Oracle Full Cycles

Enterprise Flow Selector
Sell Side In Side Buy Side
Campaign to Result
Lead to Order
Contract to Renewal Concept to Release
Problem to Resolution Forecast to Plan
Demand to Build
Order to Cash Procure to Pay

Value Chain
Assets to Property Lifecycle
Financial Planning to Reports
Opportunity to Project Mgmt
Plan to Execute
Staff to Execute
Project Management
Recruit to Hire
Total Compensation
For Fast Forward, see Competence Management Enterprise Business Flows

FF Business Flows Employment Lifecycle (Click on the bars in
Selector slide show mode)
Manage Organizational Change
Customer Relationship Manufacturing/ Human Resources/

Financials Projects
Mgmt (CRM) Supply Chain (SC) Payroll (HRMS)
Enterprise Business Flows version Draft 2.5 28 Feb 2002 Slide 1
Enterprise Flows: CRM Sub flows: Campaign to Result
Return
New Product Introduction
Create and Execute eMail Campaign
Create and Execute Outbound

Value Chain
Telemarketing Campaign with Scripting
Create and Execute Inbound Marketing

Campaign with Call Routing
Create and Execute Marketing Event
Create, Execute and Modify

Web Campaign

Financials Projects
Enterprise Flows: CRM: New Product Introduction
Return
Define Product Detail Product Offer
Determine
Determine Determine
Determine Define
Define Determine
Determine Determine
Determine
Define
Define
Product
Product Product
Product Product
Product Bundling
Bundling Product
Product
Relationships
Relationships
Demand
Demand Concept
Concept Attributes
Attributes Components
Components Price
Price
Create Defines Prices
Products/Services/Kits Create up and Cross sell
opportunities
Uses Advanced Pricing
Obtain Approval for Product

Submit
Submit Obtain
Obtain
Product
Product Product
Product Build Product
For
For Approval
Approval
Approval Add
Add
Create
Create Build
Build Test
Test Product
Product
Product
Product Product
Product Product
Product To
To Price
Inventory
Inventory List
List
Create Product Offering
Create
Create
Deliverables
Deliverables Launch Product
Execute
Execute
Associate
Associate Determine
Determine
Product
Product
Product to Product
Product
Create Launch
Launch
Create Campaign
Campaign Profitability
Profitability
Schedule Campaign
Campaign
Associate
Associate Schedule
Offer
Offer
Create
Create
Campaign
Campaign
Vision Corporation
Metrics
Metrics
Sales Manager Marketing Manager
Create
Create Product Manager
Target
Target QA Engineer
Sales Representative
List
List
Marketing
Representative Engineer
Flow Value Statement

Return
CRM: New Product Introduction
What does it cover? Who is affected?

Analyse need for new products Marketing Manager
New Product Definition Product Manager
Definition of Offer Logistics Manager
Pricing and promotions
Definition of Product Sets
Approval of new product Modules Licenced
Launch of new product OMO, A-OMO, MI
Quality Approval
Where is the ROI?

Faster Time to Market
Better Price and Promotion Management
Higher Customer Satisfaction

Enterprise Flows: CRM: Create and Execute eMail Campaign
Return
Define Marketing Objective Create Campaign and Budget
Determine
Determine Determine
Determine Email Obtain
Obtain
Blast Create
Create Create
Create
Marketing
Marketing Marketing
Marketing Budget
Budget
Campaign
Campaign Budget
Budget
Objective
Objective Medium
Medium Approval
Approval
Start Strategic Marketing Campaign Approval

Planning Attach to Parent campaign
Define Mail strategy Determine
Determine
Target
Target
Audience/
Audience/
Segment
Segment
Create Offer Execute Email Campaign

Author
Author Create
Create And
And
Select
Select Associate
Associate Email
Email Execute
Execute
Product
Product Offer
Offer Content
Content Mail
Mail Merge
Merge
Apply Mail Offer

Use Mail Template Create
Create
Use text editor Schedule
Schedule
Send Email
With
With URL
URL
To
To Target
Target
List
List
Create
Create
Campaign
Campaign
Metrics
Metrics
Vision Corporation
Marketing Manager
Create
Create Marketing Representative
Target
Target
Email Agent
List
List

Return
CRM:Create and Execute eMail Campaign

Analyse, Prepare, Plan and Execute Mail Marketing Manager
Marketing Campaigns Marketers
Budget Management IT Departments
Create Mail Template CEO/CIO
Execution of Mail Campaign Call Center Manager
List Management (Selections, Import and
Modules Licenced
DeDuplication)
OMO, MI, A-OMO
eMC
Where is the ROI?

Improve campaign Efficiency
Tight Budget Control
Cost Efficient Channel Usage
Real Time Analysis

Enterprise Flows: CRM: Create and Execute Outbound Telemarketing Campaign
Return
Define Marketing Objective Create Campaign and Budget Create Offer
Determine
Determine Determine
Determine Obtain
Obtain
Create
Create Create
Create Select
Select
Marketing
Marketing Marketing
Marketing Budget
Budget
Campaign
Campaign Budget
Budget Product
Product
Objective
Objective Medium
Medium Approval
Approval
Start Strategic
Marketing Planning Define Scripts
Define Call Center Define Source Code
Determine
Determine
Strategy Attach to parent camapign
Target
Target
Audience/
Audience/
Segment
Segment
Create Offer (cont.) Execute Offer

Launch
Launch Agent
Agent Capture
Capture
Associate
Associate Create
Create Execute
Execute Campaign
Campaign Follows
Follows Prospect
Offer
Offer Deliverables
Deliverables Calls
Calls Script
Script Script
Script Details
Details
Create
Create
Define Source Codes
Create Selection
Campaign
Campaign
Assign Resources Schedule
Schedule
Analyze Campaign
Measure
Measure
Create
Create Perform
Perform Campaign
Campaign
Campaign
Campaign Analysis
Analysis Response
Response
Metrics
Metrics
Create
Create
Target
Target
List
List
Vision Corporation
Create
Create Marketing Manager Marketing Representative
Telemarketing
Telemarketing
Scripts
Scripts Telesales Agent

Return
CRM: Create and Execute Outbound TeleMarketing Campaign

Analyse, Prepare, Plan and Execute Call Marketing Manager
Center Campaigns Marketers
Define Scripts IT Departments
Budget Management CEO/CIO
Execution of Call Center Campaign Call Center Manager
Modules Licenced
DeDuplication)
OMO, MI, A-OMO,
Advanced Inbound,
Advanced Outbound,
Scripting
Where is the ROI?

Improve Campaign Efficiency
Real Time Analysis

Enterprise Flows: CRM: Create and Execute Inbound Telemarketing Campaign
Return
Define Marketing Objective Create Campaign and Budget Create Offer
Determine
Determine Determine
Determine Obtain
Obtain
Create
Create Create
Create Select
Select
Marketing
Marketing Marketing
Marketing Budget
Budget
Campaign
Campaign Budget
Budget Product
Product
Objective
Objective Medium
Medium Approval
Approval
Start Strategic
Marketing Define Scripts
Planning Define Source Codes
Determine
Determine
Define Call Center
Strategy Target
Target
Audience/
Audience/
Segment
Segment
Create Offer (cont.) Execute Offer

Launch
Launch Agent
Agent Capture
Capture
Associate
Associate Create
Create Call
Call Campaign
Campaign Follows
Follows Prospect
Offer
Offer Deliverables
Deliverables Routing
Routing Script
Script Script
Script Details
Details
Create Selection
Define Source Codes
Assign Resources Create
Create
Campaign
Campaign
Schedule
Schedule
Analyze Campaign
Measure
Measure
Create
Create Perform
Perform Campaign
Campaign
Campaign
Campaign Analysis
Analysis Response
Response
Metrics
Metrics
Create
Create
Target
Target
List
List
Vision Corporation
Create
Create Marketing Manager Marketing Representative
Telemarketing
Telemarketing
Scripts
Scripts Telesales Agent

Return
CRM: Create and Execute Inbound TeleMarketing Campaign

Analyse, Prepare, Plan and Execute Call Marketing Manager
Center Campaigns Marketers
Define Scripts IT Departments
Execution of Call Center Campaign Call Center Manager
Modules Licenced
DeDuplication)
OMO, MI, A-OMO,
Advanced Inbound,
Advanced Outbound,
Scripting
Where is the ROI?

Real Time Analysis

Enterprise Flows: CRM: Create and Execute Marketing Event
Return
Determine
Determine Determine
Determine Obtain
Obtain
Create
Create Create
Create
Marketing
Marketing Marketing
Marketing Budget
Budget
Event
Event Budget
Budget
Objective
Objective Medium
Medium Approval
Approval
Start Strategic Marketing

Planning
Define Event Startegy Determine
Determine
Target
Target
Audience/
Audience/
Segment
Segment
Create Offer Execute Event Offer

Route
Route
Create
Create Receive
Receive Determine
Determine
Allocate
Allocate Call
Call
Event
Event Inbound
Inbound Routing
Routing
Resources
Resources To
To
Metrics
Metrics Call
Call Rules
Rules Agent
Agent
Generate
Generate
Target
Target
List
List
Execute Event Offer (cont.)
Receive
Receive Register
Register Monitor
Monitor
Create
Create Conduct
Conduct
Screen
Screen Audience
Audience Campaign
Campaign
Deliverables
Deliverables Event
Event
Pop
Pop For
For Event
Event Results
Results
Manage Registrations
Det.
Det. Event
Event Manage waitlist
Create
Create Location,
Location,
Event
Event Resources,
Resources, Analyze Campaign Vision Corporation
Schedule
Schedule Agenda, Etc.
Marketing Manager
Manage Event Logistics Perform
Perform
Analysis
Analysis Marketing Representative
Telesales Agent

Return
CRM: Create and Execute Marketing Event

Analyse, Prepare, Plan and Execute Marketing Manager
Marketing Event Marketers
Manage Event Logistics IT Departments
Execution of Event Event Manager
Modules Licenced
DeDuplication)
OMO, MI, A-OMO
Where is the ROI?

Real Time Analysis

Enterprise Flows: CRM: Create and Execute Web Campaign
Return
Determine
Determine Determine
Determine Web Obtain
Obtain
Create
Create Create
Create
Marketing
Marketing Marketing
Marketing Budget
Budget
Campaign
Campaign Budget
Budget
Objective
Objective Medium
Medium Approval
Approval

Planning Determine
Determine
Define Web strategy Define Rules and Postings
Target
Target Manage Affilaites
Audience
Audience// Attach to parent campaign
Segment
Segment
Create Offer Execute Web Campaign

Define
Define Rule
Rule Set
Set
Create
Create
Select
Select Associate
Associate For
For
Campaign
Campaign
Product
Product Offer
Offer Personalized
Personalized
Metrics
Metrics Web
Web Campaign
Campaign Associate
Associate
Rule
Rule Set
To
To Web
Posting
Posting
Add
Add Web
Web
Content
Content To
To
Campaign
Campaign
Vision Corporation
Marketing Manager
Marketing Representative
Web Shop Manager

Return
CRM: Create and Execute Web Campaign

Analyse, Prepare, Plan and Execute Web Marketing Manager
Set up Postings and Rules IT Departments
Execution of Web Campaign Web Manager
Modules Licenced
DeDuplication)
OMO, MI, A-OMO, iStore
Where is the ROI?

Real Time Analysis

Enterprise Flows: CRM Sub flows: Lead to Order
Return
Lead to Order Main Flow
Lead to Opportunity
Lead to Partner to Opportunity
Opportunity to Quote
Web Prospect Walk in to Order

Value Chain
Registered Customer Walk in to Order
Opportunity to Forecast
Order to Compensation
Sales Force Performance

to Incentive Planning
Sales Forecast
to Management Rollup

Financials Projects
Enterprise Flows: CRM: Lead to Order
Return
Qualify Lead Convert to Execute Account Convert to Quote

Opportunity Plan
Campaign to Order - Create Lead/Opportunity - Lead to Opportunity CBF
Capture
Capture Capture
Capture Tasks,
Tasks, Define
Define T&C,
T&C,
Prospect
Prospect Opportunity
Opportunity To
To Dos Prices
Prices
Details
Details Details
Details
Capture Status Apply Sales Methodology Oracle Quoting
Quote Approval Convert to Order Process Order Invoice Order
Process
Process Create
Create Fulfill
Fulfill Process
Process
Approval
Approval Order
Order Order
Order Invoice
Apply Approval Hierarchy Order management
Vision Corporation
Order Management

Return
CRM: Lead to Order
Assignment of Lead Sales Teams
Qualification of Prospect/Lead Sales Management
Order Admin
Convert Lead to Opportunity
Financial Admin
Create Action Plan
Execute Action Plan Modules Licensed
Convert Opportunity to Quote Sales Online
Convert Quote to Order Order Management
Order Fulfillment Accounts Receivables
Order Billin g
Where is the ROI?
Increased Revenue
Better Qualification
Reduce Costs
Process Integration

Enterprise Flows: CRM: Lead to Opportunity
Return
Qualify Lead Convert Lead to Opportunity
Campaign to Order - Create Lead/Opportunity - Lead to Opportunity CBF
Capture
Capture Determine
Determine Convert
Convert
Qualify
Qualify Assign
Assign
Prospect
Prospect Product
Product Lead
Lead To
To
Lead
Lead Opportunity
Opportunity
Details
Details Interest
Interest Opportunity
Opportunity
Implement Sales Update Status

Methodology
Contact Prospect
Review
Review Update
Contact
Contact
Opportunity
Opportunity Opportunity
Opportunity
Prospect
Prospect
Details
Details Details
Details
Vision Corporation

Return
CRM: Lead to Opportunity
SalesRep is Informed about New Sales Teams
Prospects Sales Management
Marketing
Qualification of Prospect/Lead
Create Action Plan Modules Licensed
Execute Action Plan Sales Online
Where is the ROI?
Increased Revenue
Reduce Costs

Enterprise Flows: CRM: Lead to Partner to Opportunity
Return
Qualify Lead Create Opportunity
Campaign to Order - Create Lead/Opportunity - Lead to Opportunity (OPO) CBF
Capture
Capture Determine
Determine Convert
Convert
Qualify
Qualify Assign
Assign
Prospect
Prospect Product
Product Lead
Lead To
To
Lead
Lead Opportunity
Opportunity
Details
Details Interest
Interest Opportunity
Opportunity
Assign Opportunity Assign Partner Partner Works

Opportunity
Channel
Channel Mgr.
Mgr. Partner
Partner
Create
Create Match
Match
Determine
Determine Assigns
Assigns Works
Works
Opportunity
Opportunity Partner
Partner
Channel
Channel Partner
Partner Opportunity
Opportunity
From
From Lead
Lead To
To Opportunity
Opportunity Contact
Contact Details
Details
Automatic Matching
Pre-Defined Matching Rules
Approval
Channel
Channel Mgr.
Mgr.
Monitors
Monitors
Partner
Partner
Progress
Progress
Partner Updates Opportunity
Partner
Partner
Partner
Partner Updates
Updates
Works
Works Opportunity
Opportunity
Opportunity
Opportunity Details
Details
Partner Vision Corporation
Sofisticated Opportunity
Management Partner Sales Representative

Return
CRM: Lead to Partner to Opportunity
SalesRep is Informed about New Sales Teams
Prospects Partner Sales Teams
Sales Management
Qualification of Prospect/Lead
Alliances
Assign Opportunity to Partner Modules Licensed
Partner Creates Action Plan Sales Online
Partner Executes Action Plan Partners Online
Feedback about Opportunity Progress
Where is the ROI?
Collaborative Selling
Increased Revenue
Reduce Costs
Higher Partner satisfaction

Enterprise Flows: CRM: Opportunity to Quote
Return
Assign Opportunity Work Opportunity
Campaign to Order - Create Lead/Opportunity - Opportunity to Quote CBF
Review
Review Update
Update
Assign
Assign Contact
Contact Assess
Assess
Opportunity
Opportunity
Opportunity
Opportunity Prospect Situation
Situation
Details
Details Details
Details
Automatic Assigment
Territory Manager
Propose a Solution Convert Opportunity to Quote
Identify
Identify Convert
Convert
Propose
Propose Gauge
Gauge Update
Problem/
Problem/ Opportunity
Opportunity
Solution
Solution Interest
Interest Quote
Quote
Needs
Needs To
To Quote
Quote
Defined Sales Methodology Automatic Version Management
Provide
Collateral
Collateral
Configure Items Product Availability Cross-sell and Up-sell

Check
Check Perform
Perform
Configure
Configure Re-price
Re-price
Product
Product Cross-Sell
Cross-Sell
Item(s)
Item(s) Quote
Quote
Availability
Availability Up-Sell
Up-Sell
Global ATP
Negotiate Price Fulfillment Options

Determine
Determine Vision Corporation
Present
Present Negotiate
Negotiate Payment/
Payment/
Quote
Quote To
To Price
Price Shipping
Shipping Sales Representative
Prospect
Prospect Options
Options

Return
CRM: Opportunity to Quote
Automatic Assignment Sales Teams
Execute Sales Plan Sales Management
Customer
Propose Offering
Forecast Management
Modules Licensed
Sales Online
Where is the ROI?
Increased Revenue
Reduce Costs
More Efficient Sales Cycles

Enterprise Flows: CRM: Web Prospect Walk in to Order
Return
Prospect Enters Website Campaign to Order - Create Order - Prospect Browse to Order CBF Summarize
Order
Prospect Prospect
Prospect
Prospect
Prospect Prospect
Prospect Display
Display
Adds
Adds Prospect Enters
Enters
Enters
Enters Initiates
Initiates Summary
Summary
Item(s)
Item(s) To
To Registers
Registers Shipping/
Shipping/
Website
Website Checkout
Checkout Order
Order
Shopping
Shopping Cart
Cart Payment
Payment Details
Details
Cross and Upsell Creates Quote
Self Registration Personal Pricing and
Discounts
Creates Quote
Submit Order Authorize Payment

Convert
Convert
Prospect
Prospect Display
Display Validate
Validate Perform
Perform Authorize
Authorize Prospect
Prospect
Submits
Submits Order
Order Payment
Payment Risk
Risk Credit
Credit To
To
Order
Order Confirmation
Confirmation Information
Information Assessment
Assessment Card
Card Customer
Customer
Send Email
Confirmation
Email
Email
Order
Order
Vision Corporation
Confirmation
Confirmation
Business World
Web Shop Manager
Oracle Emc Customer Email Agent

