𖣯Strategic Management: The Impact of New Technologies (Part III: Checking the Vital Signs)

An organization which went through a major change, like the replacement of a strategic system (e.g. ERP/BI implementations), needs to go through a period of attentive supervision to address the inherent issues that ideally need to be handled as they arise, to minimize their future effects. Some organizations might even go through a convalescence period, which risks to prolong itself if the appropriate remedies aren’t found. Therefore, one needs an entity, who/which has the skills to recognize the symptoms, understand what’s happening and why, respectively of identifying the appropriate actions.

Given technologies’ multi-layered complexity and the volume of knowledge for understanding them, the role of the doctor can be seldom taken by one person. Moreover, the patient is an organization, each person in the organization having usually local knowledge about the patient. The needed knowledge is dispersed trough the organization, and one needs to tap into that knowledge, identify the people close to technologies and business area, respectively allow such people exchange information on a regular basis.

The people who should know the best the organization are in theory the management, however they are usually too far away from technologies and often too busy with management topics. IT professionals are close to technologies, though sometimes too far away from the patient. The users have a too narrow overview, while from logistical and economic reasons the number of people involved should be kept to a minimum. A compromise is to designate one person from each business area who works with any of the strategic systems, and assure that they have the technical and business knowledge required. It’s nothing but the key-user concept, though for it to work the key-users need not only knowledge but also the empowerment to act when the symptoms appear.

Big organizations have also a product owner for each application who supervises the application through its entire lifecycle, and who needs to coordinate with the IT, business and service providers. This is probably a good idea in order to assure that the ROI is reached over time, respectively that the needs of the system are considered within the IT operation context. In small organizations, the role can be taken by a technical or a business resource with deeper skills then the average user, usually a key-user. However, unless joined with the key-user role, the product owner’s focus will be the product and seldom the business themes.

The issues that need to be overcome after major changes are usually cross-functional, being imperative for people to work together and find solutions. Unfortunately, it’s also in human nature to wait until the issues are big enough to get the proper attention. Unless the key-users have the time allocated already for such topics, the issues will be lost in the heap of operational and tactical activities. This time must be allocated for all key-users and the technical resources needed to support them.

Some organizations build temporary working parties (groups of experts working together to achieve specific goals) or similar groups. However, the statute of such group needs to be permanent if the organization wants to continuously have its health in check, to build the needed expertize and awareness about occurred or potential issues. Centers of excellence/expertize (CoE) or competency centers (CC) are such working groups with permanent statute, having defined roles, responsibilities, and processes for supporting and promoting the effective use of technologies within the organization, respectively of monitoring and systematically addressing the risks and opportunities associated with them.

There’s also the null hypothesis, doing nothing, relying solely on employees’ professionalism, though without defined responsibility, accountability and empowerment, it can get messy.

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💎💫SQL Reloaded: D365FO Security Queries

The security architecture of Microsoft Dynamics 365 for Finance and Operations (D365FO) is based on a role-based model in which the access is not granted individually to users but through security roles. A set of roles are assigned to a user, each role having access to a set of privileges. In between duties can be assigned to one or more roles, respectively duties can contain several privileges. The model comes with a default set of security roles, which can be further extended to reflect organization's needs. 

Navigating through the model via the D365FO's UI isn't that straightforward as it should be. Probably it's much easier to export to Excel the associations between roles and privileges, respectively between roles and duties, or search punctually for a certain value within the same dataset directly in the database. The following queries can be run into a non-production environment:

-- security role's assigned privileges
SELECT SRO.AOTName [Role AOT Name]
, SRO.Name [Role Name]
, SRO.Description [Role Description]
, SPI.Identifier [Privilege Identifier]
, SPI.Name [Privilege Name]
, SPI.Description [Privilege Description]
FROM dbo.SecurityRolePrivilegeExplodedGraph SRP
     JOIN dbo.SecurityRole SRO
          ON SRP.SecurityRole = SRO.RecId
         JOIN dbo.SecurityPrivilege SPI
           ON SRP.SecurityPrivilege = SPI.RecId
WHERE SPI.NAME IN ('Maintain accounts receivable aging period definitions'
, 'Maintain accounts payable aging period definitions')
ORDER BY SRO.AOTName

