Page Comparison

Business Architecture domain

Related Domain Elements

Strategy

Business Objective

Capability

Capability Component

Capability

Function

Capability

Process

Product

Product Feature

Product

Service Element

Stakeholder

Stakeholder Requirement

Initiative

Program

Initiative

Project

Performance

KPI (Key Performance Indicator)

Information

Information Component

Organisation 

Organisation unit

Domain

Domain Attribute

Description

Example

Strategy

Title

The name or title of the strategy.

Digital Transformation Strategy

Strategy

Description

A detailed explanation of what the strategy entails.

Plan to leverage digital technologies to improve operations.

Strategy

Purpose

The intended purpose or function of the strategy within the organization.

To enhance operational efficiency and customer experience.

Strategy

Owner

The individual or team responsible for the strategy.

Strategy Office, CIO

Strategy

Objectives

Specific, measurable targets to achieve strategic goals.

Increase digital adoption by 50%, Reduce operational costs by 20%

Strategy

Key Activities

Critical actions necessary to implement the strategy.

Implement new CRM system, Train employees on digital tools

Strategy

Resources

Resources allocated for the strategy implementation.

Budget, technology, personnel

Strategy

Timeline

The timeline for achieving the strategy.

2024-2026

Strategy

Performance Indicators

Metrics used to measure the success of the strategy.

Adoption rate of digital tools, cost savings

Strategy

Dependencies

Other strategies, initiatives, or processes that the strategy depends on.

IT Infrastructure, Employee Training Programs

Strategy

Related Strategies

Strategies that are related or linked to this strategy.

Customer Experience Strategy, Innovation Strategy

Strategy

Risks

Potential risks associated with the strategy and its implementation.

Resistance to change, budget overruns

Strategy

Improvement Opportunities

Areas where the strategy can be enhanced or improved.

Additional training, stakeholder engagement

Strategy

Strategic Alignment

How the strategy aligns with the organization's strategic goals and objectives.

Supports the strategic goal of enhancing operational efficiency

Strategy

Business Objective

A specific, measurable goal that a company aims to achieve to support its overall strategy.

Increasing Market Share by 10% in the next fiscal year.

Strategy

Parent

A high-level policy that provides overarching principles or rules guiding business operations. It covers multiple sub-policies.

Customer Management

Strategy

Child

A specific policy that falls under a broader parent policy. It provides detailed rules and guidelines for a specific aspect of business operations.

Customer Onboarding

Policy

Title

The name or title of the policy.

Data Privacy Policy

Policy

Description

A detailed explanation of what the policy entails.

Guidelines for handling and protecting personal data.

Policy

Purpose

The intended purpose or function of the policy within the organization.

To ensure compliance with data protection regulations.

Policy

Owner

The individual or team responsible for the policy.

Legal Department

Policy

Organizational Unit

The organizational unit(s) to which the policy is linked.

IT Department

Policy

Requirements

Specific conditions or criteria to be met under the policy.

Encrypt all personal data, limit access to authorized personnel

Policy

Compliance Metrics

Measures to ensure adherence to policies.

Number of data breaches, compliance audit results

Policy

Review Frequency

How often the policy is reviewed and updated.

Annually

Policy

Approvals

Individuals or groups that must approve the policy.

CIO, Legal Counsel

Policy

Related Policies

Policies that are related or linked to this policy.

Information Security Policy, Data Retention Policy

Policy

Compliance and Standards

Regulatory requirements and standards the policy must adhere to.

GDPR, CCPA

Policy

Risks

Potential risks associated with the policy and its implementation.

Non-compliance fines, reputational damage

Policy

Improvement Opportunities

Areas where the policy can be enhanced or improved.

Regular training on data protection for all employees

Policy

Strategic Alignment

How the policy aligns with the organization's strategic goals and objectives.

Supports the strategic goal of maintaining customer trust

Policy

Parent

A high-level capability that encompasses multiple sub-capabilities or child capabilities. It represents a broad area of business functionality.

Customer Management

Policy

Child

A specific capability that falls under a broader parent capability. It represents a more granular aspect of business functionality.

Customer Onboarding

Capability

Title

The name or title of the capability.

Customer Relationship Management

Capability

Description

A detailed explanation of what the capability entails.

Managing interactions with current and potential customers.

Capability

Purpose

The intended purpose or function of the capability within the organization.

To streamline and enhance customer interactions.

Capability

Owner

The individual or team responsible for the capability.

Customer Service Department

Capability

Organizational Unit

The organizational unit(s) to which the capability is linked.

Sales and Marketing Department

Capability

Inputs

The resources, information, or materials required for the capability to function.

