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Governance Workflows

QualiWare Governance Worflow Engine

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.

Governance flows

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).

Governance Tasks (To Dos)

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.

Governance History

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.

Different actions for different governance states

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)

Standard Governance Workflows

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.

Change Management

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

Audit Management

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.

Change Request Management

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.

Non Conformance Management

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.

Incident Management

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.

Problem Management

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

Document Management

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

Video Highlights

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.

Governance Workflow in QualiWare

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.

Governance Tasks

For Administrators

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.

For a video tutorial see further down this page

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“

Configuring your governance workflows

The following video will showcase:

  • How to configure you governance workflow
  • How to import governance workflows
  • How to add administrators
  • Which template is connected to the specific governance workflow
  • Who is responsible for changes going from Approved to Development
  • How to change the behavior of the workflow before and after the approval process

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):

Other governance templates:

Web-modeler

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.

Content

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:

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:

From QualiWare 10.9:

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.

Creating/Editing a Diagram

Adding a Symbol

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).

Re-using Symbols

The web-modeler helps you to reuse symbols across the repository. As mentioned above the webmodeler lists similar objects containing the same characters when you start naming a symbol. (#2 above under Adding a Symbol).

Another way to find and reuse a symbol is described below:

  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.

Connecting Existing Symbols

  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

Editing Symbol Characteristics

  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

Editing Toolbar

Sizing

  • 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)

Alignment

  • 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

Layouts

You can shift between different layouts.

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

Import model from Text or Table

Text to Model

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.

Table to Model

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.

Multi diagram support in web-modeler

QualiWare 10.9 introduced multi diagram support in the web-modeler:

  • it is possible to open multiple diagrams in web-modeler
  • select “Overview” in the left window to see all open diagrams
  • you can select between the diagrams from the tabs in the bottom

Paste picture on symbol

From QualiWare 10.9 it is possible easy to pasta a picture on a symbol in the web-modeler.

This can be used to make your models more graphically and personalised.

Graphical compare in web-modeler

From QualiWare 10.9 it is possible to compare two revisons of a diagram in the web-modeler.

Select “Compare revison” in the File menu, and select the revions you want to compare with the most recent version.

The feature creates a new tab with a graphical comparison. In the right pane you can select the revision you what to compare with the current revision. The windows highlighst the changes in the objects between the two revisions.

Videos demoing the Web-modeler:

Building a Business Process Network

Using the table to model feature

ArchiMate 3.1 in the web-modeler

New Features in the Web-Modeler

Useful Shortcuts in the Web-modeler

F1                                                              Open Help information pertaining to the selected object.

F2                                                              Rename the selected object.

F3                                                              Search.

J                                                                 Align the selected objects respective of the first selected object.

S                                                                Copy the Size of the first selected object to all the subsequently selected objects.

Spacebar                                                Automatically re-draw the selected connections.

ALT + Left-click                                    Selecting an object and ALT+ Left-clicking on an object’s label opens the label editor.

ALT + Left-click + drag                       ALT+Left-click a label/button panel while moving the mouse, moves the label/button panel.

CTRL + A                                                 Select all objects in the diagram.

CTRL + F                                                 Find a symbol in the diagram.

CTRL + G                                                 Toggle the drawing grid.

CTRL + Y                                                 Redo.

CTRL + Z                                                 Undo.

Arrow-keys                                            Move the selected object in the arrow key direction.

Shift + Z                                                   Automatically zoom to view the entirety of the model.

hold Z + Left-click + drag                   Zoom to the window selected by the mouse.

1                                                                Zoom to 100%

Shift + CTRL+ Left-click + drag        Create/remove space between objects in the direction of mouse movement. This will move all object(s) to the right and below the mouse click (shown by support lines)

Download the shortcuts-list in pdf:

Web-Modeler enabled diagrams

QualiWare is enabling more and more diagrams to become webmodeler enabled. You can see a list of web-modeler enabled diagrams here.

Model Gallery

QualiWare 10.8 introduces a new Model Gallery feature.

The model gallery is a visualization that enables a group of processes, integrations, or applications to be decomposed or expanded into a single canvas or gallery of models. The gallery view allows a focused view of multiple models without having to open separate tabs or windows.

Visualizing a Diagram

The Model Gallery is accessible through the new Dashboard layout introduced in QualiWare 10.8.

The model gallery is also available from the Repository Explorer via the visualization menu.

When “Diagram View” is selected, the 3D visualizer opens with the selected diagram in the center.

It is possible to explore the diagram, you can right-click an object, and a menu will appear. From the menu, you can choose to include additional diagram(s) in the gallery.

Hence, it is possible to add diagram(s) on “lower” levels and/or to add diagram(s) on the same level, e.g. via a connecting business event, to show end-to-end processes.

Users can click the expand series button to expand the series based on the model type – options are business process decomposition, integration expansion, or application decomposition.

Selecting the business process decomposition will create a decomposed gallery view of the processes that form part of the relevant model.

Like in the 3D Visualizer a view may be turned around in all 3 dimensions, by left-clicking and moving the mouse.

Right-click on a diagram unfolds a menu:

Users can select individual expanded processes and can use the context menu to zoom to the diagram.

Zoomed diagrams can be closed if no longer required, or they can be analysed in the context of other decomposed processes

You can move the diagrams by dragging them or selecting “Move Diagram” in the context menu. This allows the user to change the arrangement of the gallery to be suitable for their specific need.

Diagrams can be explored locally using the 3D visualiser standard feature to view the backward and forward relations of the model. Clicking the home button takes the user back to the model gallery.

An application decomposition has also been provided below for reference; the same functionality is available as with the process decomposition. To achieve this application gallery view, simply navigate to an application architecture diagram, and select the model gallery using the new analyzing and improving layout.

Video Highlights

Model Gallery - QualiWare X 10.8

Configuring the Visualize DashboardItem - QualiWare X 10.8

Dashboards

Summary

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

Multiple Layouts

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.

End-user Customizable

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.

Responsive

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.

  1. When a symbol is selected, it gets highlighted by a read box and the following fields are updated:
    a) In the top left, the name of the object is shown along with the template type
    b) Responsibility
    c) Status
    d) Description
    e) Aligned with

In the “Aligned with” and “Collaboration” tiles, you can click on a specific icon for a specific type, e.g. Document(s) to focus on that particular subset.

The tiles can be expanded to get a full-page view of the tile, with a searchable list with additional information.

Easy access to new as well as existing features

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

Edit (Spreadsheet)

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.

Highlight if

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

Analyses…

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

Visualize

The Visualizer tile links to a set of cool new visualizations.

Read more about the model gallery and the visualization feature here.

