TOGAF EA Foundation Practice

Case Study: Challenge Lifts

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Case Study: Challenge Lifts
Challenge Lifts is a company which manufactures and installs elevators. The company has a
world-wide reach, with manufacturing and support facilities located across the globe.
In broad terms, Challenge deals with two types of lift:
Commercial Lifts: The original business, commercial lifts are multi-capacity multi-story lifts
usually sold into public buildings such as blocks or flats or offices. Each building is unique so the
solution must be independently designed and installed. To minimise cost Challenge tends to use
standard parts wherever possible.
Domestic Lifts: A relatively new venture dealing with personal lifts usually fitted into Domestic
Houses (often called “Stair Lifts”). Challenge bought out a medium sized company in this area
several years ago and after re-organisation and integration the unit has now started to grow.

The company is divided into a number of self-contained service portfolios including

manufacturing, installation, maintenance & refurbishment for commercial product, domestic (stair)
lifts and financial services. Commercial lifts has developed commercial territories based on its
manufacturing plants.
The separate, domestic lifts division uses different territories and is slowly expanding world-wide.
Financial Services is based in the London and provides finance to Customers (both commercial
and domestic) who wish to purchase lifts from the company. With numerous practice areas and a
multitude of diverse engagements underway at any given time, overall engagement management
within the company has become challenging. The company does not want to risk its outstanding
reputation or its international certifications and CMM ratings.
The Domestic Lifts division operates on a Franchise model wholesaling to local independent
retailers.
Challenge has a large dealer base in the UK and Italy, growing networks in the rest of Europe,
and they have recently started penetrating the North American market. Challenge offers its
dealers Training (both Technical and Sales), spare parts, and second line technical support.
Dealers sell the products, survey the end customers and install in the customers dwelling.
Dealers also offer a maintenance service to their customers. Challenge manufactures the
customised installation to order, using a standardised set of parts wherever possible. The
company has embraced lean principles so has a very close relationship with its dealers. Dealers
provide confidential information about profit and sales forecasts and feedback improvement
suggestions and performance issues. In return, Challenge exposes manufacturing costs and
regional sales expectations and involves dealers in the design of future models. Both sides need
to protect this very sensitive commercial information.
New European safety regulations are in the pipeline and are expected to come into force within
the next twelve months. As the company performs a significant amount of business within the
EEC, manufacturing compliance is a major concern.
For commercial lifts, Challenge has satellite manufacturing plants in India, North America, South
America and the Far East as well as the main plant (in Sunderland United Kingdom). Some of the
plants were taken over as going concerns, others were started from scratch. At present Australia
& New Zealand are managed from North America however Challenge is looking for a company to
partner with in this region. Satellite plants are responsible for a specific sales area. Each region is
semi-autonomous selling, assembling, installing and maintaining lifts in their area. The parts for
assembly are either manufactured locally or sourced from the Sunderland main plant. Each
Satellite has responsibility for making sure that the lifts sold comply with safety regulations in their
allocated area. R&D is co-ordinated from Sunderland, most R&D work is conducted at the main
site however occasionally “virtual teams” are formed across regions to tackle specific objectives.
The firm has traditionally allowed each manufacturing plant to operate its own production
planning system. As a result there has been a proliferation of diverse systems, with each plant
having their own custom Materials Requirements Planning, Master Production Scheduling, Bill of
Materials, and Shop Floor Control systems in place. Each satellite manufacturing plant has its
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own IT team charged with maintaining and upgrading the local systems in use and also is
responsible for customer support for their area. One result of this diverse technical landscape is
that timely and detailed production and stock information is not available to the Corporate
Management team. While they do receive some information it is often of doubtful providence and
frequently delayed.
Challenge Lifts is keen to reduce costs and standardise their production processes thus
minimising waste caused by excessive inventory and work in progress. A crack team of
consultants has recommended that significant savings could be affected if the company replaced
the current planning and scheduling systems with a common Enterprise Resource Planning
(ERP) system and a Global Help Desk (GHD) both located in Sunderland. This central system
would provide support to each of the satellites by replicating the current functionality. It would
also allow detailed data to be obtained. The proposed solution should reduce the number of local
servers needed in the satellites and thus reduce the numbers of support staff needed. In some
cases it might be possible to outsource the local IT support to 3rd Party maintenance
organisations. The MD has become excited by this prospect. The consultants have produced an
Outline Business Case which demonstrated significant value. The Finance Director has
reluctantly agreed to provisionally reserve funding for the estimated cost of the project.
The Enterprise Architecture department has been operating for about a year, so parts of the
Enterprise are understood and work has commenced on modelling the future Enterprise.
Challenge has chosen to use TOGAF as their EA methodology. The Corporate Board of
Directors strongly supports the EA activity partly because they see TOGAF as a platform to
accelerate the Lean Manufacturing philosophy.

