Dragon1 Open EA Method

1. A new view on EA

    2. Dragon1 Introduction

    3. EA in Practice

    4. Way of Thinking

    5. Way of Working

    6. Way of Representing

    7. Way of Supporting















    How to Create a Design Sketch of a Total Concept

    Create Sketches with Dragon1 PRO

    Why do you start creating Conceptual Sketches?

    As an Enterprise Architect, everyone is looking at you to be able to give an overview of strategic changes in a split second.

    Fortunately there is a defined architecture product that fills that need: the Design Sketch of a Total Concept.

    This page presents a HOW TO in conceptual design, enabling you to communicate your innovative ideas much more effectively.

    What is a Design Sketch?

    A Design Sketch is an informal visualization that with sketching techniques shows the context, borders, features, benefits and costs of an enterprise structure at a conceptual, logical or physical level.

    A Design Sketch of a Total Concept (aka Architecture) shows at a conceptual level the context, borders, features, benefits and costs of an enterprise structure and how to realize this enterprise structure. So in Dragon1 terms with a Design Sketch of a Total Concept of an enterprise structure in your hands, you are looking at a perspective (aligned views) of the architecture of an enterprise: the enterprise architecture, for a certain period in time.

    A design is a plan of how to build a structure. A design sketch is a graphical sketched representation of a design plan.

    A design sketch, see example figure, is a visualization showing the total concept or architecture of a structure.

    Structure of the Design Sketch

    It may contain ovals for every concept, but also metaphoric images depicting the concepts much more meaningful.

    Important of using sketch symbols or real handwriting sketches is that the visualization looks more informal and decisions are not yet finally been made, as opposed to drawings, diagrams or even artist impressions. And that is often because in a sketch concept a lot of irrelevant details are left out.

    HOW TO Create a Total Concept

    Here is an overview of the process steps to take:

    There are five steps and each step has an input, list of activities and output.

    It is important for the sake of higher output quality that every step is done and a taken decision is logged on paper (or digital document) and that every input and output of a step is put in writing on paper or digital document. This enables collaboration and discussing with others effectively, coaching of you by more experienced architects and track/trace and improve the decisions taken along the road of concept design.

    1. Step 1: Defining Context and Scope

      Input of step 1:

      You as an enterprise architect, the owner/client or a stakeholder of an enterprise has the intention or the need to communicate and discuss a fundamental strategic change of an enterprise. The fundamental change will lead to an integral business & IT solution to be implemented. But as everyone knows, this solution is almost a completely new company. And it has to fit in or collaborate with the current company. So dealing with the impact of implementing the new concept is very important.

      Maybe the owner/client or you have been inspired by a beautiful enterprise structure, an integral solution or know of a new trend. Look information up about it and take a visit, and you can use this information and experience a great deal in the following activities.

      Activities in step 1

      1. It is a good practice to try to name and define the fundamental strategic change or integral business IT solution that is subject and at the same time try to name and define an enterprise structure that needs to be created with it. Below are some examples or common total concepts in various industries:
        • Industry, Type of organization, 3 Total Concepts
        • Government, Municipality/City, eGovernment - Case Management - The paperless office
        • Healthcare, Hospital, eHealth, Chain Reversal
        • Retail, Supermarkets, eRetail - Seamless Retailing - Digitizing
        • Logistics, Distributor, eFulfilment - Return Logistics
        • Finance, Bank, SEPA
        • Telco's, Phone Companies, Service Delivery Automation
      2. You have to be aware that there is a difference in how in theory is thought and spoken of a total concept and how that total concept is applied onto a structure.
      3. The way a total concept is applied is ALWAYS different from theory. Also in your case.
      4. First you need to know the theoretical total concept (architecture) that has to be designed or re-architectured and you have to know the structure (the project) that has to be build/realized with it.
      5. And what are they? Write them down, and define them. And it is often the case you start out with three different total concepts:
        • minimal scenario (doing hardly anything)
        • average scenario (what is realistic in terms of resources, time and money)
        • maximum scenario (to change the world)

      Give the total concept a name for the generic unapplied total concept and a name for the specific applied total concept onto the enterprise. As an enterprise is unique, often the total concept applied is also unique.

      For example:

      • eCommerce vs the City of New York way of doing eCommerce
      • eHealth vs the London Hospital way of doing eHealth
      • Online business services company vs the Google way of doing online business

      As an example: The Colosseum is a building structure in Rome and the underlying total concept (architecture) can be named an Amphi Theatre. The only thing is that the Colosseum is quite a unique Amphi Theatre. It is one of its kind. In fact Colosseum today is the name of a unique total concept of its even so called structure. Today Colosseum is a specialization as total concept of Amphi Theatre.

      It is like that in Enterprise Architecture. Google is an online business services company, but Google is one of a kind online innovative company. Google has now become a total concept for an enterprise and many other organization try to copy it.

      Output of step 1:

      • '''A documented list containing the following items:'''
      • '''Name (+ definition + literature reference) of the theoretical Total Concept''':
      • '''Name (+ definition + literature reference) of the (to be) applied Total Concept''':
      • '''Name (+ definition + literature reference) of the reference structure''':
      • '''Name (+ definition ) of the (to be) realized structure''':

    2. Step 2: Making it Visual in one picture

      Sketch of the Online Insurance Concept

      Make your first visualization by real hand sketching in one metaphoric picture, the total concept (the theoretical one or applied one) and the structure.

      But how to make a one-picture-sketch?

