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These are the defining questions and options in the Merge capability popup to define the method of update merge.
Defining question | Option A | Option B | Option C |
Fully integrate the processes, functions, and elements of both capabilities into the Target capability? | Yes | No | |
Discard duplicate or conflicts in processes, functions, and elements? | Yes | No | |
Prioritize specific attributes (e.g. performance indicators, dependencies) from which capability? | Source | Target | |
If the capabilities are in different business units, should the updated capability maintain relevance to: | Both | Business Unit 1 | Business Unit 2 |
Link the dependencies from each business unit? | Yes | No |
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If the capabilities are in the same business unit: |
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Streamline the dependencies and processes within that unit? | Yes | No |
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Create unified dependencies? | Yes | No |
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Combine attribute data from both or select from one? | Source | Target |
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Prioritise a capability when merging their technologies and tools? | Source | Target |
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Include the risks and opportunities from which capability? | Source | Target |
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If from different business units, align the Target capability with the strategic objectives from the Source? | Yes | No | |
Retain both child elements, processes, and functions under the new merged capability? | Yes | No | |
Preference which capability for elements, processes, and functions? | Source | Target | |
Integrate child processes | Yes | No |
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Discard redundant processes | Yes | No |
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Update merge clarification popup tooltips
Defining question | Tooltip |
Fully integrate the processes, functions, and elements of both capabilities into the Target capability? | Choose 'Yes' to combine all elements seamlessly from each source; select 'No' to keep them separate. |
Discard duplicate or conflicts in processes, functions, and elements? | Select 'Yes' to eliminate duplicates or conflicting elements; choose 'No' to retain them. |
Prioritize specific attributes (e.g. performance indicators, dependencies) from which capability? | Choose 'Source' if prioritizing attributes from the original source, or 'Target' for attributes from the target system. |
If the capabilities are in different business units, should the updated capability maintain relevance to: | Select 'Both' to merge capabilities from both business units, or specify a preference between Business Unit 1 or Business Unit 2. |
Link the dependencies from each business unit? | Choose 'Yes' to create links between dependencies; select 'No' to handle them separately. |
If the capabilities are in the same business unit: | N/A |
Streamline the dependencies and processes within that unit? | Opt for retaining only key processes that align with strategic goals; otherwise, retain all. |
Create unified dependencies? | Consider linking supporting documents across units for comprehensive integration. |
Combine attribute data from both or select from one? | Prioritize attributes from one capability over the other. |
Prioritise a capability when merging their technologies and tools? | Prioritize technologies and tools from one capability over the other. |
Include the risks and opportunities from which capability? | Include risks and opportunities from one capability over the other. |
If from different business units, align the Target capability with the strategic objectives from the Source? | Choose 'Yes' to adopt strategic objectives from the Source capability into the Target capability's framework; select 'No' to maintain separate strategic alignments. |
Retain both child elements, processes, and functions under the new merged capability? | Select 'Yes' to preserve all child elements from both capabilities; choose 'No' to selectively maintain elements based on other merge preferences. |
Preference which capability for elements, processes, and functions? | Choose 'Source' to prioritize elements from the original capability, or 'Target' to favor elements from the target capability when conflicts arise. |
Integrate child processes | Decide on the level of customization required for the integrated capabilities. |
Discard redundant processes | Select 'Yes' to automatically remove duplicate or overlapping processes; choose 'No' to manually review and decide on process retention. |
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