Return
CRM: Web Prospect Walk into Order

Lower sales costs, increase revenues Customer
Enables effective B2B and B2C selling - rich Prospect
product catalog,multiple payment methods,
flexible checkout, increased order accuracy
Global reach (multi-lingual, multi-currency, Modules Licenced
multi-org) iStore
Complex customer account management
Easy store setup and administration iPayment
Where is the ROI? Previous Flow

Decrease sales cycle cost and time New product introduction
Decrease time to develop Products by 60%
Increase order accuracy by 50% - 90% Next Flow
Reduce online order time to 15 seconds Order to Invoice
Additional Revenue

Enterprise Flows: CRM: Registered Customer Walk in to Order
Return
Customer Login Campaign to OrderDisplay

- CreateContent Add Items to Cart
Order - Business Customer Login to Order CBF
Display
Display Customer
Customer Customer
Customer
Customer
Customer Customer
Customer Customer
Customer
Personalized
Personalized Reviews
Reviews Adds
Adds Item(s)
Item(s)
Enters
Enters Logs
Logs Initiates
Initiates
Web
Web Acct.
Acct. Activity
Activity To
To Shopping
Shopping
Website
Website On
On Checkout
Content
Content And
And Details
Details Cart
Cart
Up and Cross sell
User Validation Up and Cross sell
Submit Order Confirm Order/Authorize Payment

Customer
Customer Customer
Customer Display
Display Validate
Validate Perform
Perform Authorize
Authorize
Enters
Enters Submits
Submits Order
Order Payment
Payment Risk
Risk Credit
Credit
Shipping/
Shipping/ Order
Order Confirmation
Confirmation Information
Information Assessment
Assessment Card
Card
Payment
Payment Details
Details
Order Generated
Send Email
Confirmation
Email
Email
Order
Order Vision Corporation
Confirmation
Confirmation Business World Web Shop Manager
Customer Email Agent

Return
CRM: Registered Customer Walk In to Order

Accurately apply discounts and pricing Customer
Deliver personalised content, offers and Prospect
product recommendations (up-sells and
cross-sells) Modules Licenced
Improve order accuracy and reduce RMAs Marketing Online
Guided selling/buying iStore
Collaborative selling iPayment
Configurator
Where is the ROI? Scripting (*iSurvey)
Decrease sales cycle cost and time
Decrease time to develop Products by 60%
Increase order accuracy by 50% - 90%
Reduce online order time to 15 seconds
Increased Sales
Next Flow Previous Flow
Order to Invoice Execute web campaigns
Web Store Inquiry to Web Call Back New product introduction

Enterprise Flows: CRM: Opportunity to Forecast
Return
Create / Accept Opportunity Review Opportunity
Territory Management
Manual
Manual Receive
Receive and
and Review
Review Update
Update
Automated Sales Team Contact
Contact
generation Opportunity
Opportunity accept Opportunity
Opportunity
Prospect
Prospect
Lead Sharing Assignment
Assignment Opportunity
Opportunity Details
Details details
Product/interest Sales Credits

Win Probability Notes
Automated
Automated Amount/Stage Sales Team
Opportunity
Opportunity Create
Create 360 degree view Partnering
Assignment
Assignment Opportunity
Opportunity
Progress Opportunity
Create
Create Convert
Convert Lead
Lead Negotiate
Negotiate
Lead
Lead to
to opportunity
opportunity Perform
Perform Update
Update
Opportunity
Opportunity
Tasks
Tasks Details
Details
Auto/Manual
Auto/Manual Lead
Lead Accept
Accept Provide
Provide
Assignment
Assignment Lead
Lead Sales Methodologies Collateral
Collateral
Review Pipeline and generate Modify Forecast Submit Forecast

baseline forecast
Publish
Publish Modify
Modify Opportunity
Opportunity Vision Corporation
Forecast
Forecast Worksheets
Worksheets WBF
WBF
Schedule
Schedule values
values Sales manager
Finalise
Finalise Aggregate
Aggregate
WBF
WBF Values
Values
Modify
Modify product
product
Review
Review Generate
Generate Category
Category Worksheets
Worksheets
Pipeline
Pipeline baseline
baseline forecast
forecast Telesales Representative
WBF
WBF values
values
Forecast Compensation WBF= Worst, Best Forecast Workflow Managed

online Values Submit
Submit forecast
forecast
Auto
Auto
Return
CRM: Opportunity to Forecast

Create or receive opprtunities assigned Sales Force
to a sales rep Sales Managemnt
Work and progress opportunity using Sales Administration
sales methodolgies
Maintain pipeline information and product
Modules Licenced
category based aggregated forecast
values Sales On Line
Forecast values and rollup periodically Telesales
though hierarchy online
Supports IBF , CRM 90 Also Installed
Foundation
Where is the ROI? Baseline HR,GL,AR,TCA
Increase customer facing sales time,
revenue contribution
reducing forecast effort dramatically
forecast transparency and accuracy
through online drilldown and rollup

Enterprise Flows: CRM: Order to Compensation
Return
Order Capture Results Pick and Pack
Campaign to Order - Create Order - Order to Compensation CBF
Convert
Convert Capture
Capture Pick
Pick Pick
Pick
Quote
Quote Book
Book Pack
Pack
Campaign
Campaign Release
Release Confirm
Confirm
To
To Order
Order Order
Order
Results
Results Order
Order Order
Order
Order
Order
Ship Order Invoice and Payment
Update
Update
Ship
Ship Update
Update Generate
Generate Send
Send Receive
Receive
Installed
Installed
Order
Order Inventory
Inventory Invoice
Invoice Bill Payment
Payment
Base
Base
Compensate Sales
Representative
Calculate
Calculate Process
Process
Compensation
Compensation Payment
Payment
Vision Corporation
Quota Based
Revenue Based Sales Representative
Quantity Based
Based on Discount Marketing Manager
Given
Margin Based
Shipping Manager
Accountant

Return
CRM: Order to Compensation
Sales Teams
Capturing of Order Information Sales Management
Capturing of Invoice Information Sales Reps
Calculation of Commission Financial Administration
Payment of Commission
Paybacks Modules Licensed
Sales Online
Order Management
Incentive Compenstaion
Accounts Payables,
PayRoll
Where is the ROI?
Increased Revenue
Reduced Costs
Employee Satisfaction
Better Motivation

Enterprise Flows: CRM: Sales Force Performance to Incentive Planning
Return
Analyze Data Create Compensation Plan
Campaign to Order - Create Order - Sales Force Performance to Incentive Planning CBF
Gather
Gather Import
Import Analyze
Analyze Create
Create Set
Set Receive
Receive
Previous
Previous Historical
Historical Sales
Sales Force
Force Compensation
Compensation Sales
Sales Management
Management
Sales
Sales Data
Data Performance
Performance Plan
Plan Quota(s)
Quota(s) Acceptance
Data
Data
Quota Based Apply Approval Hierarcie
From Order Management Revenue Based Oracle Workflow
From Accounts Receivables Quantity Based
Based on Discount Given
Margin Based
Assign Quotas Revise Compensation Plan

Assign
Assign Receive
Receive
Determine
Determine Analyze
Analyze Revise
Revise
Quota(s)
Quota(s) Revise
Revise Sales
Sales
Total
Total Compensation
Compensation Compensation
Compensation
To
To Sales
Sales Quotas
Quotas Force
Force
Compensation
Compensation Rules
Rules Plan
Plan
Force
Force Acceptance
Acceptance
Based On sales Hierarchy sales Online
Activate Plan
Activate
Activate Vision Corporation
Accepted
Accepted
Plan
Plan Sales Manager
VP of Sales

Return
CRM: Sales Force Performance to Incentive Planning
Sales Teams
Analysis of Sales Force Performance Sales Management
Creation of new Compensation Plans Sales Reps
Approval of New Compensation Plans Financial Administration
Distribution of new Plans
Acceptance of New Plans by Sales Modules Licensed
Force Sales Online
Revision of Compensation Plans Sales Intelligence
Activation of Compensation Plans Incentive Compenstaion
Accounts Payables,
PayRoll
Where is the ROI?
Increased Revenue
Reduced Costs
Employee Satisfaction
Better Motivation

Enterprise Flows: CRM: Sales Forecast to Management Rollup
Return
Receive Subordinate Review Modify Forecast

Forecast Modify
Modify Opportunity
Opportunity
Worksheets
Worksheets WBF
WBF
Receive
Receive
Review
Review subordinate
subordinate Generate
Generate values
values
Subordinate
Subordinate Finalise
Finalise Aggregate
Pipeline,
Pipeline, forecast baseline
baseline forecast
forecast
Forecast
Forecast WBF
WBF values
values
Modify
Modify product
product
Category
Category Worksheets
Worksheets
View YTD Compensation WBF
WBF values
values
Pipeline transparency
Reduce sales admin time
Eliminate pipeline maintenance activities
Increase time for selling activities WBF= Worst, Best Forecast Values
Publish
Publish
Forecast
Forecast
Schedule
Schedule
Auto
Submit Rollup Forecast

Vision Corporation
Sales management, all levels

Submit
Submit Forecast
Forecast
Multiple Forecast currencies

Automated currency conversion
Online real time forecasts improve
information value and relevance
Reduce sales administration time
Reduce error potential
Auto

Return
CRM: Sales Forecast to Management Roll Up

Receive subordinate forecasts Online in Sales Managemnt
real-time Sales Administration
Review pipeline, compare forecasts, Executive and C level
apply management judgement.
Rollup forecast to next level and submit
Modules Licenced
Automatic , accurate rollup through sales
Sales On Line
hierarchy
Telesales
Sophisticated forecast reporting
Supports IBF and CRM 90
Also Installed
Foundation
Where is the ROI? Baseline HR,GL,AR,TCA
Improved forecast control and accuracy
reducing forecast and follow up effort
dramatically
Improved pipeline transparency with
online drilldown and rollup

Enterprise Flows: CRM Sub flows: Contract to Renewal
Return
Contract to Renewal Main Flow
Quote to Contract to Order to Invoice
Service Contract to Entitlement
Author to Sign Contract

Value Chain
Author to Sign Service Contract
Change Contract
Contract Termination
Expiring Contract to Renewal
Usage to Cash

Financials Projects
Enterprise Flows: CRM: Contract to Renewal
Return
Create New Contract Vision Corporation
Create
Create
Run Contract Agent
Service
Service Run Approve
Approve
Contract
Contract QA
QA Contract
Contract Contract Manager
Service Agent
New service contract QA will check if all Workflow process will
can be created form contract elements are in inform the contract Field Engineer
template, copied from line with company rules manager of new and
Accountant
an existing contract or changed contracts
entered manually.
Contract can have
service and usage
lines
Contract Billing Contract Entitlement

Submit
Submit Review
Review Service
Service Contract
Contract Fulfill
Fulfill
for
for Invoice
Invoice Request
Request Entitlement
Entitlement Service
Service
Billing
Billing Information
Information
The accountant submits New Service Request Automatic Entitlement Resolve Problem
the new contract for generated
billing and request
invoicing.
Service Charges Analyse Contracts Renew / Change / Terminate

Calculate
Calculate Invoice
Invoice Contract
Contract
Charges
Charges Charges Performance
Performance Contract
Contract Renew Terminate
Terminate
Renewal
Renewal Contract
Contract Contract
Contract
Charge for Non- Process Invoices Analyze Contract Analyze Renewal Rates
Covered items/Labour Create Opportunities
Revenue
Include in Pipeline
Create Termination
Settlement
Process Termination Actions

Return
CRM: Contract to Renewal
Create Contract Contract Manager
Approve Contract Administration
Activate Contract Service Manager
Contracts Entitlement
Contract Delivery Modules Licensed
Contract Billing
Contract Analysis Sales Contracts
Contract Renwal Service Contracts
Contract Termination Accounts Receivables
Service Intelligence
Where is the ROI?
Improved Billing Accuracy

Reduced Contract Leakage
Faster Time to Activation
Reduction of Pricing Errors
Reduced Headcount
Easier Auditing

Enterprise Flows: CRM: Quote to Contract to Order to Invoice
Return
Create Opportunity Assign Opportunity Work Opportunity
Review
Review Contact
Contact Update
Update Identify
Identify
Create
Create Opportunity
Opportunity Prospect
Prospect Opportunity
Opportunity Problems
Problems
Opportunity
Opportunity
Contr Details
Details Details
Details
act to
Order
Manualk or Auto Assignment Manager Apply Methodology
Create Quote Contract Creation
Enter
Enter
Convert
Convert Create
Create
Update
Update Contract
Contract QA
QA
Opportunity
Opportunity New
New
Quote
Quote Terms
Terms and Contract
Contract
To
To Quote
Quote Contract
Contract Conditions
Conditions
Auto Apply Opportunity Apply Contract Templates
Details
Obtain Approval Create Order / Activate Contract

Convert
Convert
Submit
Submit Update
Update View
View
Quote
Quote Book
Book
For
For Installed
Installed Service
Service
To
To Order
Approval
Approval Base
Base Contract
Contract
Order
Order
Vision Corporation
Generate Invoice
Sales Manager
Sign/
Sign/ Sales Representative
Approve
Approve Create
Create Generate
Generate
Activate
Contract
Contract Order Invoice
Invoice
Contract
Contract Contract Agent
Applies Approval Hierarchie Accountant
Contract Manager

Return
CRM: Quote to Contract to Order to Invoice
Opportunity Management Sales Teams
ForeCasting Contract Manager
Quote Management Administration
Contract Definition Service Manager
Contract Approval Modules Licensed
Contract Activation
Contract Execution Sales Contracts
Contract Billing Sales Online
Inventory
Accounts Receivables
Quoting
Where is the ROI?
Efficiency Improvement
Tighter Contract Administration
Integrated Forecasting
Faster Activation

Enterprise Flows: CRM: Service Contract to Entitlement
Return
Create Template Create New Contract Vision Corporation
Create
Create Service
Service Review/
Review/ Update
Update Service Contract
Contract Quality Contract Agent
Contract Service
Service Quality Approve
Approve
Template
Template Contract
Contract Approval
Approval Contract
Field Service Dispatcher

Apply Standard T&Cs Apply Pricing Apply Quality Rules Apply Approval Workflow Field Engineer
Define Coverage Apply Discounts Correct Quality Issues Make Corrective Actions
Apply T&Cs Sign Accountant
Bill Contract Manage Service Request

Feedback
Feedback Create
Create Assign
Assign
Billing
Billing Invoice
Invoice Service
Service Service
Service Resource
Resource
Information
Information Request
Request Task
Task for
for Task
Automatic Billing Based Review Billing Historie Route Request Qualify Request Assignment Engine
on Billing Rules Assign Agent Task Template
Screenpop Assign Task
Search Knowledge Base
Fulfill Service Manage Service Charges Update History

Fulfill
Fulfill Create
Create Check
Check Review
Review
Service
Service Service
Service Contract
Contract Invoice
Invoice Billing
Billing
Request
Request Report
Report Entitlement
Entitlement Charges History
History
Schedule Engineer Debrief Apply Coverage Apply Billing Schedule Invoice Details
Time and Material Apply T&Cs Apply Invoicing Rules Payment Details
Additional Info Apply Payment Terms

Return
CRM: Service Contract to Entitlement
Contract Manager
Manual Contract Definition Administration
Contract Quality Control Service Manager
Contract Approval
Contract Activation
Contract Entitlement Modules Licensed
Contract Billing
Invoice Control Service Contracts
Service Online
Where is the ROI?
Efficiency Improvement
Improved Customer Service
Better Dispute Control

Enterprise Flows: CRM: Author to Sign Contract
Return
Contract Contract Creation Contract Approval
Request Contract to renewal - Author Contract - Author to Sign Core Contract CBF
Create
Create Submit
Submit
Add
Add Obtain
Obtain
Contract
Contract QA
QA Contract
Contract
New
New Contract
Contract Contract
Contract
From
From Contract
Contract For
Contract
Contract Parties
Parties Approval
Template
Template Approval
Approval
Apply QA Rules
Copy
Copy Contract Add
Add Apply Approval Hierarchie
From
From Contract
Contract Manage Escalations
Existing
Existing Line
Line
Contract Items
Items
Create
Create Add
Add
Contract
Contract Contract
Contract
From
Rules
Rules
Quote
Quote Vision Corporation
Create Contract Agent

Create Add
Add
Contract
Contract Contract
Without
Without Articles
Articles
Template
Template
Account Manager
Add
Add
Contract
Contract Business World
Conditions
Conditions
Prospect
Sign Contract Activate Contract Evaluate Contract

Sign/ Create
Create Fulfill
Fulfill Create
Create Complete
Complete
Activate
Activate Contract
Contract Contract
Contract Contract
Contract Survey
Survey
Contract
Contract Deliverables
Deliverables Obligations
Obligations Survey
Fulfill Contract Commitments iSurvey

Return
CRM: Author to Sign Contract
Automates the contract creation and Sales Teams
approval process Contracts Managers
Admin Teams
Authoring Contracts using Copy,
Versions Templates etc.
Allows companies to maintain one global Modules Licensed
contracts database Sales Contracts
Contracts Intelligence
Where is the ROI?

Reduced Admin
Reduced Mistakes

Enterprise Flows: CRM: Author to Sign Service Contract
Return
Contract Create New Service Contract Obtain Approval
Request Contract to renewal - Author Contract - Author to Sign Service Contract CBF
Enter
Enter Enter
Enter
Add QA
QA
Service/
Service/ Contract
Contract
New
New Contract Contract
Contract
Usage
Usage Billing
Billing
Contract
Contract Parties
Parties Contract
Contract Lines
Lines Details
Details
Submit
Submit
Add
Add Contract
Contract For
For
Contract
Contract Approval
Approval
Rules
Rules
Enter
Obtain
Obtain
Renewal
Renewal Approval
Approval
Re-pricing
Rules
Rules
Print
Print
Determine
Determine Letter
Letter For
For
Billing
Billing Define
Define Define
Define Customer
Customer
Schedule
Schedule Usage
Usage Usage
Usage Review
Review
Type
Type Pricing
Pricing Contract
Payment Obtain
Obtain
Enter
Enter Customer
Customer
Sales Define
Define Enter
Enter Approval
Approval
Credit
Credit Edit
Edit Covered
Covered Credit
Credit Card
Card
Coverage
Coverage Level
Level And
And Information
Information
Pricing
Pricing Activate Contract
Cascade
Cascade Activate
Activate
Pricing
Pricing To
To Contract
Contract
Contract
Contract
Lines
Lines
Vision Corporation
Contract Agent
Business World
Contract Manager Customer

Return
CRM: Author to Sign Service Contracts
Authoring Contracts using Copy, Sales Teams
Versions Templates etc. Contracts Managers
Admin Teams
Adding Billing, Usages and Coverages
Periodic and Usage billing
Quotes & Installed Base Updates Modules Licensed
Versioning and Change Control Service Contracts
Approval & Event Management Accounts Receivables
Contract Intelligence
Renewals
Where is the ROI?

