3 Collaborative Work Management
Business Capability Definition
3.1 Task and Workflow Management This function ensures that tasks and workflows are managed effectively to achieve operational efficiency and alignment with program or project goals. It involves assigning ownership, prioritizing tasks, tracking progress, and integrating tools to enhance visibility and collaboration.
3.1.1 Task Management This process involves creating, assigning, and managing individual tasks to ensure clarity, accountability, and timely completion. It supports structured execution and minimizes bottlenecks.
3.1.2 Dependency Management This function identifies and manages relationships between tasks or activities to minimize risks and maximize synergies. It ensures that dependencies are clearly understood and addressed to avoid delays or conflicts.
3.1.3 Workflow Management This process defines and manages the sequence of tasks or activities required to complete work efficiently. It ensures consistency, repeatability, and adaptability in execution.
3.1.4 Task Ownership This function assigns responsibility for specific tasks to individuals or teams, ensuring accountability and clarity in execution. It supports efficient resource utilization and minimizes confusion.
3.1.5 Task Prioritization This process determines the order in which tasks should be completed based on their urgency, importance, and alignment with objectives. It ensures that resources are allocated to maximize impact and meet deadlines.
3.1.6 Progress Tracking This function monitors the status of tasks as they move through various stages of completion. It provides real-time insights into progress and enables timely adjustments to address issues or changes in priorities.
3.1.7 Integration This process ensures that task and workflow management tools are integrated with other systems to streamline workflows and enhance visibility. It supports efficient data exchange and collaboration across teams.
3.1.8 Visualization This function provides visual representations of tasks, workflows, and progress to enhance transparency and support informed decision-making. It includes dashboards, Gantt charts, and Kanban boards.
3.1.9 Reporting This process generates reports on task and workflow performance to inform stakeholders and drive continuous improvement. It ensures accountability and supports strategic alignment.
3.1.10 WIP and Performance This function monitors work-in-progress (WIP) limits and performance metrics to optimize productivity and minimize bottlenecks. It supports lean principles and ensures efficient resource utilization.
3.2 Development and Continuous Integration / Continuous Deployment This function ensures that development processes are streamlined and automated to enable rapid, reliable delivery of software or products. It includes source control, CI/CD pipelines, and scalability considerations to support innovation and quality.
3.2.1 Source Control Management This process manages version control for code and assets to ensure consistency, traceability, and collaboration among developers. It minimizes errors and supports efficient development workflows.
3.2.2 CI/CD Pipeline Management This function automates the build, test, and deployment processes to enable continuous integration and delivery. It reduces manual effort, minimizes errors, and accelerates time-to-market.
3.2.3 Development Tools This process provides tools and platforms to support coding, testing, and debugging activities. It enhances developer productivity and ensures high-quality outcomes.
3.2.4 Scalability, Analytics, Security, and Documentation This function ensures that development practices are scalable, secure, and well-documented. It supports growth, compliance, and knowledge sharing across teams.
3.3 Risk and Issue Management This function identifies, assesses, and mitigates risks and issues associated with collaborative work. It ensures proactive management of uncertainties to minimize negative impacts and capitalize on opportunities.
3.3.1 Risk Identification and Assessment This process evaluates potential risks to determine their likelihood and impact. It supports informed decision-making and resource allocation.
3.3.2 Mitigation Planning, Ownership, and Tracking This function develops strategies to address risks, assigns ownership, and tracks progress in mitigation efforts. It ensures accountability and timely resolution.
3.3.3 Issue Logging and Tracking This process captures and monitors issues as they arise during execution. It ensures that problems are resolved promptly to minimize disruptions.
3.3.4 RAID Management and Reporting This function manages risks, assumptions, issues, and dependencies (RAID) to ensure transparency and accountability. It supports informed decision-making and continuous improvement.
3.4 Quality Assurance This function ensures that deliverables meet predefined quality standards through systematic testing, automation, and review processes. It minimizes defects and enhances customer satisfaction.
3.4.1 Test Planning, Execution, and Automation This process defines testing strategies, executes tests, and leverages automation to ensure consistent quality. It reduces manual effort and accelerates feedback loops.
3.4.2 Quality Metrics This function measures key indicators of quality, such as defect rates and test coverage. It supports data-driven decision-making and continuous improvement.
3.4.3 Quality Review and Assurance This process ensures that deliverables undergo rigorous reviews and audits to meet quality standards. It minimizes rework and ensures customer satisfaction.
