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IoT and OT Solution Architect Kit

Connected device and plant solutions: quality attributes, edge and network design, streaming, data platform, security and resilience.

11 templates in 4 steps, in the order you use them. Open any template in the editor, fill it in and export it to PDF, DOCX or HTML.

Step 1

Framing

  1. Non-Functional Requirements & Quality Attribute Scenarios Template

    Full

    ISO/IEC 25010:2023 qualities, utility tree priorities, six-part scenarios, measurement methods and acceptance thresholds

    ISO/IEC 25010:2023, SEI quality attribute scenarios

  2. Solution Architecture Document Template

    Full

    SAD: drivers, current/target state, gaps, 42010 views, deployment, HA/DR per component, operability, residency, migration, NFR trace, roadmap

    ISO/IEC/IEEE 42010:2022 (concerns, viewpoints, views)
Step 2

Design

  1. Edge and IoT Solution Architecture Template (ISA-95, IEC 62443, MQTT)

    Full

    IoT use cases, ISA-95 levels, device lifecycle, edge compute, OPC UA, MQTT 5.0, Sparkplug, zones and conduits, SL-T, OTA, sizing, offline, CRA

    ANSI/ISA-95.00.01-2025 (levels); IEC 62443-3-2:2020, 62443-3-3:2013, 62443-4-2:2019; MQTT 5.0; Sparkplug 3.0; OPC UA 1.05; EU CRA 2024/2847

  2. Network Architecture Design Template (Hub-Spoke, IP Plan, Hybrid DNS)

    Full

    Topology options, provider equivalents, IPv4/IPv6 plan, routing, hybrid link resilience, DNS, ingress/egress, segmentation, private endpoints, HA

    RFC 1918; RFC 6598; RFC 4193; AWS, Azure and Google Cloud reference network topologies

  3. Streaming Solution Design Template (Kafka, Flink, AsyncAPI)

    Full

    Latency SLOs, delivery guarantees, CDC sources, AsyncAPI 3.1.0 contracts, topics, watermarks, windows, state, exactly-once, capacity, lag

    AsyncAPI 3.1.0; CloudEvents 1.0.2; Apache Kafka 4.x and Apache Flink 2.x concepts

  4. Data Platform Architecture Template (Lakehouse, Medallion, Lineage)

    Full

    Lakehouse or warehouse architecture: consumers, ingestion, medallion layers, table formats, catalogue, OpenLineage 2-0-2 lineage, quality, security, cost

    DAMA-DMBOK2 Revised (2024) knowledge areas; Apache Iceberg table spec v3; Delta Lake protocol; OpenLineage spec 2-0-2

  5. Manufacturing Integration Design Template (ISA-95, OPC UA)

    Full

    ERP-MES-shop floor integration: ISA-95 levels, scope split, B2MML exchanges, OPC UA, unified namespace, zones and conduits, plant rollout

    ANSI/ISA-95.00.01-2025; B2MML V0700; OPC UA 1.05; MQTT 5.0; Sparkplug 3.0.0; IEC 62443-3-2
Step 3

Security

  1. Threat Model Template (STRIDE)

    Full

    STRIDE threat model: scope, DFD with trust boundaries, assets, threats per element, L x I rating, mitigations, risk acceptance

    STRIDE

  2. Security Architecture Document Template (NIST SP 800-160, STRIDE)

    Full

    Security architecture: assets, trust boundaries, STRIDE threat register, requirements, IAM, data protection, detection, residual risk

    NIST SP 800-160 Vol. 1 Rev. 1 and Vol. 2 Rev. 1; NIST SP 800-63-4; STRIDE
Step 4

Operations

  1. Resilience Tiering and HA/DR Design Template (RTO, RPO, DR Patterns)

    Full

    Criticality tiers, MTD, RTO, RPO per tier, workload assignment, HA and DR patterns, data protection, topology, tier inheritance, testing, cost, exceptions

    NIST SP 800-34 Rev. 1; ISO/IEC 27031:2025; AWS Well-Architected Reliability pillar DR strategies

  2. Observability Specification Template (OpenTelemetry)

    Full

    Telemetry goals, OTel semantic conventions 1.44.0 baseline with stability per area, logs, metrics, traces, optional Profiles, dashboards, SLOs, alerts, privacy, retention, cost

    OpenTelemetry semantic conventions 1.44.0