Strategic Modelling for Enterprise Integration Eric Yu University of Toronto 14th World Congress International Federation of Automatic Control July 5-9,

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Presentation transcript:

Strategic Modelling for Enterprise Integration Eric Yu University of Toronto 14th World Congress International Federation of Automatic Control July 5-9, 1999 Beijing China

@ Eric Yu Modelling for Enterprise Integration It is well-recognized that many types of modelling are required to deal with the various aspects of enterprise, e.g., –activity modelling –function modelling –resource modelling –information modelling –organization modelling e.g., CIMOSA, GERAM,...

@ Eric Yu Towards richer organization modelling How do we express and reason about –motivations –rewards –different ways for achieving objectives understanding “why” opportunities and vulnerabilities … strategic business and social relationships

@ Eric Yu Consider one very successful enterprise... important organizational and social aspects are missing in conventional models

@ Eric Yu Consider another very successful enterprise... the differences are not only in workflow, information, resources, etc., but also in organizational/social and strategic relationships among (internal) organizational actors and with (external) customers, suppliers, etc.

@ Eric Yu Modelling Strategic Actor Relationships and Rationales - the i* modelling framework –have goals, beliefs, abilities, commitments –depend on each other for goals to be achieved, tasks to be performed, resources to be furnished –are semi-autonomous -- not fully knowable / controllable

@ Eric Yu Wants and Abilities I want... I can provide...

@ Eric Yu A Strategic Dependency Model actor goal dependency task dependency resource dependency softgoal dependency LEGEND

@ Eric Yu Roles, Positions, Agents A Strategic Dependency model showing reward structure for improving performance, based on an example in [Majchrzak96] agent position role LEGEND

@ Eric Yu Some strategic dependencies between IKEA and its customers

@ Eric Yu A Strategic Rationale Model

@ Eric Yu Analysis and Design Support opportunities and vulnerabilities –ability, workability, viability, believability –insurance, assurance, enforceability –node and loop analysis [Yu ICEIMT’97] design issues –raising, evaluating, justifying, settling –based on qualitative reasoning [Chung Nixon Yu Mylopoulos, forthcoming monograph]

@ Eric Yu Sample i* representation for an actor (in Telos) TELL Class Physician IN PositionClass ISA ProfessionalPosition WITH resDepends, committedTo fs: FeeForTreatment WITH dependee cm:ClaimsManager end goalDepended, commitsTo td: $Treated(p.injury)$ WITH depender p:Patient end taskDepends, committedTo tm: TakeMedication(p.med) WITH dependee p:Patient end covers tp: TreatingPatient(p) bi: Billing(p.insurCo) integrityConstraint correctClaimsManager: $cm=p.insurCo.claimsMgr$ end

@ Eric Yu The Strategic Rationale Model - a partial schema

@ Eric Yu Ongoing Work formal knowledge representation using a conceptual modelling language Telos tool building - GUI, repository support knowledge libraries strategic knowhow case-based reasoning patterns case studies coordination with other modelling techniques

@ Eric Yu Summary and Conclusions Need intentional modelling about strategic actors to deal with complex organizational, social aspects. Modelling ontologies may be adapted selectively from organization theories, artificial intelligence, requirements engineering, etc. Strategic modelling needs to be part of comprehensive framework for Enterprise Integration.