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EA Delivery

The EA Delivery module manages architecture initiatives and their artifacts — diagrams and Statements of Architecture Work (SoAW). It provides a single view of all ongoing architecture projects and their deliverables.

EA Delivery Management

Initiative Overview

The page is organized around Initiative cards. Each initiative shows:

Field Description
Name Initiative name
Subtype Idea, Program, Project, or Epic
Status On Track, At Risk, Off Track, On Hold, or Completed
Artifacts Count of linked diagrams and SoAW documents

You can switch between a card gallery view and a list view, and filter initiatives by status (Active or Archived).

Clicking an initiative expands it to show all its linked diagrams and SoAW documents.

Statement of Architecture Work (SoAW)

A Statement of Architecture Work (SoAW) is a formal document defined by the TOGAF standard (The Open Group Architecture Framework). It establishes the scope, approach, deliverables, and governance for an architecture engagement. In TOGAF, the SoAW is produced during the Preliminary Phase and Phase A (Architecture Vision) and serves as an agreement between the architecture team and its stakeholders.

Turbo EA provides a built-in SoAW editor with TOGAF-aligned section templates, rich text editing, and export capabilities — so you can author and manage SoAW documents directly alongside your architecture data.

Creating a SoAW

  1. Click the + button on an initiative card and select New SoAW
  2. Enter the document title
  3. The editor opens with pre-built section templates based on the TOGAF standard

The SoAW Editor

The editor provides:

  • Rich text editing — Full formatting toolbar (headings, bold, italic, lists, links) powered by the TipTap editor
  • Section templates — Pre-defined sections following TOGAF standards (e.g., Problem Description, Objectives, Approach, Stakeholders, Constraints, Work Plan)
  • Inline editable tables — Add and edit tables within any section
  • Status workflow — Documents progress through defined stages:
Status Meaning
Draft Being written, not yet ready for review
In Review Submitted for stakeholder review
Approved Reviewed and accepted
Signed Formally signed off

Sign-off Workflow

Once a SoAW is approved, you can request sign-offs from stakeholders. Click Request Signatures, then use the search field to find and add signatories by name or email. The system tracks who has signed and sends notifications to pending signers.

Preview and Export

  • Preview mode — Read-only view of the complete SoAW document
  • DOCX export — Download the SoAW as a formatted Word document for offline sharing or printing

Architecture Decision Records (ADR)

EA Delivery Decisions Tab

An Architecture Decision Record (ADR) documents important architecture decisions along with their context, consequences, and alternatives considered. ADRs provide a traceable history of why key design choices were made.

ADR Overview

The EA Delivery page has a dedicated Decisions tab that displays all ADRs in an AG Grid table with a persistent filter sidebar, similar to the Inventory page.

Grid Columns

The ADR grid shows the following columns:

Column Description
Reference # Auto-generated reference number (ADR-001, ADR-002, etc.)
Title ADR title
Status Colored chip showing Draft, In Review, or Signed
Linked Cards Colored pills matching each linked card's type color (e.g., blue for Application, purple for Data Object)
Created Creation date
Modified Last modification date
Signed Date when the ADR was signed
Revision Revision number

Filter Sidebar

A persistent filter sidebar on the left provides the following filters:

  • Card Types — Checkboxes with colored dots matching the card type colors, to filter by linked card types
  • Status — Filter by Draft, In Review, or Signed
  • Date Created — From/to date range
  • Date Modified — From/to date range
  • Date Signed — From/to date range

Quick Filter and Context Menu

Use the quick filter search bar for full-text search across all ADRs. Right-click any row to access a context menu with Edit, Preview, Duplicate, and Delete actions.

Creating an ADR

ADRs can be created from three places:

  1. EA Delivery → Decisions tab: Click + New ADR, fill in the title and optionally link cards (including initiatives).
  2. Initiative "+" button (Initiatives tab): Choose New Architecture Decision from the menu — the initiative is pre-linked as a card link.
  3. Card Resources tab: Click Create ADR — the current card is pre-linked.

In all cases, you can search and link additional cards during creation. Initiatives are linked through the same card linking mechanism as any other card, which means an ADR can be linked to multiple initiatives. The editor opens with sections for Context, Decision, Consequences, and Alternatives Considered.

The ADR Editor

The editor provides:

  • Rich text editing for each section (Context, Decision, Consequences, Alternatives Considered)
  • Card linking — connect the ADR to relevant cards (applications, IT components, initiatives, etc.). Initiatives are linked through the standard card linking feature, not a dedicated field, so an ADR can reference multiple initiatives
  • Related decisions — reference other ADRs

Sign-off Workflow

ADRs support a formal sign-off process:

  1. Create the ADR in Draft status
  2. Click Request Signatures and search for signatories by name or email
  3. The ADR moves to In Review — each signatory receives a notification and a task
  4. Signatories review and click Sign
  5. When all signatories have signed, the ADR automatically moves to Signed status

Signed ADRs are locked and cannot be edited. To make changes, create a new revision.

Revisions

Signed ADRs can be revised:

  1. Open a signed ADR
  2. Click Revise to create a new draft based on the signed version
  3. The new revision inherits the content and card links
  4. Each revision has an incrementing revision number

ADR Preview

Click the preview icon to view a read-only, formatted version of the ADR — useful for reviewing before signing.

Resources Tab

Card Resources Tab

Cards now include a Resources tab that consolidates:

  • Architecture Decisions — ADRs linked to this card, displayed as colored pills matching their card type colors. You can link existing ADRs or create a new ADR directly from the Resources tab — the new ADR is automatically linked to the card.
  • File Attachments — Upload and manage files (PDF, DOCX, XLSX, images, up to 10 MB). When uploading, select a document category from: Architecture, Security, Compliance, Operations, Meeting Notes, Design, or Other. The category appears as a chip next to each file.
  • Document Links — URL-based document references. When adding a link, select a link type from: Documentation, Security, Compliance, Architecture, Operations, Support, or Other. The link type appears as a chip next to each link, and the icon changes based on the selected type.