• Summary
• Standard SBW Tiles – Repository View
• Standard SBW Tiles and tabs – Diagram/Model View
• For Administrators

QualiWares Social Behavior Warehouse combines social analytics with Enterprise Architecture and Business Process Management. Social Behavior Warehouse captures the behavior of the organization by registering all activities performed on knowledge stored in the enterprise repository.

With Social Behavior Warehouse an organization can assess business outcomes and provide diagnostic information. Using this technology, businesses can make sure that their organization is using the EA to create a competitive advantage. Social Behavior Warehouse is an essential tool in management’s decision-making process.

Enabling positive change requires a strong focus on Collaboration in decision making and a high degree of de-centralized maintenance and sharing of corporate knowledge. Successful implementation of corporate strategy and the required business transformations is essential for businesses operating in a global dynamic market; the ability to react rapidly to such market dynamics may mean life or death to the business. With Social Behavior Warehouse top management can uncover threats to business agility and identify actions needed to correct the weak spots in the organization.

The Social Behavior Warehouse will provide management with answers to questions such as:

• What parts of the Management System / EA knowledge are used by the organization?
• Are EA deliverables made operational, actionable, and measurable?
• How active are different parts of the organization?
• How often do employees use core process models to guide them in day-to-day operations?
• What is our organization’s agility?
• How much time is needed from approval of the business model until it has penetrated the business?
• And many more.

Social Behavior Warehouse integrates with the Governance Workflow Engine and other QualiWare modules where content is viewed or changed. It scales to form a complete intelligent collaboration platform for large enterprises operating in a global environment.

On the QualiWare standard there are 4 tiles on the My Desktop available, addressing repository content and SBW data about how it is used on a company, team and personal level.

The axes on the radar diagrams (Strategy, Process, Application, Information, Organization and Technology) represents the dimension in the QualiWare EA Framework, and the associated object templates (typical diagrams).

Each of the FrameWorkCells in the EA Framework is related to a set of model(s) and other templates, and the radar diagram reflects:

• Repository Content
  • This diagram counts the number of objects of each template in the whole repository mapped to each of the columns in the QualiWare EA Framework
• Company use of content Radar
  • This diagram counts the number of clicks all users have on each of the objects of the mapped template types in each Column in the EA Framework.
• My teams use of content
  • This radar diagram counts the number of hits for the user and the users in the same organisational unit in QualiWare.
• My use of content
  • The last radar diagram counts the current user’s clicks in the repository

In addition to the Radar diagrams, there are 2 tiles on the standard My Desktop, showing the most viewed objects and template types in the repository the last 30 days.

In addition to the more generic radar-diagrams addressing the whole repository, you can also access analytics data related to a specific diagram.

When viewing a diagram on the web in the classic diagram workspace, an analytics action button becomes available in the top right in the action buttons.

Once the analytics is selected a set of tabs becomes available.
Depending on the diagram type a set of analytics tabs becomes available. In the following each of the tabs are described shortly.

User Activity

This tab shows number and page visits (visitors) and unique visitors pr month and pr year.

Organization Activity

This tab shows number and page visits (visitors) and unique visitors pr month for each organization unit.

This activity view is based upon the users (persons) asscociation the organization units in the repository.

Content Activity

This tab shows the total number off hits (clicks) for each object on the diagram.

Rating Chart

This tab shows the number of ratings and the average rating for each revision of the diagram.

Advanced

This tab show a (subset) of the diagrams in the repository and the organization activity for the selected diagrams. In the left frame you can select the content using the pivot like format.

Benchmark

This tab benchmark the object properties with the average values of the other objects in the repository.

Compliance Activity

This tab shows diagrams for the compliance activity related to the diagram. The 3 charts to the left show the number of new registrations and closure of change requests, corrective actions and non conformances related to the diagram. The 3 charts to the right depict the number of open items for the 3 types.

Governance Flow

This tab shows a Gantt chart and dates for the governance states for the diagram.

Below is the main administrator steps for setting up SBW shown.

The Social Behavior Warehouse (SBW) has to be set up in the QEF Admin console for it to work.

In QEF Console, there is a tab called Access Log, which allows for the creation and maintenance of the Access Log database.

This database contains the raw data for system access across all repositories. This data is eventually processed by SBW, on a per-repository basis.

As this single database is used by all repositories, it is important that it is stand-alone, and that the access logs are not a schema within another existing database.

For each repository that requires SBW, you must enter Repository Administrator and navigate to the Addons tab.

The first tab within Addons is “Access Log”, click on Edit and check the “is enabled” checkbox.

This will tell QEF to start logging access data for this repository.

