Business Planning Portal

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Business Planning Portal

    The Business Planning Portal is a critical tool for business planners, enabling them to manage various entities related to business goals, such as business units, capabilities, and strategies. Access requires the activation of the Business Planner plugin, which is only available if any Strategic Portfolio Management (SPM) plugins are installed. This portal allows planners to effectively view, create, and update essential business planning components.

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    Key Features

    • Manage Business Entities: View and manipulate goals, business units, capabilities, and strategies to enhance business planning.
    • Capability Map: If the Enterprise Architecture plugin is installed, planners can use the Map link to launch a capability map for better planning.
    • Strategies Management: Create and assign enterprise and business unit strategies to goals, supporting structured planning across various levels of the organization.
    • Business Units: Define and create business units to represent different functions within the enterprise.
    • Goals Tracking: Monitor and update the status of goals that align with business plans, linking them to multiple strategies.
    • Recent Activity: Access a log of recently created goals, strategic objectives, and business units for quick reference.

    Key Outcomes

    By utilizing the Business Planning Portal, business planners can streamline their planning processes, ensuring alignment with strategic objectives and efficient management of business entities. This leads to better visibility into business capabilities and improved decision-making to achieve business goals.

    A business plan includes a business goal and a plan to achieve that goal. Business planning involves various entities of a business such as goals, business units, business capabilities, capability map, enterprise strategies, and business unit strategies. As a business planner you can manage these entities from the business planning portal.

    To access the business planning portal, the Business Planner (com.snc.apm.business_planner) plugin must be activated. This plugin is installed only when any one of the other Strategic Portfolio Management (SPM) plugins is already installed.

    Access the business planning entities, goals, business units, enterprise strategy, business unit strategy, capabilities, and capability in the Business Planner module.

    Business planning portal for the business planner

    As a business planner, you can do various tasks from the business planning portal such as view, create, and update the business entities to achieve business goals. In addition, the Business Planner can use capability map for planning.

    Note:
    The role of a business planner involves only planning and managing the entities to achieve the business goal. It doesn't deal with the business applications or technologies that support the business.
    Figure 1. Business planning portal
    Business planning home page for a business planner

    The business planning portal helps the business planner to view and create goals, business unit, capabilities, and strategies.

    Number of capabilities
    Displays the number of capabilities that have been created. Click to view the list of capabilities defined for the business enterprise. Create business capability and relate the capability with an application if the existing capabilities don't conform to your business plan.

    If you have installed Enterprise Architecture (formerly APM), then the Map link is available. Click Map to launch the capability map.

    Strategies
    Displays the number of objectives that have been created. Click to view the list of strategic objectives that align with your business plans. Click to create a business unit strategy or an enterprise strategy to fulfill a new business plan. You can also assign strategies to a goal.
    • Enterprise strategy is at a higher level and business unit strategies can be assigned at its child level.
    • Business unit strategy is at a lower level and an enterprise strategy or a business unit strategy can be assigned as a parent strategy.
    Business Units
    A business unit is a segment of an enterprise that represents a business function. View the existing number of business units in your organization. Click to create a business unit to define its functions.
    No. of goals
    View the number of goals created to achieve a business plan. You can relate goals to many enterprise and business unit strategies. Similarly, more than one enterprise and business unit strategies can be related to more than one goal. Click a goal from the list to update its status and assign a task to it. You can also create a goal for an application strategy.
    Recent Activity
    View the recent goals, strategic objectives, and business units that you had created.