Orthogramic User Guide

Introduction

Welcome to Orthogramic—a powerful platform designed to bridge the gap between strategy and execution. Whether you're a business architect, COO, strategic leader, or investment professional, Orthogramic provides the tools you need to transform complex business architectures into actionable insights and institutional-quality deliverables.

This guide covers all aspects of the Orthogramic platform, including:

• Ordering professional deliverables — From CIMs to Due Diligence reports
• Document management and conversion — Upload, process, and manage your business documents
• Insights Digital Twin — Interactive AI-powered document exploration
• Business architecture analysis — Strategic alignment and operational excellence tools
• Workspace management — Track orders, review deliverables, and collaborate

Quick Start

New Users

1. Browse the Deliverable catalog to find your required document type
2. Configure your deliverable options and customizations
3. Upload your source documents
4. Review your order summary
5. Create an account or sign in
6. Complete checkout and payment
7. Receive your order confirmation
8. Access your Workspace to track progress and receive deliverables

Returning Users

Sign in at /login to access your workspace, view existing orders, and start new projects.

Step 1: catalog

The catalog is your entry point for ordering new deliverables. Browse our comprehensive selection of institutional-grade documents organized by solution and use case.

Browsing Deliverables

Access the catalog at /catalog to view all available deliverable types. Use the filtering options to narrow results by:

• Solution type — Business Brokers, Private Equity, Search Funds, Consultants, Pension Funds, Sovereign Wealth, Family Offices
• Use case — CIM Generation, Deal Screening, Due Diligence, Portfolio Monitoring, etc.
• Deliverable type — Reports, Memoranda, Analysis, Assessments

Available Solutions

Selecting a Deliverable

Click on any deliverable card to view detailed information including:

• Full description and scope
• Typical turnaround time
• Pricing tiers and options
• Sample output previews
• Required source documents

Click "Configure" to proceed to customization.

Step 2: Configure

Configure your selected deliverable to match your specific requirements.

Service Tier Selection

Turnaround Timeline

• Standard — 5-7 business days
• Priority — 48-72 hours
• Express — 24-48 hours (additional fee applies)

Add-On Options

• Additional visualizations — Charts, graphs, and diagrams
• Extended analysis sections — Deeper dives into specific areas
• Executive summary enhancement — Board-ready presentation format
• Multiple format delivery — PDF, Word, PowerPoint versions

Step 3: Upload

Upload the source documents that will be transformed into your professional deliverable.

Supported File Formats

How to Upload

1. Drag and drop files directly onto the upload zone, or click "Browse" to select files
2. Assign upload type — Select the category for each file (e.g., Financial Statements, Strategy Documents)
3. Add descriptions (optional) — Provide context about each file

Step 4: Review

Review your complete order before proceeding to account creation and payment.

Order Summary

The review screen displays:

• Deliverable Details — Selected type, configuration, and tier
• Uploaded Files — List of all documents with type assignments
• Pricing Breakdown — Base price, add-ons, discounts, and total

Click "Continue to Account" to proceed.

Step 5: Account

Create an account or sign in to complete your order.

New Users

Create your Orthogramic account with:

1. Email address — Your primary contact email
2. Password — Minimum 12 characters
3. Name and Company — Your details
4. Two-Factor Authentication — Required for all accounts

Step 6: Checkout

Complete your payment to submit the order.

Payment Methods

• Credit/Debit Cards — Visa, Mastercard, American Express
• Bank Transfer — For large orders (Enterprise customers)
• Subscription Credits — If applicable to your plan

Payment is processed securely via Stripe with PCI-DSS compliance.

Step 7: Confirmation

Your order is confirmed and in progress.

What Happens Next

1. Order processing begins — Your source documents are analyzed
2. Production phase — Professional team creates your deliverable
3. Quality review — Internal review for accuracy
4. Delivery — Deliverable uploaded to your workspace
5. Digital Twin activation — Interactive version becomes available

Click "Go to Workspace" to access your order dashboard.

Step 8: Workspace Overview

Access your workspace at /workspace after signing in.

Order Status Tracking

Step 9: Revisions

Request changes or refinements to your delivered documents.

Submitting a Revision Request

1. Open the deliverable preview
2. Review the content thoroughly
3. Click "Request Revisions"
4. Specify the sections requiring changes
5. Provide detailed feedback
6. Submit your revision request

Revision Rounds by Tier

• Essential — 1 revision round included
• Professional — 2 revision rounds included
• Premium — 3 revision rounds included

Step 10: Feedback

Provide feedback after receiving your final deliverable to help us improve.

Rate your experience on overall quality, accuracy, timeliness, and communication.

Step 11: Document Web Display & Digital Twin

Access your completed deliverables and interact with them through the Digital Twin.

Digital Twin Chat

The Digital Twin is an AI assistant trained on your specific deliverable. It provides:

Example Questions

"What are the key risks identified?"
"Summarize the EBITDA trend"
"What is the customer concentration?"
"What are the return assumptions?"

Overview

Orthogramic Insights (insights.orthogramic.com) enables real-time exploration of business architecture data through:

1. Business Architecture Mindmap — Dynamic hierarchical visualization
2. Insight Panel — Detailed business architecture data
3. Contextual Chat — AI-powered insights and recommendations

Business Architecture Mindmap

The mindmap provides a hierarchical and interconnected visualization of business architecture domains.

Domain Coverage

Contextual Chat

The chat panel synchronizes with the mindmap to provide relevant, context-aware responses.

Two-Way Synchronization

• Mindmap → Chat: Selecting a node updates the chat context automatically
• Chat → Mindmap: Mentioning a node in chat focuses the mindmap on that element

Example Questions

"Which capabilities support this value stream?"
"What initiatives align with this strategic objective?"
"How does this policy impact compliance?"
"Are there gaps in governance between these domains?"

Document Upload

Upload Requirements

• Relevance — Clearly relevant to your organization
• Business Architecture Data — Contains structured domain data
• Supported Format — Acceptable file type
• Version Control — New version if filename exists
• File Size — Maximum 20 MB

Document Repository

The central storage location for all business architecture documents.

Navigate to Documents > Repository to browse, search, filter, and manage documents.

Document Types

Orthogramic supports documents across all business architecture domains including Strategy, Capabilities, Value Streams, Policy, Organization, Information, Initiatives, Stakeholders, Performance, and Products.

Edit Mode

Standard editing mode focuses on document scoring against organizational unit goals.

Document Scoring

Advanced Editing

Advanced mode provides detailed analysis and prioritization tools, evaluating each domain on Relevance (1-5), Quality (1-5), and Quantity (1-5).

Manual Node Editing

Edit business architecture nodes directly in the Insights mindmap:

• Copy, Add, Edit, Move — Manage node structure
• Merge — Combine nodes (Additive, Overwrite, or Update)
• Archive/Delete — Remove nodes from view

Profile Settings

Access at Settings > Profile to manage:

• Profile picture, name, email, and contact details
• Timezone, language, and theme preferences
• Notification settings for documents and updates

Subscription Management

Access at Settings > Subscription to:

• View current subscription details
• Upgrade or downgrade plans
• Manage billing and payment methods

Appendix A: Supported File Formats

Appendix B: Business Architecture Domains

The Orthogramic Metamodel covers 10 domains: Strategy, Capabilities, Value Streams, Policy, Organization, Information, Initiatives, Stakeholders, Performance, and Products.

Appendix C: Keyboard Shortcuts

Appendix D: Glossary