There are two Architectural Definition projects underway at present:

Enterprise Resource Planning (ERP)

The ERP project is designed to centralise the manufacturing and production stock holding of the
Industrial Lifts capability. It is world-wide in scope covering all manufacturing plants although the
system will be located and maintained centrally from Sunderland.

Global Help Desk

At present Challenge maintain many regional based Help Desks as the initial contact point for
their customers. Help Desks allow customers to purchase spares or book service calls, the Help
Desk personnel also assist with pre-sales support. Each region has set their own SLA’s and have
their own unique business flows for handling calls. Business intelligence is poor. The company is
planning to consolidate all the regional Help Desks into a single Business Unit providing a single
contact point, and a standardised set of SLAs, The GHD is to be located in the Head Office in
Sunderland. To reflect the multi-national scope of Challenge the MD has stated that existing
language support needs to be maintained.

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Exercise 1: Writing a Principle
The following is a list of business goals embraced by Challenge Lifts:
• Very Senior Management need to concentrate on making decisions (there are too many
distractions)
• We need to minimise wasted staff time (i.e. any time when staff are not engaged in productive,
profitable, business activities)
• The company needs to obtain a competitive advantage over rivals making use of timely, high
quality, performance and production information
• We need to grow our business by becoming recognised by customers and potential customers as
an efficient, high quality business

Your Task:
Select one from the above list and use this as a basis to create an Architecture Principle (in the TOGAF
format)

Name Should represent the essence of the rule and be easy to remember

Statement Should be succinct and unambiguously communicate the rule

Rationale Should highlight the business benefits of adhering to the principle using business terminology.

Implications Should highlight the requirements, both for the business and IT for carrying out the principle, in
terms of resources, costs, and activities/tasks.

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 Day 1 Foundation Practice Questions

Q1
Which of the following phases includes obtaining approval for the Statement of Architecture Work?

A. Preliminary phase
B. Phase A (Architecture Vision)
C. Phase B (Business Architecture)
D. Phase E (Opportunities & Solutions)
B Architecture Vision

Q2
Which phase of the ADM has the objective of ensuring that the Architecture Governance framework
is executed ?

A. Preliminary phase
B. Phase E (Opportunities & Solutions)
C. Phase G (Implementation Governance)
D. Phase H (Architecture Change Management)

Phase H

Q3
Which ADM phase is triggered by the Request for Architecture Work generated by the enterprise?

A. Preliminary phase
B. Phase A (Architecture Vision)
C. Phase B (Business Architecture)
D. Phase H (Architecture Change Management)

B Architecture Vision

Q4
The TOGAF Architectural Framework describes a _____________ as a type of artefact which
shows the relationship of things?

A. Building Block
B. Catalogue
C. Diagram
D. Matrix

Ans D: Matrix

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Q5
The objective of which Phase is define the overall solution building blocks (SBBs) to finalize the
Target Architecture based on the ABBs ?

A. Phase C
B. Phase D
C. Phase E
D. Phase F

Given as C (Arch Content Framework) but B ADM check

Q6
TOGAF describes which one of the following as “the structure of components, their
interrelationships and the principles guiding their design and evolution over time”?

A. View
B. Artefact
C. Model
D. Architecture

Ans E Architecture

Q7
Which of the following is the level of architecture abstraction that involves Decomposing the requirements
to understand the problem, and what is needed to address the problem, without unduly focusing on how
the architecture will be realized ?

A. Contextual
B. Conceptual
C. Logical
D. Physical

Ans E

Q8
Which ADM phase is the first phase of the architecture development cycle, defines the scope, and
identifies stakeholders?

