Organizational Structure

In Business Studio, the organization structure of the company is generated on the Org units tab in the Explorer.

You can:

1. Create a hierarchical organizational structure.
2. Develop organizational charts for the whole organization and for individual departments.
3. Define properties of the Org Unit objects.
4. Calculate the required number of employees.

Org units are then used to define Owners, Actors, and Participants of activities.

There are 2 approaches for organizational structure generation:

1. The organizational structure is generated directly on the organizational chart. In this case the hierarchy of departments and positions is generated in the Explorer automatically after the org chart is saved.
2. A hierarchy of departments and positions is added to the Org units tab of the Explorer, and then the org chart is generated automatically.

The four types of org units are available in the "Org units" repository (Table 1).

Name	Shape	Description
Position		A position of an employee.
Department		A structural department of an organization (Department, Division, Bureau, Group).
Role		A role is a group of positions or departments (such as Department Heads or Production Departments) performing the same process steps. There are 2 scenarios of the role use: 1. A role is an org unit that performs activity. In this scenario, the Activity object property should be specified to define uniqueness of the org unit. Object of any repository may be selected as an activity object. 2. A role stands for a group of org units that perform the activity like "Agree Contract" together.
External org unit		An external org unit represents an external organization or its representative (supplier, customer, state). It is used to define an activity participant in case it is an org unit external to the company described. Examples include supplier, customer, country.

Table 1. Org Unit Types

Org units may be grouped, for example to separate org units used in one model from those used in another one. The Folder object is used for it.

Each org unit has relationships with other org units: it is a parent for one unit and a child for another one. Business Studio supports Hierarchical and Functional relationships.

Hierarchical relationship is the direct subordination of one org unit (employee or department) to the nearest other org unit (supervisor). The supervisor requires execution of his/her orders from the subordinate org unit on the functional (performance of duty) and administrative matters. Hierarchical relationships form a hierarchy of positions and units (parent-child relationships) in the "Org units" repository.

Functional relationship is the partial subordination (within fulfillment of certain functions) of one org unit (employee or department) to another one.

Other types of relationships available in Business Studio include a role relationship and an association relationship used to create random organizational charts.

The main reports that are generated for org units are Job Descriptions and Department Descriptions. To get complete documents that are useful for employees you need to create a detailed activity model and define owners, actors, and participants of activities. Usually it takes some time. To get complete documents immediately you can fill out the Tasks and Functions properties of a Department org unit and Duties and Responsibilities properties of a Position org unit (Department properties tab and Position properties tab of an org unit Properties Window). Static information from these properties is displayed in the reports on default. As you develop the activity model and add more details, the reports also get more details. Thus, later you can remove static information from these properties.