A · What to fund
Choose the next commitment.
Compare a proposed platform, a bounded operating experiment, and a narrower alternative using inconsistent source records and capacity assumptions.
Connected case · Northstar v1.2
A fictional equipment-services company wants a verdict on scheduling software. Its evidence raises a larger question: what needs to change for customers to get dependable service?
Follow that question through three business decisions. Use the evidence with your own AI, then compare your recommendation with the authored reference.
The worked example contains all three answers. Try the exercise first if you want to form an independent judgment.
A · What to fund
Compare a proposed platform, a bounded operating experiment, and a narrower alternative using inconsistent source records and capacity assumptions.
B · Ready to begin?
Examine information, authority, training, support, and recovery before recommending release.
C · What the results justify
Reconcile reporting periods, excluded work, customer outcomes, cost, and branch variation before deciding what comes next.
The case carries its question, architecture relationships, evidence, and corrections from one decision to the next. Each episode supplies only the information available at that stage.
| Work | Method | Reference answer |
|---|---|---|
| Frame and trace the problem | Recipe 01 · Recipe 37 | Episode A brief |
| Compare options and bound the release | Recipe 04 · Recipe 20 · Recipe 25 | Alternatives, learning cost, and decision conditions |
| Diagnose and prepare the operation | Recipe 41 · Recipe 42 · Recipe 44 | Episode B brief |
| Test value and preserve the decision | Recipe 43 · Recipe 39 | Episode C brief |
Download the complete v1.2 instructor guide · Contains all answers.
The nine Excel workbooks demonstrate the original v1.1 case. The current v1.2 learning edition adds source records, stronger alternatives, cohort reconciliation, and customer-value observations. Use the current episode packets for the exercise; the older workbook results use earlier definitions and periods.
Download the v1.1 workbook bundle · Read the original v1.1 guide
Northstar v1.1 workbook example · Corrected October 6, 2026. Seven selected enterprise branches with explicit object boundaries. This is an authored hierarchy for the fictional case, not a complete enterprise map or a BIZBOK reference model. Original C-100–C-180 IDs remain stable; original decision labels are retained as aliases. The added parents, siblings, names, and levels are modeling additions, not evidence of approval in Episodes A–C.
L1 identifies an object-centered business ability. L2 identifies a finer ability within that same object boundary; the shown children collectively cover the stated parent definition. Every child has one parent and every decomposed parent has multiple distinct children. Object types, organizations, processes, applications, and dependencies are cross-mapped separately.
| ID / parent | Level | Capability | Object and boundary |
|---|---|---|---|
| C-010Root | L1 | Service Request Management | Service Request (BO-01). Establish and maintain a recognized equipment-service need, then govern its disposition against the requested customer outcome. |
| C-100Parent: C-010 | L2 | Service Request QualificationCase alias: Customer Need Management | Service Request (BO-01). Identify, accept, qualify, and maintain a service need; exclude the customer commitment and authorization of work. |
| C-160Parent: C-010 | L2 | Service Request ResolutionCase alias: Service Outcome Management | Service Request (BO-01). Reconcile the request, promise, and work result; confirm restored availability and customer acceptance, retain open recovery obligations, or record termination without fulfillment. |
| C-110Root | L1 | Customer Promise ManagementCase alias: Service Promise Management | Customer Promise (BO-02). Establish, validate, communicate, monitor, and revise a governed customer commitment; use resource evidence without planning work or owning resource allocations or final customer-value acceptance. |
| C-111Parent: C-110 | L2 | Customer Promise Definition | Customer Promise (BO-02). Specify the proposed commitment, its scope, timing, and terms. |
| C-112Parent: C-110 | L2 | Customer Promise Validation | Customer Promise (BO-02). Assess the proposed commitment against policy and the available feasibility evidence. |
| C-113Parent: C-110 | L2 | Customer Promise Communication | Customer Promise (BO-02). Communicate the commitment and its status to the parties who rely on it. |
| C-114Parent: C-110 | L2 | Customer Promise Monitoring | Customer Promise (BO-02). Determine the commitment’s current standing and whether its terms are being met. |
| C-115Parent: C-110 | L2 | Customer Promise Change | Customer Promise (BO-02). Revise, cancel, or supersede the commitment while retaining its history and obligations. |
| C-030Root | L1 | Work Order Management | Work Order (BO-03). Specify and authorize a unit of service work, perform and record it, then reconcile and close its work record; exclude customer-value acceptance and resource ownership. |
