how to achieve a complete, comprehensive, and consistent view for the enterprise. ©2010 IDC #223365 3 Architectural Tool Depth In addition to functional breadth, architectural tools must support comprehensive abstraction capabilities. Abstraction can be thought of as a continuum that can be parsed into multiple abstraction layers and models. This continuum is bounded at the top by conceptual models and at the bottom by physical models. There is also value in establishing logical models that support the transition from conceptual models to physical models. The notion of multiple abstraction layers is critical to addressing architectural issues. Conceptual models enable identification of key strategies, policies, information, processes, and people intrinsic to the enterprise. Logical models take into account key decisions regarding technology and organization directions, providing added detail and/or constraints. Physical models are closely aligned with key enterprise assets. The ability to provide detailed models that show how all key assets relate to and support enterprise strategies, policies, information, processes, and people is what enables the enterprise to have a complete, consistent, and comprehensive understanding of itself. Signs of Architectural Tool Convergence IDC has followed the IT architectural tools market for many years. While the business architectural tools market is less mature, it is largely a different and distinct market with little historical overlap into the IT architectural tools market. However, there are signs of architectural tool convergence. The leading IT architectural tools vendors are expanding their products to support EA capabilities. This is the path that Sybase has embraced with PowerDesigner. Sybase also made two announcements in 2009 that extend its capabilities in the EA domain: In May 2009 Sybase announced a working relationship with Zachman International to incorporate the Zachman Framework into future releases of PowerDesigner. CEO John Zachman is well known for his work in information system architecture and EA. In October 2009 Sybase and Troux Technologies announced a working relationship to bring together Sybase's PowerDesigner model-driven development tool and Troux's EA solution for IT planning. This relationship is very interesting given the underlying architecture of the PowerDesigner product and the strength of the Troux product in IT planning. 4 #223365 ©2010 IDC SYBASE POWERDESIGNER Company Overview Sybase has been a vendor in the software industry for 25 years and a leading software vendor for much of that time. During that time the products that Sybase provides have grown to encompass data management, application development, analytics, modeling, and mobile data services. Through these products and services, Sybase is able to offer organizations the ability to develop and configure systems that collect, store, integrate, and manage data across an enterprise. Products in its Mobile Messaging, Mobile Commerce, and Mobile Enterprise product families enable corporate data to be used by a growing audience of users on any number of devices. Employing nearly 4,000 employees worldwide, Sybase is a global company whose products and services are used around the world in a myriad of industries. For many of these industries, Sybase provides vertical solutions as well as solutions designed to meet specific organizational needs in areas such as business continuity, data warehousing, and business intelligence and analytics. Despite a weak economy, Sybase has grown revenue, operating income, and net income in every one of the past four years. Although revenue in 2009 grew only 3.4%, operating income grew 37.6%, reflecting significant expense control. The ability to maintain growth in challenging economic times attests to the strength of the Sybase products and services. PowerDesigner The first commercial release of what is today PowerDesigner took place in 1989. The current release some 20+ years later is PowerDesigner 15.2. PowerDesigner is also one of the few architectural tools that provide complete support for all aspects of IT architecture and business architecture. This is unusual in the architectural tools market because of the challenging scope and has clearly helped PowerDesigner become a leading architectural tool. PowerDesigner architecture is based on a meta metamodel. In this meta metamodel, the relationship between objects is also an object. Consequently, relationships can define any kind of dependency. So extending the meta metamodel (adding metaclasses) is as simple as adding additional object types. This allows PowerDesigner to adapt very quickly and easily to any visualization or metaclass that is needed. This gives all the metamodels in the product a level of intimacy that is unparalleled, enables fully integrated metadata management, and also accounts for the flexibility and power of PowerDesigner's Link and Sync technology. PowerDesigner includes an enterprise repository and features open support for major development platforms and process execution languages. Additionally, PowerDesigner has expanded its support for EA. The following sections provide an overview of key PowerDesigner features. ©2010 IDC #223365 5 Enterprise Architecture With the most recent release of PowerDesigner, Sybase has matured and enhanced its support for EA. A new enterprise architecture model (EAM) supports seven types of EA diagramming. This diagramming is focused primarily on exposing the business