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TBM Taxonomy V3.0 (PDF) 

Fri November 16, 2018 05:33 PM

This paper provides a detailed description of the Technology Business Management (TBM) taxonomy Version 3.0 updated November 2018.  The document is made available via Apptio's community web site, TBM Connect, for all customers to read and use the information. For more information on the Standards Committee, see last page of this document or refer to the TBM Council Standards Committee Charter, also available on TBM Connect.

 

Summary of the 2.1 to 3.0 changes:

Cost Pools

  • Level 1 definitions:  No changes; created definitions for the Cost Pools.  

IT Towers

  • Level 1 definitions:  No changes; created definitions for the IT Resource Towers. 

 

Services

  • Level 1 & 2 definitions
    • Created definitions for the Service Types and Service Categories. 
  • Products & Services
    • Extended layer name from “Services” to “Products & Services” to recognize Agile continuous investment
  • Platform Services
    • Added new Foundation Platform (e.g. SAP Basis, Force.com) under Application Services
    • Renamed “Machine Learning & AI” to “Decision Intelligence & Automation” under Application Services
    • Added a service offering for Geospatial Analytics under Data > Data Analytics & Visualization
  • Delivery Services
    • Security Service replaced and broken out into five separate services:  Identity & Access Management, Security Awareness, Cybersecurity & Incident Response, Threat & Vulnerability Management, and Data Privacy & Security.
  • Business Application Services: 
    • Split into 2 separate service types:  Business Services and Shared Services
    • The phrase, "Applications and services that enable ..." added to Business Service / Shared Service definitions to reinforce the scope of technology costs not the business operations costs
  • Shared Services
    • Reviewed EBM Workgroup deliverables, refined and consolidated into 8 new service categories: Finance Services; Workforce Services; Vendor & Procurement Services; Health, Safety, Security & Environment Services; Risk, Audit & Compliance Services; Legal Services; Property & Facility Services; Corporate Communication Services
  • Business Services
    • Continued to use the “generic” categories from 2.0/2.1
    • Coordinated with Healthcare workgroup to create the Healthcare Provider services extensions to the taxonomy
    • Established a “technology extension kit” to enable other vertical workgroups to incorporate extensions to the taxonomy

 

 

Updated 4/19/2019 to include the missing definition for IT Resource Sub-Tower: Compute > High Performance Compute






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Comments

Jenny Franklin
Wed July 13, 2022 10:56 AM

@Susanne Welker, try here - look down and over to the left and you'll see a section for 4.0 with XLS, PPT, and PDF.​
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Susanne Welker
Tue July 12, 2022 05:26 AM

Dear all, is there v4.0 Version of this document? Thanks
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Apptio Community Member
Thu May 20, 2021 09:59 AM

Hi @Ed Hayman,

In the Business Services list, is all services for the healthcare vertical under where the Service Category is Health, Safety, Security, & Environmental Services?

Is the same as the healthcare provider services extension?


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Apptio Community Member
Thu December 19, 2019 02:43 AM

Hi, where does the Change the Bank Esp the Internal or External Labor time-which cannot be really allocated to 1 particular IT Tower sits under the model. Pls guide.


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Apptio Community Member
Wed October 23, 2019 07:10 PM

Thanks Ed!  It's been awhile since I posted the original question - we don't do charge backs, but it's good to understand the purpose behind this cost pool.  Thx much!  Appreciate the clear explanation!


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Apptio Community Member
Fri October 11, 2019 11:20 AM

Interesting and very informative doc. Thanks.


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Ed Hayman
Fri October 04, 2019 12:05 PM

@Richard Lewis  EBM Taxonomy is a broad term.  With the TBM Taxonomy v3.0, we split the business facing services into 2 categories:

  • Shared Services
  • Business Services

Shared Services defines a standard set of Service Categories and Service Names for Finance, HR, Legal, etc. which are common to most organizations public, private or non-profit.

Business Services is a separate break out to support industry vertical extensions.  TBM Taxonomy v3.0 has a generic set of services.  With the 3.0 release, a vertical for Healthcare Provider business services was released.  During 2019, the Standard Committee has been coordinating with several vertical workgroups which will publish their business services later this year.  The verticals include:

  • Public Sector
  • Healthcare Insurers
  • Insurance
  • Banking
  • Manufacturing

We plan to sponsor other vertical workgroups in 2020.  

Does this address your question?  Is there anything specific you are looking for?


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Ed Hayman
Fri October 04, 2019 11:57 AM

@Carol St. Claire  "Internal Services" was a new cost pool introduced to handle internal cross charges from other departments within your company.  As an example, if Finance or HR charges IT for services rendered, you would classify those costs as "Internal Services".  


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Apptio Community Member
Fri October 04, 2019 10:41 AM

This is very helpful! Thank you @Ed Hayman! I'm going to bookmark this now.


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Apptio Community Member
Thu March 21, 2019 05:35 PM

We are behind the times  and are still on ATUM 1.0.  As part of our migration to R12, we will be moving to 3.0.  So the "Internal Services" cost pool is a new one to me.  Any insight as to what type of data maps to this?  Thx for any insight!


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Apptio Community Member
Wed February 27, 2019 06:05 PM

Thank you for the summary of updates to TBM Taxonomy. It's very helpful and efficient way to learn what's changed.


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Apptio Community Member
Thu January 03, 2019 08:45 AM

Useful, thanks. Is there any news on the release of the EBM Taxonomy yet?


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Apptio Community Member
Thu December 27, 2018 10:56 AM

really interesting and useful doc. Thank you


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