Professional Documents
Culture Documents
Product Modelling: at The of IT Transformation
Product Modelling: at The of IT Transformation
product at the
modelling core
of IT transformation
Sponsored by:
contents
3 Executive summary
4 CHAPTER 1 The reuse EUREKA moment
5 CHAPTER 2 BT’s use of TM Forum assets
7 CHAPTER 3 BT’s product modelling scheme
11 CHAPTER 4 Impact on BT’s architecture
13 CHAPTER 5 Progress and results so far
14 CHAPTER 6 Benefits to BT
16 CHAPTER 7 Next steps
2
executive summary
Who? BT Group
What? As part of the SIMPLIFY program, the aim was to transform product modelling,
simplify the product portfolio, automate customer interactions, modernize IT systems, and move
customers from legacy products and services to many new ones, including those that leverage
BT’s new network combined with capabilities provided by ecosystem partners.
How? Using TM Forum assets to create a Product Modelling Scheme, including use of common
language across extensive teams, the Information Framework (SID), Open APIs to reduce the
integration effort and the Open Digital Architecture (ODA).
Results? Faster response to customers’ bid requests, reuse of building blocks to enable
rapid creation services and solutions instead of constant reinvention of the wheel,
improved customer experience and lower CapEx and OpEx.
After Philip Jansen took up the role of BT Group’s CEO in February 2019 one of his first objectives was
to radically simplify the business. A program was set up, called SIMPLIFY, which BT describes as one
of the largest and most ambitious business and IT transformations ever undertaken.
The desired outcome is for BT to become a more streamlined and efficient business, running Lean
and Agile business processes, and enabled by new digital capabilities, tools and techniques. SIMPLIFY
touches many parts of the business, including all the customer-facing units and many technology units.
The overarching objectives of BT’s IT transformation are increased agility, reduced time to market
for products and services, improved customer satisfaction and new-world experiences – and all at
less cost. This white paper focuses on the transformation of BT’s IT systems, and specifically a new
Product Modelling Scheme.
The infographic below is a summary of the pain points BT’s enterprise architecture team was striving
to overcome and the business outcomes it wants to achieve.
This paper explores how the new approach to product modelling has the potential to be
a major contributor towards those IT goals, helping to:
simplify the product portfolio migrate users from legacy products
automate customer interactions and services to new innovative digitally
enabled ones.
modernize IT systems
3
CHAPTER 1
After a series of discovery sessions around what the IT transformation should do and how, the
IT team leading the SIMPLIFY initiative had a Eureka moment. It grasped the potential of reusing
elements in product modelling as different customer-facing units (CFUs) were selling essentially the
same types of products to different sets of customers.
For example, the enterprise architecture team realized that the equipment product model it had
built for BT Global’s customer premises equipment (CPE) offer could also be used by BT’s Enterprise
division using the same building blocks, which it calls Leaf Product Specifications. It would just need
changes at the product offering level to accommodate different pricing and bundling.
Likewise BT realized it could re-use the same model and building blocks for unified communications
across different business units, with some granular modifications enabled by the Leaf Product
Specifications (see below).
BT recognized that for the re-use approach to succeed, it had to be very strict about what it classed
as a leaf product specification. A Leaf Product Specification was defined as any component that
has an impact on cost or price, or that can be selected by a customer. This introduced far greater
granularity than had ever been possible before.
The ownership and lifecycle of the Leaf Product Specifications needed to be carefully thought out
and managed. This avoids problems such as those created by bundling site connectivity and WAN
into a single product, then changes are needed to the WAN but not the connectivity.
Another example is that in the past, BT offered firewalls with a managed service wrapper around
them, which meant that product had to be dismantled and reassembled for customers who wanted
to manage the firewall themselves. The process is unwieldy, slow and time consuming.
4
CHAPTER 2
BT’s IT transformation team was clear from the start that its strategic IT architecture should be
underpinned by TM Forum specifications, running on systems architected to leverage the Forum’s
information models. This would enable the exchange of information between systems through the
Forum’s Open APIs, and use concepts encapsulated in the Forum’s Open Digital Architecture (ODA).
BT is a founding member of TM Forum and has contributed many assets and ideas for other
members to share and evolve over many years. It used certain Forum standards and best practices to
guide the design and implementation of its Product Modelling Scheme to gain particular benefits:
Common language which is key because BT has thousands of people working on SIMPLIFY
– from architects, to designers, developers, business executives, process specialists and more
– so a common language spanning the whole program is important to ensure everyone has
the same understanding. A good example is that the word ‘service’ means different things in
different parts of the organization and in different contexts.
