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Course Number: 1608A




























Developed with KiZAN Corporation





1099 Part No. X04-99417


Delivery Guide
Designing Business
Solutions


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Project Lead: Michas Sadzak
Instructional Designers: Shawn Lock, Michas Sadzak
Program Managers: Mark Bader, Rama Biswas, Teresa Canady
Subject Matter Experts: Mark Bader, Rod Fergusson, Michas Sadzak, Scott F. Wilson (KiZAN
Corporation)
Graphic Artist: Elizabeth Johanson (ArtSource, Inc.)
Editors: Todd Duft (Write Stuff), Joe Feese (Write Stuff)
Production Support: Marlene Lambert (Online Training Solutions, Inc.)
Manufacturing Support: Julie Challenger, John Williams
Product Manager: Ron Wodaski
Business Manager: Roger Gerdes

Authors: Rod Fergusson, John Ross (KiZAN Corporation), Michas Sadzak, Scott F. Wilson
(KiZAN Corporation)


Course Number: 1608A
1099 Part No. X04-99417

Contents iii


Contents
About This Course
Course Overview.................................................................................................. xiii
Course Timing....................................................................................................... xv
Document Conventions......................................................................................... xx
Introduction
Introductions ........................................................................................................... 3
Course Materials ..................................................................................................... 4
Prerequisites............................................................................................................ 5
Microsoft Certified Professional Program .............................................................. 6
Facilities.................................................................................................................. 7
Module 1: Course Overview
Module Overview ................................................................................................. 10
Overview............................................................................................................... 11
Business Solutions Design Curriculum................................................................. 12
Curriculum Vision and Purpose....................................................................... 13
Courses in the Curriculum ............................................................................... 14
Curriculum Case Study.................................................................................... 15
Overview of This Course ...................................................................................... 16
Course Vision and Purpose.............................................................................. 18

Course Objectives ............................................................................................ 19
Modules in This Course................................................................................... 21
Modules in This Course (continued)................................................................ 22
Activity 1.1: Identifying Design Steps.................................................................. 23
Project Life Cycle ................................................................................................. 24
Life Cycle Models............................................................................................ 25
MSF Process Model for Application Development ......................................... 26
This Course and the MSF Process Model........................................................ 27
Looking Forward................................................................................................... 28
Module 2: Solution Design Using the MSF
Module overview .................................................................................................. 30
Overview............................................................................................................... 31
Design Overview................................................................................................... 32
Business Solution Design ................................................................................ 33
A Well-Designed Solution............................................................................... 34
Cost of Fixing a Poorly Designed Solution ..................................................... 35
Cost of Not Fixing a Poorly Designed Solution............................................... 36
Activity 2.1: Identifying Design Principles........................................................... 37
MSF Design Process ............................................................................................. 38
Three Phases of Design.................................................................................... 39
Conceptual Design........................................................................................... 40
Logical Design................................................................................................. 41
Physical Design................................................................................................ 42
Relationship Among Design Phases ................................................................ 43
Design Phases in MSF Process Model............................................................. 44
Activity 2.2: Identifying Design Phases................................................................ 45
Benefits of the MSF Design Process..................................................................... 46
iv Contents



Consensus of Design........................................................................................ 47
Completeness of Design .................................................................................. 48
Traceability of Design...................................................................................... 49
Flexibility of Design ........................................................................................ 50
Review .................................................................................................................. 51
Guidelines ........................................................................................................ 52
Review Questions ............................................................................................ 53
Looking Forward ............................................................................................. 54
Module 3: Services-Based Approach to Solution Design
Module Overview ................................................................................................. 56
Overview............................................................................................................... 57
Services-Based Approach ..................................................................................... 58
Definition of an Application Model................................................................. 59
MSF Application Model .................................................................................. 60
Definition of a Service..................................................................................... 61
User Services ................................................................................................... 62
Business Services............................................................................................. 63
Data Services ................................................................................................... 64
Examples of Services....................................................................................... 65
Services-Based Application............................................................................. 66
Activity 3.1: Identifying Services ......................................................................... 67
Value of a Services-Based Approach.................................................................... 68
Reusability ....................................................................................................... 69
Flexibility of Distribution ................................................................................ 70
Parallelism in the Development Effort............................................................. 71
Other Benefits.................................................................................................. 72
Review .................................................................................................................. 73
Guidelines ........................................................................................................ 74
Review Questions ............................................................................................ 75
Looking Forward ............................................................................................. 76

