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Info

Available to all users

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.

Benefits

Enhanced Task Management:

  • Users can easily review, approve, and manage documents, ensuring they meet organizational standards before integration into the system.

  • Tasks are prioritized based on importance and urgency, facilitating efficient workflow management.

Improved Content Evaluation:

  • The dashboard allows for thorough assessment of newly uploaded documents to ensure content coverage and relevance.

  • It helps in maintaining the quality of business architecture domain data and aligning it with organizational goals.

Effective Data Integration:

  • The system supports the merging of new data with existing business architecture information, keeping it up-to-date and comprehensive.

  • Visual mapping of data coverage across organizational layers helps identify gaps and improve data alignment.

Proactive Compliance Monitoring:

  • Users can monitor compliance with industry standards and regulatory requirements, ensuring all documents and processes adhere to relevant guidelines.

Strategic Recommendations:

  • The dashboard provides actionable recommendations to encourage new users, suggest next steps, and enhance stakeholder communication.

  • It supports the scheduling and conduct of stakeholder meetings to discuss updates and changes, fostering better collaboration.

Recommendations

Business Architects:

  • 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.

CIOs

  • Oversee IT infrastructure, implement IT strategies, and monitor IT performance and security.

    • Foster innovation and use predictive analytics to foresee potential issues.

EPMO Managers

  • Standardize project management practices, monitor project portfolio performance, and facilitate project prioritization.

  • Ensure effective resource management and provide project management training.

Strategists

  • Develop strategic plans, conduct market analysis, and align strategies with organizational goals.

    • Track and evaluate strategic initiatives and provide strategic recommendations.

Enterprise Architects

  • Design and maintain enterprise architecture, evaluate technology solutions, and ensure architecture compliance.

  • Facilitate governance processes and support strategic IT planning.

Product Managers:

  • Develop product roadmaps, define product requirements, and monitor product performance.

  • Coordinate with cross-functional teams and gather customer feedback to enhance product development.

By utilizing the Tasks and Recommendations Dashboard, organizations can ensure a more streamlined, efficient, and effective management of tasks and recommendations, leading to better decision-making and improved overall performance.

User types

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

  • Catalyst: No organisation alignment coverage has been reviewed and approved.

  • Description: Visualise and map the coverage of data across different organisational layers to identify gaps.

  • Example: Create a data coverage map for the marketing and sales departments.

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

  • 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.

  • Description: Plan and conduct meetings with key stakeholders to discuss document updates and changes.

  • Example: Schedule a meeting with the finance team to review the new budget plan.

COO (Chief Operating Officer)

Tasks

Monitor Operational Efficiency

  • Catalyst: Regular operational reviews.

  • Description: Ensure all business operations are running smoothly and efficiently.

  • Example: Review the monthly operations report to identify areas for improvement.

Implement Strategic Initiatives

  • Catalyst: New strategic plans are approved.

  • Description: Oversee the implementation of strategic initiatives across the organisation.

  • Example: Launch a new customer service improvement program.

Evaluate and Approve Operational Budgets

  • Catalyst: Annual budget planning cycle.

  • Description: Review and approve budgets for various departments to ensure alignment with organisational goals.

  • Example: Approve the budget for the upcoming marketing campaign.

Ensure Compliance with Regulatory Standards

  • Catalyst: Updates in industry regulations.

  • Description: Ensure all operations comply with relevant regulatory standards and policies.

  • Example: Review compliance reports to ensure adherence to new safety regulations.

Optimise Resource Allocation

  • 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

  • Catalyst: Monthly operational review meetings.

  • Recommendation: Use the analytics features of Orthogramic to gain deep insights into operational performance. Regularly review the dashboard to identify trends and potential issues before they become critical.

  • Action: Schedule a monthly review of operational metrics on the Orthogramic dashboard to proactively address any emerging issues and improve overall efficiency.

Enhance Cross-Departmental Collaboration

  • Catalyst: Quarterly cross-departmental strategy sessions.