Manage Service to the Contract
Reduced Admin
Reduced Mistakes
Accurate Bills
More Profitable Contracts

Enterprise Flows: CRM: Change Contract
Return
Inquiry to Entitlement - Fulfill Contract Obligations - Change Contract CBF

Select Contract Requiring Change Obtain Approval Create New Version
Select
Select Submit
Submit Obtain
Obtain Change
Change Create
Create Run
Run QA
QA
Change
Core/Service
Core/Service Change
Change Request
Request Contract
Contract On
On
Contract
Contract
Contract
Contract Request
Request Approval
Approval Version
Version Contract
Contract
Contract Search Apply Hierarchie Version Management

Contract Launchpad Article Management
Close Request
Close
Close
Change
Change
Request
Request
Vision Corporation
Contract Agent
Contract Manager

Return
CRM: Change Contract
Complete contracts change process Sales Teams
Communication between Departments Contracts Managers
Admin Teams
Version Management
Approval Management
Quality Assurance Modules Licensed
Sales Contracts
Service Contracts
Where is the ROI?
Reduced Administration
Reduced Mistakes
Better Control
Automatic Application

Enterprise Flows: CRM: Expiring Contract to Renewal
Return
Select Contracts for Renewal Consolidate Contract
View
View Notify
Notify Select
Select
Execute
Execute Consolidate
Consolidate
Contracts
Contracts Select
Select Sales
Sales Rep.
Rep. Contracts
Contracts
Renewal
Renewal The
The
For Contract
Contract Of
Of Contract
Contract For
For
Rules
Rules Contracts
Contracts
Renewal
Renewal Expiry
Expiry Consolidation
Consolidation
Renewal Rules
Change Contract Obtain Approval
Change
Change Print
Print Letter
Letter
Submit
Submit
Contract
Contract QA
QA Approve
Approve For
Contract
Contract
Terms
Terms And
And Contract
Contract Contract
Contract Customer
Customer
Approval
Approval
Conditions
Conditions Review
Review
Version Management Apply Approval Hierarchie
Update History
Renew Contract
Accept
Sign
Sign Renew
Renew
Contract
Contract
Contract Contract
Contract
Conditions
Conditions
Business World
Via Web, iSupport
Customer
Vision Corporation
Renew
Renew
Contract
Contract Contract Agent
Automatically
Automatically
Contract Manager

Return
CRM: Contract to Renewal
Contract Renewal process Sales Teams
Automatic Assignment Contracts Managers
Admin Teams
Price Adjustments
Quality Assurance
Approval Management Modules Licensed
Opportunity Creation Sales Contracts
Service Contracts
Sales Online
Where is the ROI?

Proactive Contract Renewal
Reduced Admin
Reduced Mistakes
More Profitable Contracts
Lower Termination Rates

Enterprise Flows: CRM: Contract Termination
Return
Request Select Contract Terminate Contract

Termination
Notify
Notify
Select
Select Record
Record Cancel
Cancel Account
Account Mgr
Mgr //
Request
Request Contract
Contract Terminate
Terminate
Termination
Termination Contract Purchasing Mgr
Termination
Termination For
For Contract
Contract
Reason
Reason Obligations
Obligations Of
Of Contract
Contract
Termination
Termination Termination
Termination
Renewal Rules Renewal Rules Termination Actions
Invoice
Gather
Gather Bill
Bill
Billing
Billing Settlement
Settlement
Information
Information
Ok Albert
Vision Corporation
Business World Contract Agent
Customer Accounting Clerk

Return
CRM: Contract Termination
Automates Contract termination process Sales Teams
Assures Right Financial Termination Contracts Managers
Admin Teams
Assures Right Logistic Termination
Updates Intelligence
Ends Service Delivery Modules Licensed
Creates Final Setlement Sales Contracts
Termination Information Service Contracts
Where is the ROI?
Improved Customer Satisfaction

Reduces Billing Errors
Reduces Admin
Stores information for Future Selling
Automatic ends Service Entitlement

Enterprise Flows: CRM: Usage to Cash
Return
Create Usage Define Usage and Usage Pricing Obtain Approval
Contract
Author
Author Define
Define Define
Define Submit
Submit
Select
Select Approve
Approve
Usage
Usage Usage
Usage Usage
Usage For
Counter
Counter Contract
Contract
Contract
Contract Type
Type Pricing
Pricing Approval
Approval
Set-Uo Counters and Apply Approval Hierarchie

Events
Service Contract Usage to Cash
Price Breaks
Invoice Perform / Verify Reading Bill Settlement
Capture
Capture Settlement
Settlement Generate
Generate
Generate
Generate Counter
Counter For Invoice
Invoice // Credit
Credit
Invoice
Invoice Reading
Reading Usage
Usage Memo
Memo
Phone/Web
Perform / Verify Reading Invoice

Vision Corporation
Contract Agent
Capture
Capture Settlement
Settlement Generate
Generate
Counter
Counter For
For Contract Manager
Invoice
Invoice
Reading
Reading Usage
Usage
Accounting Clerk
Verification Rules
Field Service Engineer

Return
CRM: Usage to Cash
Service Delivery based on Sales Teams
Usage/Volumes Contracts Managers
Pricing and Discounting based on Admin Teams
Usage/Volumes
Billing Based on Usage/Volumes Modules Licensed
Enables Preventive Maintenance
Service Contracts
Where is the ROI?

Improved Service Delivery
Higher Customer
satisfaction
Higher Contract Revenue

Enterprise Flows: CRM Sub flows: Problem to Resolution
Return
Problem to Resolution Main Flow
Customer Inquiry to Entitlement
Inbound Call to Repair Request
Inbound Call to Dispatch
Spare Parts Replenishment

Value Chain
Inbound Call to Escalation
Self Service to Web Call Back
Self Service to Dispatch
Self Service to Escalation

Financials Projects
Enterprise Flows: CRM: Problem to Resolution
Return
Answer Call Review ProblemQuota Based Check Entitlement Create Service Assign
Service Request to Resolution - Resolve Problem - Service RequestRequest
to Resolution CBF Resource
Agent
Agent Assign
Assign
Gather
Gather Review
Review Create
Create
Receives
Receives Check
Check Service
Service
Problem
Problem Installed
Installed Service
Service
Screen
Screen Entitlement
Entitlement Request
Request
Information
Information Base
Base Request
Request
Pop
Pop Resource
Resource
Call Center Apps Scripting Contrcats Assignment Manager
Speed
Ease of Use
Resolve Issue
Search
Search Create
Create Resolve
Resolve
Knowledge
Knowledge Task
Task Issue
Issue
Base
Base
Sympton Task Templates

Cause
Action
Process Charges and Close Request
Update
Update Close
Close
Process
Process
Knowledge
Knowledge Service
Service Vision Corporation
Charges
Base
Base Request
Request
Customer Service Manager
Customer Service Representative

Return
CRM: Problem to Resolution

Multichannel , web and tele-support Customer Service
process integrated out of the box Technical Service
Intelligent assignment of call back Consumer Complaints
request to agent or rep Customer
Track resolution and Escalate problems Modules Licenced
Gain customer insight through web i support
survey online Teleservice
Check Entitlement Advanced Inbound
Where is the ROI? Scripting
Reduce Customer Retention Contracts for service
Reduce Cost
Improve Customer Satisfaction
Also Installed, included
Increase Service Revenue CRM Foundation,TCA

Enterprise Flows: CRM: Customer Inquiry to Entitlement
Return
Interact with Customer
Agent
Agent Agent
Agent Review
Review
Receives
Receives Identifies
Identifies Customer
Customer
Call
Call from
from Customer
Customer Information
Information
Customer
Customer
Call Center Apps Screenpop
Advance Searchings
Check Entitlement Create Service Request
Determine
Determine Select
Select Create
Create
Check
Check
Contact
Contact Appropriate
Appropriate Service
Service
Entitlement
Entitlement
Reason
Reason Entitlement Request
Request
Contracts Service Online
Vision Corporation

Return
CRM: Customer Inquiry to Entitlement

Process Customer Request Customer Service
Check Customer Contract Technical Service
Check Entitlement Contract Manager
Deliver Right Service Customer
Modules Licenced
i support
Teleservice
Advanced Inbound
Improved Customer Satisfaction Contracts for service
Delivery of the Right Service
Increased Agent Efficiency
CRM Foundation,TCA

Enterprise Flows: CRM: Inbound Call to Repair Request
Return
Gather Problem Information Check Entitlement and Create Service Request
Agent
Agent Assign
Assign
Service Request to Resolution
Gather
Gather - Resolve Problem - Service Request to
Review
Review Depot CBF
Create
Create
Receives
Receives Check
Check Service
Service
Problem
Problem Installed
Installed Service
Service
Screen
Screen Entitlement
Entitlement Request
Request
Information
Information Base
Base Request
Request
Pop
Pop Resource
Resource
Search for Solution Create RMA Receive Item

Review
Review
Search
Search Estimate
Estimate Book
Book
Charges
Charges Create
Create Receive
Receive
Knowledge
Knowledge Service
Service Order
Order
With
With RMA
RMA Product
Product
Base
Base Charges
Charges (RMA)
(RMA)
Customer
Customer
Inspect Item Send to Technician Repair Product and Capture Changes/Costs

Capture
Capture
Book/
Book/ Update
Inspect
Inspect Repair Resolution
Resolution
Change
Change Installed
Installed
Product
Product Product
Product Activity
Activity
Order
Order Base
Base Costs
Costs
Close Service Request

Close
Close Load Create
Create Book
Book
Calculate
Calculate
Service
Service Entitlement
Entitlement Charge
Charge Charge
Charge
Charges
Charges Vision Corporation
Request
Request Date
Date Order
Order Order
Order
Customer Service
Manager
Pick, Pack, and Ship Item
Customer Service
Representative
Pick
Pick Pack
Pack Ship
Ship Generate
Generate Technician
Product
Product Product
Product Product
Product Invoice
Invoice
Accountant

Return
CRM: Inbound Call to Repair Process

Process of Service Request Customer Service
Check of Contract Entitlement Technical Service
Process of Return Contract Manager
Inspection and Estimates Customer
Repair Process Modules Licenced
Shipping Process Teleservice
Invoicing Process Advanced Inbound
Scripting
Where is the ROI? Contracts for service
Increased Revenue
Reduced Costs
Improves Repair Process
Shorter Time to Fix CRM Foundation,TCA, WIP,
Higher Customer Satisfaction BOM, INV

Enterprise Flows: CRM: Spare Parts Replenishment
Return
Create Stock List Pick, Pack, and Ship

Warehouse
Warehouse
Create
Create Planner
Planner Auto-
Auto- Warehouse
Warehouse Warehouse
Warehouse Creates
Creates
Authorized
Authorized Runs
Runs Min-
Min- Create
Create Creates
Creates And
And Picks
Picks Part(s) Pack
Pack List
List
Stock
Stock List Max
Max Move
Move Prints
Prints And
And Confirms
Confirms And
And Confirms
Confirms
For
For Technician Report
Report Orders
Orders Pick
Pick List
List Pick
Pick List
List Shipment
Shipment
Car Stock Order New Items Based on Delivery
Route
Receive Order
Technician
Technician
Receives
Receives
Replenishment
Shipment
Shipment
Overnight Delivery
Vision Corporation
Planner
Shipping Manager
Spare Part Dispatcher
Technician

Return
CRM: Spare Parts Replenishment

Control of Spares Stock Levels Customer Service
Automatic Replenishment Planning
Manual Replenisment Service Manager
Shipping and Receiving Engineers
Modules Licenced
Spares Management
Where is the ROI?

More Accurate Stock Levels
Improved Customer Satisfaction
Reduce Costs
Less Obsolete Stock CRM Foundation,TCA

Enterprise Flows: CRM: Inbound Call to Dispatch
Return
Answer Call Gather Problem Information Check Entitlement and Create Service Request
Agent
Agent Assign
Assign
ServiceGather
Request to Resolution
Gather - Resolve Problem - Service Request to Create
Review
Review Dispatch CBF
Create
Receives
Receives Check
Check Service
Service
Problem
Problem Installed
Installed Service
Service
Screen
Screen Entitlement
Entitlement Request
Request
Information
Information Base
Base Request
Request
Pop
Pop Resource
Resource
Search for Solution and Assign Technician

Assign
Assign
Search
Search Initiate
Initiate Review
Review Pool
Pool Assign
Assign
Create
Create Task
Task
Knowledge
Knowledge Field
Field Of
Of Available
Available Field
Field
Task
Task To
To
Base
Base Dispatch
Dispatch Technicians
Technicians Technician
Technician
Dispatcher
Dispatcher
Monitor Technician Perform Field Visit Close Request

Technician
Technician Technician
Technician
Commit
Commit Monitor
Monitor Close
Close
Performs
Performs Complete
Complete Close
Close
Technician
Technician Service
Service
Field
Field Field
Field Task
Task
Schedule
Schedule Schedule
Schedule Request
Request
Visit
Visit Service
Service Report
Report
Update Information/Capture Costs and Changes Order

Capture
Capture
Update
Update Load
Load Create
Create Book
Book
Resolution
Resolution Calculate
Calculate
Knowledge
Knowledge Entitlement
Entitlement Charge
Charge Change
Change
Activity
Activity Charges
Charges
Base
Base Date
Date Order
Order Order
Order
Costs
Costs
Invoice Vision Corporation
Generate
Generate Dispatcher Customer Service Manager
Invoice
Invoice
Accountant
Technician

Return
CRM: Inbound Call to Dispatch

Process of Service Request Customer Service
Check of Contract Entitlement Planning
Assignment of Resources Contract Manager
Planning Field Visit Engineer
Debrief Modules Licenced
Closing of Field Service Request Teleservice
Advanced Inbound
Contracts for service
Where is the ROI? Field Service (mobile)
Scheduling
Increased Revenue
Reduced Costs
Improves Field Service Process
Shorter Time to Fix CRM Foundation,TCA
Higher Employee Satisfaction
Higher Engineer Efficiency

Enterprise Flows: CRM: Inbound Call to Escalation
Return
Answer Call Gather Problem Information
Agent
Agent Assign
Assign
ServiceGather
Request to Resolution
Gather - Resolve Problem - Service Request to Create
Review
Review Dispatch CBF
Create
Receives
Receives Check
Check Service
Service
Problem
Problem Installed
Installed Service
Service
Screen
Screen Entitlement
Entitlement Request
Request
Information
Information Base
Base Request
Request
Pop
Pop Resource
Resource
Escalates Service request Manage Escalation

Update
Update Service
Service
Review
Review service
service Request
Request Receive
Receive Escalation
Escalation Manage
Manage Escalation Request
Request status
status
requests
requests Escalation
Escalation Notification
Notification Online
Online
Enter resolution and

View Status, Notes One click escalation respond by dates Automated assignment Automated or manual
Reduce Service costs for immediate confirmation customer controls urgency escalation management
by territory into UWQ business rule monitor for
non critical SRs
proactive mgmt
Customer Monitors Status Survey Customer Online Business World
Customer
Monitor
Monitor Esc status Obtain
Obtain Customer
Customer
Feedback
Feedback
Vision Corporation
View SR Status, update with Gain insight via online
notes feedback from customer Dispatcher Customer Service Manager

Accountant
Technician

Return
CRM: Inbound Call to Escalation

Process Request through Call Center Customer Service
Intelligent , interactive management of Technical Service
escalation requests Consumer Complaints
Customer feedback process though web
surveys Modules Licenced
Advanced Inbound
Teleservice
Scripting
Where is the ROI?
Improved customer retention through
superior customer experience Also Installed
Online survey reduces cost of feedback CRM Foundation,TCA
collection and improves customer
satisfaction

Enterprise Flows: CRM: Self Service to Web Callback
Return
Customer Login Customers Information Displayed Customer reviews information
Display
Display
Customer
Customer Customer
Customer Extract
Extract Personalized
Personalized
Enters
Enters Logs
Logs On/
On/ Customer
Customer Review
Review FAQ,
FAQ, Top
Top 20,
20, bins,
bins, news
news
Web
Web
Website
Website Registers
Registers Info/entitlement
Info/entitlement Content
Content
Portal access Secure self registration Personalised service

Push Knowledge out
Business and individual Enhanced customer Review
Review service
service Reduce service delivery
users supported experience requests,
requests, cost
installed
installed base
base Improve satisfaction
through 24/7 self service
Perform web surveys
Review
Review
forum,respond
forum,respond to
to
survey
survey
Search for Solution Contact Customer

Customer
Customer Route
Route Call
Call
Search
Search Customer
Customer Assess
Assess
Enters
Enters Request
Request To
To Contact
Contact
Knowledge
Knowledge Requests
Requests Customer
Customer
Problem
Problem Customer
Customer Customer
Customer
Base
Base Assistance
Assistance Situation
Situation
Information
Information Service
Service Rep
Rep
Multilanguage support Self learning Integrated Channels out of Auto assign best agent 360 degree view across Prioritised work list delivers
Advanced search low administration cost the box based on skills, availability business immediate response
User defined SR template No hidden integration costs Rep accesses an agent KPIs , service history visible Improve customer retention
work portal UWQ superior customer
experience
Process Service Request Survey Customer Online Vision Corporation

Workflow Managed
Continue
Continue To
To Obtain
Obtain Customer
Customer Customer Service Representative
Process
Process Feedback
Feedback with
with web
web
Service
Service survey
survey Support Agent
Request
Request Business World
Gain insight via online Customer

feedback from customer

Return
CRM: Self Service to Web Callback

Multichannel , web and tele-support Customer Service
process integrated out of the box Technical Service
Intelligent assignment of call back Consumer Complaints
request to agent or rep Customer
Track resolution and Escalate problems Modules Licenced
Gain customer insight through web i support
survey online Teleservice
Covers IBF CRM 90 flows Advanced Inbound
Enhance customer retention through Contracts for service
interaction on demand
Reduce cost of first line call by delivering Also Installed, included
initial self resolution capability CRM Foundation,TCA
Online survey reduces cost of feedback Baseline GL,AR,HR
satisfaction

