Defining Categorization Schemas
Several categorization schemas can be proposed:
Data categories
HOPEX IT Business Management Solution enables data classification using data categories.
For more information on Data Categories see the HOPEX Data Governance guide.To access the list of data categories from the Administration navigation menu:
Select Categorization Schemas and unfold the Data Categories.The list of the repository data categories appears.
To create a data category from the Administration navigation menu:
1. Select Categorization Schemas.
2. Select the Data Categories folder and click New > Data Category.
3. Enter the Name of your data category well as its Owner and click OK.
The new data category appears in the list.
To connect a data to a data category :
1. Open the Entities property page.
2. Select the tab that corresponds to the data you want to classify.
3. Click the Connect button ans select the data that interests you.
Measure Schemes Categorization
The Measurement Schemes allow you to define measurement systems specific to the area you want to deal with.
For example: the “Retail bank” schema or the “investment bank” schema.
The Measurement Schemes are principally based on:
• Flow Measures provide a way to define parameters of the flows described in the flow scenario using les Measurement Types,
• The Qualifying Values and Measurable Properties are used to define performance constraints that must be complied with by the enterprise plan.
Flow Measure and Measurement Type
Flow Measures provide a way to define parameters of the that are used described in the scenario of flows.
An application flow represents the use of a flow between two agents (e.g., applications) in a usage context (represented by a scenario of flows). An application flow is based on a flow, which represents the reference flow in context.For more details on scenario of flows, see Using a Scenario of Application Flows Diagram.A Flow Measure is characterized by Flow Measure Type.
A Measurement Type is defined by several item types:
• Measurement types,
• Flow Measure types, which are defined by a set of Flow measures.
• Technical flow measure types, which are defined by a set of Technical flow measures.
Measurable Properties and Set of Constraining Properties
The nature of a Qualifying Value is defined by a Measurable Property.
A measurable property expresses the nature of indicators (duration, mass, cost, etc.) and defines the unit used to measure them (minutes, kilograms, euros, etc.). Measurable properties are used to define indicators, they can be elementary or composite. Elementary measurable properties are described by measurement units: kg, Liter, Gallon, Hour, Minute.A Set of Constraining Properties is a set of Measurement Types used to define the performance constraints that must be complied with by the building blocks making up the enterprise, at the forefront of which are the business capabilities and the exhibited business capabilities in a transformation stage.
For example: “Security” or “Performances” measurement types
A Set of Constraining Properties is defined by different component types:
• Sets of Constraining Properties,
• Measurable Properties,
• Flow Measure types, which are defined by a set of Flow measures.
• Technical flow measure types, which are defined by a set of Technical flow measures.
For more details on Sets of Constraining Properties, see Using performance indicators.Defining the Process Categories
APQC proposes standard repositories of process categories specific to each major activity sector.
A process category defines a group of processes. It is linked to a Process Map or higher level Process Category. It regroups several processes and/or other categorized elements (e.g. Value Streams, Applications). It serves as an intermediate categorization level in the process hierarchy, so as to provide a guided and progressive access to finer grained processes.A set of standard process categories repositories from APQC is supplied with HOPEX IT Business Management.
If you want to use APQC process categories for the different activity sectors, you can also import the corresponding libraries.
To import the APQC libraries, see Préparer l'import inthe HOPEX Business Process Analysis guide.
To access process categories of your enterprise:
1. Click the Environment > Organization navigation menu.
2. Expand the Process Categories folder.