Insights Dashboards

An Insights dashboard displays essential information about a specific object in your organisation, and has a quick access area for key features.

Insights Dashboard vs. Notebook

An Insights dashboard summarizes the most important information about an object, such as aggregated data, information about referenced objects with charts etc. This information is presented in an easily understandable and visually appealing way. The Notebook, on the other hand, is a dedicated tool for editing and reading master data and contains no graphics. The Notebook is for data management, while an Insights dashboard is for reading and analysis.

Types of Insights Dashboards

The availability of Insights dashboards depends on the application library. In the ArchiMate Application Library, Insights dashboards are available for every type of repository object. All dashboards contain the same set of default widgets that provide the user with summary data about the object. Some dashboards also have additional widgets.

• Default Widgets for all Insights Dashboards

  Find out more about widgets that are available for all Insights dashboards

• Additional Widgets for Application Components

  Find out more about special widgets available only in the Insights dashboard for Application Components

• Additional Widgets for Capabilities

  Find out more about special widgets available only in the Insights dashboard for Capabilities

• Additional Widgets for Business Objects

  Find out more about special widgets available only in the Insights dashboard for Business Objects

• Additional Widgets for System Software Elements

  Find out more about special widgets available only in the Insights dashboard for System Software elements

• Additional Widgets for Plateaus

  Find out more about special widgets available only in the Insights dashboard for Plateaus

• Additional Widgets for Business Processes

  Find out more about special widgets available only in the Insights dashboard for Business Processes

Open Insights Dashboard

To open an Insights dashboard:

• Right-click the object, point to Open, and then click Insights  .

You can open an Insights dashboard this way using e.g. the Explorer or the graphical editor as a starting point. Additionally, it is possible to open an Insights dashboard directly from the Notebook by clicking the Insights button .

Edit Attributes

To edit the attributes of the object that is open in the Insights dashboard:

• Click the More button at the top right corner of the Insights dashboard, and then click Properties  .

The Notebook opens. If you have write access, you can edit the attributes.

Open in ADONIS

If a Business Process was imported from ADONIS into ADOIT, you can directly jump to the original object. To open the object in ADONIS:

• Click the ADONIS button at the top of the Insights dashboard.

ADONIS opens in a new browser tab. After signing in, the Insights dashboard of the original object opens.

Show/Hide Empty Sections

By default, all areas of an Insights dashboard for which no data is available are hidden. To show or hide empty sections:

• Click the More button at the top right corner of the Insights dashboard, and then click Show empty sections.

Navigate in an Insights Dashboard

Use the quick links at the top left of the Insights dashboard to jump to the section you want to see:

• Each link represents a category in the dashboard.

• Choose a category first, and then select the widget you want from the drop-down menu.

• If the category only holds one widget, the name of the widget is shown instead of the category name.

Share Insights Dashboard

You can generate a URL for an Insights dashboard. This way you can e.g. easily share it with your colleagues via email.

To share an Insights dashboard:

1. Click the Share button at the top right corner of the Insights dashboard.

2. Now do one of the following:

   • Share the URL by email. In the Add people box, start typing the username or email address of a user, and then select the one you want when you see it. If the recipient is not a user or has no email address associated, you need to enter the full email address. Add additional recipients as needed. In the Include a message box, you can add a personal message if you want. When you are done, click Share and the message will be sent.

   • Paste the URL wherever you need it. Click Copy to directly copy the URL to the clipboard, or copy the URL manually from the Copy link box.

note

Before ADOIT can send emails, the mail settings must be set correctly in the Administration Toolkit.

Available Functions

Across all widgets (= small program windows) of the various Insights dashboards various functions are available. Click the More button to access these functions:

• Show a tooltip with information about the widget (icon )

• Export the content of a widget as a PDF file or Excel file (XLSX format) (icon )

• Refresh a widget to get the latest data (icon )

• Filter data in columns to show the elements you want and hide the rest:

  • Show or hide filters (icon )

  • Clear all filters (icon )

• Show or hide columns (icon )

Default Widgets for all Dashboards

Regardless of which object you choose, an Insights dashboard will always contain the default widgets, which are described in detail below.

note

Some dashboards also have additional widgets. See the sections about Application Components, Capabilities , Business Objects , System Software elements, Plateaus and Business Processes to find out more.

Header

The header is the area along the top of the dashboard.

The following information is displayed here:

• the name of the object

• the Date of last change

• the Last editor

• an assessment of the Data actuality:

  • Green icon stands for 'data is up-to-date'

  • Yellow icon stands for 'data actuality has not been confirmed for 100 days'

  • Red icon stands for 'data actuality has not been confirmed for 200 days'

  Click this icon to confirm the data actuality.

note

The global thresholds for assessment of data actuality (number of days after which an object is marked 'yellow' or 'red') can be set in the Administration Toolkit.

