Stakeholder: CFO

Product Canvas

Purpose: The purpose of the Product Canvas template is to present the relevant information related to a specific product.

Core concerns: The Product Canvas template enables you to gather relevant Business Charts and model Personae, Product Demands, Markets, Locations and Products. Additionally, you can model a SWOT analysis that details the Strengths, Weaknesses, Opportunities and Threats the product is affected by.

Below, you can see two Product Canvases. The first has its focus on a product within two markets, showing the expectations two different customer segments have to the product.

ProductCanvas_2

The second example shows information related to a specific market, Poland, including product architecture and business assessment:

ProductCanvas_1

Relation to other templates:

The Product Canvas Template is inherently related to the Product Architecture, Product Roadmap and Product Variant Master, in the sense that all these models focus on different aspects of the lifecycle of a product. Furthermore, you can create additional Business Charts for the Product Canvas by using the dedicated template. Another view on projects and initiatives are provided from the Enterprise Investment Portfolio. There, the reasoning behind the investment in the project is visualized by connecting the initiative (in this case a new product) to the specific goals of the enterprise that it contributes to. Another view on how the product meets customer needs can be documented in the Value Proposition Canvas.

Properties and metadata: The Product Canvas can for example retain the following information:

  • A description of the diagram
  • Link to the owner of the canvas
  • Link to the one responsible for the canvas
  • Audits (auto generated information regarding its current state and access rights)
  • Associated documents, diagrams and other objects
  • Inherent Risk detailing risk considerations
  • Governance information detailing information about the published diagram and who has been involved in the approval of the diagram

The above picture shows the properties dialogue window for the Product Canvas where you can view and edit the diagram’s properties in QualiWare Lifecycle Manager.

Lifecycle Assessment Diagram

Purpose: The purpose of the Life Cycle Assessment Diagram template is to document the relations for an activity or product in a lifecycle context.

Core concerns: The Lifecycle Assessment Diagram concerns itself with modelling elements in a company that interact with the environment. The template enables you to model Environmental Aspects and Objectives for Activities in your organization. This template allows you to model Business Objects, Activities, Performance Indicators, Business Connection, Goals, Policies, Critical Success Factors, Change Requests and Problems. These elements can be grouped into Categories and connected by Impact Quantity, Recycling, Logistical Flows, Information Flows, and Activity Paths.

Below, you can see an example of a Lifecycle Assessment Diagram for a Product, from production to packaging, focusing on reducing unbiodegradable waste:

The elements used in this example are Business Objects as input and output, Activities showing Logistical Flows and Recycle under Process. Under the Environment Category, Environmental Aspects, Impact and Objectives are identified and Policies for reaching the Objectives are also included. The diagram focus on a single Environmental impact: Waste. You can also choose to map out several Environmental impacts that are relevant to a specific activity or product.

Relation to other templates: The Environmental Aspects and Impacts from the Lifecycle Assessment Diagram can be further explored in the Environmental Impact Diagram. The Lifecycle Assessment Diagram is also related to the Business Process Diagram and Workflow Diagram, in the sense that they all are related to detailing aspects of processes. The Lifecycle Assessment Diagram can also be decomposed from the Inventory object shown in, for example, the Production Site template.

Properties and metadata: The Lifecycle Assessment Diagram template ­­­­can for example retain the following information:

  • A description of the diagram
  • Link to the owner of the diagram
  • Link to the one responsible for the diagram
  • Audits (auto generated information regarding its current state and access rights)
  • Associated documents, diagrams and other objects
  • Inherent Risk detailing risk considerations
  • Governance information detailing information about the published diagram and who has been involved in the approval of the diagram

The above picture shows the properties dialogue window for the Lifecycle Assessment Diagram template, where you can view and edit the diagram’s properties in QualiWare Lifecycle Manager.

For more information: You can learn more about Lifecycle Assessment on the US Sustainable Facilities Tool website or turn to ISO standard 14040.

Generic Query

Purpose: The Purpose of the Generic Query template is to provide datasets for QualiWare System templates.