      Activities in step 2

      • Take a good look at the definitions of the concept.
      • Write down words of associations you or other people have or see reading the definition.
      • Try to sketch the archetypes of the properties of the concepts or associations of words. And also write down the names of the archetypes and try to specialize or generalize the archetypes to find the right one to draw. It helps.
      • Switch between drawing real world versions and abstract version. Test what works and what does not work.
      • Draw at a large A1-size (flip over chart). Later on you can scan the picture and minimize it (at A4 size).
      • Make sure only the properties that are mentioned come back in your concept sketch and appeal to the interest of the owner/client and most important stakeholders.
      • Use the images tab of a search engine to if you are out of inspiration. Also check out colleagues what ONE-PICTURE-associations they have with a certain total concept.

      Note: A CxO of bank once said: my total concept is easy, our bank must be bigger than the competition. Then he took two cups, a large and a small one and wrote his companies name on the largest one (with #1 because of customer centric approach in brackets below) and on the other small cup the name of the competition. Made a photograph of it and put it on the wall. And he said: there you have it: "my total concept within the context of globalization!"

      Output of step 2:

      • '''A one-picture-sketch of the total concept'''

    3. Step 3: Exploring the Oval

      In this step we create our second visualization: the oval sketch.

      It is a pre-form of our final design sketch. It contains a context box, with that an oval for the total concept and with that per concept an oval.

      Activities in step 3

      1. The ovals placed next to each other and/or (partially) on top of each other. It is wise to use a maximum of five levels deep.
      2. Take your definition of the total concept and look at the nouns (entities) and verbs (relations).
      3. In these two lists you need to identify the fundamental concepts and sub/partial concepts and sub-subconcepts of the total concept. And make a list of these concepts.
      4. The list MUST contain concepts or subconcepts or sub-subconcepts that are NOT used by the competition. Else you have a hard time arguing why your unique or will be better than the competition.
      5. Organize this list in three levels (fundamental concepts, subconcepts and sub-subconcepts)
      6. Now per concept do the same as what you have for the total concept: look its literature up, check out references/best practices, and collect the definition of it.
      7. And make a distinction between the concepts part of the theoretical total concept and the version that will be applied. Note: make use of generalization vs specialization of concepts, work with and generic and specific concepts.

      Output of step 3:

      • '''A list of the concepts per total concept, subconcepts per concept and sub-subconcepts per sub concept + their definitions and literature references.'''
      • '''An oval sketch'''

    4. Step 4: Create your Library

      In the previous step we have create a list of all concepts. Now it is time to try to sketch every concept based on its definition. Basically you can follow the description of step 2. for how to draw a metaphoric sketch symbol of concept, but as you are creating a set of symbols it is important to work with a set of certain visualization standards.

      Activities in step 4:

      • Be sure the size of the metaphoric symbols are related or equal
      • Be sure the line style and texture of areas is the same
      • Try to add your own unique style in it (f.i. using shades, corners, colors or comical elements)
      • Look up some examples of sketch libraries on the web
      • Us as few arrows or lines as possible. Ban crossing lines if possible.
      • Know that after practice also you can do this! Know also that if you do not practice, you will never learn it!

      Output of step 4:

      • '''A set / library of sketch symbols per concept that fit together'''

    5. Step 5: Stand and Deliver

      Activities in step 5:

      1. With the name and definition of our total concept and list of metaphoric symbols ready we can now compose our design sketch.
      2. A best practices is to divide the context (and the context must be given a name + period) in six equal areas: four on top and four on the bottom. Or to draw circles or ovals to divide to context. See the example drawing for this.
      3. Just like taking a picture you could place the most important symbols on the right hand side line crossing (#3 and #4) and place the other important symbols on the other line crossing.
      4. Use symbols to connect the important symbols. And write down words to telle or explain function, benefits or costs.
      5. Be sure there is a flow, motion or movement in your picture that is logical and intuitive (left to right, top to bottom, inside-out. But keep it simple. Simple is better.

      Output of step 5:

      • ''Now you have your first Design Sketch!''

    Note: Do not ever forget to give your sketch a title, author, date, version, status and write down the communication message it should have.

    The Benefits

    When done correctly this Design Sketch of a Total Concept will be put on the wall in the boardroom to be seen as marker why, when and how it all started, and what is the purpose.

    So, therefore really every architect should ASAP create one or more conceptual sketches of total concepts or scenarios of total concepts.

    Three very good reasons to do so are:

    1. You capture who is the owner/client, what the initial need and requested functions are and what the (initial) estimated costs are.
    2. Throughout the project everyone will keep remembering how and why it all started using the conceptual sketches. So everyone is kept on track.
    3. It saves time, money and resources of the project at any given moment.

    When

    One of the very first visualizations to create as an Enterprise Architect is a Design Sketch of a Total Concept for the owner/client of a structure or project with its context/environment.

    The sketch can be part of the design assignment to help the owner/client choose what total concept for what structure has to be designed and realized.

    Also after the design assignment has been given a Design Sketch of a Total Concept (aka an architecture vision) should be always present.

    Important never to forget is that a Design Sketch of a Total Concept MUST include the top benefits, features, costs and actions for it to be useful.

    Read also

    If you are interested in more examples of Concept Sketches you might also want to read:

    1. Concepts > Single Source of Truth Concept
    2. Terms > Concept Definition
    3. Tutorials > How to Design Enterprise Architecture

    Getting Started

    We hope we have inspired you to start with conceptualizing.

    Besides the fact you already got started creating a concept sketch by reading this page (step 0), you can just start by signing up for a Trial Account and do the steps on this page in Dragon1 as Enterprise Architecture Tool.