UBPR reference model · version 1.0

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Hierarchy

107 of 107 rows



1	1	Strategy & Governance	Value Stream	1 · STR Strategy & Governance	—	—	Defines enterprise direction, governance, policies, investment priorities, performance expectations, and decision structures.
2	2	Innovation & Engineering	Value Stream	2 · INN Innovation & Engineering	—	—	Converts market, scientific, customer, and strategic opportunities into products, services, designs, and engineered solutions.
3	3	Supply & Procurement	Value Stream	3 · SUP Supply & Procurement	—	—	Secures materials, products, services, suppliers, and external capabilities required by the enterprise.
4	4	Operations & Manufacturing	Value Stream	4 · OPR Operations & Manufacturing	—	—	Produces, assembles, operates, fulfills, and manages the transformation of inputs into products and operational outputs.
5	5	Commercial & Customer	Value Stream	5 · COM Commercial & Customer	—	—	Understands markets, generates demand, manages customers, prices offerings, sells, contracts, and realizes commercial value.
6	6	Service & Asset Management	Value Stream	6 · SVC Service & Asset Management	—	—	Operates, maintains, supports, services, and protects enterprise and customer-facing assets.
7	7	Finance & Risk	Value Stream	7 · FIN Finance & Risk	—	—	Governs financial resources, performance, accounting, planning, treasury, tax, controls, compliance, and enterprise risk.
8	8	People & Organization	Value Stream	8 · PPL People & Organization	—	—	Enables the workforce, organizational capabilities, roles, skills, performance, culture, and people-related services.
9	9	Digital & Data	Value Stream	9 · DIG Digital & Data	—	—	Enables enterprise technology, applications, integration, data, cybersecurity, analytics, automation, and digital operations.
10	X	Industry Extensions	Value Stream	X · IND Industry Extensions	—	—	Adds process structures and variations specific to an industry.
11	X00	Industry Framework	Workstream	X · IND Industry Extensions	X00 Industry Framework	—	Canonical category — detailed content under development.
12	X10	Energy Operations	Workstream	X · IND Industry Extensions	X10 Energy Operations	—	Canonical category — detailed content under development.
13	X20	Mining Operations	Workstream	X · IND Industry Extensions	X20 Mining Operations	—	Canonical category — detailed content under development.
14	X30	Utilities Management	Workstream	X · IND Industry Extensions	X30 Utilities Management	—	Canonical category — detailed content under development.
15	X40	Public Sector Services	Workstream	X · IND Industry Extensions	X40 Public Sector Services	—	Canonical category — detailed content under development.
16	X50	Defense & Aerospace	Workstream	X · IND Industry Extensions	X50 Defense & Aerospace	—	Canonical category — detailed content under development.
17	X60	Retail Industry	Workstream	X · IND Industry Extensions	X60 Retail Industry	—	Canonical category — detailed content under development.
18	Y	Country Extensions	Value Stream	Y · CTY Country Extensions	—	—	Adds country-specific regulatory, legal, tax, labor, reporting, and operating requirements.
19	Y00	United States Extensions	Workstream	Y · CTY Country Extensions	Y00 United States Extensions	—	Country-extension structure established. Detailed content requires qualified jurisdictional review.
20	Y10	China Extensions	Workstream	Y · CTY Country Extensions	Y10 China Extensions	—	Country-extension structure established. Detailed content requires qualified jurisdictional review.
21	Y20	Germany Extensions	Workstream	Y · CTY Country Extensions	Y20 Germany Extensions	—	Country-extension structure established. Detailed content requires qualified jurisdictional review.
22	Y30	India Extensions	Workstream	Y · CTY Country Extensions	Y30 India Extensions	—	Country-extension structure established. Detailed content requires qualified jurisdictional review.
23	Z	Proprietary Extensions	Value Stream	Z · PRP Proprietary Extensions	—	—	Represents company-specific processes, practices, capabilities, differentiators, and protected operating knowledge.
24	100	Corporate Strategy	Workstream	1 · STR Strategy & Governance	100 Corporate Strategy	—	Defines long-term direction, growth ambitions, competitive positioning, and enterprise priorities.
25	110	Enterprise Governance	Workstream	1 · STR Strategy & Governance	110 Enterprise Governance	—	Establishes decision rights, oversight structures, accountability models, and governance frameworks.
26	120	Portfolio Management	Workstream	1 · STR Strategy & Governance	120 Portfolio Management	—	Prioritizes initiatives and investments to align with strategic and financial goals.