Hierarchy view

The process diagrams, and the application architecture diagram includes a hierarchy view as part of the standard dashboards.

The hierarchy view is browsable, the user can unfold the hierarchy to explore the structure and navigate directly to a specific diagram.

This feature has been part of QualiWare for some time, using the hierarchyview template.

What is new, however, is that the hierarchy updates automatically as part of the governance flow when new diagrams are added via the “breakdown to” or “visualized by” relations.

Additional features

Report, RASCI, Context View

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

Ratings, Governance History and Acknowledge History

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 (see more about the Governance History here)
  • Acknowledge History, similar to the tab in the classic tabular layout (read more about the Acknowledge list here)

Business Charts, Gantt Charts, Heatmaps, …

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

Video Highlights

Diagram Dashboard Walkthrough

Diagram Dashboard Walkthrough

Configuring Dashboards

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.

Configuring Dashboards

Configuring the Align with DashboardItem

Configuring the Visualize DashboardItem

Configuring Analyses, Edit, and other Dashboard Items

Configuring the Highlight DashboardItem

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:

Clustering

Summary

Clustering provides users with a new way of interacting with content in their repository. It provides an enhanced analysis capability directly from the 3D Visualizer by logically grouping objects based on their relationships, concepts, and definitions. Filters can be applied to the clusters through the table-based view using existing functionality to focus analysis efforts (for example only clustering objects that are related to a risk with a high impact). The number of clusters can also be defined by the user to provide a broader or more concise result.

Once clusters have been created, users can select a specific cluster or sub-cluster to view the relevant grouping of objects. Users will also be provided with a word-cloud which is generated from various attributes of the objects in the cluster.

These clusters can be given a specific name or theme, and the selected objects can be “tagged” using an existing hashtag or by creating a new hashtag. Once the objects from a cluster have been tagged, users can easily navigate to the repository explorer to further interact with individual objects for further analysis. This provides an entirely new way of creating logical groupings of objects based on their concepts or relationships without needing to create custom folders. Identifying patterns and outliers in the repository is a valuable tool for conducting analysis, rationalization, and transformation activities.

Business Value

  • A new method for identifying optimization initiatives
  • Analysis of repository data is accelerated by QualiWare actively grouping objects into clusters and providing a word cloud for those clusters
  • Clustering graphics can be exported as an image, providing a compelling information asset for stakeholders
  • Clustering is not limited to technical users. Business users can also leverage this functionality to generate insights
  • The outcome of using the clustering feature is made tangible when clustered objects are tagged using our included hashtag feature

Clustering Guide

To create a cluster, first navigate to a table that supports the visualize function. For this example, the Process Risk Assessment has been selected – this is a process analysis activity.

To reduce the complexity of the visualization, a filter can be applied to achieve a focused view. In this instance a filter is applied so that only risks with a high likelihood are shown:

An interactive 3D visualization of the filtered table is then generated. A new clustering icon has been added to the top taskbar. When you select the clustering icon, a window will open asking how many clusters QualiWare should generate.

Increasing the number of clusters will generate a more segmented view of the data (the default number of clusters is 4). Once a desired number of clusters has been entered, selecting continue will generate the cluster.

The clusters that are generated follow the same navigation principles and actions as the 3D visualizer. The camera can be panned, zoomed, elevated, and rotated.

The Cluster Tree View (1) on the left of the screen is a new navigation structure that facilitates interaction with the grouped objects that form their respective clusters. As the cluster list is expanded, the numbered clusters are listed. Selecting a cluster highlights the associated objects (2) and presents a Cluster Word Cloud (3) to the right of the navigation window. The Cluster Word Cloud is a weighted representation of the concepts within the cluster, with the weighting implied by the word’s size and its proximity to the center.

In this example, Cluster 1 is dominated by the concepts of “purchase” and “vendor”, and all the other words in the word cloud are logically related to those concepts. Below the Cluster Word Cloud, a comprehensive list of Cluster Elements (4) is listed. These Cluster Elements list the actual objects evaluated when generating the word cloud

Expanding the Cluster List allows you to decompose a cluster into smaller clusters. As an example, having determined that Cluster 1 is dominated by the concepts of “purchase” and “vendor”, this can be evidenced by expanding cluster 1 into 1.1.1.1 (5) and 1.1.1.2 (8). The highlighted objects in the cluster change depending on which sub-cluster is selected. (6), (9)

The word cloud for each of these sub-clusters indeed clearly shows the focused view of “purchase” (7) and “vendor” (10). This enables the creator of the cluster to focus analysis efforts on those two concepts without manually considering the relationships between objects & concepts.

Having identified suitable candidates for further consideration, each cluster can be renamed by right-clicking the cluster in the cluster list and selecting “rename”. For this example, Cluster 1.1.1.1 will now be the Purchase Cluster (11), and 1.1.1.2 will be the Vendor Cluster (12).

Right-clicking a cluster and selecting “open” will open the cluster item list (13). From the cluster item list, the cluster can be associated with other objects or object groupings by using the hashtag feature.

By selecting the “Edit Hashtag” button (14), a dialogue is shown that will display existing hashtags based on what is entered (15). If no existing hashtag exists, then a new hashtag can be created by selecting “create” (16). A cluster can be assigned to more than one hashtag if necessary. Once the hashtag has been created, clicking submit will assign the hashtag to all the objects. A folder will be created in the repository explorer (19) for further consideration or analysis.

Finally, as previously mentioned, objects can also be explored the same way as in the 3D visualizer by right-clicking an object and selecting explore (17). This will change the view to display the information flows and forward and backward relations of the selected object. From this view, the “Clusters” (18) button at the top right corner of the screen can be selected to return to the original cluster view. These steps enable users to analyze the clusters and leverage new possibilities by grouping clustered objects through hash tagging.

Videos Highlights

QualiWare Clustering Summary

QualiWare Clustering Detail

Visualization

QualiWare X contains a 3D visualization feature.

The feature can be used on any object or be available in relation to queries and lists.  A visualization creates a “solar system” with the selected object(s) in the center.

Each object in a visualization can be explored locally or included in the original “solar system”.

Visualizing an object

The different visualization is available from the dashboards of e.g. a diagram.

The visualization feature is also available for all objects from the Repository Explorer Context Menu.

When “Visualize” is selected, the 3D visualizer is opened with the selected object in the centre. Objects shown on the left will link to the centre object and objects on the right are linked by the centre object.

View may be turned, and a right-click menu allows the user to open a third dimension of relationships from the selected periphery object.

  • Focus
  • Highlight
  • Show Links
  • Explore (open up a new context view, with the object in center)
  • Local Explore (open up a new context in the same view)
  • Clear All

Hence, it is possible to visualize the relationship you want to explore.

