We will learn here how to configure a Manual Process by starting by a simple example.

• Design
  • Understand the process (who is doing what);
  • Define the POA, forms fields and exit scenarios;
  • Define companies and roles;
  • Define reporting/KPI on forms data

• Implementation
  • Insert designed roles;
  • Verify there is at least one company for each role;
  • Configure forms;
  • Configure process and POA;

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.

Based on the simple process we have, this is the list of activities we assume to have:

The scenario is pretty straight-forward:

• We have 2 roles: FO_SALES and BO_SALES
• We have 2 companies, FO_COMPANY and BO_COMPANY.

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.

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.

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