BT was keen to avoid wasting time and duplicating effort through a lack of clarity, and relied on
the Forum’s product/services/resources model, which is part of the Open Digital Architecture
(ODA) – see diagram of the catalog model below. However, the common language is used right
across all the TM Forum’s assets that BT employed for its Product Modelling Scheme.
The Information Framework (also known as SID) accelerated progress on the design and
development of the architectures compared with starting from scratch, so the team could
download a ready-to-use, proven billing account structure, say, as a starting point.
BT had previously used the Information Framework for scheme modelling. One of the biggest
differences this time was that the team recognized that a big benefit of the way the framework
is organized allows reuse of the different layers within the product model. This means products
can be launched and changed more quickly.
Specification
Order
Capture Rating
* Commerce
Management TTM is highly
Markets
*
Functional Catalogue
Order Mgt *
Distributed on
(ROM) *
Resource Describes only technical
Technical solutions can
evolve without impact
Specification characteristics
on commercial level
No mapping or translation for delivery or billing, or channel related : better user experience © 2021 TM Forum
5
BT also learned that it needs to be precise about how it constructs models and how they will sit
in its architecture: The framework model can be used, to some degree, to define the scope of
components within the architecture.
Organizing the product model this way – into procure, manufacture and manage – has drawn
much clearer boundaries between the product and service components.
BT found it needed to make little change to the Information Framework, which covered its
needs with perhaps the exception of assurance. The most important thing was recognizing that
BT had to create its own profile, setting the scope of which parts of the framework it would use
and how – see below.
Open API integration is easier, cheaper, faster and far more consistent using standards-based,
open APIs. The Forum’s APIs are not 100% plug and play because they are deliberately flexible
to allow interpretation to meet the different needs of a variety of CSPs. However, they made a
significant difference to the design and development approach, including how BT worked with
its vendors.
Historically BT has issued paper-based requests for proposals (RFPs) and invitations to tender
(ITTs), but for SIMFLIFY it invited vendors to integrate their products and solutions with those
of other vendors. This revealed that some apparently strong contenders didn’t work out so well
in practice, so sometimes a vendor that BT started working with on an aspect of SIMPLIFY was
swapped out two or three weeks later.
As the original, second or third choice vendor was exposing the same APIs as the initial choice,
BT was able to reuse much of the work it had done in the first two or three weeks.
The Open Digital Architecture is an evolving blueprint for modular, cloud-based, open
digital platforms that can be orchestrated using AI. The ultimate intention is to enable CSPs
and suppliers to invest in IT for new and differentiated services instead of maintenance and
integration. BT gained experience of using and developing the ODA through co-championing
2020 proof of concept Catalyst, The Aviator: Enabling multi-vertical innovation through 5G
slicing.
The enterprise architecture team also realized very quickly that designers and developers were
interpreting the TM Forum assets in different ways: The assets are deliberately flexible so that they
can be used to address issues in many different conditions and for various goals.
From this experience BT learned that it is critical for any organization that embarks on a radical
transformation program using TM Forum’s assets to develop a product modelling guide and a
solution guide for its technical teams. Simply introducing them to the Forum’s website and assets is
not enough.
Developing greater business understanding and figuring out how best to use the Forum’s assets was
an iterative process. The Product Modelling Scheme was developed over several weeks. As BT is such
a huge organization, the team also had to take a number of people with it on the journey, convincing
stakeholders and representatives from various teams – such as designers and developers – to adopt
this scheme. This was not quick nor easy, and proved a steep learning curve.
6
CHAPTER 3
BT’s product
modelling scheme
In the summer of 2019, the enterprise architecture team began to create the Product Modelling
Scheme.
✔ Configurations
0... ✔ Costing
✔ Rules, SLAs
Leaf Product
Specification (L-PS)
Service Components
or or
0...1 0...1 0...1
SKU
Supplier Supplier
Components
Supplier Product/Service Digital Customer Managed Service Customer
Specific
Framework Catalogue (SPS) Facing Service (CFS) Facing Service (MS-CFS)
Agreement
This mapping is central to unlocking the value of the Product Modelling Scheme for the various
customer-facing units. For instance, the fulfillment of Leaf Product Specifications that are mapped to
supplier product/service (SPS) does not involve the BT production layer – there is a clear separation
between the Open Digital Architecture’s core commerce function and the production layer. Hence BT
can incorporate commercially available components where there is no advantage in manufacturing
such a service itself.
