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Introduction

This provides a detailed overview of the supported Document Types used within organizational frameworks. Each document type is categorized by its primary business architecture domain and includes descriptions of their roles and uses within the organization. These document types are essential for business analysis, strategic planning, and operational execution, ensuring alignment with strategic objectives and enhancing overall organizational effectiveness.

Key Features

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  • Descriptions and Roles: Comprehensive descriptions of each document type, highlighting their roles and uses in business processes.

  • Supported Document Types: A list of supported document types within Orthogramic, ensuring users can leverage the full range of document management capabilities.

Document types

Each document type is defined by their primary Business Architecture domain and provides a categorisation and detailed description of their roles and uses within the organization. These document types are essential for business analysis, strategic planning, and operational execution, ensuring alignment with strategic objectives and enhancing overall organizational effectiveness.

Document Categories

Capabilities

  • Business Capability Assessment: Evaluates the maturity and effectiveness of business capabilities.

  • Capability Heat Map: Highlights areas of strength and opportunities for improvement within the capability map.

  • Capability Map: Visual representation of the organization's capabilities aligned with its strategic objectives.

Information Management

  • Data Dictionary: Provides definitions and descriptions for data elements used within the organization.

  • Data Model: Describes the structure of the organization's data and relationships between data entities.

  • Information Flow Diagram: Illustrates the flow of information between business processes and systems.

Technology Architecture

  • IT Architecture Models: Representations of IT systems and their relationships.

  • System Architecture Diagram: High-level view of the organization's IT systems and their interactions.

  • Technology Roadmap: Timeline and milestones for implementing new technologies and retiring legacy systems.

Strategic Documentation

  • Mission Statement: Defines the core purpose and focus of the organization.

  • Strategic Plan: High-level document outlining the long-term vision, mission, goals, and strategic initiatives of the organization.

  • SWOT Analysis: Identifies strengths, weaknesses, opportunities, and threats facing the organization.

Performance Management

  • Key Performance Indicators (KPIs): Metrics used to measure the organization's performance against strategic goals.

  • Performance Dashboard: Visual tool that displays key metrics and performance indicators in real-time.

  • Benchmarking Report: Comparative analysis of the organization's performance against industry standards and best practices.

Risk and Compliance

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Risk Register: Document that identifies, assesses, and manages risks facing the organization.

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Compliance Reports: Documents ensuring adherence to regulations and standards.

...

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Supported document types

Primary Business Architecture domain

Category

Artifact Type

Description

Capabilities

Business Capability

Capability Assessment

Evaluation of the maturity and effectiveness of each business capability.

Capabilities

Business Capability

Capability Heat Map

Highlights areas of strength and opportunities for improvement within the capability map.

Capabilities

Business Capability

Capability Map

Visual representation of the organization's capabilities aligned with its strategic objectives.

Capabilities

Business Documentation

Business Architecture Models

Detailed models of business structures and operations

Capabilities

Capability Analysis

Capability Maps

Visual representations of organizational capabilities

Capabilities

Capability Analysis

Capability Maturity Assessments

Evaluations of the maturity of organizational capabilities

Information

Business Information

Data Dictionary

Provides definitions and descriptions for data elements used within the organization.

Information

Business Information

Data Model

Describes the structure of the organization's data and relationships between data entities.

Information

Business Information

Information Flow Diagram

Illustrates the flow of information between business processes and systems.

Information

Data Management

Data Dictionaries

Catalogs of data elements and definitions

Information

Data Management

Data Flow Diagrams

Visual representations of data movement within systems

Information

Data Management

Information Models

Representations of information flows and structures

Information

IT Documentation

IT Architecture Models

Representations of IT systems and their relationships

Information

Technology Architecture

Application Portfolio

Inventory of the organization's software applications, their capabilities, and relationships.

Information

Technology Architecture

System Architecture Diagram

High-level view of the organization's IT systems and their interactions.

Information

Technology Architecture

Technology Roadmap

Timeline and milestones for implementing new technologies and retiring legacy systems.

Initiatives

Change Management

Change Management Plan

Outlines the approach, processes, and tools for managing change within the organization.

Initiatives

Change Management

Change Management Plans

Strategies for managing organizational change

Initiatives

Implementation Planning

Implementation Roadmaps

Plans for executing strategic initiatives

Initiatives

Project and Initiative Management

Initiative Roadmap

Timeline and milestones for key initiatives and projects.

Initiatives

Project and Initiative Management

Project Charter

Defines the objectives, scope, and stakeholders of a project.

Initiatives

Project and Initiative Management

Project Plan

Detailed plan outlining the tasks, timelines, and resources required for a project.

Initiatives

Project Management

Project Portfolios

Collections of projects aligned with strategic objectives

Innovation

Innovation Documentation

Innovation Plans

Strategies for fostering innovation within an organization

Organisation

Organizational Documentation

Organizational Charts

Diagrams showing the structure of an organization

Organisation

Organizational Documentation

Role Descriptions

Detailed descriptions of organizational roles

Organisation

Organizational Structure

Governance Model

Framework that defines decision-making authority and accountability within the organization.

