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ADR-016 — Operational Experience Model

Status: Accepted

Date: 2026-07-05

Owner: Architecture Board

Decision Type: Normative Extension

Supersedes: —

Complements: ADR-003 (Canonical Knowledge Model), ADR-007 (Ontology), ADR-015 (Semantic Model)


Context

UC-BoK v0.7-alpha completes the Business Knowledge layer of the framework:

Business Objects  →  Capabilities  →  Processes
Events            →  Applications  →  APIs
Domains           →  Patterns      →  Reference Architectures

Every node in the knowledge graph describes what the business is or what it does.

No node describes who does it or how a human experiences it.

This is the gap.

A process like BOPIS is described by its capability requirements, business objects, events, and application dependencies. The framework can answer:

  • What capabilities does BOPIS require?
  • Which business objects does BOPIS produce?
  • Which applications support BOPIS?

The framework cannot answer:

  • Who performs BOPIS and in what role?
  • What does a store associate actually do during BOPIS?
  • Which interactions are triggered?
  • What does impact on Reservation propagate to at the human level?

Why this matters

A vendor implementing UC-BoK today can map their architecture to the canonical model. They cannot yet validate whether their operational experience — the actual human workflow — is coherent with the knowledge model.

This limits UC-BoK's value as a design reference. It is currently a description framework.

The Operational Experience Model is the layer that makes UC-BoK a design tool.

Why not start from screens

The most common mistake in operational modelling is starting from the UI.

Screens are vendor-specific. A picking screen in SAP, Comerzzia, and Manhattan look entirely different. But the underlying task — Pick Reserved Items — is identical across all three.

If UC-BoK catalogued screens, it would become a UI pattern library. That is not the goal.

The canonical unit of the Experience Model is the Task — a unit of work performed by an actor to achieve a business outcome. Tasks are vendor-neutral. Screens are projections of tasks onto a specific application.


Decision

UC-BoK will introduce a new normative layer: the Operational Experience Model.

This layer is specified in specifications/016-experience-model/ and implemented through a series of EXP-series catalog extensions.

Layer Definition

The Operational Experience Model sits above the Semantic Model and below any UI or vendor-specific implementation:

Process
Journey
Task           ← canonical unit
Interaction
Screen
UI Component   ← vendor/application specific

Concepts

Concept Definition
Actor A human agent who performs tasks within a process (e.g., Store Associate, Customer, Warehouse Operator)
Role A named set of permissions and responsibilities assigned to an Actor (e.g., POS Operator, Store Manager)
Journey An ordered sequence of tasks performed by an Actor to fulfil a business outcome
Task A unit of work performed by an Actor using one or more Applications to achieve a business outcome
Interaction A discrete user action executed within a Task (e.g., Scan Barcode, Search Customer, Confirm Picking)
Screen A named view rendered by an Application that contains one or more Interactions
Touchpoint A channel-specific surface through which an Actor executes a Journey (e.g., POS Terminal, Mobile App, Kiosk)
Channel The modality of interaction (e.g., In-Store, Mobile, Web, Drive-Through)

Task as the Canonical Unit

A Task:

  • Is Actor-specific (different actors perform different tasks within the same process)
  • Is Application-agnostic (the task is identical across vendors)
  • References Business Objects (the objects manipulated during the task)
  • Produces or consumes Events (the state transitions triggered)
  • Exercises Capabilities (the capabilities invoked)
  • Is composed into Journeys (ordered task sequences)

A Screen is a projection of a Task onto a specific Application. Screens are catalogued in EXP-004 but are explicitly secondary to Tasks.

Relationship to Existing Model

The Experience Model does not replace or modify the existing Business Knowledge layer. It extends it with a new axis of description.

Existing relationships that are extended:

Existing Concept Extended by
process now has associated journey
capability now exercised by task
business-object now manipulated by task
event now produced/consumed by interaction
application now renders screen

The canonical query language will be extended to support:

Show every task that uses [BusinessObject]
Which screens exercise [Capability]
Impact analysis if [Application] changes
Generate journey for [Process] + [Actor]

Key Decisions

1. The canonical unit is Task, not Screen

Screens are vendor-specific projections. Tasks are vendor-neutral canonical units. All catalog work targets Tasks first.

2. Experience Model is additive, not modifying

No existing catalog entries are modified by this ADR. The EXP series adds new concepts without breaking existing cross-references.

3. Actor ≠ User

An Actor is a human agent in a business process. It is not a UI user or a system user. Actor concepts are defined in EXP-001 and reference Role definitions from the governance layer, not from authentication systems.

4. Pilot catalog before full expansion

The first complete implementation will model BOPIS end-to-end using the new concepts. This validates the model before expanding to all 15 processes.


Not Decided

Item Rationale
UI Component ontology Below Screen level; deferred after EXP-004
Accessibility constraints Requires EXP-003 Screen Ontology to be stable first
Digital twin / simulation Out of scope for EXP series
Actor authentication / permissions Governed by security layer, not experience model
Channel-specific layout rules Application-specific; deferred to vendor mapping

Consequences

Positive

  • UC-BoK becomes a design tool, not just a description framework
  • Enables cross-vendor operational benchmarking (same tasks, different screens)
  • Enables impact analysis at the human experience level
  • Enables automatic journey generation from process + actor + capability
  • The BOPIS pilot will produce the first end-to-end human-to-system knowledge chain

Constraints

  • EXP-series specs must be created in order: Actor → Task → Interaction → Screen → Journey → Projection
  • Task cardinality rules will be governed by SPEC-016 (complements SPEC-015)
  • The pilot (BOPIS) must be completed before RA-001/RA-002 are updated with the operational view
  • Vendor-specific screen catalogues must be clearly labelled as non-canonical

Implementation Checklist

  • [ ] specifications/016-experience-model/ — SPEC-016 conceptual model
  • [ ] schemas/experience-model.schema.yaml — machine-readable schema
  • [ ] catalogs/experience/actors.yaml — Actor + Role definitions
  • [ ] catalogs/experience/tasks.yaml — pilot: BOPIS tasks
  • [ ] catalogs/experience/interactions.yaml — pilot: BOPIS interactions
  • [ ] catalogs/experience/journeys.yaml — pilot: BOPIS journey
  • [ ] Update RA-001 and RA-002 with operational experience view
  • [ ] Extend Knowledge Engine queries for EXP-series concepts

Design Principles

  1. Tasks are canonical. Screens are projections.
  2. Model the work, not the interface.
  3. Actors perform Tasks. Applications render Screens.
  4. A Journey is a Process seen from a human perspective.
  5. Complexity at the Task level — simplicity at the Screen level.

ADR-016 — Operational Experience Model — UC-BoK Architecture Board