What is Team Directory?
Refer to this document to understand what Team Directory is and what challenges it is designed to help solve for: Team Directory
Team Directory roll out approach
The image below is our recommended approach to how TeamForm should be rolled out. It has been deliberately designed to be a repeatable process that you can leverage whenever there is a change to your TeamForm environment, whether that be new datasets being brought in or new features being released.
Unlocking first value with TeamForm
You can realise initial value from TeamForm in day or weeks, by bringing in your people data and overlaying how your teams work.
Value when complete
Customised tenant established with SSO sign in
People and demand teams exist in TeamForm
TeamForm is the source of truth for delivery structures
Gain insights on team composition and capacity availability
Data enrichment for more up to date team composition, capacity availability insights and employee engagement surveys
Area | Activity |
SSO configured as per your organisation’s preference Standard SSO role based assess defined and implemented | |
People Import | Manual CSV import of people (HRIS) data brought into TeamForm
|
First iteration of delivery team structures represented in TeamForm(often making something visible, prompts clarifications and changes). | |
People assignment to delivery teams | People are in delivery team structures People memberships have been validated by key stakeholders Process to membership updates have been designed, signed off and embedded with the objective that TeamForm is the source of truth for delivery structures. |
Data Availability | Real-time team & people data CSV extract |
Next steps to iteratively realise further value with TeamForm
With the basics set up properly, it is easy to add additional, readily available data to realise further value in having a visible, current team directory directory.
Value when complete
TeamForm is the source of truth for delivery structures and any additional data that the organisation sees fit
Gain insights on team composition & skills alongside with the work they do and the OKRs they contribute to which ultimately enrich existing workforce planning processes
TeamForm data connected into your data lake via API to allow for enhanced reporting in your choice of BI tool
Customised and role based distribution lists made available
Improved data accuracy and removal of manual data handling to cost cross-functional teams
Gain real-time visibility on changes to team structures and people movements for better informed org design decisions
Area | Activity |
|---|---|
Delivery Team Structures | All delivery team structures and types are validated, improved where necessary and are continuously maintained in TeamForm Optional: Delivery teams have team description and linkages to their work tracking board (where possible) such as Jira boards and company strategy/objectives |
People Import (i.e supply structure) | Automated file transfer of people (HRIS) data brought into TeamForm, with additional data fields such as:
|
Other data integration | Additional data sets brought into TeamForm from external systems via data integrations:
|
Visualisation and linkage of other data set | Where available if there are job titles that are not equivalent to someone’s role titles, the roles are reflected using tags Another typical example is funding source from your finance system. |
Additional data source of truth in TeamForm | All additional data sources where TeamForm is the source of truth for have been brought into the platform. Examples include platform ownership, assets, funding sources, etc |
Reporting | TeamForm data is connected into the organisation’s data lake or reporting BI tool |
Secondary supply structure (by exception when needed) | Secondary supply structures brought into TeamForm |
Optional: Additional Directory set up for better user experience
Use the table below to help you understand what other features can be done with your Team Directory! Remember they are optional and should only be brought into the platform when your organisation is ready for it and sees value in it.
Benefit(s) of bringing the data into TeamForm | |
Associations | Users can see the interdependencies between teams, codify interaction patterns such as Team Topologies, and show where teams share the same leader |
Employee images | Enhanced user experience especially if your organisation has a virtual working environment as it allows users to know who they are speaking with |
Ways of working principles | Giving TeamForm all your team archetypes from the start will allow you to:
|
Optional additional foundational set up for further TeamForm use case
There are additional data elements that need to be set up in Directory if you would like to use TeamForm’s advance use cases. Read here for more details.
See Also: