Overview: Getting the Most Out of DigitalCore
DigitalCore is designed to accelerate time to value—but your experience will vary depending on your role. This section includes step-by-step guides for both initial setup and ongoing tactical usage, based on the service maturity stage your organization is in.
👤 For Org Managers (Admins)
These guides help Org Managers configure the system so service managers can start working immediately.
🔹 Setup Essentials
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How to Structure Org Units and Locations
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How to Invite Users and Assign Roles
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How to Create and Assign Skills and Operational Roles
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How to Define Portfolios and Solutions
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How to Configure Solution Components (Performance, Compliance, Financial)
👥 For Service Managers / Analysts
Once Solutions and Components are in place, Service Managers drive the value by feeding operational data and analyzing outcomes.
🔹 Time-to-Value Accelerators
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How to Perform Your First Monthly Check-In (Manual Data Entry)
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How to Use the Portfolio Cockpit to View KPI Performance
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How to Upload KPI Data via Bulk Template (CSV Method)
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How to Review Balanced Scorecards and Interpret Service Health
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How to Use AI-Generated Monthly Summaries and Insights
🧠 Strategic Governance & Planning
These guides help teams align their service strategy and governance processes.
🔹 Governance & OKRs
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How to Create and Manage a Governance Case
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How to Link Roadmap Items to Key Results and Projects
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How to Build Strategic Alignment Across Solutions Using OKRs
📐 Format Guidelines
Each guide will:
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Be task-oriented and role-specific
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Include clear context and purpose (why you’re doing this)
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Contain step-by-step instructions (checklists and bullets)
🧭 Need a fast start? Begin with your first Monthly Check-In—it’s where your dashboard insights and AI summaries come alive.