Skip to content

Free Consulting Template

Free Solution Architecture Document

Technical architecture for [client] [project]

Executive Summary System Landscape Integration Architecture Data Flow Security Model Infrastructure & Sizing Risks & Mitigations

Solution Architecture Document

Use this template to technical architecture for [client] [project].

Template Metadata

Field Details
Category Consulting
Owner [Team or owner]
Version [Version number]
Effective Date [Date]
Review Cycle [Monthly / Quarterly / Annual / Event-based]
Status [Draft / In Review / Approved]

Executive Summary

Project context, solution overview, and key architectural decisions.

Item Details Owner Status
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

System Landscape

Describe all systems in the landscape including their roles, versions, and relationships. Use a text-based diagram or description of the system landscape showing how components connect.

Item Details Owner Status
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Integration Architecture

Detail all integration flows between systems. For each integration, specify: source, target, middleware, protocol, data format, trigger mechanism, error handling, and SLA.

Item Details Owner Status
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Data Flow

Document how data moves through the architecture for key business processes. Include data ownership, master data sources, and replication strategy.

Item Details Owner Status
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Security Model

Define authentication and authorization mechanisms, data encryption (at rest, in transit), network security zones, API security, and compliance requirements.

Item Details Owner Status
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Infrastructure & Sizing

Specify infrastructure requirements including compute, storage, network, and bandwidth. Provide sizing calculations for expected workloads.

Item Details Owner Status
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Risks & Mitigations

Identify architectural risks with likelihood, impact, and mitigation strategies. Use Markdown with tables, code blocks for configuration, and text-based diagrams.

Item Details Owner Status
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Review and Signoff

Document review conclusions, approvals, unresolved items, and next review date.

Role Name Date Notes
Preparer [Name] [Date] [Notes]
Reviewer [Name] [Date] [Notes]
Approver [Name] [Date] [Notes]

Template Structure

What the Solution Architecture Document Includes

Use this consulting template as a starting point, then customize each section to match your internal workflow, evidence, and signoff needs.

1

Executive Summary

Project context, solution overview, and key architectural decisions.

2

System Landscape

Describe all systems in the landscape including their roles, versions, and relationships. Use a text-based diagram or description of the system landscape showing how components connect.

3

Integration Architecture

Detail all integration flows between systems. For each integration, specify: source, target, middleware, protocol, data format, trigger mechanism, error handling, and SLA.

4

Data Flow

Document how data moves through the architecture for key business processes. Include data ownership, master data sources, and replication strategy.

5

Security Model

Define authentication and authorization mechanisms, data encryption (at rest, in transit), network security zones, API security, and compliance requirements.

6

Infrastructure & Sizing

Specify infrastructure requirements including compute, storage, network, and bandwidth. Provide sizing calculations for expected workloads.

7

Risks & Mitigations

Identify architectural risks with likelihood, impact, and mitigation strategies. Use Markdown with tables, code blocks for configuration, and text-based diagrams.

Recommended Structure

Write a Solution Architecture Document for a client IT consulting project. Structure with these sections:

Executive Summary

Project context, solution overview, and key architectural decisions.

System Landscape

Describe all systems in the landscape including their roles, versions, and relationships. Use a text-based diagram or description of the system landscape showing how components connect.

Integration Architecture

Detail all integration flows between systems. For each integration, specify: source, target, middleware, protocol, data format, trigger mechanism, error handling, and SLA.

Data Flow

Document how data moves through the architecture for key business processes. Include data ownership, master data sources, and replication strategy.

Security Model

Define authentication and authorization mechanisms, data encryption (at rest, in transit), network security zones, API security, and compliance requirements.

Infrastructure & Sizing

Specify infrastructure requirements including compute, storage, network, and bandwidth. Provide sizing calculations for expected workloads.

Risks & Mitigations

Identify architectural risks with likelihood, impact, and mitigation strategies.

Use Markdown with tables, code blocks for configuration, and text-based diagrams.

