© eric yu 2001 1 agenda session 1 – introduction december 13, 14:30-16:30 motivations basic...

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1 © Eric Yu 2001 Agenda Session 1 – Introduction December 13, 14:30-16:30 • Motivations Basic concepts The Strategic Dependency Model The Strategic Rationale Model More Examples Software process modelling Software architecture Business redesign • Homework

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Page 1: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

1 © Eric Yu 2001

Agenda Session 1 – Introduction

December 13, 14:30-16:30

• Motivations• Basic concepts

– The Strategic Dependency Model– The Strategic Rationale Model

• More Examples– Software process modelling– Software architecture– Business redesign

• Homework

Page 2: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

2 © Eric Yu 2001

Page 3: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

3 © Eric Yu 2001

The intentional structure of a software process

• What goals does an actor want others to achieve?

• What tasks does an actor want others to perform?

• What resources does an actor want others to furnish?

• The intentional structure of a software process ismodelled as a network of intentional dependencies among actors – the actor dependency model.

Page 4: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

4 © Eric Yu 2001

Understanding a software process

• The “whys” can be traced to motivations, goals, and interests of different participants/ stakeholders in the software process.

Page 5: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

5 © Eric Yu 2001

Modelling the intentional structure of a (simple) software process

Page 6: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

6 © Eric Yu 2001

Roles, Agents, and Positions

Page 7: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

7 © Eric Yu 2001

Software process example from IWSP 6/7

Page 8: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

8 © Eric Yu 2001

Analyzing opportunities

• Matching Wants and Abilities

Page 9: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

9 © Eric Yu 2001

Analyzing vulnerabilities

• Example of enforcement mechanism– Reciprocal dependency

• Loop analysis

Page 10: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

10 © Eric Yu 2001

Analyzing vulnerabilities

• Example of assurance mechanism– Goal synergy or conflict

• Node analysis

Page 11: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

11 © Eric Yu 2001

Agenda Session 1 – Introduction

December 13, 14:30-16:30

• Motivations• Basic concepts

– The Strategic Dependency Model– The Strategic Rationale Model

• More Examples– Software process modelling– Software architecture– Business redesign

• Homework

Page 12: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

12

Modelling software architecture with i*

Daniel Gross & Eric Yu. Evolving System Architecture to Meet Changing Business Goals: an Agent and Goal-Oriented Approach. ICSE-2001 Workshop: From Software Requirements to Architectures (STRAW 2001) May 2001. pp. 13-21.

Daniel Gross & Eric Yu. From Non-Functional Requirements to Design through Patterns. Requirement Engineering. (2001) 6:18-36.

Page 13: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

13 © Eric Yu 2001

Agents at Design Level

Page 14: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

14 © Eric Yu 2001

Daniel Gross & Eric Yu. Evolving System Architecture to Meet Changing Business Goals:an Agent and Goal-oriented Approach.  STRAW01 at ICSE 2001.

DesignReasoning

Page 15: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

15 © Eric Yu 2001

Goals in Design Patterns

Daniel Gross & Eric Yu. From Non-Functional Requirements to Design through Patterns. Requirement Engineering. (2001) 6:18-36.

The reasoning structure behind the Observer pattern

Page 16: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

16 © Eric Yu 2001

Agenda Session 1 – Introduction

December 13, 14:30-16:30

• Motivations• Basic concepts

– The Strategic Dependency Model– The Strategic Rationale Model

• More Examples– Software process modelling– Software architecture– Business redesign

• Homework

Page 17: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

17

Strategic Modelling for Strategic Modelling for Enterprise IntegrationEnterprise Integration

Eric YuUniversity of Toronto

14th World CongressInternational Federation of Automatic Control July 5-9, 1999 Beijing China

Page 18: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

18 © Eric Yu 2001

Consider one very successful enterprise...

• important organizational and social aspects are missing in conventional models

Page 19: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

19 © Eric Yu 2001

A Strategic Dependency Model

actor

goal dependencytask dependencyresource dependencysoftgoal dependency

LEGEND

Page 20: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

20 © Eric Yu 2001

Wants and Abilities

I want...

I can provide

...

Page 21: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

21 © Eric Yu 2001

Some strategic dependencies between IKEA and its customers

Page 22: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

22 © Eric Yu 2001

A Strategic Rationale Model

Page 23: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

23 © Eric Yu 2001

Roles, Positions, Agents

•A Strategic Dependency model showing reward structure for improving performance, based on an example in [Majchrzak96]

agent

position

role

LEGEND

Page 24: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

24 © Eric Yu 2001

Agenda Session 1 – Introduction

December 13, 14:30-16:30

• Motivations• Basic concepts

– The Strategic Dependency Model– The Strategic Rationale Model

• More Examples– Software process modelling– Software architecture– Business redesign

• Homework Homework

Page 25: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

25 © Eric Yu 2001

Homework exercise:Work out a small i* modelling example from your own experience

• At least 2 SD models (before vs. after, or as-is vs. to-be) and an SR model showing the reasoning behind the change.

• Pick an area that you know well, or have thought about recently.

• Characteristics to look for:– 2 or more actors (possibly with multiple roles) – Different strategic interests, possibly conflicting– Some freedom of action in operational processes

Page 26: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

26 © Eric Yu 2001

Example areas (just to get your imagination going…)

• E-business models – clicks vs. bricks, B2C, B2B• Educational systems, organizational structures –

online vs. classroom learning • Healthcare – payment methods, prevention vs.

treatment• Government/administrative processes – multi-step

approval processes, can they be concurrent?• Financial services – linking to purchase patterns?• Food production, preparation, delivery,

consumption – cultural preferences, differences. Eg. Pizza online?

• Entertainment – personalized video programming?• Transportation – parking & traffic congestion• Publishing – e-books, e-journals…

Page 27: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

27 © Eric Yu 2001

Once you have a basic model…(an as-is SD, and an initial SR)

Consider whether these are applicable:– Producer/consumer relationships

• What do they want from each other?

– Regulators, evaluators, … - why are they needed?– Intermediaries, eg. Brokers– Markets vs. hierarchies– Roles vs. holders of roles

For ideas about alternative SD’s, consider:– Eliminating or adding actors (eg. Intermediaries)– Shifting responsibilities between 2 actors (move

up/down along means-ends chain)– Changing the dependency type (eg. Softgoal to

hardgoal)– Reassigning roles to different agents/positions

Page 28: © Eric Yu 2001 1 Agenda Session 1 – Introduction December 13, 14:30-16:30 Motivations Basic concepts –The Strategic Dependency Model –The Strategic Rationale

28 © Eric Yu 2001

Further ideas about sources of disturbances prompting change

• New technologies – Internet, mobile phone, GIS, web services, digital imaging, ….

• New knowhow, techniques – preventive healthcare…

• Migration of people, with knowhow, attitudes, resources – gain/loss

• Changes in attitudes – eg. Notions of quality, safety…

• Changes in supply/demand of important resources – eg. Oil, time – abrupt change or critical limits

• Changes in legislation, policies, authorities, standards, dominant players, …