Visual Hierarchy in Platform Design, How to Design and Build Scalable, Modular, and User-Centric Platforms Disaster Recovery Toolkit (Publication Date: 2024/02)


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Discover Insights, Make Informed Decisions, and Stay Ahead of the Curve:

  • Do you maintain party relationships in your Customer Master to visualize the hierarchy of customers and the relationships?
  • Why do computing systems make use of a layered hierarchy when communicating with other systems?
  • When you use a hierarchy in a report visualization, which becomes possible?
  • Key Features:

    • Comprehensive set of 1571 prioritized Visual Hierarchy requirements.
    • Extensive coverage of 93 Visual Hierarchy topic scopes.
    • In-depth analysis of 93 Visual Hierarchy step-by-step solutions, benefits, BHAGs.
    • Detailed examination of 93 Visual Hierarchy case studies and use cases.

    • Digital download upon purchase.
    • Enjoy lifetime document updates included with your purchase.
    • Benefit from a fully editable and customizable Excel format.
    • Trusted and utilized by over 10,000 organizations.

    • Covering: Version Control, Data Privacy, Dependency Management, Efficient Code, Navigation Design, Back End Architecture, Code Paradigms, Cloud Computing, Scalable Database, Continuous Integration, Load Balancing, Continuous Delivery, Exception Handling, Object Oriented Programming, Continuous Improvement, User Onboarding, Customization Features, Functional Programming, Metadata Management, Code Maintenance, Visual Hierarchy, Scalable Architecture, Deployment Strategies, Agile Methodology, Service Oriented Architecture, Cloud Services, API Documentation, Team Communication, Feedback Loops, Error Handling, User Activity Tracking, Cross Platform Compatibility, Human Centered Design, Desktop Application Design, Usability Testing, Infrastructure Automation, Security Measures, Code Refactoring, Code Review, Browser Optimization, Interactive Elements, Content Management, Performance Tuning, Device Compatibility, Code Reusability, Multichannel Design, Testing Strategies, Serverless Computing, Registration Process, Collaboration Tools, Data Backup, Dashboard Design, Software Development Lifecycle, Search Engine Optimization, Content Moderation, Bug Fixing, Rollback Procedures, Configuration Management, Data Input Interface, Responsive Design, Image Optimization, Domain Driven Design, Caching Strategies, Project Management, Customer Needs, User Research, Database Design, Distributed Systems, Server Infrastructure, Front End Design, Development Environments, Disaster Recovery, Debugging Tools, API Integration, Infrastructure As Code, User Centric Interface, Optimization Techniques, Error Prevention, App Design, Loading Speed, Data Protection, System Integration, Information Architecture, Design Thinking, Mobile Application Design, Coding Standards, User Flow, Scalable Code, Platform Design, User Feedback, Color Scheme, Persona Creation, Website Design

    Visual Hierarchy Assessment Disaster Recovery Toolkit – Utilization, Solutions, Advantages, BHAG (Big Hairy Audacious Goal):

    Visual Hierarchy

    Visual Hierarchy is a visual representation of the relationships between customers in the Customer Master to help maintain party relationships.

    1. Solution: Implement a visual hierarchy in the customer master to clearly show the relationships between customers and their parties.
    Benefits: Users can easily navigate and understand the customer ecosystem, enhancing platform usability and reducing confusion.

    2. Solution: Utilize scalable, modular architecture to support efficient growth and adaptability of the platform.
    Benefits: Enables rapid expansion and incorporation of new features or modules as needed, without causing disruptions in operations.

    3. Solution: Incorporate user-centric design principles to ensure intuitive and user-friendly platform experiences.
    Benefits: Increases user satisfaction and adoption, leading to higher engagement and retention rates.

    4. Solution: Implement robust scalability strategies, such as load balancing and capacity planning, to handle increasing platform usage.
    Benefits: Ensures platform performance and availability even under growing user demands, minimizing downtime and potential revenue loss.

    5. Solution: Utilize API-driven integration to allow for seamless connection and data flow between different modules or external systems.
    Benefits: Enables flexibility and customization for users, while also creating a well-connected and cohesive platform ecosystem.

    6. Solution: Implement effective data management strategies, such as data governance and data quality controls, to maintain data integrity and accuracy.
    Benefits: Ensures that the platform has reliable and consistent data, leading to better decision-making and overall platform trustworthiness.

    7. Solution: Utilize microservices to break down complex functionalities into smaller, independent services for easier maintenance and updates.
    Benefits: Increases agility and promotes faster delivery of new features, while also reducing potential system failures or dependencies.

    8. Solution: Utilize cloud-based infrastructure for efficient scaling and resource allocation.
    Benefits: Offers cost-effectiveness and flexibility for handling fluctuations in platform usage, while also providing secure and reliable data storage.

    9. Solution: Incorporate feedback mechanisms, such as user surveys or analytics, to continuously gather insights and improve the platform.
    Benefits: Enables continuous improvements based on user needs and preferences, leading to higher satisfaction and engagement.

    CONTROL QUESTION: Do you maintain party relationships in the Customer Master to visualize the hierarchy of customers and the relationships?

    Big Hairy Audacious Goal (BHAG) for 10 years from now:

    Yes, our goal for Visual Hierarchy in 10 years is to become the leading platform for visualizing and managing complicated party relationships in the Customer Master for businesses of all sizes.

    We envision a future where our technology is widely adopted and utilized by companies across industries to effectively map out and maintain their customer hierarchies. Our goal is to provide an intuitive and user-friendly interface that allows businesses to effortlessly navigate and understand the complex relationships within their customer base.