Customer data, sales leads, marketing materials

Capability

Outputs

The deliverables or results produced by the capability.

Customer satisfaction reports, sales reports

Capability

Processes

The set of processes that define how the capability operates.

Lead management, customer support

Capability

Performance Indicators

Metrics used to measure the effectiveness and efficiency of the capability.

Customer satisfaction score, sales conversion rate

Capability

Dependencies

Other capabilities, processes, or systems that the capability depends on.

Marketing automation system, CRM software

Capability

Related Capabilities

Capabilities that are related or linked to this capability.

Sales Management, Customer Support

Capability

Maturity Level

The current maturity level of the capability.

Level 3 - Defined

Capability

Tools and Technologies

Tools and technologies used to support or enable the capability.

Salesforce CRM, Zendesk Support

Capability

Compliance and Standards

Regulatory requirements and standards the capability must adhere to.

GDPR compliance, ISO 9001 standards

Capability

Cost

The financial cost associated with implementing and maintaining the capability.

Annual budget of $200,000

Capability

Risks

Potential risks associated with the capability and its operations.

Data breaches, customer dissatisfaction

Capability

Improvement Opportunities

Areas where the capability can be enhanced or improved.

Integration with social media platforms

Capability

Strategic Alignment

How the capability aligns with the organization's strategic goals and objectives.

Supports the strategic goal of improving customer satisfaction

Capability

Capability Components

A building block of organizational capabilities, representing specific skills, tools, or processes.

Data Analytics involves using tools and techniques to analyze data and extract insights.

Capability

Function

A specific area of activity within an organization that performs a particular role or set of tasks.

Customer Support provides assistance to customers, resolves issues, and ensures satisfaction.

Capability

Parent

A high-level capability that encompasses multiple sub-capabilities or child capabilities. It represents a broad area of business functionality.

Customer Management

Capability

Child

A specific capability that falls under a broader parent capability. It represents a more granular aspect of business functionality.

Customer Onboarding

Capability

Processes

A detailed process that supports a child capability. It represents a specific sequence of actions or steps required to perform the capability.

Verify Customer Identity

Value Streams

Title

The name or title of the value stream.

Order Fulfilment

Value Streams

Description

A detailed explanation of what the value stream entails.

End-to-end process of fulfilling customer orders.

Value Streams

Purpose

The intended purpose or function of the value stream within the organization.

To ensure timely and accurate delivery of products to customers

Value Streams

Owner

The individual or team responsible for the value stream.

Operations Department

Value Streams

Organizational Unit

The organizational unit(s) to which the value stream is linked.

Supply Chain Management

Value Streams

Stages

Different phases within the value stream.

Order receipt, order processing, shipment, delivery

Value Streams

Value Items

Specific outputs or benefits generated at each stage.

Processed orders, shipped packages, delivered products

Value Streams

Criteria for Each Stage

Standards to evaluate performance at each stage.

Processing time, shipment accuracy, delivery speed

Value Streams

Performance Indicators

Metrics used to measure the effectiveness and efficiency of the value stream.

Order cycle time, on-time delivery rate, customer satisfaction

Value Streams

Dependencies

Other capabilities, processes, or systems that the value stream depends on.

Inventory management system, logistics partners

Value Streams

Related Value Streams

Value streams that are related or linked to this value stream.

Procurement, Customer Service

Value Streams

Maturity Level

The current maturity level of the value stream.

Level 4 - Managed

Value Streams

Tools and Technologies

Tools and technologies used to support or enable the value stream.

ERP system, shipping software

Value Streams

Compliance and Standards

Regulatory requirements and standards the value stream must adhere to.

ISO 9001, industry-specific standards

Value Streams

Cost

The financial cost associated with implementing and maintaining the value stream.

Annual operational budget of $500,000

Value Streams

Risks

Potential risks associated with the value stream and its operations.

Supply chain disruptions, delivery delays

Value Streams

Improvement Opportunities

Areas where the value stream can be enhanced or improved.

Automation of order processing, enhanced tracking capabilities

Value Streams

Strategic Alignment

How the value stream aligns with the organization's strategic goals and objectives.

Supports the strategic goal of improving customer satisfaction

Value Streams

Parent

A high-level capability that encompasses multiple sub-capabilities or child capabilities. It represents a broad area of business functionality.

Customer Management

Value Streams

Child

A specific capability that falls under a broader parent capability. It represents a more granular aspect of business functionality.

Customer Onboarding

Value Streams

Child Value Stream Stage

A specific stage within a value stream that represents a set of activities contributing to the overall value creation.

Order Fulfillment

Stakeholders

Title

The name or title of the stakeholder.

Customers

Stakeholders

Description

A detailed explanation of the stakeholder group.

