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Segmentation

Model Organization structure with Segment Types and Segments for scoping and reporting.

Overview

Segments model Organization structure for scoping and reporting. Segments are not tags or project labels.

Segments and Segment Types are scoped to the Organization.

Key Concepts

Segment Types

A Segment Type defines a business dimension. Pick dimensions used to operate the Organization.

For example:

  • Legal Entity

  • Department

  • Line of Business

  • Business Unit

  • Region

Segments

Segments are values inside a Segment Type. They represent divisions used for ownership and reporting.

For example, under Region:

  • North America

  • EMEA

  • APAC

Segments can be hierarchical. For example: North America → United States → Northeast.

How It’s Used

Use Segments to scope work to a part of the Organization. Use Segments to filter and group reporting views.

Segments can be applied across multiple entity types:

  • Processes: map process ownership by Organization unit.

  • Systems: align systems to a legal entity or department.

  • RACI items: define accountability within an Organization boundary.

  • Requirements: scope and filter by the business unit impacted.

Benefits

Consistent segmentation enables:

  • Filter requirements, tasks, and processes by Organization dimension.

  • Group work by legal entity, department, or line of business.

  • Build scoped views for a specific part of the business.

  • Align accountability and governance to Organization boundaries.

Setup Steps

1

Create a Segment Type

Define the business dimension to track.

  1. Open the Organization.

  2. Create a Segment Type (for example: Department).

2

Create Segments

Add the actual values for that dimension.

Create Segments inside the Segment Type. Optionally assign a parent Segment to build a hierarchy.

3

Apply segments to work

Associate Segments with processes, systems, RACI items, and requirements. Use Segments for filtering, sorting, and reporting.

Best Practices

Ground segments in the real org structure.

If a value would not show up on an organization chart, it is usually not a Segment.

Use hierarchies when you need rollups.

Parent-child segments enable both summary and deep reporting.

Be consistent across entity types.

The value comes from reuse, not one-off assignments.

Avoid Segment Type sprawl.

Start with a few strong dimensions. Add more only when reporting needs require it.

Summary

Segmentation standardizes business structure for scoping and reporting. Segment Types define dimensions. Segments provide values and optional hierarchy.

Quick decision check

If unsure whether something is a Segment Type:

  • Does this reflect how the Organization operates?

  • Would it appear in a formal business taxonomy?

  • Is it a real division, not a project category?

If yes, this is usually a good fit.

Related:

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