Merging data

Introduction

Orthogramic Data Merging helps users seamlessly merge elements from the business architecture domains of different organizational units. By following the outlined steps, users can ensure a smooth and efficient merging process, thereby enhancing alignment and integration within the organization.

Key Features

Step-by-Step Instructions: Detailed steps to initiate and complete the merge process, ensuring clarity and ease of use.
Comparison Tools: Tools to help you compare business architecture elements side-by-side, highlighting similarities and differences.
Merge Actions: Clear guidance on how to add, overwrite, or update elements from source to target units.
Unmerge Functionality: Instructions on how to reverse merges, restoring elements to their original states.
Best Practices: Additional tips to maintain accurate and up-to-date business architecture documentation.

Getting Started

To begin the merging process, ensure you have completed the alignment comparison and have selected the organizational units and their respective states. This guide will walk you through the entire process, from initiating the merge to confirming and reviewing the final actions.

By adhering to the instructions and best practices outlined in this guide, users can effectively manage and integrate business architecture elements, thereby supporting the organization's strategic goals and operational efficiency.

Merging data

Step-by-Step Guide

Initiate the Merge Process

After completing the Alignment comparison See: Alignment comparison

With both organisational units and their states selected, initiate the merge process.
A side-by-side comparison will be displayed, showing the selected business architecture domain data for each organisational unit.

Review and Select Elements for Merging

Review the comparison data to identify similarities, differences, and alignments.
Select the specific elements you wish to merge from the source unit into the target unit.

Confirm Merge Actions

Review each item carefully before merging to ensure accuracy and alignment with organisational goals. Before completing the merge, you must confirm whether to:

Add: Add an element from the Source to the Target.

Select the Source element and the Target element and click Merge.
Confirm the merge.

Overwrite: Overwrite an element from the Source on an element in the Target.

Select the Source element and the Target element and click Merge.
Confirm the merge.

Update: Update an element from the Source with an element in the Target. As an alternative to overwriting, you can choose to update existing elements with new information from the source.

Select the Source element and the Target element and click Merge.
Confirm the merge.

The Source elements will be merged with the Target.

Learn about the details of Update Merges. See:

Unmerge

To unmerge elements from the business architecture domain of one organizational unit from another, follow these steps:

Select the Unmerge Option:

Click on the Unmerge button. This initiates the unmerging process.

Review Unmerge Details:

A detailed view of the elements to be unmerged will be displayed. Review this information carefully to ensure accuracy.

Confirm Unmerge Action:

Confirm the unmerge action by clicking the Confirm Unmerge button. This will separate the previously merged elements, restoring them to their original states within their respective organizational units.

Additional Tips

Regularly review and update business architecture documentation to maintain alignment with strategic objectives.
Utilise the comparison tool to continuously evaluate the relevance, quality, and quantity of your business architecture domains.
Ensure all stakeholders are informed about the changes and have access to the updated documentation.

By following these steps and confirming each action, users can efficiently merge elements from one organisational unit’s business architecture domain into another, facilitating better alignment and integration within the organisation.