architecture. This represents a strong initial effort at bringing clarity to the business structure, resources, and processes of the enterprise. Also included are several higher-level IT architecture diagrams designed to help set the stage for the alignment of business and IT. Complementing this EA model are new capabilities for project and framework support. This allows users to create project templates and manage framework matrices that help direct, standardize, and ensure the complete treatment of architectural activities. The project and framework have important prerequisites to building out extensible support for EA and are closely related to the announcements that Sybase made in 2009 regarding Zachman and Troux. In May 2009 Sybase and Zachman International entered into a working relationship that enabled the Zachman Framework to be available within Sybase PowerDesigner. Zachman International is a leader in EA certification. The Zachman Framework, initially developed in 1987, is a schema with columns that identify basic communication functions of what, how, when, who, where, and why. The rows are represented by reification categories represented by Identification, Definition, Representation, Specification, Configuration, and Instantiation. This structure can be made domain specific and is used to determine the composite implementation of an enterprise ontology that integrates all the tiers and EA components with an overall EA. The Zachman Framework provides the structure, and PowerDesigner provides the tools to analyze, model, and execute the implementation process. Sybase and Troux Technologies joined forces in October 2009, further strengthening the use of PowerDesigner in designing and implementing enterprise architecture strategies. An enterprise architecture exists to enable an organization to operate efficiently in pursuit of its goals — namely profitability. Given the ever-changing nature of the business environment, an enterprise architecture is never static; rather, it continually responds and adapts to changing environments and customer needs and desires. Troux's capabilities lie in enabling corporations to analyze their existing IT environments, as a central EA component, to determine where changes can be made for more cost-effective operations. Given the tough economic climate corporations are facing, it is advantageous to have tools that can identify weaknesses in IT programs and resources. Once users have used Troux to analyze their environments and determined strategic changes to be made, PowerDesigner delivers a complete set of modeling and code generation tools to design and implement those changes. Customers are pleased with the EA functionality that exists and continues to be expanded by the PowerDesigner team. The case study at the end of this paper provides a view into the experiences of one customer in using PowerDesigner for Enterprise Architecture. 6 #223365 ©2010 IDC Business Process Modeling PowerDesigner's business process modeling capabilities have been improved recently. Additions in the most recent major release include a variety of diagrams that are key to building out a stronger capability to render and analyze business processes. Included in this release are enhanced business process diagramming with the ability to transform and link with process execution models that allow for extension into other BPA techniques (i.e., audit diagrams and event-driven process chain diagrams). PowerDesigner's enhanced capabilities allow for the definition of crossfunctional flowcharts and support key deliverables defined in the ITIL. There is also a capability to import Visio diagrams into the BPM and EA models where they can be enriched with PowerDesigner metadata or used to help extend existing PowerDesigner models. Most PowerDesigner customers we talked to were pleased to see these improvements now that business process modeling is becoming a more important approach for application development. Object Modeling PowerDesigner already supports UML 2.0, so new features in this release are focused on supporting the Eclipse Modeling Framework as a standard target objectoriented (OO) modeling language. This is an important addition because Eclipse is the leading IDE framework for Java development. Data Modeling PowerDesigner is well known for its comprehensive data modeling capabilities. These capabilities are largely responsible for helping PowerDesigner become a leading product in model-driven development (MDD). While data modeling is a mature segment, Sybase continues to expand its data modeling functionality to better support enterprise data modeling needs. New in PowerDesigner is a revised conceptual data model that supports Barker notation and a new logical data model (LDM) that bridges the gap between the conceptual and physical data modeling already provided. The advantage of an LDM is that its schema is aligned with the physical data model, but it remains database independent — making it easier to swap database engines. The physical data model has also been revised to include support for newer RDBMS releases from IBM, Microsoft, Oracle, Sybase, and Teradata. PowerDesigner also features an Information Liquidity Model (ILM) that can track the flow of data through the enterprise. This tool also tracks ETL and data quality issues, so it is useful for designers, developers, and operations staff. All of these models are stored within the PowerDesigner repository and based on security settings that are available to all team