  • Recommendation: Utilize the document management and communication features of Orthogramic to foster better collaboration between departments. Encourage teams to share their updates and insights regularly.

  • Action: Set up a weekly cross-departmental meeting facilitated by Orthogramic’s collaborative tools to ensure alignment on key operational initiatives and share best practices.

CIO (Chief Information Officer)

Tasks

Oversee IT Infrastructure

  • Catalyst: Regular infrastructure reviews.

  • Description: Ensure the organisation’s IT infrastructure is robust, secure, and scalable.

  • Example: Review the IT infrastructure report and approve upgrades to the server system.

Implement IT Strategy

  • Catalyst: Approval of new IT strategy.

  • Description: Oversee the implementation of IT strategy to align with business goals.

  • Example: Launch a new cybersecurity initiative as part of the IT strategy.

Monitor IT Performance and Security

  • Catalyst: Regular performance and security assessments.

  • Description: Ensure IT systems perform optimally and are secure from threats.

  • Example: Review the quarterly IT performance report and address any identified vulnerabilities.

Evaluate and Approve IT Projects

  • Catalyst: Proposal of new IT projects.

  • Description: Review and approve IT projects to ensure they align with organisational goals and provide value.

  • Example: Approve a project to implement a new enterprise resource planning (ERP) system.

Foster Innovation in IT

  • 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

  • Catalyst: Monthly IT performance review meetings.

  • Recommendation: Use Orthogramic’s predictive analytics to foresee potential IT infrastructure issues and address them proactively. This can help in minimizing downtime and improving system reliability.

  • Action: Establish a routine to review predictive analytics reports from Orthogramic and plan maintenance or upgrades based on the insights provided.

Drive Innovation through IT Strategy Workshops

  • Catalyst: Quarterly IT strategy review sessions.

  • Recommendation: Leverage Orthogramic to organize and document IT strategy workshops aimed at fostering innovation. Use the platform to track ideas and turn them into actionable projects.

  • Action: Schedule quarterly IT strategy workshops using Orthogramic’s planning tools, and track the implementation of innovative ideas generated during these sessions.

EPMO Manager (Enterprise Project Management Office Manager)

Tasks

Standardise Project Management Practices

  • Catalyst: Ongoing improvement of project management practices.

  • Description: Ensure project management practices are standardised across the organisation.

  • Example: Develop and implement a standardised project management framework.

Monitor Project Portfolio Performance

  • Catalyst: Regular portfolio reviews.

  • Description: Track and analyse the performance of the project portfolio to ensure alignment with strategic goals.

  • Example: Review the project portfolio performance report and identify projects that need attention.

Facilitate Project Prioritisation

  • Catalyst: New project proposals.

  • Description: Facilitate the prioritisation of projects based on strategic alignment and resource availability.

  • Example: Organise a meeting with stakeholders to prioritise upcoming projects.

Ensure Effective Resource Management

  • Catalyst: Quarterly resource review.

  • Description: Ensure resources are effectively allocated and managed across projects.

  • Example: Review resource allocation reports and make adjustments to ensure project needs are met.

Provide Project Management Training

  • 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

  • Catalyst: Monthly project portfolio review sessions.

  • Recommendation: Use Orthogramic to continuously monitor and optimize the project portfolio. Ensure that all projects are aligned with the strategic goals of the organization.

  • Action: Conduct monthly portfolio reviews using Orthogramic to identify underperforming projects and reallocate resources to higher-priority initiatives.

Enhance Stakeholder Communication

  • 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.

Conduct Market Analysis

  • Catalyst: Need for market insights.

  • Description: Conduct thorough market analysis to inform strategic decisions.

  • Example: Analyse market trends and competitive landscape to identify growth opportunities.

Align Strategies with Organisational Goals

  • Catalyst: Regular strategy reviews.

  • Description: Ensure all strategies align with the overall organisational goals and objectives.

