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From Business Strategy to Information Technology Roadmap

Book Description

Whether you are a CEO, CFO, board member, or an IT executive, From Business Strategy to Information Technology Roadmap: A Practical Guide for Executives and Board Members lays out a practical, how-to approach to identifying business strategies and creating value-driven technology roadmaps in your organization. Unlike many other books on the subject, you will not find theories or grandiose ideas here. This book uses numerous examples, illustrations, and case studies to show you how to solve the real-world problems that business executives and technology leaders face on a day-to-day basis.

Filled with actionable advice you can use immediately, the authors introduce Agile and the Lean mindset in a manner that the people in your business and technology departments can easily understand. Ideal for executives in both the commercial and nonprofit sectors, it includes two case studies: one about a commercial family business that thrived to become a multi-million-dollar company and the other about a nonprofit association based in New York City that fights against child illiteracy.

Table of Contents

  1. Dedication
  2. Praise for From Business Strategy to Information Technology Roadmap
  3. About the Authors
  4. Acknowledgments
  5. What Is This Book About?
    1. Section I A Concise Introduction to Business Strategy: Concepts and Formulation
      1. Chapter 1. From Mission, Vision, and Values to Business Model
      2. Chapter 2. Business Strategy and Its Formulation
    2. Section II An Introduction to Lean, Lean and Agile Organization, and Lean and Agile IT
      1. Chapter 3. What Do We Mean by Lean, Lean and Agile Organization, and Lean and Agile IT?
    3. Section III From Business Strategy to IT Roadmap: An Introduction to Enterprise Architecture (EA)
      1. Chapter 4. An Introduction to Business Strategy and IT Alignment
      2. Chapter 5. More on Enterprise Architecture
    4. Section IV From Business Strategy to an Agile and Lean IT Roadmap: The Formulation Process
      1. Chapter 6. A High-Level Overview of the IT Roadmap Formulation Process
      2. Chapter 7. More on the IT Roadmap Formulation Process
      3. Chapter 8. From a Business Unit's IT Roadmap to an Enterprise IT Roadmap
      4. Chapter 9. IT and Mergers and Acquisitions (M&A) Activities
      5. Chapter 10. Change Management
    5. Section V From IT Roadmap Formulation to Execution
      1. Chapter 11. Strategy isxd Execution
      2. Chapter 12. Parting Thoughts
    6. Section VI Case Studies
      1. Chapter 13. Case Study 1: Commercial Case Study: All About HatWare
      2. Chapter 14. Case Study 2: Nonprofit Case Study: US Against Illiteracy
    7. Appendices
    8. Who Should Read This Book?
  6. Preface
  7. Foreword by Mitchell Fox
  8. Foreword by Larry Rothstein
  9. Foreword by Michael Weiner
  10. Foreword by Emily Simoness
  11. Foreword by Kiran Rijhsinghani
  12. Section I A Concise Introduction to Business Strategy: Concepts and Formulation
    1. Chapter 1. From Mission, Vision, and Values to Business Model
      1. 1.1 Chapter Objective
      2. 1.2 Mission, Vision, and Values
        1. 1.2.1 Mission
        2. 1.2.2 Vision
        3. 1.2.3 Values
      3. 1.3 Business Model
      4. 1.4 Takeaways
      5. References
    2. Chapter 2. Business Strategy and Its Formulation
      1. 2.1 Chapter Objective
      2. 2.2 What Is Business Strategy?