Enterprise Flows: CRM: Self Service to Dispatch
Return
Display
Display
Customer
Customer Customer
Customer Extract
Extract Review
Review service
service
Personalized
Personalized Review FAQ, Top
Enters
Enters Logs
Logs On/
On/ Customer
Customer requests,
requests,
Web
Web 20,
20, bins,
bins, news
news
Website
Website Registers
Info/entitlement installed
installed base
base
Content
Content
Push Knowledge out
Business and individual Enhanced customer
Review
Review Reduce service delivery
forum,respond cost
users supported experience forum,respond Improve satisfaction
to
to survey
survey through 24/7 self service
Perform web surveys
Search for Solution Check Entitlement and Create Service Request

Customer
Customer Assign
Assign
Search
Search Customer
Customer Create
Create
Enters
Enters Check
Check Service
Service
Knowledge
Knowledge Requests
Requests Service
Service
Problem
Problem Entitlement
Entitlement Request
Request
Base
Base Assistance
Assistance Request
Request
Information
Information Resource
Resource
Search for Solution and Assign Technician

Assign
Assign
Search
Search Initiate
Initiate Review
Review Pool
Pool Assign
Assign
Create
Create Task
Task
Knowledge
Knowledge Field
Field Of
Of Available
Available Field
Field
Task
Task To
To
Base
Base Dispatch
Dispatch Technicians
Technicians Technician
Technician
Dispatcher
Dispatcher
Monitor Technician Perform Field Visit Close Request

Technician
Technician
Commit
Commit Monitor
Monitor Close
Close
Performs
Performs Complete
Complete Close
Close
Technician
Technician Service
Service
Field
Field Field
Field Task
Task Business World
Schedule
Schedule Schedule
Schedule Request
Request
Visit
Visit Service
Service Report
Report
Customer
Vision Corporation
Support Agent
Return
CRM: Self Service to Dispatch

Process of Service Request by Web Customer Service
Check of Contract Entitlement Planning
Assignment of Resources Contract Manager
Planning Field Visit Engineer
Debrief Modules Licenced
Closing of Field Service Request Teleservice
iSupport
Contracts for Service
Where is the ROI? Field Service (mobile)
Scheduling
Increased Revenue
Reduced Costs
Improves Field Service Process
Shorter Time to Fix CRM Foundation,TCA
Higher Employee Satisfaction
Higher Engineer Efficiency

Enterprise Flows: CRM: Self Service to Escalation
Return
Display
Display
Customer
Customer Customer
Customer Extract
Extract Review
Review FAQ,
FAQ,
Personalized
Personalized
Enters
Enters Logs
Logs On/
On/ Customer
Customer Top
Top 20,
20, bins,
bins,
Web
Web
Website
Website Registers
Info/entitlement news
Content
Content
Business and individual Enhanced customer Push Knowledge out
users supported experience Reduce service delivery
Review
Review forum,
forum, cost
account, Improve satisfaction
account,
through 24/7 self service
installed
installed base
base Perform web surveys
Escalates Service request Manage Escalation

Update
Update Service
Service
Review
Review service
service Request
Request Receive
Receive Escalation
Escalation Manage
Manage Escalation Request
Request status
status
requests
requests Escalation
Escalation Notification
Notification Online
Online
Real time update to web

Automated assignment by Automated or manual Reduces no of redundant
View Status, Notes One click escalation Enter resolution and territory into UWQ escalation management
Reduce Service costs for immediate confirmation respond by dates phone calls
business rule monitor for
non critical SRs customer controls urgency proactive mgmt
Customer Monitors Status Survey Customer Online
Monitor
Monitor Esc status Obtain
Obtain Customer
Customer Workflow Managed
Feedback
Feedback Vision Corporation
View SR Status, update with

notes Gain insight via online Customer Service Representative
feedback from customer Business World
Support Agent Customer

Return
CRM: Self Service to Escalation

Interactive pre integrated web self Customer Service
service and agent tele-service process Technical Service
Intelligent , interactive management of Consumer Complaints
escalation requests
Customer feedback process though web Modules Licenced
surveys
i support
Covers IBF , CRM 90 flows Teleservice
Scripting
Where is the ROI?
24/7 Self service reduces cost of service
delivery , freeing expensive call agent Also Installed
time CRM Foundation,TCA
Improved customer retention through Baseline GL,AR,HR
superior customer experience
Online survey reduces cost of feedback
satisfaction

Enterprise Flows: SC Sub flows: Concept to Release
Return
Design Phase
Business Flow Selector Front Panel

Proposal Phase
Value Chain

Financials Projects
Enterprise Flows: SC: Design Phase
Return
Contract Review Process
Contract
Contract Contract
Contract Phase
Phase
Award
Award Clarification
Clarification Review
Review
&&
Amendment
Amendment
Award contract Answer RFI Review documents
Provide specification Agree changes Review progress
Agree procedures Amend contract as Review analyses
required
Design Phase
Assemble
Assemble Distribute High
High Level
Level Detail
Detail Phase
Phase Development
Development Process
Process
Project
Project Tasks
Tasks Design
Design Design
Design Review
Review Release
Release Review
Review
Team
Team
Review requirements Create project plan & Load design scheme Define items Support customer Release drawings Continuous process!
Allocate resources WBS Initial BOM Development BOM review process Release items Monitor performance
Agree procedures Identify resources Manage RFI Manage issues Review subcontract Release P/Os Feedback & process
Allocate tasks Manage issues Manage change elements, report to adjustment for
Place subcontracts Manage change (subcontract customer continuous
Set procedures amendment as reqd) GO / NO GO improvement
External Resources Approval Review

Assemble
Assemble High
High Level
Level Internal
Internal Phase Development
Development
Team,
Team, &
& Detail
Detail Review
Review Review Release
Release
Distribute
Distribute Design
Design
Tasks
Tasks
(As Design Phase (As Design Phase Design for mfr Support customer As above
process above) process above) Design for assy review process
Review requirements Load documents Design for test GO / NO GO
Agree Procedures Load sub-BOM(s) Design for support
Load sub-project Manage RFI, issues,
change
Vision Corporation
Sales & Marketing Commercial

Supplier Customer
Design Operations
Supplier Customer
Projects Customer Support
Return
SC: ETO: Design Phase
Modules Licenced
OPDX, CADView-3D, iMeeting
Sourcing or OEX
PRM, Contracts, Projects
Where is the ROI?

Enterprise Flows: SC: Proposal Phase
Return
Vendor Selection Process
Raise
Raise RFx
RFx Select
Vendor
Vendor
Load document Evaluate weighted

Commercial & attributes & responses
technical attributes Prepare contract
Create negotiation Award contract
Invite vendors
Sales Process
Distribute
Distribute Conceptual Submit
Submit
Tasks
Tasks Design
Design Proposal
Proposal
Create mini-project Load design scheme Answer attributes

Identify resources Invite team, partner & Prepare & submit
Allocate tasks supplier contributions proposal
Collaboration tools
2D & 3D mtgs
Ts & Cs, Pricing
External Resources
Vision Corporation
Prepare
Prepare Submit
Submit Sales & Marketing Commercial
Proposal
Proposal Proposal
Proposal
Design Operations
Projects Customer Support

As above
As Proposal process
above
Supplier Customer
Supplier Customer

Return
SC: Proposal Phase
Modules Licenced
OPDX, CADView-3D, iMeeting
Sourcing or OEX
PRM, Contracts
Where is the ROI?

Enterprise Flows: SC Sub flows: Forecast to Plan
Return
Forecast to Plan (Discrete)

Forecast to Plan with Manufacturing Scheduling
Forecast to Plan with Inventory Optimization

Value Chain

Financials Projects
Enterprise Flows: SC: Forecast to Plan with Manufacturing Scheduling (1 of 2) 2/2
Forecasting & Demand Management (PFS02) Roles

PF2004
PF2004 PF1967
PF1967 PF2011
PF2011 PF2021
PF2021 PF2005
PF2005
Establish Planning Mgr
Establish Collect
Collect Generate
Generate Review
Review && Consume
Consume
Forecast
Forecast &
& Demand
Demand Forecast
Forecast Forecast
Forecast Revise
Revise Forecast
Forecast Forecast
Forecast
Management Demand Mgr.
Management Policies
Policies Data
Data
Demand Planner
Establish Forecast rules, Collect Historical Sales Generate statistical Review forecasts on a Define forecast
methods, demand and Shipments Data to forecast based on sales regular basis and revise consumption policies and
management policies, use for statistical and shipment history. as needed. consume forecasts. Production Planner
reporting mechanisms, forecasts.
etc.
Production Planning (PFS04)

PF2029
PF2029 PF2031
PF2031 PF2037
PF2037 PF2038
PF2038
Identify
Identify Define
Define Collect
Collect Run
Run
Plan
Plan Planning
Planning Planning
Planning Production
Production
Type
Type Options
Options Data
Data Plan
Plan
Specify DRP, MPS, or Define Planning Options Collect planning data Launch Production Plan
MRP Plan Types and how for each plan type, from the transaction
they will inter-relate including constraint types system
and aggregation levels

PF2039
PF2039 PF3002
PF3002 PF3003
PF3003 PF3004
PF3004 PF3005
PF3005
Analyze
Analyze Adjust
Adjust Simulate
Simulate Collaborate
Collaborate Implement
Implement
Plan,
Plan, KPIs
KPIs and
and Plan
Plan with
with Revised
Revised on
on Revised
Revised Revised
Revised
Exceptions
Exceptions Constraints
Constraints Constraints
Constraints
Analyze Plan, KPIs, Make manual Run the plan in Collaborate with internal Implement the revised
exception messages and adjustments to the plan simulation mode with and external parties to constraints based on the
counts prior to releasing based on plan review and revised constraints to agree on revised collaboration results.
orders from the plan new information model potential solutions constraints.
to limitations.

Enterprise Flows: SC: Forecast to Plan with Manufacturing Scheduling (2 of 2)
Return
Production Activity Control (PFS05)

PF0025
PF0025 PF1161
PF1161
Release
Release Release
Release
Procurement
Procurement Production
Production
Schedule
Schedule Schedule
Schedule
The Planner releases a The Planner releases
list of Items requiring the Production
procurement. Schedule
Shop Floor Scheduling (OPS01) Roles

OP0681
OP0681 OP0683
OP0683 OP1164
OP1164 OP1162
OP1162 Planner
Manage
Manage Manage
Manage Machine
Machine Schedule
Schedule Schedule
Schedule Operational
Operational
Labor
Labor and
and Other
Other Plan
Plan Shop
Shop Shop
Shop Management
Management Production Scheduler
Requirements
Requirements Requirements
Requirements Floor
Floor Floor
Floor Tools
Tools Material Manager
The scheduler manages Manage the availability of ANALYZE SHOP FLOOR ADJUST SHOP FLOOR
and adjusts the labor machinery and equipment SCHEDULE SCHEDULE Plant Personnel
schedules and reviews to meet the production The scheduler reviews The scheduler identifies
allocations to various schedule. the exceptions generated shop floor requirements Quality Manager
work centers. during the scheduling of that can be adjusted and
the Shop Floor. Capacity constraints that
can be adjusted
Shop Floor Scheduling (OPS01)

OP1164
OP1164 OP1164
OP1164 OP1162
OP1162
Schedule
Schedule Schedule
Schedule Identify
Identify
Shop
Shop Shop
Shop Shortages
Shortages
Floor
Floor Floor
Floor
SIMULATE SHOP FLOOR PLAN IMPLEMENT REVISED SHOP FLOOR Identify material
The scheduler modifies Discrete PLAN shortages and determine
requirements and Capacity Constraints Once the scheduler has simulated a the impact on the shop
and simulates a reschedule of the Shop Shop Floor Plan that is acceptable, the floor schedule. Expedite
Floor. This is an iterative process until scheduler implements the revised or reschedule.
the scheduler finds a Plan that is Requirements, Constraints and
acceptable. Schedule.

Enterprise Flows: SC: Forecast to Plan Discrete Manufacturing
Return
Edit Forecast Review Notification Review Forecast Increase Submit Forecast

Supply
Supply Chain
Chain Portal Demand
Demand Planning
Planning Demand Planning
Exchange
Exchange Views
Views Notification
Notification View
View General
General Submit
Submit Forecast to
Edit
Edit of
of Forecast
Forecast Increase
Increase in
in Inventory
Inventory
Forecast
Forecast Increase Forecasts
Forecasts Optimization
Optimization
Customer buyer Vision Planner Vision Planner notices Vision Planner

decides the Vision wonders if the a general trend of submits forecast
Pads will be big increase is a trend. increases in the increase to Inventory
sellers in their stores. Is the campaign really forecast. Optimization
taking off?
Review Inventory Plans Review Planning Exceptions Review and Respond to Notification
Inventory
Inventory Optimization
Optimization Advanced
Advanced Supply Chain Advanced
Advanced Supply
Supply iSupplier
iSupplier Portal iSupplier
iSupplier Portal
Portal
Review
Review and
and Planning
Planning Chain
Chain Planning
Planning Reviews
Reviews Increase
Increase
Select
Select an
an Review
Review Shortage
Shortage Send
Send Notification
Notification Notification
Notification Available
Available
Inventory Plan Exceptions
Exceptions to
to Supplier
Supplier of
of Capacity
Capacity Shortage Capacity
Capacity
Based on the Vision Planner sends Allied Manufacturing contact Allied Manufacturing
Vision Planner increase in the notification of the reviews notification of capacity increases capacity
selects the plan forecast, Vision capacity issue to the shortage. on-line.
which provides the Planner notices a supplier. Allied Manufacturing
highest profit capacity issue at a determines they can meet the
key supplier. shortage.
Vision Corporation
Allied Mfg Sales Rep

Return to SCM Flow Vision Planner
SmartBuy Buyer
Enterprise Business Flows version Draft 2.5 28 Feb 2002 Demo: Click sheet Forecast to Plan Slide 82
Enterprise Flows: SC: Forecast to Plan with Inventory Optimization
Return
Forecasting & Demand Management (PFS02) Sales & Operations Planning

PF1967
PF1967 PF2011
PF2011 PF2021
PF2021 PF2005
PF2005 PF2028
PF2028 (PFS03)
Collect
Collect Generate
Generate Review
Review Consume
Consume Conduct
Conduct Corporation
Forecast
Forecast Forecast
Forecast and
and Forecast
Forecast S&OP
S&OP
Data
Data Revise
Revise Forecast
Forecast Planning Mgr
Collect historical sales Generate statistical Review forecasts on a The corporate S&OP
Define forecast
and demand data from all forecasts based on regular basis and revise process which reconciles Demand Mgr.
consumption policies and
relevant sources and demand history. as needed. demand and production
consume forecasts.
translate into compatible plans, typically monthly. Demand Planner
format.
Production Planner
Inventory Planner
Inventory Planning (PFS07) Production Planning (PFS04)

PF1962
PF1962 PF1963
PF1963 PF1966
PF1966 PF1960
PF1960 PF2037
PF2037 PF2038
PF2038
Collect
Collect Collect
Collect Generate
Generate Establish
Establish Collect
Collect Run
Run
Supply
Supply Demand
Demand Item
Item Safety
Safety Inventory
Inventory Planning
Planning Production
Production
Variability
Variability Data
Data Variability
Variability Data
Data Stock
Stock Levels
Levels Planning
Planning Policies
Policies Data
Data Plan
Plan
Collect historical supplier Collect demand data Calculate Optimized Item Update Inventory Collect planning data Launch Production Plan
performance data from all including forecast Safety Stock levels. Planning Policies based from the transaction or Plans on a regular
relevant sources and confidence levels from all Calculate Optimized on Safety Stock system basis.
translate into compatible relevant sources. locations for safety stocks optimization, by item,
format for supplier (postponement strategy). quantity and location.
variability.

PF2039
PF2039 PF3002
PF3002 PF3003
PF3003 PF3005
PF3005 PF2040
PF2040 PF3001
PF3001
Analyze
Analyze Adjust
Adjust Simulate
Simulate Implement
Implement Release
Release Plan
Plan other
other
Plan,
Plan, KPIs
KPIs and
and Plan
Plan with
with Revised
Revised Revised
Revised Schedule
Schedule Material
Material
Exceptions
Exceptions Constraints
Constraints (Kanban,
(Kanban, MinMax)
MinMax)
Analyze Plan, KPIs, Make manual Run the plan in Implement the revised Release the production Plan non-MRP planned
exception messages and adjustments to the plan simulation mode with constraints based on the schedule to work areas materials using Kanban
counts prior to releasing based on plan review and revised constraints to collaboration results. and procurement. planning, MinMax
orders from the plan. new information model potential solutions Planning, Reorder Point,
Make adjustments based to limitations. cycle counts, etc.
on plan review and new
information.

Enterprise Flows: SC Sub flows: Demand to Build
Return
Demand to Build (Discrete)

Value Chain
Product Development & Maintenance (Process)
Production Planning (Process)
Requisition to Pay (Process)
Production Execution (Process)
Operations to Period Close (Process)

Financials Projects
Enterprise Flows: SC: Demand to Build Discrete Manufacturing
Return
Master Scheduling Manufacturing Scheduling Manufacturing Execution
Demand
Demand Master
Master Schedule
Schedule Review
Review Smooth
Smooth Fast,
Fast, accurate,
accurate, Send
Send to
to Outside
Outside
Received
Received Plan
Plan Plan
Plan execution
execution Processing
Processing
Supplier
Supplier
Total demand is brought together into a Master Plan *Manufacturing Scheduling gives graphical results
Plan details where product will be assigned *Quick and accurate *Mobile Manufacturing
Schedules will be forwarded to various facilities *Review the entire manufacturing operation *Automated Process
*Forms
Suppliers will receive POs with delivery schedule *Scheduling Workbench
Star Gate Processes

Outside
Outside Processor
Processor Create
Create ASN
ASN
receives and
and return
return Vision Corporation
components
components to
to Seattle
Seattle
Vision Corp
*Enter Quality Data M1 Seattle

Manufacturing
*Change Capacity
*Change Promise Date
Industrial Dressler
Receive Outside Processing Items

Review
Review Receive
Receive Complete
Complete Work
Work
notifications components
components Order
Order
*Import Quality Data

*Approve Schedule Changes
*Review changes in capacity
Return to SCM Flow
Enterprise Business Flows version Draft 2.5 28 Feb 2002 Demo: Click sheet Demand to Build Slide 85
Enterprise Flows: SC: Demand to Build Process Manufacturing: Product Development and Maintenance
Return
Product Development & Maintenance (PDS02)
PD1886
PD1886 PD1829
PD1829 PD1830
PD1830 PD1849
PD1849 PD1831
PD1831 PD1888
PD1888 PD1752
PD1752
Define
Define Maintain
Maintain Maintain
Maintain Maintain
Maintain Maintain
Maintain Estimate
Estimate Release
Release
Item
Item Formulae
Formulae Route
Route Recipe
Recipe Validity
Validity Product
Product for
for
Rules
Rules Cost
Cost Production
Production
Formulator defines New The Formulator creates a The Process Engineer The process of creating The process of The Cost Accountant The Formulator and
Product (for experimental list of components to be develops the processes and maintaining recipes establishing the develops a cost Quality Engineer
item). used in manufacturing the to be used in linking the formula and conditions under which estimate using material approves the
item. manufacturing, routing with organization a recipe is valid for a and resource costs. formula/recipe for
including resources for specific overrides where product is done. production use.
the item. necessary is done.
Quality Control (PDS04) Regulatory Management (PDS06)

PD1833
PD1833
PD1847
PD1847 PD1848
PD1848
Maintain
Maintain
Enter
Enter or
or maintain
maintain Link
Link Inventory
Inventory Items
Items to
to
Product
Product
Regulatory
Regulatory Item
Item Master
Master Regulatory
Regulatory Item
Item
Specifications
Specifications
Information
Information
The Process Engineer creates
quality test specifications for the The Process Engineer The Process Engineer
item warehouse / location / lot / enters the regulatory links item to the master
sublot, customer or supplier information for the item. regulatory item
Product Costing (FMS02) Operational

Operational
Management
Management
Tools
Tools
FM1804
FM1804
FM1803
FM1803 FM1814
FM1814 Confirm
Confirm // Review
Review
Set
Set Standard
Standard Set
Set Standard
Standard Standard
Standard Roles
Purchased
Purchased Manufacturing
Manufacturing Costs
Costs
Costs
Costs Costs
Costs Process Engineer
For Produced Items, Rollup Item Costs. Formulator
For purchased Items Review and confirm
define manufactured
set Standard Costs. item, formula, standard costs. Cost Accountant
ingredient, and
resource costs.

