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Zachman Matrix in ERP: structure and examples

The Zachman model structures ERP IT architecture through a 6x6 matrix. An example for sales automation with a table of artifacts is provided. Areas of application: planning, audit, system development.

Zachman Matrix: key to ERP architecture
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The Zachman Framework for ERP System Architecture: Structure and Application

The Zachman Framework provides a systematic analysis of enterprise architecture through a 6x6 matrix. Rows correspond to perspectives: from scope (planner) to the functioning enterprise. Columns address questions: what (data), how (functions), where (network), who (people), when (time), and why (motivation).

This ontology allows for describing complex systems without contradictions. For ERP projects, it ensures all aspects are considered: from business context to physical implementation. Each cell is populated with artifacts relevant to the role and question.

Rows are detailed as follows:

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  • Scope: System boundaries and context.
  • Business model: Processes and entities.
  • System model: Logical data and flow structures.
  • Technology model: Specific technologies.
  • Implementation details: Specifications.
  • Functioning enterprise: Final metrics.

Practical Example of Filling the Matrix

Consider automating a sales process with data integration from departments. The matrix reveals gaps early on.

Filling by rows:

  • Context: Data—customer, product, transaction; functions—sales management; network—Russia, CIS; people—management, sales department; time—6 months; motivation—increase sales by 20%.
  • Business model: Entities—customers in central region, FMCG products; processes—lead, qualification, negotiation; locations—5 offices; roles—managers; reports—weekly; goal—reduce cycle by 30%.
  • System model: ER diagrams for customers, products, transactions; CRM modules; infrastructure—web server, database; user roles; auto-save every 15 min; priorities—scalability.
  • Physical model: PostgreSQL; Django REST Framework, React.js; 3 servers; user accounts; backup at 03:00; budget—65 million rubles.
  • Details: Data classes; KPI algorithms; IP, ports, firewall; SOD rights; notifications; focus—development speed.
  • Result: 500 customers, 1500 transactions; functioning CRM; data centers; 100 managers; 24/7; growth strategy.

| Area | What (data) | How (functions) | Where (network) | Who (people) | When (time) | Why (motivation) |

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|------|-------------|-----------------|-----------------|--------------|-------------|------------------|

| Scope | Customer, product, transaction | Sales management | Russia, CIS | Management, sales department | 6 months | Increase sales growth by 20% |

| Business model | Customers in central Russia, FMCG products | Lead, qualification, negotiation | Offices in 5 locations | Sales manager | Weekly reports | Reduce sales cycle by 30% |

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| System model | ER diagrams for customers, products, transactions | Customer and transaction management modules | Web server, database server | User roles | Auto-save every 15 minutes | Scalability, reliability |

| Technology model | PostgreSQL | Django REST Framework, React.js | 3 servers | User accounts | Daily backup at 03:00 | Budget constraints of 65 million rubles |

| Implementation details | Data classes for customers | KPI calculation algorithms | IP addresses, ports, Firewall | SOD rights | Auto-notification | Development speed |

| Functioning enterprise | 500 customer records, 1500 transactions | Functioning CRM | Servers and data centers | 100 managers | 24/7 | Sales growth strategy of 20% |

This matrix minimizes risks by identifying empty cells, such as missing data synchronization requirements.

Integration into ERP Project Lifecycle

In ERP implementations, the framework is applied at stages:

  • Planning: Creating schedules and resource plans considering all 36 artifacts.
  • Audit: Checking completeness of implementation and operation.
  • Architecture committee: Ensuring consistency of changes.

For ERP support and development, it structures migrations, integrations, and upgrades. Business owners fill the top rows, architects the middle, and DevOps the bottom.

Advantages in ERP:

  • Comprehensive coverage: data, processes, infrastructure.
  • Role-based detail: from strategy to operations.
  • Risk identification: gaps in motivation or timing.
  • Scalability: applicable to any system.

Key Points

  • The 6x6 matrix covers all architecture perspectives without prescriptive methodology.
  • Filling from bottom to top details from context to implementation.
  • In ERP, it reveals implementation risks, such as unsynchronized data.
  • Ensures transparency for middle/senior teams.
  • Integrates with TOGAF, FEAF for a comprehensive approach.

— Editorial Team

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