        1. 2.2.1 Key Criteria for a Good Business Strategy
          1. 2.2.1.1 Internal Consistency
          2. 2.2.1.2 External Consistency
          3. 2.2.1.3 Dynamic Consistency
        2. 2.2.2 Some Other Important Considerations
          1. 2.2.2.1 Trade-Offs
          2. 2.2.2.2 Strategic Fit
      3. 2.3 From Core Competency to Value Creation
        1. 2.3.1 Core Competency and Value Chain
          1. 2.3.1.1 Core Competency
          2. 2.3.1.2 Value Chain
        2. 2.3.2 Relative Cost Analysis
        3. 2.3.3 Value Creation
          1. 2.3.3.1 Some Special Perspective for Commercial Companies
          2. 2.3.3.2 Some Special Perspective for Nonrofit Organizations
      4. 2.4 Michael Porter's Five Forces Framework
        1. 2.4.1 Michael Porter's Five Forces
          1. 2.4.1.1 Bargaining Power of Suppliers
          2. 2.4.1.2 Bargaining Power of Customers
          3. 2.4.1.3 Threat of New Entrants
          4. 2.4.1.4 Threat of Substitutes
          5. 2.4.1.5 Rivalry among Existing Competitors
          6. 2.4.1.6 Walmart and Porter's Five Forces
            1. 2.4.1.6.1 Bargaining Power of Suppliers
            2. 2.4.1.6.2 Bargaining Power of Customers
            3. 2.4.1.6.3 Threat of New Entrants
            4. 2.4.1.6.4 Threat of Substitutes
            5. 2.4.1.6.5 Rivalry among Existing Competitors
          7. 2.4.1.7 The MoMA and Porter's Five Forces
            1. 2.4.1.7.1 Bargaining Power of Suppliers
            2. 2.4.1.7.2 Bargaining Power of Customers
            3. 2.4.1.7.3 Threat of New Entrants
            4. 2.4.1.7.4 Threat of Substitutes
            5. 2.4.1.7.5 Rivalry among Existing Competitors
        2. 2.4.2 Leading Uses of the Five Forces Framework
        3. 2.4.3 A Sixth Force
      5. 2.5 Product-Market Growth Directions Matrix
      6. 2.6 The Strategy Blade
      7. 2.7 From Business Strategy to Financial Goals
      8. 2.8 Takeaways
      9. References
        1. Figure 2.1
        2. Figure 2.2
        3. Figure 2.3
        4. Figure 2.4
        5. Figure 2.5
        6. Figure 2.6
        7. Figure 2.7
        8. Figure 2.8
        9. Figure 2.9
        10. Figure 2.10
  13. Section II An Introduction to Lean, Lean and Agile Organization, and Lean and Agile IT
    1. Chapter 3. What Do We Mean by Lean, Lean and Agile Organization, and Lean and Agile IT?
      1. 3.1 Chapter Objective
      2. 3.2 What Is Lean?
      3. 3.3 So What Do We Mean by a Lean and Agile Organization and a Lean and Agile IT and IT Roadmap?
      4. 3.4 Takeaways
      5. References
        1. Figure 3.1
  14. Section III From Business Strategy to IT Roadmap: An Introduction to Enterprise Architecture (EA)
    1. Chapter 4. An Introduction to Business Strategy and IT Alignment
      1. 4.1 Chapter Objective
      2. 4.2 Why Business and IT Misalignment Is Unacceptable
      3. 4.3 How Can We Identify if There Is Such Misalignment?
      4. 4.4 Why Has IT Never Been Clearly Aligned with the Organization's Business Strategy?
      5. 4.5 How Can We More Clearly Align IT with an Organization's Business Strategy?
      6. 4.6 Introduction to Enterprise Architecture
      7. 4.7 A Look at the Different Layers of an Enterprise Architecture
      8. 4.8 Takeaways
        1. Figure 4.1
        2. Figure 4.2
    2. Chapter 5. More on Enterprise Architecture (EA)
      1. 5.1 Chapter Objective
      2. 5.2 EA Framework
        1. 5.2.1 Enterprise Business Architecture
          1. 5.2.1.1 Business Objectives, Goals, and Metrics
          2. 5.2.1.2 Business Processes
          3. 5.2.1.3 Team Structure
        2. 5.2.2 Enterprise IT Application Architecture
        3. 5.2.3 Enterprise IT Data Architecture
        4. 5.2.4 Enterprise IT Infrastructure Architecture
        5. 5.2.5 Enterprise Security Architecture Layer
      3. 5.3 Takeaways
      4. Reference
        1. Figure 5.1
        2. Figure 5.2
        3. Figure 5.3
        4. Figure 5.4
        5. Figure 5.5
        6. Figure 5.6
        7. Figure 5.7
        8. Figure 5.8
        9. Figure 5.9
        10. Figure 5.10
        11. Figure 5.11
        12. Figure 5.12
        13. Figure 5.13
        14. Figure 5.14
        15. Figure 5.15
        16. Figure 5.16
        17. Figure 5.17
        18. Figure 5.18
  15. Section IV From Business Strategy to an Ague and Lean IT Roadmap: The Formulation Process
