Value of integration in aligning strategy and operations

These integrations position Orthogramic as a central hub for aligning strategy and operations. By pulling data from these platforms, Orthogramic provides a unified view of the organisation, ensuring that tactical efforts and strategic goals are in sync. This enables:

• Enhanced decision-making through consolidated insights.

• Greater transparency and accountability across departments.

• Streamlined operations that directly support strategic initiatives.

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

Success Factors

Benefits of integration

The success of integration efforts depends on several key factors, including:

1. Defined objectives: Establish clear goals for how the integration will support strategic alignment and improve operations.

2. Stakeholder involvement: Engage key stakeholders across business and IT teams to ensure buy-in and alignment with organisational priorities.

3. Robust data governance: Implement strong data governance policies to ensure accuracy, consistency, and security of synchronised data.

4. Scalable infrastructure: Use scalable systems to handle integration demands as organisational needs grow.

5. Ongoing monitoring and improvement: Continuously review integration performance and adapt configurations to evolving requirements.

Integration overview

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.

Step 1

Authentication: Connect your SuccessFactors instance using OAuth authentication. A "Connect" button is provided to initiate the authentication flow.

Step 1a

Step 2

Set Permissions: Configure access scopes including employee records, organizational charts, and compensation data. Access level is set to read-only.

Step 3

Customization: Select specific data points to sync (employee information, organizational structure, compensation) and set sync frequency options (daily, weekly, or on-demand).

Step 4

Review: Confirm all integration settings and check the "Integration reviewed" box before finalizing.

Organization structure Roles view

Organization Structure view

Planview

Benefits of integration

Integrating Orthogramic with Planview delivers significant advantages by bridging project and strategic data:

1. Unified project visibility: Combine Planview’s project data with Orthogramic’s business architecture framework to gain a consolidated view of initiatives.

2. Optimised resource allocation: Align project resources with organisational priorities to maximise impact and efficiency.

3. Enhanced forecasting: Leverage integration to better forecast project timelines, dependencies, and resource needs in alignment with strategic goals.

4. Improved collaboration: Facilitate better coordination between project managers and strategy teams using shared, real-time insights.

Integration overview

• 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.

Step 1

Authentication: Set up OAuth authentication with your Planview instance using the provided "Connect" button.

Step 1a

Step 2

Set Permissions: Define access scope to include tickets, project workflows, and backlog information. Permission level is limited to read-only access.

Step 3

Customization: Configure synchronization options including data points for open tickets, closed tickets, and backlogs. Set sync frequency as daily, weekly, or on-demand.

Step 4

Resources: View and manage integrated project resources, with options to search and filter projects by date range.

Step 5

Review: Perform final verification of integration settings and mark as reviewed before saving.

Service Now

Benefits of integration

Integrating Orthogramic with ServiceNow provides significant advantages by leveraging ServiceNow’s operational data and workflows to enhance strategic alignment and foster a holistic view of the organisation. Key benefits include:

1. Improved strategic alignment:

   • ServiceNow's operational data (e.g., incidents, problems, changes, and requests) can be mapped to Orthogramic’s business architecture domains, such as Capabilities, Processes, and Stakeholders. This ensures that operational efforts are closely aligned with strategic priorities.

2. Enhanced resource allocation:

   • By integrating ServiceNow’s IT Service Management (ITSM) and Enterprise Service Management (ESM) data, organisations can align resource utilisation and service delivery metrics with their business goals.

3. Comprehensive visibility:

   • Orthogramic’s metamodel benefits from ServiceNow data by providing an integrated view of organisational operations, enabling a clearer understanding of dependencies between services, processes, and business capabilities.

4. Operational efficiency:

   • By visualising ServiceNow workflows in Orthogramic, organisations can identify inefficiencies, bottlenecks, or risks that impact strategic objectives and address them proactively.

5. Continuous improvement:

   • ServiceNow’s performance analytics can be incorporated into Orthogramic’s dashboards to track progress, enabling data-driven decisions to improve processes and outcomes.

Integration overview

TBC

Step 1

• Authentication: Establish a secure connection between Orthogramic and your ServiceNow instance.

