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By following the steps outlined in this guide, users can effectively manage organizational data within Orthogramic. This systematic approach ensures that all data is properly classified, assessed, merged, compared, and mapped, supporting strategic alignment and effective decision-making.
Getting started with Orthogramic
Further steps
Business Architecture
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This highlights the process of selecting business domains relevant to the organization’s strategic and operational goals. It ensures that the chosen domains align with the overall objectives and contribute to the structured management of organizational information.
Select Domains: Identify relevant business domains that align with the organization's strategic and operational goals.
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Organization structure
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Define Organisation Structure: Outline the hierarchical arrangement within the organization.
The first document you are requested to upload is your Organization structure.
The Document Upload page in Orthogramic allows you to seamlessly add new documents to the system. Properly uploading and categorizing documents ensures they are easily accessible and relevant to your organizational needs.
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Documents not matching organization classification
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Adding documents that do not align with the organization classification risks reducing the clarity of your business strategies and operations. If needed, update your Organization Classification in Settings > Business Architecture > Organization Classification. |
The Document Upload page in Orthogramic allows you to seamlessly add new documents to the system. Properly uploading and categorizing documents ensures they are easily accessible and relevant to your organizational needs.
Steps to Upload a Document
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The entire process is designed to be seamless, allowing you to focus on reviewing and refining your business architecture without manual data entry or re-organization.
Top level Organization unit
Select Top level organization unit: Clarify the operational scope and boundaries of the organization.
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If you do not skip this step, you will be asked to confirm the Top level Organization unit change.
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Organization coverage
Select the business units if any that are not included in the Organization coverage.
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If you do not skip this step, you will be asked to confirm the Organization units you do not want covered.
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Document goals
Document Goals help you set, manage, and monitor the goals for each organizational unit concerning the relevance, quality, and quantity of business architecture domain data held in the unit's documents. By clearly defining these goals, you can ensure that each unit aligns with the overall strategic objectives and maintains the highest standards of document management.
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Setting clear document goals ensures consistency and quality across all organizational units, supporting better decision-making, compliance, and strategic alignment. This structured approach to goal setting helps in maintaining high standards and achieving organizational objectives efficiently.
User types
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This is the process of defining user types within the organization. It involves classifying different types of users who interact with the organization's systems or processes, ensuring that each user type is appropriately defined for optimal system interaction.
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User types provide a detailed overview of the various User types within Orthogramic and their primary drivers. Understanding these User types is essential for effectively managing and aligning organizational functions with strategic objectives. Each role plays a critical role in ensuring that the organization operates efficiently and meets its goals.
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User types and tailored recommendations Orthogramic’s User types are designed to support a self-service approach, ensuring that users receive tailored chat outputs and recommendations based on their specific User type. This enables not only business architects but also general business users—such as product managers, talent acquisition staff, or operations leaders—to effectively engage with business architecture insights. Each User type is configured to provide relevant guidance, tools, and outputs suited to their role, ensuring that users can intuitively contribute to and benefit from the platform. By delivering customised recommendations and role-based insights, Orthogramic empowers users across various functions to make informed decisions and actively shape the organisation’s architecture. This self-service capability promotes collaboration, making business architecture accessible and actionable for everyone involved in achieving business goals. |
Differences between Roles and User Types
In Orthogramic, it's essential to distinguish between a user's Role and their User Type, as each serves a distinct purpose within the platform.
Role: This refers to the specific job function or position a user holds within their organisation, such as Business Architect, Chief Operating Officer (COO), or Strategic Planner. It defines the user's responsibilities and the nature of their work.
User Type: This pertains to the level of access and permissions a user has within Orthogramic. User Types determine what actions a user can perform in the system and which features they can access. Common User Types include Admin, Editor, Viewer, and Super Admin.
Understanding the distinction between Role and User Type is crucial for effective system management:
Role: Defines what a user does within their organisation.
User Type: Determines what a user can do within Orthogramic.
Key Features
User Role Definitions: Detailed descriptions of each standard user role and their main objectives.
Role-Specific Drivers: Key drivers and goals associated with each role to ensure alignment with organizational strategies.
Best Practices: Tips for effectively assigning and managing User types to optimize system interactions and achieve business objectives.
Conclusion
By clearly defining and understanding the different User types within Orthogramic, organizations can optimize their system interactions and align them with strategic objectives. This guide provides the necessary information to ensure that each role is effectively managed and their contributions are aligned with the overall goals of the organization.
Documents
Define Document Types: Document Types categorize documents based on their nature and purpose within the organization. Deselect any document types you do not want to use.
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