tech2018:manual_process
Table of Contents
How to configure a manual process
We will learn here how to configure a Manual Process by starting by a simple example.
Checklist to configure a new Manual process
- Define the POA, forms fields and exit scenarios;
- Define companies and routings;
- Define reporting/KPI on forms data
- Verify there is at least one company for each role;
- Configure forms;
- Configure process and POA;
1. Understand the process and roles (who is doing what)
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
Based on the simple process we have, this is the list of activities we assume to have:
| Activity type | Role | process | deliverables |
|---|---|---|---|
| PRODUCT_X_CALL | CALL-CENTER | The user will call the prospect and ask if there is any interest on the product X. If YES then he/she will create a new activity for back-office in order to create and send a customized quotation. Otherwise the operator will just close the thread | The RESULT variable will tell if the process should proceed or not |
| PRODUCT_X_QUOTATION | BACK-OFFICE | The backoffice operator will create and deliver a customized quotation for PRODUCT X | The DATE of sending can be a reasonable info to be stored. |
3. Verifiy activities roles
insert into setup_roles (key) values ('NEW-ROLE');
4. Verifiy companies and routing options
xxx
5. Configure the forms
xxx
6. Configure the POA
xxx
7. Test and Go!
tech2018/manual_process.1528115794.txt.gz · Last modified: 2018/06/04 12:36 by Gianluca Pelliccioli