7
For other parts of its solution portfolio or in other customer-facing units, BT prides itself on its deep
manufacturing experience and expertise, such as for the network and traditional telco services, hence
the Leaf Product Specifications are mapped to produce for these kinds of offers.
A good example of this is Zoom, which BT Global could simply resell Zoom Meetings (Procure)
bundled with BT SIP Trunk Plan (Produce) and a managed service wrap (Manage) to bring extra
value to business customers. This was a first for BT Global – offering its customers popular third-party
software-as-a-service (SaaS) products bundled with its own digital and managed service offerings.
The example below applies the BT Product Modelling Scheme to show which Leaf Product
Specifications were needed to define the Zoom product offering.
Conferencing & Order/subscribe Add-ons (Webinar, Large Meeting, Rooms) License/s on Zoom
Collaboration
POST https://api.zoom.us/v2/accounts/%7Baccountid%7D/plans/addons
Application
Grouping
Media Recording Order/subscribe Add-ons (Recording) License/s on Zoom
Service POST https://api.zoom.us/v2/accounts/%7Baccountid%7D/plans/addons
Connector & Order/subscribe Add-ons (Recordingoom Connector, Meetings Connector) License/s on Zoom
Interface Service POST https://api.zoom.us/v2/accounts/%7Baccountid%7D/plans/addons
Audio Conference Order/subscribe Zoom Audio Plan (Plan Type, Tollfree Countries, Premium Countries, Callout Countries) on Zoom
Order/subscribe BT Audio Plan (Plan Type, Tollfree Countries, Premium Countries, Callout Countries) on Zoom
Audio Conference
POST https://api.zoom.us/v2/accounts/%7Baccountid%7D/plans
Note that before the Product Modelling Scheme, managed services were not recognized in BT legacy
systems as separate components, but they have now been pulled out of and detached from what
BT calls its digital or manufactured resources as highlighted in the managed firewall example in a
previous section.
8
The fourth step
The final step in setting up the Product Modelling Scheme was to create a catalog of these Leaf
Product Specifications. BT refers to this catalog or library as its own version of the periodic table. The
team defined the main categories for this catalog as:
Once a service has had a leaf assigned, it can be combined with others, enabling certain customer-
facing units to build products and structure complex solutions that match more exactly what
customers want, rather than BT offering its closest fit. Importantly, this approach also drives
consistency in the way services and products are created.
The product model incorporates information about the workflows behind the Leaf Product
Specification, but the specification itself remains agnostic of any product it is included to avoid
becoming product specific. This is a key aspect of the separated layers within TM Forum’s offer/
product/service/resource model – see Open Digital Architecture in the section on BT’s use of TM
Forum assets.
Instead, they must be entirely API and purpose-driven, unaware of their surroundings. They receive
the information they need to function from the product context. The BT enterprise architecture team
feels it has developed a much clearer understanding of these principles and how to deploy them than
at any previous time.
Another key consideration concerning the Product Modelling Scheme is that its periodic table
or library should contain a finite number of reusable services. BT reckons there are about 200
reusable services that are necessary to a communications service provider (CSP) and determined
to draw up and define a finite list instead of adding more services, especially when introducing a
third-party component.
9
implications for BT IT architecture - the reusable Leaf-PS library
Finite, complete, supplier independent
For example, no matter how many brands of virtual meeting applications BT offers in future, they
should be encapsulated in a single virtual meeting definition, regardless of the vendor. TM Forum has
recognized that its Open APIs need to encapsulate polymorphic pattern matching and abstraction of
services to provide vendor-agnostic definitions of services, and work began on this aspect in 2019, as
part of the APIs team’s work on a NaaS [network as a service] Component suite.
In other words, the services are independent of their original supplier. This can be achieved by
translation in the integration layer to each supplier’s APIs, which can be complex as orchestration might
be involved too.
BT also realized that the Leaf Product Specifications had to have clear ownership and its lifecycle
carefuly managed. Some members of BT’s product management teams became service managers,
tasked with ensuring services were reusable in many different products.