ProductionFlows:
Enterprise Planning:
SC: Business
Demand toFlow
Build Process Manufacturing: Production Planning
Return
Forecasting and Demand Management (PFS01)

PF001
PF001 PF1756
PF1756 PF1766
PF1766 PF1764
PF1764
Identify
Identify and
and Forecast
Forecast Adjust
Adjust Define
Define MPS
MPS
Establish
Establish Maintenance
Maintenance Forecast
Forecast Schedule
Schedule
Policies
Policies Parameters
Parameters
. .
Establish Demand A Planner enters detail A Planner modifies A Planner defines rules
management Policies forecast. the forecast as for making planning
such as Customer required based on calculations.
Service, Safety Stock, input from various A Planner develops
Performance Metrics. Company sources schedules for make to
(Sales, Mfg., ). stock manufacturing.
PF1853
PF1853 PF1854
PF1854
PF1852
PF1763
PF1852
PF1763 PF1757
PF1757 PF1758
PF1758 PF1759
PF1759
Approve
Approve the
the Approve
Approve Action
Action
Review
ReviewRun
Error
Run
Error Review
Review Approve
Approve Approve
Approve
Forecast
Forecast Run
Run Messages
Messages
Messages
MRP
Messages
MRP Error
Error the
the Action
Action
Messages
Messages MRP
MRP Run
Run Messages
Messages
The planner approves Review/Approve/
Thethe forecast
Planner
Theapproves
Planner The Planner
run. generates Convert action reviews The Planner approves Review/Approve/
the forecast
therun.
MRP Run. the error
messages asmessages. the forecast run. Convert action
needed. messages as needed.
Roles
Demand Planner
Operational
Operational Production Planner
Management
Management
Tools
Tools Material Manager

Enterprise Flows: SC: Demand to Build Process Manufacturing: Requisition to Pay (1 of 2) 2/2
Requisitions (PRS03)
Supplier Management (PRS02)
PR1005
PR1005 PR0126
PR0126 PR1181
PR1181
Maintain
Maintain Manage
Manage Select
Select
Suppliers
Suppliers Production
Production Suppliers
Suppliers
Requisitions
Requisitions Roles
Enter and Manage
Supplier Information Manage and review Select Suppliers for
automatically or manually requisitions Purchase Agent
created requisitions for
completeness, approvals,
etc. Purchase Manager
Receiving Clerk
Purchase Orders (PRS04)
Approvals (PRS05)
PR1182
PR1182 PR0129
PR0129 Accounts Payable Clerk
Issue
Issue aa Authorize
Authorize
Purchase
Purchase Purchase
Purchase
Order
Order Orders
Orders Payables Manager
The buyer creates a
purchase order for the The purchase manager
selected supplier. approves the purchase Requisitioner
order.
The purchase order is
Inventory Clerk
sent to the supplier.
Inspector
Receiving and Inspection (MMS01) Quality Management (MMS04)

MM1135
MM1135 MM1136
MM1136 MM1189
MM1189 MM1139
MM1139 MM1198
MM1198
Accept
Accept Receive
Receive Inspect
Inspect Impound
Impound Manage
Manage Material
Material Review
Review
or
or Reject
Reject Material
Material Received
Received Material
Material Board
Board
Deliveries
Deliveries Supplier
Supplier Material
Material (MRB)
(MRB) Activity
Activity
Accept or reject materials Receive materials from If required, inspect If Material fails inspection, Manage the disposition of
at the receiving dock. suppliers, either into material before moving to impound material. impounded material.
inventory or into an inventory.
inspection area.
Continued on Page 2
*Prerequisite Business Process

Enterprise Flows: SC: Demand to Build Process Manufacturing: Requisition to Pay (2 of 2)
Return
Roles
Inventory Management (MMS02) Supplier Invoices (PRS07) Purchase Agent
MM0406
MM0406 PR1010
PR1010 Purchase Manager
Put
Put Away
Away Manage
Manage
Material
Material Supplier
Supplier Receiving Clerk
Invoices*
Invoices*
Accounts Payable Clerk
Move the material to the The AP clerk matches the
Payables Manager
warehouse. invoice against the PO
and/or receipt. Requisitioner
The invoice is approved for
payment.
Inventory Clerk
Accounts Payable (PRS08)

PR1022
PR1022
Process
Process
Checks*
Checks*
The invoice is approved by the

payables manager.
The payment is sent to the supplier.
Operational
Operational
Management
Management
Tools
Tools

Enterprise Flows: SC: Demand to Build Process Manufacturing: Production Execution (1 of 2) 2/2
Production Activity Control (PFS05)

Roles
PF1161
PF1161 PF1169
PF1169 PF1761
PF1761 PF1762
PF1762
Release
Release Control
Control Create
Create Review
Review Firm
Firm Planner
Production
Production Production
Production Firm
Firm Planned
Planned Planned
Planned
Schedule Activity Orders Orders Production Scheduler
Schedule Activity Orders Orders
Release production Material Manager
schedule for labor and Define Operating levels. Display FPOs listing item View FPO ingredient
machine planning. or formula, desired requirements before Plant Personnel
production, quantity, executing the order.
and planned start and Quality Manager
completion dates.
Shop Floor Execution (OPS02)
OP1776
OP1776 OP1778
OP1778 OP1779
OP1779 OP1777
OP1777 OP1780
OP1780
Create
Create Allocate
Allocate Release
Release Issue
Issue Record
Record
Production
Production Ingredients
Ingredients to
to Production
Production Ingredients
Ingredients Consumption
Consumption
Batches
Batches Batches
Batches Batch
Batch to
to Batches
Batches of
of Ingredients
Ingredients
The Plant Manager The process of allocating Releases to Identify component Plant personnel
issues Batch Orders to raw material and packaging Production a Batch to shortages. manufacture and
the production floor for material to production. be produced. Determine availability of record manufacturing
manufacture. substitutes. operations.
This covers the FPO.
Quality Control (PDS04)
PD1834
PD1834 PD1835
PD1835 PD1899
PD1899
Create
Create Maintain
Maintain the
the Manage
Manage products
products
Samples
Samples Quality
Quality Passing
Passing thethe
Results
Results Quality
Quality Inspections
Inspections
Plant personnel Quality personnel tests Quality personnel

Creates a sample for and enters Assay notify production of
inspection. results. results.
Continued on Page 2

Enterprise Flows: SC: Demand to Build Process Manufacturing: Production Execution (2 of 2)
Return
Shop Floor Execution (OPS02)

OP1783
OP1783 OP1783
OP1783 OP1785
OP1785 OP1784
OP1784 OP1876
OP1876
Record
Record Finish
Finish Rework
Rework Record
Record Move
Move Finished
Finished Complete
Complete
Good
Good Discrepant
Discrepant Labor
Labor Goods
Goods toto Production
Production
Production
Production Finished
Finished Goods
Goods Activities
Activities Storage
Storage Area
Area Batch
Batch
Report Good and bad Store Finished Goods
quantity. Rework product if Actual labor activities The Material Manager
necessary. and time are charged produced from Production completes the
to the batch. Batches into Storage Areas. production batch.
Roles
Planner
Production Scheduler
Operational Material Manager

Operational
Management
Management Plant Personnel
Tools
Tools
Quality Manager

Operations to Period Close: Business Flow
Return
Inventory Management (MMS02)
MM1877
MM1877 MM1896
MM1896 MM1897
MM1897
Maintain
Maintain Lot
Lot Review
Review Close
Close
Genealogy
Genealogy Inventory
Inventory Inventory
Inventory
Summary
Summary Period
Period
Maintain lot Review the summary Close the inventory

information during of inventory. period and create
production and inventory balances.
inventory transactions
Period Close Management (FMS07)
FM1810
FM1810 FM1811
FM1811 FM1809
FM1809
Cost
Cost Inventory
Inventory Cost
Cost the
the Certified
Certified Post
Post Process
Process Mfg.
Mfg.
Consumption
Consumption toto and
and Closed
Closed Transactions
Transactions to
to
Pre-mapped
Pre-mapped Accounts
Accounts Production
Production Batches
Batches Sub-Ledgers
Sub-Ledgers && GL
GL
Cost usage to Cost batches in Post transactions to

accounts in Manufacturing General Ledger.
Manufacturing Accounting
Accounting Controller.
Controller.
Roles
Operational
Operational Inventory Accountant
Management
Management Accounting
Tools
Tools Manager

Enterprise Flows: SC Sub flows: Procure to Pay
Return
Procure to Pay (Direct)

Procure to Pay (Indirect)
Value Chain

Financials Projects
Enterprise Flows: SC: Procure to Pay - Direct
Return
Manage Requisition
PR0126
PR0126 PR0128
PR0128 PR1182
PR1182
Demand
Demand Approve
Approve Create
Create and
and Release
Release
Generated
Generated Requisition
Requisition Order
Order Receive
Auto Auto Auto item
item
Fully automated Automatic approval Auto-create and release Requestor confirms

Hands-free generation of purchase order against receipt
requisitions blanket order no
Automatic sourcing manual intervention
Manage Payment Query Invoice

PR1931 PR1016
Create Approve
Approve Enter
Enter Query
Query
Invoice
Invoice Invoice
Invoice Payment
Payment Invoice
Invoice
Auto Auto
The invoice is created The invoice is

The supplier logs in
automatically approved
Matching against and browses
Find and view invoice through the invoice
PO
data
Manage Suppliers
Supervisor Vision Corporation
PR1185
PR1185 PR1185
PR1185
Supervisor
Review
Review Review
Review
Purchasing
Purchasing Supplier
Supplier Warehouse staff
Purchasing
History
History Performance
Performance
Accounts Payable Purchasing staff
The supplier performance
The purchasing history is Accounts Payable
is reviewed by defects, Supplier
reviewed by item, by
delivery exceptions,
commodity and by Supplier
price, volume and
supplier
amounts

Enterprise Flows: SC: Procure to Pay - Indirect
Return
Manage Requisition
PR1180
PR1180 PR0128
PR0128 PR1182
PR1182
Enter
Enter Approve
Approve Release
Release PR1935
Requisition
Requisition Requisition
Requisition Receive
Auto item
item
Search for item to buy Search for requisition Auto-release against Requestor confirms
Add item to shopping cart Requisition is blanket order no receipt
Check out and submit approved manual intervention
requisition automatically due to
submitters authority
Manage Payment Query Invoice

PR1931 PR1016
Create Approve
Approve Enter
Enter Query
Query
Invoice
Invoice Invoice
Invoice Payment
Payment Invoice
Invoice
Auto Auto
The invoice is
The invoice is created approved The supplier logs in and
automatically browses through the
Find and view invoice invoice data
Manage Suppliers
Supervisor Vision Corporation
PR1185
PR1185 PR1185
PR1185
Supervisor
Review
Review Review
Review
Purchasing
Purchasing Supplier
Supplier Requisitioner
Purchasing
History
History Performance
Performance
Accounts Payable Purchasing staff
The supplier performance
The purchasing history is Accounts Payable
is reviewed by defects, Supplier
reviewed by item, by
delivery exceptions,
commodity and by Supplier
price, volume and
supplier
amounts
Enterprise Business Flows version Draft 2.5 28 Feb 2002 Demo: IP_GEN_06 Procure to Pay, short Slide 95
Enterprise Flows: SC / Financials Sub flows: Order to Cash
Return
Order to Cash Main flow
Order to Cash with Warehouse Management:

Value Chain
Order to Cash Demand to Requisition
Order to Cash Requisition to Pay
Order to Cash Standard Finished Good
Order to Cash Operations to Period End
Treasury: Cash Management

Financials Projects
Enterprise Flows: Financials / SC: Order to Cash
Return
Customer Control Order Entry Order Approval
Review Define Review

Review
Enter
Enter Order
Order Register
Register
Customer
Customer Credit
Credit Customer
Customer
Order
Order Approval
Approval Prepayment
Prepayment
Account
Account Limit
Limit Account
Find Customer Set customer Automatic Workflow Prepayment Review account
Review customer credit limit iStore online order Notification entry including
online entry Online order approval Prepayment
Shipment Planning Release Pick Automated Pick Confirm and Ship Order Invoice Entry
and Waves Warehouse Processes Stage
Release
Release Pick
Pick Mobile
Mobile Create
Plan
Plan Waves
Waves to
to Rules
Rules Engine
Engine Runs
Runs Load
Load Create
Device
Device Invoice
Shipment
Shipment Warehouse
Warehouse Truck
Truck Invoice
Standard Invoice
Creates Trips Releases Orders for Pick Instructions Items are loaded on Scan Dock Door
Scan LPN,s Entry
Dock Door picking Labels equipment
Optional matching
Appointments Cartonization Ship Order
Items staged at the
Create Invoice
appropriate staging lane.
Customer
Customer
Invoice Entry Receivables Dispute Receivables Management Vision Corporation
Management Entry
Warehouse Manager
Review
Review Customer
Customer Accept
Accept Collect
Collect Review
Review
Record
Record Warehouse Employee
Customer
Customer Places
Places Customers
Customers Outstanding
Outstanding Customer
Customer
Actions
Actions
Account
Account Dispute
Dispute Dispute
Dispute Balance
Balance Account
Account Credit Manager
Record a call Online dispute Automatic workflow Enter receipt Review Account AR Clerk
entry Apply receipt to
Notification and Credit
Accept dispute invoice
Collector

Return
Financials: Order to Cash

Salesforce
Customer Credit Limit Control AR Staff
Online Order Entry Collectors
Transaction Entry Shipping Department
Receivables Management
Dispute Control Modules Licenced
Collections Management Receivables
iReceivables
Where is the ROI? iStore
Shipping
Reduce Customer Administrative
Interaction
Manage High Quality Information on both
sides
Improve customer satisfaction

Enterprise Flows: SC / Financials: Order to Cash w/ Warehouse mgmt: Demand to Requisition
Return
Inventory Planning (PFS07) Requisitions (PRS03)

PF1960
PF1960 PF1966
PF1966 PF3001
PF3001 PR0126
PR0126
Establish
Establish Generate
Generate Item
Item Plan
Plan Manage
Manage
Inventory
Inventory Planning
Planning Safety
Safety Stock
Stock non-MRP
non-MRP Production
Production
Policies
Policies Levels
Levels Material
Material Requisitions
Requisitions
Establish Inventory Determine item safety Plan non-MRP planned Manage and review
Planning policies by item stock levels by item to material using Min/Max, automatically created
and by item groups to set use for Reorder Point Re-order Point planning, requisitions for
methods (e.g. Min.Max, Planning. other mechanisms. completeness, approvals,
Re-order Point, etc.). For items using only Release requisitions for etc.
Min/Max planning, set non-MRP planned
Min/Max values. material.
Roles
Requisition Manager
Operational
Operational
Management
Management Inventory Planning Manager
Tools
Tools Inventory Planner

Enterprise Flows: SC / Financials: Order to Cash w/ Warehouse mgmt : Requisition to Pay
Return
Requisitions (PRS03) Approvals (PRS05) Purchase Orders (PRS04) Roles

PR0126
PR0126 PR1181
PR1181 PR0128
PR0128 PR1182
PR1182 Purchase Agent
Manage
Manage Select
Select Authorize
Authorize Issue
Issue aa Purchase Manager
Production
Production Suppliers
Suppliers Requisitions
Requisitions Purchase
Purchase
Requisitions
Requisitions Order
Order Receiving Clerk
Manage and review Select Suppliers for The department Accounts Payable Clerk
The buyer creates a
automatically or manually requisitions manager approves the
created requisitions for purchase order for the
requisition. Payables Manager
completeness, approvals, selected supplier.
etc. Requisitioner
Inventory Clerk
Approvals (PRS05) Receiving and Inspection (MMS01)

PR0129
PR0129 MM3101
MM3101 MM3103
MM3103 MM3109
MM3109
Authorize
Authorize Accept
Accept Receive
Receive Inspect
Inspect
Purchase
Purchase or
or Reject
Reject Material
Material Material
Material
Orders
Orders Deliveries
Deliveries Supplier
Supplier Supplier
Supplier
The purchase manager Accept or Reject Receive materials from The process of inspecting
approves the purchase materials at the receiving suppliers, either into material after receipt
order. dock. inventory or into an
The purchase order is inspection area.
sent to the supplier.
Inventory Management (MMS02) Supplier Invoices (PRS07) Accounts Payable (PRS08)