members. The repository has features for version control, configuration management, and search capabilities, as well as notifications to users of the latest metadata available. Moreover, metadata can be shared with all stakeholders through the PowerDesigner Web Portal. ©2010 IDC #223365 7 Horizontal Technology Improvements Link and Sync Using Link and Sync technology, PowerDesigner can help users identify the intersections between architectural layers, components, and perspectives of the enterprise, allowing users from all groups to clearly visualize and implement fast, reliable, and predictable change. This feature is a clear differentiator for PowerDesigner in the market. Link and Sync effectively integrates models and leverages the dependencies between models to provide a comprehensive understanding and analysis of the enterprise. This capability means that IT and business users obtain a holistic view of the enterprise and that changes made to one model will be synchronized with all other models. This capability is required for organizations that are employing an EA approach. It affects the feasibility and usability of the models over time. A common problem with modeling is that once models are created, they are never updated again to reflect reality. Moreover, the effort involved to keep varying models in sync manually would prohibit that activity from taking place. Through Link and Sync, this synchronization is accomplished automatically, which increases the chances that the models will be kept up to date and used regularly to determine how best to manage business changes and their effect on the EA. Organizations must have a capability to efficiently determine the impact of proposed changes to the EA. Link and Sync ensures that the impact of an actual or anticipated change to the IT architecture or business architecture is completely understood. Link and Sync is a key capability for the following reasons: Link and Sync enables coordination of multitool and cross-domain metadata. This allows PowerDesigner to provide a more complete view of all architectural components and their dependencies across the enterprise. Impact analysis is made far more meaningful through Link and Sync. Intended changes to objects or relationships can be more completely understood, which improves agility, time to market, quality, ROI, and governance. Automated Code Generation PowerDesigner delivers a range of modeling tools to take a project design from a highly abstract and conceptualized state to a complex and detailed plan for execution. Execution, in the form of automated code generation, can also be accomplished by PowerDesigner. PowerDesigner puts customizable templates in the hands of designers with support for all leading development environments including SQL, Java, and .NET. PowerDesigner includes plug-in support for Eclipse, Microsoft Visual Studio, and PowerBuilder development environments, and requirements integrate with Microsoft Team System. These capabilities make it possible to increase productivity and provide users with the tools with which they are familiar to execute their tasks. Reverse Engineering Reverse engineering speeds the architectural knowledge capture for software assets already deployed. Besides being an effective way to accelerate the understanding of the existing IT environment, reverse engineering is also effective at understanding any newly acquired software assets. 8 #223365 ©2010 IDC FUTURE OUTLOOK The EA functionality of PowerDesigner has been very effective at driving demand, so we expect a continued focus on building out this EA functionality. Sybase made a wise move by deciding to be an early mover in seeking to provide a unified and converged architectural product. The strategy of bringing more and more functionality under one roof has always been successful in the software industry. It is especially valuable in the architecture tools market where there is added leverage in an extended family of objects and relationships regarding dependencies, consistency, reconciliation, and impact analysis. Sybase is better positioned than most vendors to leverage partnerships due to its Link and Sync technology and meta metamodel. These two technologies enable PowerDesigner to build meaningful associations to virtually any object with the architectural tools domain. This is evident in the partnering that PowerDesigner has established to date (Zachman and Troux) and will greatly simplify and facilitate future partnerships. This is especially important as the architectural tools market continues to expand in scope. CHALLENGES/OPPORTUNITIES The value of a converged architecture tool is the complete and integrated coverage provided. However, the underlying tool architecture to enable convergence is a meta metamodel. PowerDesigner is one of the few products on the market that employ a meta metamodel in its design, thereby making any integration of EA technology far easier and significantly less costly than what other vendors would experience. This will give Sybase an early mover advantage in the converged architectural tools market. Sybase will need to balance the degree of EA functionality it elects to build into PowerDesigner with the role its EA partners expect to play. Partnering may become increasingly complex as EA firms continue to expand into traditional IT areas and IT architecture tools begin adding EA features. Repository overlap is one of the first areas where we expect partnering issues to arise. Other leading vendors