Business Rule 13. It will be made accessible via the Common Data Stores (CDS) in the near future. Changes in business processes are likely to be made as a consequence of the risks to the higher Business Line. The BFS�s Principles and Business Rules must be strictly adhered to and no exceptions can be allowed, such as creating another enterprise-level structure in Metadata Manager to support specific business requirement Question 13. Although every company is different, and there is no set formula for determining your appropriate organization design, we have identified 10 guiding principles … Illustrates BudgetA line of business must have a defined budget line and recurring budget allocations.RisksBusiness processes inherit the business risk of their line of business. Intentionality is the Preferred Approach. Principle 1: Each category should be definitely and immediately understandable from its name. The hierarchy should be clearly expressed by the enumeration scheme such that one can reconstruct the taxonomy from the number. Assets are associated with Business Areas only through aggregation. Values are assigned through a process called �tagging� or profiling. Known Business ProcessesA line of business must have one or more associated business processes.Business AreaA line of business must be publicly acknowledged and associated with a Business Area as defined in the Strategic and Performance Contracts. have a set of core competencies that define the work, have pertinent job profiles, and human resource assets that sustain them. Metrics for Principle 1 (Ascertainability) Audit reveals that: all category names are consistent with the category content all category names are understandable in and out of context no two category names should be the same categories are named in a manner that fully and explicitly conveys what they are about and where they belong in the taxonomy subcategories contextualized by their parent category convey their specific context with their name; there are no categories which are not easily understood by users. When used as a data set, the hierarchical relationships must be enforced across all of the levels that are used. The third event was the design and development of the Unified Case Management (UCM) system. &. The World Bank Catalog is the system developed to support the Bank�s Policy on Information Disclosure. They can therefore be adopted and adapted to suit any service management improvement, and are the “how” that can guide organizations in their work regardless of their own specific needs and circumstances. The Principles for creating and maintaining the BFS are derived from the Prolegomena to Library Classification (2e), industry best practices, and practical experience in the Bank environment. The scheme provides the definitions of inheritance for guidance. �General�, �Other�, �Not x� and �Miscellaneous� are not used in any category names The Annual Audits of Systems Usage of the BFS focuses on the compliance to the Business Rules defined in Section 4.2. What is the governing authority for the BFS? Parent is a category with a meaning wider in scope than the category in question, and shown superordinate to the latter in a hierarchy. Changes can include: Additions to any level of the scheme Splitting an existing category into two or more categories Joining two or more categories Retiring a category Changing the name of a category Changing the hierarchical relationships between categories Question 4. Business areas describe the Bank�s business at its highest level of aggregation. Governance Process for the Business Function Scheme Governance Model The World Bank owns the Business Function Scheme. The use of both the attribute and the business function scheme were discontinued when the Bank Records Classification Scheme (BRCS) was adopted as part of the IRIS 3 (document management) system design and implementation. Best Practices. Application Administrator using the new category will add it to the selection options for metadata capture, and to browse/search structures; managers of systems impacted by the change will make changes to existing data classes, in accordance to the BFS Business Rules. When a business activity is executed, a change in the �state� of inputs and/or outputs takes place. Absent a well defined standard, we look to two sources for guidance in building a classification scheme: mathematical set theory, and library science classification principles. The governance model for the Business Function Scheme derives from the governance model for the Enterprise Business Architecture. INTRODUCTION . Locally autonomous from regional and national affiliations. Active Directory Best Practices for User Accounts. RisksChanges in a particular step or subprocess will inherit the business continuity value of their line of business parent. The Nestlé Management and Leadership Principles 3 I invite you all to live by the values and principles described in this document, and support our Company’s firm commitment to them. BudgetIs only tracked at a budget level during a benchmarking or task analysis exercise. a unique MDK is assigned for new categories BFS Custodian will document the change in the Multites BFS profile Technical Steward will ensure CDS is updated Updated BFS values will be published to consuming applications, i.e. Classification schemes are in widespread use in everyday life � from grocery stores, to websites, to personal information spaces. EMBED Visio.Drawing.11 Question 1. Who can initiate a request for a new or a change to an existing category in the scheme? Business Activity is a description of work that forms one logical step within a process. Business Rule 9. It does not provide guidance on how to create or maintain the values in a classification scheme. Lines of Business reflect an organization�s strategic choices and levels of business risk, and are closely aligned with the organization�s performance management. This typically results in a structure which is unbalanced and unpredictable, and essentially unusable for its intended purpose. Business Processes The third level categories represent business processes. What is the Annual Audit? Information assets are always categorized to the most specific category. Business Rule 7. A Line of Business is identified only when all of these criteria are met. Beijing Gas led the translation efforts with support from EDF. Over the past seven years, the U.S. Department of the Treasury (Treasury), the U.S. Department of Housing and Urban Development (HUD), and the Federal Housing Finance Agency (FHFA) —together … May