Visualization from a list

The 3D Visualizer may also be accessed from several list (so-called QueryResultViews or QRV).

Once you have filtered the list to contain the desired target object(s), you can click the “Visualize” to open the selection in the visualizer.

This option will result in another “flower-like” view with all first-column objects in the centre ring, and the relationships shown in the QRV as outer rings.

Filtering, highlighting, text search, exploring and other features may be used to analyse and re-render the visualization of the non-graphical data in the list.

Features and menus

As shown above, you can right click any object and explore it further.

You can turn the view by pressing left mouse button and move the mouse.

You can move the whole visualization by pressing the right mouse button and move the mouse.

In the top left corner of the visualizer there is a menubar, giving access to various features and functions.

From the menubar you can:

  • Expand and collapse relations in the visualization
  • Revert the visualization
  • Filter: objects that contains the text is highlighed
  • Remove filter
  • Zoom in and out
  • Fit to screen
  • Local explorer settings: By setting the Expansion length and depth, the placement of the local explore context can be adjusted
  • Focus relationships, enables you to focus on a subset of the relations in the visualization (see example to the right)

Visualizer filtering

As default all templates and relationship are shown in the visualizer.

It is possible to create dedicated filters using the HTMLVisualizerFilter template.

Once a filter is created it becomes available in the Explore and Local Explore menu.

QualiWare releases with enhancements to the Visualizer

Release Notes QualiWare 10.3

Release Notes QualiWare 10.4.2

The Dashboard feature introduced in the QualiWare 10.8

QualiTube

Videos about QualiWare X

Release Webinar 10.9

ArchiMate 3.2. Support and ArchiMate Dashboards

EDGY 23 in QualiWare 10.9

New Features in the Web-Modeler

Repository Explorer in 10.9

QualiWare X 10.8 Highlights

QualiWare X 10.8 New Diagram Dashboards

QualiWare X 10.4 Webinar Recording

Make Smarter Strategic Decisions

Using the table to model in the Web-Modeler in QualiWare X 10.8

Repository Explorer and Context menu

Business Continuity Planning in QualiWare

QualiWare X 10.8 New Diagram Dashboards - Analyzing and Improving

Building a Business Process Network in the Web-Modeler

ArchiMate 3.1 in the web-modeler

Repository Compare

Governance, Risk and Compliance

Compliance Management

Governance Workflow in QualiWare

Business Continuity in QualiWare

Gather all your GRC efforts in one solution

The Compliance Desktop

Enterprise Architecture Use Cases

Application Portfolio Management in QualiWare

Enterprise Architecture Management

Support Transformation and Optimization

Assess and Manage an Evolving IT Portfolio

Capture, Structure, Analyze and Present Models

Innovation with QualiWare

Configuration – QualiWare X 10.8

Configuring Dashboards - QualiWare X 10.8

Configuring the Highlight DashboardItem - QualiWare X 10.8

Configuring the Visualize DashboardItem - QualiWare X 10.8

Configuring Analyses, Edit and other DashboardItems - QualiWare X 10.8

Configuring the Align with DashboardItem - QualiWare X 10.8

Parameterized Generic Queries in QualiWare X 10.8

Configuration

Creating a Gantt chart

Reverse engineering of SQL Server database

Composite Query Design

Creating a cross reference spreadsheet

Migrating external content into QualiWare

Qualiware

APM introduction

Why do organisations need Application Portfolio Management (APM)?

It has become rare for employees to experience a working environment that lacks some form of Information Technology. Applications and their supporting technologies have become critical in delivering business services. Understanding and managing when and where different applications are used, and their role in providing business capabilities is crucial for effective cost and resource management and reducing complexity.

Because IT is so dynamic and plays such a crucial role within all enterprises, it is challenging to manage without a proper tool that accounts for all the applications and their costs, resources, and interdependencies. This challenge is especially evident when keeping track of implemented, upcoming and ongoing changes to mission-critical applications while in continuous operation.

In increasingly complex environments where the IT function could exist in several departments or branches of the business, organisations are also facing so-called “Shadow IT”, where there is no clear overview and governance of the IT portfolio, leading to a situation that becomes unmanageable and increasingly difficult to address the challenges and opportunities which the business is faced with.

Furthermore, the costs of supporting and maintaining all the applications may not be optimised, as some applications may be redundant or not aligned with business capabilities.

By attending to APM as a strategic approach to managing and optimising the portfolio of applications, organisations can make more informed decisions on which applications should be included or excluded from their portfolio.

Business benefits of APM – IT as a strategic partner of the business

In short, APM facilitates the strategic alignment of the IT environment with the organisation’s business goals and objectives. A general overall efficiency in IT investment also becomes evident – where IT becomes a strategic partner of the business to ensure competitive advantage. This partnership is critical for organisations who wish to step away from silos and accelerate Digital Transformation.

Some of the key business benefits of APM include:

  • Cost Reduction and Optimization
  • Application Rationalization
  • Decision-Making
  • Increased Agility and Innovation
  • Risk Mitigation and Compliance Management

Cost Reduction and Optimization

APM enables organisations to assess the costs associated with applications in their IT portfolio. By evaluating the costs of the application – organisations can realise value, optimise spending, and reduce costly expenses on IT systems.
Organisations may find some applications underutilised or redundant in functionality, and that licences, maintenance and support costs may be excessive.

Getting notified

When a user becomes responsible for a task, they get notified in QualiWare. The system will guide them and show their required actions on the task.

It is easy to access a task in the personal to-do list from the dashboard in QualiWare.

Screenshot of the Qualiware system and where to find notifications

Read more

Release Notes 10.10

New Desktop Feature

New Features

Enhancements in front-end

Enhancements in Web-Modeler

New AI Features

New APP

Additional enhancements

Release 10.10 - Highlights

New user interface: Dashboard-UI implemented for Desktop

QualiWare 10.10 introduces a whole set of purpose based Desktops each focusing on a dedicated subset of an architectural aspect, architectural framework or one or more areas within governance, risk or compliance.

The new set of desktops captures all relevant parts for your task at hand in each of the dedicated desktops, being it capability, application or process management, or documenting compliance for an ISO-standard or the new CSRD, NIS2, DORA, GDPR or other regulations.

As a user you will typically only use one or a few of the desktops, and it is possible to selects among available desktops and add or remove them as tabs to your workspace.

All desktops are structured around the same high level layout, allowing the users to get a fast and easy access to the content and features they are looking for.

