Portfolio Maps (HEATMAPS)
Purpose
Heatmap page contains a various heatmap charts explaining structure of capability framework, services and technologies along with their models. It has few performance indicator charts, few governance and technology risk and distribution related charts and few charts for planning and roadmap.
In this page, we can do –
Select any chart
Apply appropriate filters for each chart from header in second panel
Create clones of charts
Export charts as images or preview them in a new window
In chart, select any object for more details by redirecting to its object page.
Layout and Navigation
The page is organized into two sections or panels.
Chart selection section
The first panel is chart selection panel where we list all available chart links. User can select any chart from this list and load chart accordingly.
In this panel, charts are grouped logically by its purpose. If you create clone for any chart, it will add new group at very last in this panel having all cloned items listed.
Portfolio Navigation
Governance Heatmaps
Planning and Roadmaps
Chart section
In second panel, we load charts based on selection made from first panel. In top of the panel, we have options like –
Filters – to open filters for current chart. You can change filters and apply them to current chart. It will refresh the chart and load it based on selected filters.
Clone chart – Create clone of current chart. By selecting this option, it will open a popup asking details for clone chart. After creating new clone chart, you can see it as an item in first panel. You can’t create clone of clone. So, if clone chart is selected from first panel, you will have an option to remove the clone chart.
Print chart – by using this option, you can print chart to a local printer.
Export chart – you can export current chart as an image.
Preview chart – you can preview current chart in a new window.
Each chart described below with their purpose, customization/standard options they have –
Capability Frameworks
Purpose : Displays structure of capability frameworks and models.
Customization Options
You can zoom-in/zoom-out in chart through various level of model.
It will redirect to specific capability set page when double clicked on any capability set node.
From filters, you can select entity and category defined for capability set and refresh chart accordingly.
In filters, you can apply selected filters to load chart based on that OR save them to default in database, so when you again visit this chart, it will load with that updated filters.
Standard Options
IT Service Portfolio
Purpose : Displays structure of services and their models.
Customization Options
You can zoom-in/zoom-out in chart through various level of model.
It will redirect to specific service page when double clicked on any service node.
From filters, you can select entity and category defined for service and refresh chart accordingly.
In filters, you can apply selected filters to load chart based on that OR save them to default in database, so when you again visit this chart, it will load with that updated filters.
Standard Options
Technology View
Purpose : Displays structure of technologies and their models.
Customization Options
You can zoom-in/zoom-out in chart through various level of model.
It will redirect to specific technology page when double clicked on any technology node.
From filters, you can select entity and category defined for technology and refresh chart accordingly.
In filters, you can apply selected filters to load chart based on that OR save them to default in database, so when you again visit this chart, it will load with that updated filters.
Standard Options
Capability Heatmap
Purpose : Displays maturity level information for various capabilities in the model
Customization Options
From the filters, you have to select object type as capability scope from object type list for which you want to load chart. This object type list is system defined list of object types.
You have to select object type as valuation scope from list which are valuated against selected capability scope. This list is also a system defined list of object types.
Based on object type selected as capability scope, it will load collection of that object. You can select one or more from this list.
Based on object type selected as valuation scope, it will load a list of available valuation objects. You can select single object from this list.
In display option filters, you can select what should be font size, font family, font style, font color and text alignment in each node of chart.
In chart, we are showing Category, Domains, Clusters and selected objects as parent-child nodes. You can zoom-in by clicking on any domain/cluster nodes and zoom-out by right click/tap anywhere in children cells.
It is showing objects abbreviation and maturity score in last node and by clicking on its name, it will redirect to its detailed information page.
In filters, you can apply selected filters to load chart based on that OR save them to default in database, so when you again visit this chart, it will load with that updated filters.
On mouse-hover of each object node, it displays tooltip having object name, score and type of assessment.
Standard Options
If object type for Capability scope or valuation scope is not selected, by default it will consider first item from list.
If capability objects are not selected, by default it will consider all objects loaded in collection list.
