Crib Sheet to a Centralised Organizational Portfolio Repository

Unlock the power of a centralised Enterprise Architecture (EA) tool with The Enterprise Modelling App. This guide walks you through getting started so you can begin creating, managing, and visualising your organisation directly within Office 365.

Download and Installation

The Enterprise Modelling App is a set of extensions that bring a centralised taxonomy directly into Office 365 providing a highly accessible repository into everyday productivity tools used Organization wide.

Visit the Enterprise Modelling website for free download.

Install the extensions on your environment. Automatic updates will ensure you remain on the latest release. Be assured that Enterprise Modelling and its extensions are protected and verified by a trusted certificate authority giving piece of mind and confidence.

Refer to the Installation Guide for step by step instructions.

Portfolio Generation

A Portfolio Repository represents your organization through logical collections of artifacts. Generate a Portfolio through any of your Office Applications that has the extension installed. Simply connect to a data source via the app’s interface and begin generating structured content.

Portfolio Taxonomy and Customization

Customize your portfolio to reflect your organization’s unique structure by defining catalogues and start to collate information that fulfils that catalogues context.

Add custom attributes to tailor the information stored within each catalogue

Separation of concerns & Relationship

This approach to catalogue separation prevents data bloat and context loss common in flat, tabular lists by preserving structural boundaries.

Content never gets construed with peripheral information. It serves its purpose intentionally.

Relationship/Dependency Management

Recognising that segregated context specific data is often related we enable each artifact entered to have a relationship between other artifacts.

By defining a Catalogue governance Hierarchy, it becomes possible to govern relationships between items held in each catalogue.

This hierarchy provides a means to add logical joins of related items and therefore generate extended view across many interconnected contextual catalogue items.

Visualization & Interaction

Once catalogues are populated, take full advantage of Office 365 for real-time visualization and collaboration.

Use Excel for tabular views, live editing, and dashboard creation. Generate charts and insights from individual or combined catalogues.

Visio integration allows for dynamic diagramming or add your repository items to the diagram canvas using custom stencils. Your document becomes synced directly with the repository.

Create project plans and perform side by side architecture comparisons across portfolios, ideal for digital transformation initiatives.

Want to know more!?

• Visit https://enterprisemodelling.co.uk, for more information, case studies, and blog posts.
• Watch our YouTube mini-series for hands-on walkthroughs.
• Contact us for personalized support or to explore how the app can transform your enterprise architecture practice.