| C-120Parent: C-030 | L2 | Work Order PlanningCase alias: Work Planning | Work Order (BO-03). Translate an accepted need into authorized work scope, method, and prerequisites; exclude capacity assignment and execution. |
| C-150Parent: C-030 | L2 | Work Order ExecutionCase alias: Field Service Execution | Work Order (BO-03). Perform and record the authorized equipment intervention and its exceptions; exclude customer acceptance and promise policy. |
| C-151Parent: C-030 | L2 | Work Order Closure | Work Order (BO-03). Reconcile recorded work, consumption, and exceptions and determine administrative closure or cancellation; closure alone does not prove delivered customer value. |
| C-040Root | L1 | Human Resource Management | Human Resource. Govern the identity and engagement of people whose work the enterprise uses, their qualifications and availability, and their assignment to demand; cross-map agreements, payments, and organizational units. |
| C-131Parent: C-040 | L2 | Human Resource Engagement | Human Resource. Establish and maintain a person’s working relationship with the enterprise, including entry, changes, and exit. |
| C-132Parent: C-040 | L2 | Human Resource Qualification | Human Resource. Establish and maintain the evidence of a person’s skills and qualifications. |
| C-133Parent: C-040 | L2 | Human Resource Availability | Human Resource. Determine the person’s available time, location, and capacity constraints. |
| C-130Parent: C-040 | L2 | Human Resource SchedulingCase alias: Resource Scheduling | Human Resource. Match authorized demand to qualified people, time, geography, and capacity; govern the resulting assignments without owning parts or customer commitments. |
| C-050Root | L1 | Part Management | Part. Define and acquire physical components used in equipment service, govern their availability and use, and retire unusable or obsolete components; cross-map suppliers, payments, and equipment assets. |
| C-141Parent: C-050 | L2 | Part Definition | Part. Establish and maintain the identity, specification, and permitted use of a physical service component. |
| C-142Parent: C-050 | L2 | Part Acquisition | Part. Obtain and accept components that satisfy the defined service need. |
| C-140Parent: C-050 | L2 | Part Availability ManagementCase alias: Parts Availability Management | Part. Determine, reserve, position, consume, release, and expire availability of service components; exclude technician assignments and customer commitments. |
| C-143Parent: C-050 | L2 | Part Retirement | Part. Determine and govern withdrawal or disposal of unusable or obsolete components. |
| C-170Root | L1 | Performance Measure ManagementCase alias: Service Performance Management | Performance Measure (M-* register). Define business measures and guardrail thresholds, determine their observed values, and interpret and govern their use; exclude source transactions and operational remediation. |
| C-171Parent: C-170 | L2 | Performance Measure Definition | Performance Measure (M-* register). Specify a measure’s meaning, calculation, population, period, and guardrail thresholds. |
| C-172Parent: C-170 | L2 | Performance Measure Determination | Performance Measure (M-* register). Calculate and substantiate the measure’s value from governed evidence. |
| C-173Parent: C-170 | L2 | Performance Measure Review | Performance Measure (M-* register). Interpret, explain, review, and govern use of the measure and any decision implications. |
| C-180Root | L1 | Information Definition GovernanceCase alias: Business Information Governance | Business Information Definition. Establish shared business meaning, semantic accountability, quality requirements, and controlled changes to information definitions; exclude the operational decisions represented by that information. |
| C-181Parent: C-180 | L2 | Information Definition Structuring | Business Information Definition. Specify a concept’s meaning, category, types, states, and typed relationships. |
| C-182Parent: C-180 | L2 | Information Definition Stewardship | Business Information Definition. Assign and maintain accountable owners and stewards for the definition. |
| C-183Parent: C-180 | L2 | Information Quality Rule Definition | Business Information Definition. Specify the quality rules and thresholds associated with the definition. |
| C-184Parent: C-180 | L2 | Information Definition Change Control | Business Information Definition. Evaluate, authorize, version, and communicate changes in shared business meaning. |
Authored Northstar v1.1 teaching model; BIZBOK Guide v11.0, section 2.2, pages 64–67, 79, 86–87. The current v1.2 learning exercise remains a separate evidence set.
Download the hierarchy and validation workbook · Read the corrected v1.1 case
Northstar is an entirely fictional $780 million company with 48 branches. Every organization, document, number, and decision is authored for teaching. Reference answers illustrate judgment; they are not reports of a real engagement or proof of AI performance.