Core concerns: The Generic Query template is an auxiliary template. The Generic Query can be created using a Query Design template which enables you to easily structure the query for creating reports. When creating a Report for a diagram, the Generic Query created using the Query Design should be used as a Data Set in the Report Definition.

A Generic Query can also be generated using its Property Dialog, where you can link to Data Source and filter the data selection using a wizard – see example of the property dialog below:

The Generic Query can, for example, take the form of data sheets:

GenericQuery_2

The Generic Query template can also execute a command using the Advanced Query tab:

Relation to other templates: Generic Queries are automatically created when creating a Query Design. Generic Queries are used in the following templates: HTML Template Definitions, HTML Embedded content, HTML Publisher and HTML Content tab.

Properties and Metadata: The Generic Query can for example rentain the following information:

  • A description
  • Audits (auto generated information regarding its current state and access rights)
  • Query Filter, including a wizard for filter options
  • Attribute Definition
  • Advanced Query
  • Matrix Behavior

The above picture shows the properties dialogue window for the Generic Query where you can view and edit the diagram’s properties in QualiWare Lifecycle Manager.

 

 

Enterprise Investment Portfolio

Purpose: The purpose of the Enterprise Investment Portfolio template is to model enterprise goals and investments.

Core concerns: The Enterprise Investment Portfolio template enables you to model Goals, Projects, and Initiatives. The projects and initiatives can be connected to enterprise goals them through Project Contributions, that show the viable minimum and optimistic maximum of the value contribution. Below, you can see an example of an Enterprise Investment Portfolio, where the way goals are realized is visualized:

 

EnterpriseInvestmentPortfolio_1

Other Functionalities: By using the Enterprise Investment Actions tab, you can create, for example, a Portfolio Value matrix, which offers another way to view the same data:

Relation to other templates: The Enterprise Investment Portfolio is a strategic template and is as such related to the enterprise’s Strategy Model, Strategic Roadmap, Business Canvas and Innovation Canvas. The projects contained in the initiatives can also be further described in the Work Model template.

Properties and metadata: The Enterprise Investment Portfolio template can for example retain the following information:

  • A description of the diagram
  • Link to the owner of the diagram
  • Link to the one responsible for the diagram
  • Audits (auto generated information regarding its current state and access rights)
  • Associated documents, diagrams and other objects
  • Inherent Risk detailing risk considerations
  • Governance information detailing information about the published diagram and who has been involved in the approval of the diagram

The above picture shows the properties dialogue window for the Enterprise Investment Portfolio template, where you can view and edit the diagram’s Properties in QualiWare Lifecycle Manager.

For more information: This model type is used in the Enterprise Investment Methodology developed by Chris Potts and QualiWare. To learn more about Enterprise Investment, you can about it here:Enterprise Investment.

Dashboard

Purpose: The purpose of the Dashboard template is to publish selections of Business Charts targeting different stakeholders. It should be used to gather a series of relevant or connected Business Charts to provide a dashboard-like overview.

Core concerns: The Dashboard template enables you to gather Business Charts, Key Performance Indicators, Performance Indicators and General Concepts to create stakeholder specific views of analyzed data. For example, an Enterprise Architect could find a Dashboard containing Business Charts relevant to the usage and governance of the Enterprise Architecture useful.

Below, you can see examples of different Dashboards presenting an array of Business Charts:

Dashboard_1

 

Dashboard_2

Relation to other templates: The Dashboard template is closely connected to the Business Chart template, as the Dashboard publishes the charts the Business Chart template generates.

Properties and metadata: The Dashboard can for example retain the following information:

  • A description of the Dashboard
  • Link to the owner of the Dashboard
  • Link to the one responsible for the Dashboard
  • Audits (auto generated information regarding its current state and access rights)
  • Associated documents, diagrams and other objects
  • Inherent Risk detailing risk considerations
  • Governance information detailing information about the published diagram and who has been involved in the approval of the diagram

The above picture shows the properties dialogue window for the Dashboard template where you can view and edit the dashboard’s properties in QualiWare Lifecycle Manager.