  1. Top Diagram for the content in the desktop
  2. Purpose based tiles, which support the whole journey within a specific domain from:
      • getting started
      • exploring the current sitation
      • analyze/improve the content
  3. Hierarchy view, collection of most relevant content with in the desktop focus
  4. News section, a “local” desktop news feed, where users can collaborate and share relevant news
  5. Metrics and additional diagrams, showing KPIs, charts, and additional content

Read more about the new Dekstops here.

User Specific and Personalized Desktops

Every user has a Personal Desktop as a starting point.

A user can pin any diagram or content from other desktops to the personal desktop, hence creating a personal desktop with the relevant content from the repository.

As with any other desktop, all tiles can be hided, re-sized and re-organized by drag and drop.

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 Desktop, and the user can “Load Standard Layout” if needed.

You can see more about personalizing desktops here.

New desktop for CSRD, DORA, NIS2, Document Management, Capability Management, Business Transformation and more

As part of the new purpose driven Desktops 10.10 brings customized Desktops for a comprehensive set of pre-configured focus ares.

The new set of desktops captures all relevant parts for your task at hand in each of the dedicated desktops, being it capability, application or process management, or documenting compliance for an ISO-standard or the new CSRD, NIS2, DORA, GDPR or other regulations.

The tool contains a comprehensive set of standard desktops, each focusing on a architectural aspect, architectural framework or one or more areas within governance, risk or compliance.

  • Business Aspects:
    • Desktops focusing on the full journey within an architectural or business domain, e.g. capability, application, process or manufacturing
  • Architectural Frameworks:
    • Desktops focusing on an Architctural Framework, and how it is applied and used within the organization
  • Enterprise Design
    • A set of Desktops tailored to the EDGY Framework and its different facets
  • Governance, Risk and Compliance
    • Comprehensive risk and compliance Desktops as well as a set of Desktops each dedicated to a specific regulation (CSRD, DORA, NIS2)

Explore the list of standard desktops here.

NAF support, UAF support, Improvements to ArchiMate XML interface

In version 10.10 QualiWare now supports both NATO Architecture Framework (NAF) and Unified Architecture Framework (UAF).

There is a new dedicated desktop supporting the two framework, see more about the desktop here.

Configurable structure of relevant subset of repository explorer

Ensure that you users get quickly access to the most relevant part of your repository.

The new Desktops includes new tiles that contain a Hierarchy / Structure view where it is possible to collect most relevant diagrams and content related to the Desktop.

The hierarchy view is browsable, the user can unfold the hierarchy to explore the structure and navigate directly to a specific diagram.

This feature has been part of QualiWare for some time, and is known from the Diagram-Dashboards for e.g. Processes and Applications (see more here).

What is new, however, is that you easily can add/modify the models that should be part of the structure view. The structure updates automatically, and hierarchy are updated as part of the governance flow when new diagrams are added via the “breakdown to” or “visualized by” relations.

Through these tiles the user can get a relevant subset of the repository explorer showing the diagram types related to the specific use case and Desktop.

These are fully configurable – Diagrams can be removed or added as needed.

Pin to My Desktop

It is possible to pick and choose relevant parts from the different dekstops and “pin” them to your user specific desktop, which will work as your default desktop.

In addition to pinning tiles from the different desktop it is also possible to “Pin” specific diagrams, using the icon in the toolbar.

The “Pin to My Desktop” button is available in the toolbar, in the dashboard view for a diagram.

Once the content is pinned to your desktop, you can personalize your desktop by rearranging, re-sizing and hiding tiles.

Smart Importer for importing .csv-files

Introducing QualiWare’s Smart Importer

  • Enrich your repository fast: With the Smart Importer you can enrich you repository fast by importing external data from CVS-files
  • Intelligent Mapping the relevant properties in the Metamodel: The Smart Importer uses AI to help users with mapping between external data, e.g. in a CSV file to the appropriate metamodel and relevant properties
  • Guides you through the steps: Guides you through the stepsfrom resolving conflicts to existing data, and/or select with properties and elements should be created/updated.

The new Smart Importer will guide you through each step—from selecting the file, mapping the data to be imported, to handling conflicts and choosing which objects and data to include or exclude. You can also decide whether new objects should be created and/or existing ones updated.

Read more about the Smart Importer here

Survey

It is now possible to create simple surveys in QualiWare, and send it to your repository users to collect data.

This could be an predefined EDGY EnterpriseScan or another type of questionnaire.

Read more about the new survey feature here.

Support for PowerBI

It is now possible to embed your Power BI reports to a desktop/dashboard tile and thereby include it in the collaboration platform.

Read more about using Power BI in QualiWare here.

New menu UI

Version 10.10 introduces a new UI to the MegaMenu.

Icons and menu text in the first menu level have been updated and reorganized to minimize the amount of space it occupied on the screen.

As the user navigates through the menu to level two and three the menu changes into a dropdown menu.

Attribute preview in Visualizer, Repository Explorer and in the Webmodeler

To improve the efficiency of QualiWare and improve the user experience it is now possible to preview and edit attributes directly in the property window when using the web-modeler or in a visualization.

Inline editing of object properties e.g. directly from preview

In 10.10 it is no longer necessarily to open an object to edit its properties.

You can toggle on the “Inline Editing” and then double-click on the specific property in the property tile to directly edit it.

It is possible to inline editing in all attributes preview lists, both in the web frontend, visualizer, repository explorer and in the web-modeler.

Spreadsheet support for propertysheets, translation, revisions and XYZ-link matrices

QualiWare 10.10 introduces a new properysheet template, that enables to get a spreadsheet view of:

  • default properties for an object
  • a set of properties for an object for multiple:
    • Configurations
    • Languages
    • Revisions

This enables the user to easily explore and modify properties of different variants of the same objects.

Configurations

The configurations show the properties of the object in the available configurations, e.g. Base and Development

Languages

The configurations show the properties of the object in the available language variants.

Revisions

The configurations show the properties of the object in the available revisions.

Smart “Add row” and “Add Column” in spreadsheet

Spreadsheets now have the functionality to add new rows and columns directly in the spreadsheets.

The funtionality is very usefull in the link Matrix spreadsheets (so-called XY-spreadsheets).

In these spreadsheets you have a list of e.g. capabilities in the first coloumn, and the on the other “axes” you can have a lists of related initiatives, processes, informations or applications.

As default the link matrixes only shows already related objects.

The new feature makes it easy to add new/existing objects to the spreadsheet to facilitate fast bulk editing of realtionships.

New visualizations

Gain a deeper understanding of your organization through the new visualizations introduced in 10.10.

Framed

This visualization shows how different objects are related by framing them through their relation, e.g. “DeliverCapability” showing the different elements (process, application, project, ect.) that delivers the capability.