  • Example: Review and adjust the marketing strategy to align with the company’s new growth targets.

Monitor Strategic Initiatives

  • Catalyst: Implementation of strategic initiatives.

  • Description: Track and evaluate the progress of strategic initiatives.

  • Example: Monitor the progress of a new product launch and make adjustments as necessary.

Provide Strategic Recommendations

  • 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

  • Catalyst: Quarterly strategic planning sessions.

  • Recommendation: Use Orthogramic to integrate comprehensive market analysis into the strategic planning process. This ensures that strategic decisions are data-driven and aligned with market realities.

  • Action: Schedule regular market analysis reviews within Orthogramic and incorporate these insights into the strategic planning sessions.

Track Strategic Initiative Outcomes

  • 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

  • Catalyst: Ongoing need for architecture alignment.

  • Description: Design and maintain the enterprise architecture to align with business goals.

  • Example: Develop a new enterprise architecture model to support the organisation’s digital transformation strategy.

Evaluate Technology Solutions

  • Catalyst: Proposal of new technology solutions.

  • Description: Evaluate and recommend technology solutions that align with the enterprise architecture.

  • Example: Assess the suitability of a new cloud platform for the organisation’s needs.

Ensure Architecture Compliance

  • Catalyst: Regular architecture reviews.

  • Description: Ensure all technology solutions comply with the established enterprise architecture standards.

  • Example: Review new software implementations to ensure they align with architecture guidelines.

Facilitate Architecture Governance

  • Catalyst: Ongoing need for governance.

  • Description: Facilitate governance processes to ensure effective management of the enterprise architecture.

  • Example: Organise an architecture review board meeting to discuss proposed changes to the architecture.

Support Strategic IT Planning

  • 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

  • Catalyst: Monthly enterprise architecture review sessions.

  • Recommendation: Leverage Orthogramic’s real-time data capabilities to ensure the enterprise architecture remains aligned with the evolving business needs.

  • Action: Conduct regular architecture reviews using Orthogramic to ensure all systems and processes are aligned with current business objectives and technology trends.

Facilitate Continuous Improvement

  • 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.

Define Product Requirements

  • Catalyst: New product development.

  • Description: Define and prioritise product requirements based on customer needs and market demands.

  • Example: Gather and prioritise requirements for a new feature in the product.

Monitor Product Performance

  • Catalyst: Regular performance reviews.

  • Description: Track and analyse product performance to ensure it meets business objectives.

  • Example: Review the product performance report and make adjustments to improve user satisfaction.

Coordinate with Cross-Functional Teams

  • Catalyst: Ongoing product development activities.

  • Description: Coordinate with cross-functional teams to ensure successful product development and launch.

  • Example: Organise a meeting with the development and marketing teams to align on the product launch plan.

Gather and Analyse Customer Feedback

  • 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

  • Catalyst: Post-launch product review meetings.

  • Recommendation: Use Orthogramic to systematically collect and analyze user feedback, incorporating these insights into the product development process.

  • Action: Set up a feedback loop in Orthogramic where user feedback is regularly collected, analyzed, and integrated into the product roadmap.

Streamline Product Launches

...

Catalyst: Product launch planning sessions.

...

Recommendation: Leverage Orthogramic’s project management features to streamline the product launch process, ensuring all tasks are completed on time and all stakeholders are informed.

...

Example recommendation

...

This image features a recommendation summary highlighting the importance of influencing a key stakeholder to provide remaining business architecture documents. It emphasizes using a structured approach, including setting up an influencing program, tailoring communication strategies, and demonstrating the value of comprehensive documentation with tangible benefits and quick wins. The image also includes a visual indicator showing a 35% improvement metric when following this recommendation.

Meeting agenda setting

...

This image displays a meeting agenda designed to influence a key stakeholder to provide remaining documents for comprehensive data coverage. The agenda includes sections such as welcome and introductions, the importance of comprehensive data coverage, influencing strategy, utilizing promotion tools, and next steps. The subject of the meeting is focused on strategic discussions around data coverage, and it outlines key actions and talking points to ensure stakeholder alignment.