• the Description of the object

• tags for all Grouping elements that aggregate this object

note

The tag colour can be set via the Tag colour attribute of the Groupings.

Involved Users and Business Actors

This table lists all Users and Business Actors which are involved with the currently viewed element.

The following paths are evaluated:

• Element > Responsible business actors > User or Business Actor

• Element > Accountable business actors > User or Business Actor

• Element > Consulted business actors > User or Business Actor

• Element > Informed business actors > User or Business Actor

The table shows the following information:

• the responsibilities of the User or Business Actor for the element according to a RACI matrix

• for Business Actors only, the Business Roles and Stakeholders they are assigned to

Relationships Network

This network diagram shows the currently viewed element and all related elements.

The following paths are evaluated:

• Element > any ArchiMate relationship > 'To' element

• Element < any ArchiMate relationship < 'From' element

The centre node is the currently viewed element, while the nodes around it represent related elements grouped by type. Click on such a node to show the individual elements.

Relationships Details

This table provides an overview of all related elements of the currently viewed element.

The following paths are evaluated:

• Element > any ArchiMate relationship > 'To' element

• Element < any ArchiMate relationship < 'From' element

The direction of the relationship is indicated in the first column. Arrows to the left represent incoming relations, and arrows to the right outgoing relations. To display the type of the relationship, move the mouse pointer over the arrow.

In the Affiliation column, you can see all Users and Business Actors which are involved with the listed element according to a RACI matrix.

In the Grouping column, tags for all Grouping elements that aggregate the listed element are shown. The tag colour can be set via the Tag colour attribute of the Groupings.

Timeline

This timeline shows the lifecycle of the currently viewed element.

You can see at a glance:

• When the implementation of the element starts [Application Components & System Software elements only]

• When the element becomes productive (valid from)

• When the element is decommissioned (valid until)

Associated Models

This table shows all models that are associated with the currently viewed element.

The following path is evaluated:

• Element > Associated models > Model

The table shows the following information:

• the Last editor

• the Date of last change

In the Grouping column, tags for all Grouping elements that aggregate the listed model are shown. The tag colour can be set via the Tag colour attribute of the Groupings.

Usage in Models

This table shows all models that contain the currently viewed element.

The table shows the following information:

• the Last editor

• the Date of last change

In the Grouping column, tags for all Grouping elements that aggregate the listed model are shown. The tag colour can be set via the Tag colour attribute of the Groupings.

Quick Access

The quick access area allows you to further explore details you are interested in.

You can perform the following actions:

• Analyse Dependencies

  Analyse and visualise dependencies between objects across multiple layers.

• Validation

  Verify compliance with various guidelines and best practices.

• Object report

  Create a report with all important information about the Organisational Unit.

• Interface Report [Application Components only]

  Visualise the interfaces of an application.

Additional Widgets for Application Components

The Insights Dashboard for Application Components contains all default widgets and some additional widgets, which are described in detail below.

Surrounding Application Components

This widget shows surrounding Application Components that use or provide Application Interfaces to the Application Component currently being viewed.

The following paths are evaluated:

• Application Component > Composed of > Application Interface > Serves > Application Component

• Application Component < Served by < Application Interface < Part of < Application Component

Each node represents an Application Component. The centre node is the Application Component you are interested in. The Application Interfaces connecting the Application Components are shown as branches, with the provided interfaces (Composition) to the left and the used interfaces (Serving) to the right.

The following options are available:

• Click a node title to open the Notebook of the object.

Surrounding Application Components Details

This table lists the provided and used Application Interfaces of the Application Component and the surrounding Application Components that use or provide these Application Interfaces.

The following paths are evaluated:

• Application Component > Composed of > Application Interface > Serves > Application Component

• Application Component < Served by < Application Interface < Part of < Application Component

Application Component Score

This gauge chart shows the current value of the following attributes of the Application Component (one gauge for each attribute):

• Strategic importance

• Business fit

• IT fit

• Cost fit

• Business continuity fit

• Security fit

Redundancy Analysis

This table helps you detect redundant Application Components. It lists all other Application Components that realise the same Application Services or Capabilities. In addition, you can see whether there is need for action with regard to the listed Application Components.

The following paths are evaluated:

• Application Component > Realizes > Application Service < Realized by < Application Component

• Application Component > Realizes > Capability < Realized by < Application Component

Lifecycle State & Investment Strategy

This widget shows the current value of the following attributes of the Application Component:

• Lifecycle State

• Investment strategy

Replaced by

For all Application Components which replace the current Application Component, this table lists the following attributes:

• Investment Strategy

• Valid From

• Valid Until

• Responsible business actors

Data Flow via Application Interfaces

This network diagram shows the information flow between Application Components.