The next step is to navigate to the “Social Behavior Warehouse” tab and clicking on Edit.

From there, you can create the SBW Data Storage.

NOTE: The “SBW Cube Data Storage” tab and “Cube Sync” tab are deprecated.  These tabs do not need to be set up and can safely be ignored for QualiWare 10.5 or newer.

After the creation of the SBW Data Storage, two sync tasks must be setup:

• Access Log Sync, which reads from the QEF Access Logs into the specific repository’s access log including all clicks
• Repository Sync, which transforms the raw Access Logs data into the SBW data including all objects

After the creation of the SBW Data Storage, configuration of Access Log and Repository Sync, the SBW Addon screen should look like this.

The Analytics tabs are configured in each HTMLTemplateDefinition, for example, see the out-of-the-box configuration of the BusinessProcessNetwork template definition.

For details see the QualiWare – Guide for SBW

• Summary
• Governance Flows
• Governance Tasks
• Different actions for different governance states
• Standard Governance Workflows
• Video Highlights
• For Administrators
• Configuring governance workflows

QualiWare Governance Workflow Engine is the perfect tool to provide consistency and compliance in the way complex knowledge is shared across the enterprise and also maintained by a large number of people over a long period of time.

QualiWare Governance Workflow Engine enables collaboration by automating sharing of enterprise artifacts during its entire lifecycle and by notifying relevant stakeholders whenever their attention is required.

The engine will control:

• all object state changes
• all communication between knowledge stakeholders
• all notifications to employees who have a pending governance task
• all escalations in case of overdue tasks
• all collaboration between employees participating in content development and improvement
• validation of content and compliance with rules and standards
• validation of SLA’s embedded in the governance workflows

Governance workflows are set up in QualiWare Lifecycle Manager and executed during run time by a high performing scalable workflow engine integrated with all object access in the entire QualiWare product.

Different artifact types require different governance workflows, so where a Business Process may follow a traditional change cycle, an artifact such as a Change Request, a Risk or a Non-Conformance may require very different handling.

Based on definitions of users, roles and access rights in Active Directory and QualiWare administration modules the actions required to move an object from one stage to another are assigned to the correct individual. When a person playing a specific role (persona) accesses an EA artifact from any device the features required to perform a certain task will be made available to the user. This dynamic configuration of functionality in the webfront ensures a friendly user experience, and makes it easy to collaborate and share knowledge.

The QualiWare Governance Workflow Engine continuously gathers information about all object lifecycles, state change, user activities etc. And because it is integrated with QualiWare Enterprise Publisher, QualiWare Analytics and QualiWare Social Behavior Warehouse, it plays a vital role in securing enterprise-wide consistency and continual improvement in the business performance and EA maturity.

In QualiWare it is possible to set up different governance flows for different types of objects (template-types).

A governance workflow defines the governance stages and possible transitions between the stages.

For each stage, you define who has access to the available actions, e.g. who can edit the diagram or the symbol, who can approve an object, and who can create a change request associated to the object.

As shown in the figure above, the governance actions are available for the user in the top right corner. As part of the flow it is defined who has access to the governance actions, as standard the owner and the responsible for the content (e.g. diagram) will have access (this can be configured).

In the flow you can define the standard progress flow (shown by bold green arrows in the flow), alternative flows (light green arrows) and “rewind” flows (shown by red arrows).

When a user gets responsible for a governance task it will appear on the user’s “To Do” list.

The list is shown as a standard Tile on the Web-Desktop(s).

When clicking the tile the user gets a sortable list with all the tasks, including a description of which required actions the user has in relation to the governance task.

The governance tasks can also be accessed via the toolbar in the top right corner.

In this list the tasks are grouped by the associated governace flow, and governance state for each flow.

The governance history of a diagram/object can be viewed from the “Governance History” tab on the classic layout, and from the tile on the dashboard.

As a part of a governance flow, a set of available actions are defined for the different governance states.