    1. Chapter 6. A High-Level Overview of the IT Roadmap Formulation Process
      1. 6.1 Chapter Objective
      2. 6.2 Step 1: Identify Current Business and IT Situation
      3. 6.3 Step 2: Identify Future Business Strategy and IT Needs
      4. 6.4 Step 3: Identify Business and IT Gaps
      5. 6.5 Step 4: Identify the IT Roadmap
      6. 6.6 Takeaways
        1. Figure 6.1
    2. Chapter 7. More on the IT Roadmap Formulation Process
      1. 7.1 Chapter Objective
      2. 7.2 Step 1: Identify the Current Business and IT Situation
        1. 7.2.1 Current Enterprise Business Architecture
          1. 7.2.1.1 Business Goals and Metrics
          2. 7.2.1.2 Business Processes
          3. 7.2.1.3 Team Structure
        2. 7.2.2 Current Enterprise IT Application Architecture
        3. 7.2.3 Current Enterprise IT Data Architecture
          1. 7.2.3.1 Enterprise IT Transactional Data Architecture
          2. 7.2.3.2 Enterprise IT Business Intelligence Data Architecture
        4. 7.2.4 Current Enterprise IT Infrastructure Architecture
      3. 7.3 Step 2: Identify the Future Business Strategy and IT Situation
        1. 7.3.1 Future Business Strategy and Its New Enterprise Business Architecture
          1. 7.3.1.1 Future Goals and Direction
          2. 7.3.1.2 Enterprise Business Processes
          3. 7.3.1.3 Team Structure
        2. 7.3.2 Future Enterprise IT Application Architecture
        3. 7.3.3 Future Enterprise IT Data Architecture
        4. 7.3.4 Future Enterprise IT Infrastructure Architecture
      4. 7.4 Step 3: Identify Business and IT Gaps
        1. 7.4.1 Gaps in Enterprise Business Processes
        2. 7.4.2 Gaps in Enterprise IT Application Architecture
        3. 7.4.3 Gaps in Enterprise IT Data Architecture
          1. 7.4.3.1 Transactional Applications
          2. 7.4.3.2 Enterprise Business Intelligence/Analytics
        4. 7.4.4 Gaps in Enterprise IT Infrastructure Architecture
      5. 7.5 Step 4: Identify the IT Roadmap
        1. 7.5.1 The Organization or Business Unit's Business Direction and Financial Goals
        2. 7.5.2 The Organization or Business Unit's Overall Enterprise Architecture
        3. 7.5.3 Technical Migration Plan
        4. 7.5.4 Timeline
        5. 7.5.5 IT Budget
      6. 7.6 Takeaways
        1. Figure 7.1
        2. Figure 7.2
        3. Figure 7.3
        4. Figure 7.4
        5. Figure 7.5
        6. Figure 7.6
        7. Figure 7.7
        8. Figure 7.8
        9. Figure 7.9
        10. Figure 7.10
        11. Figure 7.11
        12. Figure 7.12
        13. Figure 7.13
        14. Figure 7.14
        15. Figure 7.15
        16. Figure 7.16
        17. Figure 7.17
        18. Figure 7.18
        19. Figure 7.19
        20. Figure 7.20
        21. Figure 7.21
        22. Figure 7.22
        23. Figure 7.23
        24. Figure 7.24
        25. Figure 7.25
        26. Figure 7.26
        27. Figure 7.27
        28. Figure 7.28
        29. Figure 7.29
        30. Figure 7.30
        31. Figure 7.31
        32. Figure 7.32
        33. Figure 7.33
        34. Figure 7.34
        35. Figure 7.35
        36. Figure 7.36
        37. Figure 7.37
        38. Figure 7.38
        39. Figure 7.39
        40. Figure 7.40
        41. Figure 7.41
        42. Figure 7.42
        43. Figure 7.43
        44. Figure 7.44
        45. Figure 7.45
    3. Chapter 8. From a Business Unit's IT Roadmap to an Enterprise IT Roadmap
      1. 8.1 Chapter Objective
      2. 8.2 The “What”
      3. 8.3 The “How”
      4. 8.4 Takeaways
        1. Figure 8.1
        2. Figure 8.2
    4. Chapter 9. IT and Mergers and Acquisitions (M&A) Activities
      1. 9.1 Chapter Objective
      2. 9.2 Mergers and Acquisitions Evaluation Process
      3. 9.3 IT Due Diligence Questionnaire
      4. 9.4 Takeaways
        1. Figure 9.1
    5. Chapter 10. Change Management
      1. 10.1 Chapter Objective
      2. 10.2 Key Recommendations
      3. 10.3 Takeaways
      4. Reference
  16. Section V From IT Roadmap Formulation to Execution
    1. Chapter 11. Strategy is Execution
      1. 11.1 Chapter Objective
      2. 11.2 Getting Organized for Execution
        1. 11.2.1 Business and IT Governance Board
        2. 11.2.2 Business Unit IT Steering Committee
      3. 11.3 What to Review?