Hierarchy

The hierarchy visualization allows the user to navigate through the hierarchy:

  • either by expand multiple level at a time (by right clicking the object)
  • and/or by navigating through the hierarchy and clicking on the branches to expand/hide the next level

Context View 2D

The context view 2D visualization is not new, but now it has been added to the list of Visualization using a HTMLFeature, which enables it to be a part of the Table list in a HTMLDashboardItem.

It is still possible to have as a seperate DashboardItem using the “ContextView” Method.

TreeList support for standard GovernanceWorkflows e.g. Promote, Approve, Revision

TreeList is now supported for standard GovernanceWorkflows.
This enables the user to select which objects to should be included as part of the governance, when e.g. approving a Process Diagram, it is possible to select if any of the processes in the diagram should be approved as well (similary when creating a new revison of the diagram).

The TreeList can be configured to include/disable objects with specific properties.

Read more about the Governance Workflows here.

Web-dialogs become non-model, movable and minimizable. Multi object editing in web-dialogs

Work with several different web dialogs at the same time across the whole web-platform, both in the Web-modeler and on thweb.

In version 10.10 it is possible to have several web-dialogs open at the same time. They are fully movable and can be minimized to help navigating while editing.

New UI in Web-modeler

In QualiWare 10.10 the User Interface has been updated in Web-Modeler, and additional features have been included.

  1. The left side menu has been updated
  2. The Symbol bar has been moved to the left side
  3. The property window in has been expanded and it is now possible to do inline editing in the properties directly (see more here)
  4. Governance actions has been included in the web-modeler (see more here)
  5. It is possible to filter properties to see only favorite/value-only or all properties (see more here)

Read more about the Web-Modeler here.

QWM: New Diagram Types

In QualiWare 10.10 the following diagrams have been enabled for the web-modeler:

Favorite/full/Value-only support in properties

In the new properity view in the Web-Modeler, it is possible to toggle between full view or favorite property view, and in the full view it is possible to hide empty properties, only focusing on the properties that are described/instantiated.

The list of Favorite properties is determined by the properties defined by the Properties in the Properties tile in the associated diagram. This way, you get an easy access to the favorite fields that are used in the organization.

The Properties are configured in the HTMLContentTable associated with the template, as defined in the context dependent tile.

Governance support in Web-modeler

It is not possible to perform governance actions directly in the web-modeler.

This enableas you to e.g. create new revisions of frozen objects and update them without exiting the web-modeler.

Read more about governance workflows here.

Read more about the Web-Modeler here.

Right-click to set options on symbols and connections in Web-Modeler

In the web-modeler it is possible to right click a connection or a symbol in the Web-Modeler and select between options.

More options have been added so it is easier to set the options simple by right-clicking intead of editing the symbol or connection to set the properties in the web-dialog.

Read more about the Web-Modeler here.

“Context”-event introduced in BPMN diagram

A new Context event type has been added to the standard events (Start, Intermediate and End), in the BPMN diagram (BusinessProcessDiagram).

When used the new Context Event changes collor to reflect the standard events (Start, Intermediate and End) based upon the connections linked to the event.

If connections are linked from the event if changes collor to Blue as a Start event.

If connections are linked to and from the event if changes collor to Yellow as an Intermediate event.

If connections are linked to the event if changes collor to Red as an End event.

Support for accordions and sub-symbol-selection in web-modeler

It is now possible to set up accordions in the web-modeler to make it possible to select specific sub-symbols from the symbols menu.

This way you can use the drag and drop / click on the symbol to add the sub-symbol to the canvas.

Improved performance for Save-Load in Web-Modeler

The performance has been improved when loading and saving diagrams in the web-modeler.

Suppport for AI Chatbot

A new AI Chatbot has been embedded directly in QualiWare. This allows users to ask questions, analyze content, and explore repository data in a natural, conversational way.

Support for Response ontologies and AI-based generation of objects with non-graphical relations. New predefined KnowledgeScopes

The QualiAI has been updated and is now not only available in the web-modeler helping you to create new diagram, now it is possible to use it from the web front-end to enrich content and add generate non-graphical relations and objects to selected content.

When the object(s) is selected you can add the QualiAI and prompt what you would like to get help with, and it suggestions will appear in a spreadsheet for your review and approval.

Note it is possible to multi-select by holder <ctrl> and clicking on the relevant objects.

Read more about the QualiAI here.

AI supported PowerPoint presentation generator

The new generate PowerPoint feature is a great asset in the QualiWare reporting toolset.

It allows the users to quickly create and compile different diagrams into a PowerPoint presentation.
The PowerPoint feature uses QualiWares AI to showcase relevant diagram information in the repport.

Read more about the PowerPoint generator here.

Support for AI usage analysis (EU directive)

Every object that have had AI generate any kind of information will have this tagged.

This allows for an easier documentation when audited on what part of an organization that is AI generated.

The QualiAI will automatically update the properties when used to create or modify the object.

The properties can be found on the “Governance” tab on the object.

QualiWare GO – Augmented Reality app provides easy access to content

QualiWare Go is the new mobile app from QualiWare, designed to keep you connected to your organization’s management system, wherever you are. Scan QR codes, view procedures, check data, or log actions directly from your phone or tablet, right where the work happens.

New compare features, compare with .qrx-files and custom object-list, compare with other object revisions, export of objects

The compare feature has been expanded to include .qrx-files and custom object-list.

It is now possible to load QualiWare importfile (.qrx-file) into the repository compare, to explore and compare an import file with the current repository, as import/copy (a subset) from the import file.

Once the import file is loaded it is possible to exlore/compare the content with the current repository, and use the standard funtionality to copy content from the importfile to the current repository

To use this feature you need to set up a Data Storage Pool in the Repository Adminstrator module (RA).

Read more about the repository compare here.

Language support

In QualiWare 10.10 we have improved the way to translate the web front end in the different working languages in the repository.

All labels and text can be translated and managed easily using the spreadsheet feature function.

The spreadsheet lists all the labels and their translations.

All the labels can be automatically translated using Microsoft Translator, and can be easily updated afterwards.

Once the labels have been translated (or imported) the labels are translated on the web frontend.

Read more about Front End Translation here.

Read more about language support here.

Watch Dog for QCL-engine

The QCL-engine is a central backend feature that tracks all changes in the repository, and triggers related updates of diagrams, data and governance actions.

The QCL-engine in managed in the administrator module, and now a watch dog is set up to monitor to status, and if needed it automatically restarts the engine to ensure that the web-portal always is kept updated.

QIS: Template and Attribute mapping

The possibility of rename template and attributes have been added to the service operations in the repository adminstrator (RA) module.

This can be relevant if the metamodel has changed and you need to update content from repositories using a different metamodel than the current repository metamodel.

