Diagrams | QualiWare Center of Excellence

Strategy Model

Purpose: The purpose of the Strategy Model template is to document the strategy of the enterprise in a series of models and dashboards.

Core concerns: The Strategy Model template should be used to document the enterprise’s strategy via a wealth of models and dashboards. Vast amounts of different symbols are available in the Strategy Model template, which is why it might be tempting to model everything in the Strategy Model template. However, the template should only be used to model an enterprise’s strategy, as diagram specific connection types are not present in this template.

Below, you can see an example of a SWOT diagram modelled in the Strategy Model Template:

Other functionalities: The Strategy Model template can also be used to build CxO specific dashboards containing strategically critical systems, processes, goals and KPIs for the given CxO, as seen in this example:

Relation to other templates: The Strategy Model template can be used in addition to other strategic templates such as the Business Ecosystem, the Business Capability Model, the Business Canvas and the Strategic Roadmap.

Properties and metadata: The Strategy Model 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 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.

In the picture below you can see the Strategy Model’s properties dialogue window, where the properties can be viewed and edited:

Strategic Roadmap

Purpose: The purpose of the Strategic Roadmap template is to document initiatives and projects over time from the perspective of a specific narrative. Strategic Roadmaps are not static and should ideally be revisited and iterated upon.

Below, you can see an example of a Strategic Roadmap for the implementation of two systems:

Core concerns: Using the Strategic Roadmap, you can model Initiatives and Projects, Timeframes and, if needed, connections. The Strategic Roadmap should be given a limited scope of a department, a program, or a strategic initiative. Typically, the enterprise will document several strategic roadmaps from different perspectives and business units.

Below, you can see an example of a Strategic Roadmap describing a company’s asset management initiatives over four years:

Relation to other templates: The Strategic Roadmap can show strategic initiatives over time that may be shown in other strategic diagrams such as the Strategy Model. For a more extensive overview of projects you can generate a Gantt chart using the Business Chart template.

Properties and metadata: The Strategic Roadmap 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.

In the picture below you can see the Strategic Roadmap’s properties dialogue window, where the properties can be viewed and edited:

Stakeholder Model

Purpose: The purpose of the Stakeholder Model template is to document internal and external individuals or groups who have a stake in for example an enterprise or a project. Below, you can see an example of a Stakeholder Model of Order Management:

Core concerns: Stakeholders can be grouped via Business Scope. Stakeholder relations are illustrated via the Interaction connection. Beyond this, you can enrich the Stakeholder Model with Capabilities, Business Processes, Information Systems, Initiatives, and Projects. Below, you can see several groupings of stakeholders:

Relation to other diagrams: The Interaction connections in the Stakeholder Model can be broken down into Requirement Models. The internal structure of the organization is modelled in an Organization Diagram while the interaction between the organization and its external environment can be modelled in a Business Ecosystem.

Properties and metadata: The Stakeholder Model 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.

In the picture below you can see the Stakeholder Model’s properties dialogue window, where the properties can be viewed and edited:

Requirement Model

Purpose: The purpose of the Requirement Model template is to document goals, objectives and other requirements for the enterprise or a specific project. Below, you can see an example of a Requirement Model showing the Policies and Business Rules of an organization:

Core concerns: With the Requirement Model template, you can for example model Requirements, Goals, Change Requests, Policies, Business Rules, Critical Success Factors and Problems. This enables you to illustrate the interrelationships of requirements, for example showing which goals influence or contribute to each other, as the example below shows:

You can also divide goals up in different areas that may for example be subject to different regulations as below:

Relation to other templates: The Requirement Model offers a more detailed view on Requirements and Goals filtering out elements such as vision and mission compared to the Strategy Model. It can be used to detail how your organization live up to requirements specified in a Regulation Diagram or Requirements indicated in a Stakeholder Model.

Properties and metadata: The Requirement Model 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.

In the picture below you can see the Requirement Model’s properties dialogue window, where the properties can be viewed and edited:

Regulation Diagram

Purpose: The purpose of the Regulation Diagram template is to document those regulations the enterprise is subject to in detail, so it can be identified how the enterprise must adhere to them. Regulation diagrams is often used to document compliance by use of compliance matrices.

