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How do we make EA make sense?

October 24th, 2011 2 comments

Those notions of ‘whole-enterprise architecture’ that I’ve been describing in the ‘no-plan Plan‘ series of posts make solid sense to a fair few people – particularly those who’ve some experience of systems-thinking, design-thinking and the like. But it’s painfully clear that it doesn’t seem to make much sense to anyone else: and I must admit I’m struggling a bit with this…

How do we bring those different worlds together, so that we can put these ideas to practical use?

How do we make it make sense?

Okay, so part of the problem is the age-old clash between theory and practice. Practice needs theory; theory needs practice; that point seems fairly well accepted, I think? Yet there’s that old joke (from Yogi Berra?) that “In theory, there’s no difference between theory and practice. In practice, there is.” Which means that practitioners tend naturally to be somewhat wary of too much theory. And there’s the ‘time-compression’ problem as wel: right out the rough edge of real-time, people simply don’t have time to stop and think about theory. Yet the fact that they don’t look enough to theory may itself be a key reason why they don’t have the time…

Chicken and egg: which comes first – theory or practice? Yes… therefore no… sometimes…? How do we get out of that loop?

There’s also the “in a perfect world” excuse, as my colleague Marcus [not his real name] was bewailing the other day:

It’s just chaos out there, doing everything the hard way. But if I suggest anything to cut down on the chaos, even something really simple like using scripts in a spreadsheet, so that they could get a chance to get started, it’s always the same response: “yes, Marcus, in a perfect world, but…”, “that might work in a perfect world, but…”, “we could do that in a perfect world, Marcus, but in the real world…”.

What’s worrying was that this was the architects – the people who were supposed to understand IT-architecture. Worse, he said, they were hardly using any of their architecture tools to clean up the architecture: in fact, of the thousand licences for a high-end EA toolset that their corporation had paid for, they were actually using just six.

Sure, many people are running on extreme overload most of the time; but with these guys, and many others like them that I’ve dealt with in so many different disciplines over the years, I sometimes feel a bit like that line from the old Jethro Tull song, that “Your wise men don’t know / how it feels / to be thick / as a brick”. These guys are all really smart, and I’m acutely aware that in most ways I’m the one who’s “thick / as a brick”, the one who doesn’t fit in, who doesn’t think the same way as everyone else; yet what the heck is going on here? It just doesn’t make sense.

I remember a string of conversations here about value in business, and about why we couldn’t use money as the only measure of value within an enterprise-architecture: but that went straight down like a lead-balloon too. Likewise just about all of those themes in the ‘no-plan Plan’; likewise many other what seem to me fairly straightforward points such as the one about ‘people are not assets’. It’s really clear that these notions just don’t make sense to most people in business and elsewhere. And as for some of the more way-out themes – such as an end to most current management-models, an end to money, and end to ‘rights’ or, ultimately, an end to possession itself –  that, in a futures-sense, I see as shifts that will and must be inevitable in the longer term… well, to most people that seems like all of that’s just on another planet. Cloud-cuckoo land. Forget it.

Or, perhaps, is it just too scary? – too far out of comfort-zones for people who must be able to purport being ‘in control’ at all times? I just don’t know. As Peter T pointed out in a recent comment here, even simple factual implications from a decent SCM [software configuration-management system] were deemed all but too fear-laden to face: so how the heck are most business-folks gonna face a mythquake that is – for most people, it seems – literally of almost unimaginable proportions?

And even though what we’re doing is ‘enterprise architecture’ in the most literal sense of those words, we can’t even use that term any more, because it’s been too ‘poisoned’ by Open Group and their ilk: their consistent misuse of the term has made things so bad for all of us – themselves included – that no one in business would trust us if we used the ‘A’-word at all. Which leaves us in a bit of a quandary even as to what we can call what we do…

It doesn’t make sense. And it needs to. Urgently. That part at least does make all too much sense…

Anyway, the quick summary of what we need to ‘make sense’ would seem to be much as per that initial post on ‘the plan that is no-plan‘:

  • it’s about the architecture of the enterprise as a whole – how everything works together towards some overall aim
  • it’s about the underlying ‘why’ of the overall enterprise, and how that links to the ‘how’ and ‘with-what’ and so on that make everything happen
  • it’s about both structure and story, in the broadest sense of each
  • it’s planning for and working with change, with inherent-uncertainty, rather than trying to fight against it
  • it’s about identifying and managing hidden costs and risks – and hidden opportunities too
  • it includes a strong focus on where people fit within the overall enterprise
  • it’s about defining and using toolsets, visualisations, dashboards and other techniques to help people make sense of what’s happening within the enterprise, and in making decisions about how to keep the enterprise on track
  • it’s about bringing all of these themes down into really practical, concrete, everyday expression, enhancing effectiveness through the enterprise

All straightforward and obvious – to me, at least. Also straightforward and obvious – to me at least – is that lack of awareness and integration of these themes is a large part of why there’s so much stress at work and elsewhere. Yet it’s also obvious that most of this just doesn’t make sense to most people. And the really serious ‘really big picture’ problems really don’t make sense to most people – so much so that even talking about them at all usually gets me labelled as crazy or worse. But if we don’t do something about those themes, a lot sooner than just Real Soon Now, we’re in deep trouble. (Okay, we’re in deep trouble already, frankly, hence this would be even worse Deep Trouble from which there really is no way out…) Yet if it doesn’t make sense, then no-one is going to do anything at all – until it’s too late even if it does finally make sense.

Really struggling with this feeling of “thick as a brick”, the lost toad-in-the-road, ‘the crazy ones’. When something that makes obvious sense doesn’t make sense to anyone else, how do we make it make sense? Or should we even try?

A real serious challenge here, in almost every different sense. Oh well.

The no-plan ‘Plan’ for whole-enterprise architecture – a summary

October 22nd, 2011 2 comments

That description of ‘the plan that is no plan’, about the direction that I’m moving into after moving out of mainstream ‘enterprise’-architecture, kind of ended up a bit longer than intended. (No surprise there, unfortunately… :-| ) Oh well.

In effect, though, it’s also a kind of ‘manifesto’ for whole-enterprise architecture – about what needs to be added to the current so-called ‘EA’ in order to make usable and useful at a whole-enterprise scope. Whatever type of enterprise that might be.

So here’s a quick summary of all the posts in this ‘no-plan Plan that is also a sort-of manifesto’:

Note that there’s a whole lot more that isn’t covered in that ‘manifesto’: about detail-layer stuff, about IT-architecture, mainstream business-architecture, security-architecture, process-architecture, and so on, and so on – lots and lots of lots of it.

The reason why those aren’t in that ‘manifesto’ is simply that there are already many other people working there – most of whom are a lot more competent than I am at that kind of work. There’s no need to extend the architecture in that direction, because it’s already being done, and for the most part done very well indeed – no doubt about that. The only point that is relevant here is that because we’re talking about a much broader scope, we need to ensure that that broader scope does properly incorporate and link to and with all the existing types of architecture-work – and make sure that the latter don’t split off into their own separate domains, much as per the ongoing disaster-area of the ‘IT/business-divide’.

Anyway, that’s the overall ‘plan that is no Plan’: now, back to work to put it all into practice. :-)

So, over to you: comments/suggestions, anyone?

The no-plan Plan: people in architecture

October 22nd, 2011 2 comments

Okay, time for the final theme in that ‘no-plan Plan‘ – which somehow seems to be turning into a kind of ‘manifesto for whole-enterprise architecture’ or something like that, for some reason. Oh well. Anyway, this part’s about what is perhaps the most-serious ‘the Forgotten’ in almost all current ‘enterprise’-architectures, namely people.

I’ll keep this one short(ish), but I can see at least four sub-themes here:

  • people and enterprise
  • people and story
  • people as ‘actors’
  • people as ‘assets’

Most of the people and enterprise sub-theme is about the ‘why‘ of the enterprise, which I’ve covered already in the ‘no-plan’ post on the ‘why of architecture. Just note that everything that’s described over there also has strong cross-links to here, that’s all.

Much the same with the people and story sub-theme: go look at the ‘no-plan’ post on ’architecture as story‘. It’s pretty much all there: just note that all of that, almost by definition, is all about people too.

On the people as ‘actors’ sub-theme, I think of this as how people are engaged in the doing of an enterprise, and thence to what people do within an organisation. A few thin fragments of this are already covered in mainstream ‘enterprise’-architecture, such as ‘actors’ in use-cases, or clunkily-inadequate descriptions of ‘business services’ in Archimate and the like. It’s clear, though, that we’ll need a whole lot more than that if we’re going to get the enterprise-architecture to work well. A few examples:

  • roles and responsibilities: who does what, who makes the decisions, and how and why and when do they do this?
  • end-to-end processes: what happens in the largely non-automatable ‘Barely Repeatable Process‘ components of end-to-end processes? how do we ensure appropriate actions and handovers between all the stages within any end-to-end process?
  • load-balancing and business-continuity: what are the trade-offs between manual and automated processes? what needs to happen when (not ‘if’!) the automated processes fail? what skills and capabilities are needed to make that happen?

I’ve drifted across this thread here already from time to time – for example, see the post ‘A question of Who‘ – but it’s clear that there’s a whole lot more that’ll need to be done. A lot more. Including how to get it down into the really practical, concrete, everyday, ‘this-is-how-it-works-just-do-it’ kind of stuff. Interesting. Very. To me, anyway… :-)

On the people as ‘assets’ sub-theme, well, yes, I admit I do have a bit of a knee-jerk response to that dreaded if usually well-meant phrase “our people are our greatest asset”… Fact is, though, that it is a real asset to have the right people hanging around in any enterprise: it’s just that we need a very different understanding of ‘asset’, and how and where and in what ways real-people fit in with that notion of ‘asset’, in order to make it all work.

The first point here, and it’s a really, really, really important point, is that people are not assets. We should never describe people as ‘assets’. (In fact, in conventional economics terms, the only context in which people could be described as ‘assets’ is when they’re slaves – which is not a good idea in most business contexts…) Instead, the relationship is the asset – not the person, but the relationship between ourselves and each person.

