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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 10:46] Gianluca Pelliccioli [3. Define companies and routings] |
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+ | ==== 3. Define companies and routings ==== | ||
- | ==== 1. Understand | + | 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 | ||
+ | When the second activity is created it must be assigned to the company BO_SALES. | ||
- | 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 ==== | ||
Based on the simple process we have, this is the list of activities we assume to have: | Based on the simple process we have, this is the list of activities we assume to have: | ||
^ Activity type ^ Role ^ process ^ deliverables ^ | ^ Activity type ^ Role ^ process ^ deliverables ^ | ||
- | | VC_CALL | FO_SALES | + | | VC_CALL | FO_SALES | |
- | | VC_QUOTATION | BO_SALES| The backoffice operator will create and deliver a customized quotation | + | | VC_QUOTATION | BO_SALES| |
- | ==== 3. Define companies and routings ==== | ||
- | |||
- | 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. | ||
- | ==== 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: |