A retail case study was selected for the reason that most people understand a retail environment. Please read the materials thoroughly.
For more information about technologies in retail companies:
If you want more information about retail data models, please see the following
If you want more information about retail applications, please see the following
This is NOT a research paper. It is a case study. Please do not include a reference list, or any other elements of a formal paper. Consider
yourself an Enterprise Architect in a retail organization, creating the guidance and artifacts for an Enterprise Architecture program.
For Case Study assignments Part 1 and Part 2, you are describing the current state of the enterprise’s technologies. Your audience, in the
real world, will primarily be IT.
For Case Study Part 3, you are proposing the future state. Your audience, in the real world, will be the CIO and other corporate leaders.
Therefore, your deliverable must be of the quality and format that is consumable by these audiences. That is how you will be evaluated.
We are using BJs primarily for the article based on an interview with the CIO, so that you can ‘hear’ some of the challenges that they were
experiencing. You should also go to the BJs corporate site and any other publicly available information to learn more about the company and their
What you are creating is fictional…it is not expected to be based on reality. You do not need to know more about BJs than what you are given. You
do need to know about Enterprise Architecture, technology, and retail systems.
Please use the PowerPoint format.You can use Excel to create tables, Project for the roadmap, and Visio for diagrams… if you wish. If you do, please
embed a graphic of the output in your PPT. Add slides as necessary.
All instructions for the case study are contained in this document. The PPT template, business capability map and interviews are separate
The number of points to be earned is shown after each task. Note – these are very detailed instructions. If you do not follow the instructions, your
grade will be reduced.
You may get my feedback on each phase of the case study at any time up until two days before that phase of the case study is due. If you submit for
my feedback, please send to my class email. When it is submitted for grading, it goes into the Dropbox.
Case Study Part 1
Based on your readings of the interview with Polizzi and your online research, identify 3-5 goals and initiatives of BJs. These should be BUSINESS
focused, not technology focused. Business goals will not include system upgrades, new application solutions, etc. They are strictly based on business
goals that are defined to advance the business. (PPT slide 4) (5 points)
Review the Business Capability Map provided. (PPT slide 5)
Create Enterprise Architecture Principles
Based on what you have read about BJs and your understanding of retail environments, develop a set of Enterprise Architecture principles, including
all 4 domains. You may use NIH, MIT, or other principles as examples of principles. Definition of each principle must include a description,
rationale, and implication, in the format specified by TOGAF. Please do not just copy and paste a bunch of principles. Think about what John Polizzi
has said. What principles are most suitable to where BJs is – and what they envision for the future. The expectation is 3-6 principles per domain
area. “Control Technical Diversity” is a required principle for Technology Domain (30 points) (PPT slides 6-9)
Youwill now be describing the CURRENT state of the architecture for the enterprise. Remember this is current state so you will want to create an
environment that is not optimum, there may be redundant technologies, business capabilities that are not automated, data mastered in multiple
Application Domain Inventory
Describe the possible BUSINESS application environment that a retailer might have. You will define the key business applications needed by a retail
organization. The easiest way to do this is to do a web search on software that a retailer might purchase. 4-6 applications are expected. Keep in
mind that this is the current state and you should not be creating an optimum current state. Have applications from different vendors, perhaps some
are homegrown, and some business capabilities might still be done manually.
For each business application, at a minimum include the following:
• Generic business name
• Vendor name and product name – or homegrown
• Description of purpose of application
• What business capabilities on the business capability map are supported by this business application? There are 20 business capabilities on
the diagram. Please select one or more that are met by the application.
• Name of business owner. Please specify the name and title of the person in the business who funds/owns/sponsors this application for the
enterprise. This is not the CEO or CIO…it is an executive in a business group. Ex. John Smith, VP of Human Resources.
• Put a placeholder for the supporting technologies for the application. These will be added in part 2 of the case study.