-- security role's assigned duties
SELECT  SRO.AOTName [Role AOT Name]
, SRO.Name [Role Name]
, SRO.Description [Role Description]
, SDU.Identifier [Duty Identifier]
, SDU.Name [Duty Name]
, SDU.Description [Duty Description]
FROM dbo.SecurityRoleDutyExplodedGraph SRP
     JOIN dbo.SecurityRole SRO
          ON SRP.SecurityRole = SRO.RecId
        JOIN dbo.SecurityDuty SDU
          ON SRP.SecurityDuty = SDU.RecId
WHERE SRO.Name LIKE 'Accounting Manager%'
ORDER BY SDU.Identifier 

Below you can find a short description of the security tables considered above:

Table	Description
SecurityDuty	contains the list of duties defined by the security AOT role node
SecurityPrivilege	contains the list of privileges defined by the security AOT role node
SecurityRole	contains the list of roles defined by the security AOT role node
SecurityRoleDutyExplodedGraph	contains the list of role to duty mappings and role to privilege mappings as defined by the AOT security role
SecurityRoleExplodedGraph	contains all role relationships, direct or indirect, as defined by the AOT sub role nodes of the security role nodes.
SecurityRolePrivilegeExplodedGraph	contains the list of role to privilege mappings and role to privilege mappings as defined by the AOT security role
SecurityUserRole	contains the user to role mappings

Resources:
[1] Microsoft Dynamics 365 (2020) Security architecture [source]
[2] Microsoft Dynamics 365 (2020) Role-based security [source]

🔦Process Management: Roles (Definitions)

"A job type defined in terms of a set of responsibilities." (Atul Apte, "Java Connector Architecture: Building Custom Connectors and Adapters", 2002)

"A set of expectations for behavior; describes the extent to which each individual performs activities related to project." (Timothy J  Kloppenborg et al, "Project Leadership", 2003)

"Specified responsibilities that identify a set of related activities to be performed by a designated individual (e.g., a project manager)." (Richard D Stutzke, "Estimating Software-Intensive Systems: Projects, Products, and Processes", 2005)

"A definition of the behavior and responsibilities of an individual or set of individuals working together as a team." (Bruce MacIsaac & Per Kroll, "Agility and Discipline Made Easy: Practices from OpenUP and RUP", 2006)

"A defined set of work tasks, dependencies, and responsibilities that can be assigned to an individual as a work package. A role describes a collection of tasks that constitute one component of a process, and would normally be performed by an individual." (Sally A Miller et al, "People CMM: A Framework for Human Capital Management" 2nd Ed., 2009)

"The set of expectations in a social system that define the services individuals or groups are supposed to provide." (Alexander Grashow et al, "The Practice of Adaptive Leadership", 2009)

"The characteristic and expected behaviors of an individual, derived from his or her responsibilities and preferences in providing value to the organization." (David Lyle & John G Schmidt, "Lean Integration", 2010)

"1.Generally, a label assigned to a set of connected behaviors, rights and obligations. 2.In data modeling, the way in which entities of one type relate to entities of another type in a relationship. 3.In data security, a name used to refer to the logical set of related responsibilities assignable to a person or organization, and to parties with these assigned responsibilities." (DAMA International, "The DAMA Dictionary of Data Management", 2011)

"A defined function to be performed by a project team member, such as testing, filing, inspecting, coding." (Cynthia Stackpole, "PMP® Certification All-in-One For Dummies®", 2011)

"Description of specific skills, qualifications and work profiles in software development. These should be filled by the persons (responsible for these roles) in the project." (Tilo Linz et al, "Software Testing Foundations" 4th Ed., 2014)

"Usual or expected functionality of an actor in the context of an activity or a business process; an actor can have one or several roles. " (Gilbert Raymond & Philippe Desfray, "Modeling Enterprise Architecture with TOGAF", 2014)

"A defined function to be performed by a project team member, such as testing, filing, inspecting, or coding." (Project Management Institute, "A Guide to the Project Management Body of Knowledge (PMBOK Guide )", 2017)

"In ITIL, this is a set of responsibilities, activities and authorities granted to a person or team. A role is defined in a process. One person or team may have multiple roles, for example the roles of configuration manager and change manager may be carried out by a single person." (Brian Johnson & Leon-Paul de Rouw, "Collaborative Business Design", 2017)