And that’s a real asset: we can create it, ‘read’ it (access and use it), update it, delete or destroy it, generally manage it and its lifecycle and so on, much as for any other type of asset. But the catch is that that asset only exists between two entities – which means that it can be dropped from either end, without the other end necessarily knowing that it’s gone. Which means that although it’s an asset, it does need to be maintained in a much more engaged and active way than for a physical or virtual asset such as a building or a data-record. And because it only exists ‘between’, and can be dropped by the other end at any moment, it’s not an asset that we can ever truly ‘possess’, in the same sense that’s so often used for physical-assets and for the bad-joke of so-called ‘intellectual-property’. It’s an asset, but it’s a fundamentally-different type of asset: and we forget that fact at our peril.

I’ll use a couple of diagrams to explain what’s going on here. First, we start with that tetradian – four distinct axes or ‘dimensions’ in a kind of tetrahedral relationship:

Those axes apply to pretty much everything, and they’re quite distinct from each other. For example, physical-assets – tangible ‘things’ – are what’s known as ‘alienable’: if I give it to you, I no longer have it. By contrast, virtual-assets – data, information and so on – are ‘non-alienable’: in general, if I give it to you, I still have it. Entities will often be composites of dimensions: for example, a book is both a physical-asset (the book itself) and a virtual-asset (the information in the book).

What we’re mostly concerned with here, in this sub-theme of ‘people and architecture’, is a swathe of architectural concerns around the relational and aspirational dimensions: relating with or to people in two distinct ways.

To put this into a more conventional ‘enterprise’-architecture context, take any single row from the Zachman framework - a single level of abstraction. Then tweak its ‘What, How, Where, Who, When, Why’ columns a bit so that we can use terms that actually make sense in real-world practice; and then add the tetradian-dimensions into the mix. What we end up with is the ‘single-row extended-Zachman’ checklist for service-content – the ‘service-content map’ used in Enterprise Canvas:

Conventional ‘enterprise’-architecture handles most of the ‘virtual’ row very well indeed, for IT-maintained information at least: in other words, data, functions that act on data, virtual-locations such as IP-addresses and the like, algorithms, and information-based events. It handles some of the ‘physical’ row quite well, too: in essence, if it’s an IT-box (physical-asset) or a network-infrastructure (physical-location), it wants to know about it. But to be blunt, conventional ‘EA’ varies between not-much-use, to useless, to worse-than-useless, on just about everything else. Which is a serious limitation – to say the least. (Which is why those of us who want work with whole-enterprise architecture get so darned frustrated with most of what claims to be ‘enterprise’-architecture… though that’s another story for another time.)

Relational-assets are person-to-person links between people; and not only are they non-alienable, but they’re also non-exchangeable – for example, I can’t give you my relationship with my cat, or the postman, or the guy who sells cheese in the nice corner-grocery, or anyone else. (Of course, that blunt fact doesn’t stop businesses trying to claim that they can sell you relationships, as ‘goodwill’ etc, but that’s another story too.) The point is that it’s personal – it doesn’t exist without the person – and it also exists only between individual real-people. So, a relational-function acts on relational-assets; a relational-location indicates some kind of positioning or whatever (such as the dreaded org-chart), relational-events are events that are associated with, well, relational events, and so on. It is all straightforward, once we make the jump to realising that the asset in context is the relation between people – and not the people themselves.

Aspirational-assets are person-to-abstract links – a personal sense of relationship with (or to) something abstract. In the business-context, the obvious example of this is a brand – or rather, a brand-relationship, the personal connection to brand. I’d probably best not go into any more detail here – this is supposed to be just a summary, after all – but one of the key concerns for any business here is the interweaving and trade-off between relational versus aspirational: the former connects with the person (such as an employee), which makes things happen, whilst the latter connects with the organisation, but in itself is too abstract to make anything happen at all. Anyway, long story, another time: leave it for another post, I guess. Get back to the no-plan Plan.

So, last part: architecturally speaking, the capabilities – the ability to actually do something – are always associated with some kind of asset. Some capabilities can be built into machines and software – particularly physical-capabilities and virtual-capabilities respectively. We access that kind of capability via direct access to the respective asset. But when those capabilities reside in a real-person, we can only access the capability indirectly, via a relational-asset and/or aspirational-asset. If the link with that person is lost, so is the capability. And that still applies even if the person is physically present – a condition known as ‘presenteeism’ (or one of the variants of presenteeism, anyway).

To summarise all of this: from a business-perspective, we need all kinds of people around in the enterprise, in a wide variety of roles: customer, employee, prospect, partner, whatever. There are also a whole range of other people-roles – employee-spouse, regulator, tax-auditor, anti-client, whatever – who may either seem irrelevant or we don’t want to know about, but who are in the broader shared-enterprise whether we like or not, and to whom we therefore do need to pay attention as well. All of these are relevant to a whole-enterprise architecture: and the key means by which we can model what goes on in our architecture in relation to people is through modelling those relational links – the relational- and aspirational-assets.

Okay, stop there: more for another time – a lot more, as you can see. But that’s the overall set of themes for now, anyway.

Comments, anyone?

The no-plan Plan: architecture for change

October 21st, 2011 No comments

And more on that expansion on my ‘no-plan Plan‘, which does seem to be morphing somewhat into a kind of ‘manifesto for whole-enterprise architecture’… Anyway, this part is about that theme of ‘architecture as change’ – though perhaps ‘architecture for change’ might be a better way to put it..

[Obviously this is related to the next theme, on architectural dynamics. Yet they're also kind of orthogonal to each other: the dynamics are more about the ways in which the architecture itself will change over time, whereas here it's more about change itself - the nature of change, and how we work with it rather than against it. Both views seem equally important in this developing approach to enterprise-architectures.]

I’m going to start this one with a graphic of what I’ve termed a tetradian – four distinct axes or ‘dimensions’ in a kind of tetrahedral relationship:

I won’t go into detail here (“hooray”, you say? :-) ), but the quick summary is that the four axes for the tetradian are kind-of real-world analogues of the classic Four Elements:

  • physical: ‘physical-domain’, tangible objects, ‘things’
  • conceptual (‘virtual’): ‘mental-domain’, information, ideas
  • relational: ‘emotional-domain’, feelings, desires, relations, ‘sense of connection’
  • aspirational: ‘spiritual-domain’, identity, purpose, direction

It may sound a bit abstract at first, but it’s proved valuable in practice – for example, as a nice tangible metaphor to help explain to a group of logistics-executives how processes could be implemented in different ways, what the respective emphases were in each case, and also the limitations of an over-focus on IT (‘conceptual’-dimension) over everything else:

Another important twist – literally! – was that that ‘pyramid’ showed why it’s so important to rotate attention between the different dimensions: each face of the pyramid shows the relationships between three of the dimensions, but we have to rotate it to get a proper picture of the whole. In effect, that rotation – that movement – becomes a kind of fifth-dimension within that space: sometimes called ‘disorder’, but in classical terms a fifth-element, a ‘quintessence’.

(Which, yes, I know, has brought us back to the abstract again, but bear with me for a moment, okay? :-) )

So, let’s go back to another well-known cross-map, between those four-and-a-bit dimensions and the SCCC categorisation, where the ‘and-a-bit’ dimension is how we move between the other dimensions or domains:

And link that back to the tetradian:

Now let’s flatten the whole thing out, with the ‘and-a-bit’ dimension in the middle, to keep reminding us that it’s not static, and that we need to move between the dimensions as much as explore within them:

The visible parallel with A Certain Well-Known Framework should be obvious to anyone who knows that particular framework – a fact that has gotten me into a lot of largely-unwarranted strife from certain directions over the past few years. Sigh… Oh well.

Yet there’s also a very important point that comes up in a slide by Dave Snowden, in an online seminar on sense-making and complexity-theory a couple of years of back:

Concept Lifecycles ((c) Dave Snowden / Cognitive Edge 2010)

He’s right, of course. There’s a clear S-curve for the adoption and eventual acknowledgement of the limitations of Taylor’s ‘scientific management’ and the like – which focussed primarily on the physical dimension of time and motion, the relatively-Simple rule-based aspects of work and process. And there’s another clear S-curve for ‘hard-systems theory’ – whose primary emphasis is on data and calculation and Complicated feedback-algorithms, the conceptual dimension of work and process. And then, as Snowden shows us, there’s the start of what looks like another exactly-matching S-curve, for the more Complex, emergent aspects that emphasise sense-making in the relational dimension of work and process.

The diagram suggests that we could stop at that point, and that what it really shows is that sense-making via complexity-science is the ultimate ‘The Answer’ in the business context. I won’t question anyone’s views on that: but what I will say is that, if we follow the logic of that sequence of S-curves, combined with even the briefest of glances at that flattened-out tetradian further above, we come to a rather strong hint that there might be a bit more to this story – and a very useful ‘a bit more’, too:

In other words, seems likely that there’s at least another whole dimension to explore there: the aspirational dimension, which maps above to the so-called Chaotic domain and to principle-based sensemaking and decisionmaking. And, of course, there’s that sort-of-dimension in the middle, about how we move between the various sensemaking / decisionmaking domains, according to the needs of the context.

To bring it out of the abstract somewhat, let’s use the metaphor of a mediaeval market, where we can hear and see and sense all of those themes interweaving within the bizarreness of the bazaar:

“Yeah, mate, good to see ya, d’ya wanna try some of these, new they are, special to you, only two groats to the bushel? An’ you heard the news from up the manor-house? – you reckon joinin’ up with them’s gonna change a few things round here, what with the new flag an’ all?”

If we tease apart some of those tangled-up threads, we’d end up with something that looks like this:

  • markets are transactions, rule-based exchanges of ‘things’ [an aspect where Taylorism or Six Sigma might excel?]
  • markets are conversations (thank you Cluetrain!), exchanges of ideas and information [an aspect that hard-systems theory would exploit in its algorithms?]
  • markets are relationships, connections between people, through which emergent shared-stories can arise [an excellent application for complexity-theory and complexity-practice?]
  • markets are about aspirations, individual and shared purpose, meaning, identity, yet also in-the-moment response to passing events [for which we would use... what?]
  • markets are all of these, all weaving together into a single whole [for which we would use... also what?]

