Business Alignment Profiles in AI DLC Insights

Learn how to create an Business Alignment profile in AI DLC Insights.

A Business Alignment profile defines the structure for tracking how engineering work aligns with business priorities. It establishes the investment categories to be used across the organization and specifies the scope and rules for fetching work items relevant to Business Alignment metrics.

At the profile level, you can:

• Define the set of Investment Categories (e.g., Features, Tech Debt, Customer Commitments).

• Configure the fetch scope to determine which work items should be considered for each category (e.g., by project, integration, or work type).

Investment Categories represent the different strategic areas where engineering effort is invested. These categories are defined at the profile level and shared across all teams.

However, each team can define its own logic for classifying work items into these categories using metadata-based filters (also known as filter sets) like labels, issue types, and components in the Business Alignment Configuration section on the Issue Management tab in Team Settings.

Common examples include:

• Feature Development

• Technical Debt

• Customer Commitments

• Maintenance

• Bugs or Incidents

This two-level setup ensures consistency in reporting across the organization while giving teams the flexibility to define category logic that reflects their specific context.

Set up the profile

To create a business alignment profile:

1. In your Harness project, navigate to AI DLC Insights and click Account Management.

2. Under Profiles, select Business Alignment.

3. To create a profile, click Create. To edit an existing profile, click the Edit Profile icon in the profiles list.

4. Enter a name and add an optional description for the profile.

   
5. Define and rank the investment categories your organization wants to track.

   

   • In the Scope of fetching tickets section, select the relevant scope type and apply filters to narrow the computation scope. For advanced configuration, see Scoping of fetching tickets.

   • To add an investment category, click + New Category.

   • To edit an investment category, click the Edit Category icon.

   • To delete an investment category, click the Delete icon.

Scope of fetching tickets

Each Investment Category in the Business Alignment profile defines how tickets should be fetched based on specific criteria and hierarchy rules. This ensures that effort is correctly attributed even in nested work structures like epics, stories, and sub-tasks.

You have two options:

• Fetch tickets that match the specified conditions: Only includes tickets that match the conditions.

• Fetch tickets based on the specified conditions and also sub-tickets: Includes tickets that match the conditions and their related sub-tickets.

If you select Fetch tickets based on the specified conditions and also sub-tickets (hierarchical fetching), you can select from the following options:

Parent + All Descendents

All tickets and all descendents where the condition matches with the parent ticket: Includes the parent ticket and all levels of child tickets (e.g., epics to stories to sub-tasks).

Leaf Descendents Only

Only leaf descendents of tickets where the condition matches with the parent ticket: Includes only the terminal (leaf) child tickets from matched parent tickets. Useful when work is primarily tracked at the leaf level.

Epic + All Descendents

All tickets and all descendents for an epic: Includes all work items under an epic, regardless of whether the epic itself meets the condition.

Parent + Immediate Children

All tickets and immediate children where the condition matches with the parent ticket: Includes the matched parent ticket and its immediate children (but not deeper levels).

This granularity gives teams flexibility to define fetching logic that aligns with how work is structured and tracked in systems like Jira or Azure Boards, ensuring accurate effort attribution across complex ticket hierarchies.

Relationship between Ranking Categories and Business Alignment metric calculations

The ranking of categories plays a significant role in determining how tickets are allocated to different categories, and subsequently, how Business Alignment calculations are made.

1. Ticket Metadata for Categories: Categories in the Business Alignment profile are defined based on certain attributes or metadata of tickets. These attributes can include Labels, Components, Priorities, Issue Types, or any other relevant information associated with the tickets in your Issue Management System (e.g., Jira or Azure). Example Ticket Metadata: Ticket 1: Labels: (abc, def) Priority: (P1) Ticket 2: Labels: (abc, def, ghi) with Components: (text, value)

2. Defining Categories: Categories are defined based on specific criteria related to ticket metadata. In the provided example, let's say you define two categories:

   1. Category 1: Based on the label being abc

   2. Category 2: Based on the component being text

3. Ticket Allocation to Categories: Now, when you have tickets in your system, they are allocated to categories based on whether they meet the criteria defined for each category. For example:

   1. Ticket 1 belongs to Category 1 because it has the label abc

   2. Ticket 2 can potentially belong to both Category 1 and Category 2 because it meets the criteria for both categories.

4. Ranking Categories: This is where the ranking of categories comes into play. When a ticket is eligible for multiple categories, the ranking helps determine which category takes precedence or priority. In the provided example:

   1. If Category 1 is ranked higher (e.g., ranked 1), then Ticket 2 will also be allocated to Category 1

   2. If Category 2 is ranked higher, then Ticket 2 will be allocated to Category 2 and it won't be included in Category 1

5. Allocation Goals and Calculations: After tickets are allocated to Categories, you can set Allocation Goals for each Category. To learn more, see Allocation Goals.

6. Business Alignment Calculations: Once Allocation goals are set, Harness AIDI calculates the Business Alignment metric value based on the actual allocation of tickets to categories and the progress made in each category.

Once you have completed the profile configuration, click Save to finalize your changes. The Business Alignment profile must be associated with one or more Org Trees in your organization. This association determines which teams can access and use the profile.

Configure team-level settings

Once you have created and configured a Business Alignment Profile, you can configure team-level settings to calculate Business Alignment metrics. Business Alignment profiles define the organization-wide investment categories, while the Business Alignment Configuration section on the Issue Management tab in Team Settings ensure that each team's work items are correctly mapped to produce accurate metrics within those categories.