Customer Journey Map

Purpose: The Purpose of the Customer Journey Map template is to document the customer’s journey from awareness to the end of their interaction with an organization, covering possible touch points from the customer’s perspective.

Core Concerns: The Customer Journey Map template allows you to model connections between different Personas, Customer Journey Phases, Touch Points, Goals, Roles, Locations, Channels, Technology and the aspects from a SWOT analysis.

You can choose to model both a current state and a desired future state of the customer journey and use the documentation for process improvement. Below is an example of a current state model and a future state model:

Current state model:

CustomerJourneyMap_2

Desired future model:

CustomerJourneyMap_1

Other functionalities: The customer’s touchpoints can be elaborated upon with four scores for Customer Satisfaction, Customer Importance, Customer Effort and Net Promoter Score. Particularly vital touchpoints can be designated as a Moment of Truth.

Relation to other templates: The Customer Journey Map can be used as a groundwork for a strategic change, which for example can be modelled in a Work Model, a Business Capability Model and/or a Strategy Model.

Properties and metadata: The Customer Journey Map can for example retain the following information:

  • A description of the diagram
  • Link to the owner of the diagram
  • Link to the one responsible for the accuracy of the diagram
  • Audits (auto generated information regarding its current state and access rights)
  • Associated documents, diagrams and other objects
  • Inherent Risk detailing risk considerations
  • Governance information detailing information about the published diagram and who has been involved in the approval of the diagram
  • Project status: information about budgeted and actual man-hours spent, percentage completed and the latest milestone, result and quality control of a change process.

The above picture shows the properties dialogue window for the Customer Journey Map, where you can view and edit the diagram’s properties.

For more information: on Customer Journey Mapping, please view our webinar Experience Mapping – Customer Obsession for IT and Digital Professionals with Milan Guenther and Katharina Weber.

 

 

Business Excellence Diagram

Purpose: The purpose of the Business Excellence Diagram template is to describe a measuring tool based on The European Foundation for Quality Management Excellence Model (EFQM).

Core concerns: The Business Excellence Diagram enables you to model Business Scopes, Criterion and Sub Criterion. These aspects can then be connected by Criterion Influencers.

Below, you can see an example of a Business Excellence Diagram for the Leadership of an organization. The diagram is structured according to the EFQM and shows the overall scores for the leaderships performance:

Other areas covered in the EFQM are Policy & Strategy, People, Partnerships & Resources, Processes, Customer Results, People Results, Society Results and Key Performance Indicators.

Relation to other templates: The Business Excellence Diagram is a strategic template that is complimentary to the Business Capability Model, Stakeholder Model, Business Canvas, and Strategy Model

Properties and metadata: The Business Excellence Diagram ­­­­can for example retain the following information:

  • A description of the diagram
  • Link to the owner of the diagram
  • Link to the one responsible for the diagram
  • Audits (auto generated information regarding its current state and access rights)
  • Associated documents, diagrams and other objects
  • Inherent Risk detailing risk considerations
  • Governance information detailing information about the published diagram and who has been involved in the approval of the diagram

The above picture shows the properties dialogue window for the Business Excellence Diagram template, where you can view and edit the diagram’s properties in QualiWare Lifecycle Manager.

For more information: To learn more about the EFQM, please visit their website, where you can also find an overview of the EFQM Excellence Model.

Business Ecosystem

Purpose: The purpose of the Business Ecosystem template is to enable an organization to understand itself from an outside-out perspective by modelling the environment in which the organization is embedded.

Core concerns: The Business Ecosystem supplies five elements to model with: Business, People, Things, Business Interaction and Business Moment. The Business Ecosystem template should primarily be used for modeling entities outside the enterprise to identify new business opportunities in the form of Business Moments.

BusinessEcoSystem

Above you can see a model of a Business Ecosystem. The blue areas are Business Moments, where the interactions between People, Businesses and Things create business opportunities for your enterprise.

Relation to other templates: The Business Ecosystem model is based on the Enterprise Design theories and is as such in the same family as the Customer journey map.