If valuation objects are not selected, by default it will select first item from list.
Service Capability
Purpose : Displays maturity level information for various services in the model
Customization Options
From the filters, you can select category and entities defined for services.
You can also select snapshot as valuation object from available list.
In filters, you can apply selected filters to load chart based on that OR save them to default in database, so when you again visit this chart, it will load with that updated filters.
In chart, we are showing Category, Domains, Clusters and selected objects as parent-child nodes. You can zoom-in by clicking on any domain/cluster nodes and zoom-out by right click/tap anywhere in children cells.
On mouse-hover of each object node, it displays tooltip having object name, score and type of assessment.
It is showing objects abbreviation and maturity score in last level nodes and by clicking on its name, it will redirect to its detailed information page.
Standard Options
Value Dial Measure - Heatmap
Purpose : Displays information of portfolio performance against selected measure.
Customization Options
In filters, you have to select single measure from list.
Select key indicator to display in chart or not.
Select type of object against which you want to measure performance.
Based on type selected, it will load collection of objects where you can select one or more objects.
We list available attributes defined for selected object types in scope refiner section in filters, you can filter selected objects by selecting attributes.
In attributes filters, you can select whether to display change in measure, trend line or variance in chart. Change can be year to year, quarter to quarter and month to month.
You can select as-of -date and score color to display in chart.
In display option filters, you can select what should be font size, font family, font style, font color and text alignment in each node of chart.
In chart, you can zoom-in/zoom-out through different nodes.
You can see more details in node tooltip.
Purpose : Displays key performance across all selected measures.
Customization Options
In filters, Select type of object against which you want to measure performance.
Based on type selected, it will load collection of objects where you can select single object.
Based on selected object, it will load list of associated measures. You can select one or more measures from list.
In attributes filters, you can select whether to display change in measure, trend line or variance in chart. Change can be year to year, quarter to quarter and month to month.
You can select as-of -date and score color to display in chart.
In display option filters, you can select what should be font size, font family, font style, font color and text alignment in each node of chart.
In chart, you can zoom-in/zoom-out through different nodes.
Technology Distribution
Purpose : Displays technology distribution information across services
Customization Options
In filters, you can select entities and category defined for services to filter services.
You can set background color of node having technology associated.
In filters, you can apply selected filters to load chart based on that OR save them to default in database, so when you again visit this chart, it will load with that updated filters.
In chart, we are showing Category, Domains, Clusters and selected objects as parent-child nodes. You can zoom-in by clicking on any domain/cluster nodes and zoom-out by right click/tap anywhere in children cells.
On mouse-hover of each object node, it displays tooltip having object name, and associated technology count.
It is showing objects abbreviation/name and technology count in last level nodes and by clicking on its name, it will redirect to its detailed information page.
Standard Options
Service Governance Heatmap
Purpose : Displays governance information for selected services. It shows how many services are standard out of available?
Customization Options
In filters, you can select entities and category defined for services to filter services.
Select date to find standard services based on selected date.
In filters, you can apply selected filters to load chart based on that OR save them to default in database, so when you again visit this chart, it will load with that updated filters.
In chart, we are showing Category, Domains, Clusters and selected objects as parent-child nodes. You can zoom-in by clicking on any domain/cluster nodes and zoom-out by right click/tap anywhere in children cells.
On mouse-hover of each object node, it displays tooltip having object name, count of standard services and count of total services.
It is showing objects abbreviation/name, count of standard services and count of total services in last level nodes and by clicking on its name, it will redirect to its detailed information page.
Standard Options
If date is not selected in filters, it will consider today’s date.
If nothing is selected in filters, it will consider all entities for services and first category from list.
Technology Risk – Life cycle Heat map
Purpose : Displays information about where do we have technology risk for various technologies associated with services.
Customization Options
In filters, you can select entities and category defined for services to filter services.
Select type of life cycle from available list.
Select date to consider life cycle apply based on that selected date.
In filters, you can apply selected filters to load chart based on that OR save them to default in database, so when you again visit this chart, it will load with that updated filters.