There’s a definite structure and sequence to this, too – what I call the market model and market-cycle:

Classic ‘scientific management’ works well with the ‘operations bit’ – the transactions. Hard-systems theory works well with identifying appropriate tactics in the planning-stage. We need complexity-theory and so on to help us work with the emergent strategic patterns out of the broader market. But as yet we don’t seem to have much – certainly in the sense of formal theory and the like – to work with the Black Swan opportunities and very-real kurtosis-risks that are further out, often beyond the nominal market itself, in the deeper shared-enterprise space from where trust and respect arise and fall. And we also don’t have much on how to work with change, with inherent-certainty – rather than futilely trying to fight against it, as business-as-usual so often tries (and fails) to do.

Conventional analytic ‘science’ won’t be much help here, because unique events are, well, unique: it’s all unorder, there’s no repetition for Simple rules or Complicated algorithms, not even enough repetition upon which we could project some Complex pattern. We’re beyond (or outside, or something) from all of that here. And yet we know it does work… somehow…

So how do we work with that Chaotic domain? Running away and asserting that it doesn’t exist other than as a source for emergence – as certain people still purport – doesn’t seem much of an answer to me: not a useful answer, anyway. More useful, perhaps, might be some of the various Agile disciplines – they look like they would have more than a few hints for us there. We know that principles and vision and values do work well here, to provide a kind of ‘guiding star’ amidst the murky chaos of the moment. Likewise there’s what I often describe as the real-time realm of the ‘business-anarchist‘: unlike analysis, it doesn’t waste time looking for rules that it already knows by definition cannot be there. But all of that is only a start: seems likely there’s a whole new discipline – maybe even a whole new science-beyond-science – waiting for all of us to explore. Interesting times indeed… :-)

And beyond that, there’s that ‘fifth-dimension’ discipline – the true quintessence of architecture, perhaps? – about how we move between those different domains. Despite their depiction in that diagram, those S-curves don’t tell us that the respective discipline is dead and gone: far from it, in most cases. What it does tell us is that, once the hype has died down, we come to recognise that that discipline is not the longed-for final ‘The Answer To Life, The Universe, Everything’ – a fact that anyone with even an iota of sense should have known from the start… And once we get past that initial illusion, it can start to settle down into doing something useful.

So yes, Taylorism and its more modern offspring – BPR and and Six Sigma and the like – can indeed be useful, in the right context. Hard-systems theory can be very useful indeed, in the right context. Likewise complexity-science, in the right context. And, we could presume, for whatever we come up with for the Chaotic-domain: it’ll be useful in the right context. The trick, obviously, is to know the context; to know which discipline to use in which context; which disciplines to not use in that context; and how to switch between them as the context changes. And that’s what I mean by this ‘fifth-dimension’ discipline.

I’ve made a few tentative explorations for this over the past few years – such as the cross-maps associated with the SEMPER diagnostic, and the how-to-move-between-disciplines ‘cheat-sheet‘ from the book Disciplines of Dowsing. But there’s a lot more to learn, a lot more to explore – and a lot more on how to adapt it to the enterprise-architecture contexts, too. Again, some interesting challenges, to say the least – and no doubt some ‘Interesting Times’, too? :-|

Anyway, stop there for now: over to you?

The no-plan Plan: the ‘why’ of architecture

October 20th, 2011 2 comments

A bit more detail on what I see coming up in my ‘no-plan Plan‘, starting with the theme about ‘the ‘why’ of architecture’.

One thing I’ve always found worrying in most current ‘enterprise’-architecture is that there’s been almost no attention given to the ‘why’. It’s seemed that ‘why’ was just a given: ‘orders from above’, to be followed without question, “ours not to reason why” and so on. Like as if it didn’t matter. To give just two examples, both TOGAF and Archimate still regard modelling of motivation – the reasons why we do something, or anything at all – as an optional add-on or ‘extension’ to the architecture. (I’m not joking: go check ‘em out – and the Archimate ‘extension’ won’t even be officially released until version 2.0!) Pardon me if I say that that’s just plain daft…?

Okay, step back a bit. Point to something in current EA that does work, namely the layering of abstraction in Zachman:

(Note that the original only has five rows, 1-5, which relate to the types of views for different stakeholders responsible for making something happen. Structurally, though, these views also represent layers of abstraction, to which I’ve added a row-0 to indicate indefinite-future, and a row-6 as unchangeable-past. It seems there’s also likely to be a need for a ‘row-00′, to represent the broader context within which all enterprises exist, but I’ll expand on that point some other time.)

Whenever we look ‘upward’ to a lower-number row, we’re asking ‘Why?’; and whenever we look ‘downward’, towards the future/past boundary of the ‘Now’ that sits between row-5 and row-6, we’re implicitly asking ‘How?’ and ‘With-What?’. Row-0 represents a fully-abstract and unattainable idealised-future (the ‘Vision’ and suchlike, that drive the overall enterprise); every move ‘downward’ is a step closer towards making that vision become more tangible in the real world, until at row-6 it’s already been made as tangible as it’s ever going to be.

So what? What’s the point?

Short answer is that if we don’t know why we’re doing something, it’s easy to make inappropriate choices, or ineffective choices. Or fail to realise even that we do have choices. Which, in a period of accelerating change, might literally be a life-critical concern…

I’m one of those people cursed with a mind that balks against taking anything for granted, wants to see the logic (or reasoning, rather) behind every decision, every option. Which, in a world that seemingly lives on unquestioned assumptions, can be, uh, a bit problematic:

– “Ya gotta climb the corporate ladder!”, they told me.

– Uh, why?

– “Because everyone’s gotta climb the corporate ladder! – gotta be better’n everyone else!”

– Uh… how can everyone be better than everyone else? And what do you mean by ‘better’? – ‘better’ in what sense? And why is the ladder leaning against this wall and not that one? And what’s on the other side of the wall, anyway? What’s the purpose here? What’s the point? Why?

Silence, then:

– “Look, just shut up and go away, willya, kid? … Next! Hey, you, you other kid over there, ya see this, it’s the corporate ladder! Ya gotta climb this! Ya just gotta! – but-please-don’t-ask-me-why-cos-I-don’t-know-either…”

I never did get to climb that corporate ladder; never even been a ‘permanent’ employee, for that matter, so I never had much chance to do so anyway. But still kinda doubting that I would have wanted to do so even if I could – other than perhaps to see what was on the other side, much like that other well-known matter with a chicken and a road. Hmm…

But why that need for why?

If we don’t ask why, we don’t get to move up those layers of abstraction. And if we don’t move up those layers of abstraction, we don’t get to see new options and new choices. To make things happen, it’s true that we need everything to be complete, locked together, fully tested, fully working. But as I put it some while back, a ‘something’ is usable to the extent that it’s architecturally-complete; but it’s re-usable to the extent that it’s architecturally-incomplete. And when things change around us, we usually can’t keep going indefinitely just with ‘the way things are’: something has to change, in order to cope with the changes and still keep things sort-of-the same.

And even if things do stay much the same, we can’t know how to make something more effective unless we know its actual purpose – both in itself, and in the broader scheme of things.

To see that practical purpose, and to spy out other options, we need to able to get a broader view of things.

Which means we’ll have to go up a bit, to get that broader ‘big-picture’ view.

Which means we must be able to climb that other ladder – the ladder of abstraction, the ladder of ‘why’.

Which designers and enterprise-architects and so on do indeed do, all of the time, of course. But only sort-of. In most cases they sort-of climb about half-way up, and then come to a sudden stop, seemingly declaring that there isn’t any more ladder to climb, and yes, kid, if you happen to notice that the ladder does indeed keep on going ever upward, just shut up about it, willya? Okay, yes, fine, understood, boundaries of authority in a feudal-style cultures and all that – except, uh, I can’t help but see that that ladder of ‘why’ does keep on goin’ up, and I really really really want to know what’s up there… That kind of feeling… Really frustrating…

Which is why, sorry, but I just can’t stop asking ‘why’.

Which can, uh, cause a few problems. Especially for me. Oh well.

To put it in more visual terms, ‘classic’ ‘enterprise’-architecture sits mainly in the row-3 / row-4 range of abstraction – the interplay of ‘logical-to-physical’ – with occasional forays up into the row-2 world of big-picture business-strategy:

What I’m mostly working with, though, tends to be a fair bit further up the ladder:

Yet it is still enterprise-architecture, because it’s still the same ladder of ‘why’. But with a lot more focus on more abstract-seeming questions about the nature of the enterprise, or even the nature of enterprise itself.

Unlike the feudal mess, ‘higher’ doesn’t equate with ‘better’ here: it’s just a different kind of view, on the same continuum. In the overall scheme of things, it’s ‘just another service‘, nothing special as such. But still useful, of course, if used in the right way. Which is what I want to do: be useful, in the right way.

That more abstract view might sound, well, more abstract, y’know? Impractical an’ all that? Yet actually it’s very practical indeed: and if we turn our perspective of the ladder the other way round, with the lowest-number rows at the bottom, what that ‘abstract’ view actually describes is the bedrock on which everything else in the enterprise will stand. For example, all that ‘abstract’ stuff on vision and values:

  • if you don’t know those vision and values, how else are you going to build any meaningful conversation with your prospective customers?
  • if you don’t know the underlying values, how will you know what ‘quality’ means, or how to identify whether it is or isn’t there?
  • if you don’t know what the shared-vision is (and every organisation will always have one, whether they know it or not), and you don’t how know you actually share it with the broader enterprise (which you do, whether you know it or not), how will you know what to do when your ‘anti-clients’ (and yes, you’ll always have those, too) start asserting that you’ve betrayed that vision, and set to work to tear you down?

Seems a bit abstract at first, yes, maybe so. But trivial, or irrelevant? – definitely not. Not if you want to be able to ride the upcoming tsunamis of change, anyway.

(And yes, that is ‘tsunamis‘. Plural. Many of them. Lots. Perhaps a fair bit more than just a metaphor, too. Coming to a business-context near you, some day real soon now. If not today, in fact… And yeah, don’t expect to survive that little lot without some serious preparation before they hit… Your choice, of course? :-| )

Sounds good? Wish it were so… because there is, of course, a catch – for me, anyway. A little practical problem called income. Or, more precisely, the lack thereof… in fact, in the not-income stakes, it’s pretty close to a perfect storm. For a start, monetisation happens mainly at the moment of ‘now’ – the row-5/row-6 boundary. In other words, the exact opposite end of the ‘why’-ladder to that where I usually work. Oops…

And just to make this part of my economic-life even more fun, although there’s a huge need for this aspect of the kind of work that I do – as can be evidenced by about five-minutes’ worth of looking-around at just about any large organisation – there’s an even more huge ‘anti-want‘ for it. Most of what I show people may be extremely important to them, but at first it’ll often seem embarrassing, challenging, or even downright scary. Oops again…

In short, it’s difficult to explain the immediate value of much of what I do, and most people really don’t want to know anyway, no matter how important it may be to their livelihoods and suchlike. Sigh… Oh well. But this is a fundamental part of everything that I do, so just need some other way to make some kind of income, that’s all. No big deal, really.