Individuals or entities that purchase and use the organization's products.

Stakeholders

Role

Defined responsibilities and interests of the stakeholder.

Provide feedback, influence product development

Stakeholders

Organizational Unit

The organizational unit(s) to which the stakeholder is linked.

Sales and Marketing

Stakeholders

Engagement Strategies

Plans to communicate and interact with stakeholders.

Regular surveys, customer support

Stakeholders

Interest Levels

Degree of influence and interest each stakeholder has in organizational activities.

High influence, high interest

Stakeholders

Inputs

Resources or information stakeholders provide to the organization.

Feedback, purchase data

Stakeholders

Outputs

Benefits or outcomes stakeholders receive from the organization.

Products, support services

Stakeholders

Dependencies

Other stakeholders, processes, or systems that the stakeholder depends on.

Customer support team, product development

Stakeholders

Related Stakeholders

Stakeholders that are related or linked to this stakeholder.

Suppliers, partners

Stakeholders

Performance Indicators

Metrics used to measure the effectiveness of stakeholder engagement.

Customer satisfaction score, net promoter score

Stakeholders

Risks

Potential risks associated with stakeholder engagement.

Negative feedback, customer churn

Stakeholders

Improvement Opportunities

Areas where stakeholder engagement can be enhanced or improved.

Improved communication channels, personalized support

Stakeholders

Strategic Alignment

How the stakeholder aligns with the organization's strategic goals and objectives.

Supports the strategic goal of increasing customer loyalty

Stakeholders

Stakeholder Requirement

A need or expectation from individuals or groups that have an interest in the organization's activities.

User Authentication ensures secure and reliable access to systems for users.

Initiatives

Title

The name or title of the initiative.

Digital Transformation

Initiatives

Description

A detailed explanation of what the initiative entails.

Implementation of digital tools and processes to enhance business operations.

Initiatives

Purpose

The intended purpose or function of the initiative within the organization.

To improve efficiency and competitiveness through digital technology.

Initiatives

Owner

The individual or team responsible for the initiative.

IT Department

Initiatives

Organizational Unit

The organizational unit(s) to which the initiative is linked.

All departments

Initiatives

Goals

Specific objectives of the initiative.

Increase digital adoption by 50%

Initiatives

Progress Tracking

Tools and methods to monitor progress towards initiative goals.

Project management software, regular status reports

Initiatives

Resource Allocation

Distribution and management of resources for initiatives.

Budget, personnel, technology

Initiatives

Dependencies

Other initiatives, processes, or systems that the initiative depends on.

Existing IT infrastructure, staff training programs

Initiatives

Related Initiatives

Initiatives that are related or linked to this initiative.

IT Modernization, Process Automation

Initiatives

Performance Indicators

Metrics used to measure the success and progress of the initiative.

Percentage of digital adoption, project completion rate

Initiatives

Risks

Potential risks associated with the initiative and its implementation.

Resistance to change, budget overruns

Initiatives

Improvement Opportunities

Areas where the initiative can be enhanced or improved.

Increased training, stakeholder engagement

Initiatives

Strategic Alignment

How the initiative aligns with the organization's strategic goals and objectives.

Supports the strategic goal of enhancing operational efficiency

Initiatives

Related strategies

Strategies that are connected or aligned with the primary strategy, providing additional support or focus.

Digital Transformation Strategy

Initiatives

Parent

A high-level capability that encompasses multiple sub-capabilities or child capabilities. It represents a broad area of business functionality.

Customer Management

Initiatives

Child

A specific capability that falls under a broader parent capability. It represents a more granular aspect of business functionality.

Customer Onboarding

Initiatives

Child Program

A specific program that is part of a larger initiative, focusing on a particular set of objectives.

Employee Wellness Program

Products

Title

The name or title of the product.

CRM Software

Products

Description

A detailed explanation of what the product entails.

Software for managing customer relationships and sales processes.

Products

Purpose

The intended purpose or function of the product within the organization.

To improve customer relationship management and increase sales.

Products

Owner

The individual or team responsible for the product.

Product Management Team

Products

Organizational Unit

The organizational unit(s) to which the product is linked.

Sales and Marketing

Products

Lifecycle Management

Strategies for managing the product from inception to retirement.

Product development, launch, maintenance, and retirement

Products

Market Competitiveness

Analysis of how the product compares with competitors.

Competitive pricing, feature comparison

Products

Customer Feedback

Data on customer satisfaction and product performance.

Customer satisfaction surveys, product reviews

Products

Dependencies

Other products, processes, or systems that the product depends on.

Marketing campaigns, support services

Products

Related Products

Products that are related or linked to this product.