Particular Leaf Product Specifications can be assigned to particular parts of the organization, so
the performance of the team responsible for broadband, for example, can be measured regarding
reuse level, looking at the costs and other key performance indicators (KPIs). This brings clear
accountability and transparency which were not possible previously when so many elements were
inextricably bound together.
Achieving the right level of granularity is key to being able to construct multiple products together
very quickly.
10
CHAPTER 4
The enterprise architecture team in BT has created the target systems architecture and populated
it with potential vendors’ products. The schematic below shows how the new approach to product
modelling drives the functionality aspects of various components in BT’s architecture, including:
Configure, price, quote (CPQ); customer order management (COM); service oriented management
(SOM); IT service management (ITSM); IT operations management (ITOM); and billing.
marketing
manager
marketing CRM data services
technical
integration product
manager
digital
service
digital
service
service desk
TMF via Apigee+ number network catalogue inventory managed service catalogue
Kafka+BT svcs management verification inventory orchestration
digital digital
service service
service assurance fed with real-time events
TMF via BT svcs design orchestration from master data sources
via Kafka bus
IP address resource resource
management discovery orchestration
vendor via Apigee security health and master data
+Kafka+BT svcs monitoring performance management
monitoring
field force
vendor plugin
management
API layer to network and service partners/suppliers
GUI/web
direct control of devices BT networks and services other suppliers’ networks and
core network services (including legacy NetCo)
service team
To manage the product definition within BT’s IT architecture (see diagram below), the configure
price quote (CPQ) is provided by Vlocity (a Salesforce company). The digital manufacturing engine
is provided by Blue Planet (a division of Ciena) which is responsible for setting up circuits and
controlling electronics, among other things. Then the service-wrap that BT provides around some
products it sells is handled by ServiceNow.
11
Implications for BT IT architecture - product definition management
Supplier (TMF 633) Digital Customer Facing (TMF 633) Managed Service
Product/Service Service Specifications Customer Facing
Specifications Service Specifications
Getting the data model and structure right is essential to automation and the customer-facing
service solutions will encapsulate workflows to manage them in different scenarios, such as provision,
modification and assurance.
This exercise also had the benefit of bringing greater clarity about the capabilities within the
organization, and what can be offered to internal as well as external customers to gain greater
organizational synergy and efficiency.
BT notes that some suppliers it wanted to use do not support the Forum’s Open APIs, but where the
operator still wanted to use the company’s capabilities, it could wrap them in its own translation of
the Forum’s APIs. This meant the overall exchange model between all the components conforms with
TM Forum’s suite of APIs to enable a consistent data model.
The diagram below illustrates the implication of Product Modelling Scheme on ordering and inventory
as well as the TM Forum’s APIs deployed within its IT architecture to facilitate these functions.
Discovery Discovery
The first squads were invited December 2019 to start co-located development work, face-to-face
on this architecture. BT gained a good grounding in this approach from another proof of concept
Catalyst project it co-championed in 2020, The EDGE in automation.
12
CHAPTER 5
So far BT has applied its Product Modelling Scheme to new rather than established projects. The
team began with Leaf Product Specifications for equipment-type services, host overlay network
connectivity services, overlay network connectivity, cloud and hosting services for BT Global as the
lead customer-facing unit (CFU) .
They now include technical services (which BT refers to as digital services), managed services,
advisory and consultancy services, business and product analysis, project management, data
management and more.
In May 2020, BT Consumer and BT Enterprise customer-facing units started work on volume
products like broadband and mobile. As discussed, BT Global, for instance, chose a concept it called
DigiCo to incorporate commercial OTT components into its services (see Zoom Meetings), while other
units were concerned with developing more solutions offered from BTs core infrastructure.
For many BT employees, this Agile way of working was new, featuring two-week sprints, again
this was a steep learning curve in itself. The enterprise architects oversee the entire scheme and
are heavily involved in the projects, but they have produced guardrails so that other teams are
empowered to progress their projects without constant reference to the enterprise architects. The
importance of staying within the guardrails cannot be overstated, however, as deviation dilutes the
potential of reuse.
The enterprise architecture team is still having to work hard to sell the scheme internally and
encourage adoption. To help the scheme gain that traction, the team is training various parts of BT on
product modelling using the scheme, implementing different types of products and using feedback to
refine the scheme.