The following paths are evaluated:

• Application Component > Composed of > Application Interface > Accesses > Business Object or Data Object

• Application Component < Served by < Application Interface > Accesses > Business Object or Data Object

Business Objects, Data Objects and Application Components are represented as nodes. The arrow direction indicates whether the Application Component is using (incoming arrow) or providing (outgoing arrow) an Application Interface.

Example

The "Revenue Accounting System (RAC)" application uses an interface of the "Bank Equity System (BEQ)" application through which the data "Share" flows. That means: The "Share" data flows from the "Bank Equity System (BEQ)" application to the "Revenue Accounting System (RAC)" application.

The following options are available:

• Drag a node to where you want it.

• Click a node to only show directly connected objects.

• Double-click a node to open the Notebook of the object.

Data Flow Overview

For all Business Objects or Data Objects which are associated with the Application Component through Application Interfaces, this table shows the current value of the following attributes:

•   Responsible business actors

• Confidentiality

• Integrity

• Availability

The following paths are evaluated:

• Application Component > Composed of > Application Interface > Accesses > Business Object or Data Object

• Application Component < Served by < Application Interface > Accesses > Business Object or Data Object

Technology Roadmap Status

The pie chart in this widget shows you at a glance the current roadmap status of the System Software elements used by this Application Component (attribute Standards lifecycle in the Notebook chapter "Lifecycle").

The following path is evaluated:

• Application Component < Served by < System Software

By clicking a segment of the pie, you can highlight the corresponding System Software elements in the Serving System Software Elements list.

Serving System Software Elements

The table comprises all System Software elements which are used by the Application Component, and lists their attribute Standards lifecycle.

The following path is evaluated:

• Application Component < Served by < System Software

Additional Widgets for Capabilities

The Insights Dashboard for Capabilities contains all default widgets and some additional widgets, which are described in detail below.

Capability Score

This gauge chart shows the current value of the following attributes of the Capability (one gauge for each attribute):

• Strategic importance

• IT support

• Business fit

• Process fit

• Information fit

• Technological fit

• Cost fit

• Organisational fit

Process Assessment

For all Business Processes which realise the Capability, this radar chart shows the current value of the following attributes:

• Strategic importance

• Cost efficiency

• Cycle time

• Quality

• Customer satisfaction

• IT support

• Compliance

The following path is evaluated:

• Capability < Realized by < Business Process

Process Assessment Details

For all Business Processes which realise the Capability, this table lists the following attributes:

• Strategic importance

• Cost efficiency

• Cycle time

• Quality

• Customer satisfaction

• IT support

• Compliance

The following path is evaluated:

• Capability < Realized by < Business Process

Application Lifecycle State

The pie chart in this widget shows you at a glance the current Lifecycle state of the Application Components which realise the Capability.

The following path is evaluated:

• Capability < Realized by < Application Component

By clicking a segment of the pie, you can highlight the corresponding Application Components in the Application Lifecycle State table.

Application Lifecycle Details

The table comprises all Application Components which realise the Capability, and lists their attribute Lifecycle state.

The following path is evaluated:

• Capability < Realized by < Application Component

Application Fitness

For all Application Components which realise the Capability, this radar chart shows the current value of the following attributes:

• Business fit

• IT fit

• Cost fit

• Business continuity fit

• Security fit

The following path is evaluated:

• Capability < Realized by < Application Component

Required Business Objects

This table lists all Business Objects which realise the Capability.

The following path is evaluated:

• Capability < Realized by < Business Object

All in all, the following attributes are listed for each Business Object:

•   Responsible business actors

• Confidentiality

• Integrity

• Availability

Budget

This bar chart displays the budgets of all Work Packages (projects) which realise the Business Capability.

The following path is evaluated:

• Capability < Realized by < Work Package (attribute Specialisation = Project)

Work Packages

This table lists all Work Packages (projects) which realise the Capability.

The following path is evaluated:

• Capability < Realized by < Work Package (attribute Specialisation = Project)

All in all, the following attributes are listed for each Work Package:

• Specialisation

• Risk

• Priority

• Budget

Additional Widgets for Business Objects

The Insights Dashboard for Business Objects contains all default widgets and some additional widgets, which are described in detail below.

Data Flow via Application Interfaces

This network diagram shows the information flow between Application Components.

The following paths are evaluated:

• Business Object < Accessed by < Application Interface < Part of < Application Component

• Business Object < Accessed by < Application Interface > Serves > Application Component

Business Objects and Application Components are represented as nodes. The Application Interfaces connecting the nodes are shown as branches. The arrow direction indicates whether the Application Component is using (incoming arrow) or providing (outgoing arrow) an Application Interface.

Example

The "Revenue Accounting System (RAC)" application uses an interface of the "Bank Equity System (BEQ)" application through which the data "Share" flows. That means: The "Share" data flows from the "Bank Equity System (BEQ)" application to the "Revenue Accounting System (RAC)" application.

