Executive Summary
Project context, solution overview, and key architectural decisions.
Free Consulting Template
Technical architecture for [client] [project]
Use this template to technical architecture for [client] [project].
| 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] |
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] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
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] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
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] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
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] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
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] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
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] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
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] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
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
Use this consulting template as a starting point, then customize each section to match your internal workflow, evidence, and signoff needs.
Project context, solution overview, and key architectural decisions.
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.
Detail all integration flows between systems. For each integration, specify: source, target, middleware, protocol, data format, trigger mechanism, error handling, and SLA.
Document how data moves through the architecture for key business processes. Include data ownership, master data sources, and replication strategy.
Define authentication and authorization mechanisms, data encryption (at rest, in transit), network security zones, API security, and compliance requirements.
Specify infrastructure requirements including compute, storage, network, and bandwidth. Provide sizing calculations for expected workloads.
Identify architectural risks with likelihood, impact, and mitigation strategies. Use Markdown with tables, code blocks for configuration, and text-based diagrams.
Write a Solution Architecture Document for a client IT consulting project. Structure with these sections:
Project context, solution overview, and key architectural decisions.
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.
Detail all integration flows between systems. For each integration, specify: source, target, middleware, protocol, data format, trigger mechanism, error handling, and SLA.
Document how data moves through the architecture for key business processes. Include data ownership, master data sources, and replication strategy.
Define authentication and authorization mechanisms, data encryption (at rest, in transit), network security zones, API security, and compliance requirements.
Specify infrastructure requirements including compute, storage, network, and bandwidth. Provide sizing calculations for expected workloads.
Identify architectural risks with likelihood, impact, and mitigation strategies.
Use Markdown with tables, code blocks for configuration, and text-based diagrams.
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.
┌─────────────────────┐
│ 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) │
└──────────────┘
| 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 |
| 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 |
| 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) |
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.
Handover of [project] to [client] operations
Migrating [data type] from [source] to [target]
Configuration of [module] in [ERP system]
Go-live preparation for [system] deployment
Requirements for [client] [project]
User acceptance testing for [system/module]
Template FAQ
Common questions about using and generating a solution Architecture Document.
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.