Monthly Archives: December 2016

#Graphitization of Ray Dalio’s Principles: Iteration 2

COPYRIGHT © 2016-2017 by Michael Herman, Toronto Canada. All rights reserved.

This article is the third in a series on #Graphitization. Click here to explore the other articles in this series.

Iteration 2 is a small iteration that had a goal of improved key phrase-based exploration and visualization of The Principles of Ray Dalio.  This iteration builds on the ModelMate model of The Principles described earlier in this series: #Graphitization of Ray Dalio’s Principles: Iteration 1 and represents a significant improvement in terms of understanding which principles are realized by specific combinations of key phases.

Iteration 2 uses the same query used in Iteration 1. This time, the Linkurious graph visualization app is used to display the subgraph of all Topics, Principles, Subprinciples, Commentary, Questions, etc. directly or indirectly related to the key phrases “radically” and “transparent”. This concept is represented by the following simple query:

MATCH path =
 (pub:Publication_Principles_RayDalio_ModelMate)-[*]->(principle)
 -[r:HAS_KEYPHRASE]->(phrase:KeyPhase_Principles_RayDalio_ModelMate)
 WHERE phrase.Phrase CONTAINS "radical"
 OR phrase.Phrase CONTAINS "transparen"
 RETURN path;

The Principles subgraph containing all elements that are directly or indirectly related to the key phrases “radically” and “transparent” is shown below (click to enlarge).

ModelMate-Ray-Dalio-Radically Transparent.png

Figure 1. All Topics, Principles, Subprinciples, etc. with Traceability to the Key Phases “radically” and “transparent”

The underlying graph is implemented using the ModelMate framework and implemented using the Neo4j graph database.

Best regards,

Michael Herman (Toronto)
Parallelspace Corporation
mwherman@parallelspace.net

5 Comments

Filed under Automated Enterprise Architecture Modeling, continuous transformation, Data Science, Graphitization, How do we think, ModelMate, Progressive Enterprise Architecture Map (PEAM)

#Graphitization of Ray Dalio’s Principles: Iteration 1

COPYRIGHT © 2016-2017 by Michael Herman, Toronto Canada. All rights reserved.

[If you “only want to see the pictures”, scroll down to Figure 4.]

This article is the second in a series on #Graphitization. Click here to explore the other articles in this series.

Background

ray-dalioRay Dalio is Chairman & Chief Investment Officer at Bridgewater Associates, L.P., the world’s largest hedge fund, and is well known for The Principles that he and his colleagues at Bridgewater use to govern themselves and each other. Mr. Dalio has published the 200+ Principles in a 123-page document and made the content publically available on a dedicated website: Principles by Ray Dalio (“The Principles”). Here is his description of The Principles…

“What is written here is just my understanding of what it takes: my most fundamental life principles, my approach to getting what I want, and my “management principles,” which are based on those foundations. Taken together, these principles are meant to paint a picture of a process for the systematic pursuit of truth and excellence and for the rewards that accompany this pursuit. I put them in writing for people to consider in order to help Bridgewater and the people I care about most.”

I encourage you to read more of his Introduction here.

What is #Graphitization?

#Graphitization is a data science and enterprise architecture framework and process model for modeling, ingesting, organizing, analyzing, and visualizing any domain of endeavor by using graphs – networks of connected objects and relationships with each object and relationship annotated with additional descriptive information (metadata).

The primary applications of #Graphitization are:

  • System optimization,
  • Systems life cycle management, and
  • Transformative Change in resulting in positive increases in business value for the system being studied.

A system is defined as any collection of strategies, system components, assets, architectures or processes.

In the article #Graphitization of the Enterprise, I’ve provided a number of illustrations of how one field of endeavor, the continuous transformation of large enterprise organizations, can benefit from #Graphitization. My blog contains several additional examples of #Graphitization applied to traditional enterprise architecture; for example, Crossing the EA Chasm: Automating Enterprise Architecture Modeling #2.

Why not try applying #Graphitization to something completely different?

#Graphitization of Ray Dalio’s Principles

A few weeks ago (December 22, 2016), the Wall Street Journal published an article (The World’s Largest Hedge Fund Is Building an Algorithmic Model From its Employees’ Brains) which describes Mr. Dalio’s vision for creating “The Book of the Future.”