A. Preliminary phase
B. Phase A (Architecture Vision)
C. Phase B (Business Architecture)
D. Phase D (Technology Architecture)

Ans B

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Q9
The TOGAF Standard covers the development of four architecture domains, which are
Business, Application, Data and _____ ?

A. Solution
B. Stakeholder
C. Digital
D. Technology

Q10
According to TOGAF, which of the following best describes how the Enterprise Continuum is used
in organising and developing an architecture?

A. It is used to structure re-usable architecture and solutions assets

B. It is used to co-ordinate with the other management frameworks in use
C. It is used to provide a system for continuous monitoring
D. It is used to identity and understand business requirements
sD

Q11
In the ADM, documents which are under development and have not undergone any final review and
approval process are designated as _____ ?

A. Draft
B. Provisional
C. Outline
D. Approved

Answer A
Q12

In which Phase of the ADM does TOGAF align with Agile development ?

A. C
B. D
C. F
D. G

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Ans D
Q13
What is an objective of the Preliminary phase ?

A. To develop the Architecture Definition Document

B. To establish the architecture governance process
C. To develop the statement of architecture work
D. To operate the governance framework
Ans E

Q14
Which of the following best describes the “Architecture Vision” document?'

A. A description of individual change increments showing progression from the baseline to

target architecture
B. A detailed schedule for implementation of the target architecture
C. A high level description of the baseline and target architectures
D. A joint agreement between the development team and sponsor on the deliverables and
quality of an architecture

Ans C

Q15
Which architecture scope dimension describes the full extent of the enterprise and what part of that
extent will this architecting effort deal with ?

A. Depth
B. Time
C. Breadth
D. Architecture Domains

Answ
er: C

Q16
The Architecture Landscape is divided into three levels which are, Capability, Segment, and
_____________.?

A. Baseline
B. Solution
C. Strategic
D. Target

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Q17
The Output and Outcome of which phase is...Sufficient documentation to get permission to proceed
and permission to proceed to develop a Target Architecture to prove out a summary target ?

A. Requirements Management
B. Preliminary Phase
C. Phase A
D. Phase B
..
Answer: C
Q18
Which document is sent from the Sponsoring Organisation to the EA team to trigger a new cycle
of the ADM?

A. Architecture Requirements document

B. Architecture Definition Document
C. Statement of Architecture Work
D. Request for Architecture Work

Q19
According to TOGAF which one of the following defines general rules and guidelines for the use
of assets across an Enterprise?

A. Business Scenarios
B. View
C. Viewpoint
D. Architecture Principles
B

Answer: B

Q20
Which of the following statements best describes the purpose of enterprise architecture?

A. To allow an enterprise to exploit the latest trends in technology

B. To enable the CIO to take effective control of the business units across an enterprise
C. To ensure compliance in an enterprise to corporate auditing standards
D. To optimise an enterprise into an environment that is responsive to business needs

Ans D

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Day 1 Foundation Practice Question Answers

Question Answer
1 B
2 D
3 B
4 D
5 C
6 D
7 B
8 B
9 D
10 A
11 A
12 D
13 B
14 C
15 C
16 C
17 C
18 D
19 D
20 D

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 Day 2 Foundation Practice Questions

Q1
In which ADM phase are Gap Analysis results from earlier phases consolidated

A. Phase D
B. Phase E
C. Phase F
D. Phase G

Q2
Which section of the TOGAF Architecture Principles template describes the requirements for
carrying out the principle?

A. Implications
B. Name
C. Rational
D. Statement

Ans: D
Ans A

Q3
Which of the following best describes an Architecture Compliance Review?

A. A review of the ability to share information and services

B. A review of plans for transforming the Enterprise
C. A review of the architecture project against established criteria and business objectives
D. A review to identify the variation between baseline and target architectures

Ans C

Q4
Which one of the following best describes a key objective of the “Technology Architecture” phase?

A. To define the solution architecture needed to support the Application Architecture

B. To transform application components into a set of technology components
C. To define the Transition Architectures needed to achieve the Target Architecture
D. To select a set of technology products that will form the basis of a solution architecture

Ans D

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Q5
According to TOGAF which of the following best describes the concept of Architecture
Governance?

A. A framework for operational and change activity

B. The practice by which Enterprise Architectures are controlled from the Enterprise perspective
C. A mechanism to categorise artefacts
D. A test to ensure that the Enterprise Architecture practice is capable of controlling the
architecture project

Ans B

Q6
Which deliverable created in Phase A is often referred to as an Architecture Contract ?