• Action: Use OAuth authentication by clicking the "Connect to ServiceNow" button in the Orthogramic interface. This will redirect you to the ServiceNow authentication page to authorise the connection.

Step 1a

• Verification: Ensure the connection is successfully authenticated by testing the API credentials.

Step 2

• Set permissions: Define the scope of data that Orthogramic can access within ServiceNow.

• Action: Configure read-only permissions for key ServiceNow data categories, such as:

  • Incident management

  • Change requests

  • Problem records

  • Service requests

• Verification: Confirm the selected permissions align with organisational policies.

Step 3

• Data mapping: Map ServiceNow fields to Orthogramic’s business architecture domains to enable seamless data integration.

• Action: Use the data mapping tool within Orthogramic to align:

  • ServiceNow workflows with Processes

  • Resource allocation data with Stakeholders

  • Incident and request records with Capabilities

• Verification: Validate the mappings using test data to ensure proper alignment.

Step 4

• Customisation: Tailor the integration to meet specific business needs.

• Action:

  • Select data points to sync, such as open incidents, resolved problems, and pending requests.

  • Set the synchronisation frequency (e.g., daily, weekly, or on-demand).

  • Configure filters to include or exclude specific workflows or categories.

• Verification: Save and preview customisation settings to confirm they meet business requirements.

Step 5

• Review and test: Ensure the integration is correctly configured before activation.

• Action:

  • Review all integration settings, including permissions, mappings, and sync schedules.

  • Conduct a test sync using sample data to verify accuracy and performance.

  • Check for any conflicts or errors in the data flow.

• Verification: Tick the "Integration reviewed" box to finalise this step.

Step 6

• Activation and monitoring: Activate the integration and ensure ongoing performance.

• Action:

  • Enable the ServiceNow integration in Orthogramic’s settings.

  • Monitor the initial synchronisation for discrepancies or errors.

  • Use Orthogramic’s dashboard to track the integration’s performance and operational metrics.

• Verification: Set up alerts for any issues, such as data sync failures or performance anomalies.

Jira

Benefits of integration

Orthogramic’s integration with Jira streamlines workflows and aligns tactical activities with strategic objectives:

1. Improved project alignment: Map Jira issues and workflows to Orthogramic’s business architecture domains for better alignment with strategic goals.

2. Real-time updates: Ensure that tactical progress is reflected in strategic planning with automated data synchronisation.

3. Efficiency in prioritisation: Use integrated dashboards to identify high-priority initiatives and allocate resources effectively.

4. Simplified reporting: Generate comprehensive reports combining Jira’s operational data with Orthogramic’s strategic insights for enhanced decision-making.

Integration overview

• 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.

Pre-integration

Step 1

Authentication: Initialize Jira connection through OAuth authentication, with options to test the connection.

Step 1a

Step 2

Set Permissions: Configure access permissions for tickets, project workflows, and backlog data with read-only access level.

Step 3

Customization: Define data sync points for open tickets, closed tickets, and backlogs, with customizable sync frequencies.

Step 4

Resources: Access integrated project resources and view project timelines and details.

Step 5

Review and Post-integration: Verify all settings and confirm integration completion.

Post integration view

Atlan

Benefits of integration

Integrating Atlan with Orthogramic enriches the organisation’s information domain, driving better strategic outcomes:

1. Comprehensive data visibility: Access critical datasets from Atlan seamlessly within Orthogramic’s framework.

2. Improved metadata management: Align metadata fields to ensure consistency across business architecture domains.

3. Enhanced data discovery: Identify and prioritise datasets essential for achieving strategic objectives.

4. Actionable insights: Use Orthogramic’s tools to analyse Atlan’s metadata for more informed strategic decisions.

Integration overview

• 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.

Step 1

Authentication: Enter authentication key and test connection with provided credentials.

Step 1a

Step 2

Set Permissions: Configure access to metadata (schemas, lineage) and data assets (tables, databases) with read-only permissions.

Step 3

Customization: Set synchronization frequency options (daily, weekly, on-demand).

Step 4

Resources: Access and manage data assets with detailed descriptions and search capabilities.

Step 5

Review and Post-integration: Verify all settings and confirm integration completion.