“One employee familiar with the project described it as “like trying to make Ray’s brain into a computer.””

2 + 2 = ?  You guessed it. Why not try to graphitize part of Mr. Dalio’s brain?

That is, why not try to turn The Principles into a computer model that documents each Principle, its hierarchical inter-relationships, and, via some sophisticated cloud-based text analysis services, visualize all of the important interconnections based on a set of computer-chosen key phrases?

This article documents Iteration 1 of the #Graphitization of Ray Dalio’s Principles.

Wisdom in, Wisdom out

Today, there are several easy-to-use technologies that enable developers to view web pages as sophisticated databases.  The Principles website (a single web page) is no exception.

A simple query like the one below makes it is easy to exact the hierarchy of Sections, Topics, Principles, Subprinciples, Summary Paragraphs, Questions, Bullets, Figures, etc. from The Principles using a single statement.

modelmate-ray-dalio-html-query

Figure 1. The Principles Web Page Query

A sample portion of The Principles web page appears below and has the following structure:

  • “To Get The Culture Right…” is a Section. There are 4 Sections at the top level of the Publication.
  • “TRUST IN TRUTH” is a Topic and it is also a numbered Principle.
  • “Realize that you have nothing to fear from truth.” is a numbered Principle.
  • Principles can contain numbered Subprinciples.
  • Topics, Principles, and Subprinciples can have (unnumbered) Summary Paragraphs, Questions, Bullets, Figures, etc.

Topics, Principles, and Subprinciples are numbered sequentially; there is no hierarchical numbering scheme.

Ray-Dalio-Principles-radically-transparent-web.png

Figure 2. Web Page Sample: The Principles By Ray Dalio

In my ModelMate model for The Principles, 3 classes of key phrases are used to cross-index each Topic, Principle, Subprinciple, etc.

  1. Key Topics – short phrases deemed to be particularly relevant and interesting across the entire document (i.e. the corpus)
  2. Key Phrases – short phrases deemed to be of particular importance within the scope of a single title, paragraph of text, question, or bullet.
  3. Other Phrases – additional key phrases chosen because they are particularly relevant to Bridgewater, Mr. Dalio, and The Principles.

In total, there are 2470 key phases; about 200 of these are Key Topics selected by a cloud-based text analytics service, about 300 are Other Phases. The remaining Key Phrases (with a few overlaps) were selected by a different text analytics service that was run against the text of each individual Topic, Principle, Subprinciple, etc.

A sample of the ingested The Principles web page content looks like the following (click to enlarge):

exampledata-keyphrases

Figure 3. Ingested Web Page

Results of Iteration 1

The entire structure and content of The Principles was ingested during Iteration 1 of this project:

  • 210 principles comprised of 768 artifacts (titles, paragraphs, questions, bullets, …)
  • 767 structural relationships
  • 2470 key phrases
  • 6126 key phrase-principle semantic relationships

The sample queries below highlight The Principles that are related to 2 critically important concepts at Bridgewater: “radically” and “transparent” (including all words that have these words as reasonable root words).

The single line queries found all artifacts that were in some way related to the 2 key phases; then calculated the traceability up to through to the top (beginning) of The Principles (click to enlarge).

ray-dalio-principles-radically-transparent

Figure 4. All Topics, Principles, Subprinciples, etc. with Traceability to the Key Phases “radically” and “transparent”

The large orange dot represents the top (the root of the web page). The large blue dots represent the 4 top-level Sections in The Principles:

  • To Get the Culture Right…
  • To Get the People Right…
  • To Perceive, Diagnose, and Solve Problems…
  • To Make Decisions Effectively…

The green dots are Topics; the red dots are Principles; and, the purple dots are Subprinciples. Key Phrases appear as pink dots.  The gray dots are Commentary Paragraphs, Questions, Bullets, Figures, etc.

Figure 5 (below) includes some exploration (expansion) of Principal 2. Realize that you have nothing to fear from truth.

ray-dalio-principles-radically-transparent-plus

Figure 5. Principal 2. Realize that you have nothing to fear from truth.

