tech2018:s2:poa_design
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tech2018:s2:poa_design [2018/06/04 20:14] 127.0.0.1 external edit |
tech2018:s2:poa_design [2018/06/06 10:47] (current) Gianluca Pelliccioli old revision restored (2018/06/06 12:36) |
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| - | ==== 1. Understand the process and roles (who is doing what) ==== | ||
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| - | The first thing you have to to is to mature the complete understanding of "who is doing what" to achieve your expected result. | ||
| - | If you are lucky enough this understanding should be based on a documented process that the business consultant should have shared. | ||
| ==== 2. Define the POA, forms fields and exit scenarios ==== | ==== 2. Define the POA, forms fields and exit scenarios ==== | ||
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| - | ==== 3. Define companies and routings ==== | ||
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| - | The scenario is pretty straight-forward: | ||
| - | * We have 2 roles: FO_SALES and BO_SALES | ||
| - | * We have 2 companies, FO_COMPANY and BO_COMPANY. | ||
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| - | When the first activity is created it must be assigned to the company FO_SALES. | ||
| - | When the second activity is created it must be assigned to the company BO_SALES. | ||
| - | ==== 4. Define reporting/ | ||
| - | Based on the process info we can suppose to have 2 KPI: | ||
| - | * How many thrads landed in a quotation; | ||
| - | * What is the date of sending of the quotation. | ||
| - | [[manual_process | + | [[tech2018: |
tech2018/s2/poa_design.1528143245.txt.gz ยท Last modified: 2018/06/06 10:36 (external edit)
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