3.5 Documentation and Knowledge Management This function ensures that information is captured, stored, and shared effectively to support collaboration and compliance. It includes document creation, knowledge capture, and security considerations.
3.5.1 Document Creation, Storage, and Communication This process creates, stores, and shares documents to ensure accessibility and transparency. It supports collaboration and minimizes duplication of effort.
3.5.2 Knowledge Capture and Sharing This function captures and disseminates knowledge about processes, best practices, and lessons learned. It supports continuous learning and innovation.
3.5.3 Management, Compliance, and Security This process ensures that documentation practices comply with regulatory requirements and internal policies. It supports trust, accountability, and ethical handling of sensitive information.
3.5.4 Integration and Access This function ensures that documentation tools are integrated with other systems to streamline workflows and enhance visibility. It supports efficient access and collaboration.
3.5.5 Document Reviews This process ensures that documents undergo structured reviews to maintain accuracy, relevance, and quality. It minimizes errors and ensures compliance.
3.6 Metrics and Performance This function collects, tracks, and analyzes performance metrics to inform decision-making and drive continuous improvement. It ensures accountability and supports strategic alignment.
3.6.1 Collection and Definition This process defines and gathers key performance indicators (KPIs) to measure progress and outcomes. It ensures consistency and relevance in data collection.
3.6.2 Tracking and Analysis This function monitors and evaluates performance metrics to identify trends, gaps, and areas for improvement. It supports data-driven decision-making and continuous improvement.
3.6.3 Reporting This process generates reports on performance metrics to inform stakeholders and drive strategic alignment. It ensures transparency and accountability.
3.6.4 Integration, Compliance, and Accessibility This function ensures that metrics and reporting practices comply with regulatory requirements and internal policies. It supports trust, accountability, and ethical handling of sensitive information.
3.7 Collaboration and Communication This function facilitates seamless communication and collaboration among team members and stakeholders to ensure alignment and efficiency. It includes tools and practices to enhance transparency and engagement.
3.7.1 Communication This process ensures that information is shared effectively, transparently, and in a timely manner with stakeholders. It builds trust and supports alignment with objectives.
3.7.2 Collaboration This function provides platforms and tools to facilitate joint work and decision-making. It supports seamless communication, document sharing, and problem-solving.
3.8 Reporting This function generates reports to communicate progress, risks, and outcomes to stakeholders. It ensures transparency, accountability, and informed decision-making.
3.8.1 Status Reports This process communicates the current status of work to stakeholders. It ensures transparency and supports timely decision-making.
3.8.2 Sprint Reports This function provides insights into sprint performance, including completed tasks, velocity, and impediments. It supports continuous improvement and adaptation.
3.8.3 Release Reports This process communicates the status and outcomes of releases to stakeholders. It ensures transparency and supports alignment with objectives.
3.8.4 Quality Reports This function provides insights into quality metrics, such as defect rates and test coverage. It supports data-driven decision-making and continuous improvement.
3.8.5 Resource Reports This process communicates resource utilization, availability, and performance to stakeholders. It supports informed decision-making and continuous improvement.
3.8.6 Financial Reports This function provides insights into financial performance, including budgets, costs, and returns on investment. It supports accountability and strategic alignment.
3.8.7 Portfolio Reports This process communicates portfolio-level insights, including progress, risks, and outcomes. It ensures transparency and supports informed decision-making.
3.8.8 Custom and Automated Reports This function generates tailored reports automatically based on predefined templates and schedules. It ensures timely and accurate communication of relevant information.
3.8.9 Compliance Reports This process ensures that reporting practices comply with regulatory requirements and internal policies. It supports trust, accountability, and ethical handling of sensitive information.
3.8.10 Performance Reports This function provides insights into performance metrics, such as productivity, efficiency, and quality. It supports data-driven decision-making and continuous improvement.
3.8.11 Risk Reports This process communicates risk-related insights, including identification, assessment, and mitigation efforts. It ensures transparency and supports proactive management of uncertainties.
3.8.12 Dashboards This function provides visual representations of key metrics and insights to stakeholders. It enhances transparency and supports informed decision-making.
3.9 Agile / Product Practices This function supports agile and product-centric delivery by enabling iterative planning, collaboration, and continuous improvement. It includes frameworks, roadmapping, and metrics to drive value delivery.
3.9.1 Agile Framework Support This process provides tools and practices to support agile methodologies, such as Scrum, Kanban, or SAFe. It ensures flexibility and adaptability in delivery.
