Hi everyone,
I work for a global org active in about 80 countries. For orgs who work in a lot of countries and want to report at a global, country, regional level, how do you set up your organization fact sheets? Any ideas on the best ways to do this?
Thanks!
Best answer by Thomas Schreiner
Hi
We just discussed this exact topic in last week‘s global LeanIX Customer Community Meeting. If you like, I can give you a recap (I presented that part), show you the model that we used, and invite you to the next presentations.
+3Hi
We just discussed this exact topic in last week‘s global LeanIX Customer Community Meeting. If you like, I can give you a recap (I presented that part), show you the model that we used, and invite you to the next presentations.
Hi
I have similar request, could you please share material with me as well?
Many thanks!
+3Hello
Hello
Many thanks in advance!
I would also be interested in details on your approach. For what it’s worth we had the same challenge and eventually decided to create another Fact Type for Location. Within this I have subtypes of Region, Country and Site with a self referencing one to many relationship between them. I have a few conditional fields on these subtypes, for example Sites have a Site Type (Plant, Warehouse, Office etc) and the Country has a Country Code.
Separating out the geographic structure into a separate dimension (Fact Type) has allowed us to focus the organization type on our company structure with subtypes of Legal Entity, Business Unit and Functional Team (or department).
We have added the new location fact type as relationships to other fact types such as Application and Initiative. So we are now able to identify that an application is enabling Finance / Payables and Receivables Management (Business Capability) for the Legal Entity / Corporate / Finance (Organization) in China (Location). It also allows matrix reports between Organization and Location hierarchies which would not be possible if the geographic structure was simply a subtype of Organization.
Hello,
I would also be interested to learn more about this. We are currently struggeling with modelling our organization, which has a matrix structure, e.g. business units are spread across regions and legal entities.
Cheers!
Hello,
I would also be interested to learn more about this. We are currently trying to model our organization where business units are spread across multiple legal entities across multiple countries. What would be a good approach to model this matrix organizational structure ?
For Organization Fact Sheets, you may want to read this doc and go from there:
https://docs-eam.leanix.net/docs/organization-modeling-guidelines
Hi
We just discussed this exact topic in last week‘s global LeanIX Customer Community Meeting. If you like, I can give you a recap (I presented that part), show you the model that we used, and invite you to the next presentations.
Hi
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