27	130	M&A & Corporate Development	Workstream	1 · STR Strategy & Governance	130 M&A & Corporate Development	—	Evaluates acquisitions, partnerships, divestitures, and corporate expansion opportunities.
28	140	Policy & Regulatory Framework	Workstream	1 · STR Strategy & Governance	140 Policy & Regulatory Framework	—	Defines corporate policies and ensures alignment with regulatory obligations.
29	150	Enterprise Performance Steering	Workstream	1 · STR Strategy & Governance	150 Enterprise Performance Steering	—	Monitors enterprise KPIs and strategic performance outcomes.
30	160	Sustainability Strategy	Workstream	1 · STR Strategy & Governance	160 Sustainability Strategy	—	Defines environmental, social, and long-term sustainability commitments.
31	170	Board & Executive Reporting	Workstream	1 · STR Strategy & Governance	170 Board & Executive Reporting	—	Provides structured reporting for executive and board-level decision-making.
32	180	Business Model Design	Workstream	1 · STR Strategy & Governance	180 Business Model Design	—	Defines how the enterprise creates, delivers, and captures value.
33	200	Product Strategy	Workstream	2 · INN Innovation & Engineering	200 Product Strategy	—	Defines product vision, positioning, and long-term roadmap.
34	210	Product Design & Development	Workstream	2 · INN Innovation & Engineering	210 Product Design & Development	—	Designs and develops new or enhanced products and solutions.
35	220	R&D Management	Workstream	2 · INN Innovation & Engineering	220 R&D Management	—	Governs research initiatives and innovation investments.
36	230	Engineering Execution	Workstream	2 · INN Innovation & Engineering	230 Engineering Execution	—	Executes technical development and engineering delivery.
37	240	Program & Project Engineering	Workstream	2 · INN Innovation & Engineering	240 Program & Project Engineering	—	Coordinates complex engineering programs and timelines.
38	250	Product Lifecycle Management	Workstream	2 · INN Innovation & Engineering	250 Product Lifecycle Management	—	Manages product from ideation through retirement.
39	260	Innovation Portfolio Management	Workstream	2 · INN Innovation & Engineering	260 Innovation Portfolio Management	—	Prioritizes and tracks innovation initiatives and investments.
40	270	Prototype & Testing	Workstream	2 · INN Innovation & Engineering	270 Prototype & Testing	—	Validates concepts, designs, and technical feasibility.
41	300	Strategic Sourcing	Workstream	3 · SUP Supply & Procurement	300 Strategic Sourcing	—	Identifies suppliers and negotiates optimal commercial terms.
42	310	Supplier Management	Workstream	3 · SUP Supply & Procurement	310 Supplier Management	—	Manages supplier performance, relationships, and risk.
43	320	Procurement Operations	Workstream	3 · SUP Supply & Procurement	320 Procurement Operations	—	Executes purchasing transactions and contract compliance.
44	330	Inbound Logistics	Workstream	3 · SUP Supply & Procurement	330 Inbound Logistics	—	Coordinates inbound transportation and goods receipt.
45	340	Inventory Management	Workstream	3 · SUP Supply & Procurement	340 Inventory Management	—	Maintains optimal inventory levels and stock accuracy.
46	350	Warehouse Management	Workstream	3 · SUP Supply & Procurement	350 Warehouse Management	—	Controls storage, picking, and internal material movements.
47	360	Transportation & Distribution	Workstream	3 · SUP Supply & Procurement	360 Transportation & Distribution	—	Manages outbound deliveries and distribution networks.
48	370	Supply Planning	Workstream	3 · SUP Supply & Procurement	370 Supply Planning	—	Aligns supply with demand forecasts and production plans.
49	400	Production Planning	Workstream	4 · OPR Operations & Manufacturing	400 Production Planning	—	Plans manufacturing volumes and schedules.
50	410	Manufacturing Execution	Workstream	4 · OPR Operations & Manufacturing	410 Manufacturing Execution	—	Executes production activities on the shop floor.
51	420	Quality Management	Workstream	4 · OPR Operations & Manufacturing	420 Quality Management	—	Ensures products meet defined quality standards.
52	430	Maintenance Planning	Workstream	4 · OPR Operations & Manufacturing	430 Maintenance Planning	—	Plans preventive and corrective maintenance activities.
53	440	Operational Excellence	Workstream	4 · OPR Operations & Manufacturing	440 Operational Excellence	—	Drives efficiency, productivity, and continuous improvement.
