Enterprise Value Stream Catalog: AI-Ready Edition

Enterprise Value Stream Catalog: AI-Ready Edition catalogs the end-to-end work of the enterprise for architects and transformation leads in financial services firms: 20 value streams in 144 stages, each running across functions from a trigger to a result. Every stage is set out twice, as it runs today and as it could run AI-native, with the target AI mode, the agents involved and the checkpoint where a person decides. The catalog is taken from Enterprise Business Architecture Package: AI Transformation Blueprint and sold on its own.

The Catalog

Each entry names the stream, its number of stages and the outcome it delivers.

• Strategy to Execution (7 stages). Outcome: The board, the executives and every business area work from one agreed strategy, funded plan and set of targets, and see early whether the enterprise is delivering them.
• Idea to Market (8 stages). Outcome: Customers get new and changed offerings that meet a tested need, and the enterprise launches only offerings it can sell, deliver and support at a set price and on set terms.
• Market to Customer (7 stages). Outcome: Sales teams receive qualified, consented leads with their context and self-service buyers reach a first purchase, while marketing spend goes to the campaigns and channels that produce results.
• Opportunity to Order (6 stages). Outcome: Buyers receive a solution, price and contract that fit their needs, and the enterprise books complete orders, within approved pricing and authority, that delivery and billing can act on without rework.
• Order to Cash (6 stages). Outcome: Customers receive what they ordered and accurate bills they can pay easily, and the enterprise collects its cash sooner and records revenue and receivables correctly.
• Onboard to Renew (6 stages). Outcome: Customers reach the outcome they bought and keep getting value from it, and the enterprise keeps and grows the revenue from each relationship.
• Issue to Resolution (7 stages). Outcome: Customers get their question answered, their problem fixed or their complaint decided fairly in the channel they chose, and the enterprise removes the causes so fewer customers need to contact it.
• Forecast to Produce (7 stages). Outcome: Sales, operations and finance work to one agreed plan, and customers can be promised orders against goods that have been produced, inspected and released to stock at a known cost.
• Order to Deliver (7 stages). Outcome: Customers receive the goods they ordered complete, on the promised date, with the documents they need and installed where agreed, and the enterprise bills on proof of delivery and recovers value from returns.
• Procure to Pay (8 stages). Outcome: Budget holders get the goods and services they need from qualified, contracted suppliers on terms within authority, and suppliers are paid correctly and on time with every payment checked before it leaves.
• Hire to Retire (7 stages). Outcome: Business units get the people their plans need, and each employee gets a correct, fair and supported working life from offer to exit, with pay right and access matching the role at every point.
• Record to Report (8 stages). Outcome: Management, the board, investors and lenders receive accurate, assured financial results and tax filings on schedule, with every figure traceable to the ledger.
• Acquire to Retire (7 stages). Outcome: Operations and employees get the physical, technology and real estate assets they need, kept reliable and accounted for, and finance gets an asset base whose cost and value it can trust from acquisition to disposal.
• Request to Fulfill (5 stages). Outcome: Employees and managers get the internal technology, human resources, workplace and shared services they ask for through one catalog and within agreed service levels, and service owners see what each service costs and how well it performs.
• Risk to Assurance (8 stages). Outcome: The board, executives and outside stakeholders get confidence that the enterprise's risks are known, within appetite and controlled, and that it meets its obligations, on one evidenced picture of risk, control and assurance.
• Disruption to Recovery (8 stages). Outcome: Employees and others on site stay safe and customers stay served through a disruption, critical business services return within the recovery objectives the business set, and losses are recovered.
• Data to Decision (8 stages). Outcome: Decision owners across the enterprise get answers built on governed, quality-checked data and see whether their decisions improved the result, and each question leaves reusable data products and official metrics behind.
• AI Idea to AI in Operation (8 stages). Outcome: Business areas get models and agents that deliver their intended value within an approved risk tier, with people prepared to use and oversee them, and each is retired when it no longer earns its place.
• Deal to Integration (8 stages). Outcome: The enterprise's owners get the value expected from acquisitions, divestitures, joint ventures and alliances, and the businesses and people involved get a planned integration or separation.
• Commitment to Disclosure (8 stages). Outcome: Investors, customers and communities get sustainability disclosures they can rely on, and the enterprise gets targets built into its operations, sourcing and design and measured on checked data.

In the Download

Three files carry the same catalog: a deck for presenting, a workbook for analysis and a guide for reading.

• Stream and stage detail: steps, stakeholders, entry and exit criteria, and the capabilities that enable each stage
• At each stage: current pain points, the AI-native design, agents, target AI mode, human checkpoint and KPIs
• Value Streams deck (PowerPoint), with each stream as a flow and then one stage at a time
• Workbook (Excel), with the streams and stages in sheets to filter and extend
• Guide (Word), covering the AI mode, human oversight, risk tier and work pattern scales, each stream in prose, and the license
• Corrections free of charge, and new versions free for 180 days after purchase

Your organization's name and license ID are printed in every file.

Who It Is For

Process owners redesigning work that crosses functions, transformation leads planning from a future-state view, and architects linking value streams to capabilities.

With the Other Editions

The Enterprise Capability Matrix: AI-Ready Edition defines the capabilities each stage names, and Enterprise Business Architecture Package: AI Transformation Blueprint specifies the agents and adds the data model, use cases, controls, operating model and roadmap. The Enterprise Business Information Model is sold on its own as well.

Target AI modes reflect a typical large enterprise; treat them as a first draft of your own.