That’s about it, I guess.

Oh yes, one other point, about tools and toolsets.

Most of the existing ‘enterprise’-architecture toolsets are… well, let’s be polite and say ‘somewhat challenged’? …when it comes to working across the whole of the real EA continuum, and perhaps especially in terms of creating linkages up into row-2 and above. Most toolsets – and, even more, most notations – are all but unusably constrained for that kind of purpose: most of them sit either in row-3 or row-4, often without being able even to link across that architecturally-essential boundary. Yes, of course there are workarounds and kludges: but that really is all that they are, and just about everyone in ‘the trade’ knows that, too. We need a better solution than this.

So here’s the challenge: to handle the whole of the ‘Why’ question – and, going the other way, the ‘How’ and ‘With-What’ and so on – we must be able to build complete derivation/realisation chains for anything, from row-6 (records of past action) or row-5 (CMDB and the like) all the way back up to row-0 (vision and values) and row-00 (context of all enterprises). Yeah, it’s huge – no question about that. It’s probable there’s no way any single notation would be able to do it, and still make sense. But I do believe that we should be able to define a single metamodel that covers that space and can bridge across any type of notation, and from previous experiments here it really does not look all that hard to do. So I reckon that the the first toolset-vendor that cracks that challenge, and the attendant usability challenge that goes with, stands to open up an absolutely huge new market for sensemaking / decisionmaking tools, and would have much of that market to themselves for quite a while, too. So if you want to know more about that? – and how we can talk business about that? – well, you know where to find me, don’t you? :-)

More on the ‘no-plan Plan’

October 20th, 2011 No comments

Okay. Seems there are indeed times when I have to accept that, yes, it is 3am, and I have indeed been woken up by an idea that isn’t going to let me sleep until I’ve written it down. Oh well. So best just get on with it, I guess.

In a comment to my earlier post ‘Making plans, sort-of‘, Robert Phipps asked:

even though you do not have a plan, [...], you probably have a few themes [...] that will feature regularly, and although we can probably infer some from the tone of recent posts and discussions, perhaps you could offer a kind of ‘version 0.1 cut’ of your new programme. Is it still recognisably EA ?

To answer the last part first:

  • Yes, it’s all enterprise-architecture

Whether it’s ‘recognisably EA’ is probably another question entirely… – depends on who’s doing the ‘recognising’, I guess? :-) Main point is that it does seem to be about a much larger scope and scale than most current ‘enterprise’-architectures: a ‘really-big-picture enterprise-architecture’, if you like.

But yes, there do also seem to be some distinct themes in there. I’ll summarise them here, and then expand on them in separate posts, so that this one doesn’t get too long (and also so I might be able to get back to sleep, too…).

Quickest overall summary, to paraphrase an old Heineken advert, is that “it’s about the parts that other enterprise-architectures cannot reach”. :-) (Probably it’d be more accurate to say that it’s more “the parts that other ‘enterprise’-architectures don’t reach”, and I don’t know why they don’t reach them, but there ’tis.)

  • It’s about the ‘why’ of architecture

Almost all of the current architectures seem to focus on structure, on the ‘How’ and ‘With-What’. In Zachman terms, they also seem to focus almost exclusively on row-3 (‘Logical Model’) and row-4 (‘Physical Model’) with occasional forays up to row-2 (‘Business Model’), but that’s about it. What I want to know about is what happens in the ‘why’ above that, the reasons behind the architecture in the first place – all the stuff that goes on in row-2, row-1, the row-0 that I had to add to understand the idea of ‘the enterprise’, and the row-00 that I seem to be adding now for the ‘really-big-picture’ of where ‘the enterprise’ comes from in the first place. There’s also a strong cross-link there with an emphasis on effectiveness – rather than solely on ‘efficiency’, as in too much of current architecture-work.

  • It’s about architecture-as-story

A theme that’s come up a lot for me over the past few years is on ‘the enterprise as story‘. It’s picked up even more momentum since finding building-architect Matthew Frederick’s ‘two points of view‘ about architecture, one of which was the regular view of architecture as ‘an exercise in structure’, but the other of architecture as ‘an exercise in narrative’. Story also seems to be linked both to the exploration of the ‘why’ of the architecture, and the active, living, expression of that ‘why’. Beyond that, I just know that it feels important, so keep following that thread and see where it leads.

  • It’s about the architecture-as-change

In part this is what I’ve called the ‘business-anarchist‘ theme, but again it’s very tightly linked to that question of ‘why’ in an enterprise-architecture. It’s also strongly associated with the theme that way too many people still seem to avoid, namely the sense-making / decision-making space that in the SCCC-categorisation is described as the Chaotic-domain. I suspect that there’s a huge breakthrough in there somewhere, on the scale that Taylorism was back at the start of the last century, and which we’re sort of skirting around with ‘design-thinking’ and the like. Dunno quite what it is, but I can sense the general shape of it in there somewhere, and also that it’s definitely important.

  • It’s about the dynamics of architecture

This one will still take quite a bit of further exploration and explanation, but it seems to be about how we move between those different sense-making / decision-making domains. It’s also about designing for change – which is going to be kinda important as we head into what’s clearly going to be a period of massive change – and also about breaking free of the dead weight of some frankly daft ideas such as ‘future state’ of an architecture.

  • It’s about people in relation to architecture

This is another screamingly-obvious gap in most current ‘enterprise’-architectures: people barely come into the picture at all. Since one of the core definitions of ‘enterprise’ is that it’s all about people and people’s choices and people’s needs – “the animal spirits of the entrepreneur” – it does seem like it’s kind of an important omission, wouldn’t you think? I’ll freely admit I’m not much of a ‘people-person’, but someone has to address this point in enterprise-architectures, and since this obviously links up very strongly with all of the other themes, it may as well be me… :-)

Enough to answer that ‘no-plan Plan’ question for now, I hope? – more detail to follow on each of these themes, anyway.

So can I go back to sleep, please? :-| :-)

Causal Layered Analysis, SCCC, and Cynefin

October 19th, 2011 2 comments

Why is it that some mornings start off with such a flood of ideas and connections that there’s no way to get it all down and done in the day? Hmm…

[One urgent point first: this is not about Cynefin. I'm not going there: don't worry. It's in the title only because I thought that if you're a Cynefin practitioner, and you don't already know Inayatullah's 'Causal Layered Analysis', you may well want to add it to your complexity-toolbox. If so, the SCCC categorisation (Simple, Complicated, Complex, Chaotic) may help you to hook that technique into what you already do. That's it: you can ignore everything else here. Just a friendly Public Service Announcement for you, that's all. :-) ]

As you may have noticed, I’ve been doing a lot of thinking lately about ‘the wrongs of rights‘, and why I think they’re seriously problematic at every scale of an enterprise-architecture.

On Causal Layered Analysis

What came up this morning was a thought that Causal Layered Analysis [CLA] might be a useful tool for ‘the rights problem’. CLA was originally developed by Sohail Inayatullah around a decade ago, and has since expanded into a sizeable body of theory and practice, especially in the futures-domain. For more detail on the practical technique and the ideas behind it, see Sohail’s original paper on CLA (as published in Futures, October 1998) and the Wikipedia article. Here’s the introduction to the paper:

Causal layered analysis is offered as a new futures research method. Its utility is not in predicting the future but in creating transformative spaces for the creation of alternative futures. Causal layered analysis consists of four levels: the litany, social causes, discourse/worldview and myth/metaphor. The challenge is to conduct research that moves up and down these layers of analysis and thus is inclusive of different ways of knowing.

The way that CLA works in practice is indicated by the paper’s subtitle, ’poststructuralism as method’: we apply academic-style ‘deconstruction’ (from linguistic-analysis etc) at each those four layers, or four ‘ways of knowing’, moving up and down the layers to elicit more information and experiences about and views on the overall context.

[Before reading any further here, I'd strongly suggest having a wander through those various materials on CLA - not least because without doing so, much of what follows may not make much sense. :-) ]

The view within ‘the litany’ tends to be a bit simplistic, a very polarised, rule-based and often Other-oriented view of the world – “they should”, “they shouldn’t be allowed to…” and so on - a relentless ‘litany of complaint’. The ‘social causes’ view tends to be a bit more nuanced, more aware of real-world complications; the ‘discourse/worldview’ more complex again; and… Well, you can see where where this is headed, because it obviously suggests a crossmap with the SCCC categorisation of ‘ways of knowing’:

Which is kind of interesting. And which suggests a whole stream of other potentially-useful crossmaps.

[Cynefin practitioners might want to stop reading at this point, because everything onward from here is an exercise in context-space mapping - a different technique. Some of it may look familiar at times, but I should emphasise that it's not 'legitimate Cynefin'. (Probably not 'legitimate CLA' either, but I doubt Sohail would mind as much.)]

Context-space mapping with domains of Causal Layered Analysis

To extend this context-space mapping [CSM], we can identify distinct ‘phase-boundaries’ between the domains in this ‘stack’, such as:

And we can also crossmap those domains with other views – for example, a Jungian-derived set of categories that align well with the CLA set, the set of sensemaking/decisionmaking tactics from the Cynefin framework, and another matching set of decision-drivers:

  • ‘the litany’ : Simple : inner-truth (‘Priest’) : “sense, categorise, respond” : rule-based
  • ‘social causes’ : Complicated : outer-truth (‘Scientist’) : “sense, analyse, respond” : algorithms
  • ‘discourse/worldview’ : Complex : outer-value (Technologist/Magician) : “probe, sense, respond” : experiment, patterns, guidelines
  • ‘myth/metaphor’ : Chaotic : inner-value (Artist) : “act, sense, respond” : principles, values

This suggests, for example, that ‘the litany’ would have a strong tendency towards over-certain and over-simplified notions of ‘the Truth’, endless blaming of ‘the Other’ without any form of self-reflection or self-analysis, and knee-jerk responses via over-simple categories, usually predefined by some self-appointed ‘Priest of The Truth’ in an opaque and often literally-unprincipled way. Which might kinda suggest a new verb, ‘to murdoch’, as in ‘to murdoch the truth’? (for which the shorthand might be ‘Fox News’? :-| )

[I'm not saying that's 'the truth', by the way: that would itself be an overly-Simple view. Context-space mapping is more a Chaotic-domain technique, a way to elicit ideas that may be of value in a given context, but they may also not be of value in that context. That's the whole key to understanding CSM: its usefulness, but also its risk, is that it depends on having the skills and experience to determine what is or is not of potential value in a context. Please do take care, because misplaced notions about 'true' or 'not-true' can be disastrously misleading here.]

