GXD Guardian.
DELIVERY CREATES VALUE.
GOVERNANCE PROTECTS IT.
DELIVERY CREATES VALUE.
GOVERNANCE PROTECTS IT.
DELIVERY CREATES VALUE.
GOVERNANCE PROTECTS IT.
GOVERNANCE & CENTRE OF EXCELLENCE
GOVERNANCE & CENTRE OF EXCELLENCE
GXD Guardian is designed to bring platform knowledge, organisational context and agreed standards into a consistent approach to governing change.
GXD Guardian is designed to bring platform knowledge, organisational context and agreed standards into a consistent approach to governing change.
Librarian is its knowledge core: the sources, decisions and context behind the review.
Librarian is its knowledge core: the sources, decisions and context behind the review.
01 / LIBRARIAN
01 / LIBRARIAN
THE KNOWLEDGE
BEHIND THE DECISION.
THE KNOWLEDGE
BEHIND THE DECISION.
THE KNOWLEDGE
BEHIND THE DECISION.
A useful review needs both platform knowledge and organisational context. Librarian is designed to bring those sources together without losing where the information came from.
A useful review needs both platform knowledge and organisational context. Librarian is designed to bring those sources together without losing where the information came from.
PLATFORM KNOWLEDGE
PLATFORM KNOWLEDGE
Salesforce capabilities, documentation and release information provide the platform context.
Salesforce capabilities, documentation and release information provide the platform context.
Authoritative documentation.
Relevant release information.
Platform constraints.
Supported capabilities and design guidance.
Authoritative documentation.
Relevant release information.
Platform constraints.
Supported capabilities and design guidance.
Where freshness matters, identify the source and its relevant version or date.
Where freshness matters, identify the source and its relevant version or date.
ORGANISATIONAL CONTEXT
ORGANISATIONAL CONTEXT
Client standards and recorded decisions establish how that knowledge applies to this estate.
Client standards and recorded decisions establish how that knowledge applies to this estate.
Architecture principles.
System and data ownership.
Approved patterns.
Requirements and design decisions.
Exceptions.
Delivery and validation records.
Architecture principles.
System and data ownership.
Approved patterns.
Requirements and design decisions.
Exceptions.
Delivery and validation records.
Official Salesforce guidance explains the platform. Approved client material establishes the client’s decisions and standards. Neither silently replaces the other.
Official Salesforce guidance explains the platform. Approved client material establishes the client’s decisions and standards. Neither silently replaces the other.
The answer needs a source. The recommendation needs context. Missing information must remain visible.
The answer needs a source. The recommendation needs context. Missing information must remain visible.
02 / WHAT GXD GUARDIAN BRINGS INTO REVIEW
02 / WHAT GXD GUARDIAN BRINGS INTO REVIEW
STANDARDS THAT
INFORM THE WORK.
STANDARDS THAT
INFORM THE WORK.
STANDARDS THAT
INFORM THE WORK.
GXD Guardian’s intended scope is governance of the technology estate and the decisions shaping its evolution. Salesforce is the initial deep technology specialism.
GXD Guardian’s intended scope is governance of the technology estate and the decisions shaping its evolution. Salesforce is the initial deep technology specialism.
ARCHITECTURE AND STANDARDS
ARCHITECTURE AND STANDARDS
Assess proposed designs against agreed principles, established patterns and the decisions already made.
Assess proposed designs against agreed principles, established patterns and the decisions already made.
Does an approved pattern already exist?
Does the proposal duplicate a capability?
Is the system of record clear?
Does an approved pattern already exist?
Does the proposal duplicate a capability?
Is the system of record clear?
CHANGE AND DEPENDENCIES
CHANGE AND DEPENDENCIES
Identify the questions a change raises across processes, systems and reporting.
Identify the questions a change raises across processes, systems and reporting.
Which known dependencies are affected?
Is a local change compatible with the shared model?
What needs revalidation?
Which known dependencies are affected?
Is a local change compatible with the shared model?
What needs revalidation?
RISK AND EXCEPTIONS
RISK AND EXCEPTIONS
Keep findings, unresolved questions and approved exceptions attached to the change.
Keep findings, unresolved questions and approved exceptions attached to the change.
Which client controls apply?
What information is missing?
Who owns the decision and any follow-up?
Which client controls apply?
What information is missing?
Who owns the decision and any follow-up?
DECISIONS AND TECHNICAL DEBT
DECISIONS AND TECHNICAL DEBT
Retain the rationale behind decisions so later work does not start from scratch.
Retain the rationale behind decisions so later work does not start from scratch.
Why was this approach chosen?
Was an exception accepted temporarily?
What needs to be revisited?
Why was this approach chosen?
Was an exception accepted temporarily?
What needs to be revisited?
Review depends on the knowledge supplied. Missing estate context and unconfirmed dependencies remain open questions.
Review depends on the knowledge supplied. Missing estate context and unconfirmed dependencies remain open questions.
03 / FOLLOW ONE CHANGE THROUGH REVIEW
03 / FOLLOW ONE CHANGE THROUGH REVIEW
A CHANGE REQUEST.
A REASONED DECISION.
A CHANGE REQUEST.
A REASONED DECISION.
A CHANGE REQUEST.
A REASONED DECISION.
ILLUSTRATIVE GOVERNANCE REVIEW
ILLUSTRATIVE GOVERNANCE REVIEW
Not a live client assessment.
Not a live client assessment.
“Can one region add a new stage to the admissions process?”
“Can one region add a new stage to the admissions process?”
“Can one region add a new stage to the admissions process?”
REQUEST → CONTEXT → REVIEW → DECISION
REQUEST → CONTEXT → REVIEW → DECISION
A / REQUEST
A / REQUEST
Fictional proposed change
Fictional proposed change
PROPOSED CHANGE
PROPOSED CHANGE
Add a regional admissions stage.