Conclusions

In the end, extending the ModelMate platform to support the above produced more learning than what I’ve been able to glean from subsequent exploration of the #Graphitization of The Principles. Perhaps someone with more familiarity with The Principles can contact me with some interesting use cases. I’m extremely curious to derive more value from this model

This work on this project was made infinitely easier through the use of the ModelMate platform (powered by the Neo4j graph database).

To see a more meaningful visualization of The Principles, check out #Graphitization of Ray Dalio’s Principles: Iteration 2.

Best regards,

Michael Herman (Toronto)
Parallelspace Corporation
mwherman@parallelspace.net

6 Comments

Filed under Automated Application Architecture Analysis, Business Value, Data Science, Graphitization, How do we think, ModelMate, Progressive Enterprise Architecture Map (PEAM), The Principles

Crossing the EA Chasm: Reflections on the Current State of ArchiMate

COPYRIGHT © 2016-2017 by Michael Herman, Toronto Canada. All rights reserved.

HBR: Great CEOs See the Importance of Being Understood

It is very interesting to read the above HBR article and then reflect on the current state of the ArchiMate language for Enterprise Architecture. Here are a few quotes from the article (as well as a few homework questions).

Best wishes for the New Year (modeled as a Principal, Driver, Goal, or Constraint? :-))

Here are 5 quotes from the HBR article:

  • “Perfecting and polishing a message matters less than how it’s reflected and refined by the intended audiences.”

Does ArchiMate support reflection and refinement in the minds of stakeholders? What needs to be changed/improved? What are the useful qualities needed for a language to support reflection and refinement in the minds of stakeholders (reflection and refinement by the stakeholders themselves)?

  • “One of the greatest obstacles in promoting more proactive, pro-user initiatives, she quickly discovered, was that her people were prisoners of their existing vocabulary. They interpreted her calls for customer obsessiveness by intensifying existing efforts rather than discussing or describing new ways to add new value.”

Is this also a description of ArchiMate’s current state? Are we stuck in a deepening “hole of hieroglyphics”? [link]  Are we prisoners of ArchiMate’s existing vocabulary?

  • “Microsoft’s Satya Nadella, for example, has been linguistically maneuvering from a proprietary Windows/Office software legacy to cloud computing, platform, and open systems contexts. Machine learning, for example, is now as integral to Microsoft’s new value vocabulary…”

Is Machine Learning part of the ArchiMate vocabulary? …maybe …early stage at best. Does ArchiMate resemble an open technology environment for fostering innovation in enterprise architecture?

  • “Entrepreneurial founders, of course, have both semantic and rhetorical advantages over their successors in this regard. A company’s creator disproportionately owns and influences its vocabulary.”

This quote has 2 edges represented by each of these 2 sentences. Food for thought.

  • “Understanding the importance of being understood is what makes great CEOs great communicators.”

This also applies to CIOs and enterprise architects. How does ArchiMate help CIOs and enterprise architects become great communicators? …or does it hinder them? How can this situation be improved?

For more thoughts on this topic, check out:

Best wishes for the New Year (modeled as a Principal),

Michael Herman
Parallelspace Corporation
mwherman@parallelspace.net

*ArchiMate is a registered trademark of The Open Group.

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Filed under ArchiMate, Automated Enterprise Architecture Modeling, Crossing the EA Charm, Enterprise Architecture, ModelMate

Crossing the EA Chasm: The Surveyor

This poem is about land surveyors. It, just as easily, could be about enterprise architects, mapmakers, data scientists, bloggers, and journalists – bastions of the past, envisionaries of the future.

The Surveyor

He thrives on patterns,

his marks and monuments

transform a wilderness

and by his carefully tagged

and numbered squares,

neat roads, correction lines

and small cadastral lots

he clothes in certainty,

in geometrical designs,

man’s ancient rights.

He scans the skies,

reading some far-off star

by which he plots

meridians and makes his maps,

stitching a new-found world

into a patchwork quilt,

a net of metes and bounds,

so lands may know their own

and live in peace.

 — DON W. THOMSON

 

Best wishes for 2017. Hold on tight. It’s going to be quite a ride.

Source: http://www.surveyhistory.org/surveyor_poem.htm

1 Comment

Filed under Crossing the EA Charm, Enterprise Architecture, Enterprise Architecture Chasm