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Introduction
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.
Organization structure
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
If the uploaded document does not match the organization's classification you will be requested to verify and re-upload the correct document. The error will be displayed below.
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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. |
Steps to Upload a Document
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Navigate to the Upload Section:
From the main dashboard, select "Document Management" and click on "Document Upload."
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Select Document Type:
Choose the appropriate document type from the dropdown menu. This helps categorize the document accurately for future reference.
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Upload the File:
Click the "Upload" button and select the document file from your local system. Ensure the file format is supported by Orthogramic.
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Enter Document Details:
Fill in the required fields such as document title, description, author, and date of creation. These details aid in identifying and categorizing the document.
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Assign Organizational Unit:
Select the relevant organizational unit that the document pertains to. This ensures the document is stored in the correct category and is accessible to the right team members.
Save and Confirm:
Now that you have completed the Setup phase, created your account, and established your Organization within Orthogramic, you are ready to move forward with securely adding documents and defining your Organization in greater detail.
This Getting Started section will guide you through the next steps, ensuring that your Organization’s structure, documentation, and strategic alignment are effectively configured. By following these steps, you will:
Upload essential documents such as your Organization structure, strategy, and policies.
Understand how Orthogramic processes your documents, extracting business architecture insights.
Define your Organization’s top-level unit and specify coverage across business areas.
Set document goals to enhance relevance, quality, and alignment with business objectives.
As you progress, Orthogramic will help you transform your business documents into a structured, holistic view of your Organization’s architecture, supporting better decision-making and strategic execution.
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.
Organization structure
Add your Organization structure as a document, mindmap or images. If there is additional domain data, for example, Initiatives or Stakeholders, this will also be added where it can be associated with an Organization unit. It will form the initial Organization Structure in Orthogramic.
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Documents not matching organization classification
If the uploaded document does not match the organization's classification you will be requested to verify and re-upload the correct document. The error will be displayed below.
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| Info |
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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. |
Steps to Upload a Document
Upload the File: Select your file. Ensure the file format is supported by Orthogramic. it will be uploaded automatically.
Save and Confirm: Review the entered details and click "Save" to complete the upload
the document. A confirmation message will indicate successful upload.Verify Upload:
Navigate to the Document Repository to ensure the document is listed and categorized correctly.
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How Uploaded Documents Are Processed
When you upload a document to Orthogramic, the system automatically parses the document to identify key elements relevant to your business architecture. This involves scanning the content for specific terms, structures, and data that align with domains such as Strategy, Capabilities, Stakeholders, and Performance.
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How to set Organization goals
Step 1: Select Organisation Organization Units
Use the provided hierarchical list to select the organizational units for which you want to set document goals. You can toggle the "Cascade Goals" option to automatically apply the goals to lower-level units.
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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 Organization’s architecture. This self-service capability promotes collaboration, making business architecture accessible and actionable for everyone involved in achieving business goals. |
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Role: This refers to the specific job function or position a user holds within their organisationOrganization, such as Business Architect, Chief Operating Officer (COO), or Strategic Planner. It defines the user's responsibilities and the nature of their work.
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Role: Defines what a user does within their organisationOrganization.
User Type: Determines what a user can do within Orthogramic.
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Automatic Parsing and Assignment: Orthogramic parses the data in the uploaded documents.
Define the Domain Representation: Orthogramic then automatically defines a Business Architecture domain representation for each Organisation Organization unit based on the information parsed.
Manual Review and Assignment: You can then review the automatic assignment and manually adjust if needed.
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By integrating these state management features, Orthogramic enhances the organisation Organization and management of documents and Business Architecture domain representations, supporting efficient and effective program management.
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Importance vs. Quality: Document Weighting measures the importance, whereas a separate process evaluates the quality of a document. A document with low quality may still be essential, while a high-quality document might not be critical to your organization.
Weighting Criteria: The importance of a document is based on factors such as how often it is referenced, how it supports decision-making, and its relevance to key business areas.
How to Use Document Weighting:
Identify Documents: Start by identifying the key documents in your organization. These can include strategic plans, policy documents, operational guidelines, and more.
Apply Weighting Criteria: For each document, apply predefined weighting criteria within Orthogramic, which will help you assess its importance. These criteria are customizable to reflect your organization's priorities.
View Weighting Results: After weighting, you can view the importance score assigned to each document. This helps you focus attention on the most critical documents for your business operations.
By understanding the relative importance of documents, Orthogramic helps you make informed decisions about document management, ensuring that key materials are easily accessible and appropriately prioritized for compliance, reviews, and updates.
Weighting criteria
The weighting criteria are as follows:
Alignment with Organisational Goals: Evaluate how well each document supports the core objectives of the organisation.
