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TxM 001 Taxonomy Handbook -- Introduction
Created by James on 6/26/2013 12:51:41 PM

The James A Robertson and Associates

Taxonomy Handbook

How to unlock exceptional value

From your ERP, IBIS, Data Warehouse or Business Intelligence


Supporting exceptional decisions that enable your organization to THRIVE

A new, different and FAR BETTER approach to information system configuration


Dr James A Robertson PrEng

 The ERP Doctor

This article contains the introduction to the Taxonomy Handbook, whilst the rest of the Handbook is reflected in the articles following, flowing from TxM002 to TxM070, and in the same numbering as the Table of Contents given below:

Table of contents

Introduction and copyright                                                                                              

A word of caution                                                                                                                

Definition of precision content engineering                                                                          

Table of contents                                                                                                                 

Section 1: Problem statement, why read this, history                                        

1.1   Why you should read this                                                                                                                                        

1.2   Typical needs                                                                                                                                                                

1.3   Problem description                                                                                                                                                  

1.4   What is a Strategic Engineered Precision Taxonomy (SEPT) to JAR&A Standards?                         

1.5   History of the JAR&A Strategic Engineered Precision Taxonomy (SEPT) approach?                        

1.6   What is NOT a Strategic Engineered Precision Taxonomy?                                                                        

1.7   Taxonomy principles                                                                                                                                                 

1.8   The desired end-state                                                                                                                                              

1.9   Why Taxonomy coding is important                                                                                                                    

1.10            Differentiators                                                                                                                                                     

1.11            What is different about the JAR&A ERP Implementation approach                                              

1.12            Why use the JAR&A approach?                                                                                                                    

1.13            Key Benefits of the JAR&A SEPT approach to system and data warehouse configuration                   

1.14            The REAL cost of SEPT Versus the REAL cost of conventional solutions And the REAL value of SEPT                                                                                                                                                                       

Section 2: Definitions and examples                                                                         

2.1 What is the JAR&A Strategic Engineered Precision Taxonomy (SEPT) approach?                             

2.2 Definitions of Strategy                                                                                                                                               

2.3 What is a strategic taxonomy?                                                                                                                               

2.4 What is an engineered taxonomy?                                                                                                                      

2.5 What is a precision taxonomy?                                                                                                                              

2.6 The case for Strategic Customization                                                                                                                                   

2.7 Defining the taxonomy approach                                                                                                                         

2.8 Comparison between a full-house ERP SEPT re-implementation and a Data Warehouse SEPT implementation                                   

2.9 SEPT Examples    


Section 3: Why JAR&A, Who is James Robertson, required Knowledge and Experience                                                                                                                                    

3.1 Why not do it yourself without JAR&A?                                                                                                             

3.2 Introducing Dr James Robertson, PrEng -- The ERP Doctor                                                                         

3.3 James Robertson's knowledge and experience as applied to taxonomy development                              

3.4 Knowledge and experience required for a senior SEPT taxonomist                                                   

3.5 The Factors Causing Integrated Business Information System (IBIS) Investment Failure           

3.6 The Critical Factors For Integrated Business Information System (IBIS) Investment Success    

3.7 There ARE visible differences in quality of taxonomies  


Section 4: Important principles                                                                                             

4.1 How to give executives REAL information                                                                                                      

4.2 The Power of an Executive with a Blank Sheet of Paper                                                                          

4.3 Why ERP can make the blood boil                                                                                                                      

4.4 The CEO MUST be the custodian of ERP                                                                                                          

4.5 Understanding strategy and how ERP fits in                                                                                                  

4.6 Risks and common mistakes when developing taxonomies and configuring systems                 

4.7 Risks and common mistakes when developing Group-Wide Charts of Accounts                           

4.8 What is an IT Pulse Measurement?                                                                                                                   

4.9 Defining an ERP Implementation Engineering Laboratory 


Section 5: The cubic business model and group chart of accounts                

5.1 The JAR&A SEPT Cubic Business Model and Group-Wide Chart of Accounts                                   

5.2 Benefits of developing group wide Precision strategic master taxonomies and data attributes to JAR&A standards                               

5.3 Key Components of JAR&A SEPT Cubic Business Model and Group-Wide Chart of Accounts      

5.4 Suggested basis of attribution of overheads and production costs in a cubic business model environment                                                                                                                                                                      

Section 6: Why taxonomy software?                                                                       

