Detailed Business Capability Map
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Detailed Business Capability Map

Level 1

Capabilities

Level 2

Capabilities

Level 3

Capabilities

Level 4

Capabilities

Business

Requirements

Adreser

Support

Customer

Enfagement

Planning

Investrrent

Management

Channets

Management

Platform

Business

Support

Third Party

Servicess

Shared

Services

Wealth

View

Strategic

Goals

investment

Planning

Estate

Planning

insurance

Plannning

Reterement

Planning

Tax

Planning

Small Business

Planninng

Assomptions

Tax

Strateges

Tax

Analysis

Reporting and

Communication

Tax

Estmation

Scenario

Modeling

Capability Hierarchy

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Business

Requirements

Level 4

Capabilities

Level 3

Capabilities

Level 2

Capabilities

Level 1

Capabilities

  • Abtity to model a withdrawat hieratchy during
  • retirment
  • Abitiy to model a savings hierachy for retirment
  • Abtity to model deduction that can be delerred to
  • avoid Alternative Minimum Tax

1.1.9.42. Scenanrio Modeting

1.19.4.1 Tax Es

1.1.9.4.1 Tax Strategies

1.1.9.1

Assurngons

1.1.9.2

Tax Analysis

1.1.9.3

Reperting and

Communtcation

1.1.9 Tax Planning

1.1.8. Product Selection

and implecation

1.1.7. Small Business

Planning

1.1.4 Retrement

Planning

1.1.5 insurance

Planning

1.1.6 Estate

Planning

1.1.1 wealth

view

1.1.2 Strategic

Goals

1.1.3 investment

planning

1.1 Planning

1.2. Advisor Support

1.3. Customer Enggement

1.4. Channel Management

1.5. Methodlogy

1.6 Platform

1.7. Business Support

1.8. Third parth Services

1.9. Shared Services

1.1 Planning

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publish time: 2021-09-18
Lisa Anderson

The below business capability map example shows how the business product manager and corporate strategy team members collaborate to take the strategy to the next level. At this stage, the business product manager makes sure the service that needs to be defined and built aligns with the overall program vision. The next step is creating Level 1 (Planning, Advisor Support, and Customer Engagement) and Level 2 (Advisor Support broken down into Lead Management, Book Management, and Alerts) business capabilities. Following defining all the business capabilities, the business product manager can use this capability map to communicate status to business stakeholders and senior executives during quarterly or semi-annual executive updates.

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