MM3111
MM3111 PR1010
PR1010 PR1022
PR1022
Put
Put Away
Away Manage
Manage Process
Process
Material
Material Supplier
Supplier Checks*
Checks*
Invoices*
Invoices*
Move the material to the The AP clerk matches the invoice The invoice is approved by the
warehouse. against the PO and/or receipt. payables manager.
The invoice is approved for The payment is sent to the supplier.
payment.
Operational
Operational
Management
Management
Tools
Tools
Enterprise Flows: SC / Financials: Order to Cash w/ Warehouse mgmt : Standard Finished Good Item and PTO Item
Return
Order Enter & Scheduling (OFS03) Available to Promise (PFS05) Order Enter & Scheduling (OFS03)
OF1069
OF1069 PF2036
PF2036 OF1071
OF1071 OF1073
OF1073
Enter
Enter Calculate
Calculate Schedule
Schedule Send
Send
Customer
Customer ATP,
ATP, Sales
Sales Order
Order Sales
Sales Order
Order
Orders
Orders CTP
CTP and
and CTD
CTD Ship
Ship Date
Date Acknowledgement
Acknowledgement
Sales orders submitted Calculate Available to The planner schedules CSR sends sales order
by customers or sales Promise (ATP) for the sales order lines ship acknowledgement to the
reps are entered into the customer order. dates. Customer
system.
Customer Credit (OFS05) Inventory Management (MMS02)

OF1054
OF1054 MM3123
MM3123 MM3125
MM3125
Release
Release Pick
Pick Prepare
Prepare
Credit
Credit Holds
Holds Material
Material Material
Material for
for
on
on Sales
Sales Orders
Orders Shipping
Shipping
Review and release Shipping Clerk picks and
specific credit holds on The process of
transfers orders to packaging,
individual sales orders. Staging consolidating,and
deconsolidating picked
material for shipment. Operational
Operational
Management
Management
Tools
Tools
Shipping (MMS03) Accounts Receivable (OFS06)

MM3129
MM3129 OF1027
OF1027 OF1032
OF1032
Ship
Ship Generate
Generate Customer
Customer Apply
Apply Customer
Customer Roles
Material
Material Invoices
Invoices from
from Receipts
Receipts Cash
Cash
Sales
Sales Orders
Orders Applications*
Applications* Customer Service Rep
Shipping Clerk packs, AR clerk generates sales Apply customer receipts
weighs, counts, ships and invoices and forwards to against accounts Credit Manager
records shipments the customers. receivable.
Production Planner
Shipping Clerk
Accounts Receivable Clerk

Enterprise Flows: SC / Financials: Order to Cash w/ Warehouse mgmt : Operations to Period Close
Return
Warehouse Administration (MMS05) Product Costing (FMS02)

MM3145
MM3145 MM3147
MM3147 FM0521
FM0521 FM0522
FM0522 FM0520
FM0520
Manage
Manage Manage
Manage Manage
Manage Actual
Actual Manage
Manage Standard
Standard Review
Review
Cycle
Cycle Physical
Physical Product
Product Cost
Cost Product
Product Cost
Cost Cost
Cost
Counting
Counting Counts
Counts Definition
Definition Definition
Definition Information
Information
Execute cycle counts and Execute physical Calculating actual product Calculating and updating Review all cost
process adjustments. inventory counts and costs for purchased standard product costs. information for accuracy
process adjustments. items. and reliability.
Period Close Management (FMS07)

FM1042
FM1042 FM1045
FM1045 FM1915
FM1915 FM1913
FM1913 FM1018
FM1018
Process
Process Perform
Perform Perform
Perform Accounts
Accounts Perform
Perform Perform
Perform Accounts
Accounts
Current
Current Period
Period Inventory
Inventory Period
Period Receivable
Receivable Purchasing
Purchasing Payable
Payable Period
Period
Transactions*
Transactions* Close
Close Period
Period Close*
Close* Period
Period Close
Close ** Close
Close **
Enter and verify current If end of period close If end of period close If end of period close If end of period close
period transactions for current period and open current period and open current period and open current period and open
Inventory and costing. new period for inventory. new period for AR. new period for new period for AP.
purchasing.
Roles
Cost Accountant
Operational
Operational
Management
Management Accounting Manager
Tools
Tools
Inventory Manager
AR Manager
Purchasing Manager
AP Manager
Enterprise Flows: Financials: Treasury: Cash Management
Return
Manage Bank Balances Reconcile Bank Accounts
Execute
Execute Reconcile
Reconcile Check
Check
Query
Query Bank
Bank Upload
Upload Bank
Bank
Funds
Funds Bank
Bank Account
Account
Balances
Balances Statements
Statements
Transfer
Transfer Accounts
Accounts Balances
Balances
Review bank account Transfer funds to Upload and import Automatically or Ensure overdraft
balances for deficits/ net off deficit and Bank statements using manually reconcile the has been cleared
surplus funds surplus balances seeded formats bank statements
Treasurer sells forward 100,000,000

Customer Order Eliminate Currency Exposure Euro against USD
Projected
Projected Drill
Drill Down
Down to
to Check
Check
Sell
Sell Forward
Forward
i-Store
i-Store Order
Order Currency
Currency Customer
Customer Currency
Currency
EURO
EURO
Position
Position Order
Order Position
Position
Large value sales Treasurer checks Includes a receipt for Confirm exposure is
order placed in currency position 100,000,000 eliminated
Euro In 3 months time Euro due in 75 days
Raise Sales Invoice Balance Currencies Confirm Vision Corporation
Customer
Check Enter
Enter aa Treasurer
Invoice
Invoice Send
Send
Currency
Currency Currency
Currency
created confirmation
confirmation
Position
Position Swap
Swap Clerk
Invoice is raised and Both GBP and EUR Swap GBP against Treasury Clerk sends
sent in GBP instead of positions reviewed EURO confirmation letter for
Euro as planned transaction
Return
Financials: Treasury: Cash Management

Query bank account balances Customer
Eliminate overdraft by transferring funds Receivables Clerk
Upload bank statements and reconcile Treasury Clerk
Confirm the overdraft has been covered Treasurer
Customer enters order on i-Store in Euro
Invoice sent in GBP not Euro Modules Licenced
Drill down to customer order to establish Cash Management
potential Euro receipt in 75days Treasury
Sells forward Euro V. USD and confirm iStore
Currency swap entered GBP V. Euro Accounts Receivable
Where is the ROI?

Reduction in FX, interest and bank charges
Setting up InHouse Banking/SSC
Accelerated responses to market changes
Enterprise Flows: Financials Sub flows: Assests & Property Lifecycle
Return
Value Chain
Assets to Disposal
Create Property
Create Lease

Financials Projects
Enterprise Flows: Financials: Assets to Disposal
Return
Requisitions Purchase Order Receiving and Inspection Invoice and Payment
Manage
Manage Issue
Issue A
A Accept
Accept or
or
Fixed
Fixed Asset
Asset Purchase
Purchase Receive
Receive Reject
Reject Match
Match
Requisitions
Requisitions Order
Order Material
Material Deliveries
Deliveries Invoice
Invoice
Req via i-procurement or Purchase Order Enter a Receipt Inspection of material Match Invoice against
Purchase Order Approval Possibility to auto and Approval PO or Receipt
Approval via Manager Workflow create a invoice Possibility of 2/3/4 Way
Workflow throughout a receipt Match Approval Level
(Payment on Receipt) Holds, Approval, Booking
other features
Payment
Create Mass Additions Fixed Asset Management Fixed Asset Management

Transfer
Transfer Prepare
Prepare
Asset
Asset Positions
Positions Asset
Asset Positions
Positions Asset
Asset
to
to FA Interface in
in FA
FA Interface
Interface Workbench
Workbench
and
and Post
Post to
to FA
FA
Transfer of all Asset Assign assets to multiple Manage Assets
Positions of the Invoices locations, employees Inquiry Financial Information
to the Fixed Assets Interface and projects Inquiry Tranactions
conditions... Possibilities of Merge / Split... Asset Books
Post Mass Additions Philosophy Fixed Assets
Asset Catagories
Amortizations...
Vision Corporation
Period Close Management Fixed Asset Management
Employee
Calculate
Calculate Calculate
Calculate Run
Run Fixed
Fixed Manage
Manage Manage
Manage
Gains
Gains and
and Asset
Asset Assets
Assets Fixed
Fixed Fixed
Fixed Asset
Asset
Inventory Buyer
Losses
Losses Depreciation
Depreciation Period
Period End
End Assets
Assets Inventory
Disposal
Disposal AP Clerk
Depreciation Expense Journal Entries for Asset System is Asset is retired Asset Inventory
is calculated and Depreciation Expense, tied to the completely or partially reports are run. Asset Accountant
accumulated Asset Cost and General Ledger. Proceeds of sale, cost Inquiry Transactions
Depreciation is updated Accumulated Depreciation off removal and any Inquiry Fin. Informat. General Acctg Manager
for every capitalized asset are created and transmitted gains or losses are
with each dpreciation to the General Ledger recorded.

Return
Financials: Assets to Disposal

Asset purchase Employees buying assets
Asset receipt and invoice matching Accounts Payables clerks
Asset registration and assignment in asset Asset accountants
register CFO
Asset depreciation
Asset disposal
Modules Licenced
Asset inventory
Fixed Assets
Accounts Payables
General Ledger
I-Procurement
Where is the ROI?

Reduce workload for adding new assets
Ability to track your assets more accurately
Enterprise Flows: Financials: Property Management Lifecycle 1 : Create Property
Return
Enter Property Create Land Define Land
Region
Region Address Parcels
Address Parcels
Office
Office Park
Park Tenure Sections
Tenure Sections
Location
Location Class Useage
Class Useage
Type
Type
Via Web Area Area
Via Logon Use Useable
Features Assignable
Contacts Subleasable
Create Building Define Building

Vision Corporation
Address
Address Floors
Floors Property Administrator
Tenure
Tenure Units
Units
Class Useage Lease Administrator
Class Useage
Area Area
Use Useable
Features Assignable
Contacts Subleasable
Assign Space
Employee
Employee
Customer
Customer
Integration to AR Create Lease: Direct Lease Lifecycle

Integration to HR

Enterprise Flows: Financials: Property Management Lifecycle 2 : Create Lease
Return
Create Lease Enter Contacts Enter Locations Enter Insurance Enter Rights
Type
Type
Role
Role Location
Location Policy
Policy Type
Type
Class
Class
Company
Company Usage
Usage Company
Company Garnt
Garnt Code
Code
Status
Status
Site
Site Cover
Cover Type
Type Reference
Dates
Dates
Responsibility DFFs for: Occupancy Value Comments
Integrate to GL Address Dates Dffs
Calculate Term Email Milestones
Phone
Enter Enter Options Enter Payments Generate

Obligations Payment/Billings
Type
Type Landlord
Landlord Details
Details Rent
Rent
Type
Type Service
Service Term
Term Purpose
Purpose Insurance
Insurance
Provider
Dates
Dates Dates
Dates Services
Services
Common
Common Area Status
Status Value
Value Scheduled
Scheduled
Comments Comments Integration to GL Authorise
Milestones Integration to AP Export (Auto)
Milestones Invoice No
Vision Corporation
Edit Lease Enter Notes Generate New
Payment/Billings
Property Administrator
Rent
Rent
Enter
Enter Changes
Changes Descriptive
Descriptive Insurance
Insurance Lease Administrator
History
History Services
Services
Sheduled
Sheduled
Integration to AR Authorise
Integration to AP Export (Auto)
Integration to GL Invoice No Create Property: Structure and Design
Trans History

Return
Financials: Property Management Lifecycle

Create properties (land, building, spaces) Employees
Define properties (equipments, services) Cost center managers
Assign employee to an office Accounts Payables clerks
Define third parties role (landlord, tenant) Real estate Manager
CFO
Create lease for a property
Define lease milestones Modules Licenced
Generate payments at milestones Property Manager
Accounts Payables
General Ledger
Where is the ROI?

Improved cost monitoring
Improve space management
Reduction of admin workload
Enterprise Flows: Financials Sub flows:Financial Planning to Reports
Return
Value Chain
Financial Planning & Budgeting
Acc. Transactions to Fin. Reports

Financials Projects
Enterprise Flows: Financials: Financial Planning & Budgeting
Return
Collection Business plan Prepare Budget Enter Budget

Gather
Gather Information
Information
Determine Prepare
Prepare and
and Enter
Enter Budget
Budget version
version
From
From GL
GL and
and other
other
Top-down
Top-down distribute
distribute by
by each
each
systems
systems
Budget
Budget version Bottom-up
Bottom-up Operating
Operating Unit
Unit
Budget
Budget version
version
GL data after closing strategic objectives Create budget Enter data and
period key targets spreadsheet comments in
production quantities Prepare models spreadsheets
sales quantities Give operating Submit to Business
overhead costs constraints analyst
Distribute
spreadsheets

Consolidation Comparison Budget Approval Communication
Prepare
Prepare the
the Compare
Compare Negotiate
Negotiate and
and Communicate
Communicate final
final
consolidated
consolidated the
the two
two Approve
Approve budget
budget budget
budget version
version
version
version budget
budget versions
versions version
version
review budget Compare Top-down Negotiate between Communicate the

amounts Budget version and the two versions approved budget
Consolidate Bottom-up Budget Submit to O.U. for version to Heads of
spreadsheets from version modification of budget Operating Unit
each Operating Unit amounts Submit budget version
Approve the Budget to GL
version for next year

Vision Corporation
Board / Senior Management Team Meeting

Business Analyst
Iteration process repeated until final
version is approved Heads of Operating Unit (O.U.)

Return
Financials: Financial Planning & Budgeting

Collect historical data Controllers
Prepare and distribute bottom up budget Operating Units managers
Operating Units enter their budget proposal CFO
Consolidate budgets
Compare budget versions
Modify / approve budgets Modules Licenced
Distribute approved versions Financial Analyser
General Ledger
Where is the ROI?

Accelerate budget cycle
Ensure format consistency across the
board (for easy consolidation)
Real time exchange through the internet
Enterprise Flows: Financials: Monthly Reporting / Accounting Transactions to Financial Reports
Return
Close Month End Review Reporting Review Data
Trial balance
Hierarchy Run
Run
Standard
Standard
Reports
Review
Review Enter
Enter
Post
Post OFA
Account
Account Adjustment
Adjustment
Journals
Journals Reports
Reports
Hierarchy
Hierarchy Journals
Journals
Run
Run
Close sub-ledgers Show Financial
Financial Load
Post all journals child/parent Reports P&L
incremental data
relationships in COA changes
Balance Sheet
Detail Analyse Data
Drilldown
Drilldown Drilldown
Drilldown
To
To To
To
Sub-ledgers
Sub-ledgers General
General Ledger
P&L and BS validity
Breakdown Profitability by division,
individual transactions department
Group Reports
Vision Corporation
Accounts Clerk
Generate
Generate
Consolidate
Consolidate Publish
Publish
Final
Final Financial Accountant
SOBs
SOBs Reports
Reports
Reports
Reports
Management Accountant
Translate Run FSG Distribute via URL

Map
Return
Financials: Monthly Reporting

Adding data to more than 1 SOBs Finance Department
Run first cut reports Department Heads
Review initial financial data for validity P&L Owners
Make necessary adjustments
Consolidate SOBs
Generate the final reports Modules Licenced
Publish the reports on the web for pick General Ledger
up by relevant personnel Oracle Financial Analyser
Where is the ROI?

Reduce month end close time
Isolate non-profit making areas quickly
Distribute reports quickly, efficiently and
on time. No central printing and
distribution
Enterprise Flows: Projects Sub Flows: Opportunity to Project Management Return
Opportunity to Project Mgmt Main flow
Opportunity to Project
Contract to Project
Value Chain
Project to Staffing
Execution to Billing Procurement
Execution to Billing Time & Expenses
Execution to Billing Exp & Status
Execution to Billing Billing
Closure to Analysis

Financials Projects
Enterprise Flows: Projects: Opportunity to Project Management (Project Mgmt Main Flow through all Project Modules)
Return
Opportunity to Contract Contract to Project Project to Staffing
Staff
Staff
Manage
Manage Sign
Sign Define
Define Project
Project
Opportunity
Opportunity Contract
Contract Project
Project Members
Members
Lead identification, Negotiation and Create Project & Team modeling

opportunity agreement Work breakdown Project members
management structure identified and
Forecast Funding&Budget assigned
Project Execution to Billing
Manage
Manage
Manage
Manage Manage
Manage
Time
Time Check
Check Project Billing
Billing
Procurement
Procurement Expenditure
Expenditure
&Expenses
&Expenses Status
Status
Create requisition, Create weekly Make necessary Check Actuals vs. Revenue
procure and receive labour and expense adjustments and Budgets recognition
report transfers Process expenses
items or services
Manage Payment
Bill customer
Vision Cororation.
Sales
Closure to Analysis
Delivery
Review
Review Accounting
Close
Close Project
Project
Project
Project Performance
Performance
Third Parties
Close project Analyse costs, Customer

profitability, revenue
and time usage Supplier

Return
Projects: Opportunity to Project Management

Opportunity Management Administration
Projects Team Member
Project Contract Management Resource Manager
Project Resource Management Purchase Department
Financials Department
Project Creation Sales
Purchase Management
Timecard Management Modules Licenced
Expense Management Project Contracts
Project Costing and Billing
Project Management
Project Resource Management
Project Controlling Purchasing
Internet Time
Internet Expense
Where is the ROI?
Streamline the Project Lifecycle
Reduce Admin Costs
Optimize Project Margin with better
Control
Enterprise Flows: Projects: Opportunity to Contract
Return
Manage Opportunity Agree Contract Conditions
MAS.01
MAS.01 MAS.02
MAS.02 MAS.03
MAS.03 MAS.04
MAS.04 ACC.01 ACC.02
ACC.02
Review
Review Opportunity
Opportunity Project
Project Forecast
Forecast Sales Capture
Capture
Pipeline
Pipeline Detail
Detail Detail
Detail Sales
Sales Meeting
Meeting Agreement
Agreement
Create new profile Review leads Account planning Review and update
Salesman meets Agreement is documented
Confirm customer data Territory assignment Sales force management opportunity win-probability
Create forecast for item customer and agrees and sent to Vision
and update profile based Progress opportunity
or item category product and service Corporation contracts
on lead information through the sales process
Submit forecasts delivery conditions, management
Product/services stages
discounts etc.
assessment and selection Manage sales budgets
Create Customer Contract Approve Contract Send Contract

CCC.01
CCC.01 CCC.02
CCC.02 APC.01
APC.01 APC.02
APC.02 SEC.01
SEC.01
Copy
Copy Enter
Enter Specific
Specific Approve
Approve Approve
Approve Send
Send
Standard
Standard Terms
Terms and Contract
Contract Contract
Contract Contract
Contract
Conditions
Conditions conditions
conditions
Contract manager starts Conditions are changed Sales manager receives Credit manager approves Contracts Manager adds
with a standard contract. to match the agreement alert and views the but ads additional the conditions and send
made with the customer. contract conditions condition for approving to customer for signature
Result is saved and Approves contract and the credit
submitted for approval forwards to Credit
Manager
Vision Corporation
Accept Contract Finalize and Activate Contract
Sales
ACO.01
ACO.01 FAC.01
FAC.01 FAC.02
FAC.02
Accept
Accept Makes
Makes Activate
Activate Contract Manager
Contract
Contract Practical
Practical Contract
Contract Credit Manager
Corrections
Corrections
Customer decides to Contract Manager The contract is activated
accepts the conditions, receives the information
but sees an error in the and make the correction Third Parties
address field, that he
wants to have corrected Customer
Supplier

Enterprise Business
Flow Scenario ID: Flows version Draft
OBF.FIELD_SALES_CONTRACT, (E)ADS 2.5 28 N/A
Script Ref.: Feb 2002 Slide 119
Return
Projects: Opportunity to Contract

Manage Sales Opportunities Sales
Create Project Contract Administration
Create Contract Project Manager
Enter Contract Details
Approve Contract
Make Adjustments to the Contract Modules Licenced
Activate Contract Sales Online
Project Contracts
Where is the ROI?