The Business Ecosystem is a strategic model and can be used to document a strategic possibility or track along with for example Business Capability Models, Strategy Models, and Work Models.

Properties and metadata: The Business Ecosystem can for example retain the following information:

  • A description of the diagram
  • Link to the owner of the application architecture
  • Link to the one responsible for the application architecture
  • Audits (auto generated information regarding its current state and access rights)
  • Associated documents, diagrams and other objects
  • Inherent Risk detailing risk considerations
  • Governance information detailing information about the published diagram and who has been involved in the approval of the diagram
  • Project status: information about budgeted and actual man-hours spent, percentage completed and the latest milestone, result and quality control of a change process.

For more information: If you want to learn more about Enterprise Design, we have a four-part webinar by Milan Guenther available for viewing. You can also visit Milan’s website, where you can learn more about the Enterprise Design framework.

Business Diagram

Purpose: The purpose of a Business Diagram is to show the functional structure and relationships of the whole or part of an organization.

Core concerns: The Business Diagram template enables you to model Business Functions, Information Systems, Inventory, Business Scope, Lines of Business, Information Flow and Logistical Flow. The diagram’s syntax can be extended to also include strategic elements such as Goals, Objectives, Stakeholders and Performance Indicators.

The Business Diagram should be broken down into several levels of recurring Business Diagram templates. In the model below, you can see an example of a high-level Business Diagram showing Business Functions and their Information Flows and Logistical Flows –  describing the flow of products and services – in this case for a car rental service.

The Business Functions are placed with the operational functions in the bottom together with the Logistical Flow and with management control at the top of the Business Diagram.

On lower levels (decompositions) of Business Diagrams, Information Systems are placed close to the Business Functions that are responsible for or own the Information Systems.

Relation to other templates: The Business Diagram can be used as an addition to a Business Process Network and Strategy Models, giving a practical view of how the organizations functions fit together, illuminating interdependencies.

Properties and metadata: The Business Diagram can for example retain the following information:

  • A description of the diagram
  • Link to the owner of the Diagram
  • Link to the one responsible for the Diagram
  • Indication of the diagram portrays an as-is situation or a to-be situation
  • The Perspective can be defined as either: Holistic, Sub-functional, Process, or IT Focused.
  • Audits (auto generated information regarding its current state and access rights)
  • Associated documents, diagrams and other objects
  • Inherent Risk detailing risk considerations
  • Governance information detailing information about the published diagram and who has been involved in the approval of the diagram

The above picture shows the properties dialogue window for the Business Diagram where you can view and edit the diagram’s properties in QualiWare Lifecycle Manager.

Business Chart

Purpose: The purpose of the Business Chart template is to create different graphs and charts using information from other diagrams and templates. The Business charts can then either be published on a Dashboard and/or stored.

Core concerns: The Business Chart template is concerned with analyzing other templates and models. Therefore, it is not modelled like a typical template, but created using the Chart Wizard found in the template’s property window:

Below, you can see the Chart Wizard that helps you create your Business Chart:

The Business Chart template can for example be used to generate a chart over how the capabilities or Key Performance Indicators of an enterprise are performing over time or compared to desired values. Additionally, Business Charts can be used to analyze static data entered in a Matrix model. You choose the input to your Business Chart as a ‘Data Source’ in the templates metadata (see figure under Metadata).

Below, you can see two very different examples of business charts:

BusinessChart_2

 

BusinessChart_1

Relation to other templates: The Business Charts are published using the Dashboard template.

 Properties and metadata: The Business Chart template can for example retain the following information:

  • A description of the diagram
  • Link to the owner of the business chart
  • Link to the one responsible for the business chart
  • Link to data source
  • Audits (auto generated information regarding its current state and access rights)
  • Associated documents, diagrams and other objects
  • Inherent Risk detailing risk considerations
  • Governance information detailing information about the published diagram and who has been involved in the approval of the diagram

The above picture shows the properties dialogue window for the Business Chart Template where you can view and edit the diagram’s properties in QualiWare Lifecycle Manager.