13
CHAPTER 6
benefits to BT
Already the Product Modelling Scheme is delivering some of the required outcomes, and the
enterprise architecture team is confident it will deliver more. The team is training people in various
parts of the company to use the scheme and receiving valuable feedback from the teams that are
implementing it, so the scheme can be constantly refined and improved.
This is because they realised the benefits of having a structured and modular approach, and the power
that comes with it. Also, the tooling of modern architectures is far more amenable to the lay person
and so it is easier for them to participate. It is noticeable that they have even adopted the language,
talking for instance about how many customer-facing solutions and services (CFSs) are in a release.
More automation
Also customers’ solutions will be far more automated, avoiding re-keying and other manual activities
to get them up and running and support them. So putting together a customized solution reusing
standard building blocks and processes is the key.
14
Easy to use
BT has found it is essential to create an easily digestible guide for solution design because using TM
Forum’s assets is not as simple as just pointing designers to the Forum’s website and assets, which
are vast and encapsulate many choices so that they are relevant to many different kinds of businesses
whose problems vary. So an organization must create a profile for its own use, which states clearly
exactly how it will use the TM Forum assets, including restrictions.
Standard approach
Creating a standard way of modelling products, services and resources is critical if you want to be
Agile and reuse all those things to speed up operations and getting new services to customers, at
less cost. The creation of the Leaf Product Specifications simplifies the role of each layer, such as
when BT’s production layer needs to be involved and when it does not, for instance when including
commercial OTT components in a product or service.
Unprecedented granularity
The team has confirmed it can easily manage creating different offerings to customer-facing
units due to the granularity of the leaf specifications but using the same building blocks. This has
significantly reduced time to market and increased speed, gaining considerable and clear benefits in
terms of the integration.
15
CHAPTER 7
next steps
As outlined in the previous section, BT has addressed a number of issues carrying out this work it is
feeding back into the Forum’s Open Digital Architecture project and into the Open APIs suite. This
will enble other Forum members to benefit from its experience and knowledge.
Where some APIs are mature – such as those concerned with ordering where it is obvious that a lot
of thought has gone into them – almost 80% could be used straight out of the box. BT added some
small, specific attributes.
Others, such as TMF701, are less mature, so BT must decide whether to customize it for BT’s own use
and feed it back into the Forum or take another route.
The APIs around sales – for product ordering, product qualification, service provisioning, and service
catalog – have been used extensively. Although BT is yet to implement the product catalog API,
it intends to use it for transferring data. Note that BT has no ambitions to run a single centralized
catalog, but to ensure fast, smooth interoperability between them.
BT also intends to make the customer-facing services and solutions definitions from Blue Planet and
ServiceNow available to the Vlocity catalog to build products on top. This has not been an out-of-the-
box endeavor, as ServiceNow’s product structure is defined in the schema of the ITIL Configuration
Management Database (CMDB).
BT will continue to train various parts of the organization on product modelling using the scheme.
Developing lots of products requires many product modellers who all have to be trained to do things
in the same way and have the same mindset and approach to achieve the reusability. That ramp-up
has taken a little time to gain traction but is now gathering momentum.
There are three more products in the launch pipeline, including another virtual conferencing offer
based on a commercially available offer, one for CPE and an enterprise smart connectivity offer.
BT’s intention over the next five years is to reinvent its IT and develop a whole new stack based
around ODA principles so it is developing a roadmap for products, using this new back-end
ecosystem, which eventually will lead to the closure of many existing products.
Product lifecycle management and product withdrawal have not so far been a priority for BT, but it
expects they will be in the future, although by definition, the more modular approach of the Product
Modelling Scheme makes lifecycle management easier. Customer-facing services and solutions could
facilitate the retirement of products too because it is easy to see what its impact is on products and
vice versa, which is difficult in BT’s older product modelling.
16
For more information please contact George Glass
wgglass@tmforum.org
© 2021. The entire contents of this publication are protected by copyright. All rights reserved. The Forum would like
to thank the sponsors and advertisers who have enabled the publication of this fully independently researched report.
The views and opinions expressed by individual authors and contributors in this publication are provided in the writers’
personal capacities and are their sole responsibility. Their publication does not imply that they represent the views or
opinions of TM Forum and must neither be regarded as constituting advice on any matter whatsoever, nor be interpreted
as such. The reproduction of advertisements and sponsored features in this publication does not in any way imply
endorsement by TM Forum of products or services referred to therein.
17