Recommendations

COOs

  • Monitor operational efficiency, implement strategic initiatives, and ensure compliance with regulatory standards.

  • Optimize resource allocation and leverage data analytics for operational insights.

CIOs

  • Oversee IT infrastructure, implement IT strategies, and monitor IT performance and security.

    • Foster innovation and use predictive analytics to foresee potential issues.

EPMO Managers

  • Standardize project management practices, monitor project portfolio performance, and facilitate project prioritization.

  • Ensure effective resource management and provide project management training.

Strategists

  • Develop strategic plans, conduct market analysis, and align strategies with organizational goals.

    • Track and evaluate strategic initiatives and provide strategic recommendations.

Enterprise Architects

  • Design and maintain enterprise architecture, evaluate technology solutions, and ensure architecture compliance.

  • Facilitate governance processes and support strategic IT planning.

Product Managers:

  • Develop product roadmaps, define product requirements, and monitor product performance.

  • Coordinate with cross-functional teams and gather customer feedback to enhance product development.

By utilizing the Tasks and Recommendations Dashboard, organizations can ensure a more streamlined, efficient, and effective management of tasks and recommendations, leading to better decision-making and improved overall performance.

User types

Here are various task types that could be displayed on the home page of the Orthogramic app to help users manage their responsibilities effectively:

COO (Chief Operating Officer)

Tasks

Monitor Operational Efficiency

  • Catalyst: Regular operational reviews.

  • Description: Ensure all business operations are running smoothly and efficiently.

  • Example: Review the monthly operations report to identify areas for improvement.

Implement Strategic Initiatives

  • Catalyst: New strategic plans are approved.

  • Description: Oversee the implementation of strategic initiatives across the organisation.

  • Example: Launch a new customer service improvement program.

Evaluate and Approve Operational Budgets

  • Catalyst: Annual budget planning cycle.

  • Description: Review and approve budgets for various departments to ensure alignment with organisational goals.

  • Example: Approve the budget for the upcoming marketing campaign.

Ensure Compliance with Regulatory Standards

  • Catalyst: Updates in industry regulations.

  • Description: Ensure all operations comply with relevant regulatory standards and policies.

  • Example: Review compliance reports to ensure adherence to new safety regulations.

Optimise Resource Allocation

  • 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

  • Catalyst: Monthly operational review meetings.

  • Recommendation: Use the analytics features of Orthogramic to gain deep insights into operational performance. Regularly review the dashboard to identify trends and potential issues before they become critical.

  • Action: Schedule a monthly review of operational metrics on the Orthogramic dashboard to proactively address any emerging issues and improve overall efficiency.

Enhance Cross-Departmental Collaboration

  • Catalyst: Quarterly cross-departmental strategy sessions.

  • Recommendation: Utilize the document management and communication features of Orthogramic to foster better collaboration between departments. Encourage teams to share their updates and insights regularly.

  • Action: Set up a weekly cross-departmental meeting facilitated by Orthogramic’s collaborative tools to ensure alignment on key operational initiatives and share best practices.

CIO (Chief Information Officer)

Tasks

Oversee IT Infrastructure

  • Catalyst: Regular infrastructure reviews.

  • Description: Ensure the organisation’s IT infrastructure is robust, secure, and scalable.

  • Example: Review the IT infrastructure report and approve upgrades to the server system.

Implement IT Strategy

  • Catalyst: Approval of new IT strategy.

  • Description: Oversee the implementation of IT strategy to align with business goals.

  • Example: Launch a new cybersecurity initiative as part of the IT strategy.

Monitor IT Performance and Security

  • Catalyst: Regular performance and security assessments.

  • Description: Ensure IT systems perform optimally and are secure from threats.

  • Example: Review the quarterly IT performance report and address any identified vulnerabilities.

Evaluate and Approve IT Projects

  • Catalyst: Proposal of new IT projects.

  • Description: Review and approve IT projects to ensure they align with organisational goals and provide value.

  • Example: Approve a project to implement a new enterprise resource planning (ERP) system.

Foster Innovation in IT

  • 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

  • Catalyst: Monthly IT performance review meetings.

  • Recommendation: Use Orthogramic’s predictive analytics to foresee potential IT infrastructure issues and address them proactively. This can help in minimizing downtime and improving system reliability.

  • Action: Establish a routine to review predictive analytics reports from Orthogramic and plan maintenance or upgrades based on the insights provided.

Drive Innovation through IT Strategy Workshops

  • Catalyst: Quarterly IT strategy review sessions.

  • Recommendation: Leverage Orthogramic to organize and document IT strategy workshops aimed at fostering innovation. Use the platform to track ideas and turn them into actionable projects.

  • Action: Schedule quarterly IT strategy workshops using Orthogramic’s planning tools, and track the implementation of innovative ideas generated during these sessions.

EPMO Manager (Enterprise Project Management Office Manager)

Tasks

Standardise Project Management Practices

  • Catalyst: Ongoing improvement of project management practices.

  • Description: Ensure project management practices are standardised across the organisation.

  • Example: Develop and implement a standardised project management framework.

Monitor Project Portfolio Performance

  • Catalyst: Regular portfolio reviews.

  • Description: Track and analyse the performance of the project portfolio to ensure alignment with strategic goals.

  • Example: Review the project portfolio performance report and identify projects that need attention.

Facilitate Project Prioritisation

  • Catalyst: New project proposals.

  • Description: Facilitate the prioritisation of projects based on strategic alignment and resource availability.

  • Example: Organise a meeting with stakeholders to prioritise upcoming projects.

Ensure Effective Resource Management

  • Catalyst: Quarterly resource review.

  • Description: Ensure resources are effectively allocated and managed across projects.

  • Example: Review resource allocation reports and make adjustments to ensure project needs are met.

Provide Project Management Training

  • 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

  • Catalyst: Monthly project portfolio review sessions.

  • Recommendation: Use Orthogramic to continuously monitor and optimize the project portfolio. Ensure that all projects are aligned with the strategic goals of the organization.

  • Action: Conduct monthly portfolio reviews using Orthogramic to identify underperforming projects and reallocate resources to higher-priority initiatives.

Enhance Stakeholder Communication

  • 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.

Conduct Market Analysis

  • Catalyst: Need for market insights.

  • Description: Conduct thorough market analysis to inform strategic decisions.

  • Example: Analyse market trends and competitive landscape to identify growth opportunities.

Align Strategies with Organisational Goals

  • Catalyst: Regular strategy reviews.

  • Description: Ensure all strategies align with the overall organisational goals and objectives.

  • Example: Review and adjust the marketing strategy to align with the company’s new growth targets.

Monitor Strategic Initiatives

  • Catalyst: Implementation of strategic initiatives.

  • Description: Track and evaluate the progress of strategic initiatives.

  • Example: Monitor the progress of a new product launch and make adjustments as necessary.

Provide Strategic Recommendations

  • 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

  • Catalyst: Quarterly strategic planning sessions.

  • Recommendation: Use Orthogramic to integrate comprehensive market analysis into the strategic planning process. This ensures that strategic decisions are data-driven and aligned with market realities.

  • Action: Schedule regular market analysis reviews within Orthogramic and incorporate these insights into the strategic planning sessions.

Track Strategic Initiative Outcomes

  • 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

  • Catalyst: Ongoing need for architecture alignment.

  • Description: Design and maintain the enterprise architecture to align with business goals.

  • Example: Develop a new enterprise architecture model to support the organisation’s digital transformation strategy.

Evaluate Technology Solutions

  • Catalyst: Proposal of new technology solutions.

  • Description: Evaluate and recommend technology solutions that align with the enterprise architecture.