Presented below is the standard governance workflow for change management, along with the different available governance actions at each stage (these can be configured):

In the Development stage it is possible to:

• Edit, i.e. edit the properties of the diagram, e.g. description, responsible and so on
• Edit Diagram – open the diagram in the web-modeler enabling the user to edit the diagram before sending forward in the governance flow.
• Finish, i.e. move the diagram to the next stage “Finished”
  • or alternatively select to move the diagram fast forward to “Circulation” or “Ready for approval“

In the Finish stage it is possible to:

• Circulate, i.e. move the diagram to the next stage “Ciculation”
  • or alternatively send it back to “Development” or select to move the diagram fast forward to “Ready for approval”

In the Circulation stage it is possible to:

• Comment, i.e. add a comment to the diagram before sending it forward
• Ready for approval, i.e. move the diagram to the next stage “Ready for approval”
  • or send it back to “Development”

In the Ready for approval stage it is possible to:

• Approve, i.e. Approve the diagram and freeze the revion of the diagram
  • or send it back to “Development”

In the Approved stage it is possible for to perform a set of collaboration activities of the approved content, in addtion the owner/responsible can have additional actions (available action(s) can be configured):

In the Approved stage it is possible for all user to (available action(s) can be configured):

• Create Change Request, a new change request will be created associated to the diagram, and the user will be able to register the change request before sending it forvard to handling
• Create Non-Conformance, a new Non-Conformance will be created and associated to the diagram, and the user will be able to register the Non-conformance before sending it forvard to handling
• Comment, add a comment to the diagram
• Rating, the user can rate the diagram (1-5 stars)
• Acknowledge, the user can acknowledge the approved version of the diagram, and it will be documented in the acknowlede list
• Subscribe, the user can add the content to his/her “My Subscriptions”
• I have an idea, the user will be able to create a new Idea, and send it forvard to handling
• Hashtags, Add hashtags and tag the content
• Create Risk. a new risk will be created and associated to the diagram

In the Approved stage it is possible for the owner/responsible to:

• Create a new Revision, i.e. start a new governance cycle and move the next revision of the diagram into Development, to start the flow once more.
  • or alternatively select to Retire the diagram

As a part of the flow it can be configured to move the new revision into a private workspace to seperate approved content and content under development, i.e.

• to have a base-configuration containing all approved version (available for all users)
• and a to have one or more workspace(s) containing content under development (available for the relevant users)

There are a whole set of standard governance workflows available in the tool. Most of them is closely related to one specific template type (e.g. QualityAudit, Change-Request or Non-Conformance). Other flows are more generic and used to govern mulitple template types.

An example of the latter is the Change Management flow typically used to control the lifecycle of a diagram or an object going from development to approval, and up to retirement.

The standard flows can be imported and if needed adjusted for the specific need of the organization.

Below are some example of the most used standard governance workflows.

The Change Management workflow is used for controlling the lifecycle of an object going from development to approval, and up to retirement.

The Audit Management workflow is used in relation to the QualityAudit template, for controlling the different stages on an audit.

See Manage Audit for more details.

This workflow control Change Requests. After a user have registered a change request, it is send to handling and implementation before it is closed.

Change Request can be associated to all types of content in the repository.

This workflow control Non-Conformancies. It is similar to the Change Request Management flow, however it has to be verified before it can be closed.

Like Change Request, a Non-Conformance can be associated to all types of content in the repository.

This workflow control incidents.  Once an incident is created by a user, it is send to investigation by the responsible, and if needed the incident can be changed to a complaint, non conformance, change request or accident.

This way the end user just have to register an incident and then the handler can afterwards “re-categorize” it.

This workflow is similar to the Incident Managment flow – there is a difference in what information is transferred from the problem to the new type and there is the addition of also being able to transfer the Problem to a ControlDefiency

This workflow governs documents controlled by the QualiWare Document Management (QDM).

This video shows how the standard governance workflow for change management:

• how a diagram is changed from development to approved.
• and how a new revision is created to start the flow for the next revision.

As standard all users have easy access to their governance task from the toolbar in the top right corner.

In this list the tasks are grouped by the associated governace flow, and governance state for each flow, as shown in this video.

The Governance Workflow Engine (GWE) has to be set up in the QEF / Repository Adminstrator for the governance workflow to work.

In Repository Administrator the GWE is enabled as an Addon to the repository.

Choose the Governance Workflow Engine tab and click the edit button.  If “Generate Settings*” is used the default values for the GWE repository will be to create the schema in the same database as the first ever created repository.

As shown above, there are several standard governance workflows included in a standard installation. You can import the standard workflows to QLM using the import feature.

The standard governance workflows can be found in the “models-folder”:

• The collaboration flows (including Change Management) are located under Collaboration:

• The others can be found under Compliance:

Once a flow is imported, you will find all governance templates in QLM under “Governance“

You can find all governance templates in QLM under “Governance“, below is an example of a governance workflow diagram and a link between the most relevant templates in a workflow. Each of them are described in more details in the links below.