Example Filled Template

Solution Architecture — Dynamics 365 Integration for Pinnacle Manufacturing

Executive Summary

Pinnacle Manufacturing is implementing Microsoft Dynamics 365 Finance & Supply Chain Management to replace a legacy on-premises ERP. This architecture document defines the integration landscape connecting D365 with the existing MES (Manufacturing Execution System), PLM (Product Lifecycle Management), and the B2B e-commerce portal. The solution uses Azure Integration Services as the middleware layer.

System Landscape

                     ┌─────────────────────┐
                     │   Dynamics 365 F&SCM │
                     │   (SaaS — Tier 2)    │
                     └────────┬─────────────┘
                              │ Dataverse / OData
                     ┌────────┴─────────────┐
                     │  Azure Integration    │
                     │  Services (Logic Apps │
                     │  + Service Bus)       │
                     └───┬────┬────┬────────┘
                ┌────────┘    │    └──────────┐
        ┌───────▼──┐  ┌──────▼───┐  ┌────────▼─────┐
        │ Siemens   │  │ Windchill│  │ B2B Commerce  │
        │ MES       │  │ PLM      │  │ Portal (React)│
        │ (On-prem) │  │ (SaaS)   │  │ (Azure App    │
        └───────────┘  └──────────┘  │  Service)     │
                                     └──────────────┘

Integration Architecture

Flow Source Target Middleware Protocol Trigger SLA
Production Orders D365 MES Azure Service Bus REST → OPC-UA On release 30 sec
BOM Updates Windchill PLM D365 Logic Apps REST/JSON On ECO approval 5 min
Order Placement B2B Portal D365 Logic Apps OData v4 Real-time 10 sec
Inventory Sync D365 B2B Portal Service Bus Webhook/JSON Every 15 min 15 min
Shop Floor Reporting MES D365 Service Bus MQTT → REST On completion 60 sec

Data Flow — Order-to-Delivery

  1. Customer places order on B2B portal → Logic App creates Sales Order in D365
  2. D365 runs MRP, generates planned production orders
  3. Production order released → pushed to MES via Service Bus
  4. MES reports completion → D365 posts production receipt
  5. D365 triggers delivery note → inventory decremented → B2B portal updated

Security Model

Layer Mechanism Details
Authentication Azure AD + OAuth 2.0 All service-to-service calls use client credentials flow
Network Azure VNet + ExpressRoute MES on-prem connected via ExpressRoute; PLM via VNet peering
Data at rest TDE (D365) + Azure Storage encryption AES-256, Microsoft-managed keys
Data in transit TLS 1.3 Enforced on all endpoints
API security Azure API Management Rate limiting, JWT validation, IP whitelisting

Risks & Mitigations

Risk Likelihood Impact Mitigation
MES latency on production order sync Medium High Async queue with Service Bus; 3-retry policy with dead-letter
PLM BOM structure mismatch High Medium Transformation layer in Logic App; validation rules pre-import
ExpressRoute outage Low High VPN fallback with automatic failover (< 5 min RTO)
Skip Manual Drafting

Generate a Solution Architecture Document from a Video

Record a walkthrough, training session, or process demonstration. Docsie AI turns it into structured documentation using this template as the starting framework.

Use the template manually, or let Docsie generate the first draft from source footage.

DOCX, PDF, and Markdown downloads
Works with process and training videos

Template FAQ

Solution Architecture Document FAQ

Common questions about using and generating a solution Architecture Document.

Using This Template

Q: What is a solution Architecture Document?

A: A solution Architecture Document is a structured document for technical architecture for [client] [project].

Q: Can I download this solution Architecture Document as Word or PDF?

A: Yes. This page includes free downloads in DOCX, PDF, and Markdown formats so you can edit, share, or import the template into your documentation system.

Q: Can Docsie generate this from a video?

A: Yes. Upload a process walkthrough, training recording, or screen capture to Docsie, then use this template structure to generate a first draft automatically.