be represented as a manual or digital procedural model.Business Process ModelCan be represented as a business process model, adhering to modeling guidelines. How is the change executed? The placement of any category in the Scheme can be determined by its notation. Ranganathan's Prolegomena to Library Classification (2e) (1957) for principles of library science classification. Business Stewards - Vice Presidents and Directors (owners of the LoB) and owners of business processes or subprocesses; Question 2. When BFS is used for hierarchical browsing or searching, the content publishers must follow Usability Best Practices and Guidelines Annex 1: Annual Review of the BFS & systems usage of the BFS At least once a year, a full review and evaluation of the Business Function Scheme and audits of systems usage of the Scheme should be completed. Business Rule 2. These occurrences can be more easily decided by setting guiding principles from the outset (although it is never to late to define these if you still have a long way to go). Maintain reporting tools for application audits and set up periodic reporting on data quality Business Consumers Who Are Consumers? 4 | Page . Ensure that retention plans, business continuity, disaster recovery and security plans are defined and executed for the BFS. Where a subprocess exists, they are represented as Level 5. Business Rule 6. The second event was the design and implementation of the World Bank Catalog�s business function browse and navigation feature. For description of the physical implementation in Metadata Manager, please see REF _Ref147740868 \h \* MERGEFORMAT Annex 5. Each label has to be distinct from other names the rules for capitalizing are strict in accordance to the Chicago Style Manual. Business Rule 18. (Ascertainability) The name of a category should be descriptive of what is contained in the category The coverage of a category should be known simply by reading the category name The category name should represent the focus of the category A category�s name should reflect its parent category Acceptable PracticeUnacceptable PracticeProject SupervisionSupervisionBudget ControlControllingPrinting and Copying ServicesPrintingFinancial Reporting and AnalysisReporting and Analysis Principle 2: No two categories should overlap or should have exactly the same scope and boundaries. Best Practice Principles for Medication Review Guidance Document . the arrival of a request) and defined outputs at its completionInputs/OutputsHas defined inputs which are converted directly into outputs at the end of the process.Business Subprocesses or TasksCan be decomposed into subprocesses or directly to tasks.Procedures and Best PracticesIs more likely to be addressed by best practices and procedures than policy statements and governance models. Technology AssetsMay be supported by one or more technical components, or by no technology. Executing appropriate backup procedures for the BFS Collaboratively with Business Stewards and Technical Stewards, establishing and controlling access to the Business Function Scheme; providing the Technical Steward with access security guidelines Technical Stewards Who Are Technical Stewards? In previous Management Moment columns, we have discussed a range of leadership and management issues. constraint the use of jargon � technical or organizational - to a minimum use ��process-oriented� concepts for names and convey the business focus of the information content. Question 3. The requester(s) Business Stewards of existing classes that would be impacted by the new class or by a change to an existing class; Application Administrator who will be impacted by the change; BFS Custodian who receive and conduct the review and formulate the initial recommendations Question 7. Who does the evaluation? Business Rule 14. That browse structure was built upon the earlier business function scheme used in IRIS because it provided the best fit to the Bank�s Disclosure Policy. “Strategies” are how we accomplish the goals. Relationships should not be redefined in the context of an application. iii … Applies To: Windows Server 2016, Windows Server 2012 R2, Windows Server 2012. PNNL-23347 Best Practices for HPSB Guiding Principles Implementation in Existing DOE Buildings JW Henderson May 2014 Prepared for the U.S. Department of Energy under Contract DE-AC05-76RL01830 Pacific Northwest National Laboratory Richland, Washington 99352 . This action can be performed from the service web site. According to BFS Guiding Principles; Primarily through a comparison of the request, its impacts to the scheme, a review of the information resources to which it will be applied, and an analysis of other resources in systems that are not yet integrated into the scheme; Change process must also consider cost of implementing the change in the consuming applications; In close collaboration with the requester, and other Business Stewards that may be impacted by the change; BFS Custodian will facilitate the consultation process. Principles for Creating and Maintaining the Business Function Scheme The Principles for creating and maintaining the BFS are derived from the Prolegomena to Library Classification (2e), industry best practices, and practical experience in the Bank environment. How can you make a request? Examples: Principle 10: The naming and notation associated with a class should be consistent across the overall scheme. The governance model for the Business Function Scheme addresses the strategic and tactical issues associated with managing an enterprise master data asset. Each Business Process can be further decomposed into multiple business subprocesses or directly into business activities. What type of changes can be made? Follow Financial and Accounting Expectations. (Enumeration and Hospitality) The notation structure must be defined to support horizontal and vertical expansion The enumeration Scheme is always aligned with the top level of the Scheme The notation should be expandable without disturbing any of the existing category numbers - each level of enumeration should represent the expected growth of that level over time Each subcategory in the Scheme has its own unique enumeration number The enumeration Scheme should use consistent notation across all levels � the business function Scheme is a numerical enumeration. An activity requires human and/or machine resources to support process execution. Where relevant sequence varies by application, the reference Scheme should retain a simple alphabetical order and rely on the application to display appropriately. The