The most essential templates used to configure a flow are (as highlighted in the figure above):

• Governance Workflow (the diagram)
• Governance Role
• Governance State
• Governance Transition

Other governance templates:

• Governance Action List
• Governance Action Method
• Governance Bool List
• Governance Bool Method
• Governance Conditional Message
• Governance Event Message
• Governance Get Method
• Governance State Feature
• Notification Template

It is a typical phenomenon that only a select few experts are doing the modelling in your organization, which in turn results in a lack of understanding and use of the models in the rest of the organization.

With QualiWare X we are creating a space for inclusive collaboration in a web-based interface, with the purpose of organization-wide involvement. By enabling everyone to create business process networks, workflow diagrams, ArchiMate diagrams, and several other types of diagrams, directly from your browser, with intuitive and easy-to-use visual drag and drop design, you are guaranteed increased mobility, flexibility and stakeholder engagement across the entire organization.

The Web-modeler enables you to easily create diagrams in accordance with the underlying meta-model.

The diagrams can be created and edited the “classic way”, using the drag-and-drop design:

• adding symbols
• reusing symbols
• connecting symbols
• editing symbol properties and characteristics

In the Editing Toolbar you can find buttons that can rearrange, resize and align symbols.

Use the Layout panel, to automatically organize the objects in accordance with one of the available standard layouts.

You can also use the import menu to accelerate the model creation based upon inserted/imported text:

• by using the text-to-model feature,
• or use the new table-to-model feature introduced in QualiWare 10.8

Below is a guide on how to use the different features of the web-modeler and at the bottom there are videos that will explain further, along with a list of useful shortcuts.

QualiWare is working on enabling more and more diagram to the web-modeler, below is a list of diagrams currently available in the web-modeler.

You can add a new symbol to the diagram the following way:

1a. Either left Click a symbol (a BusinessProcess) from the symbol bar or Drag with your left mouse button and release where you wish to place the symbol

1b. or double-click on the white canvas for a list of available symbols, and select the symbol type you need

2. Give the object (BusinessProcess) a name. Once 3 or more characters of the name are typed, a “search-box” will appear showing all similar objects in the repository of the selected type (BusinessProcess). This enables reuse of objects and/or having unique object names in the repository.

3. Alternatively hover over an object (BusinessProcess) you wish to repeat/clone and click one of the four arrows

• Click to clone and connect
• CTRL+Click to clone
• Shift+CTRL+Click to connect
• Click and drag to draw connection and end with double click to connect to a new symbol (a list of allowed symbols will be shown)

4. A new object (BusinessProcess) will appear. If multiple connection-types are allowed between the two symbols, select the desired connection-type from the menu. Then double click the label and name the new object (BusinessProcess).

1. Select the object (BusinessProcess) and double click the name to highlight the text
2. Right click the name to open a list of existing objects (business processes)
3. Browse the list to find the object (BusinessProcess) you’re looking for. Try to sort the columns differently by clicking the column header or enter a searchstring in the search field to narrow down you last.
4. Select the desired object (BusinessProcess) or click ‘Create New’ if you didn’t find what you were looking for. Finish by clicking ‘Select’ to return the selected object (BusinessProcess) to the diagram

You can also explore the existing objects in the repository.

If you select the “Explorer” in the left window, you get a full list of all objects in the right side pane to select from.

From the right side pane you can reuse an object in your model by drag and dropping the object on the canvas.

1. Hoover the source symbol and select the arrow on the side of the symbol where the connection should start.
2. Drag the arrow with the left mouse button and release it on top of the target symbol
3. Select the desired connection type from the popup menu
4. Use the green selector points on the connection to move sections of the connector to different positionsTip: To find the easiest route between two symbols just select the connection and press  the ‘Space’ key

1. Click the symbol or select from the left menu to open a properties pane on the right side of the diagram.
2. Select the ‘Label’ tab to edit the symbol label style
3. Select the ‘Symbol tab to edit graphics style of the symbol
4. Select the ‘Attributes’ tab to edit view the properties of the symbol

• Use the buttons in the toolbar to align symbols
• • First select the controlling symbol (the symbol with the correct size/width/height. Then hold the shift key down and select the symbols you wish to change.
  • Then press one or more of the action buttons
    • Resize to original size
    • Align width (with first selected object)
    • Align height (with first selected object)
    • Align size (with first selected object)

• Use the buttons in the toolbar to align symbols with first selected
• • Align left edge
  • Align vertical center
  • Align right edge
  • Align top edge
  • Align horizontal center
  • Align bottom edge

• • Align horizontal spacing with first and last selected
  • Align vertical spacing with first and last selected

You can shift between different layouts.

The Web-modeler will automatically organize the objects according to the selected layout.