Sales Management Software, Marketing Automation Tools

Products

Performance Indicators

Metrics used to measure the success and performance of the product.

Sales revenue, customer satisfaction score

Products

Risks

Potential risks associated with the product and its lifecycle.

Market competition, technological changes

Products

Improvement Opportunities

Areas where the product can be enhanced or improved.

Feature updates, enhanced customer support

Products

Strategic Alignment

How the product aligns with the organization's strategic goals and objectives.

Supports the strategic goal of increasing market share

Products

Product Feature

A specific functionality or characteristic of a product that provides value to users.

Mobile Payment allows customers to make payments using their mobile devices.

Products

Service Element

A component of a service offering that contributes to its overall value and effectiveness.

24/7 Customer Support provides round-the-clock assistance to customers.

Products

Parent

A high-level policy that provides overarching principles or rules guiding business operations. It covers multiple sub-policies.

Customer Management

Products

Child

A specific policy that falls under a broader parent policy. It provides detailed rules and guidelines for a specific aspect of business operations.

Customer Onboarding

Performance

Title

The name or title of the performance metric.

Customer Satisfaction Score

Performance

Description

A detailed explanation of what the performance metric entails.

Measure of customer satisfaction based on survey results.

Performance

Purpose

The intended purpose or function of the performance metric within the organization.

To gauge customer satisfaction and identify areas for improvement.

Performance

Owner

The individual or team responsible for the performance metric.

Customer Service Department

Performance

Organizational Unit

The organizational unit(s) to which the performance metric is linked.

Customer Service

Performance

Inputs

The resources, information, or materials required for the performance metric.

Customer feedback, survey data

Performance

Outputs

The deliverables or results produced by the performance metric.

Customer satisfaction reports

Performance

Performance Indicators

Metrics used to measure the effectiveness and efficiency of the performance metric.

Survey response rate, satisfaction score

Performance

Dependencies

Other metrics, processes, or systems that the performance metric depends on.

Feedback collection tools, data analysis software

Performance

Related Performance Metrics

Performance metrics that are related or linked to this metric.

Net Promoter Score, Customer Retention Rate

Performance

Maturity Level

The current maturity level of the performance metric.

Level 4 - Managed

Performance

Tools and Technologies

Tools and technologies used to support or enable the performance metric.

SurveyMonkey, data analytics software

Performance

Compliance and Standards

Regulatory requirements and standards the performance metric must adhere to.

ISO 9001, industry-specific standards

Performance

Cost

The financial cost associated with implementing and maintaining the performance metric.

Annual budget of $50,000

Performance

Risks

Potential risks associated with the performance metric and its operations.

Low response rates, inaccurate data

Performance

Improvement Opportunities

Areas where the performance metric can be enhanced or improved.

Improved survey design, better data collection methods

Performance

Strategic Alignment

How the performance metric aligns with the organization's strategic goals and objectives.

Supports the strategic goal of enhancing customer satisfaction

Performance

KPI (Key Performance Indicator)

A measurable value that demonstrates how effectively an organization is achieving its key business objectives.

Customer Satisfaction Score measures how happy customers are with a company's products and services.

Performance

Parent

A high-level policy that provides overarching principles or rules guiding business operations. It covers multiple sub-policies.

Customer Management

Performance

Child

A specific policy that falls under a broader parent policy. It provides detailed rules and guidelines for a specific aspect of business operations.

Customer Onboarding

Information Management

Title

The name or title of the information management element.

Data Dictionary

Information Management

Description

A detailed explanation of what the information management element entails.

Definitions and descriptions of data elements used within the organization.

Information Management

Purpose

The intended purpose or function of the information management element within the organization.

To ensure consistent understanding and use of data elements.

Information Management

Owner

The individual or team responsible for the information management element.

Data Management Team

Information Management

Organizational Unit

The organizational unit(s) to which the information management element is linked.

IT Department

Information Management

Inputs

The resources, information, or materials required for the information management element.

Data definitions, metadata

Information Management

Outputs

The deliverables or results produced by the information management element.

Data dictionary entries

Information Management

Processes

The set of processes that define how the information management element operates.

Data collection, data definition

Information Management

Performance Indicators

Metrics used to measure the effectiveness and efficiency of the information management element.

Accuracy of data definitions, frequency of updates

Information Management

Dependencies

Other elements, processes, or systems that the information management element depends on.

Database management system, metadata repository

Information Management

Related Information Elements

Information elements that are related or linked to this element.

Data models, information flow diagrams

Information Management

Maturity Level

The current maturity level of the information management element.

Level 3 - Defined

Information Management

Tools and Technologies

Tools and technologies used to support or enable the information management element.

