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Enterprise & Systems of Systems Systems Engineering Introduction to ESE IG Workshop 21st Feb 2014 Ivan Mactaggart CEng MINCOSE MIET MSOE Lead Systems Engineer AWE PLC Chair INCOSE UK Advisory Board [email protected] [email protected] ESE Interest Group 1 Workshop Overview Aim: Explore the relationship between ESE and SoS Context: 1. 2. Two streams of discourse in INCOSE, BKCASE and general literature, with considerable overlap but no general agreement on where they differ and overlap Opportunities to inform INCOSE membership and influence wider community Method: 1. 2. 3. 4. Initial presentation summarising openly-available material, eg BKCASE, ESE IG, personal research (Ivan Mactaggart) Open discussion (All) Agree main conclusions and follow-up actions (Ivan Mactaggart) (Post meeting) Write up and publish on wiki (PB el al) ESE Interest Group UK Advisory Board Commitment to development of Systems Engineering in the UK. The “voice of industry” for Systems Engineering. Influence Systems Engineering in the UK Share good practice and address common issues Engagement with key SE points of contact within other organisations. Interest Copyright ESE © 2014 INCOSE Group UK Ltd Background • Why are we talking about Enterprise Systems Engineering? – Because the products and services we build interact in complex ways with the enterprises which build and use them – Because the organisations (enterprises) which build and use systems are becoming recognised as complex entities in their own right, and worthy of systematic study • These dependencies have always been there, but modern trends especially information and communications technologies - are bringing them to the surface as first-order factors in determining success, e.g. in business or military mission ESE Interest Group Some definitions - Enterprise • (Rebovich & White): An enterprise consists of a purposeful combination of interdependent resources (people, processes, organisations, supporting technologies and funding) that interact with: – Each other to coordinate functions, share information, allocate funding, create workflows and make decisions; and – Their environment to achieve business and operational goals through a complex web of interactions distributed across geography and time • (ISO 15704 2000)*: one or more organisations sharing a definite mission, goals and objectives to offer an output such as a product or service • (Giachetti): a complex (adaptive) socio-technical system that comprises interdependent resources of people, processes, information and technology that must interact with each other and their environment in support of a common mission * Industrial automation systems -- Requirements for enterprisereference architectures and methodologies ESE Interest Group Characteristics of enterprise types • Longevity of goals: specific time-boxed missions, or openended goals • Status: operational/business enterprise or one which develops capability for others • Organisational complexity: unitary organisations or those spanning multiple organisations/products/services; also extended enterprises, supply chains and voluntary organisations (eg INCOSE) • Product/service type: eg IT only and mixed hardware/software • Socio-technical emphasis: techno-centric vs people-oriented Source: Brook, P (ESE IG) ESE Interest Group What about? • “A loosely attached collection of entities that has been formed to deliver a specific objective, or set of objectives” • “Enterprises as systems appear to be shaped by an “embryological process of differentiations” of people, processes, technology tools and the development of other systems according to the “genetic blueprint” conceived by the parties involved and as influenced by it’s operating environment”. (Mactaggart, 2014 – unpublished thesis) ESE Interest Group Examples of Enterprises • A multi-national company (eg hotel chain, car manufacturer) • A supply chain • A government department • A specific programme (eg Apollo 13, London 2012) • A military operation • A professional society (eg INCOSE) • A trans-national initiative, eg eradicating malaria, reducing child poverty, countering global warming ( Brook, P (ESE IG)) ESE Interest Group Overarching themes • Transformation of material and intellectual capital into products and services to achieve desired outcomes or capabilities • Transformation of the enterprise itself in order to achieve the above • The application of system approaches (systems engineering and systems science) alongside other disciplines to allow these to happen in a holistic and integrated manner • This is Enterprise