in the MDD market would benefit from a stronger architectural tools story. Acquisition by any of the leading software vendors of EA technology would not immediately result in truly converged capabilities due to technology imitations of their product architecture. However, marketing messages could distort this situation, creating challenges for Sybase. While there is a consistent look and feel across the PowerDesigner modeling tools, customers indicate that it is tied to the Windows client and not the browserbased version. To simplify maintenance and product access, the PowerDesigner team is planning to build upon the Web Portal technology to offer a full Web client interface in the next major release. ©2010 IDC #223365 9 CONCLUSION PowerDesigner represents an important milestone for Sybase by increasing support for EA. As discussed in the first half of this paper, architectural tools have tended to evolve along two discrete paths: business architecture and IT architecture. While many IT architecture tools can claim some support of business architecture needs, PowerDesigner is the first IT architectural tool to provide material support and partnering in EA. Building EA support into PowerDesigner was a great way to make a good product even better. PowerDesigner's current EA capabilities will certainly appeal to its current installed base that has yet to embrace EA. Sybase can also expect to attract an entirely new set of customers from these capabilities. Partnering with Troux also helps PowerDesigner provide comprehensive EA capabilities. What is perhaps more interesting is the access that Sybase now has to the Troux installed base and the ability of both firms to market to each other's customers — given that the products, at this point in time, are fundamentally complementary. Sybase's new relationship with Zachman is also a deft move. Zachman's frameworks are the gold standard of the industry and will help amplify PowerDesigner messaging around EA. CASE STUDY IDC interviewed a number of PowerDesigner customers during the development of this white paper. A consistent thread across these interviews was the added value provided by PowerDesigner's EA functionality. The following case study describes one customer's experience with PowerDesigner and its EA capabilities. Educational Testing Service Company Overview Educational Testing Service (ETS), established in 1947, provides testing and assessment products and services for a wide range of educational sectors. ETS is a private and nonprofit organization that employs 5,000 professionals worldwide and has current revenue of approximately $1.2 billion. ETS' goal is to provide fair, valid, and reliable assessments for the organizations and customers it serves. Through the development, administration, and scoring of a myriad of tests, ETS seeks to "advance quality and equity in education by providing fair and valid assessments, research and related services." As part of achieving its mission, ETS is always seeking innovative ways to improve and refine measurement. It also invests in the tests it has designed and rotates and mixes content to ensure quality and validity. This allows the company to consistently provide fair assessments and maintain high standards in its field. 10 #223365 ©2010 IDC IT Organization ETS has a centralized IT organization that consists of 700 employees. This department is responsible for all software and information technology and services for the entire company. Software is developed to meet many of the corporate requirements because ETS has found it difficult to purchase off-the-shelf products to meet its specific needs. IT is responsible for building and operating the corporate infrastructure including applications, systems, and services but has outsourced running that infrastructure to CSC. CSC is responsible for infrastructure areas such as desktops, servers, WANs, and LANs. All of the capabilities of ETS are delivered through information technology from the development of an assessment through the creation, field testing, administering, and scoring of that assessment. Once scoring is completed, reporting requirements and in-depth analysis ensure the integrity of the assessment. Consequently, the IT organization uses about 15% of the company's revenue in its support of the company's operations and services. Architecture and Corporate Challenge At the time ETS was established in 1947, there was no such thing as IT. Still, ETS utilized the technology of the period to score exams. In the early years, each assessment or test had its own computer system despite the fact that they were all accomplishing the same thing. This ultimately led to a considerable amount of duplication and redundancy. About 20 years ago came the recognition that the same systems were being built repetitively, and at that time, ETS began moving toward a centralized IT process to build a common set of capabilities. This effort was accelerated in the past five years and has not been without challenges. The first step was to understand exactly the scope of what it had across the entire stack from data through business requirements. Additionally, there was a requirement to be able to perform impact analysis so that it was possible to ascertain the effect of changes across the range of applications and systems. This is a crucial point given the importance and nature of the testing and reporting services the company provides. ETS tried a number of products prior to PowerDesigner; however, it found these