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Introduction
The home page dashboard in the Orthogramic application offers significant benefits for managing business processes effectively. It is designed to help users streamline their responsibilities, track progress, and make informed decisions. This dashboard provides an integrated view of various tasks and personalized recommendations tailored to different roles within an organization, including Business Architects, COOs, CIOs, EPMO Managers, Strategists, Enterprise Architects, and Product Managers.
Recommendations
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Focus on reviewing and approving documents, assessing content coverage, and integrating new data with existing information.
Assign document priorities and evaluate document quality to support business goals.
COOs
Monitor operational efficiency, implement strategic initiatives, and ensure compliance with regulatory standards.
Optimize resource allocation and leverage data analytics for operational insights.
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Here are various task types that could be displayed on the home page of the Orthogramic app to help users manage their responsibilities effectively:
Business Architect
Tasks
Review and Approve Documents Uploaded by Other Users
Catalyst: New documents are uploaded.
Description: Review documents that have been uploaded by other users to ensure they meet the required standards before they are integrated into the system.
Example: Approve or request modifications for the new HR policy document uploaded by the compliance team.
Assess Content Coverage of Newly Uploaded Documents
Catalyst: A document uploaded cannot be categorised to any document type.
Description: Evaluate the content coverage of new documents to ensure they meet organisational standards and can be properly categorised.
Example: Assess the new training manual to determine if it fits under the existing document types.
Assess Content Coverage of Newly Uploaded Documents
Catalyst: A document uploaded does not hold information about the organisation.
Description: Evaluate the content of new documents to ensure they include necessary information about the organisation and its operations.
Example: Review a newly uploaded project proposal to check for the inclusion of the organisation's strategic objectives.
Merge New Data with Existing Business Architecture Information
Catalyst: New documents are uploaded and include additional business architecture domain data for an organisational unit.
Description: Integrate new data with existing business architecture information to keep it up-to-date.
Example: Merge recent market analysis data with the strategic planning documents.
Map Data Coverage Across Organisational Layers
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Catalyst: No organisation alignment coverage has been reviewed and approved.
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Description: Visualise and map the coverage of data across different organisational layers to identify gaps.
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Assign Document Priorities
Catalyst: New documents uploaded.
Description: Determine and assign priorities to various documents based on their importance and urgency.
Example: Prioritise regulatory compliance documents over internal memos.
Evaluate Document Quality and Relevance
Catalyst: Uploaded documents are consistently poor in quality and relevance.
Description: Assess the quality and relevance of documents to ensure they support business goals.
Example: Review the quality of new supplier contracts and provide feedback for improvement.
Track and Monitor Document Review Progress
Catalyst: Strategy is 6 months from expiration.
Description: Keep track of the progress of document reviews and ensure timely completion.
Example: Monitor the review status of the annual business report.
Monitor Compliance with Industry Standards
Catalyst: The organisation has a lower level of organisation alignment coverage than other industry peers.
Description: Ensure that all documents and processes comply with relevant industry standards and regulations.
Example: Check compliance of new safety procedures with ISO standards.
Critical New Document Added
Catalyst: A document assessed to be of critical priority is uploaded.
Description: Immediate review and action required for documents deemed critical.
Example: A document describes a new law having been enacted that affects the organisation.
Recommendations
Encourage New Users on Orthogramic Features
Catalyst: New user logs in but does not perform any actions.
Description: Provide guidance and encouragement to new users on how to utilise Orthogramic features effectively.
Example: Send a tutorial or walkthrough to a new user who hasn't started using the platform after logging in.
Next Steps for Users
Catalyst: A user is adding/editing documents but has not yet updated any business architecture domain data.
Description: Provide recommendations to users on next steps to build a comprehensive business architecture domain model.
Example: Suggest adding domain data related to strategic planning after a user uploads several strategic documents.
Next Steps for Users
Catalyst: A user has updated business architecture domain data but has not added/edited documents.
Description: Provide recommendations to users on next steps to ensure their business architecture domain data is supported by relevant documents.
Example: Recommend uploading supporting documents like process maps and workflow charts after updating the business process architecture data.
Schedule and Conduct Stakeholder Meetings
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Catalyst: Business architecture domain data for an organisation unit is either in a good state or a poor state, so it’s important to get access to more relevant documents or stakeholders.
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Description: Plan and conduct meetings with key stakeholders to discuss document updates and changes.
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COO (Chief Operating Officer)
Tasks
Monitor Operational Efficiency
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Catalyst: Quarterly resource assessment.
Description: Optimise the allocation of resources to maximise operational efficiency.
Example: Reallocate resources to high-priority projects based on current needs and performance metrics.
Recommendations
Leverage Data Analytics for Operational Insights
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CIO (Chief Information Officer)
Tasks
Oversee IT Infrastructure
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Catalyst: Ongoing need for technological advancement.
Description: Encourage and implement innovative IT solutions to improve business processes.
Example: Introduce a new AI-powered data analytics tool to enhance decision-making.
Recommendations
Implement Predictive Analytics for IT Infrastructure
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EPMO Manager (Enterprise Project Management Office Manager)
Tasks
Standardise Project Management Practices
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Catalyst: New project managers join the organisation.
Description: Provide training and development opportunities for project managers.
Example: Organise a training session on advanced project management techniques.
Recommendations
Optimize Project Portfolio Management
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Catalyst: Bi-weekly project status update meetings.
Recommendation: Utilize Orthogramic’s communication features to keep stakeholders informed about project progress and any changes in project scope or timelines.
Action: Set up automated reports and alerts in Orthogramic to regularly update stakeholders on project status, ensuring transparency and timely communication.
Strategist
Tasks
Develop Strategic Plans
Catalyst: Annual strategic planning cycle.
Description: Develop comprehensive strategic plans to guide the organisation’s future direction.
Example: Create a strategic plan focused on expanding into new markets.
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Catalyst: Identified opportunities or challenges.
Description: Provide strategic recommendations to the executive team.
Example: Recommend entering a new market based on market analysis and potential for growth.
Recommendations
Integrate Market Analysis with Strategic Planning
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Catalyst: Monthly strategic initiative review meetings.
Recommendation: Use Orthogramic to track the progress and outcomes of strategic initiatives. This helps in assessing the effectiveness of strategies and making necessary adjustments.
Action: Set up a dashboard in Orthogramic to monitor key performance indicators (KPIs) related to strategic initiatives and review this dashboard quarterly.
Enterprise Architect
Tasks
Design and Maintain Enterprise Architecture
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Catalyst: Annual IT planning cycle.
Description: Support strategic IT planning by providing architectural insights and recommendations.
Example: Provide input on the IT strategic plan to ensure alignment with the enterprise architecture.
Recommendations
Maintain Real-Time Architecture Alignment
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Catalyst: Quarterly architecture improvement planning sessions.
Recommendation: Use Orthogramic to identify areas of the architecture that need improvement and track the implementation of enhancement initiatives.
Action: Establish a continuous improvement plan within Orthogramic and review progress monthly to ensure architectural improvements are on track.
Product Manager
Tasks
Develop Product Roadmaps
Catalyst: Product planning cycle.
Description: Develop and maintain product roadmaps to guide product development and launches.
Example: Create a roadmap for the next major release of a software product.
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Catalyst: Post-launch reviews.
Description: Gather and analyse customer feedback to inform product improvements.
Example: Conduct a customer survey to gather feedback on the latest product release and identify areas for improvement.
Recommendations
Enhance Product Development with User Feedback
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