Organisation

Organizational Structure

Organizational Chart

Visual representation of the organization's structure, showing departments and reporting relationships.

Organisation

Organizational Structure

Role Definition Document

Describes the responsibilities, skills, and competencies required for specific roles within the organization.

Organization

Business Processes

RACI Matrix

Defines roles and responsibilities for process activities using Responsible, Accountable, Consulted, and Informed designations.

Performance

CSR Documentation

Corporate Social Responsibility Reports

Documents outlining social and environmental impact initiatives

Performance

Customer and Market Insights

Customer Feedback Report

Compilation of customer feedback and satisfaction metrics.

Performance

Customer and Market Insights

Market Research Report

Detailed analysis of market trends, customer behavior, and competitive landscape.

Performance

Environmental Documentation

Environmental Impact Assessments

Evaluations of the environmental effects of organizational activities

Performance

Financial Documentation

Budget Plans

Documents outlining financial allocations and projections

Performance

Financial Documentation

Financial Statements

Detailed records of financial activities

Performance

Human Resources

Employee Performance Reviews

Assessments of individual employee performance and development needs.

Performance

Incident Documentation

Incident Reports

Records of incidents and their resolutions

Performance

Operational Metrics

Operational Performance Metrics

Key metrics that measure the efficiency and effectiveness of business operations.

Performance

Performance and Metrics

Benchmarking Report

Comparative analysis of the organization's performance against industry standards and best practices.

Performance

Performance and Metrics

Key Performance Indicators (KPIs)

Metrics used to measure the organization's performance against strategic goals.

Performance

Performance and Metrics

Performance Dashboard

Visual tool that displays key metrics and performance indicators in real-time.

Performance

Performance Management

KPI Dashboards

Visual displays of key performance indicators

Performance

Performance Management

Performance Reports

Documents tracking performance against strategic goals

Performance

Performance Management

Process Performance Metrics

Measurements of the efficiency and effectiveness of business processes

Performance

Quality Management

Quality Assurance Plans

Strategies for maintaining and improving quality

Performance

Resource Management

Resource Allocation Plans

Strategies for distributing organizational resources

Performance

Risk and Compliance

Risk Register

Document that identifies, assesses, and manages risks facing the organization.

Policy

Compliance Documentation

Compliance Reports

Documents ensuring adherence to regulations and standards

Policy

Governance Documentation

Governance Frameworks

Structures and processes for organizational governance

Policy

Legal Documentation

Legal and Regulatory Reports

Documents ensuring compliance with legal and regulatory requirements

Policy

Policy and Regulatory Framework

Governance Framework

High-level framework outlining the governance structure, decision-making processes, and accountability mechanisms.

Policy

Policy and Regulatory Framework

Legislative Framework

Documents that outline the legal and regulatory mandates and authority under which the organization operates.

Policy

Policy and Regulatory Framework

Policy Documents

Comprehensive documents detailing specific policies, regulations, and guidelines that govern the organization's operations.

Policy

Risk and Compliance

Compliance Matrix

Maps regulatory requirements to business processes and controls to ensure compliance.

Policy

Training Documentation

Training and Development Plans

Strategies for employee skill development

Product

Product Development

Product Development Plans

Detailed plans outlining the stages of product development from concept to launch.

Product

Product Feedback

Product Feedback Reports

Reports gathered from customers providing feedback on a product.

Product

Product Launch

Product Launch Plans

Plans detailing the steps to successfully introduce a new product to the market.

Product

Product Management

Product Lifecycle Management Documents

Documents that manage the entire lifecycle of a product from inception through design, manufacturing, and disposal.

Product

Product Management

Product Roadmaps

Plans outlining product development and timelines

Product

Product Marketing

Product Marketing Plans

Plans focused on promoting and selling a product to target markets.

Product

Product Performance

Product Performance Reports

Reports assessing the performance metrics of a product post-launch.

Product

Product Planning

Product Roadmaps

A high-level visual summary that maps out the vision and direction of a product offering over time.

Product

Product Planning

Product Roadmaps

A high-level visual summary that maps out the vision and direction of a product offering over time.

Product

Product Pricing

Product Pricing Strategies

Strategies and methodologies for setting the price of a product.

Product

Product Requirements

Product Requirements Documents

Documents specifying the requirements and functionalities for a new product.

Product

Product Strategy

Product Strategy Documents

Strategic documents outlining the long-term vision and goals for a product.

Stakeholder

Customer Insights

Customer Feedback Reports

Summaries of customer feedback and insights

Stakeholder

Customer Management

Customer Relationship Management Plans

Strategies for managing customer interactions and relationships

Stakeholder

Employee Insights

Employee Surveys

Surveys capturing employee opinions and satisfaction

Stakeholder

Stakeholder Analysis

Stakeholder Map

Identifies and categorizes stakeholders based on their influence and interest.

