Business Alignment and Status Reports › Define Alignment Factors

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Define Alignment Factors

Define the alignment factors to track the business alignment, goals, and corporate priorities of your investments.

Follow these steps:

  1. Open the investment.

    The properties page appears.

  2. Open the Properties menu and click Alignment & Risk. For projects, click Business Alignment.

    The alignment and risk page appears. For projects, the business alignment page appears.

  3. Complete the following fields in the Alignment and Risk section:
    Business Alignment

    Displays the business alignment score as a stoplight. This score is the average of the scores for each factor selected on this page. A higher score indicates better alignment.

    Stoplights:

    • Red (0 through 33). The investment is poorly aligned to the business.
    • Yellow (34 through 67). The investment has average alignment to the business.
    • Green (68 through 100). The investment is aligned to the business.
    Goal

    Defines the goal of the investment.

    Values: Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, or Maintain the Business

    Risk

    Defines the risk for the investment. A lower value indicates a lower risk. For projects, this field is available on the risk rating page.

    Stoplights:

    • Red (0 through 33). The investment has a low risk.
    • Yellow (34 through 67). The investment has a medium risk.
    • Green (68 through 100). The investment has a high risk.
    Required

    Indicates if the investment is required for the business for compliance purposes.

  4. Complete the following options from the Alignment Factors section, and save.
    Corporate Priority

    Defines the corporate priority of an investment.

    Stoplights:

    • Green. The investment is either a high or higher priority.
    • Yellow. The investment is a medium priority.
    • Red. The investment is a low priority.
    Business Unit Priority

    Defines the business unit priority of an investment.

    Stoplights:

    • Green. The investment is either a high or higher priority.
    • Yellow. The investment is a medium priority.
    • Red. The investment is a low priority.
    Architectural Fit

    Defines the architectural fit for an investment.

    Stoplights:

    • Green. The investment is either a high or higher fit.
    • Yellow. The investment is a medium fit.
    • Red. The investment is a low fit.
    Commercial Value

    Defines the commercial value associated with the investment.

    Stoplights:

    • Red. The investment has a low commercial value.
    • Yellow. The investment has a medium commercial value.
    • Green. The investment has either a high or higher commercial value.
    Regulatory Compliance

    Displays the regulatory compliance status of an investment.

    Stoplights:

    • Green. The investment is required for compliance.
    • Yellow. The investment supports compliance activities.
    • Red. The investment is not applicable for compliance.
    Technology Compliance

    Displays the technology compliance status of an investment.

    Stoplights:

    • Green. The investment is in compliance with architecture standards.
    • Yellow. The investment is not in compliance but stable.
    • Red. The investment is not in compliance.

    The alignment factor is defined.