Gold by MangoMagic

CRO · Toolkit · Intermediate · Saves 35+ hours

Solution Architecture Templates

Templates for solution architecture documentation.

Get coached on this — free

What's included

  • Complete documentation and templates
  • Step-by-step implementation guide
  • Best practices and examples

Best used when

  • Creating customer deliverables
  • Documenting solution designs
  • Professionalizing SE outputs
  • Standardizing architecture docs

The template

The Template

SOLUTION ARCHITECTURE DIAGRAM

Architecture Document Template

SOLUTION ARCHITECTURE TEMPLATE

DOCUMENT HEADER:
Customer: _______________
Prepared by: _______________
Date: _______________
Version: _______________

EXECUTIVE SUMMARY:
Business objective: _______________
Solution approach: _______________
Key benefits: _______________

CURRENT STATE:
☐ Existing systems inventory
☐ Pain points identified
☐ Integration touchpoints
☐ Data sources

FUTURE STATE:
☐ Proposed architecture
☐ Component overview
☐ Data flows
☐ User workflows

IMPLEMENTATION PHASES:
Phase 1: _______________
Phase 2: _______________
Phase 3: _______________

ASSUMPTIONS & DEPENDENCIES:
☐ Technical assumptions
☐ Business assumptions
☐ External dependencies
☐ Timeline dependencies

Architecture Diagram Checklist

Component Documented Diagram Approved
System overview
Integrations
Data flows
Security

INTEGRATION ARCHITECTURE

Integration Documentation

INTEGRATION ARCHITECTURE TEMPLATE

INTEGRATION OVERVIEW:
Integration name: _______________
Source system: _______________
Target system: _______________
Integration pattern: _______________

TECHNICAL SPECIFICATIONS:
Protocol: ☐ REST API ☐ SOAP ☐ Webhook ☐ File
Authentication: ☐ OAuth ☐ API Key ☐ SAML ☐ Other
Data format: ☐ JSON ☐ XML ☐ CSV ☐ Other

DATA MAPPING:
Source Field → Target Field
_______________ → _______________
_______________ → _______________
_______________ → _______________

SYNC CONFIGURATION:
Frequency: ☐ Real-time ☐ Scheduled ☐ On-demand
Direction: ☐ One-way ☐ Bi-directional
Conflict resolution: _______________

ERROR HANDLING:
Retry logic: _______________
Notification: _______________
Fallback: _______________

DATA FLOW DIAGRAM

Data Flow Documentation

DATA FLOW TEMPLATE

DATA FLOW NAME: _______________

DATA SOURCE:
System: _______________
Data type: _______________
Volume: _______________
Frequency: _______________

TRANSFORMATION:
Step 1: _______________
Step 2: _______________
Step 3: _______________

DATA DESTINATION:
System: _______________
Format: _______________
Storage: _______________

DATA GOVERNANCE:
Classification: ☐ Public ☐ Internal ☐ Confidential ☐ PII
Retention: _______________
Access control: _______________

DIAGRAM ELEMENTS:
☐ Source systems (rectangles)
☐ Processes (rounded rectangles)
☐ Data stores (cylinders)
☐ Data flows (arrows with labels)
☐ External entities (parallelograms)

SECURITY ARCHITECTURE

Security Documentation

SECURITY ARCHITECTURE TEMPLATE

AUTHENTICATION:
Method: _______________
SSO integration: ☐ Yes ☐ No
MFA required: ☐ Yes ☐ No
Session management: _______________

AUTHORIZATION:
Model: ☐ RBAC ☐ ABAC ☐ Custom
Roles defined: _______________
Permission levels: _______________

DATA PROTECTION:
Encryption at rest: _______________
Encryption in transit: _______________
Key management: _______________
Data masking: _______________

NETWORK SECURITY:
☐ Firewall configuration
☐ VPN requirements
☐ IP whitelisting
☐ Network segmentation

COMPLIANCE:
☐ SOC 2 requirements
☐ GDPR considerations
☐ HIPAA requirements
☐ Industry-specific

Frequently asked questions

What is the Solution Architecture Templates?

Templates for solution architecture documentation.

Who is the Solution Architecture Templates for?

It is built for CROs and their teams working on Sales Engineering. The AI coach adapts it to your company, stage, and goals.

How long does the Solution Architecture Templates take to use?

It saves roughly 35+ hours versus building from scratch. Our AI coach can tailor the toolkit to your situation in minutes, then hand you a step-by-step plan.

Is the Solution Architecture Templates free?

Yes. You can read the full toolkit and start getting coached through it for free. Sign in to save your tailored version and track your next steps.

How does the AI coach help with the Solution Architecture Templates?

The coach teaches you the framework, asks a few questions about your business, tailors the toolkit to you, and gives you measurable next steps to execute.