name, definition and system of record are defined for each attribute. Description of the Business Function Scheme Definition of the Business Function Scheme The Business Function Classification Scheme (hereafter BFS) is a hierarchical classification scheme which provides a representation of the Bank�s business architecture. Many nonprofits seek voluntary accreditation as a way of demonstrating their commitment to excellence. Business Areas are represented as Level 1 in the BFS. Human Resource AssetsLines of business use people to perform work, have a set of core competencies that define the work, have pertinent job profiles, and human resource assets that sustain them. The Data Management Program is authorized by the CIO and is supported by the Information Quality Group. An activity is the smallest unit of work which is scheduled in a process. Metrics for Principle 2 (Exclusiveness, Uniqueness and Relevance) Audit reveals that every category has a unique scope and coverage each category in the schema has a unique set of concepts or derivation rules reveals that no two categories consistently categorize all content there are no categories which represent development topic areas, organizational units or another dimension that is not directly related to the way the Bank does its work Metrics for Principle 3 (Consistency) Audit reveals that: all categories adhere to the BFS Guiding Principles change management decisions adhere to principles and best practices systems using the BFS demonstrate consistency of use and compliance with the BFS Guiding Principles Metrics for Principle 4 (Affinity, Decreasing Extension, and Context) Audit reveals that: moving from top category to lowest category, categories become increasingly granular and tightly defined each subcategory is a logical subset of its parent category Metrics for Principle 5 (Currency): Audit reveals that: category names are recognized as current terminology by business stewards predecessor category names are archived and traced to current names Metrics for Principle 6 (Differentiation) Annual review reveals that all level 1, 2 & 3 categories have at least two subcategories. (Naming and Notation Conventions) Category names should: avoid or constrain the use of abbreviations or acronyms be held to five words or less. Metrics for Principle 7 (Enumeration and Hospitality): Audit reveals that: new categories were added without redefining the enumeration strategy over a five year period no major schema redefinition has been required each category in the schema has a notation value that accurately describes its place in the schema the schema can be reconstructed solely from its enumeration Metrics for Principle 8 (Exhaustiveness): Audit reveals that: both the current business of the organization and the historical business of the organization is reflected in the scheme superceded functions are retained in the scheme for information retrieval purposes, but not for classification purposes both current and archived values are accessible for information access purposes Metrics for Principle 9 (Helpful, Consistent, and Relevant Sequence): Wherever categories are represented in the schema, their order represents the institutional practice Annual review ensures that the sequence represented in the institutional reference source represents institutional practice Metrics for Principle 10: Naming and Notation Conventions: Audit reveals that: category names contain no acronyms (acceptable procedure as defined above), abbreviations, initialisms, general or meaningless words; all category names reflect its intent, meaning and context. Facilities, Technology & Information AssetsLines of business are supported by facilities (office space, equipment, and supplies; consume energy; use communication resources; technology assets; data/information assets)Comparable Industrial Sector/CompetenciesMost lines of business within organizations have a comparable external economic product or service line/sector. Technology AssetsMay be supported by one or more technical components, or by no technology. The system with the most comprehensive coverage of attributes is MultiTes. If you share these principles with all your people, and use them when you’re making decisions, then you’re going to do a much better job of creating value for your customers, your users, and your own organization. What is the governing authority for the BFS? Data/Information AssetsUses instances of data/information at the individual step level, and uses it one at a time.Financial ResourcesTracks resources required to produce individual products or services. The BFS is the controlling reference source for a core metadata attribute � Business Function. (Affinity, Decreasing Extension, and Context) Categories should be subsets of the parent category Subcategories should have narrower scope and coverage than their parent category Placement in the scheme is always determined by the set and subset of concepts, rules and content, rather than presentation Whenever a subcategory is added the category scope and definition must change to include it Principle 5: Names of categories in a classification scheme should reflect the organization�s business language. To conserve time, you might do the first guiding principle as an entire group and then use breakout groups to create the remainder of them. Service Standards/MetricsAny product or service line must have published service standards and quality metrics.Clients/StakeholdersBusiness lines must have defined clients and stakeholders, internal or external to the organization. Petroleum Review feature helps raise awareness among oil and gas professionals. Clients/StakeholdersBusiness processes generate a product or service for a client or stakeholder, internal or external.Human Resource Assets Both LOB and BP consume human resources, one at a group evel and the other at an individual level. Updating and correct data and information in business systems in a timely manner. Assets may only be tagged at the second or lower levels of the scheme. Moments of truth in business process design concerns all the interactions between clients and the company.They are the “moments of truth” because they are interactions between the organization and the customer, who is, perhaps, experiencing your services or products for the first time.And why is this important?This moment must be “magic”! Categories should never be deleted from the scheme. The following six rules pertain to use of the business function scheme in classifying information assets. 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