It is possible to create new models from text, using the import feature:

1. Select “Import from Text”
2. You can type in/insert text in the “Text to Model” box
   • NOTE there is a short guidance text for how to insert text when using the default setting for the Connection and Hirarchical layuot types
3. The model will be created based upon the “Settings”
   • Here you can choose between different Layout types, to which template(s) the inserted text should be “translated”, select Seperator, and specify symbol size.

You can accelerate creation of new models by using the Table to model feature, introduced in QualiWare 10.8

1. The import from table can be used to easy draw workflow-diagrams and box-in-box diagrams
2. Once you type in the columns in the table the model will be created
3. You can select/change symbol template for the symbol
4. When you refer to a symbol in “Connects To” column the symbols will be connected (activities in the same row will be auto connected)

Below is an example of a box-in-box diagram (Business Capability Model), created using the table to model feature.

The table to model settings can be configured via the HTML Model Generator Settings template.

• Summary
• Multiple Layouts
• End-user Customizable
• Responsive
• Easy Access To New and Existing Features
  • Edit (Spreadsheets)
  • Highlight if
  • Analyses…
  • Visualize
• Hierarchy view
• Additional Features
  • Report, RASCI, Context View
  • Ratings, Governance History, and Acknowledge History
  • Business Charts, Gantt Charts, Heatmaps, …
• Video Highlights
• Configuring Dashboards

QualiWare 10.8 introduces a new Dashboard layout with multiple new features:

• it is possible to set up multiple layouts for a diagram type, e.g. browsing view for the content user; and an analyzing and improving view for the content owner
• the dashboards can be customized by the user
• the content is responsive, showing associated data either for the diagram as a whole or for the selected object
• a set of new tiles have been added to provide easy access to associated features, well-known as well as cool new features

It is possible to create multiple Dashboard views for a template. Each dashboard can have a different focus e.g. “Browsing” or “Analyze and improve”.

All dashboards can be configured for different users and can be role-specific.

The user can select between the available layouts in the layout menu. The “Classic” view is the classic tabular view.

The dashboards can be customized by the user.

All the dashboarditems can be re-sized and re-organized by drag and drop, and it is possible to hide tiles/items.

A user can save/remove the “Personal layout”, and at any time the standard layout can be reloaded.

Once a “Personal layout” is created it will be shown as default for the diagram, and the user can “Load Standard Layout” if needed.

A sub-set of the tiles on the new dashboards is responsive. The content changes depending on the symbol selected.

As default, the content and properties of the diagram are shown in the dashboard tiles.

From the standard dashboards there is easy access to a set of features.

From the edit tile, there is access to editable spreadsheets, where the content owner can easily update/enrich the objects and their relations to other objects.

A new “Highlight if” feature highlights the symbols that meet the selected conditions.

From the analyses.. tile , there is access to a set of new queries:

• Process Digitalization, lists information, processes and the information, application and functionality usage related to the objects on the diagram
• Business Process Completion, shows the “completeness level” for the diagram, and the processes. This is a calculation based upon the number of the standards fields that are filled out
• Process – Sensitive information, list the processes and their information usage, including the information sensitivity and privacy level
• Event context, shows events related to the diagram, and the associated diagrams where the event is triggered from and what it triggers

The Visualizer tile links to a set of cool new visualizations, read more about the model gallery and the visualization feature here.

From the dashboard there is access to:

• a set of new standard reports for the following diagrams: BusinessProcessNetwork, WorkflowDiagram, BusinessProcessDiagram, ApplicationArchitectureDiagram
• the RASCI view of the diagram, similar to the RASCI tab in the classic tabular layout
• the Context View of the diagram, similar to the tab in the classic tabular layout

From the dashboard there is access to:

• Ratings, showing the ratings made on the diagram (similar to the tab in the classic tabular layout)
• Governance History, similar to the tab in the classic tabular layout
• Acknowledge History, similar to the tab in the classic tabular layout (read more about the Acknowledge list here)

From the dashboards, it is also possible to link to other types of content known from desktops and the classic diagram workspace, this includes (dependent on the diagram type):

• Business Charts, e.g., charts available in the right pane of a diagram workspace, or showing data from the Social Behavior Warehouse about user and content activity
• Gantt Charts, e.g. showing improvement schedule
• Heatmaps

A set of standard Dashboard is included in the standard publisher.

The dashboards can be configured, enabling you to customize them to your need and update them as the scope and focus can change over time.

Template Definitions

In the HTMTemplateDefinition, you can specify template-specific dashboard(s). This includes the number of possible dashboard(s) available for each user role and the content on each dashboard.

The Dashboard are configured using the templates:

• HTMLDashboard
• HTMLDashboardItem