Stakeholder

Stakeholder Analysis

Stakeholder Requirements Document

Captures the needs and expectations of stakeholders.

Stakeholder

Stakeholder Management

Stakeholder Analysis Reports

Evaluations of stakeholder interests and influences

Stakeholder

Strategic Documentation

Customer Journey Maps

Visual representations of customer interactions and experiences

Strategy

Analytical Reports

PEST Analysis Reports

Documents analyzing political, economic, social, and technological factors

Strategy

Business Strategy and Vision

Balanced Scorecard

Performance management tool that provides a view of organizational performance across multiple perspectives.

Strategy

Business Strategy and Vision

Mission Statement

Defines the core purpose and focus of the organization.

Strategy

Business Strategy and Vision

Strategic Objectives

High-level goals that drive the organization's strategy and decision-making.

Strategy

Business Strategy and Vision

Strategic Plan

High-level document outlining the long-term vision, mission, goals, and strategic initiatives of the organization.

Strategy

Business Strategy and Vision

SWOT Analysis

Identifies strengths, weaknesses, opportunities, and threats facing the organization.

Strategy

Business Strategy and Vision

Vision Statement

Articulates the long-term aspirational goals of the organization.

Strategy

Corporate Reporting

Annual Report

Comprehensive overview of the organization's activities, achievements, and financial performance over the past year.

Strategy

Corporate Reporting

Corporate Social Responsibility (CSR) Report

Initiatives and performance related to social responsibility.

Strategy

Corporate Reporting

Investor Relations Presentation

Key information for investors, including financial performance and strategic initiatives.

Strategy

Corporate Reporting

Quarterly report

Detailed financial and operational performance for the quarter, including key metrics, progress updates, and analysis.

Strategy

Corporate Reporting

Sustainability Report

Environmental, social, and governance (ESG) performance and initiatives.

Strategy

Enterprise Architecture

Enterprise Architecture Frameworks

Comprehensive frameworks aligning business and IT strategies

Strategy

Financial Management

Budget Plan

Detailed allocation of financial resources across different departments and projects.

Strategy

Financial Management

Cost-Benefit Analysis

Evaluates the financial viability and potential returns of proposed projects.

Strategy

Human Resources

Workforce Plan

Strategic plan for hiring, training, and retaining employees.

Strategy

Market Analysis

Competitive Analysis Reports

Evaluations of competitors and the competitive landscape

Strategy

Marketing Documentation

Marketing Plans

Strategies for promoting products and services

Strategy

Performance Management

Balanced Scorecards

Performance management tools tracking strategic objectives

Strategy

Risk and Compliance

Business Continuity Plan

Strategy and procedures for maintaining business operations during disruptive events.

Strategy

Risk Management

Risk Management Plans

Documents outlining risk identification, assessment, and mitigation strategies

Strategy

Risk Management

Risk Management Strategy

Comprehensive strategy detailing the organization's approach to identifying, assessing, and mitigating risks.

Strategy

Sales Documentation

Sales Plans

Strategies for achieving sales targets

Strategy

Strategic Documentation

Business Cases

Justifications for initiating projects or investments

Strategy

Strategic Documentation

Market Research Reports

Analysis of market conditions and trends

Strategy

Strategic Documentation

Mission Statements

Statements defining an organization's core purpose and focus

Strategy

Strategic Documentation

Strategic Plans

Detailed documents outlining long-term goals and strategies

Strategy

Strategic Documentation

SWOT Analysis Reports

Documents evaluating strengths, weaknesses, opportunities, and threats

Strategy

Strategic Documentation

Vision Statements

Declarations of an organization's future aspirations

Strategy

Sustainability and Resilience

Sustainability Strategy

High-level document outlining the organization's commitment to sustainable practices and resilience planning.

Strategy

Technology and Innovation

IT Strategy

High-level document outlining the strategic direction for the organization's IT and digital transformation initiatives.

Strategy

Workforce Management

Human Capital Plan

Strategic plan for managing the organization's workforce, including hiring, training, and development initiatives.

Value

Business Value

Customer Journey Map

Depicts the customer's experience and interactions with the organization over time.

Value

Business Value

Value Proposition Canvas

Framework to ensure a product or service meets the customer's needs and aligns with their values.

Value

Business Value

Value Stream Map

Visualizes the series of steps that create value for the customer within a specific value stream.

Value

Process Documentation

Business Process Models

Detailed representations of business processes

Value

Process Documentation

Process Flow Diagrams

Detailed flowchart showing the steps, decision points, and flow of a business process.

Value

Supply Chain Management

Supply Chain Management Plans

Strategies for optimizing supply chain operations

Value

Vendor Management

Vendor Management Reports

Evaluations of vendor performance and relationships