How it works

Start with a problem.
Build a clearer picture.

Turn what you know into a connected model. Shape it around your world, develop it with people and AI, and use it to work out what to do next.

01 / Start with a problem

What needs to change?

Start with a decision, a challenge, or something you need to understand. That gives your model a purpose and helps you choose what to include.

You don’t need to map the whole organisation. Start with a useful scope, then add detail as the work develops.

02 / Define your language

Agree what things mean.

Choose the concepts, details, and connections that matter to the problem. Together, these form your metamodel — the shared language people and AI use to build the model.

  • Types

    The kinds of things in your world.

    Initiative · Capability · System

  • Attributes

    The details you need to understand them.

    Owner · Maturity · Investment

  • Relationships

    The connections that give them context.

    An initiative improves a capability.

Start with a template, adapt an established approach, or define your own. See the example metamodel

03 / Build the model

Bring the real information together.

Add the actual things you want to understand, record their details, and connect them using your modelling language.

In our simple example, Simplify onboarding is an initiative that improves the Customer onboarding capability. The Customer portal is a system that supports it.

Built in PlanalyzeA simple example
Customer onboarding model exported from Planalyze: the Simplify onboarding initiative improves the Customer onboarding capability; the Customer portal system supports that capability.

The concepts become real things in a connected model. View full-size example (opens a new tab)

04 / Explore and act

Find the view that helps you decide.

Use diagrams to follow relationships, catalogues to examine details, and charts to compare attributes. Here, the same onboarding model becomes a view for discussing which improvements deserve a closer look.

Planalyze bubble chart comparing six fictional customer-onboarding initiatives by delivery effort and expected customer benefit, with bubble size showing illustrative investment.
Fictional Planalyze example: every bubble is an initiative connected to the Customer onboarding capability. Effort and benefit are illustrative 1–5 assessments; bubble size shows illustrative investment. View full-size chart (opens a new tab)
Understand the connections

Which initiatives improve this capability?

The chart draws on the same initiatives connected to Customer onboarding in the model.

Compare what matters

Which options deserve a closer look?

Compare expected benefit, delivery effort, and investment without losing the underlying detail.

Discuss the trade-offs

What should we test or fund?

A focused view helps people question the assumptions and decide what to explore next.

Keep building on it

The next problem doesn’t need a blank page.

Bring in another report, update a relationship, or explore a new scenario. People and AI can return to the same living model and develop it as the world changes.

See how people and AI work together

AI features are in beta. The built-in assistant uses your own provider key; compatible external assistants connect through MCP.

Bring a real-world problem.

Start with what you need to understand. Build a useful model, connect the information, and take the next step with a clearer picture.