Document types

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

Document Categorization: Detailed categorization of documents based on their nature and purpose within the organization.
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

Risk Register: Document that identifies, assesses, and manages risks facing the organization.
Compliance Reports: Documents ensuring adherence to regulations and standards.
Governance Frameworks: Structures and processes for organizational governance.

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