Impact on Decision Making: Assess the influence of each document on key business decisions.
Scope of Influence: Determine whether the document impacts the entire organisation or specific departments.
Compliance & Regulatory Requirements: Identify documents required for legal or regulatory adherence.
Stakeholder Interest: Gauge the importance of documents to key stakeholders, including investors, management, and employees.
The total of the weighting criteria must be 100% to be saved.
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, while a high-quality document might not be critical to your organization.
Weighting Criteria: The importance of a document is based on factors such as how often it is referenced, how it supports decision-making, and its relevance to key business areas.
How to Use Document Weighting:
Identify Documents: Start by identifying the key documents in your organization. These can include strategic plans, policy documents, operational guidelines, and more.
Apply Weighting Criteria: For each document, apply predefined weighting criteria within Orthogramic, which will help you assess its importance. These criteria are customizable to reflect your organization's priorities.
View Weighting Results: After weighting, you can view the importance score assigned to each document. This helps you focus attention on the most critical documents for your business operations.
By understanding the relative importance of documents, Orthogramic helps you make informed decisions about document management, ensuring that key materials are easily accessible and appropriately prioritized for compliance, reviews, and updates.
Weighting criteria
The weighting criteria are as follows:
Alignment with Organizational Goals: Evaluate how well each document supports the core objectives of the Organization.
Impact on Decision Making: Assess the influence of each document on key business decisions.
Scope of Influence: Determine whether the document impacts the entire Organization or specific departments.
Compliance & Regulatory Requirements: Identify documents required for legal or regulatory adherence.
Stakeholder Interest: Gauge the importance of documents to key stakeholders, including investors, management, and employees.
The total of the weighting criteria must be 100% to be saved.
Learn about the details of the Document Weighting methods in: Document weighting and criteria analysis
Profile
Profile Settings within Orthogramic, enabling users to update their personal information, customize notification preferences, and manage organizational settings. Accurate and personalized profile settings ensure efficient and tailored use of the system.
Profile Settings
The Profile Settings section allows users to update their personal information, contact details, and preferences. These settings help ensure accurate and customized user information within the system.
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Fields:
Profile Picture:
Upload: Click the Upload button to upload a profile picture.
Remove: Click the Remove button to remove the current profile picture.
First Name: Enter your first name in the text field. This is visible to your Organization.
Last Name: Enter your last name in the text field. This is visible to your Organization.
Your Email: Enter your email address in the text field. This email is used for notifications and login purposes.
Mobile Number: Enter your mobile number in the text field. This is used for two-factor authentication (2FA) and notifications.
Timezone: Select your timezone from the dropdown menu. The selected timezone is displayed as AEST GMT +10 in the image.
Office Number: Enter your office number in the text field. This is used for Organizational contact purposes.
Language: Select your preferred language from the dropdown menu. The selected language is English in the image.
Theme: Select your preferred theme from the dropdown menu. The available options are Light and Dark themes.
List items per page: Option to select the number of items displayed per page, with a dropdown for selection.
Role: Displays the user's role within the Organization, set to 'Chief Operating Officer,' managed by the admin.
Action:
Click the Save changes button to apply the updates to your profile settings.
Notifications Settings
Overview: The Notifications Settings allow users to customize their email notifications for various activities related to documents and product updates.
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Options:
Document comments: Enable or disable email notifications when comments are made on documents.
New Document added: Enable or disable email notifications when a new document is added.
Review complete on my Document: Enable or disable email notifications when a review is completed on your document.
Request for approval of Document: Enable or disable email notifications when there is a request for approval of a document.
Approval of Document I reviewed: Enable or disable email notifications when a document you reviewed is approved.
Weekly team comments digest: Enable or disable email notifications for a weekly digest of team comments.
Send me occasional emails with updates and promotions from Orthogramic: Enable or disable receiving occasional emails with updates and promotions from Orthogramic.
Action:
Click Save changes to apply the selected notification preferences.
Organization Settings
Overview: The Organization Settings section displays the current configuration of the Organization unit and related settings.
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Fields:
These settings are only available for editing by Admin Team users.
User type: Indicates the user type
Admin Team Member: The type of Admin team member if any.
Organization unit: Displays the selected Organizational unit the user belongs to.
Editor: The user can edit documents in their Organization unit.
Public Editor: The user can make enduring edits to the public documents of the Organization.
Reviewer: Checkbox to review changes by other users, applicable to the Organization unit and below.
Approver: Checkbox to approve changes by other users, applicable to the Organization unit and below.
Action:
Since the settings are managed by the admin, no changes can be made directly by the user.