"A defined function to be performed by a project team member, such as testing, filing, inspecting, coding." (Jeffrey K Pinto, "Project Management: Achieving Competitive Advantage" 5th Ed., 2018)

"A set of responsibilities, activities and authorities granted to a person/team." (ITIL)

🔦Process Management: Process Owner (Definitions)

"The person (or team) responsible for defining and maintaining a process. At the organizational level, the process owner is the person (or team) responsible for the description of a standard process; at the project level, the process owner is the person (or team) responsible for the description of the defined process. A process may therefore have multiple owners at different levels of responsibility." (Sandy Shrum et al, "CMMI®: Guidelines for Process Integration and Product Improvement", 2003)

"The process owner (person or team) is responsible for process definition and maintenance. At the organizational level, the process owner is responsible for the description of the standard process. At the project level, the process owner is responsible for the defined process. A process may therefore have several process owners with varying levels of responsibility." (Lars Dittmann et al, "Automotive SPICE in Practice", 2008)

"The person responsible for defining and maintaining a process. At the organizational level, the process owner is the individual(s) responsible for the description of a standard process or set of related practices. Within a workforce competency, the process owner is the individual(s) responsible for defining and maintaining the competency-based processes associated with that workforce competency. A process may have multiple owners at different levels of responsibility." (Sally A Miller et al, "People CMM: A Framework for Human Capital Management" 2nd Ed., 2009)

"The person responsible for process definition, execution and control." (DAMA International, "The DAMA Dictionary of Data Management", 2011)

"Role responsible for ensuring that a process is fit for purpose" (ITIL)

🔹SQL Server: Server Role (Definitions)

"A named set of security accounts. A SQL Server role can contain Windows NT users, Windows NT groups, SQL Server users, or other SQL Server roles from the same database." (Microsoft Corporation, "SQL Server 7.0 System Administration Training Kit", 1999)

"A predefined role defined at the server level and existing outside individual databases." (Microsoft Corporation, "SQL Server 7.0 System Administration Training Kit", 1999)

"A predefined role that exists at the server level. The scope of the role is limited to the SQL Server instance in which it is defined. Fixed server roles allow you to quickly assign permissions on the server to specific individuals. Roles can be compared to groups in the Window NT/2000 operating systems." (Anthony Sequeira & Brian Alderman, "The SQL Server 2000 Book", 2003)

"A predefined role at the server level that is used to control administrative access to the SQL Server instance." (Marilyn Miller-White et al, "MCITP Administrator: Microsoft® SQL Server™ 2005 Optimization and Maintenance 70-444", 2007)

"A predefined role that exists at the server level. The scope of the role is limited to the SQL Server instance in which it is defined." (Microsoft, "SQL Server 2012 Glossary", 2012)

"These are special groups in SQL Server that are used to limit the amount of administrative access that a user has once logged on to SQL Server." (Joseph L Jorden & Dandy Weyn, "MCTS Microsoft SQL Server 2005: Implementation and Maintenance Study Guide - Exam 70-431", 2006)

🔹SQL Server: Fixed Database Role (Definitions)

"A predefined role defined at the database level and existing in each database." (Microsoft Corporation, "SQL Server 7.0 System Administration Training Kit", 1999)

"A predefined role that exists in each database. The scope of the role is limited to the database in which it is defined. You use fixed database roles to quickly define permissions within a particular database. Roles can be compared to groups in the Window NT/2000 operating systems." (Anthony Sequeira & Brian Alderman, "The SQL Server 2000 Book", 2003)

"These are special groups in each SQL Server database that already have permissions applied and are used to limit the permissions that a user has inside the database." (Joseph L Jorden & Dandy Weyn, "MCTS Microsoft SQL Server 2005: Implementation and Maintenance Study Guide - Exam 70-431", 2006)

"A role that is created by SQL Server 2005 in each database with a set of permissions that are predetermined and cannot be altered. Users can be added to one or more fixed database roles." (Marilyn Miller-White et al, "MCITP Administrator: Microsoft® SQL Server™ 2005 Optimization and Maintenance 70-444", 2007)

"A predefined role that exists in each database. The scope of the role is limited to the database in which it is defined." (Microsoft, "SQL Server 2012 Glossary", 2012)

🔹SQL Server: Application Role (Definitions)

