Connected case · Northstar v1.2

Can Northstar make a dependable service promise?

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.

One case. Three decisions.

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.

B · Ready to begin?

Test operating readiness.

Examine information, authority, training, support, and recovery before recommending release.

C · What the results justify

Judge realized value.

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.

Related Cookbook methods and reference answers
WorkMethodReference answer
Frame and trace the problemRecipe 01 · Recipe 37Episode A brief
Compare options and bound the releaseRecipe 04 · Recipe 20 · Recipe 25Alternatives, learning cost, and decision conditions
Diagnose and prepare the operationRecipe 41 · Recipe 42 · Recipe 44Episode B brief
Test value and preserve the decisionRecipe 43 · Recipe 39Episode C brief

Download the complete v1.2 instructor guide · Contains all answers.

Earlier workbook examples · v1.1 archive

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 capability hierarchy

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.

Defined parents and children · Original case IDs preserved
ID / parentLevelCapabilityObject and boundary
C-010RootL1Service Request ManagementService Request (BO-01). Establish and maintain a recognized equipment-service need, then govern its disposition against the requested customer outcome.
C-100Parent: C-010L2Service Request QualificationCase alias: Customer Need ManagementService Request (BO-01). Identify, accept, qualify, and maintain a service need; exclude the customer commitment and authorization of work.
C-160Parent: C-010L2Service Request ResolutionCase alias: Service Outcome ManagementService 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-110RootL1Customer Promise ManagementCase alias: Service Promise ManagementCustomer 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-110L2Customer Promise DefinitionCustomer Promise (BO-02). Specify the proposed commitment, its scope, timing, and terms.
C-112Parent: C-110L2Customer Promise ValidationCustomer Promise (BO-02). Assess the proposed commitment against policy and the available feasibility evidence.
C-113Parent: C-110L2Customer Promise CommunicationCustomer Promise (BO-02). Communicate the commitment and its status to the parties who rely on it.
C-114Parent: C-110L2Customer Promise MonitoringCustomer Promise (BO-02). Determine the commitment’s current standing and whether its terms are being met.
C-115Parent: C-110L2Customer Promise ChangeCustomer Promise (BO-02). Revise, cancel, or supersede the commitment while retaining its history and obligations.
C-030RootL1Work Order ManagementWork 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-030L2Work Order PlanningCase alias: Work PlanningWork Order (BO-03). Translate an accepted need into authorized work scope, method, and prerequisites; exclude capacity assignment and execution.
C-150Parent: C-030L2Work Order ExecutionCase alias: Field Service ExecutionWork Order (BO-03). Perform and record the authorized equipment intervention and its exceptions; exclude customer acceptance and promise policy.
C-151Parent: C-030L2Work Order ClosureWork Order (BO-03). Reconcile recorded work, consumption, and exceptions and determine administrative closure or cancellation; closure alone does not prove delivered customer value.
C-040RootL1Human Resource ManagementHuman 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-040L2Human Resource EngagementHuman Resource. Establish and maintain a person’s working relationship with the enterprise, including entry, changes, and exit.
C-132Parent: C-040L2Human Resource QualificationHuman Resource. Establish and maintain the evidence of a person’s skills and qualifications.
C-133Parent: C-040L2Human Resource AvailabilityHuman Resource. Determine the person’s available time, location, and capacity constraints.
C-130Parent: C-040L2Human Resource SchedulingCase alias: Resource SchedulingHuman Resource. Match authorized demand to qualified people, time, geography, and capacity; govern the resulting assignments without owning parts or customer commitments.
C-050RootL1Part ManagementPart. 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-050L2Part DefinitionPart. Establish and maintain the identity, specification, and permitted use of a physical service component.
C-142Parent: C-050L2Part AcquisitionPart. Obtain and accept components that satisfy the defined service need.
C-140Parent: C-050L2Part Availability ManagementCase alias: Parts Availability ManagementPart. Determine, reserve, position, consume, release, and expire availability of service components; exclude technician assignments and customer commitments.
C-143Parent: C-050L2Part RetirementPart. Determine and govern withdrawal or disposal of unusable or obsolete components.
C-170RootL1Performance Measure ManagementCase alias: Service Performance ManagementPerformance 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-170L2Performance Measure DefinitionPerformance Measure (M-* register). Specify a measure’s meaning, calculation, population, period, and guardrail thresholds.
C-172Parent: C-170L2Performance Measure DeterminationPerformance Measure (M-* register). Calculate and substantiate the measure’s value from governed evidence.
C-173Parent: C-170L2Performance Measure ReviewPerformance Measure (M-* register). Interpret, explain, review, and govern use of the measure and any decision implications.
C-180RootL1Information Definition GovernanceCase alias: Business Information GovernanceBusiness 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-180L2Information Definition StructuringBusiness Information Definition. Specify a concept’s meaning, category, types, states, and typed relationships.
C-182Parent: C-180L2Information Definition StewardshipBusiness Information Definition. Assign and maintain accountable owners and stewards for the definition.
C-183Parent: C-180L2Information Quality Rule DefinitionBusiness Information Definition. Specify the quality rules and thresholds associated with the definition.
C-184Parent: C-180L2Information Definition Change ControlBusiness 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.