Setup & Configuration Overview

Before you start analyzing KPIs and planning strategies in DigitalCore, you’ll need to configure your organization’s structure and define key service elements. This guide walks you through what can be configured, who can configure it, and where to do it in the platform.

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🏢 1. Organization & Tenant Settings

Org Managers can configure the foundational structure of your organization within DigitalCore, including:

• Org Unit Structure – Define your delivery units, business lines, or regional divisions.

• Locations – Tag physical or virtual delivery locations to services and teams.

• Operational Roles – Define common functions like Service Manager, Level 1 Agent, or Engineer.

• Skills – Add capabilities such as language fluency, certifications, or tool expertise for resource planning.

• Users – Invite and manage platform users, assign app roles (Admin, Org Manager, User), and associate users with roles and skills.

• External Partners – Maintain a list of contracting or delivery partners involved in your service landscape.

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👥 2. User & Role Management

Org Managers are responsible for all user management tasks, including:

• Inviting new users and assigning system roles (Admin, Org Manager, User)

• Assigning stakeholders to each Solution, including:

  • Solution Owner

  • Deputy

  • Service Manager

• Deactivating users if needed

Users can be linked to solutions, portfolios, and org units for operational tracking and access control.

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🧱 3. Solution & Portfolio Setup

Every service you want to manage in DigitalCore is set up as a Solution.

Each Solution is linked to:

• One Org Unit (its delivery owner)

• One Strategic Portfolio

During creation, you’ll define:

• Name and description

• Service type

• Optional tags or classifications

📌 Solutions are uniquely mapped. One solution belongs to one org unit and one portfolio.

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🔄 4. Configuring Solution Components

To track KPIs, you’ll need to configure Solution Components. These are reusable templates that define what and how to measure for each solution.

🟠 Performance & Compliance Components

Users can define custom metrics using pre-set logic options:

• Unit of Measure: %, count, hours, etc.

• Measurement Logic: Maintain above/below/between target, increase, decrease

• Thresholds & Labels: Add color-coded ranges for scorecards

⚖️ Performance = internal quality metrics
📜 Compliance = contractually obligated metrics

Both are configured in the same module but categorized separately for reporting purposes.

💰 Commercial Terms (Financial Component)

Used to model recurring revenue and cost structures. For each item:

• Define P&L Category (Revenue, COGS, Operational Expense, Other Income/Expense)

• Optionally assign a Standard Fee

This structure standardizes financial planning and comparison across services.

📊 Capacity (Operational Skills & Roles)

Capacity is planned based on organisations available Roles and Skills.

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📥 5. Data Upload & Integration

To bring in KPI data, navigate to the Operations tab in DigitalCore.

Steps:

1. Select the solutions you want to update.

2. DigitalCore generates a pre-formatted template based on linked components.

3. Fill in the values and upload the file (CSV format only).

4. Each file can include multiple solutions and multiple data lines.

⚠️ Important: File format must match the template exactly. There is no pre-validation at this time—double-check before uploading.

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✅ Recap