6.1 Why Taxonomy and Configuration Management software is necessary                                           

6.2 What is the JAR&A taxonomy software?                                                                                                        

6.3 Why use the JAR&A taxonomy software?                                                                                                     

6.4 Further information on the use of software to develop and manage Taxonomies and Precision Configuration                                        

6.5 Benefits of taxonomy software                                                                                                                          

Section 7: How to do it                                                                                                 

7.1 The challenge                                                                                                                                                             

7.2 The opportunity                                                                                                                                                        

7.3 The essence of the solution                                                                                                                                 

7.4 Complexity                                                                                                                                                                  

7.5 Preparatory steps for a SEPT project                                                                                                                                

7.6 Strategic Engineered Precision Taxonomies and Configuration Getting from where you are to where you want to be                            

7.7 Design and development stages                                                                                                                        

7.8 Categories of lists                                                                                                                                                     

7.9 Important questions about any data                                                                                                                                

7.10 Steps in developing a hierarchy                                                                                                                        

7.11 Steps in coding a hierarchy                                                                                                                                 

7.12 Coding steps                                                                                                                                                             

7.13 Critical implementation considerations                                                                                                         

7.14 Conventions and standards       


Section 8: Case studies and white papers                                                              

8.1 V3 ERP Implementation case study

 -- headlines                                                                                                                                                       

 -- paper                                                                                                                                                               

8.2 CRM Risk Control case study

-- headlines                                                                                                                                                        

-- paper                                                                                                                                                                                

8.3 Rennies Group General Ledger case study

-- headlines                                                                                                                                                        

-- paper                                                                                                                                                                                

8.4 African Sales Company case study

-- headlines                                                                                                                                                        

-- paper          


Section 9: Other references                                                                                       

9.1 Why your IT project may be riskier than you think Harvard Business Review

-- headlines                                                                                                                                                        

-- paper                                                                                                                                                                                

9.2 19 out of 20 ERP implementations do NOT deliver what was promised -- Financial Mail

-- headlines                                                                                                                                                        

-- paper                                                                                                                                                                                

9.3 Most organizations are NOT making better decisions than they did five years ago – Gartner

-- headlines                                                                                                                                                        

-- paper     


Section 10: Conclusion


Introduction and copyright

The JAR&A Taxonomy Handbook is a compilation of short articles which provide an introduction to the Strategic Engineered Precision Taxonomy (SEPT) approach to Enterprise Resource Planning (ERP), Data Warehouse (DW) and Business Intelligence (BI) solutions for business.  These technologies collectively form something that I term the Integrated Business Information System or IBIS).

We sincerely believe that this approach is the missing link and next frontier in business information systems.

This document is very much a work in progress and DRAFT

It is a combination of marketing and technical articles, some recent, some of some vintage that have been put together to provide a more comprehensive view of the picture that I see

Thus sections are not necessarily in the best sequence, some items may be redundant, wording may not be clear or may not be as diplomatic as it should be

You have received a copy because I felt it would be relevant to you at this time but I ask that you will take account of the above points and feel free to let me have feedback both negative and positive.

James Robertson

09 November 2011

Tel: 0027-(0)11-251-6644

Email: James@JamesARobertson.com


This manual is the intellectual property of James A Robertson and Associates and may not be reproduced or distributed without the express permission of Dr James Robertson

A word of caution

The techniques presented in this manual have been developed over decades.

It is only recently that I have come to fully understand just how different this approach is to the traditional methods.

During the last two decades I have consistently seen that people readily grasp the concepts but fail to get the detail right.

It is vital to recognize that exceptionally well designed taxonomies and configuration will serve the organization well for decades if well maintained and the commercial strategic value of these hierarchies to the organization will be huge.

In terms of overall life time cost of ownership it costs MUCH more to develop and operate sub-standard taxonomies and configuration and, unless you really understand the fine details of what is contained in this manual you will never know that what you have is sub-standard.

I strongly recommend that you engage with me, at the very least in terms of the high level solution architecture, training and periodic review in order to obtain the true value of this approach in your organization.

I look forward to working with you.

James Robertson

Definition of precision content engineering

The definition of information content in a way that is structurally (taxonomically) fundamentally meaningful to human beings who understand the business and the translation of this content into structured codes which faithfully and accurately reflect human understanding of the REAL WORLD in a way that the computer can manipulate with minimal human intervention so that the computer system appears to be intelligent.

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Overview of the main points of the series of articles on strategic essence, strategic essence being "the essence of the organization and how it thrives" and focused on the "right things" for the organization to do and then on doing those things "right" in accordance of the definition given by Professor Malcolm MacDonald

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Table of Contents


About Dr James A Robertson PrEng -- The Business Systems Doctor -- and Other Topics

Catalogue of Major Business Information System Failures

About the Engineering Approach

James Robertson's Value Add

Attributes of a HIGH VALUE solution

Recognizing Business System Failure

The Critical Human Foundation

Old Software IS Viable

From South Africa

Competencies of Dr James A Robertson PrEng

About Professor Malcolm McDonald

Table of Contents

About my relationship with the Almighty Creator, Yah the Eternally Self-Existing

Comments relating to the Business Systems Industry and other topics

Testimonials and other positive material regarding James Robertson

Reference Articles

List of Articles

Article Catalogue

Achieving High Value Business Information System outcomes

Executive Custody -- What is it and HOW do you get it?