In chart, we are showing Category, Domains, Clusters and selected objects as parent-child nodes. You can zoom-in by clicking on any domain/cluster nodes and zoom-out by right click/tap anywhere in children cells.
On mouse-hover of each object node, it displays tooltip having object name, version count of type of life cycle and total version count.
It is showing objects abbreviation/name, version count of type of life cycle and total version count in last level nodes and by clicking on its name, it will redirect to its detailed information page.
Standard Options
If date is not selected in filters, it will consider today’s date.
If nothing is selected in filters, it will consider all entities for services and first category from list.
Technology Risk – Life Cycle (Technology View)
Purpose : Displays information about where do we have technology risk for various technologies.
Customization Options
In filters, you can select entities and category defined for technologies to filter technologies.
Select type of life cycle from available list.
Select date to consider life cycle apply based on that selected date.
In filters, you can apply selected filters to load chart based on that OR save them to default in database, so when you again visit this chart, it will load with that updated filters.
In chart, we are showing Category, Domains, Clusters and selected objects as parent-child nodes. You can zoom-in by clicking on any domain/cluster nodes and zoom-out by right click/tap anywhere in children cells.
On mouse-hover of each object node, it displays tooltip having object name, version count of type of life cycle and total version count.
It is showing objects abbreviation/name, version count of type of life cycle and total version count in last level nodes and by clicking on its name, it will redirect to its detailed information page.
Standard Options
If date is not selected in filters, it will consider today’s date.
If nothing is selected in filters, it will consider all entities for technologies and first category from list.
Technology Risk Impact
Purpose : Displays information about what is impacted by technologies at risk.
Customization Options
In filters, you have to select navigation method to load list of object collection.
From list of object collection, you can select one or many objects.
Select one or more governance and lifecycle from available list.
Select date range from date filter if you want apply range on data.
You can select life cycle for node colors.
In filters, you can apply selected filters to load chart based on that OR save them to default in database, so when you again visit this chart, it will load with that updated filters.
In second panel, there are two vertical sub-panels one for chart and other displays object, life cycle and impact related information.
Based on item selected in chart, second sub-section will be refreshed and load data accordingly.
In second sub-section, with all object names, you have facility to click on object name and redirect to detailed information page.
You can zoom-in/zoom-out through chart.
Node colors in charts are based on life cycle of technologies.
In header, you can set how many levels to display – All, Level 1, Level 2, Level 3.
In header, you can also change chart orientation to Left-Right OR Top-Bottom.
Complexity Tax – Multiple Technology Versions
Purpose : Displays information like why we are using multiple technologies/versions for same set of capabilities and where we can consolidate and standardize.
Customization Options
In filters, you can select entities and category defined for technologies to filter services.
Select one or more governance and lifecycle from list.
You can set minimum count of version and components.
You can set date range and color for nodes.
In filters, you can apply selected filters to load chart based on that OR save them to default in database, so when you again visit this chart, it will load with that updated filters.
In chart, we are showing Category, Domains, Clusters and selected objects as parent-child nodes. You can zoom-in by clicking on any domain/cluster nodes and zoom-out by right click/tap anywhere in children cells.
On mouse-hover of each object node, it displays tooltip having object name, count of versions and count of components for services.
It is showing objects abbreviation/name, count of versions for services in last level nodes and by clicking on its name, it will redirect to its detailed information page.
Consolidation Opportunity – Technology Versions
Purpose : Displays information like why we are using multiple technologies for same set of capabilities and where we can consolidate and standardize.
Customization Options
In filters, you can select entities and category defined for technologies to filter services.
Select one or more governance and lifecycle from list.
You can set minimum count of version.
You can set date range and color for nodes.
In filters, you can apply selected filters to load chart based on that OR save them to default in database, so when you again visit this chart, it will load with that updated filters.
In chart, we are showing Category, Domains, Clusters and selected objects as parent-child nodes. You can zoom-in by clicking on any domain/cluster nodes and zoom-out by right click/tap anywhere in children cells.