This crossmap also conflicts quite a bit with the standard Cynefin description of the Chaotic domain that kind-of implies the Chaotic is somewhere we’d usually need to get away from as quickly as possible. The CLA mapping here suggests instead that the Chaotic is a valid and important domain in its own right – somewhere that might well be challenging at a deep personal level, but also where we might want to stay and explore for a while, until the depths get a bit too much and we need to come back elsewhere for air. But notice that in context-space mapping, that kind of apparent-conflict is perfectly okay: both views are ‘true’, the concern is more about which view is useful for a given purpose.

Anyway, at present, this is still a single-axis ‘vertical stack’; yet that last crossmap suggests it’s also a kind of two-axis matrix. To resolve that, we can twist the ‘stack’ into a Cynefin-like layout, with a central ‘the-everything’ domain to remind us that both perspectives are ‘true’:

Which is interesting in itself – for me, at least, because it brings up more ideas about how and where and in what contexts to use CLA, and when to switch between the different types of deconstruction that apply in the respective CLA layers.

Causal Layered Analysis, time-compression and social stress

Previous experience with this type of context-space map also suggests another crossmap-overlay, in this case another vertical axis of timescale, from real-time at the base to infinity at the top:

Which for me is a bit of an eye-opener, with important implications for CLA. The point is that any sensemaking and decisionmaking in the Complex or Complicated domains – ‘discourse/worldview’ or analysis of ‘social causes’ – will take time: a fact that will be painfully obvious to anyone who works in those domains. So as the available time gets squeezed – whether because we’re moving towards real-time anyway, or because of social-panic and similar pressures – we end up being forced more and more into the sensemaking/decisionmaking spaces of the Simple and the Chaotic: otherwise known as CP Snow’s ‘Two Cultures‘, the classic worldviews of the sciences and the arts respectively. (We might also note, using CLA recursively, that the assertions of their respective paradigms become more and more extreme as we move towards real-time.)

What this also suggests is that when a culture is under stress, it will automatically tend towards this kind of ‘Two Cultures’ dichotomy between ‘Truth’ (Simple) versus ‘Value’ (Chaotic) - which, yes, is a dichotomy that itself often becomes over-Simple. The ‘Truth’-meme will tend to dismiss anything ‘not-True’ as ‘anarchic’, but its inherently constrained set of categories will, almost by definition, never be sufficient to deal with inherent-uncertainty: hence the kind of ‘collapse into chaos’ described in the Cynefin model. On the other side, the ‘Value’-meme is – again almost by definition – seemingly unlikely to generate any kind of stable categorisation via which a Simple-domain mode can make sense.

What we see in practice is that as the social stress increases and the links between people fragment, those Simple categories of shared ‘inner-truths’ – “what is True for we” - tend to separate out into self-specific ‘inner-truths’ – “what is True for me‘. This also leads a loss of awareness of the necessary mutuality of responsibilities that underpins all social constructs such as ‘rights’, such that ‘our rights’ becomes reframed solely in terms of ‘my rights’: “we hold these truths to be self-evident” morphs into a self-centred demand to the Other to “hold my truths to be self-evident”, and so on.

And without shared-categories, any social structure based on a Simple ‘sense / categorise / respond’ will by definition start to break down. The usual result is a spiralling descent into an out-of-control litany of complaint, first to ‘What’s in it for me?’, then ‘Me first!’, to a fully self-centred ‘Me-only!’, and eventually a truly chaotic cacophony of ’Me! Me! Me!’ – otherwise known as ‘kiddies’-anarchy’. In a very literal sense, the Simple inherently becomes chaotic. And there doesn’t seem to be any direct ‘truth’-based path back from there, other than via some forceful imposition of rule and rules: either the ‘dictator’s gambit’ or, in rarer cases, the ‘Truth of the Prophet’.

Yet from the opposite side of the ‘truth/value’ dichotomy, what does seem to work is a re-focus on ‘inner-value’, on deep-principles and, especially, deep-myth. It has a surface appearance of the Chaotic, but actually develops its own simplicity: a functional and, often, highly-disciplined form of anarchy, rather than a dysfunctional one. Given that sensemaking/decision-making pattern of ‘act / sense / respond’, the very act of expression often means that whatever arises automatically takes on a social form.

Again, from practical experience, these context-specific images seem to act as ‘seeds’ around which directed action can coalesce – much as would happen in a more usual move into the Complex-domain, except that the time-pressures or social-context pressures mean that it actually remains within the ‘pressure-cooker’ of the Chaotic. The more that the focus can be held in this mode of the Chaotic-domain, te more ideas can be created – and the more the emphasis is held on the decision-making guides of the respective principles and values, the more likely it is that these ideas and images will be experienced as ‘of value’ within that context. The ways in which directed-action can coalesce around these ‘seeds’ can sometimes – perhaps often – lead to enough of a structure to enable a Simple-type ‘sense / categorise / respond’ mode of decisionmaking: in other words, something that is more generally actionable than a highly-personal ‘inner-value’. Which, in turn, can provide enough of an anchor for a more balanced and principles-guided way out of the crisis – a ‘values‘-based way back to ‘truth’.

To summarise this in much shorter form, what this suggests is that the key people in a major social crisis are the artists and the storytellers. The military-commanders and managers and the priests – the ‘truth-holders’ who maintain order – may come to the fore before the collapse, or after the recovery has started: but in the midst of the crisis it is those who normally live close to Chaos to whom the baton must be passed.

A practical summary

Cross-mapping Causal Layered Analysis with the SCCC-categorisation and the ‘now’-to-’infinity’ timescale can deliver some useful insights about how to address high-stress social contexts – such as the kind of ‘mess’ that our entire global economics seems likely to be heading into at present. The main points I see arising from the cross-map include:

  • Causal Layered Analysis in likely to be a useful technique in whole-enterprise architecture
  • time-compression (reduced time for decisionmaking, often combined with high-contextual stress) is likely to squeeze sensemaking-decisionmaking into a tight dichotomy between Simple and Chaotic SCCC-domains
  • Simple delivers consistency under high social-stress, up to a critical collapse-point, and the Chaotic appears to be a potentially-dangerous distraction
  • under very high social-stress, Simple tends to collapse into dysfunctional-chaos, whereas Chaotic is usually able to regenerate sufficient basis for rule-structures that restabilise the Simple
  • use CLA in the Simple domain (‘the litany’) to identify risk of collapse: the risk increases with increasing social-fragmentation from ‘we’ to ‘me’
  • use CLA in the Chaotic-domain (‘myth/metaphor’) to identify and support principles and values that can guide directed action during the peak of the crisis

Some points specific to whole-enterprise architectures:

  • identify Chaotic-domain ‘natives’ (people who naturally work at the CLA ‘deep-myth/metaphor’ layer) such as design-thinkers, artists and, especially, story-tellers within the shared-enterprise
  • work with these people to identify and express key principles and values within the shared-enterprise that would be viewed as ‘normative’ – i.e. a ‘preferred direction’
    [warning: these principles and values must be allowed to emerge from the collective shared-space, and must be respected as such - they will fail if imposed, or even appear to be imposed, from 'outside']
  • ensure that the usual ‘truth-holders’ are aware of and accept that there is a critical point at which they must let go of ‘control’, must allow the Chaotic domain to be what it is, must relinquish authority to the ‘story-tellers’, and must accept and renegotiate with the ‘new order’ that arises out of the ‘guided-chaos’
    [warning: refusal to follow this long-proven success-pattern, or attempts to 'take control' too early in the transit through the Chaotic-domain, will guarantee failure for everyone concerned, including the 'truth-holders']

In effect, this is a method to define a governance-process for use in contexts where a conventional rule-based approach to governance will naturally break down – an interesting architectural recursion!

Anyway, enough for now: over to you for comments/suggestions etc?

More on ‘the toad in the road’

October 14th, 2011 No comments

How can we ensure that the ideas and models that we use are appropriate to the context? What methods can we use to evaluate new ideas? Perhaps more to the point, how do we protect ourselves from ideas that won’t fit in our architecture-ecosystem?

This extends the previous post on ‘Coping with the toad-in-the-road‘, where the ‘toad’ is “a clear, simple, easy-to-understand wrong answer” – in other words, something that isn’t appropriate or useful in the context.

(Again, I want to emphasise that the ‘toad’ here is an out-of-place idea or model or theory – not a pejorative description of a person!)

In general I use the idea of a ‘living system’ as my core metaphor for an enterprise – which in turn suggests other metaphors such as an ecosystem or, on a smaller scale, a simple suburban garden.

So imagine that the ‘garden’ describes the ways in which we ourselves do our enterprise-architecture. It’s a garden of ideas and models and tools and techniques – an environment for ideafarming, perhaps. Some people’s gardens might be formal, constrained, regimented, rather like that at a classic French chateau. Other people’s might be large enough to contain the kind of sweeping vistas of which Capability Brown might be proud. I’d have to admit that my own idea-space is, uh, a bit more eclectic? – the style sometimes referred to as cottage garden’, with its own definite charm and vibrancy and bright colours everywhere and occasional surprising juxtapositions, but with so much semi-intentional ‘unorder’ that some people might at first see it only as a mess. Oh well.

Whatever the style of garden, though, we need to be careful what we introduce. Some ‘good ideas’ can run rampant if they’re let loose in the wrong place: consider the damage done by now-wild rhododendrons in northern Wales, or gorse (furze) or rabbits in Australia. Which, in turn, brings us to the metaphor of the toad-in-the-road.