It is possible to rename template name, and attributes on a template type.

Desktops

Summary

QualiWare 10.10 introduces a whole set of purpose based Desktops focusing on a dedicated subset of e.g. an architectural aspect or specific task:

  • each desktop support the whole journey within a specific domain from:
    • getting started
    • exploring the current sitation
    • analze/improve the content
    • follow up

All the desktop are based upon the dashboard feature introduced in QuialiWare 10.8 for diagrams, this means that:

  • it is possible to set up multiple layouts for a desktop, e.g. browsing view for the content user; and an analyzing and improving view for the content owner
  • the desktop can be customized by the user

Different types of Desktops

QualiWare is a very comprehensive tools that enables you to model and manage every part of your business and using the modelling framework of your choice, and/or documenting and fulfilling compliance requirement of one or more regulations or standards.

The new set of desktops captures all relevant parts for your task at hand in each of the dedicated desktops, being it capability, application or process management, or documenting compliance for an ISO-standard or the new CSRD, NIS2, DORA, GDPR or other regulations.

The tool contains a comprehensive set of standard desktops, each focusing on a architectural aspect, architectural framework or one or more areas within governance, risk or compliance.

From the left menu, you have access to all available desktops. The desktops are grouped according to their purpose:

  • Business Aspects:
    • Desktops focusing on the full journey within an architectural or business domain, e.g. capability, application, process or manufacturing
  • Architectural Frameworks:
    • Desktops focusing on an Architctural Framework, and how it is applied and used within the organization
  • Enterprise Design
    • A set of Desktops tailored to the EDGY Framework and its different facets
  • Governance, Risk and Compliance
    • Comprehensive risk and compliance Desktops as well as a set of Desktops each dedicated to a specific regulation or ISO standard

Explore the list of standard desktops here.

Desktop Layout

All desktops are structured around the same high level layout, allowing the users to get a fast and easy access to the content and features they are looking for.

Architecture Aspects Desktops

  1. Top Diagram for the content in the desktop
  2. Purpose based tiles, that covers the whole journey within the purpose of the Desktop, see more below
  3. Hierarchy view, collection of most relevant content with in the desktop focus
  4. News section, a “local” desktop news feed, where users can collaborate and share relevant news
  5. Metrics and additional diagrams, showing KPIs, charts, and additional content

Purpose based desktops

The concept of a desktop is to capture and focus ares and support the user throughout the journey of the development and maturing of that particular area from “getting started” to browsing, modifying, and monitoring of the status.

Getting Started

Each Desktop has a “Getting Started” tile that provides easy access to the most relevant features in relation to the focus on the desktop.

The tile is organised in a unified way throughout the desktops.

“Getting Started” tile contains:

  • Easy access to the smart importer enabling you to import existing content from other sources via e.g. CSV-files (read more about the Smart Importer here)
  • Create content, displays a list of relevant model types within the focus area of the desktop, allowing you to create new models within the scope of the desktop
  • Edit content, displays a seachable list of existing models within the focus area of the desktop, allowing you to edit existing models within the scope of the desktop
  • Visualize content, displays a seachable list of existing models within the focus area of the desktop, allowing you to visualize existing models within the scope of the desktop
  • Approch to …, contains a set of references to methological content on QualiWare Center of Excellence and/or other sources (where relevant)

Task based tiles for different steps in the journey

In addition to the getting started a set of additional tiles are available on the desktops, aiming to represent sub-taks within the purpose of the desktop .

Each tiles has a heading e.g. “Establish an overview of current situation”, and contains one or more groups of queries and lists.

The “Current Situation” tile gives access to queries and list of the essential objects types related to the desktop.

In addition, there is easy access to a list with all the objects that are related to the user under the “My Involvement”.

The tiles can contain 2 levels, grouping the detailed queries and list under a higher level of type, below example from the process desktop.

Hierarchy/Structure view

Many of the desktops includes a Hierarchy / Structure view where it is possible to collect most relevant diagrams and content related to the Desktop.

The hierarchy view is browsable, the user can unfold the hierarchy to explore the structure and navigate directly to a specific diagram.

This feature has been part of QualiWare for some time, and is known from the Diagram-Dashboards for e.g. Processes and Applications (see more here).

What is new, however, is that you easily can add/modify the models that should be part of the structure view. The structure updates automatically, and hierarchy are updated as part of the governance flow when new diagrams are added via the “breakdown to” or “visualized by” relations.

News

There is a news tile on the desktops where relevant “local” desktop news easily can be created and shared on the platform to relevant insights and enhance the collaboration aboout the content.

The news are shown on the desktop, and applies the standard generic NewsItem template that have been available in the toolset for many years.

Select among available Desktops

As a user you will typically only use one or a few of the desktops, and it is possible to selects among available desktops and add or remove them as tabs to your workspace.

End-user Customizable

The Desktops are building on the Dashboard feature introduced in QualiWare 10.8. Hence, each desktop can be customized by the user.

All the tiles on the desktop 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 Desktop, and the user can “Load Standard Layout” if needed.

Personal Desktop

Every user has a Personal Desktop as a starting point.

A user can pin any diagram or content from other desktops to the personal desktop, hence creating a personal desktop with the relevant content fro the repository.

As with any other desktop, all tiles can be hided, re-sized and re-organized by drag and drop.

My Personal Actions

From the Personal Desktop the user has “My Personal Actions” which is a tile with easy access to lists and actions with user relevant and specific content.

The first part of the Personal Actions lists:

  • My To-Do list, lists all governance tasks assigned to the user (the corresponds to the “My Task” list known from the toolbar)
  • My Responsibilities, lists all objects in the repository where the user is the responsible.
  • My Subscriptions, lists all the users subscriptions, both personal and team subscriptions (the corresponds to the “My Subscription” list known from the toolbar)
  • My Feedback, lists all ChangeRequest, Ideas and Problems, craeted by the user

The second part of the Personal Actions contains relevant lists related to Compliance and risk:

  • My Audits
  • My Non-conformances
  • My Corrective actions
  • My Risks

The last part of the Personal Actions gives the user easy access to create different types of feedback items:

  • Register ChangeRequest
  • Register Idea
  • Register Problem

Pin to My Desktop

It is possible to pick and choose relevant parts from the different dekstops and “pin” them to your user specific desktop, which will work as your default desktop.

In addition to pinning tiles from the different desktop it is also possible to “Pin” specific diagrams, using the icon in the toolbar.

It is also possible to “Pin” specific diagrams, using the icon in the toolbar.

Additional features

Available help and guidiance

The tile structure applied in the deskops aims to guide you through the most relevant steps within the desktop area.

