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These integrations not only enhance operational efficiency but also provide a foundation for sustainable, data-driven strategy execution.

Success Factors

To maximise the effectiveness of integrations, organisations must:

  1. Ensure clear mapping of business goals to integration objectives.

  2. Define roles and responsibilities for integration oversight.

  3. Establish standard operating procedures for ongoing data synchronisation.

  4. Prioritise user adoption through training and support.

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Organization structure Roles view

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Organization Structure view

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Planview

  • Pre-setup: Define the key data elements to sync between Planview and Orthogramic, such as project schedules, resource allocations, and deliverables.

  • Authorisation: Configure API access to establish secure communication between systems.

  • Data mapping: Map Planview fields to Orthogramic’s data schema to ensure seamless data flow.

  • Integration testing: Validate the data sync process through test cases, focusing on accuracy and performance.

  • Go-live: Activate the integration and monitor its initial operation for discrepancies or improvements.

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Service Now

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Jira

  • Pre-integration setup: Identify project management elements (e.g., issues, sprints, and workflows) that need to be integrated.

  • Authorisation: Set up credentials and establish a secure connection between Jira and Orthogramic.

  • Customisation: Tailor the integration to align with organisational workflows, such as prioritising tickets for strategic initiatives.

  • Data sync testing: Run test cases to ensure that all relevant data is accurately synchronised.

  • Deployment: Launch the integration and create a post-integration dashboard for tracking progress.

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Post integration view

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Atlan

  • Data discovery: Identify and prioritise datasets critical to business architecture domains.

  • Connection setup: Configure API integration to enable seamless data access from Atlan to Orthogramic.

  • Metadata alignment: Sync metadata fields between Atlan’s catalog and Orthogramic’s information domain.

  • Validation: Ensure that metadata and data flow correctly by conducting quality checks.

  • Launch: Implement the integration and regularly monitor its performance to maintain alignment.

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