54	450	Plant Operations	Workstream	4 · OPR Operations & Manufacturing	450 Plant Operations	—	Oversees day-to-day facility and production operations.
55	460	Capacity Management	Workstream	4 · OPR Operations & Manufacturing	460 Capacity Management	—	Optimizes production resources and utilization.
56	470	Costing & Production Accounting	Workstream	4 · OPR Operations & Manufacturing	470 Costing & Production Accounting	—	Tracks production costs and operational financial impact.
57	500	Sales Management	Workstream	5 · COM Commercial & Customer	500 Sales Management	—	Manages sales strategy, pipelines, and revenue targets.
58	510	Order Management	Workstream	5 · COM Commercial & Customer	510 Order Management	—	Processes customer orders from capture to fulfillment.
59	510-00	Customer Order to Fulfillment	Day-in-Life	5 · COM Commercial & Customer	510 Order Management	—	To receive a valid customer order, confirm product or service availability, coordinate fulfillment, and deliver the agreed output to the customer within contracted terms — accurately and completely.
60	510-00a	Industry variation	Variation	5 · COM Commercial & Customer	510 Order Management	—	Manufacturing: physical goods with lead times. Services: no physical fulfillment. Subscription: no per-order fulfillment.
61	510-00b	Business Model variation	Variation	5 · COM Commercial & Customer	510 Order Management	—	Make-to-stock vs make-to-order vs configure-to-order vs project-based delivery.
62	510-00c	Customer Type variation	Variation	5 · COM Commercial & Customer	510 Order Management	—	B2B vs B2C. Contract customers vs spot orders. Key accounts vs transactional.
63	510-00d	Channel variation	Variation	5 · COM Commercial & Customer	510 Order Management	—	Direct sales vs e-commerce vs distributor. EDI orders vs manual.
64	510-00e	Country variation	Variation	5 · COM Commercial & Customer	510 Order Management	—	Export documentation, customs clearance, local tax invoice requirements.
65	510-00f	Automation Level variation	Variation	5 · COM Commercial & Customer	510 Order Management	—	Fully automated order management vs manual entry vs hybrid.
66	510-00g	Product Complexity variation	Variation	5 · COM Commercial & Customer	510 Order Management	—	Standard catalogue vs configured vs custom engineered products.
67	520	Pricing & Contracts	Workstream	5 · COM Commercial & Customer	520 Pricing & Contracts	—	Defines pricing strategies and manages commercial agreements.
68	530	Marketing Campaigns	Workstream	5 · COM Commercial & Customer	530 Marketing Campaigns	—	Plans and executes marketing initiatives and promotions.
69	540	Customer Management	Workstream	5 · COM Commercial & Customer	540 Customer Management	—	Manages customer relationships and account performance.
70	550	Channel & Distribution Sales	Workstream	5 · COM Commercial & Customer	550 Channel & Distribution Sales	—	Oversees indirect sales channels and partner networks.
71	560	Revenue Operations	Workstream	5 · COM Commercial & Customer	560 Revenue Operations	—	Aligns sales operations, forecasting, and revenue tracking.
72	600	Field Service Management	Workstream	6 · SVC Service & Asset Management	600 Field Service Management	—	Manages on-site service and technician operations.
73	610	Asset Lifecycle Management	Workstream	6 · SVC Service & Asset Management	610 Asset Lifecycle Management	—	Oversees asset performance from acquisition to retirement.
74	620	Preventive Maintenance	Workstream	6 · SVC Service & Asset Management	620 Preventive Maintenance	—	Schedules routine maintenance to prevent failures.
75	630	Corrective Maintenance	Workstream	6 · SVC Service & Asset Management	630 Corrective Maintenance	—	Resolves asset breakdowns and service incidents.
76	640	Warranty & Claims	Workstream	6 · SVC Service & Asset Management	640 Warranty & Claims	—	Manages warranty obligations and claims processing.
77	650	Service Contracts	Workstream	6 · SVC Service & Asset Management	650 Service Contracts	—	Governs service agreements and customer entitlements.
78	660	Installed Base Management	Workstream	6 · SVC Service & Asset Management	660 Installed Base Management	—	Tracks deployed products and service coverage.
79	670	Asset Performance Monitoring	Workstream	6 · SVC Service & Asset Management	670 Asset Performance Monitoring	—	Monitors asset health and operational metrics.
