Market and positioning market_positioning | Demand: winning customers | Decisions | Who the organization serves and why they pick it. | 0 | — |
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Lead generation lead_generation | Demand: winning customers | Process | How demand finds the organization. | 0 | — |
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Sales sales | Demand: winning customers | People | Who turns interest into agreement. | 0 | — |
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Pricing pricing | Demand: winning customers | Decisions | How prices and discounts are set. | 0 | — |
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Proposals and quoting quoting | Demand: winning customers | Process | How an offer is produced. | 0 | — |
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Contracts contracts | Demand: winning customers | Decisions | Terms, signatures and changes. | 0 | — |
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Product or service design offer_design | Supply: making or delivering the offer | Process | What is offered and how it evolves. | 0 | — |
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Planning and scheduling planning | Supply: making or delivering the offer | Process | When work happens and who does it. | 0 | — |
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Procurement procurement | Supply: making or delivering the offer | Process | Buying what delivery needs. | 0 | — |
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Suppliers and partners suppliers | Supply: making or delivering the offer | People | Who the organization depends on. | 0 | — |
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Production or delivery delivery | Supply: making or delivering the offer | Process | The work itself. | 0 | — |
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Quality control quality | Supply: making or delivering the offer | Process | How work is checked. | 0 | — |
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Inventory and assets inventory | Supply: making or delivering the offer | Data | What the organization holds and where. | 0 | — |
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Logistics and fulfilment logistics | Supply: making or delivering the offer | Process | How the offer reaches the customer. | 0 | — |
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Customer onboarding customer_onboarding | Customers: keeping them | Process | From signed to served. | 0 | — |
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Customer service and support support | Customers: keeping them | People | Who answers when something is wrong. | 0 | — |
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Account management account_management | Customers: keeping them | People | Who owns the relationship after the sale. | 0 | — |
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Customer data customer_data | Customers: keeping them | Data | What is known about each customer. | 0 | — |
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Retention and renewal retention | Customers: keeping them | Process | How customers come back. | 0 | — |
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Billing and invoicing billing | Money: getting paid and paying | Process | Turning delivered work into claims. | 0 | — |
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Collections and receivables collections | Money: getting paid and paying | Process | Turning claims into cash. | 0 | — |
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Payments and payables payables | Money: getting paid and paying | Process | Paying suppliers and partners. | 0 | — |
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Payroll payroll | Money: getting paid and paying | Process | Paying people. | 0 | — |
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Accounting and close accounting | Money: getting paid and paying | Software | The ledger and the month-end. | 0 | — |
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Budgeting and forecasting budgeting | Money: getting paid and paying | Decisions | What the organization expects. | 0 | — |
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Cash and treasury treasury | Money: getting paid and paying | Data | What the organization has and owes. | 0 | — |
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Org structure org_structure | People: who does the work | People | Teams, roles and reporting lines. | 0 | — |
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Hiring hiring | People: who does the work | Process | How people join. | 0 | — |
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Onboarding and training training | People: who does the work | Process | How people become productive. | 0 | — |
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Performance and pay performance_pay | People: who does the work | Decisions | How people are reviewed and rewarded. | 0 | — |
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Scheduling and capacity capacity | People: who does the work | Process | Who is available when. | 0 | — |
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Policies and culture people_policies | People: who does the work | Decisions | The rules people work under. | 0 | — |
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Core system of record system_of_record | Systems: tools and data | Software | The main tool the business runs on. | 0 | — |
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Communication tools communication | Systems: tools and data | Software | How people talk. | 0 | — |
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Integrations integrations | Systems: tools and data | Software | Which tools exchange data without re-keying. | 0 | — |
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Reporting and dashboards reporting | Systems: tools and data | Data | What leaders see, how often. | 0 | — |
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Data management data_management | Systems: tools and data | Data | Where records live and who owns them. | 0 | — |
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Security and access security | Systems: tools and data | Decisions | Who may see and change what. | 0 | — |
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Licences and registrations licensing | Control: rules the organization runs under | Decisions | What the organization must hold to operate. | 0 | — |
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Regulatory compliance compliance | Control: rules the organization runs under | Decisions | The rules it must follow and how it proves it. | 0 | — |
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Insurance and risk insurance | Control: rules the organization runs under | Decisions | What is covered and what is not. | 0 | — |
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Legal and contracts administration legal_admin | Control: rules the organization runs under | Data | Where agreements and obligations live. | 0 | — |
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Health, safety and environment hse | Control: rules the organization runs under | Decisions | How harm is prevented. | 0 | — |
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Strategy and goals strategy | Direction: deciding where it goes | Decisions | What the organization is trying to become. | 0 | — |
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Governance and decision rights governance | Direction: deciding where it goes | Decisions | Who decides what, up to which limit. | 0 | — |
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Management cadence cadence | Direction: deciding where it goes | Process | The meetings and reviews that run the organization. | 0 | — |
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Learning and improvement improvement | Direction: deciding where it goes | Process | How feedback changes the way work is done. | 0 | — |
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