As mentioned above, you can also find relevant links to content that contains a more methological gudiance or approach contained in the deskop.

One a more detailed level, you can also find (and update if relevant) help behind each tiles. The help can be shown by clicking on the “?” in the upor right corner (when available).

Easy access to repository explorer

There is easy access to the repository explorer from the tiles.

The repository explorer view contains the relevant subset of templates associated to the scope of the deskop making it easy to explore the relvant content in the repository.

It is possible to have multiple lists, such as a list of diagrams and another with all templates related to the desktop domain.

Read more about the Repository Explorer here.

Explore the standard Desktops

As standard QualiWare contains a new set of desktops, read more about the desktops below.

  • All
  • Architecture Framework Desktop
  • Business Aspects Desktop
  • Enterprise Design Desktop
  • Governance-Risk-Compliance Desktop
Innovation Desktop

Innovation Desktop

Being on the Innovation Desktop - Architects and Business Users of the organization can define, organize and prioritize ideas, customer journeys and innovation stretegies while analysing performance matrics. Plan the required transformation initiatives and the roadmap. In an age of constantly changing market dynamics and the need to react to these, Innovation Management has become ... Read more

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Strategy Desktop

Strategy Desktop

Being on the Strategy Desktop – Architects and Business Users of the organization can define and evaluate the business strategy, the strategic framework, the business ecosystem and the business operating model. Evaluate the status of strategic metrics and indentify the required transformation initiatives.. Business strategy helps organizations decide where to focus their efforts and resources. ... Read more

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Capability Managment Desktop

Capability Managment Desktop

Being on the Capability Management Desktop, Architects and Business Users can define and asses business capabilities. Analyse the delivery of important capabilities by the business processes, applications, initiatives etc. Capabilities are imperative for organizations as they represent the skills, processes, resources, technologies, and competencies that enables them to achieve the strategic objectives and deliver value ... Read more

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Business Transformation Desktop

Business Transformation Desktop

Being on the Business Transformation Desktop – Architects and Business Users of the organization can create, maintain and implement the strategy of the transformation of the organization, the strategic roadmaps and tranformation plans for the future: Innovation Strategies, Initiatives and performance metrics. Understand where the organization is going and plan accordingly to ensure an transformation ... Read more

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Process Management Desktop

Process Management Desktop

Being on the Process Management Desktop, Architects and Business Users can define highlevel Business Process Networks, Value Chains, Value Stream Model and Manufacturing Routing Networks. Decompose processes to Work FLow Diagram or Business Process Diagrams and evaluate the risk, compliance and digital aspects of the processes. Plan and implement required process changes. Through this desktop ... Read more

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Application Management Desktop

Application Management Desktop

Being on the Application Management desktop, Architects, Application Managers and Business Users can define and manage application architectures and functionality. Evaluate application risk and technical debt. Design new application landscapes and integrations, and plan for application changes. By attending to APM as a strategic approach to managing and optimising the portfolio of applications, organisations can ... Read more

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Information Management Desktop

Information Management Desktop

Being on the Information Management Desktop, Architects and Business Users can define all levels of information models from semantical level through conceptual logical and physical levels. Evaluate information usage and risk. Maintain an understanding of the vertical lineage and plan for required changes to information structure and usage. Understand your organizations use of information thourgh ... Read more

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Interoperability Desktop

Interoperability Desktop

Being on the Interoperability Desktop – Architects and Business Users of the organization can define the application integration including the Integration Vies, the data mapping and the API structures. Build a platform independant view of the knowledge shared across application. Maintain a process oriented information lineage across the integrations. With rapid development in the digital ... Read more

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Composable Business Desktop

Composable Business Desktop

Being on the Information Management Desktop, Architects and Business Users can define business domains and ownership. Define business logistics and value streams, and the business domains sharing of information, applications and functionality. Organize risk analysis initiatives from a strategic domain oriented view, and implement risk analysis programs to execute and follow up on the corporate risk ... Read more

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Organization Management Desktop

Organization Management Desktop

Being on the Process Management Desktop, Architects and Business Users can model the organizations business eco-system, stakeholder models and organization diagram. Define positions and roles and manage the organizations competencies and certificates. Manage organization risks, accidents, policies and resilience responsibilities. Plan and manage projects that involve the organization. Desktop Journey With QualiWare’s purpose driven desktops, users ... Read more

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Manufacturing Desktop

Manufacturing Desktop

Being on the Process Management Desktop, Architects and Business Users can design and manage product architectures, production sites, product roadmap and product manufacturing. Assess the product lifecycle and environmental impact, and maintain the product passport. Manage product feedback and product risk (FMEA). Desktop Journey With QualiWare’s purpose driven desktops, users are enabled to have centralized workspaces ... Read more

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Technology Management Desktop

Technology Management Desktop

Being on the Technology Management Desktop, Architects and Business Users can define and manage logical as well as physical business object and infrastructures. Manage Infrastructure risk and technology lifecycles. Desktop Journey With QualiWare’s purpose driven desktops, users are enabled to have centralized workspaces for each area within the QualiWare Enterprise Architecture and GRC platform. Doing ... Read more

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Asset Management Desktop

Asset Management Desktop

Being on the Asset Management Desktop, Architects and Business Users can define strategic asset management plan including objectives, capabilities, processes and improvements. Document the full asset portfolio originating from investments, products, equipmenta and applications. Configure the QualIWare GO augmented reality app, to make sure assets and related documentations is readily available when required. Desktop Journey ... Read more

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Enterprise Architecture Desktop

Enterprise Architecture Desktop

Being on the Enterprise Architecture Desktop, Architects and Business Users can define and maintain the QualiWare Enterprise Architecture framework. Define the usage of AI in the EA work including the specification of knowledge scopes to control secure content creation, prompt engineering and presentation definitions. Define the ontology diagrams used to define the interaction with the ... Read more

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Business Architecture Desktop

Business Architecture Desktop

Being on the Business Architecture Desktop, Architects and Business Users can define and maintain the Process Renewal Group Business Architecture framework. Define the usage of AI in the EA work including the specification of knowledge scopes to control secure content creation, prompt engineering and presentation definitions. Define the ontology diagrams used to define the interaction ... Read more

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Zachmann EA Framework Desktop

Zachmann EA Framework Desktop

From the Zachmann Enterprise Architecture Framework Desktop you can manage the use of Zachmann Enterprise Architecture Framework within your organization. The desktop shows: a diagram of the architecture framework, and each cell in the framework is mapped to the templates types (diagrams) that are used for the different architectural aspects. Getting started Edit framework details ... Read more

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TOGAF Architecture Framework Desktop