    Furthermore, our aim is to continuously innovate and improve our platform, incorporating advanced data visualization techniques and artificial intelligence to make the process even more seamless and efficient for our users.

    By achieving this goal, we hope to help businesses streamline their operations, optimize their sales and marketing efforts, and ultimately drive greater profitability and success.

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    Visual Hierarchy Case Study/Use Case example – How to use:

    Case Study: Implementing Visual Hierarchy in Customer Master Data Management

    Client Situation:
    The client is a global technology company that offers a wide range of products and services to different industries. Over the years, the company has acquired several companies, resulting in a complex network of subsidiaries, customers, and partners. As a result, the customer master data has become fragmented and inconsistent, making it difficult to identify and maintain relationships between customers, subsidiaries, and partners. The lack of a clear visual hierarchy has also made it challenging to analyze the overall customer landscape and identify potential cross-selling or upselling opportunities.

    Consulting Methodology:
    The consulting team was approached by the client to improve their customer master data management process and implement a visual hierarchy to represent the relationships between customers, subsidiaries, and partners. The team utilized a three-stage methodology for this project:

    1. Data Assessment and Cleaning: In the first stage, the consulting team conducted a thorough assessment of the client′s existing customer master data. This involved identifying duplicates, incomplete records, and outdated information. The team also implemented data cleaning techniques such as standardization, de-duplication, and data enrichment to ensure the accuracy and consistency of the data.

    2. Hierarchical Data Modelling: In the second stage, the team used a variety of data modelling techniques, including entity-relationship diagrams and data mapping, to map out the relationships between the existing entities in the customer master data. This allowed them to determine the level of hierarchy and the linkages between different entities such as parent companies, subsidiaries, and partners.

    3. Visualization and Dashboarding: In the final stage, the team used visualization tools such as Tableau and PowerBI to create a custom dashboard depicting the hierarchical relationships between customers, subsidiaries, and partners. They also integrated the dashboard with the client′s existing business intelligence systems to provide real-time insights into the customer landscape.

    Based on the consulting methodology, the team delivered the following key deliverables to the client:

    1. Clean and Consistent Customer Master Data: The data cleaning process resulted in a clean and consistent customer master database with accurate and up-to-date information.

    2. Hierarchical Data Model: The hierarchical data model provided a comprehensive view of the relationships between different entities in the customer landscape, allowing the client to understand the hierarchy and linkages within their customer base.

    3. Custom Dashboard: The customized dashboard provided a visual representation of the hierarchical relationships between customers, subsidiaries, and partners, enabling the client to analyze the data and identify potential cross-selling or upselling opportunities.

    Implementation Challenges:
    The implementation of visual hierarchy in customer master data management posed several challenges for the consulting team, some of which included:

    1. Data Quality: One of the main challenges was ensuring the quality and accuracy of the customer master data. The team had to conduct a thorough data cleaning process to address any duplicate, incomplete, or inaccurate records.

    2. Relational Mapping: Another challenge faced by the team was mapping out the complex relationships between different entities in the customer master data. This required the use of advanced data modelling techniques and multiple iterations to ensure the accuracy of the hierarchical data model.

    3. Data Governance: Implementing visual hierarchy also highlighted the lack of proper data governance processes within the client′s organization. The team had to work closely with the client′s data governance team to develop policies and procedures for maintaining the visual hierarchy and ensuring data integrity.

    To evaluate the success of the project, the consulting team defined the following key performance indicators (KPIs):

    1. Data Accuracy: The first KPI was the accuracy of the customer master data. The team set a target of 95% accuracy, which was achieved after the data cleaning process.

    2. Timely Delivery: The team delivered the project within the agreed-upon timeline, meeting the second KPI.

    3. User Adoption: The final KPI was the user adoption of the new visual hierarchy dashboard. The client reported high adoption rates, with users finding the new dashboard to be intuitive and user-friendly.

    Management Considerations:
    The implementation of visual hierarchy in customer master data management had several management considerations, including:

    1. Data Quality Maintenance: The client must regularly maintain the quality and accuracy of their customer master data to ensure the effectiveness of the visual hierarchy dashboard.

    2. Training and User Support: Employees must receive adequate training and support on how to use the new dashboard and interpret the data accurately.

    3. Continuous Improvement: To achieve maximum benefits from the visual hierarchy dashboard, the client should continuously review and improve their data governance processes, ensuring the accuracy and completeness of the data.

    Implementing visual hierarchy in customer master data management has enabled our client to gain a better understanding of the relationships between different entities in their customer landscape. The use of advanced data modelling techniques and visualization tools has improved the accuracy and consistency of the customer master data, leading to increased cross-selling and upselling opportunities. With proper maintenance and continuous improvement, the visual hierarchy dashboard will continue to provide valuable insights for the client in the long run.

    1. Master Data Management Best Practices. Gartner, 25 Jan. 2021,

    2. Pillsbury, Devin. Unlocking the Power of Visual Hierarchy in Data Analysis. Forbes, 8 Mar. 2019,

    3. Kumar, Nitin, and Pratik Shashikant Singh. Data Visualization: Importance, Advantages, and Disadvantages. International Journal of Computer Sciences and Engineering, vol. 8, no. 1, Jan. 2020, pp. 41–44.,

    4. Weber, Rolf H., and Christoph Schonenberg. Ontology-Based Visual Exploration of Large Data Sets in Business Intelligence Environments. ISWC, Springer, Berlin, Heidelberg, 2016,

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