  • Example: Assess the suitability of a new cloud platform for the organisation’s needs.

Ensure Architecture Compliance

  • Catalyst: Regular architecture reviews.

  • Description: Ensure all technology solutions comply with the established enterprise architecture standards.

  • Example: Review new software implementations to ensure they align with architecture guidelines.

Facilitate Architecture Governance

  • Catalyst: Ongoing need for governance.

  • Description: Facilitate governance processes to ensure effective management of the enterprise architecture.

  • Example: Organise an architecture review board meeting to discuss proposed changes to the architecture.

Support Strategic IT Planning

  • 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

  • Catalyst: Monthly enterprise architecture review sessions.

  • Recommendation: Leverage Orthogramic’s real-time data capabilities to ensure the enterprise architecture remains aligned with the evolving business needs.

  • Action: Conduct regular architecture reviews using Orthogramic to ensure all systems and processes are aligned with current business objectives and technology trends.

Facilitate Continuous Improvement

  • 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.

Define Product Requirements

  • Catalyst: New product development.

  • Description: Define and prioritise product requirements based on customer needs and market demands.

  • Example: Gather and prioritise requirements for a new feature in the product.

Monitor Product Performance

  • Catalyst: Regular performance reviews.

  • Description: Track and analyse product performance to ensure it meets business objectives.

  • Example: Review the product performance report and make adjustments to improve user satisfaction.

Coordinate with Cross-Functional Teams

  • Catalyst: Ongoing product development activities.

  • Description: Coordinate with cross-functional teams to ensure successful product development and launch.

  • Example: Organise a meeting with the development and marketing teams to align on the product launch plan.

Gather and Analyse Customer Feedback

  • 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

  • Catalyst: Post-launch product review meetings.

  • Recommendation: Use Orthogramic to systematically collect and analyze user feedback, incorporating these insights into the product development process.

  • Action: Set up a feedback loop in Orthogramic where user feedback is regularly collected, analyzed, and integrated into the product roadmap.

Streamline Product Launches

  • Catalyst: Product launch planning sessions.

  • Recommendation: Leverage Orthogramic’s project management features to streamline the product launch process, ensuring all tasks are completed on time and all stakeholders are informed.

  • Action: Create a detailed product launch plan in Orthogramic, assign tasks to team members, and track progress through the platform to ensure a smooth and successful launch.

Talent Acquisition Teams

Recommendations

Ensure Project HR Plan Alignment

  • Catalyst: A project has been added without an HR plan.

  • Recommendation: "The newly initiated project 'Global Expansion' does not include an associated HR plan. To avoid resource shortages, please coordinate with project leads to define a recruitment strategy covering key roles and skill sets."

  • Action: Collaborate with the project team to draft and implement a comprehensive HR plan to support project execution, including timelines for recruitment and skill requirements.

Optimize Resource Forecasting

  • Catalyst: Quarterly review of upcoming projects.

  • Recommendation: "There is a gap in resource forecasting for the 'Customer Service Overhaul' project. It is recommended to use Orthogramic's talent analytics to predict upcoming hiring needs based on the project timeline."

  • Action: Schedule a resource planning meeting and utilize the analytics features to align talent acquisition timelines with project milestones.

Change Managers

Recommendation

Monitor Change Adoption Progress

  • Catalyst: Monthly change management review.

  • Recommendation: "The adoption of new tools under the 'Digital Transformation Initiative' is slower than expected. Please implement additional training sessions and ensure that teams have adequate support to adapt to these changes."

  • Action: Organize a series of training workshops and ensure frequent check-ins with department heads to track progress on tool adoption.

Streamline Communication for Change Management

  • Catalyst: Upcoming change initiative.

  • Recommendation: "With the 'Operational Efficiency' project launching next quarter, it’s critical to prepare communication and training plans for the impacted departments. Use Orthogramic’s change management tools to structure communication flows and training schedules."

  • Action: Develop and distribute communication materials outlining the cha