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Review each item carefully before merging to ensure accuracy and alignment with organisational goals. Before completing the merge, you must confirm whether to:which type of merge to perform.
Differences between types of merges
There are three types of merges: Add, Overwrite and Update.
Add: This option is used when you want to include new data alongside existing entries without modifying any current information. It's ideal when you need to expand the dataset with additional content while preserving the original data.
Overwrite: Choosing Overwrite replaces existing data with the new input. This is useful when you need to correct or completely replace outdated or incorrect information, as it fully substitutes the old data with the new.
Update: The Update merge selectively modifies existing entries with new information, only changing the fields that have updated values. This is suitable for refining or enhancing data without losing any pre-existing, unchanged details.
Add Merge
Add an element from the Source to the Target.
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The Merge update clarification popup provides a guided step-by-step interface to help users update merge two capabilities while ensuring clarity on the intended outcome. It prompts users to assess how they want to combine processes, dependencies, and functions of the capabilities, and how the merge will impact business units.
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For instance, if both capabilities include separate approval processes for similar tasks, discarding the redundant process would involve keeping only one streamlined approval process that covers the necessary functions, thus avoiding duplication and saving time.
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Update merge clarification popup questions
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. |
Unmerge
To unmerge elements from the business architecture domain of one organizational unit from another, follow these steps:
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