1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. Modeling
  4. Business modeling

Define strategy

To model and define the strategy of your organization, you can use:

  • The business model canvas
  • The business process capability map
  • Goals and metrics


Business analyst Business analyst Manager Manager Manager Use the business model canvas Use the business model canvas The business model canvas is a strategic management and lean startup template for business models. It graphically represents several variables that show the values of your organization. You can deploy the business model canvas as a strategy tool describe, design, analyze, improve, and challenge a new or existing organization. The business model canvas shows all main company aspects. The business model canvas consists of nine categories which are called the building blocks of your organization. By maintaining and monitoring the developments per building block, you can fine-tune and improve the value proposition and performance of your organization and structurally improve its strategy.The building blocks are: Key partners Key activities Key resources Value propositions Customer segments Channels Customer relationships Cost structure Revenue streams On top of the building blocks, you can also define the mission statement of your organization. Procedure 1. Click Business strategy. 2. Click the Business strategy tab. 3. Sub-task: Edit the business model canvas. 4. Click Edit. 5. In the Mission section, you can define the mission statement of your company. 6. Expand the Key partners section. 7. Expand the Key activities section. 8. Expand the Key resources section. 9. Expand the Value propositions section. 10. Expand the Customer relationships section. 11. Expand the Channels section. 12. Expand the Customer segments section. 13. Expand the Cost structure section. 14. Expand the Revenue streams section. 15. Close the page. 16. Sub-task: Review the business model canvas. 17. Click Full screen. 18. Close the page. Define business process capability map Define business process capability map You can define the business process capability map to indicate the performance of your business processes in several dimensions. These business process dimensions are: Capability type: Indicates the business capability type of business processes. Rank: Indicates how business processes perform concerning the company strategy and compared to competitors. Maturity level: Indicates how well the behaviors and practices, for each business process, result in the desired outcomes in a reliable and sustainable way. Area: Classifies business processes at a high level by functional area. This topic explains how to define these business process capability map dimensions:Capability typeRankMaturity levelYou define the area on creation of a business process. Procedure 1. Click Business strategy. 2. Click the Capabilities tab. 3. Click Edit. 4. In the tree, select 'the desired record'. 5. Click the Strategy tab. 6. In the Type field, select an option. 7. In the Rank field, select an option. 8. In the Maturity level field, select an option. 9. In the Target maturity level field, select an option. 10. Close the page. Define goals and metrics

Define goals and metrics

Define the strategy for the solution in terms of goals and metrics

 Evaluate goals and identify opportunities

Evaluate goals and identify opportunities - Strategy

You can evaluate the goals in your strategy to identify the opportunities for your company. You can, for example, schedule evaluations for each phase of an implementation project.

You can use the evaluation to do a structured assessment of your business goals and the related business opportunities. During the evaluation, you rate the goals on these properties:

  • Value - Rate the business value of the goal.
  • Maturity - Rate the maturity of the processes and the technology that are used to reach the goal.
  • Complexity - Rate the effort that is required to reach the goal. For example, with regards to regulatory compliance.
  • Performance - Rate the performance of the business with regards to the goal. Are the key objectives met?

Based on the result of this assessment, you identify the opportunities for each goal. In general, you rate the opportunity as:

  • High or very high if a goal has high business value, low maturity, high complexity, and low performance.
  • Low or very low if a goal has low business value, high maturity, low complexity, and high performance.

The result of an evaluation answers questions like:

  • Where do we really need detailed business process flows first?
  • Where can we, for-the-time-being do with just a textual description of the process?

So, the evaluation results in the focus areas for, for example, the implementation phase you are about to start.

 Start Start End End

Activities

Name Responsible Description

Use the business model canvas

Manager
The business model canvas is a strategic management and lean startup template for business models. It graphically represents several variables that show the values of your organization. You can deploy the business model canvas as a strategy tool describe, design, analyze, improve, and challenge a new or existing organization.
The business model canvas shows all main company aspects. The business model canvas consists of nine categories which are called the building blocks of your organization. By maintaining and monitoring the developments per building block, you can fine-tune and improve the value proposition and performance of your organization and structurally improve its strategy.
The building blocks are:
  • Key partners
  • Key activities
  • Key resources
  • Value propositions
  • Customer segments
  • Channels
  • Customer relationships
  • Cost structure
  • Revenue streams
On top of the building blocks, you can also define the mission statement of your organization.

Define business process capability map

Manager

 		You can define the business process capability map to indicate the performance of your business processes in several dimensions.
These business process dimensions are:
  • Capability type: Indicates the business capability type of business processes.
  • Rank: Indicates how business processes perform concerning the company strategy and compared to competitors.
  • Maturity level: Indicates how well the behaviors and practices, for each business process, result in the desired outcomes in a reliable and sustainable way.
  • Area: Classifies business processes at a high level by functional area.
This topic explains how to define these business process capability map dimensions:
  • Capability type
  • Rank
  • Maturity level
You define the area on creation of a business process.

Define goals and metrics

Business analyst

 		Define the strategy for the solution in terms of goals and metrics

Evaluate goals and identify opportunities

Business analyst

You can evaluate the goals in your strategy to identify the opportunities for your company. You can, for example, schedule evaluations for each phase of an implementation project.

You can use the evaluation to do a structured assessment of your business goals and the related business opportunities. During the evaluation, you rate the goals on these properties:

  • Value - Rate the business value of the goal.
  • Maturity - Rate the maturity of the processes and the technology that are used to reach the goal.
  • Complexity - Rate the effort that is required to reach the goal. For example, with regards to regulatory compliance.
  • Performance - Rate the performance of the business with regards to the goal. Are the key objectives met?

Based on the result of this assessment, you identify the opportunities for each goal. In general, you rate the opportunity as:

  • High or very high if a goal has high business value, low maturity, high complexity, and low performance.
  • Low or very low if a goal has low business value, high maturity, low complexity, and high performance.

The result of an evaluation answers questions like:

  • Where do we really need detailed business process flows first?
  • Where can we, for-the-time-being do with just a textual description of the process?

So, the evaluation results in the focus areas for, for example, the implementation phase you are about to start.

Define goals and metrics

Evaluate goals and identify opportunities - Strategy

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