TOGAF Architecture Framework Desktop

From the TOGAF Architecture Framework Desktop you can manage the use of TOGAF within the organization. The desktop shows: a diagram of the architecture framework, and each cell in the framework is mapped to the templates types (diagrams) that are used for the different architectural aspects. Getting started Edit framework details Architectural principles and compliance ... Read more

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ArchiMate Framework Desktop

ArchiMate Framework Desktop

From the ArchiMate Framework Desktop you can manage the use of ArchiMate within the organization. The desktop shows: a diagram of the architecture framework, and each cell in the framework is mapped to the templates types (diagrams) that are used for the different architectural aspects. Getting started Edit framework details Architectural principles and compliance News ... Read more

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NATO Architecture Framework Desktop

NATO Architecture Framework Desktop

From the NATO Architecture Framework Desktop you can work with NAF and UAF within the organization. The desktop shows: a diagram of the architecture frameworks (NATO Architecture Framework and Unified Architecture Framework), and each cell in the framework is mapped to the templates types (diagrams) that are used for the different architectural aspects. Getting started ... Read more

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EDGY Overview Desktop

EDGY Overview Desktop

From the EDGY Overview Desktop you can manage the use of EDGY within the organization. The desktop shows: a diagram of the architecture framework, and each cell in the framework is mapped to the templates types (diagrams) that are used for the different architectural aspects. Getting started How's my Enterprise Design doing? Enterpise Scan (surveys) ... Read more

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EDGY Identity Desktop

EDGY Identity Desktop

From the EDGY Identity Desktop you can manage and explore content within the EDGY Identity facet within the organization. The desktop shows: Selected maps within the facet Analyse and design maps Surevey and feedback Read more about the Desktops Explore the general introduction to desktops using the links: General introduction to Desktops Summary Desktop Types ... Read more

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EDGY Architecture Desktop

EDGY Architecture Desktop

From the EDGY Architecture Desktop you can manage and explore content within the EDGY Architecture facet within the organization. The desktop shows: Selected maps within the facet Analyse and design maps Surevey and feedback Read more about the Desktops Explore the general introduction to desktops using the links: General introduction to Desktops Summary Desktop Types ... Read more

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EDGY Experience Desktop

EDGY Experience Desktop

From the EDGY Experience Desktop you can manage and explore content within the EDGY Experience facet within the organization. The desktop shows: Selected maps within the facet Analyse and design maps Surevey and feedback Read more about the Desktops Explore the general introduction to desktops using the links: General introduction to Desktops Summary Desktop Types ... Read more

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EDGY Base Desktop

EDGY Base Desktop

From the EDGY Experience Desktop you can manage and explore content within the EDGY Base elements within the organization. The desktop shows: Selected maps within the facet Analyse and design maps Surevey and feedback Read more about the Desktops Explore the general introduction to desktops using the links: General introduction to Desktops Summary Desktop Types ... Read more

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EDGY Enterprise Desktop

EDGY Enterprise Desktop

From the EDGY Enterprise Desktop you can manage and explore EDGY content on an enterprise level. The desktop shows: Selected maps on the Enterprise level, i.e. covering multiple facets Analyse and design maps Surevey and feedback Read more about the Desktops Explore the general introduction to desktops using the links: General introduction to Desktops Summary ... Read more

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Risk Management Desktop

Risk Management Desktop

From the Risk Management Desktop you can manage and explore all level of risk management within your organization. The desktop contains the following journey steps, represented by the following tiles on the desktop: Getting started Risk identification Risk Assessment Risk Mitigation Risk Monitoring Risk Analysis management Risk Context overview Business Continuity management Manage business processes ... Read more

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Compliance Desktop

Compliance Desktop

From the Compliance Desktop you can manage and explore all level of compliance within your organization. The desktop contains the following journey steps, represented by the following tiles on the desktop: Getting started Audit Compliance Matrices GDPR Incident Management Business Continuity management Futhermore, the desktop contains a compliance structure and some business charts showing the ... Read more

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Sustainability Desktop

Sustainability Desktop

From the Sustainability Desktop you can manage sustainability and CSRD within your organization. The desktop contains the following journey steps, represented by the following tiles on the desktop: Getting started Establish an overview Sustainable Development Goals Perform and document audits Document compliance Manage business processes Manage Risk Futhermore, the desktop contains a sustainability structure and ... Read more

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DORA Desktop

DORA Desktop

From the DORA Desktop you can manage cybersecurity and DORA within your organization. The desktop contains the following journey steps, represented by the following tiles on the desktop: Governance, policies, standards Manage Risk Organization and culture Business Processes and practices Tools and technology Reporting Futhermore, the desktop contains a DORA structure and a News tile. ... Read more

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NIS2 Desktop

NIS2 Desktop

Being on the NIS2 Desktop, Architects and Business Users can manage a full corporate wide NIS2 regulatory compliance reporting based on company standards and policies. Manage Risks, Business Continuity and Incidents. Document Business capabilities, domains and processes. Document the business connections and contracts including the supply chain. Document applications, information and technology. Perform and manage ... Read more

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Document Management Desktop

Document Management Desktop

Being on the Document Management Desktop, Architects and Business Users can create, edit and search through documents. Maintain and monitor the governance of documents. Desktop Journey With QualiWare’s purpose driven desktops, users are enabled to have centralized workspaces for each area within the QualiWare Enterprise Architecture and GRC platform. Doing so allows users to use preconfigured ... Read more

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Contract Management Desktop

Contract Management Desktop

Being on the Contract Management Desktop, Architects and Business Users can manage projects, investments and organization. Manage contracts and the business context such as, Contracts and processes, Contracts and IT, Contracts and Assets, Contracts and organization, and Contracts and risks. Desktop Journey With QualiWare’s purpose driven desktops, users are enabled to have centralized workspaces for ... Read more

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Configuring Desktops

A set of standard Desktops are included in the standard publisher.

The desktops can be configured, enabling you to customize them to your need and update them if relevant.

Desktops uses HTMLDashboard

The Desktops are configured via the HTMLDesktop template applying one or more HTMLDashboards.

As usually the HTMLDesktops are associated to the web via the HTMLPublisher on the Personal Page Tab.

Note that to enable the new desktop funtionality, introduced in QualiWare 10.10, the HTMLDesktop must only contain HTMLDashboard(s). If HTMLTiles are included in a HTMLDesktop, the behavior of the desktop will change and the desktop will not be included in the list of available desktops.

Similary to the diagram dashboard, introduced in QualiWare 10.8, the Desktop are configured using the templates:

Note, to enable the new functionality the Desktops must be configured as HTMLDashboards and associated to the a HTLMDesktop in the HTMLPublisher.