How to Create a Strategy Map

NEW DEMO: In addition to this tutorial, you can also create a Strategy Map yourself.

This tutorial will introduce how to create a basic Strategy Map with a dynamic view.

You will create this diagram by using the Dragon1 web applications Architecture Repository, Visual Designer, Content Viewer and Resource Center.

You will take the following steps:

  • Create a Dossier structure [in the Architecture Repository]
  • Enter Data [in the Architecture Repository]
  • Create Relationships and a Model [in the Architecture Repository]
  • Create a View [in the Visual Designer]
  • Create a Visualization [in the Visual Designer]
  • Publish and Comment a Visualization [in the Content Viewer]
  • Embed a Visualization [in the Resource Center]

Example Strategy Map Model

Below you see a screenshot of an example Strategy Map you can create on the Dragon1 platform.

This visualization shows three parts:

  • Strategic Direction
  • Objectives Hierarchy
  • Measurables

Together this data makes up a model of the strategy.

This is the data we will be entering first in the architecture repository. It could be we enter more data than we show, as we could decide we show an aggregated set of data.

Introducing Dragon1

Dragon1 is a SaaS platform for co-creating and managing enterprise architecture.

It is a suite of web applications that can be used for creating interactive content and products like: Strategy Maps, Enterprise Architecture, Business Models, Processes, Landscapes, Blueprints and Roadmaps. In this tutorial you will be using four web applications: Architecture Repository, Visual Designer, Content Viewer and Resource Center.

You can access each of these web applications by clicking on the corresponding label on the menubar left or above.

Architecture Repository

Create folder structures and enter data manually, enrich data or import data from files. Choose from 400+ entity classes.

Visual Designer

Create meta models, models, views and visualizations. Use templates and shape libraries. Create and reuse patterns.

Content Viewer

Watch the content created by you or others. Place comments, search, compare, trace & filter visualizations.

Resource Center

Create your own Resource Center or intranet. Publish your input documents, strategy, architecture and transformation.

Step 1. - Create a Dossier Structure

First we are going to create a dossier structure in a cabinet to store our data in.

To create a dossier structure

  • Go to the Architecture Repository
  • Create or open a Cabinet
  • Select the cabinet in the Explorer treeview
  • Create a dossier
  • Create four folders in the dossier: Data, Model, Relationships, View and Visualization.
  • Create sub folders in the Data folder: Mission, Vision, Identity, Objectives, Goals, Initiatives.

Step 2. - Enter data in the folders

To enter data

  • Select a folder
  • Click on Insert Entity
  • Select the type of data you want to enter
  • Type at minimum a name for the data.
  • Click Ok and see that the data is entered.

Enter the following type of data in the folders:

  • 1 Identity
  • 1 Mission
  • 3 Strategic Priorities
  • 3 Strategic Results
  • 3 to 10 Financial Objectives
  • 3 to 10 Customer Objectives
  • 3 to 10 Internal Processes Objectives
  • 3 to 10 Organizational Capacity Objectives
  • Financial Measures, Target and Initiatives
  • Customer Measures, Target and Initiatives
  • Internal Processes Measures, Target and Initiatives
  • Organizational Capacity Measures, Target and Initiatives
  • 5 to 7 Values

Step 3. - Create a Model

To create a model

  • Go to the Visual Designer
  • Create or open a Cabinet
  • Select a folder
  • Insert a model from the menu bar
  • Enter a name for the model
  • Optionally choose a type for the model
  • Insert shapes like processes and applications for the model by clicking on Draw Archifact or Draw entity and drag shape onto the canvas
  • You can change the color and size of the shapes.
  • Draw connections between the shapes using the smart tools of a selected shape.

Step 3. - Create a View

To create a view

  • Go to the Visual Designer
  • Create or open a Cabinet
  • Select a folder
  • Insert a view from the menubar
  • Enter a name
  • Select the model to use
  • Enter a viewing rule for the model data:
    • Rule Event: onload
    • Rule Condition: Class=Process;Name=Sales;Relation=FirstLevel
    • Rule Action: Show(name)

Step 4. - Create a Visualization

To create a visualization

  • Go to the Visual Designer
  • Create or open a Cabinet
  • Select a folder
  • Insert a visualization from the menubar
  • Drag a shape on the canvas. You will use this shape to generate the view data with on the canvas.
  • Save the visualization
  • Select the view shape
  • Enter the following view rule in the data attributes panel of the inspector.
    • Rule Event: onload
    • Rule Condition: Class=Process
    • Rule Action: Show(name)

    With this rule you will only see the processes from the view data. You can also show the whole view with Rule Condition = *.