Features overview
Getting Started
The guide begins with an introduction to Orthogramic, highlighting its key features and the benefits it offers. This section provides a brief overview of the software's capabilities, setting the stage for a deeper dive into its functionalities. The initial setup steps are covered comprehensively, ensuring that you can get started with Orthogramic quickly and efficiently.
See: Getting started
Setup
Following the introduction, the app setup section guides you through the necessary steps to configure Orthogramic according to your organization's specific needs. This includes customizing settings based on your type of work, role, and organizational details. Detailed instructions are provided to help you enter essential account information, set up multi-factor authentication, and complete further setup steps to ensure a smooth onboarding process.
See: Setup
Dashboard
The Orthogramic Dashboard is a comprehensive tool designed to provide users with a clear, real-time overview of their organizational data, performance metrics, and strategic initiatives. This section details the functionalities, benefits, and usage of the Dashboard feature within Orthogramic, ensuring that users can fully leverage its capabilities to enhance decision-making and strategic alignment.
See: Dashboard
User and Document Types
Understanding the different user roles and document types within Orthogramic is crucial for effective management. The user types section provides detailed descriptions of various standard roles and their primary drivers, helping you assign and manage roles within your organization efficiently. The document types section categorizes and describes the supported document types, emphasizing their roles and uses in business processes, strategic planning, and operational execution.
See: User types and Document types
Profile Settings and Notifications
The profile section allows you to update personal information, contact details, and preferences. Notifications settings can be customized to ensure you stay informed about activities related to documents and product updates. This ensures that all users have accurate and up-to-date information, enhancing communication and coordination within the organization.
See: Profile
Content Weighting and Analysis
A structured approach to document prioritization and evaluation is essential for effective data management. The content weighting and analysis section outlines the criteria for determining the importance of business documents, providing methods for rating, weighting, and normalizing scores. This helps prioritize documentation efforts and supports informed decision-making.
Editing Documents
Document editing is facilitated through two modes: Edit Mode and Advanced Edit Mode. Edit Mode focuses on quick updates and scoring, while Advanced Edit Mode offers tools for detailed analysis and prioritization. This ensures that documents not only meet regulatory requirements but also drive strategic initiatives and support business objectives.
See: Document editing
State Management and Version Control
Effective management of document states and versions is critical for maintaining organized and up-to-date information. The state management section explains how documents and business architecture domain representations are categorized into states such as Past, Current, Proposed Future, and Approved Future. Version control ensures that the most recent updates are always utilized, with the flexibility to revert to previous versions as needed.
See: Initiative states and Versions
Team Management and Data Merging
The team management section provides instructions for managing user roles and team structures within Orthogramic. Data merging guidelines ensure a smooth and efficient merging process, enhancing alignment and integration across different organizational units.
See: Team and Merging data
Tasks and Alignment Comparison
The final sections focus on managing tasks and comparing alignment coverage. These tools help you track progress, make informed decisions, and ensure that all organizational units are aligned with strategic goals.
Thank you for choosing Orthogramic. We are committed to supporting your journey towards better organizational alignment and operational excellence. By following this guide, you will be well-equipped to harness the full potential of Orthogramic, driving efficiency and effectiveness in your organization's processes.
See: Tasks & recommendation examples and Alignment comparison
Feature table
Category | Feature | Description |
|---|---|---|
Getting Started | Initial Setup | Steps to configure Orthogramic, including customizing settings based on role and organization. |
App Setup | Type of Work and Role | Customize Orthogramic for specific work types and roles. |
Organization Details | Enter essential organization details. | |
Account Details | Fill in necessary account information. | |
Multi-Factor Authentication (MFA) | Enhance security with MFA. | |
Further Setup Steps | Detailed steps for classification and management of organizational information. | |
User and Document Types | User Roles | Definitions and descriptions of standard user roles. |
Document Types | Categorization and descriptions of supported document types. | |
Profile Settings and Notifications | Profile | Update personal information and preferences. |
Notifications | Customize email notifications for various activities. | |
Content Weighting and Analysis | Criteria for Document Importance | Define and evaluate the importance of business documents. |
Rating and Weighting Documents | Methods for rating, weighting, and normalizing document scores. | |
State Management and Version Control | Document States | Management of document states such as Past, Current, Proposed Future, and Approved Future. |
Document Version Control | Automatic and manual management of document versions. | |
Team Management and Data Merging | Team Management | Managing user roles and team structures. |
Data Merging | Guidelines for merging and integrating data. | |
Tasks and Alignment Comparison | Tasks Management | Tracking progress and managing tasks. |
Alignment Comparison | Comparing alignment coverage across organizational units. | |
Alignment Coverage | Alignment Documentation | Ensuring comprehensive and accurate alignment coverage. |
Business Architecture Domains | Domain Representations | Managing Business Architecture domain representations. |
Merge Data | Integrate new data with existing information. | |
State Management | Categorization and tracking of domain representations. | |
Admin and Settings | Admin Functions | Managing organizational settings and configurations. |
Application Settings | Customizing application settings. | |
Document Management | Upload Document | Steps to upload and define document types. |
Edit Mode | Quick updates and scoring of documents. | |
Advanced Edit Mode | Tools for detailed analysis and prioritization. | |
Assess Content Coverage | Evaluate data relevance, quality, and quantity. | |
Compare Data | Compare data across organizational layers. |