products difficult to integrate, lengthy to install, or too limited in supporting an enterprise scope. Needs That PowerDesigner Addressed When ETS explored prospective products, it was drawn to PowerDesigner because it provided not only data modeling but also object-oriented and business process modeling. In addition, it came with an underlying metadata repository where both PowerDesigner-developed and non-PowerDesigner artifacts could be stored. ETS began with data modeling and business process modeling and worked those two areas together. Ultimately, ETS is working toward traceability across a domain for any given assessment, and it has realized this goal for some of its newer systems that it has built from scratch. Moreover, ETS leverages PowerDesigner's Link and Sync capability to ensure that it can synchronize between various model types to document and reconcile any changes that are made. This feature ensures that nothing is overlooked when changes are made. When developing new systems, ETS starts by analyzing its existing business process and defining the future state through "to-be" ©2010 IDC #223365 11 business processes, detailing business requirements and a conceptual data model. Once these documentation artifacts have been established, ETS can review its existing systems (by reviewing enterprise architecture models, solution activity and deployment diagrams, application use-case inventories, and logical deployments) to see what already exists that can be reused and leveraged. In fact, the company now has a metric that measures the amount of reuse and enables it to ensure that it is compliant with its reference architecture and modeling capabilities. Hence, ETS is able to more easily identify areas for reuse as well as detect gaps in requirements. PowerDesigner's EA capability enables ETS to better discover and understand the existing infrastructure and systems capabilities. This knowledge again increases reuse and drives better quality and consistency. PowerDesigner has been ETS' biggest success from an architectural standpoint and has helped the company with its goal of putting new systems together more quickly. From a business and IT alignment perspective, PowerDesigner provides data to help ETS better align the two areas but does not do it for the company. That said, a huge value PowerDesigner provides is impact analysis through requirements traceability, which enables IT to much more quickly respond to new and changing requirements from the business side. While this is currently still a challenge for ETS, it is steadily improving as it refines its overall system integration. Another area ETS is starting to explore is PowerDesigner's integration with Troux to gain portfolio management, compliance, and visualization capabilities. ETS is satisfied with the functionality provided by PowerDesigner and values working with the PowerDesigner team. ETS is impressed with how Sybase has taken its calls, listened to its needs, and provided strong customer service. PowerDesigner Best Attributes The best attributes of PowerDesigner, from ETS' perspective, fall into four areas: architectural discipline, data modeling and management, central repository, and working with the PowerDesigner team. Architectural discipline is the ability to build a wide variety of models with high levels of enforced standardization and intermodel consistency. To date, one of the biggest benefits that ETS has realized from PowerDesigner is architectural discipline gained from the consistency and standards enforced features of PowerDesigner tools. ETS has found that PowerDesigner's disciplined approach to modeling results in higherquality models that have unparalleled breadth and depth of functionality and consistency. This architectural discipline is due to the classic modeling strengths of PowerDesigner, its central repository, and the business context afforded by its enterprise architecture functionality. ETS has also found the PowerDesigner data modeling and management to be very strong. It is especially impressed with the business process modeling as a result of recent improvements made to that module. Due to improvements that allow free formatting, ETS has been able to eliminate the need for Visio among most of its developers. 12 #223365 ©2010 IDC The other key strength is the common metadata repository. Once ETS completes loading all of its models into this single consolidated repository, the company will have very strong discovery capabilities — something it doesn't currently have. This repository is a key part of the PowerDesigner value proposition because of its support for discovery, versioning and impact analysis, and integration/reconciliation. These features and standards have brought a new level of consistency across all areas of ETS development, especially in the area of data management. Moreover, they have also helped ETS make great strides in its goal to increase reuse of existing functionality. Copyright Notice External Publication of IDC Information and Data — Any IDC information that is to be used in advertising, press releases, or promotional materials requires prior written approval from the appropriate IDC Vice President or Country Manager. A draft of the proposed document should accompany any such request. IDC reserves the right to deny approval of external usage for any reason. Copyright 2010 IDC. Reproduction without written permission is completely forbidden. ©2010 IDC #223365 13
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