Suggested business applications
• Enterprise Resource Planning (ERP)
• Warehouse Management System (WMS)
• Point-of-Sale System (POS)
• Human Resource Management System (HRMS)
(30 points) (PPT slide 11 – use one slide per application)
Business Capabilities Not MET
Identify business capabilities from the Business Capability Map that are not met by any applications that have been inventoried. (5 points) (PPT
Provide a detailed assessment of whether the applications that have been inventoried (or those lacking) meet the Application Principles specified
previously. Be specific to the application and the application principle(s) that are not met by the application. (30 points) (PPT slide 13)
Case Study Part 2
Describe the Data Domain
Describe the data environment for the retailer with an ERD and Data Dictionary. What are the master data objects? An example of a master data object
is a CUSTOMER. What are some of the key data attributes of each of these master data objects? An example of data attributes for a CUSTOMER is
CUSTOMER_NAME, CUSTOMER_NUMBER, and CUSTOMER_ADDRESS. Please limit to 4-6 master data objects necessary for the retail business, and 6-8 attributes
for each. (12.5 points) (PPT slides 15-16)
Suggested master data objects –
Align the data domains.
Produce a CRUD for the data objects based on the applications identified previously. What data objects are created/read/updated/deleted in each
application? (12.5points) (PPT slide 17)
Provide a detailed assessment of whether the data objects that have been inventoried (or those lacking) meet the Data Principles specified previously.
Be specific to the dataprinciple(s) that are not met. (25 points) (PPT slide 18)
Describe the Technology Domain
Describe the technical environment for the retailer. In order to run an application, you need a technology stack. This must include servers
(hardware), operating system (OS), and database management system (DBMS). Use your imagination here. Pick two or three of each of servers (with
manufacturers), specific OSs, specific DBMSs. For each application identified in part 1 of the case study, specify the technology that supports the
application. This needs to include the server hardware, the Operating System, and the Database Management System. Again, keep in mind that this is
the current state and you should not be creating an optimum current state. Have a variety of technologies. The technologies selected must be
realistic. In other words, MacOS does not run on an IBM mainframe. (25 points) (add the information to the application slides)
Provide a detailed assessment of whether the technologies that have been inventoried (or those lacking) meet the Technology Principles specified
previously. Be specific to the technology(ies) and the technology principle(s) that are not met. (25 points) (PPT slide 19)
When you finish, you will have a picture of the ‘current state’ that aligns the business capabilities, the supporting data objects, the business
applications, and the technologies.
Case Study Part 3
NOW, you will propose a FUTURE state architecture for BJS, and how to achieve it.
Future State description
Describe a ‘future state’ that improves upon the architecture. You are not proposing what John Polizzi spoke about. You may consider this as input.
However, YOU are the Enterprise Architect. Look at your current state architecture. Consider what can be done to help the enterprise achieve the
business vision. Consider what needed business capabilities are not being provided today. Consider what principles are not being met. Based on all
of that, create a future state describing specific components in the applications, data, and technology domains. And, as you do this, remember the
principles and be sure that your future state is consistent with the principles. Describe this future state fully in words. (40points) (PPT slides
Future State – Justification
Fully support every decision made in the creation of the future state architecture with the previously defined Enterprise Architecture principles.
Why did you make the decision(s) you did? What principles guided you in your decision? This is key to this segment of the case study. Please give a
clear justification of your decisions tied back to principles, business vision, and business capabilities. As you write your justification, please
ensure that the impetus for your decision are clearly presented.(40 points) (PPT slide 24)
Future State – Roadmap/sequencing plan
Develop a high-levelRoadmap/sequencing plan that specifies transition from the current state to the future state architecture. Your roadmap should be
in the format of a project plan. It should list high-level activities or projects, with some dependencies. Not everything can start on day 1. If
you don’t have MS Project, create a project plan using excel. You can put the start and end date of a task, and color in the cells to show the
project plan. Remember that Enterprise Architecture is strategic and the proposed future state is a 3-5 year vision. (20 points) (PPT slide 25)
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