Module 4: Business Solution Conceptual Design
Module Overview ................................................................................................. 78
Overview............................................................................................................... 79
Conceptual Design Basics..................................................................................... 80
Conceptual Design in the Design Process........................................................ 81
Conceptual Design: The Search for Meaning .................................................. 82
Goals of Conceptual Design ............................................................................ 83
Perspective of Conceptual Design ................................................................... 84
Perspective Captured in Usage Scenarios........................................................ 85
Clarifying Conceptual Design.......................................................................... 86
Value of Conceptual Design ............................................................................ 87
Activity 4.1: Risks of Skipping Conceptual Design.............................................. 88
Conceptual Design Process................................................................................... 89
Conceptual Design and the MSF Process Model............................................. 90
Conceptual Design Steps ................................................................................. 91
Deliverables of Conceptual Design.................................................................. 92
Conceptual Design Research................................................................................. 93
Deliverables of the Research Baseline............................................................. 94
Contents v



Researching the Enterprise Architecture.......................................................... 95
Researching Business Processes and Activities ............................................... 96
Prioritizing Business Processes and Activities ................................................ 97
Researching Business Systems and Users ....................................................... 98
Gathering Requirements and Constraints ........................................................ 99
Activity 4.2: Inputs to Conceptual Design .......................................................... 100
Conceptual Design Analysis ............................................................................... 101
Deliverables of the Analysis Baseline ........................................................... 102

Synthesizing Business and User Information ................................................ 103
Example: Workflow Process Model .............................................................. 104
Example: System-Use Case Model................................................................ 105
Example: User-Use Case Model.................................................................... 106
Current-State Usage Scenarios....................................................................... 107
Example: Current-State Usage Scenario........................................................ 108
Documenting the Current State...................................................................... 109
Activity 4.3: Value of Information Models......................................................... 110
Conceptual Design Optimization ........................................................................ 111
Deliverables of the Optimization Baseline .................................................... 112
Designing the Desired Future State ............................................................... 113
Redesigning the Process ................................................................................ 114
Value of the Redesigned Process ................................................................... 115
Describing the Desired Future State .............................................................. 116
Optimization and Validation Steps ................................................................ 117
Future-State Usage Scenario Validation ........................................................ 118
Activity 4.4: Creating a Future-State Usage Scenario ........................................ 119
Review ................................................................................................................ 120
Guidelines ...................................................................................................... 121
Review Questions .......................................................................................... 122
Looking Forward ........................................................................................... 123
Module 5: Business Solution Logical Design
Module Overview ............................................................................................... 126
Overview............................................................................................................. 127
Logical Design Basics......................................................................................... 128
Logical Design in the Design Process............................................................ 129
Logical Design: The Search for Organization ............................................... 130
Goals of Logical Design ................................................................................ 131
Perspective of Logical Design ....................................................................... 132
Perspective Captured in Business Object Models.......................................... 133

Clarifying Logical Design.............................................................................. 134
Value of Logical Design ................................................................................ 135
Activity 5.1: Risks of Skipping Logical Design.................................................. 136
Logical Design Process....................................................................................... 137
Logical Design and the MSF Process Model................................................. 138
Logical Design Steps ..................................................................................... 139
Deliverables of Logical Design...................................................................... 140
Analysis: Business Objects and Services............................................................ 141
Deliverables of the Analysis Baseline: Part 1................................................ 142
Business Objects ............................................................................................ 143

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