The REAL Issues in Integrated Business Information System Success

Part 1: Introduction

Part 2 -- Mythology and Lack of Executive Custody

Part 3 – Strategic Alignment and Precision Configuration

Why your ERP is NOT delivering and HOW to FIX it

IT Project Management

Pulse Measurement

CEO Anthony Lee Comments on his experience of the Pulse Measurement

No Charge Guarantee on the Pulse Measurement Service

Examples of Pulse Measurement Outcomes

Critical questions regarding the Pulse Measurement™

The Pulse Measurement Workflow

The Critical Factors for Business System (ERP+) Investment Success in the Pulse Measurement

Indicative Pulse Measurement Durations

What is a JAR&A Pulse Measurement?

Survival of the fittest – why it makes sense to measure the pulse of your business

Examples of Pulse Measurement Outcomes over 24 years

Sample Pulse Measurement Reports


Strategic Essence: The Missing Link in Business Information Systems

Strategic Essence: Overview

Strategic Essence: Part 1 -- Strategy Defined

Strategic Essence: Part 2 -- Differentiation

Strategic Essence: Part 3 -- The Essence IS Different

Strategic Essence: Part 4 -- The Essence should be the Point of Departure

Strategic Essence: Part 5 -- Discovering Strategic Essence

Strategy -- the Essence of the Business: What is it and how do you develop actionable strategic plans?

Simple Steps to Increase the Strategic Value of your ERP Investment

Free Strategic Snapshot Toolset and Manual

A strategy focused planning system beyond traditional budgeting

Tough IT and ERP Procurement and Contracting that Works

Robust Business Systems Procurement

Part 1 -- Introduction

Part 2 -- Bill of Services, Laboratory, Go-live Certificate, etc

Part 3 -- Executive Engagement, Bid Compliance, Adjudication and other matters

Procurement Documents

Guidance and Advisory Services

The Art of Project Leadership

Why Regular Communication with the CEO is Vital

The Business Simulation Laboratory

Precision Configuration and Strategic Business Information Architecture

Precision Configuration based on Strategic Engineered Precision Taxonomies

The JAR&A Cubic Business Model

Highly Structured Strategic Chart of Accounts -- a Vital Element of your Corporate Information Arsenal

The Product Catalogue -- an Essential Element of any Precision Configuration

Attributes -- answers to the questions you have NOT yet thought to ask

Case Studies of Notably Successful Projects with high value Precision Configuration

092 Doing things differently and better -- ASCO Case Study 2-- BPM Summit 2013

088 Strategic ERP Invesment -- ASCO Case Study -- Service Management Conference and Exhibition Africa

026 Information Architecture and Design of FIS for Rennies Group -- Financial Information Systems Conf

018 CRM Risk Control: Designing and Implementing an Integrated Risk Mgmt Sys -- Integrated Risk Mgmt Conf

011 V3 Consulting Eng: Benefits of MIS to Professional Practice -- SAICE 15th Ann Conf on Computers in Civil Eng

Strategically Enriching your Business Information Systems

Part 1 -- Introduction

Part 2 -- Principles of Data Engineering

Part 3 -- Steps in applying these recommendations

Simple Steps to increase the strategic information value yield from your Business Systems Investment

The Full JAR&A Taxonomy Manual

Part 1: Introduction, Problem Statement, Definitions and Examples

Part 2: Why Use JAR&A, Required Knowledge and Experience, Cubic Business Model and Chart of Accounts and Taxonomy Software

Part 3: How to do it, Case Studies and White Papers and other References

Example General Ledger Manual

Business Process -- Irrelevant, Distracting and Dangerous

The RIGHT Approach

Custom Strategic Software Design and Oversight of Construction

Standards for Custom Software Specification

What IS Software?

IT Effectiveness

Organizing Outlook

Critical Factors for I.T. Success

A Moral and Ethical Dilemma -- Systems that Fail

Case Studies examining Business Information System failures

The BBC Digital Media Initiative Debacle

The Bridgestone -- IBM Conflict

Speaking and Training

Showcase of Conference Presentations

Most Viewed Presentations

Briefings and Seminars

Why your ERP/BIS is NOT delivering and HOW to FIX it

ERP and IT Procurement that Delivers Results

The Critical Factors for IT and ERP Investment Success

Other Seminars

Conferences and Public Presentations

Conferences 80 to 99 -- 2009 to Present

Conferences 60 to 79 -- 2005 to 2009

Conferences 40 to 59 -- 1996 to 2005

Conferences 20 to 39 -- 1994 to 1996

Conferences 01 to 19 -- 1989 to 1994

On-Line Seminars (Webinars)

Webinar on Preparing and Presenting Webinars

Contacting James A Robertson and Associates Limited