I like toads. We used to have one that lived very happily for years in the laundry-drain just outside the house: we had to remember to take it out of there before we did any washing, and politely put it back again afterwards. (True story. :-) ) They’re often very long-lived; some can survive drought for decades, hibernating in a little patch of damp somewhere beneath the surface, popping up again as soon as the conditions are right. And although there are some toads that we won’t want in a garden – or anywhere, really – most of us wouldn’t mind a toad that will fit in well with our ecosystem. Toads are wonderful for keeping down the slugs and other garden-pests: if we have a strawberry-patch, we definitely want a good toad. But we don’t want that toad in the road – or anywhere else where it doesn’t fit, is probably putting itself at risk in any case, and is demanding our attention when we could really do without it being there.

Hence, the same with ideas that are out of place for the context: the metaphoric toad-in-the-road.

It’s not ‘an elephant in the room’. It’s not ‘an eight-hundred-pound gorilla’, or ‘a bull in a china-shop’. It really is quite small: it’s just a toad in the road – an idea that’s in the wrong place. (If it was in the right place, it’d be back under the strawberry-patch, happily munching on slugs. Metaphorically speaking, anyway.) But it somehow looms much larger in our attention than it really is – especially when it’s sitting out there, in the road, in the way, and generally making a right old nuisance of itself. Sigh… “oh no, not again”… yep, that kind of feeling.

In the previous post, I came up with a list of four categories of toad-in-the-road:

  • the friendly toad that gets in the way a bit, but is really useful in the right place
  • the not-much-use-for-anything toad that gets a bit too much in the way, especially when it’s over-excited
  • the bloomin’-nuisance toad that we’re best off to toss out of the garden, and keep out as best we can
  • the darned-dangerous toad that we need to keep out of our space at any cost

In reality, though, there aren’t any categories as such: they’re all toads, each with their own characteristics. And in terms of working out what to do with the toads – especially those that have just arrived in our garden – it might be more useful to take a somewhat different approach:

  • what is the natural habitat for this toad? [where does this idea or model really belong?]
  • are there any seasonal concerns, such as mating-season? [where is this idea in terms of the 'hype-cycle' and the like?]
  • are there any behavioural characteristics of which we need to be aware, such as aggressiveness or excessive timidity? [in what ways is this idea promoted, and by whom?]
  • is it likely to be toxic or invasive in our ecosystem? [does this idea tend to destroy, override or block out other more-useful ideas?]

Every toad-in-the-road has its own distinct combination of these themes – and the combination will usually vary over time or context, too. Hence it’s probably more useful to take this approach than some overly-simple set of categories.

Every idea has its own habitat – the place or context where it would most naturally fit. When evaluating a new idea, a key part of that task is to identify where it claims to fit, versus its ‘natural’ fit – because often there’ll be a mismatch. In many cases, the mismatch will arise from a conflict on terminology: a term that has a specific meaning in one context has a significantly different meaning in another context – which creates a toad-in-the-road when the previous meaning is carried through to the new context.

One example from the previous post was Roger Sessions’ work on minimising ‘complexity’ in IT-systems: it’s a very good idea that does make sense in an IT-context, where ‘complex’ is a kind of synonym for ‘extremely complicated but controllable’ – but it doesn’t make sense in non-IT enterprise-architecture, where ‘complex’ means something that, by its nature, cannot be controlled. In that sense, its ‘natural habitat’ is IT: we need to ensure that it’s only used in IT, and gently dissuaded from wandering anywhere outside of that domain. We might describe that as negotiating with the toad to help it find its way home.

Some of the most useful ideas are ‘mash-ups’ – a fertile hybrid resulting from a re-mix or re-use of an idea in another perhaps-’unnatural’ habitat. Perhaps the most important point in evaluating these is that it’s technology, not science – almost by definition it can be unlikely to make sense in strict ‘scientific’ terms, because it’s doing a mix-and-match across domains. For the same reasons, evaluating such ‘mash-ups’ may require quite a lot of contextual skills and experience – a lot more than the simple logic-proofs that apply in the straightforward ‘exact-sciences’. We should also note that whilst people who are over-enamoured of science-like certainties may rail against ‘miscegenation’ and the like, fact is that ‘mix-and-match’ is an important part of evolution, and hybrids often bring vigour back into a tired environment.

We don’t have to look far to find examples of valuable ‘mash-up’ ideas: they’re common in almost every environment, though in some cases they have to be hidden for a while from the ‘truth police’ until they prove their value – the story behind the discovery of quasicrystals, which won the 2011 Nobel Prize for Physics, being one infamous example of the latter. (We also see fascinating examples in the natural world: for example, blue-tits and other small birds taught each other how to peck through the metal-foil caps on milk-bottles in Britain to get at the cream underneath.) Mixing metaphors a bit – and why shouldn’t we, in this case? :-) – we might describe this as an ‘ugly duckling’ kind of toad: we need to work with the toad to help it find out who it really is and where it would truly belong.

Some ideas are just plain wrong – often because there’s not enough rigour or muscle behind them, or because they’re a kind of sterile hybrid from the wrong kind of re-mix. This, of course, is the flip-side of ‘mix-and-match’: many of the mash-ups just won’t work in any domain. The evaluation-rules will vary according to context – science for science, art for art, and so on – so we need to take especial care when an idea bridges across domains, whence multiple and often conflicting evaluation-rules would apply.

An example of a cross-domain mismatch – also mentioned in the previous post – is the notion of ‘engineering the enterprise’, embedded in parts of the Zachman framework, implicit in almost all of Taylorist ‘scientific management’ and its derivatives, and also in many of the ideas about ‘enterprise ontology’. This notion might make sense if ‘the enterprise’ was some kind of machine: but by definition it’s a human construct – “the animal spirits of the entrepreneur” and suchlike. The only way that ‘engineering the enterprise’ can be forced to make sense is if we force people to act as if they’re machines – which rarely delivers good outcomes for anyone. Sadly, once we’ve evaluated this kind of idea and found that there really is no way it could work, the only kind thing to do is put it out of its misery: we could describe this as respectful euthanasia for the toad.

Some ideas may be too simple to survive on their own – usually the result of too much repetition in the same place, slowly wearing away all of the useful rough-edges and exceptions. Simplicity is not inherently a problem – in fact it’s often of real value when we look for a starting-point for new hybrids, or a mix-and-match to address true complexity. What we’re evaluating here is the crucial difference between ‘simple’ – which often isn’t simple at all – and overly-simplistic – which isn’t much use to anyone.

Every ‘law’, ‘rule’ or ‘regulation’ – whether scientific or otherwise – is an abstraction of some kind, a simplified version of some aspect of the real world. There are no shortage of examples: in most contexts we’re surrounded by them, everywhere we look, and there’s no question that they do usually make work and life more simple. It can become a toad-in-the-road, though, whenever anyone starts to believe that the world really does work accordance with that purported ‘law’ or whatever: because the blunt fact is that the real world is rarely that simple. If it is too simple, yes, it does still have its uses, but we need to acknowledge its limitations: we could describe this as finding a sheltered space for the toad, protected from the rough-and-tumble of the real world.

Ideas may have their own seasons – often following the ‘hype-cycle’ or some other lifecycle. For any new idea, the early part of the hype-cycle is like a breeding-frenzy – and however useful the idea may turn out to be in the longer term, we’re not going to get any sense out of anything until that mating-season is over. We need to catch the idea either before the breeding-frenzy starts, or wait until all the dust and hype settle down again.

On the IT side of enterprise-architecture right now, obvious examples include the hype around cloud-computing and IT-consumerisation and, of course, the wild proliferation of ‘certification schemes’ (or scams, as some would put it…). For business-architecture it’s all the excitement about business-models rather than business-plans. We can also see that previous breeding-frenzies around ideas such business-process outsourcing, Agile development or Six Sigma have faded back enough for us to be able to evaluate what aspects might be useful in specific contexts. But whilst the breeding-frenzy is in full flow, just about all we can do is put up large warning-signs, and hope for the best.

(By the way, that triangular symbol above is the standard ‘Migratory Toad Crossing Ahead‘ warning-sign: UK DOT 555.1, to be precise. An essential item for your enterprise-architecture office! :-) )

Ideas can be aggressively territorial – it ‘hogs the space’, blocking out everything else. Often this will be associated with a ‘term-hijack‘, where a narrow subset of a context is purported to be the whole of that context – actively blocking out any view of the rest. These types of ideas can be a serious pest, because they’re so busy claiming and defending ‘their’ territory that they can make it all but impossible for other often-more-useful species in that ecosystem to survive. When evaluating new ideas or models, we need to test for any such tendencies: these are usually typified by over-simplification or over-certainty, endless repetition of its catch-phrases, habitual attempts at term-hijack, and a strong tendency – sometimes backed by force – to redirect any straying attention back to itself.

In enterprise-architecture, the most obvious example at present is the IT-centrism inherent in TOGAF and the like, though a new ‘business-centrism’ is also now coming to the fore. In both cases the underlying driver – in addition to the rather pointless ‘need’ to dominate the entire ecosystem – is an overly-simplistic misuse of the notion of a ‘centre’ to the architecture. (In reality, there is no single centre to the ecosystem, but rather that everywhere and nowhere is ‘the centre’, all at the same time.) There are all too many other examples of the ‘territory-grab’ problem, of course, in just about every aspect of enterprise-architecture. As for tactics, we may need to put up metaphoric warning-signs – as for any idea’s breeding-frenzy – but our best approach here is to always emphasise the whole ecosystem, and adjust the structure of ecosystem as necessary to dissuade this toad’s dominance.

Ideas can be too noisy in the way they promote themselves – ‘too noisy’ in the sense that, again, they drown out out other potentially-valuable ideas, but more by actively demanding our attention rather than blocking our view of everything else. This tends to happen a lot when the hype around some new idea is building at full blast, and especially so where the idea is forcefully promoted by some charismatic figurehead. It’s difficult to evaluate any ideas at all when we can barely hear ourselves think, let alone hear about anything else…

A good example for enterprise-architecture was all the hype around the earlier versions of Andrew MacAfee’s ‘Enterprise 2.0‘. The notion of using social-network software within a business was – and still is – a good idea: but the initial over-focus on technology above everything else was plainly absurd, and describing it as ‘Enterprise 2.0‘, implying an entirely new kind of enterprise, was even worse – a ludicrous if largely-unintentional term-hijack. But again, this is only one of all too many examples: the current over-hype of ‘anything-Cloud’ is another ‘noisy toad’ that we’re dealing with right now. Probably the best tactics here are to block out the sound where necessary, and emphasise our other senses instead.

