Introduction to HOPEX IT Business Management
Presentation of HOPEX IT Business Management
Positioning of the HOPEX IT Business Management Solution
Connecting to HOPEX IT Business Management
Connecting to the solution
HOPEX IT Business Management Profiles
ITPM Functional Administrator
IT Business Manager
Application Portfolio Manager
Application Owner
Chief Technology Officer
Technology Portfolio Manager
Financial Controller
Business User
IT Owner
Data Asset Manager
Business Roles of HOPEX IT Business Management
Desktops of HOPEX IT Business Management
Presentation of space common to all profiles
Presentation of the ITPM Functional Administrator space
Presentation of the IT Business Manager desktop
Switching Between Profiles with HOPEX IT Business Management
Preparing the Work Environment HOPEX IT Business Management
Defining Enterprise Org-Units
Creating an org-unit
Specifying org-unit properties
Defining Business Processes
Defining the strategy
Introduction to strategic transformation withHOPEX IT Business Management
The HOPEX IT Business Management method
Describing the enterprise capabilty for creating value
Describing value streams
Describing the Architecture of Business Capabilities
Describing business capability implementation by the business functions
Defining the transformation strategy
Defining the enterprise and its evolution in time
Identifying transformation strategic elements
Assessing business capabilities and their implementation
Identifying exhibited business capabilities
Describing the Enterprise Architecture
Describing the business architecture environment
Consulting the transformation roadmap
Before starting with the strategic transformation
Defining a work context
Accessing the list of libraries with HOPEX IT Business Management
Using properties pages
Displaying the properties window on a permanent basis
HOPEX IT Business Management properties pages content
Importing an Existing Breakdown of Business capabilities
Structure of the import/export Excel template of HOPEX IT Business Management
Importing the breakdown of business capabilities into an enterprise
Building the import file for HOPEX IT Business Management
Business capability maps and value streams
Describing value streams
Value Stream Example
Value Stream representation principles
Using Value Streams
Accessing Value Streams
Creating a value stream
Creating a value stream diagram
Representing the value stream implementation
Describing a Business Capability Map
Building the Business Capability Map
Creating a business capability map
The properties of a business capability map
Creating a business capability map diagram
Using the capability compositions
Defining business capability dependencies
Describing a business capability
Creating a business capability
The properties of a business capability
Creating a capability structure diagram
Defining the structure of a business capability
Defining the business skills and functionalities associated with business capabilities
Breakdown map of business capabilities
Describing functional coverage
Describing the Functionality Map
Accessing the list of functionality maps
The properties of a functionality map
Creating a functionality map
Creating a functionality component in a functionality map diagram
Defining Functionality dependencies
Describing functionalities
Creating a Functionality Diagram
Describing the outcomes
Connecting an outcome to a business capability
Describing component fulfillment
Creating Fulfillment of a Business capability
Identifying Strategic Transformation Elements
Enterprise strategic elements
Creating an enterprise
Accessing the list of enterprises with HOPEX IT Business Management
Creating an enterprise with HOPEX IT Business Management
Enterprise characteristics
Connecting the capability map to an enterprise
Connecting the value stream to an enterprise
Defining enterprise strategic elements
Identifying enterprise ends
Defining Means
Building an Enterprise Diagram
Creating an Enterprise Diagram
Describing the strategic elements
The strategic elements of a transformation phase
Defining transformation stages
Creating a Transformation Stage
Transformation stage characteristics
Transformation stage properties
Defining the strategic characteristics of a transformation stage
Defining an enterprise objective
Defining Tactics
Using assessment for business capabilities and their implementation
Creating a business capability assessment
Creating an assessment of business capability implementation
Managing exhibited business capabilities
Accessing the list of exhibited business capabilities
Creating an exhibited business capability
The properties of an exhibited business capability
Stages Capabilities Synthesis report
Using KPIs
Describing a KPI dimension
Accessing the list of KPI dimensions
Creating a KPI dimension
The properties of a KPI dimension
Describing a key performance indicator - KPI
Accessing the list of KPIs
Creating a KPI
Connecting a KPI dimension to a KPI
KPI properties
Connecting a KPI to an exhibited business capability
Using a composite KPI
Creating a composite KPI dimension
Linking a composite KPI dimension to an enterprise object
Creating a composite KPI
Connecting a composite KPI to an exhibited business capability
Drawing the transformation roadmap
Describing an enterprise architecture
Describing the operating architecture
Describing physical solutions
Describing a business architecture environment
Managing a business architecture environment
Creating a business architecture environment
The properties of a business architecture environment
Creating a business architecture environment diagram
Describing a business functional area
Accessing the business functional area list
The properties of a business functional area
Describing a business functional area
Managing service points and request points
Managing Interactions
Describing business functions
Accessing the list of business functions
Business properties
Describing Business Partners
Accessing the business partners list
The properties of a business partner
Describing the business partner groups
Accessing the business partner group list
The properties of a business partner group
Drawing up the roadmap
Portfolio management
Drawing up an Application Inventory
Building Application Assets
Creating an Application
Creating an Application System
Prerequisite
Creating an application system (as portfolio manager)
Adding an application to the application system
Aggregation Type
Defining the Properties and the Environment of an Application
Accessing Application Properties
Application Characteristics
Application identification
Other characteristics
Defining Application Functional Scope
Connecting a functionality to the application
Assigning an Application to Persons
Specifying the Technologies of an Application
Attaching Documents to an Application
Specifying Data Exchanged With Other Applications
Describing a Scenario of Application Flows
Specifying the Risks Associated with an Application
Generating an Application Environment Report
Application Environment Graph of an application
Application Exchange Graph for a set of applications
Defining the Properties and the Environment of an Application System
Accessing Application System Properties
Application System Characteristics
Responsibilities
Application system Gantt chart
Describing a Scenario of Application System Flows
Evaluating Application Systems
Defining Application Life
Viewing Application Life (Gantt Chart)
Gantt Chart Report
Initializing the life of the object
Updating the dates of the object life
Accessing properties of a time period
Managing application installations
Applications and Installations
Consulting Application Installations
Creating an Application Installation
Creating an Installation Usage Context
Analyzing Application Life Cycle and Installations
Creating an Application System Installation
Application System Installation Contexts
Defining Application System Software Installations
Managing Application Versions
Managing Versions
Unlocking an application
Managing Application and Application System Costs
Cost Calculation Principles
Specifying Costs Components
Creating a cost line
Creating a fixed expense
Modifying a periodic expense
Application System Costs
Specifying a Currency
Analyzing Application Costs
Evaluating Application Criticality
Application Evaluation Criteria
Direct Assessment
Assessment By Campaign
Prerequisites for data assessment
Creating assessment campaigns
List of Analysis Reports Available on Applications and Application Systems
Application and Application System Embedded Reports
Reports Applicable to a Set of Applications
Instant reports
Dashboard reports
Application portfolio reports
Drawing up a Technology Inventory
Defining and Validating Technologies
Creating a Technology
Defining Technology Properties
Characteristics
Version
Application
Cost
Reports
BDNA
Validating a Technology
At technology creation
On demand
Defining a Technology Stack
Creating a technology stack
Specifying its properties
Conflicts between a technology stack and its components
Importing Technologies from BDNA
Presentation of the BDNA Connector
Use Case in HOPEX ITPM
Prerequisite Conditions
Scope of BDNA Connector
Importing new Objects from BDNA
Technology types
Vendors
Technologies
Displaying BDNA properties in HOPEX
Merging BDNA technologies with existing technologies of your repository
Merging two technologies in HOPEX
Merging technologies on BDNA import
Modifying the BDNA Identifier of a technology in HOPEX
Updating BDNA Objects Imported into HOPEX
Technology Automatic Updating and Alerts
Defining Update Frequency
Subscribing to Alerts
Support Alert Report
Importing Technologies from IT-Pedia
Presentation of the IT-Pedia Connector
Use Case in HOPEX ITPM
Prerequisite Conditions
Importing the IT-Pedia Connector V2
Exchange options betwwen Hopex and IT-Pedia
Importing New Technologies from IT-Pedia
Filtering the display of technologies
Displaying IT-Pedia Properties in HOPEX
Merging IT-Pedia Technologies With Existing Technologies of Your Repository
Merging two technologies
Updating IT-Pedia Objects Imported into HOPEX
Technology Automatic Updating and Alerts
Defining Update Frequency
Subscribing to Alerts
Support Alert Report
Defining Technology Life
Official Life Cycle
Technology Life Cycle within the Organization (Gantt Diagram)
Analyzing the life cycle of a technology and the applications that use it
Technology Support Alert
Viewing the support alert of a technology
Support Alert report
Managing Deployments of Technologies
Versions and Deployments
Consulting Technology Deployments
Creating a Technology Deployment
Creating an Deployment Usage Context
Managing Costs of Technologies
Evaluating Application Assets
Describing Inventory Portfolios
Creating an Inventory Portfolio
Defining Inventory Portfolio Content
Portfolio characteristics
Inventory
Evaluation
Reporting
Collecting Data for a Set of Applications
Principle and prior conditions
Request completion of data via an assessment questionnaire
Entering data for an application via a questionnaire
Generating the Business Capability Map of a Portfolio
Defining Portfolio Assessment Criteria
Using Existing Criteria
Creating a New Criterion
Defining Criterion Aggregation Rules
Evaluating Applications on Portfolio Criteria
Accessing applications to be evaluated
Generating a PDF or Excel evaluation data file
Generating an instant report on evaluation data
Portfolio costs report
Using Timelines
Creating a timeline
Defining timespots
Dating a timespot
Analyzing the application code of a portfolio with CAST Highlight
Prerequisite Conditions
Entering the CAST Highlight customer ID
Identifying yourself as the first user (Functional Administrator)
Declaring other users in CAST Highlight
Establishing the connection between HOPEX and CAST Highlight
Launching a Code Analysis Campaign
Launching the Code Analysis
Analyzing an inventory portfolio
Accessing Embedded Reports in a Portfolio
Transforming the Application Portfolio
Creating a Project in ITPM
Defining Project Applications
Life of the application in the transformation project
Describing a Transformation Portfolio
Managing the Data Used in the Application Assets
Introduction to Data Management in HOPEX IT Portfolio Management
Scope
Profile Associated with Data Management
Creating a Business Glossary in HOPEX IT Portfolio Management
Consulting Term Definitions
Creating Terms
Generating a Business Glossary
Drawing up a Data Inventory in HOPEX IT Portfolio Management
Business Dictionary
Concept
Business information area
Business information map
Data dictionary
Defining data categories
Importing the category solution pack
Accessing the list of categories
Indicating the category of a data
Visualizing the data of a data category
Importing Data in HOPEX IT Portfolio Management
Data Responsibility in HOPEX IT Portfolio Management
Business Roles Associated with Data
Defining Who is Responsible for a Data Item
Defining the Data Used by an Application
Connecting Data to an Application
Defining an Application as “Golden Source”
Defining an Application as “Golden Copy”
Analyzing the Impact of an Application on the Data Used
Assessing the Data Quality in HOPEX IT Portfolio Management
Assessing a Data Item
Data Evaluation Criteria
Completeness
Accuracy
Consistency
Validity
Uniqueness
Annexes
Appendix - HOPEX IT Portfolio Management Workflows
Financial Update Workflow
IT and Business Update Workflow
Technology Validation Workflow
Technology Financial Update Workflow
Introduction to HOPEX IT Business Management
Technology Financial Update Workflow