Add a regional admissions stage.
REASON
REASON
The regional team needs to distinguish enquiries awaiting additional information.
The regional team needs to distinguish enquiries awaiting additional information.
DECISION REQUESTED
DECISION REQUESTED
Whether a local stage can be added without changing the shared reporting model.
Whether a local stage can be added without changing the shared reporting model.
B / CONTEXT
B / CONTEXT
Supplied and missing inputs
Supplied and missing inputs
SUPPLIED EXAMPLE STANDARD
SUPPLIED EXAMPLE STANDARD
“Regional stages must map to an approved global reporting stage.”
“Regional stages must map to an approved global reporting stage.”
MISSING INFORMATION
MISSING INFORMATION
Whether connected systems or automations depend on the existing stages.
Whether connected systems or automations depend on the existing stages.
C / REVIEW
C / REVIEW
Questions before a decision
Questions before a decision
REVIEW QUESTIONS
REVIEW QUESTIONS
Which global reporting stage would the new regional stage map to?
Which known automations or integrations use the stage value?
Who owns the regional variation?
What acceptance checks would be required?
Which global reporting stage would the new regional stage map to?
Which known automations or integrations use the stage value?
Who owns the regional variation?
What acceptance checks would be required?
FINDING
FINDING
The proposal cannot be assessed fully until the reporting mapping and affected dependencies are confirmed.
The proposal cannot be assessed fully until the reporting mapping and affected dependencies are confirmed.
D / DECISION
D / DECISION
No approval recorded
No approval recorded
EXAMPLE STATUS
EXAMPLE STATUS
NEEDS INFORMATION
NEEDS INFORMATION
REQUIRED NEXT ACTION
REQUIRED NEXT ACTION
Confirm the global mapping and relevant dependencies, then return the proposal for review.
Confirm the global mapping and relevant dependencies, then return the proposal for review.
DECISION RECORD · ILLUSTRATIVE
DECISION RECORD · ILLUSTRATIVE
Request
Request
Add a regional admissions stage.
Add a regional admissions stage.
Sources considered
Sources considered
Supplied example regional-to-global reporting standard. Dependency information not supplied.
Supplied example regional-to-global reporting standard. Dependency information not supplied.
Findings
Findings
Reporting mapping and affected dependencies require confirmation.
Reporting mapping and affected dependencies require confirmation.
Open questions
Open questions
Global mapping, relevant dependencies, variation ownership and acceptance checks.
Global mapping, relevant dependencies, variation ownership and acceptance checks.
Decision owner
Decision owner
Unassigned.
Unassigned.
Decision and rationale
Decision and rationale
Needs information. No approval recorded; the available context is insufficient for a complete assessment.
Needs information. No approval recorded; the available context is insufficient for a complete assessment.
Follow-up
Follow-up
Confirm the mapping and dependencies, then return for review. Owner and date not supplied.
Confirm the mapping and dependencies, then return for review. Owner and date not supplied.
04 / GOVERNANCE AFTER THE DECISION
04 / GOVERNANCE AFTER THE DECISION
KEEP THE DECISION
CONNECTED TO THE CHANGE.
KEEP THE DECISION
CONNECTED TO THE CHANGE.
KEEP THE DECISION
CONNECTED TO THE CHANGE.
An approved design, a temporary exception and an unresolved question are not the same thing. The governance record should retain that distinction as work moves forward.
An approved design, a temporary exception and an unresolved question are not the same thing. The governance record should retain that distinction as work moves forward.
INTENDED RECORD STRUCTURE
INTENDED RECORD STRUCTURE
RECORDED DECISION
RECORDED DECISION
What was decided, why and which evidence informed it.
What was decided, why and which evidence informed it.
APPROVED EXCEPTION
APPROVED EXCEPTION
What differs from the standard, who authorised it and any review condition.
What differs from the standard, who authorised it and any review condition.
OPEN QUESTION
OPEN QUESTION
What is still unknown, who needs to resolve it and what it prevents.
What is still unknown, who needs to resolve it and what it prevents.
The next review should be able to find the decision, not reconstruct it.
The next review should be able to find the decision, not reconstruct it.
05 / THE RELATIONSHIP WITH GXD PROGRESS
05 / THE RELATIONSHIP WITH GXD PROGRESS
DELIVERY KNOWLEDGE.
ONGOING CONTEXT.
DELIVERY KNOWLEDGE.
ONGOING CONTEXT.
DELIVERY KNOWLEDGE.
ONGOING CONTEXT.
GXD Progress creates requirements, designs and validation records through delivery. Those artefacts are intended to become part of the context available to Librarian and GXD Guardian.
GXD Progress creates requirements, designs and validation records through delivery. Those artefacts are intended to become part of the context available to Librarian and GXD Guardian.
INTENDED RELATIONSHIP
INTENDED RELATIONSHIP
GXD Progress.
Delivery artefacts
Delivery artefacts
→
→
→
GXD Guardian.
Review and governance
Review and governance
LIBRARIAN
LIBRARIAN
Knowledge and context
Knowledge and context
The starting point is the estate and the knowledge available. Delivery records, existing documentation and approved standards all contribute to that context.
The starting point is the estate and the knowledge available. Delivery records, existing documentation and approved standards all contribute to that context.
06 / LET’S TALK
06 / LET’S TALK
WHAT OUTCOME ARE YOU TRYING TO ACHIEVE?
WHAT OUTCOME ARE YOU TRYING TO ACHIEVE?
WHAT OUTCOME ARE YOU TRYING TO ACHIEVE?
TECHNOLOGY
CONSULTING.
REBUILT.
TECHNOLOGY
CONSULTING.
REBUILT.