        1. 11.3.1 Business Goals Review
        2. 11.3.2 IT Roadmap Execution Progress Review
        3. 11.3.3 IT Budget Review
      4. 11.4 Revision to the IT Roadmap
      5. 11.5 Takeaways
        1. Figure 11.1
        2. Figure 11.2
        3. Figure 11.3
        4. Figure 11.4
        5. Figure 11.5
        6. Figure 11.6
        7. Figure 11.7
        8. Figure 11.8
        9. Figure 11.9
        10. Figure 11.10
        11. Figure 11.11
        12. Figure 11.12
    2. Chapter 12. Parting Thoughts
  17. Section VI Case Studies
    1. Chapter 13. Case Study 1: Commercial Case Study: All About HatWare
      1. 13.1 Current Enterprise Business Architecture
        1. 13.1.1 Business Goals
        2. 13.1.2 Business Processes
        3. 13.1.3 Team Structure
      2. 13.2 Current Enterprise IT Application Architecture
      3. 13.3 Current Enterprise IT Data Architecture
      4. 13.4 Current Enterprise IT Infrastructure Architecture
      5. 13.5 Future Business Strategy and Its New Enterprise Business Architecture
        1. 13.5.1 Competitive Analysis
        2. 13.5.2 All About HatWare's New Business Strategy
          1. 13.5.2.1 Future Goals and Direction
          2. 13.5.2.2 Future Enterprise Business Processes
          3. 13.5.2.3 Future Team Structure
      6. 13.6 Future Enterprise IT Application Architecture
      7. 13.7 Future Enterprise IT Data Architecture
        1. 13.7.1 Future Enterprise IT Transactional Data Architecture
        2. 13.7.2 Future Enterprise IT BI/Analytics Data Architecture
      8. 13.8 Future Enterprise IT Infrastructure Architecture
      9. 13.9 Gaps in Enterprise Business Processes
      10. 13.10 Gaps in Enterprise IT Application Architecture
      11. 13.11 Gaps in Enterprise IT Data Architecture
      12. 13.12 Gaps in Enterprise IT Infrastructure Architecture
      13. 13.13 IT Roadmap Components
        1. 13.13.1 Business Strategy, Direction, and High-Level Goals
        2. 13.13.2 Enterprise Architecture
        3. 13.13.3 Business and Technology Initiatives Prioritization
        4. 13.13.4 Timeline
        5. 13.13.5 IT Budget
      14. 13.14 All About HatWare's IT Roadmap Execution
        1. Figure 13.1
        2. Figure 13.2
        3. Figure 13.3
        4. Figure 13.4
        5. Figure 13.5
        6. Figure 13.6
        7. Figure 13.7
        8. Figure 13.8
        9. Figure 13.9
        10. Figure 13.10
        11. Figure 13.11
        12. Figure 13.12
        13. Figure 13.13
        14. Figure 13.14
        15. Figure 13.15
        16. Figure 13.16
        17. Figure 13.17
        18. Figure 13.18
        19. Figure 13.19
        20. Figure 13.20
        21. Figure 13.21
        22. Figure 13.22
        23. Figure 13.23
        24. Figure 13.24
        25. Figure 13.25
        26. Figure 13.26
        27. Figure 13.27
        28. Figure 13.28
        29. Figure 13.29
        30. Figure 13.30
        31. Figure 13.31
        32. Figure 13.32
        33. Figure 13.33
        34. Figure 13.34
        35. Figure 13.35
        36. Figure 13.36
        37. Figure 13.37
        38. Figure 13.38
        39. Figure 13.39
        40. Figure 13.40
        41. Figure 13.41
        42. Figure 13.42
        43. Figure 13.43
        44. Figure 13.44
        45. Figure 13.45
        46. Figure 13.46
        47. Figure 13.47
    2. Chapter 14. Case Study 2: Nonprofit Case Study: US Against Illiteracy
      1. 14.1 Current Enterprise Business Architecture
        1. 14.1.1 Business Goals
        2. 14.1.2 Business Processes
        3. 14.1.3 Team Structure
      2. 14.2 Current Enterprise IT Application Architecture
      3. 14.3 Current Enterprise IT Data Architecture
        1. 14.3.1 Enterprise IT Transactional Data Architecture
        2. 14.3.2 Enterprise IT BI Data Architecture
      4. 14.4 Current Enterprise IT Infrastructure Architecture
      5. 14.5 Future Business Strategy and Its New Enterprise Business Architecture
        1. 14.5.1 Future Goals and Direction
        2. 14.5.2 Future Team Structure
        3. 14.5.3 Future Enterprise Business Processes
      6. 14.6 Future Enterprise IT Application Architecture
      7. 14.7 Future Enterprise IT Data Architecture
        1. 14.7.1 Future Enterprise IT Transactional Data Architecture
        2. 14.7.2 Future Enterprise IT BI Data Architecture
      8. 14.8 Future Enterprise IT Infrastructure Architecture
      9. 14.9 Gaps in Enterprise Business Processes
      10. 14.10 Gaps in Enterprise IT Application Architecture
        1. 14.10.1 Enterprise IT Transactional Applications
        2. 14.10.2 Enterprise IT BI Applications
      11. 14.11 Gaps in Enterprise IT Data Architecture
      12. 14.12 Gaps in Enterprise IT Infrastructure Architecture
      13. 14.13 IT Roadmap Components
        1. 14.13.1 Business Strategy, Direction, and Goals
        2. 14.13.2 Enterprise Architecture
        3. 14.13.3 Business and Technology Initiatives Prioritization
        4. 14.13.4 Timeline
        5. 14.13.5 IT Budget
      14. 14.14 US Against Illiteracy's IT Roadmap Execution
        1. Figure 14.1
        2. Figure 14.2
        3. Figure 14.3
        4. Figure 14.4
        5. Figure 14.5
        6. Figure 14.6
        7. Figure 14.7
        8. Figure 14.8
        9. Figure 14.9
        10. Figure 14.10
        11. Figure 14.11
        12. Figure 14.12
        13. Figure 14.13
        14. Figure 14.14
        15. Figure 14.15
        16. Figure 14.16
        17. Figure 14.17
        18. Figure 14.18
        19. Figure 14.19
        20. Figure 14.20
        21. Figure 14.21
        22. Figure 14.22
        23. Figure 14.23
        24. Figure 14.24
        25. Figure 14.25
        26. Figure 14.26
        27. Figure 14.27
        28. Figure 14.28
        29. Figure 14.29
        30. Figure 14.30
        31. Figure 14.31
        32. Figure 14.32
        33. Figure 14.33
        34. Figure 14.34
        35. Figure 14.35
        36. Figure 14.36
  18. Appendix A: The 10 Questions an IT Leader Should Ask His or Her CEO or Board Members
  19. Appendix B: The 10 Questions the CEO or Board Member Should Ask His or Her IT Leader
  20. Appendix C: Leveraging Social Media for Business Strategy
    1. Leveraging Social Media for Business Strategy and IT Roadmap
      1. New Media Channel
        1. Viral Marketing
        2. Public Relations and Customer Service
        3. New Media Risks and Control
    2. References
  21. Appendix D: Leveraging Mobile Technology for Business Strategy
    1. Reference
  22. Appendix E: Leveraging Cloud Computing for Business Strategy
    1. Types of Cloud Computing
    2. Types of Cloud Services
    3. Benefits and Concerns about Cloud Computing
      1. Benefits
      2. Concerns
    4. Considerations for Cloud Computing Adoption
  23. Appendix F: The Business Case for a New Business Technology Project
      1. Figure F.1
  24. Appendix G: Buy or Build (Commercial Off-the-Shelf Package Implementation or In-House Software Development)?
    1. Reference
      1. Figure G.1
      2. Figure G.2
  25. Glossary