Metadata management tools, data catalog software

Information Management

Compliance and Standards

Regulatory requirements and standards the information management element must adhere to.

ISO 8000, industry-specific standards

Information Management

Cost

The financial cost associated with implementing and maintaining the information management element.

Annual budget of $100,000

Information Management

Risks

Potential risks associated with the information management element and its operations.

Inconsistent data definitions, outdated information

Information Management

Improvement Opportunities

Areas where the information management element can be enhanced or improved.

Automated data dictionary updates, enhanced data governance

Information Management

Strategic Alignment

How the information management element aligns with the organization's strategic goals and objectives.

Supports the strategic goal of improving data quality

Information Management

Information Component

A piece of data or information used within the organization to support various processes and decision-making.

Customer Data includes personal details, purchase history, and preferences.

Organisation

Title

The name or title of the organisation.

ABC Corporation

Organisation

Description

A detailed explanation of what the organisation entails.

A multinational company specializing in consumer electronics.

Organisation

Structure

The organizational structure of the company.

Hierarchical, Matrix, Flat

Organisation

Mission Statement

The mission of the organization.

To provide innovative technology solutions that improve lives.

Organisation

Vision Statement

The vision of the organization.

To be the global leader in consumer electronics.

Organisation

Values

The core values guiding the organization.

Innovation, Integrity, Customer Focus

Organisation

Strategic Goals

Long-term goals that align with the mission and vision.

Expand market share, Enhance product portfolio

Organisation

Stakeholders

Key stakeholders of the organization.

Customers, Employees, Shareholders

Organisation

Governance

The governance framework and policies.

Corporate Governance Policies, Board of Directors

Organisation

Legal Structure

The legal structure of the organization.

Publicly traded company

Organisation

Geographic Presence

Locations and geographic reach of the organization.

Offices in North America, Europe, Asia

Organisation

Size

The size of the organization in terms of employees, revenue, etc.

10,000 employees, $5 billion annual revenue

Organisation

Culture

The culture within the organization.

Collaborative, Innovative, Customer-centric

Organisation

History

The history and milestones of the organization.

Founded in 1990, IPO in 2000

Organisation

Strategic Initiatives

Key initiatives to drive strategic goals.

Digital Transformation, Sustainability Programs

Organisation

Child Organisation unit

A sub-division within the organization that falls under a broader parent organization unit, representing a specific area of operations.

Marketing Department

Domain

Elements

Sub-Element

Description

Example

Initiative

Program

Title

The name or title of the program.

Employee Wellness Program

Initiative

Program

Description

A detailed explanation of what the program entails.

Initiatives to improve employee health and well-being.

Initiative

Program

Purpose

The intended purpose or function of the program within the organization.

To enhance employee satisfaction and productivity.

Initiative

Program

Owner

The individual or team responsible for the program.

HR Department

Initiative

Program

Organizational Unit

The organizational unit(s) to which the program is linked.

Human Resources

Initiative

Program

Goals

Specific objectives of the program.

Reduce employee turnover by 10%

Initiative

Program

Resources

Resources allocated for the program implementation.

Budget, personnel, wellness tools

Initiative

Program

Timeline

The timeline for achieving the program goals.

2024-2025

Initiative

Program

Performance Indicators

Metrics used to measure the success of the program.

Employee satisfaction score, retention rate

Initiative

Program

Dependencies

Other programs, initiatives, or processes that the program depends on.

Training programs, health benefits

Initiative

Program

Related Programs

Programs that are related or linked to this program.

Leadership Development Program

Initiative

Program

Risks

Potential risks associated with the program and its implementation.

Low participation, budget constraints

Initiative

Program

Improvement Opportunities

Areas where the program can be enhanced or improved.

Increased communication, more diverse wellness activities

Initiative

Program

Strategic Alignment

How the program aligns with the organization's strategic goals and objectives.

Supports the strategic goal of improving employee well-being

Initiative

Program

Parent Initiative

The parent initiative to which this program belongs.

Employee Engagement Initiative

Initiative

Program

Child Projects

Projects that are part of this program.

Health Screening Project, Fitness Program Project

Initiative

Project

Title

The name or title of the project.

CRM Implementation Project

Initiative

Project

Description

A detailed explanation of what the project entails.

Deploying a new CRM system to improve customer relationship management.

Initiative

Project

Purpose

The intended purpose or function of the project within the program.

To enhance customer interaction and streamline processes.

Initiative

Project

Owner

The individual or team responsible for the project.

IT Department

Initiative

Project

Organizational Unit

The organizational unit(s) to which the project is linked.

Sales and Marketing

Initiative

Project

Goals

Specific objectives of the project.

Implement CRM system by Q4 2024

Initiative

Project

Resources

Resources allocated for the project implementation.