80	700	Financial Accounting	Workstream	7 · FIN Finance & Risk	700 Financial Accounting	—	Records and reports financial transactions.
81	701	Fixed Assets	Workstream	7 · FIN Finance & Risk	701 Fixed Assets	—	Manages the financial lifecycle and accounting of fixed assets.
82	710	Accounts Payable	Workstream	7 · FIN Finance & Risk	710 Accounts Payable	—	Manages supplier invoices and outgoing payments.
83	720	Accounts Receivable	Workstream	7 · FIN Finance & Risk	720 Accounts Receivable	—	Manages customer invoicing and collections.
84	721	Credit Management — CreditE2E	Workstream	7 · FIN Finance & Risk	721 Credit Management — CreditE2E	—	Manages end-to-end customer credit evaluation, exposure, decisions, and control.
85	730	Treasury Management	Workstream	7 · FIN Finance & Risk	730 Treasury Management	—	Oversees cash, liquidity, and financial risk.
86	740	FP&A	Workstream	7 · FIN Finance & Risk	740 FP&A	—	Plans budgets, forecasts performance, and analyzes variances.
87	750	Cost & Profitability Management	Workstream	7 · FIN Finance & Risk	750 Cost & Profitability Management	—	Analyzes product, customer, and operational profitability.
88	760	Risk & Internal Controls	Workstream	7 · FIN Finance & Risk	760 Risk & Internal Controls	—	Manages enterprise risk and internal-control frameworks.
89	770	Tax Management	Workstream	7 · FIN Finance & Risk	770 Tax Management	—	Ensures compliance with tax reporting and regulations.
90	780	Audit & Compliance	Workstream	7 · FIN Finance & Risk	780 Audit & Compliance	—	Oversees audit processes and regulatory adherence.
91	790	Intercompany Management	Workstream	7 · FIN Finance & Risk	790 Intercompany Management	—	Governs cross-functional intercompany transactions, reconciliation, settlement, and related controls.
92	800	Workforce Planning	Workstream	8 · PPL People & Organization	800 Workforce Planning	—	Plans workforce capacity and skill requirements.
93	810	Talent Acquisition	Workstream	8 · PPL People & Organization	810 Talent Acquisition	—	Recruits and hires qualified talent.
94	820	Payroll Management	Workstream	8 · PPL People & Organization	820 Payroll Management	—	Processes employee compensation and payments.
95	830	Learning & Development	Workstream	8 · PPL People & Organization	830 Learning & Development	—	Develops employee skills and capabilities.
96	840	Performance Management	Workstream	8 · PPL People & Organization	840 Performance Management	—	Evaluates and manages employee performance outcomes.
97	850	Organizational Management	Workstream	8 · PPL People & Organization	850 Organizational Management	—	Maintains organizational structures and reporting relationships.
98	860	Compensation & Benefits	Workstream	8 · PPL People & Organization	860 Compensation & Benefits	—	Designs and administers pay and benefit programs.
99	870	Employee Experience	Workstream	8 · PPL People & Organization	870 Employee Experience	—	Enhances engagement, satisfaction, and workplace culture.
100	900	Data Governance	Workstream	9 · DIG Digital & Data	900 Data Governance	—	Ensures data quality, ownership, and compliance standards.
101	910	Enterprise Integration	Workstream	9 · DIG Digital & Data	910 Enterprise Integration	—	Connects systems and enables seamless data exchange.
102	920	Analytics & Reporting	Workstream	9 · DIG Digital & Data	920 Analytics & Reporting	—	Delivers insights and enterprise-performance visibility.
103	930	Automation & Workflow	Workstream	9 · DIG Digital & Data	930 Automation & Workflow	—	Automates business processes and approvals.
104	940	Application Development	Workstream	9 · DIG Digital & Data	940 Application Development	—	Develops and maintains enterprise applications.
105	950	AI & Advanced Analytics	Workstream	9 · DIG Digital & Data	950 AI & Advanced Analytics	—	Applies predictive models and intelligent automation.
106	960	Platform Operations	Workstream	9 · DIG Digital & Data	960 Platform Operations	—	Maintains digital platforms and technical infrastructure.
107	970	Identity & Access Management	Workstream	9 · DIG Digital & Data	970 Identity & Access Management	—	Controls user access and security compliance.

IDs follow the UBPR reference: value stream 7, workstream 701, Day-in-Life 701-00, variation 701-00a. SMTPR classes (Setup, Master data, Transactional, Periodic, Reporting) are not yet assigned.