On mouse-hover of each object node, it displays tooltip having object name, count of technologies and count of technologies with minimum given version.
It is showing objects abbreviation/name, count of technologies and count of technologies with minimum given version in last level nodes and by clicking on its name, it will redirect to its detailed information page.
Technology Roadmap
Purpose : Displays information of What are the potential technology events over the next planning horizon and Events include change in governance, internal life cycle, vendor support and licensing.
Customization Options
In filters, select navigation method to select type of object.
Based on navigation method selected, list of object collection will be loaded. Select one or more objects from list.
You can refine selected objects using scope refiner which is a list of attributes defined for objects.
You can select one or more governance and life cycle from list.
Select date range and display timeline which could be monthly, quarterly or yearly.
After applying filter, chart will be loaded and you can apply date range, list of technologies and list of components to include as filters from header of the second panel.
In chart, you can click on any node to read more information displays as tooltip.
Technology Disposition Roadmap
Purpose : Displays technology roadmap with disposition events for strategic planning.
Customization Options
In filters, select navigation method to select type of object.
Based on navigation method selected, list of object collection will be loaded. Select one or more objects from list.
You can refine selected objects using scope refiner which is a list of attributes defined for objects.
You can select one or more governance and life cycle from list.
You can select one or more available event class from list.
Select date range and display timeline which could be monthly, quarterly or yearly.
In chart, you can group technologies by service component by using related filter option.
After applying filter, chart will be loaded and you can apply date range, list of technologies and list of components to include as filters from header of the second panel.
In chart, you can click on any node to read more information displays as tooltip.
Capability Dependency Network
Purpose : Displays information of capability dependency and their input/output
Customization Options
In filters, you have to select any navigation type available based on that it will load list of collections of objects. You can select single object from list.
You can select dependency types to include in chart from available list.
Select snapshot to get maturity data.
In display option filters, you can select what should be font size, font family, font style, font color and text alignment in each node of chart.
After applying filters, chart will be loaded based on selection. In second panel, there are two vertical sub-sections in it. One to display chart. In other, we display details of input and output dependency of selected item in chart.
You can navigate to chart by selecting various items in the chart. Based on item selection, it will refresh second sub-section panel.
After loading chart, you can change snapshot selected in filters from header and load data for that snapshot.
IT Service Dependency Network
Purpose : Displays information of service dependency and their input/output
Customization Options
In filters, you have to select any single service from available list of services.
You can select dependency strength from filter to load data accordingly in chart.
You can provide date range to filter data accordingly.
In display option filters, you can select what should be font size, font family, font style, font color and text alignment in each node of chart.
After applying filters, chart will be loaded based on selection. In second panel, there are two vertical sub-sections in it. One to display chart. In other, we display details of input and output dependency of selected item in chart.
You can navigate to chart by selecting various items in the chart. Based on item selection, it will refresh second sub-section panel.
Technology Dependency Network
Purpose : Displays information of technology dependency and their input/output
Customization Options
In filters, you have to select any single technology from available list of technologies.
You can select dependency strength and type from filter to load data accordingly in chart.
You can provide date range to filter data accordingly.
In display option filters, you can select what should be font size, font family, font style, font color and text alignment in each node of chart.
After applying filters, chart will be loaded based on selection. In second panel, there are two vertical sub-sections in it. One to display chart. In other, we display details of input and output dependency of selected item in chart.
You can navigate to chart by selecting various items in the chart. Based on item selection, it will refresh second sub-section panel.
Capability Dependency Gap Matrix
Purpose : Displays information of whether we have a gap in underlying capabilities needed for achieving a desired level of maturity
Customization Options
In filter, you have to select navigation method to load list of object collection. You have to select at-least one object from list.
Select one or more dependency types from list.
In filter, set what is focus capability and what is dependent capability which is actually a list of snapshots.
Select whether to show dependency for input, output or both dependencies.
You can choose color for maturity gap >= 1 and < 1 and no gap.