"A SQL Server role created to support the security needs of an application. Such a role is activated by a password and the use of the spsetapprole system stored procedure." (Microsoft Corporation, "SQL Server 7.0 System Administration Training Kit", 1999)

"A SQL Server role created to support the security needs of an application. Using application roles is an alternative to allowing users access to SQL Server 2000. You can create an application role and assign it to a particular application, allowing users who use the application to access SQL Server." (Anthony Sequeira & Brian Alderman, "The SQL Server 2000 Book", 2003)

"This is a special type of role that requires activation using the sp_setapprole stored procedure. This is primarily used to keep users from accessing a database with anything other than a custom application." (Joseph L Jorden & Dandy Weyn, "MCTS Microsoft SQL Server 2005: Implementation and Maintenance Study Guide - Exam 70-431", 2006)

"A SQL Server role used by the application, instead of the user, to authenticate against a database solution." (Marilyn Miller-White et al, "MCITP Administrator: Microsoft® SQL Server™ 2005 Optimization and Maintenance 70-444", 2007)

"A SQL Server role used by the application, instead of the user, to authenticate against a database solution." (Victor Isakov et al, "MCITP Administrator: Microsoft SQL Server 2005 Optimization and Maintenance (70-444) Study Guide", 2007)

"A SQL Server role created to support the security needs of an application." (Microsoft, "SQL Server 2012 Glossary", 2012)

🛢DBMS: Role (Definitions)

"Provide individual accountability for users performing system administration and security-related tasks in SQL Server. The System Administrator, System Security Officer, and Operator roles can be granted to individual server login accounts." (Karen Paulsell et al, "Sybase SQL Server: Performance and Tuning Guide", 1996)

"An administrative unit within SQL Server that contains SQL Server logins, Windows NT logins, groups, or other roles." (Microsoft Corporation, "SQL Server 7.0 System Administration Training Kit", 1999)

"In Oracle, a named database object that can receive privileges and in turn be granted to accounts. Simplifies administration of privileges." (Bill Pribyl & Steven Feuerstein, "Learning Oracle PL/SQL", 2001)

"A security account that is a collection of other security accounts that can be treated as a single unit when managing permissions. A role can contain SQL Server logins, other roles, and Windows logins or groups." (Anthony Sequeira & Brian Alderman, "The SQL Server 2000 Book", 2003)

"A group of related privileges that is referenced by a single name. Privileges can be assigned to a role, and a role can be assigned to a database user or to another role. Roles ease the maintenance issues with managing privileges for a large number of users who can be grouped into a relatively small number of categories based on job function." (Bob Bryla, "Oracle Database Foundations", 2004)

"A SQL Server security account is a collection of other security accounts that can be treated as a single unit when managing permissions. A role can contain SQL Server logins, other roles, and Windows logins or groups." (Thomas Moore, "EXAM CRAM™ 2: Designing and Implementing Databases with SQL Server 2000 Enterprise Edition", 2005)

"A definition of security permissions for one or more user accounts or user groups defined in the operating system and applied to an OLAP database or cube." (Reed Jacobsen & Stacia Misner, "Microsoft SQL Server 2005 Analysis Services Step by Step", 2006)

"A set of privileges that permit actions on specified resources. Roles assigned to a user determine the user’s access to resources and operations." (MongoDb, "Glossary", 2008)

"Roles exist at both the server level and the database level. By adding logins to roles, they are automatically granted the permissions of that role. For example, by adding a user to the sysadmin role, the user can do anything on the instance of the server. By adding a user to the dbowner role, the user can do anything in the database." (Darril Gibson, "MCITP SQL Server 2005 Database Developer All-in-One Exam Guide", 2008)

"In Oracle, a named collection of database access privileges that authorize a user to connect to a database and use the database system resources." (Carlos Coronel et al, "Database Systems: Design, Implementation, and Management" 9th Ed., 2011)

"(1) Name used to refer to the logical set of related responsibilities assignable to a person or organization, and to parties with these assigned responsibilities. (2) A database security mechanism used to grant one or more preassigned privileges to a user." (Craig S Mullins, "Database Administration", 2012)

"A database entity that groups together one or more privileges and that can be assigned, for example, to users, PUBLIC, other roles, or trusted contexts." (Sybase, "Open Server Server-Library/C Reference Manual", 2019)