A. Request For Architecture Work

B. Architecture Vision
C. Statement Of Architecture Work
D. Architecture Definition Document

Ans E

Q7
Which element in The TOGAF standard is described as a package of functionality to meet business
needs across an organization ?

A. Business Architecture
B. Artifact
C. Principle
D. Building Block

Ans: D

Q8
TOGAF describes the role of an Architecture Contract as ________________?

A. a plan to ensure that architecture information is communicated to the right stakeholders at the
right time
B. a trigger for a new cycle of the ADM
C. an agreement between the developers and the sponsors about the architecture deliverables
D. a timeline showing progression from the Baseline Architecture to the Target Architecture

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An

Q9
Complete the sentence - “The Requirements Management Phase ___________”?

A. addresses and resolves requirements between the ADM phases

B. is a central process which prioritises requirements for the other ADM phases
C. is used to dispose of resolved requirements for all ADM phases
D. stores requirements and manages their flow into the relevant ADM phases

Q10
Which one of the following statements best describes the purpose of a Compliance Review?

A. Provides a high level overview of the deliverables

B. Ensure that major stakeholders receive the correct information at the right time in the
architecture cycle
C. During the Implementation Governance phase Checks that delivery projects are meeting their
requirements
D. Charts progression from Baseline to Target architecture

Q11
Which of the following best describes a purpose of the Gap Analysis technique?

A. To catch errors in a project architecture early

B. to guide decision making throughout the enterprise
C. To help identify and understand business requirements
D. To highlight shortfalls between the baseline and target architectures

Q12
Which one of the following is NOT a responsibility of an Architecture Board?

A. Enforcing Architecture Compliance

B. Decision making for changes in the architecture
C. Production of governance materials
D. Allocation of project resources

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Q13

Which one of the following best describes the Architecture Vision document?

A. A description of the scope and approach for completion of the architecture project
B. A set of rules and guidelines to support fulfilling the mission of the organisation
C. A set of quantitative statements outlining requirements on the implementation
D. A high-level description of how the new capability will address stakeholder concerns

Q14
Which of the following provides the best description of TOGAF?

A. A process model, best practices, and assets to assist in the creation and update of an
Enterprise Architecture
B. An abstract framework for the development of standards and processes for a business
architecture
C. A collection of components organised to accomplish a specific set of functions
D. A system development life cycle method for software engineering

Q15
Which ADM phase establishes the connection between the architecture organisation and the
implementation organisation through the Architecture Contract?

A. Phases B-D
B. Phase E
C. Phase F
D. Phase G

Q16
Which one of the following statements about the Requirements Management phase is true?

A. The phase generates the requirements for a given ADM cycle using the Business Scenario
technique
B. The phase manages the flow of requirements, storing them and feeding them in and out of
the other ADM phases as required
C. All requirements fed into the phase are prioritised, and those of low priority will be deferred
until the next iteration of the ADM cycle
D. The phase operates like a waiting room, and all requirements fed in to the phase must be
resolved by the end of the current ADM cycle

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B
Q17
Which of the following best describes a view ?

A. The perspective of a group of stakeholders

B. A set of concerns
C. The representation of a system from a set of concerns
D. A reusable architectural model

Q18
During the implementation of an architecture, if the original Architecture Definition and requirements are
not suitable, which one of the following might be submitted to initiate additional architecture work?

A. Requirements Impact Analysis

B. Capability Assessment
C. Draft Data Description document
D. Change Request

Q19
Which one of the following does NOT describe a purpose of an Architecture Compliance review?

A. Ensures that best practice is applied

B. Identifies business transformation risks associated with the architecture project
C. identifies where architecture standards need modification
D. Identifies errors in an architecture project

Q20
Which deliverable is the container for the core architectural artifacts created during a project and for
important related information

A. Architecture Vision
B. Statement Of Architecture Work
C. Architecture Definition Document
D. Architecture Requirements Specification Document

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Day 2 Foundation Practice Question Answers

Question Answer
1 B
2 A
3 C
4 B
5 B
6 C
7 D
8 C
9 D
10 C
11 D
12 D
13 D
14 A
15 D
16 B
17 C
18 D
19 B
20 C

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