Viz Help Center

Overview

Once provisioning is complete, you are ready to set up your product value streams! Simply log in, and follow our in-application instructions to add your product to Viz or follow the instructions below

The following instructions will guide you through the steps to create your first product value stream and its associated artifact sets and tool connections.

Adding a Product

To create a new product, click the + sign.

Add Product

Type in your product’s name and your product's group(s). If your product doesn't have a group yet, that's ok, you can create a product group later.

Next, fill in some basic data around your product. This data will help people in your organization understand what your product does and how your value stream works. This data may also be used for analytics and insights Viz will prepare for you.

Fill In Details

After you've created your product, it's time to start modeling. The first step is Product Modeling, which is done in the Product Modeling tab.

Product Modeling Tab

In Product Modeling, you’ll point Viz to the relevant tool, and within it — the projects or artifacts that are pertinent to your product.

(lightbulb) Note: Viz should already be connected to your software delivery tools. If you see one missing, please reach out to your Viz admin.

To add your first data set, click Add Artifact Set.

Click 'Add Artifact Set'

Next, select the tool and relevant projects. Consider also including your dependencies in this modeling, because bottlenecks are often found there.

Select Tool and Project(s)

You'll also need to assign your artifact set to a value stream phase so you can measure flow across disciplines. Each value stream phase represents a key stage in the end-to-end software delivery process, from planning to code review to support.

Value Stream PhaseDescriptionExamples

Ideate

Tools used to capture customer requests and new ideas, gather requirements, plan roadmaps, define scope, and design a feature.

  • Jira Align
  • Trello
  • Targetprocess

Create

Tools used to manage the backlog, analyze issues, architect solutions, and write, build, and test code.
  • ALM Octane
  • Jira
  • Azure DevOps

Release

Tools used to manage, orchestrate, and automate the release of code changes to production.
  • GitLab
  • XebiaLabs

Operate

Tools used to operate, support, monitor, govern, and secure solutions running in production.
  • ServiceNow
  • Zendesk
  • Salesforce

Once you’ve added the necessary data to your artifact set, click Add.

Click 'Add'

After you add your first artifact set, you will see it created in the Product Modeling tab. You should add all the relevant artifact sets to cover the remaining phases of software delivery.

Add Additional Artifact Sets

In the below sections, you can learn more about product groups and favoriting. But if you'd like to skip those sections, you can move on to the next step in modeling your value stream — artifact modeling.

Creating a Product Group

After you have added your product value streams, you can create a group to organize your products in one place for easier navigation. You can add a single product to one group or multiple groups.

(lightbulb) Note: You must be an executive user to create or move groups or subgroups, however, all users can add products to existing groups.

Create a Group

Click + Add Product to add products to your group.

(lightbulb) Tip: For clarity and ease, all products can be accessed from the Products list. This allows you to add individual products to multiple groups, or to find any product regardless of which group(s) it belongs to. You can also use the search bar in the left panel to search by product or group name.

Add Products to your Group

Group your products by business division, portfolio, customer experience, or whatever else you'd like.

Group products by division, portfolio, etc

Click + Add Subgroup to break down your product group into subgroups.

Add a Subgroup

Subgroup View

After you've added your products and subgroups, you can click the > next to your group to view the group hierarchy.

View your Group Hierarchy

Group Hierarchy View

Favoriting a Product or Group

You can also favorite a product, group, or subgroup for easier navigation. Favorites are customizable for each user — so your favorites won't impact the favorites view for other users at your organization.

To add a favorite, simply click on the star next to the product or group you'd like to favorite.

Add a Favorite

And that's it! Your favorites will then appear on the left sidebar in Viz.

Favorites View

Tip: To remove a favorite, just deselect the green star next to the favorited product(s) or group(s).

Coaching Tutorial

You can learn more about defining product value stream in the short coaching video below:

Tip: This tutorial can also be accessed from the Add Product or Edit Product screens.




Next Steps

After you've finished creating your artifact sets, you can begin modeling your artifacts.


User Guide