Business Optimization Phase

Definition

Business Optimization Phase

the first phase of the business engineering cycle during which the development organization helps the customer organization optimize all or part of its business enterprise by implementing, communicating, and continually optimizing its new business strategies and architectures

Goals

The typical goals of the Business Optimization Phase of a business engineering project include:

• Implement the new business strategies by making the required and architected changes to the business enterprise.
• Continually optimize the business as business conditions change.
• Eliminate the highest project risks.

Objectives

To meet these goals, the typical objectives of the business optimization phase on a business engineering project include:

• Construct/reengineer the components of the customer’s business (e.g., applications, facilities, organizations).
• Develop and deliver the brand and business communication plans.

Preconditions

The following preconditions should typically be satisfied before for the business optimization phase of a business engineering project can successfully begin:

• The customer organization has accepted delivery of completed analyses for:
  • Customer Organization
  • Competative Marketplace
  • Technology Trends
  • User Organization(s)
• The customer organization has accepted delivery of completed strategies for:
  • New applications.
  • Digital branding.
  • Relationships with users, partners, and vendors.
  • Digital security.
  • Use of new technology.
• The following major stakeholders agree on the customer organization’s vision of the business being reengineered:
  • Customer Representative(s)
  • Project Manager
  • Technical Leader
• The customer organization has accepted delivery of an initial architecture for the reengineered business.

Postconditions

The business optimization phase of a business engineering project is typically complete when the following postconditions have been met:

• The components of the customer’s business (e.g., applications, organizations) have been constructed or reengineered.
• The new digital brand has been communicated.
• The new business has been communicated.

Milestones

The typical milestones of the business optimization phase include:

1. Brand Communicated
2. Reengineered Business Communicated
3. Business Optimization Phase Complete

Work Products

During the business optimization phase, the following primary work products are typically produced and delivered during a business engineering project:

• Digital Branding Set:
  • Digital Brand Comunication Plan
• Implementation Set:
  • Applications
  • Business Data
  • Business Facility
  • Business Organization
  • Business Process
  • Business Relationship
• Integration Set:
  • Business
• Deployment Set:
  • Business Comunication Plan

Secondary Work Products

During the business optimization phase, the following secondary work products are typically produced and delivered:

• Management Set:
  • Contract
  • Statement Of Work
  • Management Plan
  • Work Breakdown Structure
  • Organization Chart
  • Job Description
  • Master Schedule
  • Component Schedule
  • Team Schedule
  • Budget
  • Status Report
• Configuration Managment Set:
  • Configuration Managment Plan
  • Change Request Form
  • Configuration Identification Report
  • CCB Meeting Minutes
  • Configuration Status Report
  • Configuration Audit Report
• Risk Managment Set:
  • Risk Management Plan
  • Risk Analysis
  • Risk Monitoring Report
• Quality Set:
  • Quality Plan
  • Audit Report
  • Inspection Report
  • Inspect Summary Rpt
  • Process Checklist
  • Endeavor Debrief Report
• Process Set:
  • Process Description
  • Conventions for each work product:
    • Guidelines
    • Templates
    • Content and Format Standards
    • Inspection Checklists
• Metrics Set:
  • Metrics Plan
  • Metrics Report
• Environments Set:
  • Project Environment Design Document
  • Product Selection Report
  • Development Environments
  • Production Environments
• Training Set:
  • Training Materials
  • Training Plan
  • Training Schedule
  • Vendor Assessment

Teams

The following teams typically collaborate during the business optimization phase of an business engineering project:

• Project Team
• Management Teams:
  • Program Management Team
  • Project Management Team
  • Change Control Board
  • Configuration Management Team
  • Metrics Team
  • Quality Team
  • Training Team
• Strategy Teams:
  • Digital Branding Team
  • Business Strategy Team
  • Technology Strategy Team
• Inspection Teams:
  • Strategy Inspection Team

Activities And Tasks

The following business engineering activities and associated tasks are typically performed during the business optimization phase in an iterative, incremental, parallel, and timeboxed manner:

• Digital Branding Activity:
  • Digital Brand Communiation
• Implementation Activity:
  • Application Development
  • Business Data Development
  • Business Facility Development
  • Business Process Implementation
  • Business Reorganization
  • Technology Strategy Implementation
• Business Integration Activity:
  • Integration Planning
  • ComponentIntegration
  • Integration Reporting
• Deployment Activity:
  • Business Communication
• Management Activity:
  • Relationship Management

Administrative Activities and Associated Tasks

The following administrative activities and associated tasks are typically performed during the business optimization phase in an iterative, incremental, parallel, and timeboxed manner:

• Management Activity:
  • Cost Management
  • Communications Management
  • Delivery Management
  • Management Planning
  • Personnel Management
  • Relationship Management
  • Resource Management
  • Schedule Management
  • Scope Management
• Configuration Management Activity:
  • Configuration Management Planning
  • Configuration Identification
  • Version Control
  • Configuration Control
  • Configuration Status Reporting
  • Configuration Auditing
• Risk Management Activity:
  • Risk Analysis
  • Risk Control
  • Risk Identification
  • Risk Management Planning
  • Risk Monitoring
• Training Activity (primarily customers and users):
  • Training Planning
  • Training Needs Assessment
  • Training Vendor Selection
  • Training Materials Production
  • Training Scheduling
  • Training Delivery

General Engineering Activities and Associated Tasks

The following general engineering activities and associated tasks are typically performed during the business optimization phase in an iterative, incremental, parallel, and timeboxed manner:

• Process Engineering Activity:
  • Process Needs Assessment
  • Process Framework Extension
  • Process Framework Iteration
  • Process Construction
  • Process Tailoring
  • Process Documentation
  • Process Consulting
  • Process Mandating
• Quality Engineering Activity:
  • Quality Needs Assessment
  • Quality Planning
  • Quality Assurance
  • Quality Control
• Metrics Engineering Activity:
  • Metrics Needs Assessment
  • Metrics Planning
  • Metrics Collection
  • Metrics Analysis
  • Metrics Reporting
• Reuse Engineering Activity:
  • Endeavor Support
  • ReusableWork Product Certification
  • ReusableWork Product Evaluation
  • Reusable Work Product Identification
  • ReusableWork Product Preparation
  • Reuse Repository Production

Guidelines

• Some of the tasks (especially requirements engineering and architecting tasks) that are performed during this phase were actually started during the previous initiation phase.