Setup

Introduction

The Setup guide provides a comprehensive overview of the initial setup process for Orthogramic, ensuring that your application is tailored to meet your organizational needs. By following the detailed steps outlined in this guide, you can ensure a smooth and efficient setup, allowing you to leverage the full capabilities of Orthogramic for managing organizational information.

Key Features

Type of Work and Role: Customize Orthogramic based on your specific type of work and role within the organization.
Organization Details: Enter essential details about your organization, including name, website, and classification.
Account Details: Fill in necessary account information such as name, password, email address, phone number, country, and timezone.
Multi-Factor Authentication (MFA): Enhance account security by adding MFA using an authenticator app.
Further Setup Steps: Detailed steps for classifying and managing organizational information, defining user types, categorizing documents, and aligning business architecture with strategic goals.

Setup Steps

Initial steps

After selecting an Orthogramic app subscription from the Orthogramic website, follow these steps to set up the application before creating a user account.

Type of work and role

Select a Type of Work

Select the closest type of work you perform so we can customise Orthogramic for you.
Add your role title.

Organisation

Enter Organisation Details

Enter the name of the organisation and your organisation website. We use this to create an organisation classification.

Organisation classification

You will be requested to confirm your organisation classification. You are welcome to update the information about your information.

Please note: In Orthogramic, we use specific questions to define your organization's classification to ensure that the documents added to the platform are relevant and aligned with your business goals. This classification serves as an initial guide, particularly when the number of documents is still low, to prevent any unintended skewing of your organization's purpose or direction. By establishing this classification early on, we help maintain the integrity of your business documentation and ensure that it continues to support your strategic objectives. As more documents are added, this initial classification may evolve, but it remains crucial in the early stages to ensure consistency and relevance.

If Orthogramic cannot populate the organisation classification automatically, you will be requested to the information about your organisation yourself as shown below.

Account details

Fill in the necessary account details including your name, password, email address, phone number, country and timezone.

Confirm email address

Conforming email address

You will receive an email. Add the verification code in the email.

MFA

Adding MFA

Choose an authenticator app like Google Authenticator and Microsoft Authenticator to generate your one time password.
Scan the QR code
Add the verification code from the authenticator app.
Click "Verify" to enable MFA for the account.

Further steps

This diagram outlines the essential steps required to set up Orthogramic, ensuring a structured and comprehensive approach to classifying and managing organizational information. The setup process is divided into four steps: Organisation, Users, Documents, Business Architecture, and Document Importance Criteria. Each category includes a series of steps to ensure thorough classification, definition, and alignment with organizational goals.

Organisation

Classify Organisation: Identify the type, purpose, size, location, and products/services delivered by the organization.

Upload Organization structure and Organization roles

Define Organisation Structure: Outline the hierarchical arrangement within the organization.
Define Organisation Roles: Specify the roles and responsibilities within the structure.

Organization root

Select organization root: Clarify the operational scope and boundaries of the organization.

Limit Organization coverage

Select the business units that are not included in the Organization coverage.

User types

This is the process of defining user types within the organization. It involves classifying different types of users who interact with the organization's systems or processes, ensuring that each user type is appropriately defined for optimal system interaction.

Define User Types: Classify the different types of users interacting with the organization's systems or processes.

Documents

Define Document Types: Categorize documents based on their nature and purpose within the organization.

Document Weighting

This covers the steps for defining document types, evaluating their alignment with organizational goals, assessing their impact on decision-making, determining their scope of influence, identifying compliance and regulatory requirements, and gauging stakeholder interest.

Alignment with Organisational Goals: Evaluate how well each document supports the core objectives of the organization.
Impact on Decision Making: Assess the influence of each document on key business decisions.
Scope of Influence: Determine whether the document impacts the entire organization or specific departments.
Compliance & Regulatory Requirements: Identify documents required for legal or regulatory adherence.
Stakeholder Interest: Gauge the importance of documents to key stakeholders, including investors, management, and employees.

Business Architecture

This highlights the process of selecting business domains relevant to the organization’s strategic and operational goals. It ensures that the chosen domains align with the overall objectives and contribute to the structured management of organizational information.

Select Domains: Identify relevant business domains that align with the organization's strategic and operational goals.