Some of the most useful ideas may be too quiet for us to notice – the converse of ‘too noisy’. There are a lot of good, useful ideas out there: but they’re often so diffident and quiet that it can be difficult to identify their potential value to our ecosystem when we find them, or even to find them at all.

For me, in enterprise-architecture, one example would be Nigel Green‘s VPEC-T. Another would be the stream of ideas on sensemaking and the like on Cynthia Kurtz‘s StoryColoredGlasses website, and especially her crucially-important concept of ‘unorder’; which leads in turn to the work on business-story work by Shawn Callahan and colleagues at Anecdote. Everyone has their own examples, no doubt. But given the cacophony and near-chaos that’s always around us in the idea-garden, we do need to make a deliberate effort to understand the deeper needs of our ecosystem, and keep our eyes and ears and other senses open for the ‘the quiet ones’ that often matter most.

Some ideas are naturally toxic – they make it impossible for other ‘competitor’-ideas to thrive, or even survive, in that context. These are the cane-toads of our idea-garden: and whilst any idea can be toxic in some sense, it’s especially common with out-of-place paradigms, because by definition they purport to be a complete or final ‘the truth’ about the whole of a ‘world’ – and hence will always attempt to exclude every other possible view. When evaluating new ideas, we need to note how much they depend on asserting that something else is ‘wrong’ – and if so, why. We also need to identify the contexts to which it does apply, and which it doesn’t – because any ‘territory-grab’ beyond its natural context will automatically tend to make it toxic to other more-useful ideas in that broader space.

There’s a subtle point to watch here. In a sense, any idea that’s over-territorial or even over-noisy is sort-of-toxic: it will certainly tend to block out everything else, for a while at least. But in the case of ‘cane-toad’ ideas – truly toxic ideas – it’s not a behaviour as such: more that they poison everything, just by their very existence. As I said in the previous post, we probably don’t have many true ‘cane-toads’ in enterprise-architecture as such – though IT-centrism certainly comes close – but in the broader business sphere and beyond, such ‘cane-toads’ definitely do exist. Examples include the near-feudal concepts that still dominate most management-models; the absurd over-obsession with money as a measure of value in business; the insanely-inadequate notions of ‘economics’ on which our world supposedly depends; and, going deeper, the dangerous delusions of ‘rights’ and, deeper still, the all-pervasive, ever-pernicious paradigm of possession. (Those last are so toxic that, to be blunt, we need to kill them off before they kill us all…)

We do need to careful not to harm something that’s simply out of place, so for most ‘cane-toads’ the preferred tactics would be to isolate and remove, and publish warnings to other ‘gardens’ about the risk. Yet for any lethally-toxic toad – one that poses an existential threat to every ecosystem – the only safe tactics are to eradicate and exterminate entirely: and we do need to face up to the fact that on rare occasions that is the only option we have.

Many ideas can hibernate, re-emerging whenever the conditions seem right – and we need to note that this applies even to the most toxic of ideas. Every ‘toad in the road’ is “a simple, clear, easy to understand wrong answer”: and because they’re simple, because they seem clear, and because they’re easy to (sort-of) understand, that tends to make them very attractive, and very popular. Which means that despite the fact that they’ve long been identified as a ‘wrong answer’ – in some cases a ‘wrong answer’ for any question – they still on keep coming back, and coming back, and coming back, like a toad re-emerging with the rains after a drought. The catch with ‘idea-toads’ is that they often change their surface-appearance each time: but underneath it’s the same mistakes, the same old shallow, stupid, over-simplistic ideas – hence that dread feeling of “Oh no, not again…”.

For our discipline, probably the classic example is Taylorism – or rather, the vapid belief beneath its supposed ‘scientific management’ that everything can successfully be made subject to a simplistic sense of ‘order’. We know it doesn’t work, other than in quite narrow and clearly-constrained contexts: that fact has been proven time and time again, not least by Deming and others at the ‘front-line’ of production and elsewhere. But the same mistake still keeps coming back, time after time, for the simple reason that people want to believe in the myth of ‘control’. Hence, for example, Davenport and Hammer & Champy’s ‘Business Process Reengineering‘, an almost unmitigated disaster – other than in the few cases that didn’t try to use technology as the sole basis for complex business processes. Hence, for example, the many misapplications of Six Sigma, which by definition only makes sense in a context where there are literally millions of identical events. And hence, at present, the sad struggles of proponents of ‘business-rules engines‘ to get them to deliver any real value in business-contexts that, again by definition, are often inherently beyond any feasible rules’. Oh well…

For any of us blessed – or cursed – with long memories, dealing with the vampire-like return of yet another formerly-vanquished toad can be both sad and extremely frustrating. So in evaluating any supposedly-’new’ idea that has aspects that we sense we might have seen before, we need to check its anatomy and underlying structure – and we need to be especially careful to do so whenever the conditions are right for the return of any well-known toxic-toad.

Ideas may take on any combination of these characteristics – and the combinations may vary even for a single idea in different contexts or in different stages of its lifecycle. In evaluating ideas, and testing for a potential ‘toad in the road’ we do need to be careful of applying assumptions that themselves may not be valid in a different time or place. We also need to respect the nature of the toad itself: applying ‘scientific’ criteria to evaluate an artistic idea has never worked well – and the inverse has rarely been much use, either…

We see a lot of these ever-changing combinations in enterprise-architecture. For example, IT-centrism is a Simple idea that keeps re-emerging from the depths, no matter how much we push it away; and as soon as it appears again, it has an immediate and usually very-noisy mating-frenzy with whatever the current technology might be. It’s much the same with Taylorism, as above. Right now, the ‘big noise’ is around ‘cloud-computing’ and related ideas such as ‘platform-as-a-service’ – which, once we think about it for more than a minute or two, is just a current hybrid of some very old ideas (centralisation, service-orientation) and some somewhat-newer ones (access-from-anywhere, any-platform). So whenever faced with this, or any other ‘new’ idea, all we need to do is apply the various tactics described above – and erect the appropriate ‘Toad Warning’ signs wherever they’re needed.

Do remember, though, that it’s ‘Toad Warning’ – not ‘No Toads!’ (A nice shiny triangular sign, as above – not the more threatening circle-with-a-slash-through-it type of sign.) We like our idea-toads; and even if we don’t want to touch them (ugh…? yuk!), most toads are good – in the right place, such as out in the garden, protecting our precious plants from parasites and pests. So all that we don’t want here is – yikes! – a Toad. In. The. Road!

In short, be kind to your idea-toads, treat them well, treat them with respect, find them their proper place if need be – and remember, that next toad-in-the-road that you meet could well be one of yours…? :-)

Coping with ‘the toad in the road’

October 12th, 2011 2 comments

Every discipline is blighted by their own versions of an all-too-common problem: “For every difficult, complex, challenging question, there’s at least one clear, simple, easy-to-understand wrong answer”.

In Australian parlance, that type of magnificently-misleading ‘wrong answer’ is known as ‘the toad in the road’.

Every ‘trade’ has its toads, in some form or another. In the case of enterprise-architecture, given our necessarily very broad scope, we do seem to have rather a lot of them. Oh well.

It’s a toad. It sits there, blocking the way. In reality, it’s not actually that big, but it somehow demands our attention, making it difficult to deal with anything else. But we can’t just drive over it, stomp on it, squash it into a literally bloody pulp: I know that some people would do that, but it does have its own right to live, after all. Yet we do need to be careful: some toads are downright toxic. And, it’s well, kinda, yuck… no-one seems very willing to pick it up and put it politely out of the way… Oh joys…

Yeah: that kind of problem.

So how do we deal with ‘the toad in the road’?

It’s different in every case, of course.

Some of the toads in our space are really no problem: they’re just in the wrong place, that’s all. Some of them are positively genial, the kind of toad that, if it had a hat, would doff that hat with a broad smile and an offer to share a slightly-chewed slug. Like all toads, of course, they’re stubborn and they’ll stand their ground, which isn’t exactly helpful when they’re in the middle of the driveway and we need to get moving for the day; but they’re usually quite cooperative as long as we’re respectful about how we shoo them back under the strawberries instead.

Roger Sessions‘ IT-oriented version of ‘complexity’ is one such toad: it’s fine for IT, but for enterprise-architecture it’s an over-extension of ‘order’ into a realm of inherent ‘unorder’, and it really doesn’t work. Likewise John Zachman‘s notion of ‘engineering the enterprise’: it would make sense if an enterprise was an aircraft, which, however, it isn’t. Oops. In both cases, it’s definitely “right idea, wrong place”; and yes, we do all kinda know it. Sure, there will always be arguments about the positioning of that kind of toad: but people like Roger and John are unfailingly courteous and polite, so much so that it’s always a pleasure to disagree with them yet again. :-)  It’s just a kind of game we play from time to time, and we all know it’s a game – sort of how a toad would really like it if the driveway would turn itself into a strawberry-patch because that’s what they know best, and it’s somehow our fault that it isn’t.

There are other kinds of toad that are somewhat similar, but they often seem a bit brainless, so it’s lot harder to negotiate with them. The real problem is that there’s just so many of the darn things: they turn up everywhere, all crawling over each other beneath our carefully-tended bushes and shrubs, digging around for worms and grubs, and generally making a right old mess of everything in the process. Their all-pervasive slime and stench is… well, let’s just say we wouldn’t call it pleasant? :-| – and they don’t really help in any way in the garden.

At present, the dominant toad of that type in our space is IT-centrism, though there are signs that a relatively-new species of business-centrism is beginning to move into our enterprise-architecture garden as well. Perhaps we shouldn’t mind so much, but it’s difficult to get any rest with the constant croaks of “Cloud! Cloud!” and the like… Sigh… Unfortunately, it is hard keep them out of the garden – and if we do somehow succeed in doing so, we’d probably block out all the friendly toads as well, which would be a real loss. Other than the mess that they make, though, these toads are fairly harmless, and there’s probably not much we can do anyway until they get the other side of their current breeding-frenzy (otherwise known as ‘sales-hype’ and ‘certification’). In the meantime, we just need to be careful where we tread, and keep on tidying up the mess as best we can.