Budget, technology, personnel

Initiative

Project

Timeline

The timeline for completing the project.

Jan 2024 - Dec 2024

Initiative

Project

Performance Indicators

Metrics used to measure the success of the project.

System uptime, user adoption rate

Initiative

Project

Dependencies

Other projects, initiatives, or processes that the project depends on.

Existing IT infrastructure, training programs

Initiative

Project

Related Projects

Projects that are related or linked to this project.

Marketing Automation Project

Initiative

Project

Risks

Potential risks associated with the project and its implementation.

Delays in implementation, budget overruns

Initiative

Project

Improvement Opportunities

Areas where the project can be enhanced or improved.

Additional training, stakeholder engagement

Initiative

Project

Strategic Alignment

How the project aligns with the organization's strategic goals and objectives.

Supports the strategic goal of enhancing customer relationship management

Initiative

Project

Parent Program

The parent program to which this project belongs.

Customer Relationship Management Program

Initiative

Project

Child Projects

Projects that are part of this project (if applicable).

Data Migration Project, User Training Project

Value Stream

Value Stream Stage

Title

The name or title of the value stream stage.

Order Processing

Value Stream

Value Stream Stage

Description

A detailed explanation of what the value stream stage entails.

Processing customer orders including verification and fulfillment.

Value Stream

Value Stream Stage

Purpose

The intended purpose or function of the value stream stage within the value stream.

To ensure accurate and efficient order processing.

Value Stream

Value Stream Stage

Owner

The individual or team responsible for the value stream stage.

Operations Department

Value Stream

Value Stream Stage

Organizational Unit

The organizational unit(s) to which the value stream stage is linked.

Supply Chain Management

Value Stream

Value Stream Stage

Inputs

The resources, information, or materials required for the value stream stage.

Customer orders, inventory data

Value Stream

Value Stream Stage

Outputs

The deliverables or results produced by the value stream stage.

Processed orders, shipping labels

Value Stream

Value Stream Stage

Performance Indicators

Metrics used to measure the effectiveness and efficiency of the value stream stage.

Order processing time, accuracy rate

Value Stream

Value Stream Stage

Dependencies

Other value stream stages, processes, or systems that the value stream stage depends on.

Inventory management system, order management system

Value Stream

Value Stream Stage

Risks

Potential risks associated with the value stream stage and its operations.

Delays in processing, errors in order fulfilment

Value Stream

Value Stream Stage

Improvement Opportunities

Areas where the value stream stage can be enhanced or improved.

Automation, improved training

Value Stream

Value Stream Stage

Strategic Alignment

How the value stream stage aligns with the organization's strategic goals and objectives.

Supports the strategic goal of efficient order fulfilment

Value Stream

Value Stream Stage

Enabling Capability

The capability that enables this value stream stage.

Inventory Management Capability

Organisation

Organisation Unit

Title

The name or title of the organizational unit.

Sales Department

Organisation

Organisation Unit

Description

A detailed explanation of what the organizational unit entails.

Manages all sales activities and customer relationships.

Organisation

Organisation Unit

Purpose

The intended purpose or function of the organizational unit within the organization.

To drive revenue growth through effective sales strategies.

Organisation

Organisation Unit

Owner

The individual or team responsible for the organizational unit.

Sales Director

Organisation

Organisation Unit

Parent Unit

The parent organizational unit to which this unit reports.

Marketing Division

Organisation

Organisation Unit

Child Units

Sub-units that report to this organizational unit.

Regional Sales Teams, Sales Support

Organisation

Organisation Unit

Roles

Specific roles within the organizational unit.

Sales Manager, Sales Representative

Organisation

Organisation Unit

Processes

Key processes carried out by the organizational unit.

Lead generation, sales reporting

Organisation

Organisation Unit

Performance Indicators

Metrics used to measure the effectiveness and efficiency of the organizational unit.

Sales targets, customer acquisition rate

Organisation

Organisation Unit

Dependencies

Other units, processes, or systems that the organizational unit depends on.

Marketing department, CRM system

Organisation

Organisation Unit

Related Units

Organizational units that are related or linked to this unit.

Customer Service, Marketing

Organisation

Organisation Unit

Risks

Potential risks associated with the organizational unit and its operations.

Sales shortfalls, high turnover

Organisation

Organisation Unit

Improvement Opportunities

Areas where the organizational unit can be enhanced or improved.

Enhanced training, better incentives

Organisation

Organisation Unit

Strategic Alignment

How the organizational unit aligns with the organization's strategic goals and objectives.

Supports the strategic goal of revenue growth

Capability

Process

Title

The name or title of the process.

