Business

Documentation of business-related information, services, applications, and processes to represent the business perspective within the IT landscape.

Introduction to the “Business” Area in Docusnap365

The Business area complements technical inventory with a professional-organizational perspective. The focus is on information, business services, applications, processes, people, and departments. The goal is to make the business value of IT structures transparent and to clearly represent responsibilities.

Overview of Segments

  • Information
    Documentation of professional data content such as customer data, contracts, or reports — independent of the storage system.

  • People
    Representation of real individuals such as employees, service providers, or responsible parties.

  • Business Services
    Professional services like CRM, ERP, or time tracking — independent of specific software.

  • Applications
    Specific software solutions like Salesforce, SAP, or Business Central that implement business services.

  • Processes
    Business operations like contract conclusion, incident handling, or invoice verification.

  • Departments
    Organizational structure with assignment of people, services, information, and responsibilities.

Objectives of Business Documentation

  1. Transparency of Business-IT Dependencies
    Clear linkage of services, processes, information, and applications.

  2. Make Responsibilities Understandable
    People, roles, and departments are documented in a structured way.

  3. Ensure Information Security and Data Protection
    Protection needs, classification, and backup requirements are clearly documented.

  4. Ensure Compliance & Audit Readiness
    Structured basis for audits, evidence, and regulatory requirements.

  5. Enable Efficient Collaboration
    Shared view of business-critical systems for IT and business departments.


Information

Documentation of information objects within business processes – focusing on classification, data protection, and responsibilities.

People

Representation of real individuals such as employees or service providers in Docusnap365 – with links to other objects such as accounts, applications, or departments. Without role models or explicit responsibilities.

Business Services

Modeling business capabilities in Docusnap365 – e.g., CRM, ERP, or time tracking – independent of specific applications. Includes relationships to supporting applications, processes, or organizational units.

Applications

Modeling applications in Docusnap365 on an abstract level – independent of specific installations or technical components. The focus is on structured capture and linkage within the business architecture.

Processes

Representation of processes in Docusnap365 – such as contract handling or invoice verification – with links to applications, business services, departments, and people. Without role models or explicit responsibilities.

Departments

Modeling organizational units in Docusnap365 – to structure the relationships between people, applications, business services, and processes. Without hierarchies, role models, or responsibility definitions.