There are a few types of toad that we really don’t want in the garden – in fact we need to apply considerable care to keep them out of the entire metaphoric country. These are the cane-toads of a trade – so poisonous that they’ll kill off just about everything in sight, just by their mere presence. Yikes… The real tragedy of the cane-toad, though, is that often it’s initially thought of as some kind of saviour – as was true of Taylorism in our industry’s case, for example. But the reality is that they’re seriously toxic, in almost every possible way – and that toxic nature soon wipes out any possible value they may have had. Not a good idea…

Some disciplines – social-work, in particular – seem beset by cane-toads on every side; by contrast, we don’t seem to have any at present in enterprise-architecture, which makes us fortunate indeed. There’s some risk that IT-centrism and the like could turn into cane-toads, but they don’t seem to have done so as yet – though they’re certainly enough of a problem for us as it is. Taylorism and its more recent sub-species such as BPR and over-hyped ‘business-rule engines’ have been fairly serious cane-toads for us in the past, but each seem now to have faded back into a more natural niche in the overall enterprise-architecture ecosystem. The existence of cane-toads, though, should warn us to be very careful of what we introduce into the enterprise-architecture garden, and to be wary indeed of the ever-present risk of unintended-consequences.

And there a few types of toad that are kind of in the middle – literally in the middle, too, because often it seems that all they really want to do is get in the way. In some cases there may only be one individual of a species in our garden: but like the brainless toad, it somehow manages always to be right in the middle of where need to be – and it won’t budge. At all. Unless it can do so in order to get in our way again… It’s perhaps not as toxic as the cane-toad, but it’s definitely in the wrong place – yet will not respond to any kind of reason, or any request to move on. It just sits there, puffing itself up like a bullfrog, making lots of noise, demanding our attention, and generally acting like it’s the only thing that could matter to anything or anyone in any way. It could perhaps be of use elsewhere in the garden: but since it won’t move there, we never really get much of a chance to find out. What it somehow never manages to accept is that in reality it’s nothing special – it’s just another toad. That’s all. A toad in the road: another darn nuisance that we could really do without…

For enterprise-architecture, IT-centrism has been a bit like that, though it is getting somewhat more amenable these days. All the hype around Cloud is getting to be a bit too much of a toad-in-the-road these days, too. But for me at least, by far the worst toad of this type is Cynefin. It seems we can’t ever talk about complexity without Cynefin insisting on getting in our way. We struggle to talk about even the simple or the complicated without accidentally invoking its unwanted presence. We can’t talk about uniqueness or inherent uncertainty – the business sense of ‘the chaotic‘ – without Cynefin demanding that it alone knows the truth about that space – when in reality it has nothing useful to say other than that we shouldn’t be there. Much like IT-centrism, it has perhaps rather too many characteristics of a cult. And whilst in principle it could be useful in enterprise-architecture, we can’t make much use of it in practice, because its promoter endlessly insists on barging into our space, spitting venom at anything he regards as ‘heresy’ - literally, ‘to think different’ in any way from himself.

We’ve all spent too much time hiding in fear from those attacks: I know way too many people – myself included – who’ve had to invoke Bob Sutton’s ‘No Asshole Rule‘ in that person’s direction, too. The bleak reality is that I’ve spent way too much time and effort pandering to his insatiable demands – much like the pointlessness we supposedly ‘must’ go through in order to get round a toad that endlessly insists on putting itself in our way, and then blaming us for the resultant conflict.

After the last attack, though, I took a more careful look at his snarky putdowns, in which he dismissed my work as valueless, a “hash-up”, “invalid in certain essential aspects” – yet notably failing to give any details as to how or why it should be so regarded. Hmm… time to stand up for myself, for once? So I’ve spent the past few days proving, to myself at least, that my work on context-space mapping is of value, by using it to assess Cynefin itself in terms of its usefulness – or lack of usefulness – for our enterprise-architecture discipline.

The results have been, uh, interesting… (I’ll publish it here if anyone wants, though I’d warn that it’s kinda long even by my standards…) It certainly confirms that, in present form, Cynefin is indeed likely to be useful in the Complex domain; but it’s of questionable value in any other domain, and inherently worse than useless for anything in the Chaotic domain. Another interesting point was that, despite its promoter endlessly railing at anyone who dares to use Cynefin as a categorisation-framework, that’s exactly how he himself uses it in ‘his’ much-publicised HBR paper [PDF]. And that analysis also highlights some nagging suspicions that the base-level Cynefin Framework is actually a Simple-domain technique that’s merely masquerading as a Complex-domain tool – which would be neither helpful nor wise.

Perhaps the most disturbing point, though, is what came up from a more detailed cross-comparison from the context-space map. That’s that the simplified version of Cynefin that’s all that most people see, and the way in which it uses its purported theoretical base in complexity-science, make it an almost perfect tool for (mis)use by any consultant who wants to pander to the fears of worried executives, and provide them with spurious ‘evidence’ that they’re ‘in control’ of something that, by definition, cannot be controlled. That’s not good – doing that would be seriously dishonest, so surely no-one would be so unethical as to do that, would they? And yet that temptation is built right into the very fabric of the framework… worrying indeed…

But the most important point this is this: it’s just another toad. Yes, sure, for our own safety, we might well need a shovel to scoop the wretched thing up: and, despite the strong temptation to use the shovel in another way entirely, we can toss that toad into another discipline’s garden where it might be more at home – and then make darn sure that it doesn’t come back again into ours. That’s probably the best way to deal with that type of toad.

So that’s four types of toad-in-the-road we all have to deal with, perhaps rather more often than we’d like:

  • the friendly toad that gets in the way a bit, but is really useful in the right place
  • the not-much-use-for-anything toad that gets a bit too much in the way for a while, especially when it’s over-excited
  • the darned-dangerous toad that we need to keep out of our space at any cost
  • the bloomin’-nuisance toad that we’re best off to toss out of the garden, and keep out as best we can

What’s your experience of ‘the toad in the road’? What are the various types of toad that you have to wrestle with in your own work? And how do you best cope with each?

Comments/experiences/suggestions, anyone?

[Update: A reminder, because a couple of people already seem to have missed this point: in this context, the 'toad' is not a person, it's an idea - "a clear, simple, easy-to-understand wrong answer". For example, the idea of IT-centrism is an example of the second type of 'toad'. This is very important indeed: for example, in no way would I describe either Roger Sessions or John Zachman as 'a toad' (though knowing them both, they might quite like the image above of "doffing a hat with a broad smile and offering to share a slightly-chewed slug"... :-) )]

SCCC: Simple, Complicated, Complex, Chaotic

October 9th, 2011 19 comments

Folks, we have an important issue on terminology that we need to address.

In two comments to my previous post, Dave Snowden has made it clear that he objects to any reference to the term ‘Cynefin‘ that does not conform exactly to his specification for that term.

This includes any usage of the term ‘Cynefin-categorization’, which I’ve been using in order to distinguish (and advise others to distinguish) the usage of the ‘Simple, Complicated, Complex, Chaotic’ category-set, from Cynefin-proper. Snowden has made it clear that the term ‘Cynefin-categorization’ is not acceptable for this or any other purpose.

We are reminded that Cynefin-proper is a sensemaking-framework, and that in general the term ‘Cynefin’ should not be used in relation to any form of categorisation. If the term is used to describe categories, that usage must include all five Cynefin categories, including the central domain of ‘Disorder’. Under no circumstances may it be used to indicate the four-item category-set of Simple, Complicated, Complex, Chaotic. We are also reminded that the Cynefin framework has a very specific graphic-format, and that the term ‘Cynefin’ should never be used in relation to a simple 2×2 matrix.

The practical problem is that the ‘Simple, Complicated, Complex, Chaotic’ category-set and its variants are in common use throughout the enterprise-architecture discipline and many others, and have been so for many years. Although I seem once again to have taken the brunt of Snowden’s ire on this, the reality is that a lot of people are using that type of category-set and describing it as ‘Cynefin’ – usually as a result of (mis)-reading the Cynefin page on Wikipedia. A lot of people – as in Nigel Green’s example – are using that type of category-set with a 2×2 matrix and describing as ‘Cynefin’, or ‘based on Cynefin’. It’s clear that we cannot and must not do this any more.

Obviously the full category-set ‘Simple, Complicated, Complex, Chaotic’ is too long for routine use, which is why many have used ‘Cynefin’ as a convenient shorthand. Again, we cannot and must not do this any more: hence we need an alternative shorthand term.

The obvious choice is the simple acronym: SCCC for Simple, Complicated, Complex, Chaotic. (It could be shortened to SC3, but I’d prefer not… :-) )

Could we perhaps adopt this from now on?

Or does anyone have a better alternative? Suggestions, please?

— —

On a separate but related matter, Snowden’s comments to that post once again make clear his opinions on the (lack of) quality and value of my work, such as stating that the tools and techniques that I’ve developed for sensemaking and the like are inherently “invalid … in certain essential aspects”, and insinuating that the cross-map techniques for ‘context-space mapping’ described in my book Everyday Enterprise-Architecture and elsewhere should be dismissed as a ‘hash-up’.

Which, I’ll admit, does hurt: critique is important, and I do value genuine critique, but this feels more like wholesale destruction just for the dubious enjoyment of doing so… Oh well.

There’s no question Snowden is entitled to his opinion, of course. And I’d certainly agree that he’s forceful in asserting those opinions. But unlike some others, I do suffer from deep and persistent self-doubt, and I’ll admit that this has thrown me straight back into that space again, seriously doubting whether what I’ve been doing has any value to anyone at all…

So I’m asking for your honest advice in this: is Snowden’s opinion the right one here? Does my work have any value to you, or to any others that you know, in enterprise-architectures and elsewhere? Should I just accept his view that what I’m doing is valueless to everyone, and the implication that I really ought to give up and walk away from it all, to leave you and him and everyone else  in peace? Or if you consider that it does have any value, what can I do to make it better, and perhaps more resilient to the kind of dismissals and denigration that we see here and elsewhere?

Comments/suggestions? Over to you, if would?

Many thanks, anyway.