Lead Generation

Capability

Process

Description

A detailed explanation of what the process entails.

Identifying and acquiring potential customers.

Capability

Process

Purpose

The intended purpose or function of the process within the capability.

To generate new business opportunities.

Capability

Process

Owner

The individual or team responsible for the process.

Marketing Department

Capability

Process

Steps

Specific steps involved in the process.

Identify target audience, outreach, follow-up

Capability

Process

Inputs

The resources, information, or materials required for the process.

Customer data, marketing materials

Capability

Process

Outputs

The deliverables or results produced by the process.

Qualified leads, contact lists

Capability

Process

Performance Indicators

Metrics used to measure the effectiveness and efficiency of the process.

Number of leads generated, conversion rate

Capability

Process

Dependencies

Other processes, capabilities, or systems that the process depends on.

CRM system, email marketing tool

Capability

Process

Related Processes

Processes that are related or linked to this process.

Lead Nurturing, Sales Follow-up

Capability

Process

Risks

Potential risks associated with the process and its operations.

Low response rates, data inaccuracies

Capability

Process

Improvement Opportunities

Areas where the process can be enhanced or improved.

Better targeting, automated outreach

Capability

Process

Strategic Alignment

How the process aligns with the organization's strategic goals and objectives.

Supports the strategic goal of increasing customer acquisition

Capability

Process

Enables Capability

The capability that this process enables.

Sales Capability

Performance

KPIs

Title

The name or title of the KPI.

Customer Satisfaction Score

Performance

KPIs

Description

A detailed explanation of what the KPI entails.

Measure of customer satisfaction based on survey results.

Performance

KPIs

Purpose

The intended purpose or function of the KPI within the performance measurement framework.

To gauge customer satisfaction and identify areas for improvement.

Performance

KPIs

Owner

The individual or team responsible for the KPI.

Customer Service Department

Performance

KPIs

Measurement Method

How the KPI is measured.

Customer surveys, feedback forms

Performance

KPIs

Targets

Specific targets or benchmarks for the KPI.

Achieve a satisfaction score of 8/10

Performance

KPIs

Frequency

How often the KPI is measured and reported.

Quarterly

Performance

KPIs

Data Source

The source of data for the KPI measurement.

Customer feedback system

Performance

KPIs

Related KPIs

KPIs that are related or linked to this KPI.

Net Promoter Score, Customer Retention Rate

Performance

KPIs

Dependencies

Other KPIs, processes, or systems that the KPI depends on.

Customer support performance, product quality

Performance

KPIs

Risks

Potential risks associated with the KPI measurement and its interpretation.

Low response rates, biased feedback

Performance

KPIs

Improvement Opportunities

Areas where the KPI measurement can be enhanced or improved.

Improved survey design, better data collection methods

Performance

KPIs

Strategic Alignment

How the KPI aligns with the organization's strategic goals and objectives.

Supports the strategic goal of enhancing customer satisfaction

Strategy

Business Objectives

Title

The name or title of the business objective.

Increase Market Share

Strategy

Business Objectives

Description

A detailed explanation of what the business objective entails.

Strategies and actions aimed at increasing the company’s market presence and customer base.

Strategy

Business Objectives

Purpose

The intended purpose or function of the business objective.

To achieve a higher market penetration and boost sales.

Strategy

Business Objectives

Owner

The individual or team responsible for the business objective.

Marketing Department

Strategy

Business Objectives

Organizational Unit

The organizational unit(s) to which the business objective is aligned.

Sales and Marketing

Strategy

Business Objectives

Metrics

The measurable indicators used to assess the success of the objective.

Market Share Percentage, Sales Growth Rate

Strategy

Business Objectives

Timeline

The timeframe within which the business objective should be achieved.

Q1 2024 - Q4 2024

Strategy

Business Objectives

Stakeholders

The stakeholders involved or affected by the business objective.

Customers, Sales Team, Investors

Strategy

Functions

Title

The name or title of the function.

Customer Support

Capability

Functions

Description

A detailed explanation of what the function involves.

Providing assistance and support to customers regarding products and services.

Capability

Functions

Purpose

The intended purpose or function of the activity.

To ensure customer satisfaction and resolve issues.

Capability

Functions

Owner

The individual or team responsible for the function.

Customer Service Department

Capability

Functions

Organizational Unit

The organizational unit(s) where the function resides.

Customer Relations

Capability

Functions

Inputs

The inputs required to perform the function.

Customer Queries, Support Tickets

Capability

Functions

Outputs

The outputs or deliverables produced by the function.

Resolved Issues, Customer Feedback Reports

Capability

Functions

Processes

The processes involved in the function.