The following options are available:

• Drag a node to where you want it.

• Click a node to only show directly connected objects.

• Double-click a node to open the Notebook of the object.

Data Usage

For all Application Components which access the Business Object, this table shows whether they read, write or read & write the Business Object. The attribute Access type of the relation Access is evaluated for this purpose.

The following path is evaluated:

• Application Component > Accesses > Business Object

In addition, you can see whether an Application Component is considered as Master of the Business Object. If the Application Component can write data without being the Master of the Business Object, an exclamation mark is displayed in the Violation column.

Security Requirements

This gauge chart shows the current value of the following attributes of the Business Object (one gauge for each attribute):

• Confidentiality

• Integrity

• Availability

Score of Application Components

For all Application Components which access the Business Object, this radar chart shows the current value of the following attributes:

• Business fit

• IT fit

• Cost fit

• Business continuity fit

• Security fit

The following path is evaluated:

• Application Component > Accesses > Business Object

Application Components Details

For all Application Components which access the Business Object, this table lists the following attributes:

• Responsible business actors

• Business fit

• IT fit

• Cost fit

• Business continuity fit

• Security fit

The following path is evaluated:

• Application Component > Accesses > Business Object

Additional Widgets for System Software Elements

The Insights Dashboard for System Software elements contains all default widgets and some additional widgets, which are described in detail below.

Technology Usage

This widget lists all other System Software elements that are used by the System Software currently being viewed.

The following path is evaluated:

• System Software > Realizes or Serves > System Software

All in all, the following attributes are listed for each System Software:

• Lifecycle state

• Investment strategy

• Responsible business actors

Alternatives

This table helps you detect alternative System Software elements. It lists all other System Software elements in the same Category.

The following path is evaluated:

• System Software (= starting point)> Specialized from > System Software (attribute Specialisation = Category) < Specialized by < System Software (= listed alternative technologies)

Example

"Oracle", "SQL Server" and "DB2" can be classified as tools in the "Databases" category.

If you look at the Insights dashboard of the "Oracle" System Software, "SQL Server" and "DB2" appear as alternative technologies.

All in all, the following attributes are listed for each System Software:

• Category

• Action required

• Investment strategy

• Valid from

• Valid until

• Responsible business actors

In the last column, you can see the Assigned applications for each alternative System Software element. The following path is evaluated:

• System Software (= listed alternative technologies)> Serves > Application Component (= assigned applications)

Standards Lifecycle & Investment Strategy

This widget shows the current value of the following attributes of the System Software:

• Standards lifecycle

• Investment strategy

Replaced by

For all System Software elements which replace the current System Software, this table lists the following attributes:

• Investment strategy

• Valid from

• Valid until

• Responsible business actors

Additional Widgets for Plateaus

The Insights Dashboard for Plateaus contains all default widgets and some additional widgets, which are described in detail below.

Surrounding Plateaus

This widget shows surrounding Plateaus that trigger or are triggered by the Plateau currently being viewed.

The following paths are evaluated:

• Plateau > Triggers > Plateau

• Plateau < Triggered by < Plateau

Each node represents a Plateau. The centre node is the Plateau you are interested in. The triggering Plateaus are placed to the left and the triggered Plateaus are placed to the right.

Related Architecture Elements

This table lists all Application Components, Application Interfaces, Application Services, Business Objects and Data Objects which are realised by the currently viewed Plateau. All listed related elements are grouped based on the values of the Specialization attribute of the Realizes relation.

Status and Confidence

This gauge chart shows the current value of the following attributes of the Plateau (one gauge for each attribute):

• Status

• Confidence

Outcome

This table lists all Outcomes which are realized by the currently viewed Plateau.

The following attributes are displayed for each listed Outcome:

• Status

• Confidence

Work Packages

This Gantt chart displays all Work Packages which realize the currently viewed Plateau.

You can see at a glance:

• The date from which the Work Package becomes valid

• The date until which the Work Package will be valid

Additional Widgets for Business Processes

The Insights Dashboard for Business Processes contains all default widgets and some additional widgets, which are described in detail below.

ADONIS Preview

This widget is only available if a Business Process was imported from ADONIS into ADOIT via the BOC Management Office Integration (MOI) interface. It shows the model that is referenced in the currently viewed Business Process on the ADONIS side.

Open in ADONIS

To directly jump to the original model in ADONIS:

• Click the More button in the top right corner of the widget, and then click Open in ADONIS.

Process Potential and Maturity Analysis

This gauge chart helps to identify improvement potentials within the Business Process based on the results of an as-is analysis of various criteria. It shows the current value of the following attributes of the Business Process (one gauge for each attribute):

• Cost efficiency

• Cycle time

• Quality

• Customer satisfaction

• IT support

• Compliance

• Risk management

• Process management maturity