3.9.2 Product Discovery This function identifies and validates customer needs and market opportunities to inform product development. It ensures alignment with strategic objectives.
3.9.3 Backlog, Sprint, Release Management This process manages backlogs, sprints, and releases to ensure timely and incremental delivery of value. It supports transparency and adaptability.
3.9.4 Collaboration This function facilitates communication and joint decision-making among cross-functional teams. It supports seamless execution and minimizes silos.
3.9.5 Roadmapping This process creates visual representations of planned activities over time, showing how they contribute to strategic objectives. It ensures alignment and transparency.
3.9.6 Metrics and Reporting This function measures and communicates key metrics related to agile and product delivery. It supports data-driven decision-making and continuous improvement.
3.9.7 Adaptability This function ensures that agile and product practices can adapt to changing priorities or market conditions. It supports flexibility and responsiveness.
3.9.8 Product Delivery This process ensures that products are delivered incrementally and iteratively to meet customer needs. It minimizes waste and maximizes value.
3.10 Release Management This function ensures that releases are planned, executed, and tracked effectively to deliver value incrementally and iteratively. It includes coordination, compliance, and customization to support successful delivery.
3.10.1 Planning This process defines release objectives, timelines, and dependencies to ensure alignment with strategic goals. It minimizes risks and ensures readiness.
3.10.2 Execution This function ensures that releases are executed according to plan, addressing issues and adapting to changes as needed. It supports timely and high-quality delivery.
3.10.3 Tracking This process monitors the status of releases to ensure transparency and accountability. It supports informed decision-making and continuous improvement.
3.10.4 Coordination This function ensures that cross-functional teams collaborate effectively to deliver releases successfully. It minimizes silos and enhances alignment.
3.10.5 Compliance and Reporting This process ensures that release management practices comply with regulatory requirements and internal policies. It supports trust, accountability, and ethical handling of sensitive information.
3.10.6 Customization This function ensures that release management practices can be tailored to meet specific organizational or project needs. It supports flexibility and adaptability.
3.11 Financial Management This function ensures that financial aspects of collaborative work are managed effectively, including budgeting, cost tracking, and reporting. It supports accountability and strategic alignment.
3.11.1 Budget Planning This process defines and allocates budgets to ensure alignment with strategic objectives. It minimizes overspending and ensures sufficient funding.
3.11.2 Cost Tracking This function monitors actual costs against budgets to ensure accountability and transparency. It supports informed decision-making and continuous improvement.
3.11.3 Invoicing and Resource Costing This process generates invoices and tracks resource costs to ensure accurate financial reporting. It supports accountability and compliance.
3.11.4 Reporting and Compliance This function ensures that financial reporting practices comply with regulatory requirements and internal policies. It supports trust, accountability, and ethical handling of sensitive information.
3.11.5 Management This process oversees all financial aspects of collaborative work, ensuring alignment with strategic objectives and compliance with policies. It supports accountability and transparency.
3.12 Benefits Management This function ensures that benefits are identified, tracked, and realized to deliver value to stakeholders. It supports strategic alignment and continuous improvement.
3.12.1 Identification and Planning This process identifies potential benefits and develops plans to realize them. It ensures alignment with strategic objectives.
3.12.2 Tracking and Realization This function monitors progress toward benefit realization and ensures timely delivery of value. It supports accountability and continuous improvement.
3.12.3 Management This process oversees all aspects of benefits management, ensuring alignment with strategic objectives and compliance with policies. It supports accountability and transparency.
3.12.4 Estimation and Adjustment This function estimates potential benefits and adjusts plans as needed to ensure alignment with changing priorities or market conditions. It supports flexibility and responsiveness.
3.13 Resource Staffing This function ensures that resources (e.g., people, tools) are allocated efficiently to support collaborative work. It includes forecasting, allocation, and reporting to maximize productivity and success.
3.13.1 Identification and Planning This process identifies resource needs and develops plans to meet them. It ensures alignment with strategic objectives and minimizes bottlenecks.
3.13.2 Allocation and Tracking This function assigns resources to specific tasks or activities and tracks their utilization. It ensures accountability and efficient use of resources.
3.13.3 Management and Reporting This process oversees all aspects of resource staffing, ensuring alignment with strategic objectives and compliance with policies. It supports accountability and transparency.
3.13.4 Resource Forecasting This function predicts future resource needs based on workload and priorities. It ensures sufficient capacity to meet deadlines and deliverables.