Issue Resolution Process, Feedback Collection Process

Information

Information Components

Title

The name or title of the information component.

Customer Data

Information

Information Components

Description

A detailed explanation of the information component.

Information related to customers including personal details, purchase history, and preferences.

Information

Information Components

Purpose

The intended use or function of the information component.

To personalize customer interactions and improve service quality.

Information

Information Components

Owner

The individual or team responsible for managing the information.

Data Management Team

Information

Information Components

Organizational Unit

The organizational unit(s) using the information component.

Sales and Marketing, Customer Service

Information

Information Components

Data Sources

The sources from which the information is collected.

CRM System, Online Forms

Information

Information Components

Data Quality

The quality measures and standards for the information component.

Accuracy, Completeness, Consistency

Information

Information Components

Security

The security measures applied to protect the information.

Encryption, Access Controls

Product

Product Features

Title

The name or title of the product feature.

Mobile Payment

Product

Product Features

Description

A detailed explanation of what the product feature entails.

Allowing customers to make payments using their mobile devices.

Product

Product Features

Purpose

The intended purpose or benefit of the product feature.

To provide convenience and enhance user experience.

Product

Product Features

Owner

The individual or team responsible for the product feature.

Product Development Team

Product

Product Features

Organizational Unit

The organizational unit(s) involved in the product feature.

Technology, Finance

Product

Product Features

User Stories

The user stories or use cases related to the product feature.

As a customer, I want to pay using my smartphone so that I can avoid carrying cash.

Product

Product Features

Technical Specifications

The technical details and requirements of the product feature.

Compatibility with major mobile platforms, Secure Payment Gateway Integration

Product

Product Features

Release Plan

The plan for releasing the product feature.

Beta Release in Q3 2024, Full Release in Q4 2024

Product

Service Elements

Title

The name or title of the service element.

24/7 Customer Support

Product

Service Elements

Description

A detailed explanation of what the service element entails.

Round-the-clock support services available to customers via multiple channels.

Product

Service Elements

Purpose

The intended purpose or benefit of the service element.

To provide continuous support and enhance customer satisfaction.

Product

Service Elements

Owner

The individual or team responsible for the service element.

Customer Service Department

Product

Service Elements

Organizational Unit

The organizational unit(s) involved in the service element.

Customer Relations, IT Support

Product

Service Elements

Service Level Agreements

The SLAs associated with the service element.

Response Time within 30 minutes, Resolution Time within 24 hours

Product

Service Elements

Channels

The channels through which the service is provided.

Phone, Email, Live Chat

Product

Service Elements

Customer Feedback

The methods for collecting and analyzing customer feedback.

Customer Satisfaction Surveys, Feedback Forms

Capability

Capability Components

Title

The name or title of the capability component.

Data Analytics

Capability

Capability Components

Description

A detailed explanation of what the capability component involves.

Tools and processes for analyzing data to extract insights.

Capability

Capability Components

Purpose

The intended purpose or benefit of the capability component.

To support data-driven decision making.

Capability

Capability Components

Owner

The individual or team responsible for the capability component.

Data Science Team

Capability

Capability Components

Organizational Unit

The organizational unit(s) utilizing the capability component.

Business Intelligence, Marketing

Capability

Capability Components

Technologies

The technologies and tools used for the capability component.

Data Warehouses, Analytics Platforms

Capability

Capability Components

Processes

The processes involved in the capability component.

Data Collection, Data Processing, Data Visualization

Capability

Capability Components

Skills

The skills and competencies required for the capability component.

Data Analysis, Statistical Modeling, Machine Learning

Stakeholder

Stakeholder Requirements

Title

The name or title of the stakeholder requirement.

User Authentication

Stakeholder

Stakeholder Requirements

Description

A detailed explanation of the stakeholder requirement.

Requirement for secure and reliable authentication mechanisms for users.

Stakeholder

Stakeholder Requirements

Purpose

The intended purpose or benefit of the stakeholder requirement.

To ensure security and protect user data.

Stakeholder

Stakeholder Requirements

Owner

The individual or team responsible for fulfilling the requirement.

Security Team

Stakeholder

Stakeholder Requirements

Organizational Unit

The organizational unit(s) impacted by the requirement.

IT, User Experience

Stakeholder

Stakeholder Requirements

Acceptance Criteria

The criteria for accepting the stakeholder requirement.

Successful login without security breaches, Multi-Factor Authentication enabled

Stakeholder

Stakeholder Requirements

Dependencies

The dependencies related to the stakeholder requirement.

Integration with existing security infrastructure, User Training

Stakeholder

Stakeholder Requirements

Regulatory Compliance

The regulatory requirements associated with the stakeholder requirement.

GDPR, HIPAA