Systems Engineering • Because the challenges are complex and unprecedented, and becoming allpervasive, addressing them may well transform the systems engineering landscape (view reinforced by INCOSE Executive Summit, Rome July) Source: Brook, P (ESE IG) ESE Interest Group Growing Dimensions of ESE Professional Bodies (BoK’s, Standards) Programme Management TSE Product Re-use Simple Supply Chains Complex Supply Chains Systems of Systems Prime Contractors Enterprise Architecture Single Organisations/ Enterprises (Loose) Federations Project Management Multiple Organisations (Extended Enterprises) TSE (+15288) Prime System Integrators Multi-department Single or Uncoupled Products/ missions Coupled Products/ missions ( Brook, P (ESE IG)) ESE as an Integrating Discipline Source: Brook, P (ESE IG) Complexity Science Conceptual Foundation Social Science Formal Modelling Organisation Design & Change Management Computer Science Enterprise Technical Strategies Software Engineering Soft Systems Methodology Systems Engineering Transformation Management Enterprise Architecture Technology Management Programme Management Project Management Enterprise Processes: Technical & Management Business Studies ESE Interest Group Systems of System “A SoS is a set or arrangement of systems that results when independent and useful systems are combined into a larger system that delivers capabilities not deliverable by any individual system” (Cranfield University,2013) ESE Interest Group Systems of System • Cyber-physical systems: recent developments in embedded systems networks and technologies have allowed closer integration with the physical world such that these computer-based networks can monitor and influence physical processes. • Ultra Large Scale (ULS) The scale of the systems drive a whole new pattern of behaviour. It is envisaged that ULS systems potentially have billions of lines of codes, thousands of component systems and include people and organisations. • Socio-technical Systems: The term also refers to the interaction between society's complex infrastructures and human behaviour. In this sense, society itself, and most of its substructures, are complex socio-technical systems. (© Cranfield University,2013) ESE Interest Group 13 Characteristics of SoS • Emergent behaviour; An SoS is capable of tasks that the individual military systems cannot achieve. This emergent behaviour is not always predictable and can have positive or negative outcomes. • Complexity; SoS have complex interactions and dependencies. These interactions will change depending on the SoS configuration. • Independence; Each component military system of an SoS has it own • purpose, and can be used independently of the SoS. • There is a tendency to geographical dispersion. • System-of-Systems are sub optimal – each element has not been designed with the SoS purpose in mind. (© Cranfield University,2013) ESE Interest Group 14 A Spectrum of Systems System: An instance of a set of degrees of freedom* having relationships with one another sufficiently cohesive to distinguish the system from its environment.** *Normally grouped into subsets or elements Less complex Pre-specified **This cohesion is also called system identity More complex Evolving (Kuras and White, INCOSE, 2005) ESE Interest Group A Spectrum of Systems System: An instance of a set of degrees of freedom* having relationships with one another sufficiently cohesive to distinguish the system from its environment.** *Normally grouped into subsets or elements Less complex Pre-specified **This cohesion is also called system identity More complex Evolving (Kuras and White, INCOSE, 2005) ESE Interest Group Is an Enterprise a System of Systems? • “An enterprise is not a system of systems (SoS), although at certain scales it can always momentarily rendered as such”. (Kuras & White, 2005) • “An enterprise consists of a number of components, and it is common to use views of the enterprise that contain a selection of these components. If these views are systems then the total enterprise system is actually a system-ofsystems”. (Kennedy et al, 2007) • “A system of systems has to be a system, or else words have no meaning. That makes System of Systems Engineering a nonsense term”. (Meyer, 2012) ESE Interest Group Multi-enterprise view in BKCASE © BKCASE ESE Interest Group 18 Systems Relationships Complex (Adaptive) System System Enterprise System of Systems Mega -System (adapted from System Definitions Diagram from Kuras and White, INCOSE, 2005) ESE Interest Group 19 Systems Relationships Complex (Adaptive) System System Enterprise System of Systems Mega -System (Mactaggart , 2014, adapted from Kuras and White, INCOSE, 2005) ESE Interest Group 20 Additional Information Ivan Mactaggart CEng MINCOSE MIET MSOE Lead Systems Engineer AWE PLC Chair INCOSE UK Advisory Board [email protected] [email protected] ESE Interest Group 21 (Cranfield University,2013) ESE Interest Group Levels and Types of Activity Enterprise Organised Strategic Portfolio Management Change Management Systemic Systematic Enterprise Strategy Formulation & Problem Solving Organisation Design & Analysis Strategic Technical Approaches (eg EA) Programme Project Programme Management (eg MSP) ‘Conventional’ PM (eg PRINCE) Problem Definition for complex developments Scoping single developments Systems of Systems Engineering ‘Conventional’ SE (eg INCOSE Handbook) Key Source: Brook, Bryant & Knowles (ESE IG) High maturity Medium maturity Low maturity Dashwood ESE Interest Consulting Group Spectrum of responses Late 20th C Mid-21st C ? Shaping the future Borrowing from the past Traditional Systems Engineering (TSE) Transitional (ESE) Radical Paradigm Shift ‘Cyber socio-systems’ Source: Brook, P ESE Tutorial, ASEC 12 Dashwood ESE Interest Consulting Group A triangle of concerns in ESE Organising (Managing, leading, deciding) Management Systemic (Holistic approaches to complex problems) Conceptual Solution Development Systematic (Turning requirements into practical solutions) Source: Brook, Bryant & Knowles (ESE IG) Dashwood ESE Interest Consulting Group Topic Area 1. Conceptual Foundation Possible Research/Investigation Potential Possible areas for further investigation Collaborators Further development and publication of characteristic models, leading to rationalisation Understanding types of complexity experienced in ESE, and relationship to other areas of complexity science Application of modelling tools (in conjunction with one or more of tasks below) – possibly including ‘multi-methods’ spanning the hard/soft divide 2. Enterprise Technical Strategies Practical extensions and usage of EA for mixed IT/hardware environments Architectural Patterns for specific domains (eg defence) Multi-level architectures Integration of SE and Road-mapping for management of strategic capability Strategies for multi-project Information Management 3. Enterprise Processes Linking SE with Project & Programme Management Scaling SE for very large projects & programmes Novel Governance techniques, eg adaptive and evolutionary Collaborative working Distributed decision-support Integration of EA with TSE Tools for organisational design (using systems principles) Leadership issues in transformation Classification and testing of transformation theories, and techniques for assessing success Sociology of change Knowledge retention in large (technical) enterprises Education strategies to support transformation 4. Enterprise Design and Transformation Schools of Complexity Science Systems Science Community INCOSE Systems Science WG EA Community (eg BCS) Federation of EA Professionals (FEAP) NATO PMI, APM Schools of (Project) Management Business Schools Source: Brook P, Literature Survey – Cranfield University Dashwood ESE Interest Consulting Group 26 A generic model of an Enterprise as dynamic and evolving system (from BKCASE) Source Rouse 2009 An enterprise transforming inputs (drivers) into outcomes - using work processes ; It may also change its state: - both in order to do so and as a result of doing so Dashwood ESE Interest Consulting Group 27 A process view Source: BKCASE ESE Interest Group Creating Capabilities: Organisational, System & Operational Developed for BKCASE ESE Chapter ESE Interest Group General Principles of Enterprise Management* 1. The primary task of management is to manage the boundary conditions of the enterprise 2. The goals or purposes of the enterprise can be understood only as special forms of interdependence between an enterprise and its environment 3. An enterprise can achieve a steady state only when there is a) b) Consistency of direction, and The organisation maintains a rate of progress towards it which is within tolerable limits 4. The task of management is governed by the need to match constantly the actual and potential requirements of the enterprise to the actual and potential requirements of the environment 5. In a human organisation, the requirements of steady state and unidirectionality and progress can only be achieved by leadership and commitment 6. An enterprise can only achieve the conditions for a steady state if it allows its human members a measure of autonomy and selective interdependence *Source Systems Thinking, F E Emery (Ed), Penguin 1972 ESE Interest Group