Concept Map
Audience: End User Page Type: Map Summary: See the core concepts and flow you need to navigate COS.
Core Object Hierarchy
Organization
│
├─ Tenant / Workspace
│ │
│ ├─ Strategic Cycle
│ │ │
│ │ ├─ Mission & Vision
│ │ ├─ Resource (Resource Analysis)
│ │ │ └─ Resource Approval
│ │ ├─ Current State
│ │ ├─ SWOT Analysis
│ │ ├─ Balanced Scorecard
│ │ │ └─ KPI Measurements
│ │ │
│ │ └ ─ Strategic Theme
│ │ └─ OKR (Objective + Key Results)
│ │ ├─ Key Result
│ │ │ └─ Measurement (Periodic Update)
│ │ │
│ │ └─ Initiative
│ │ └─ Status Tracking
│ │
│ └─ Organization Unit (Division)
│ ├─ Team
│ └─ Member
│
├─ User
│ ├─ Global Role (platform-level: SUPER_ADMIN or USER)
│ ├─ Group Role (holding-level: GROUP_ADMIN, optional)
│ └─ Membership Role (tenant-level: ADMIN, STRATEGY_MANAGER, TEAM_LEAD, MEMBER)
│
└─ Dashboard / Report
├─ Dashboard (role-based)
├─ OKR Control Center
└─ Reports
Strategy Journey Flow (Phase Flow)
┌──────────────────────────────────────────────────┐
│ TENANT SETUP (Workspace Creation) │
│ └─ Organization Tree (Setup Org Structure) │
└──────────────────────────────────────────────────┘
↓
┌──────────────────────────────────────────────────┐
│ PHASE 1: SETUP │
│ ├─ Create Strategic Cycle ("2025 Strategy") │
│ ├─ Define Mission & Vision │
│ └─ Assign to Org scope │
└──────────────────────────────────────────────────┘
↓
┌──────────────────────────────────────────────────┐
│ PHASE 2: REALITY FILTER (Reality Check) │
│ ├─ Resource (Budget, FTE) inventory │
│ ├─ Resource Approval (approver role) │
│ └─ Condition: If approved PHASE 3, else return to PHASE 1
└──────────────────────────────────────────────────┘
↓
┌──────────────────────────────────────────────────┐
│ PHASE 3: ASSESSMENT │
│ ├─ Current State (Baseline Metrics) │
│ ├─ SWOT Analysis (S/W/O/T) │
│ ├─ Balanced Scorecard (4 Perspectives) │
│ └─ Condition: If positive PHASE 4, else return to PHASE 1
└──────────────────────────────────────────────────┘
↓
┌──────────────────────────────────────────────────┐
│ PHASE 4: EXECUTION PLAN │
│ ├─ Strategic Themes (3-5 focus areas) │
│ ├─ Create OKRs (Objectives + Key Results) │
│ │ └─ (Theme mandatory) │
│ ├─ Initiative Linking (Operational Projects) │
│ └─ Periodic Reviews (WBR, MBR, QBR) │
└──────────────────────────────────────────────────┘
↓
┌─────────────────────────────────────────────── ───┐
│ CONTINUOUS: Measurement & Cadence │
│ ├─ Weekly: WBR (weekly updates) │
│ ├─ Monthly: MBR (monthly reviews) │
│ └─ Quarterly: QBR (quarterly closing) │
└──────────────────────────────────────────────────┘
If You Want More Detail
- For definitions and “what does this mean?”: Concepts Guide (Object Model)
- For roles, visibility, and approvals: Roles & Permissions
- For an ERD-like reference view: Domain Model Reference (Advanced)
tip
Tip: Keep this map in mind when navigating the app. Almost everything you see belongs to one of these boxes.