Core concerns: The Regulation Diagram template can model Regulations, Licenses, Business Scopes, Activities, Business Objects and their Connections. With this pallet of objects, you can model an overview of the regulations your organization must adhere to and break them down to more detailed diagrams describing their paragraphs. We recommend you keep it simple and link the regulations to the relevant Business Processes rather than modelling them in a complex diagram. Below, you can see two example of how you could model a Regulation Diagram for the ISO 9001:2008 standard:

Relation to other templates: As mentioned, the regulations can be linked to the relevant Business Processes or Activities, that typically are detailed in a Workflow Diagram or Business Process Diagram. The Regulation could then be shown as a link below the relevant Business Process or Activity:

How the enterprise will live up to the requirements from the different regulations can also be modelled in a Requirement Model.

Properties and metadata: The Regulation 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 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.

In the picture below you can see the Regulation Diagram’s properties dialogue window, where the properties can be viewed and edited:

Product Roadmap

Purpose: The purpose of the Product Roadmap is to visualize the lifecycles of the projects, within a specific scope and timeframe, in your product portfolio.

Core concerns: The Product Roadmap template enables you to model Products, Markets, Projects and Personae within a Timeframe. Additionally, you can add objects representing Equipment and Work Centers. This allows you to map the lifecycle of product releases within different markets for different customer segments.

Below, you can see two examples of Product Roadmaps. The first showing the timeframe and markets for the release of different apps with multiple versions:

The second figure spans over several years to provide a high-level view of a products expected lifecycle spanning over several projects. It also illustrates how you can model markets with multiple customer segments, in this case based on gender:

Relation to other templates: The Product Roadmap Template is inherently related to the Product Architecture, Product Canvas and Product Variant Master, in the sense that all these models focus on different aspects of the lifecycle of a product. 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.

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

A description of the diagram
Link to the owner of the model
Link to the one responsible for the model
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 Roadmap where you can view and edit the diagram’s properties in QualiWare Lifecycle Manager.

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.

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

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.

Product Architecture

Purpose: The purpose of the Product Architecture template is to document the building blocks of a product. Below is an example of a product architecture:

Core concerns: The Product Architecture template enables you to model a Product and connect different parts of it with three different connection types: Part of Product, Kind of Product, and Product Interface. See below for an example of a Product Architecture where each Product object is represented graphically:

Relation to other templates: Depending on whether the product is in production or in its development phase, it could be further described in a Product Viewpoint template, have a Product Variant Master, Product Rule Table or be represented in a Product Canvas. It may also be illustrated along with other products in a Product Roadmap, just as its production may be detailed in a Manufacturing Routing Network.

Properties and metadata: The Product Architecture 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.

In the picture below you can see the Product Architecture’s properties dialogue window, where the properties can be viewed and edited:

Organization Diagram

Purpose: The purpose of the Organization Diagram template is to document the Organizational structure for a company or part of a company. Below, you can see an example of an Organizational Diagram describing the different departments of a company:

Core Concerns: The Organization Diagram template focuses on the documentation of organization units, positions and their interrelationships. The relationship between units illustrates responsibility. The example below of a regional office illustrates the levels of responsibilities between its different departments:

Relation to other templates: The Organization Units in the Organization Diagram can link to diagrams such as Business Process Networks, Business Process Diagrams, Workflow Diagrams, Business Canvas, Strategy Model and more. You decide what kind of information you want to be accessible through the organization diagram. To model the organization in relation to its environment for strategic purpose, you can use the Business Ecosystem template.

Properties and metadata: The Organization 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 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.

In the picture below, you can see the Organization Diagram’s properties dialogue window, where its properties can be viewed and edited:

Manufacturing Routing Network

Purpose: The purpose of the Manufacturing Routing Network is to specify the steps used in manufacturing a product. Below is an example of a Manufacturing Routing Network of an Item including Assembly, test and final control. At the right-hand side, you can see that different specifications have been attached as well:

Core concerns: The Manufacturing Routing Network template enables you to model Work Operations, Products, Business Objects, General Concepts, and Production Lines. You are also able to distinguish between Activity Paths, Assembly Flows and Transport Systems. If you wish to attach External Documents, they should be attached to the Work Operations they pertain to. Below is another example of a Manufacturing Routing Network that describes the process from assembly to shipping:

Relation to other templates: The Manufacturing Routing Network template is related to the various different models for products such as the Product Viewpoint template, the Product Variant Master template, the Product Rule Table, the Product Roadmap and the Product Canvas. Each template offers a different viewpoint of the product in various stages of its lifecycle.

Properties and metadata: The Manufacturing Routing Network 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 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.

In the picture below you can see the Manufacturing Routing Network’s properties dialogue window, where the properties can be viewed and edited: