EA - IT Business Management > Introduction to HOPEX IT Business Management > Preparing the Work Environment 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 Categorization Schemas
Data categories
Measure Schemes Categorization
Defines the Process Categories
Inventory and evaluation of the application assets are based on description of business elements - in order to map business requirements with the application architectures that serve as their support - as well as organizational elements such as org-units and deployment sites.
The following points indicate how to create elements that constitute your working environment. This step is executed by the Functional Administrator.
Defining Enterprise Org-Units
HOPEX IT Business Management is used to describe the org-units of your enterprise.
*An org-unit represents a person or a group of persons that intervenes in the enterprise business processes or information system. An org-unit can be internal or external to the enterprise. An internal org-unit is an organizational element of enterprise structure such as a management, department, or job function. It is defined at a level depending on the degree of detail to be provided on the organization (see org-unit type). Example: financial management, sales management, marketing department, account manager. An external org-unit is an external entity that exchanges flows with the enterprise. Example: customer, supplier, government office.
Creating an org-unit
To create an org-unit:
1. Click the Environment > Organization navigation menu.
2. In the edit area, click the Org-Units folder then New > Org-Unit.
3. Enter the name of the org-unit.
4. Click OK.
Specifying org-unit properties
To specify the properties of an org-unit:
1. Click the org-unit to open its Properties window.
2. In the Characteristics page, in the Org-Unit Type field, select the org-unit.
There are several types of org-units:
• An "Accountable" org-unit (for example, Sales Manager).
• A "Generic" org-unit corresponds to a role to be played during a project (for example, Writer, Requester).
• A "Structure" org-unit (for example, Sales Management).
• A "Function" org-unit (for example, Sales Engineer).
*You can also specify its details (company name, e-mail address, telephone number, etc.).