No Paperwork, everyone involved in the
project has the current contract data
Contract manages the Project
Enterprise Flows: Projects: Contract to Project: Define Project
Return
1. Possibility: Create Project with MS Project (shows the integration with Project Connect)
Define Project Structure (in your existing project planning system) Project Interface
Create
Create Define
Define Build
Build
Workplan
Workplan Scope Budget
Budget Gantt
Gantt Interface
Interface
and
and Schedule
Schedule Project
Project
Project Chart
Management
Chart Workplan
Workplan
The project manger creates Next he defines the project The Project Manager enters If necessary, project The project manager
the project workplan in his scope and time scheduling the project budget (optional manager creates Gantt transfers the workplan from
existing project planning for each project task also possible in Oracle Chart with milestones and his pps to Oracle Projects
system Projects / see Step 3) dependencies through a standard
interface
Complete Project Basic Informations

Vision Corporation
Add
Add Fund
Fund Project
Project
Details
Details Project
Project Budget
Budget Project Manager
Project Member
The project manager adds Next step he or admin Project Manager or Admin
further project details enters the project funding enters the project budget
(optional also possible in Accountant
project planning system -
see step 1)
. 2
2. Possibility: Create Project without MS Project
Define Project
DPR.01
DPR.01 DPR.02
DPR.02 DPR.01
DPR.01 DPR.02
DPR.02 DPR.03
DPR.03
Retrieve Create
Create Add
Add Project
Project Define
Define Create
Create
Info
Info from
from WBS
WBS Details
Details Funding
Funding Budget
Budget
Sales
Sales Information
Information
The project manager is The project manager is The project manager is Next the project manager The project manger defines
preparing his new project. preparing his new project. preparing his new project. adds funding information for the budget for the project.
He creates the work He creates the work He creates the work the project.
breakdown structure to be breakdown structure to be breakdown structure to be
used. used. used.

Return
Projects: Contract to Project: Define Project

1. Possibility: Projectmanager
Create Project in the existing project planning Project Administration
system (for example: Microsoft Project)
Interface Workplan to Oracle Projects
Enter Projects Details
Enter Project Budgets
2. Possibility: Modules Licenced
Create Project with the work breakdown
Project Connect
structure
Add Project Details
Create Project Budgets
Where is the ROI?

Integration of MS Projects with an out-of-
the box interface
Enterprise Flows: Projects: Project to Staffing: Staff Project Member
Return
Create Staffing Requirements
Create
Create Staffing
Staffing Review
Review Evaluate
Evaluate
Requirement
Requirement and
and Select
Select and
and Rank
Rank
(Template)
(Template) Candidates
Candidates Candidates
Candidates
Apply Team Template NOTE: Ensure HR Setup so Evaluate

Confirm Start Date more than one candidate Rank Candidates
is available for a role.
Review Candidates
Select Candidates
Search & Select Resources Assign Resources
Review
Review
Review
Review Evaluate
Evaluate and
and
Requirement/
Requirement/ View
View Approve
Approve View
View
Available
Available Assign
Assign
Assign
Assign Notifications
Notifications Assignment
Assignment Utilization
Utilization
Resources
Resources Candidates
Candidates
Resource
Resource
Staffing Mgr. Bob Staffing Mgr. directly Staffing Manager assign Resource Mgr. reviews Resource Mgr. approves Resource Mgr. reviews
Cochran reviews his assigns one of his one of Resource Mgr. notification his Resource Utilization
resources resources resources. Resource Mgr.
approves/rejects
notification
Vision Corporation
Collect Project Costs Reporting
Project Manager
View
View Staffing Manager
Enter
Enter Review
Review Review
Review
Schedule,
Schedule, Timecards
Timecards Utilization
Utilization Forecast
Forecast
Competencies
Competencies etc
etc Resource Manager
Team Member views: Team Member enter and Org. Manager reviews Org. Manager reviews Team Manager
Schedule/Profile submit timecards utilization forecast
Candidacy List
Competencies Org. Manager
Work Preferences

Return
Projects: Project to Staffing

Create Staffing Requirements Project Management
Select, Review and Rank Candidates Project Team Members
Assign Resources Staffing/Resource
Managers
Approve Resource Assignments
View Utilization
View Competences Modules Licenced
Enter Timecards Project Res. Management
View Forecast Project Costing and Billing
Internet Time
Where is the ROI?

Resource Pool Competencies Planning
Margin Control
Optimize Utilization
Enterprise Flows: Projects: Execution to Billing: Manage Procurement
Return
Manage Procurement
MPC.01
MPC.01 MPC.02
MPC.02 MPC.03
MPC.03 MPC.04
MPC.04 MPC.05
MPC.05
Create
Create Check
Check Approve
Approve Release
Release Receive
Receive
Requisition
Requisition Commitments
Commitments Requisition
Requisition Item
Item // Service
Service
A project member creates a The project manager The project manager The requisition is released The project member
requisition for an item checks the open approves the requisition. as purchase order. receives the item.
needed for the project. requirements as
commitments in the project
status inquiry window.
Manage Assets Manage Payment

MPA.01
MPA.01 MPP.01
MPP.01 MPP.02
MPP.02
Manage
Manage Manage
Manage Manage
Manage
Assets
Assets Supplier
Supplier Payment
Payment
Invoice
Invoice
The accountant enters The AP Clerk receives The accountant matches

asset information regarding invoices from sub suppliers
the invoice.
the purchased item. with the purchase orders
The invoice is matched and manages the payment
against the purchase
order.
The invoice is approved
for payment.
Vision Corporation
Project Member
Inform Supplier
Project Manager
MPI.01
MPI.01
View
View Accounting
Info
Info
The accountant matches Third Parties

invoices from sub suppliers
with the purchase orders Customer
and manages the payment
Supplier

Return
Projects: Manage Procurement

Create Requisition Purchase Department
Add Project Details to the Req Project Manager
Check open Req as Commitment in the Supplier
Project Status
Receive item
Pay Supplier
Modules Licenced
Supplier checks the Payment online
Purchasing
Supplier Portal (?)
Where is the ROI?

Visibility of open reqs and pos in the
project
Possibility for supplier to check his
account online save administrative
costs
Enterprise Flows: Projects: Execution to Billing: Manage Time & Expenses
Return
Enter Time and Expense Usage Approval Payment Inform

ETE.01
ETE.01 ETE.02
ETE.02 ETE.02
ETE.02 ETE.02
ETE.02 ETE.02
ETE.02
Enter
Enter Enter
Enter Approve
Approve Payment
Payment Review
Review
Time
Time Usage Expense
Expense Usage
Usage Info
Info
A project member A project member Manager or any Manager or any Team member reviews
creates his weekly labor creates his weekly approver approves approver approves payment info
report. expense report.
Vision Corporation
Project Member
Project Manager
Accounting
Third Parties
Customer
Supplier

Return
Projects: Manage Time and Expense

Create weekly time cards Team Member
Create weekly expense reports Manager
Workflow notification for manager Accounts Payables
approval
Expense payments
Review payment
Modules Licenced
Internet Time
Internet Expense
Where is the ROI?

Save tremendous administrative costs
Streamline the timecard and expense
report process
Enterprise Flows: Projects: Execution to Billing: Manage Expenditure & Check Status
Return
Manage expenditure Accounts Process Adjustm. Project Status

Adjust
Adjust Transfer
Transfer Check
Check Financial
Financial Process
Process Check
Check Project
Project
Expenditure
Expenditure Expenditure
Expenditure Accounts
Accounts Adjustments
Adjustments Status
Status
Make necessary Transfer expenditure to Check the account The accountant process The project manager
adjustments to the another project if information and the all the project analyze costs,
project expenditure necessary currencies adjustments by profitability, revenue
distributing cost for and time usage.
labor, expenses etc.
Vision Corporation
Project Member
Project Manager
Accounting
Third Parties
Customer
Supplier

Return
Projects: Manage Expenditure and Check Status

Adjust/transfer and check project Project Admin
expenditure
Check accounts
Process adjustments
Check Project status
Modules Licenced
Where is the ROI?

Save administrative cost and time
Enterprise Flows: Projects: Execution to Billing: Billing
Return
Collect Costs Project Billing Accounts Receivables General Ledger
ETE.02
ETE.02 PM5866
PM5866 PM5869
PM5869 PM5869
PM5869 PM5869
PM5869
Process
Process Manage
Manage Project Manage
Manage Interface
Interface Project Interface
Interface Draft
Draft
expenses
expenses Revenue Project
Project Invoices
Invoices to
to Revenue
Revenue toto
Recognition
Recognition Invoices
Invoices Accounts
Receivables General
General Ledger
Accountant collects all The Vision financial The Vision financial The Vision financial
project expenditures analyst kicks off analyst kicks off analyst interfaces the The Vision financial
procedures for procedures for draft invoices to AR analyst interfaces the
generating revenue. generating invoices. draft revenue to GL
The project invoices are
Revenue is calculated, Bill amounts are imported and finalized in
General Ledger account calculated, invoices are Accounts Receivable.
distributions are formatted for printing and These invoices are now
generated and funding posting and funding available for billing
balances are updated. balances are updated. purposes.
Inform Customer
ETE.02
ETE.02
iReceivables
iReceivables
Invoice
Invoice
Customer iews invoice

info, argues on invoices
if needed, enters Vision Corporation
payment info, etc
Project Member
Project Manager
Accounting
Third Parties
Customer
Supplier

Return
Projects: Billing

Manage Project Revenue Project Admin
Create Draft project invoices
Interface Draft Invoice after checking and
approvals to AR
Interface Revenue after checking and
approvals to GL
Modules Licenced
Where is the ROI?
Enterprise Flows: Projects: Closure to Analysis
Return
Project Close-Out Indirect Costs Distribution Analyze Project

PM5873
PM5873 PM5873
PM5873 APR.01
APR.01 APR.02
APR.02
Close
Close Costs
Costs Perform
Perform Perform
Perform
Project
Project Distribution
Distribution Cost
Cost Project
Analysis
Analysis Analysis
The project manager The project manager
The Vision project
compares budget with analyze costs,
manager gathers and
actual costs. profitability, revenue
disseminates all pertinent
project information prior to and time usage.
project completion.
The Vision project
manager closes the
project.
Vision Corporation
Project Member
Project Manager
Accounting
Third Parties
Customer
Supplier

Return
Projects: Closure to Analysis
Modules Licenced
Where is the ROI?
Enterprise Flows: Projects: Plan to Execute (Integration with MS Projects via Project Connect)
Return
Define Project Structure (in your existing project planning system) Project Interface
Define
Define Build
Build
Create
Create Scope
Scope and
and Budget
Budget Gantt
Gantt Interface
Interface
Workplan
Workplan Schedule
Schedule Project
Project
Project Chart
Management
Chart Workplan
Workplan
The project manger Next he defines the The Project Manager If necessary, project The project manager
creates the project project scope and time enters the project manager creates Gantt transfers the workplan
workplan in his existing scheduling for each budget (optional also Chart with milestones from his pps to Oracle
project planning system project task possible in Oracle and dependencies Projects through a
Projects / see Step 3) standard interface
Complete Project Basic Informations Resource Management
Add
Add Fund
Fund Project
Project Plan
Plan Search
Search Confirm
Confirm
Details
Details Project
Project Budget
Budget Resources
Resources Resources
Resources Resources
Resources
The project manager Next step he or admin Project Manager or The Project Manager The Project Manager Engagement
adds further project enters the project Admin enters the adds requirements, searches for avaiable management approves
details funding project budget (optional apply team templates, resources based on the the resource requests
also possible in project view candidate lists skill database
planning system - see
step 1)
Process Project Costs + Revenue Accounts Receivable Analyze Project

Generate
Generate Manage
Manage Perform
Perform Vision Corporation
Enter
Enter Revenue
Revenue Accounts
Accounts Project
Project
Expenditure and
and Draft
Draft Receivable
Receivable Controlling
Controlling
Invoice Project Manager
Invoice
The team members Accountant or Based on the Projects The project manager Project Member
enter Timecards, Project Manager Draft Invoice, the compares Budget,
Expense Reports, generate Revenue accountant generates Forecast and Actuals
Supplier Invoices the Invoice in Accounts Accountant
and Draft Invoice
based on Project Typ Receivables and
and Customer controls the outstanding
Agreements debits

Return
Projects: Plan to Execute

Create Project in the existing project Project Manager
planning system (for example: Microsoft Project Administration
Project) Resource Manager
Interface Workplan to Oracle Projects
Enter Projects Details
Enter Project Budgets
Staff Resources
Modules Licenced
Project Connect
Enter Expenditures
Generate Revenue and Invoices
Resource Management
Control Project Performance iTime/iExpense (optional PO)
Where is the ROI?

Integration of MS Projects with an out-of-
the box interface
Streamline the whole project life cycle
Visibility of Project Performance
Enterprise Flows: Projects: Staff to Execute
Return
Create Project Create Staffing Requirements
Create
Create Staffing
Staffing Review
Review Evaluate
Evaluate
Create
Create Requirement
Requirement and
and Select
Select and
and Rank
Rank
Project
Project (Template)
(Template) Candidates
Candidates Candidates
Candidates
Select Template Apply Team Template NOTE: Ensure HR Evaluate

Enter basic data for Confirm Start Date Setup so more than Rank Candidates
the new project one candidate is
available for a role.
Review Candidates
Select Candidates
Search & Select Resources Assign Resources
Review
Review
Review
Review Evaluate
Evaluate and
and
Requirement/
Requirement/ View
View Approve
Approve View
View
Available
Available Assign
Assign
Assign
Assign Notifications
Notifications Assignment
Assignment Utilization
Utilization
Resources
Resources Candidates
Candidates
Resource
Resource
Staffing Mgr. Bob Staffing Mgr. directly Staffing Manager Resource Mgr. Resource Mgr. Resource Mgr.
Cochran reviews his assigns one of his assign one of reviews notification approves reviews his Resource
resources resources Resource Mgr. Utilization
resources. Resource
Mgr. approves/rejects
notification
Vision Corporation
Collect Project Costs Reporting
Project Manager
View
View Enter
Enter Review
Review Review
Review
Schedule,
Schedule, Staffing Manager
Timecards
Timecards Utilization
Utilization Forecast
Forecast
Competencies
Competencies etc
etc
Resource Manager
Team Member views: Team Member enter Org. Manager reviews Org. Manager reviews
Schedule/Profile and submit timecards utilization forecast Team Manager
Candidacy List
Competencies
Work Preferences Org. Manager

Return
Projects: Staff to Execute

Create Project Project Management
Create Staffing Requirements Project Team Members
Select, Review and Rank Candidates Staffing/Resource
Managers
Assign Resources
Approve Resource Assignments
View Utilization Modules Licenced
View Competences Project Res. Management
Enter Timecards Project Costing and Billing
View Forecast Internet Time
Where is the ROI?

Resource Pool Competencies Planning
Margin Control
Optimize Utilization
Enterprise Flows: Projects Sub Flows: Project Management Return
Project Management (without Integration to a third party planning system)
Budget to Bill
Value Chain
Budget to Cost Mgmt
Project to Assets

Financials Projects
Enterprise Flows: Projects: Project Management ( without Third Party Planning System)
Return
Define Project Enter Time and Expense Usage

Create
Create Define
Define Create Define
Define Enter
Enter Enter
Enter
WBS
WBS Funding
Funding Budget
Budget Project
Project Time
Time Expense
Expense
Information
Information Project Members
Management
Members Usage
Usage Usage
Usage
The project manager is Next the project The project manger The project members A project member A project member
preparing his new manager adds funding defines the budget for are identified and creates his weekly labor creates his weekly
project. He creates the information for the the project. assigned to the project report. expense report.
work breakdown project. by using Oracle
structure to be used. Resource Management.
Manage Procurement Manage Payment

Create Check
Check Approve
Approve Release
Release Receive
Receive Manage
Manage
Requisition
Requisition Commit-
Commit- Requisition
Requisition Item
Item Payment
Payment
ments
ments
A project member The project manager The project manager The requisition is The project member The accountant
creates a requisition for checks the open approves the released as purchase receives the item. matches invoices from
an item needed for the requirements as requisition. order. sub suppliers with the
project. commitments in the purchase orders and
project status inquiry manages the payment
window.
Process Expenses Project Billing Analyze Project

Process Manage
Manage Project
Project Manage
Manage Perform
Perform Perform
Perform
++ Revenue Project Cost Project Vision Corporation
Revenue Project Cost Project
Check
Check Recognition
Invoices Analysis
Analysis Analysis
Analysis
Expenses
Expenses Project Manager
The accountant The analyst kicks off The project manager The project manager
The analyst kicks off compares budget with Project Member
process all the project procedures for analyze costs,
expenses by procedures for actual costs.
generating revenue. generating the draft profitability, revenue
distributing cost for and time usage. Accountant
labor, expenses etc. project invoices,
to the project and based on the
checks the cost invoicing method.
completeness.
Return
Projects: Project Management

Create Project with the work breakdown Project Manager
structure Project Administration
Add Project Details Resource Manager
Create Project Budgets
Staff Resources
Enter Expenditures
Modules Licenced
Generate Revenue and Invoices
Control Project Performance Resource Management
iTime/iExpense (optional PO)
Where is the ROI?

Visibility of Project Performance
...
Enterprise Flows: Projects: Budget to Bill (reflects: Contract Projects)
Return
Project Budgeting (PMS03) Project Expenditures (PMS05)
PM5827
PM5827 PM5830
PM5830 PM5842
PM5842 PM5845
PM5845 PM5851
PM5851
Define
Define Project
Project Manage
Manage Enter
Enter Project
Project Enter
Enter Project
Project Enter
Enter Project
Project
Budget
Budget Project
Project Budget
Budget Timecard
Timecard Exp
Exp Report
Report Supplier
Supplier Invoice
Expenditures
Expenditures Expenditures
Expenditures
The Vision project The Vision financial Vision consultants Vision consultants Vision consultants
manager creates the analyst approves the final working on the Acme working on the Acme purchase computer
project budget and budget. project submit project submit travel supplies to be used on
submits for Costs can now be timecards. related expenses. the project.
management approval. collected against the Supplier invoice is
contract project and the submitted to Accounts
project is now officially Payable.
kicked off.
Project Billing (PMS06) Accounts Receivables General Ledger

PM5866
PM5866 PM5869
PM5869 PM5869
PM5869 PM5869
PM5869
Manage
Manage Manage
Manage Interface
Interface Project
Project Interface
Interface Draft
Draft
Project
Project Revenue
Revenue Project
Project Invoices
Invoices to
to Revenue
Revenue toto
Recognition
Invoices Accounts
Receivables General
General Ledger
The Vision financial The Vision financial The Vision financial The Vision financial
analyst kicks off analyst kicks off analyst interfaces the analyst interfaces the
procedures for procedures for draft invoices to AR draft revenue to GL
generating revenue. generating invoices. The project invoices
Revenue is calculated, Bill amounts are are imported and
General Ledger account calculated, invoices are finalized in Accounts
distributions are formatted for printing and Receivable.
generated and funding posting and funding These invoices are now
balances are updated. balances are updated. available for billing Vision Corporation
purposes.
Project Manager
Financial Analyst
Consultant

Return
Projects: Budget to Bill

Enter Project Budgets Project Manager
Enter Expenditures: Timecards, Expense Project Administration
Reports and Purchase Orders Project Team Member
Generate Revenue
Create Draft Invoices
Interface Invoices to AR Modules Licenced
Interface Revenue to GL Project Costing and Billing
iTime
iExpense
Optional: PO, Financials
Where is the ROI?
Enterprise Flows: Projects: Budget to Cost Mgmt (reflects: Indirect Projects)
Return
PM5827 PM5830 PM5842

PM5842 PM5845
PM5845 PM5851
PM5851
PM5827 PM5830
Define Enter
Enter Project
Project Enter
Enter Project
Project Enter
Enter Project
Project
Define Project
Project Manage
Manage
Budget Project Timecard
Timecard Exp
Exp Report
Report Supplier
Supplier Invoice
Budget Project Budget
Budget
Expenditures
Expenditures
The Vision project The Vision financial Vision Corporation has Vision consultants Vision consultants
manager creates the analyst approves the final launched an internal working on the R&D purchases computer
project budget and budget. R&D project. project submit travel supplies to be used on
submits for Costs can now be Vision consultants related expenses. the project.
management approval. collected against the working on the R&D Supplier invoice is
indirect project and the project submit submitted to Accounts
project is now officially timecards. Payable.
kicked off.
Project Status Inquiry
Review
Review Project
Project
Performance
VisionProject manager
and the financial analyze
budget to actual
variances by project, task
or resource.
Vision Corporation
Project Manager
Financial Analyst
Consultant

Return
Projects: Budget to Cost Management

Reports and Purchase Orders
Check Project Performance
Modules Licenced
iTime
iExpense
optional PO
Where is the ROI?
Enterprise Flows: Projects: Project to Assets (reflects: Capital Projects)
Return
PM5827
PM5827 PM5830
PM5830 PM5842
PM5842 PM5845
PM5845 PM5854
PM5854
Define
Define Project
Project Manage
Manage Project
Project Enter
Enter Project
Project Enter
Enter Project
Project Enter
Enter Project
Project
Budget
Budget Budget
Budget Timecard
Timecard Exp
Exp Report
Report Capital
Capital Asset
Asset
Expenditures
Expenditures
The Vision project The Vision financial Vision Corporation is Vision consultants Vision Corporation
manager creates the analyst approves the final building a new call working on the call purchases capital
project budget and budget. center. center project submit equipment to be used on
submits for Costs can now be Vision consultants travel related expenses. the project.
management approval. collected against the working on the call Asset related invoice is
capital project and the center project submit submitted to Accounts
project is now officially timecards. Payable.
kicked off.
Refer to Assets to Depreciation Flow

in Fast Forward Flows for Financial Management
Vision Corporation
Project Manager
Financial Analyst
Consultant

Return
Projects: Project to Assets

Reports and Purchase Orders
Interface Project Lines to Fixed Assets
(Refer to Assets to Depreciation Flow in Fast
Forward Flows for Financial Management)
Modules Licenced
iTime
iExpense
Financials (FA)
Where is the ROI?
Enterprise Flows: Financials: Procure to Pay
Return
Enter Requisition Approval Manage Purchase Approvals
Orders
Enter
Enter aa Requisition
Requisition Authorize optional Issues Authorise
Authorize Issue
- Via
Via Requisitions Purchase Purchase
Requisitions Purchase
iProcurement
iProcurement Order Order
Order
Portal Features iProcurement Approval in

Optional: Issue a Approval of the
iProcurement
Purchase Order Purchase Order
Workflow (Approval
workflow, Possibilities)
direct
Receiving and Inspection Supplier Invoices Approval

Receive material Accept or Reject Manage Generate
Receive Deliveries Supplier
Manage Checks
Material Invoice
Supplier
Invoice
Enter Receipt Inspection of material Machine Invoice against Approval of Invoices by
Possibility to Auto create and Approval Purchase Order or Accounting manager
an invoice throughout a Receipt Features (scheduled
receipt (Payment on Possibility of 2/3/4-way Payments, Invoice Count and
Receipt) Match Approval Level Balance
Create Accounting
T-Accounts
Holds etc.
Vision Corporation
Payments
Requestor
Generate
Requestor Manager
Payment
Batch
Purchase Agent
Payment via batch Purchase Manager

Other Payment Possibilities
Receiving Dept
Features
Accountant
Accounting Manager
Enterprise Flows: HRMS : Recruit to Hire
Return
Staffing Strategy Vacancy Prepare to Recruit
Management
Plan
Plan Manage
Manage Identify
Identify Recruitment
Recruitment Attract
Attract Post
Post
Staffing
Staffing Budgets
Budgets Vacancy
Vacancy Strategy
Strategy Prospects Jobs
Jobs
From Organisational Identify funding Describe Openings External Agencies Proactive Job Boards
Structure Change Gain Approval Web Agencies
Process Contract/ Adverts Intranet & Internet
Permanent Referrals
Apply for Applicant Management

a Job
Make
Make and
and Apply Manage
Manage
Screen
Screen Track
Track
progress
progress Recruiting
Recruiting Remaining
Remaining Vision Corporation
Applicants
Applicants Applicants
Applicants
Application
Application Policies
Policies Applicants
Applicants
Applicant
Personal details Interviews EEO Applicant status Mass updates
Assessment tests Communication Retain on file HR Specialist
Job Preferences
Competency based Reject
HR Administrator
Line Manager
Pre-Hire Place Workers Evaluate
Processes Recruitment
HR Director
Employee
Start
Start
Make Manage
Manage Induction
Induction Payroll Clerk
Offers
Offers Contracts
Contracts Process
Process
Analyse Payroll Manager
Recruitment
Recruitment
Automated Terms and conditions x See separate flow
Document Generation Performance
Performance
Measure recruitment
effectiveness
Return
HRMS: Recruit to Hire

Development of staffing strategy through HR/recruitment
Organisational and competency based
knowledge External agencies
Building a Talent Pool Line managers
Identifying and Managing Applicants into
Employees and applicants
Vacancies
Integrated, workflow Management of the
Collaborative Community (Managers,
Modules Licensed & linked
Resourcing Proffesionals & Candidates) Core HR & HRMSi & SS
Cost Management of Resourcing I-recruitment
Brand Management Financials
Where is the ROI?

Low ratio Recruiters to Staff
Lower Agency and sourcing costs
Better placement of new Staff (Lower
attrition)
Enterprise Flows: HRMS Sub flows: Total Compensation
Return
Total Compensation Main Flow
Time & Attendance

Value Chain
Payroll

Projects Financials
Enterprise Flows: HRMS: Total Compensation
Return
Define Benefits Policy Enrol Employees
Define Define
Define Administer
Administer Life
Life Define
Define Enrol
Enrol
Benefits Eligibility
Eligibility Open
Open Events
Events Benefit
Benefit Employee
Employee
Structure
Structure Rules
Rules Enrolment
Enrolment Rules
Rules Cost
Cost &
& Value
Value
Programs Age Notify Employee Birth Premiums Standard Benefits
Plans Other Criteria Set Dates Marriage Rates Or Flexible Benefits
Options Fast Formula Divorces Coverage Change Choices
Rules Death Flexible Coverage Benefits Service
Length of Service Centre
Self Service
Process Benefits
Create
Create Supplier
Supplier
Manage
Manage Payment
Payment Reports
Reports Assets
Assets
Absence
Absence Elements
Elements &
& Payments
Payments
Absence control Auto Deductions Employees Car Leases

Paid Time-off & Earnings enrolled Others Vision Corporation
Accruals Premiums HR Specialist
HR Administrator
Compensation Administer Line Manager

Evaluate
Planning Compensation Benefits HR Director
Policy
Compensation
Compensation Employee
Compensation
Compensation Analyse
Analyse
Planning
Planning
Ability
Ability to
to Payroll Clerk
Salary bonus, Mass Changes Attract
Attract and
and
allowances Individual Changes Retain
Retain Payroll Manager
Grade Structures Calculation Factors
Min-Max Comp Devolved Measure retention
Rates Responsibility Analyse recruitment effectiveness
Budgets
See separate flows

Return
HRMS: Total Compensation

Definition and Management of any
Compensation manager
Standard Benefits (Core HR)
Set up of Flexible Benefits (OAB) Employee
Enrolment and elections Cafeteria style Manager
Self-Service Benefits
Benefits Service Centre
Linkage to and Management of Assets
Core HR + Web Comp (in dev)
Integration Out of the Box OAB
Benefits supplier extract facility Payroll, Authoria (in dev)
Where is the ROI?

Reduce cost of Flex by 60%
Reduce absence and attrition
Greater value from Benefits
Strategic purchasing of Benefits
Enterprise Flows: HRMS: Time and Attendance
Return
Define a Policy Define Work Schedules Work Schedules
Define
Define Define
Define Define
Define Time
Time Place
Place Person
Person
Define
Define Work
Work
Holiday
Holiday Accounting
Accounting Compensation
Compensation on
on Work
Work
Schedules
Schedules Methods
Methods Policy
Policy Schedules
Schedules
National Units Compensation Plans Shifts
Regional Eligibility Work Patterns
Industry Absence Types
Company Accrual Rules
Entitlements
Vision Corporation
HR Specialist
Record Time Auto HR Administrator
Auto
Enter
Enter Validate
Validate Record
Record Approve Line Manager
Approve
Requests
Requests Requests
Requests Actuals
Actuals Time
Time Card
Card
Employee
Holiday Leave Balance Individual x

Sick Timekeeper Payroll Clerk
Sabbatical Checking
Approve Batch Data Entry System/ Payroll Manager
Adjustments, workflow Managed
Requests
Auto
Process Time Process Costs/Charges

Auto
Post
Post
Process
Process
Analyse
Analyse Process Process To
To
Project
Project
Time
Time Time
Time Payroll
Payroll Ledger
Ledger
Time
Time
Overtime Trend Rostering Gross up Billing

Costs of Scheduled Reconciliation events Taxation Costing Purchase
Purchase Invoice
Invoice
Unscheduled Time Calculations Payments Utilisation Orders
Orders Customer
Customer
absence Update time balances

Return
HRMS: Time and Attendance

Single Self-service and entry and record HR and Payroll
of time for the whole enterprise
Project Managers
Entry of Time for:
Financial Management Employees
Client / Customer Billing Managers
Payment to Workers
Expenses
Time & Labour
Time policies, work schedules & shifts
Call Centre, Payroll,
Projects, Financials,
Where is the ROI?

Better efficiency & customer satisfaction
Decrease Admin to Staff ratio
Accurate recovery of time
Manager productivity (Authorisations)
Enterprise Flows: HRMS: Payroll
Return
Compensation Collect Data
& Benefits
Compensation
Compensation
Maintain
Maintain
Employee
Employee
Payroll
Payroll
HRMS: Payroll Manage
Manage
Time
Time &
&
Attendance
Attendance
Tax
Tax &
& N.I
N.I
Other
Other
Manual
Manual
Entries
Entries
Compensation Manual Manual EDI Court Orders

Flexible Benefits On-Going Automated Keyed P45s
Bank Account Details Linked to Time and Manual Adjustments
Attendance flow Manual Payments
Retro Pay Process Payroll Process Tax Year End
Enter Process
Process Check
Check
Calculate
Calculate Automated
Automated
Retroactive
Retroactive Retro
Retro Payroll
Payroll
Payroll Rollover
Rollover
Changes
Changes Pay
Pay Results
Results
Back Pay Compensation On-Line Catch errors EDI
Flexible Benefits Batch Correct errors early Tax Codes
Continuous payroll Update Employee
Net to Gross
Vision Corporation
Distribute Pay Post Costs
HR Specialist
HR Administrator
Run
Run 33 Party
rd
rd
Line Manager
Manual
Manual Payment
Payment Reports
Reports General
General Ledger
Ledger
Payments
Payments
Process
Process
Employee
Pre Payments On-line payslip SAYE Standard process
Cheque Statutory reports GAYE to Transfer to GL Payroll Clerk
BACs Payroll Summary Charity Donations
Cash Reconciliation Reports Payroll Manager

Return
HRMS: Payroll

Accurate, on-time Payment of Workers HR department
Full Time, Part Time, Contractors, Payroll
Pensioners, Occasionals Employees
Flexible Rule-basis for any type of Line managers
Calculation
Retropay, continuous calculation, net to
gross, proration, advance pay Modules Licensed & linked
Same centre of data with HR Payroll
Insource or Outsource options Time & Labour, HR, OAB,
Full statutory support Financials, Expenses
Where is the ROI?

Reduce Ratio of Admin: Worker
Reduce peaks & troughs
Enhance flow of data HR Payroll
Key integration with HR
Enterprise Flows: HRMS Sub flows: Competence Management
Return
Value Chain
Competence Management: Main Flow
Learning & Development

Projects Financials
Enterprise Flows: HRMS : Competence Management
Return
Competence Gap Analysis Define Gap Strategy Evaluate Development
Strategies
Define
Define Track
Track Analyse
Analyse Develop
Develop Analyse
Analyse
Competence
Competence Worker
Worker Competence
Competence Strategies
Strategies Results
Results
Req.s
Req.s Competence
Competence Gaps
Gaps to
to Fill
Fill Gaps
Gaps
Org. Structure Common competence Individual Learning Plans
Competence Group Re-Deployment Competence Career Path
framework
Framework Recruitment Employee Succession Plans
Requirements Perf. Mgt., Outsourcing Feedback
Health & Safety Trainer Utilisation
Help Call Metrics
HR Staffing
Levels
Staff Turnover
Define and Build Development Infrastructure % Achieving
Eligibility Targets
Author Triggers Health & Safety Costs
Career Path Modular Access Control Levels Disability 360-degrees
Succession Linked to Partnership Amounts EEO Progress Manager
Plans competencies Ownership Criteria Language assessment
Vision Corporation
Build
Build Define
Define Establish
Establish Define
Define
Define
Define Knowledge
Knowledge HR Specialist
Learning Performance
Performance Legal
Legal Appraisals
Appraisals
Career
Career Mgt.
Mgt.
Programs
Programs Pay
Pay Programs
Programs Compliance
Compliance Process
Process
HR Administrator
Line Manager
Develop Workforce
HR Director
Deliver
Deliver Implement
Implement
Access
Access Action
Action Perform
Perform
Career
Career Path
Path Learning
Learning Compliance
Compliance Employee
Knowledge
Knowledge Pay
Pay Program
Program Appraisals
Appraisals
Program
Program Rule
Rule
Payroll Clerk
Payroll Manager
Place on Path Self Paced Automated Grade Standard Reports Objectives
Succession Plan Class Room Progression Ad hoc Reports Performance Rating
Blended Performance Disciplinary Rules
Linked to Learning Based Pay
and Development Flow Sales Incentives

Return
HRMS: Competence Management

Track employee skills HR department
Skills Gap Analysis Training department
Fill gaps through adequate programs Employees
Appraisals & Performance Management Line managers
Project Managers
Succession Planning and Career Paths
Skill and Competency based resourcing Modules Licensed & linked
of projects
Core HR & SS
Equal Opportunity resourcing and OTA, Project Resourcing, i-
development recruitment, iLearning
Where is the ROI?

Worker Productivity
Project Resourcing Speeds
Targeted Training and Recruitment
Increased Retention- Employer of Choice
Enterprise Flows: HRMS: Learning & Development
Return
Identify Training Needs (Re)Define Learning Structure
Define
Define
Analyse
Analyse (re)Define
(re)Define Build
Build
Identify
Identify Skills
Skills Competencies
Competencies
Training
Training Learning
Learning Learning
Learning
Gap
Gap Delivered
Delivered by
by
Requirements
Requirements Strategy
Strategy Content
Learning
Learning Content
Content
From Competence Analyse skills required Types of learning in-house v. acquired Link back to skills gap
Management flow Identify learning needs External v. internal
Self paced, classroom blended
Choose Learn Assess Evaluate

Learning
Search
Search Analyse
Analyse &&
Select
Select Participate
Participate in
in Assess
Assess
for
for Evaluate
Evaluate
Most
Most Suitable
Suitable Learning
Learning Learning
Learning
Appropriate Learning
Learning
Option
Option Activity
Activity Effectiveness
Effectiveness
Options
Options Strategy
Strategy
Location Based on Search Attend training Feedback Measure
Timing Self-paced effectiveness
Cost Classroom Summarise
Prerequisites Blended Feedback
Competencies
Learning Method
Update
Vision Corporation
Competence HR Specialist
HR Director
Update
Update
HR Administrator
Competence
Competence Employee
Profile
Profile Line Manager
Linked to Competence
Management Flow

Return
HRMS: Learning & Development
What does it cover ? Who is affected?

Assessment of Skills Gap HR department
Development of Learning & development Training department
Plans to fill the gaps Employees
Support for Appraisals, Performance Line managers
Management & Succession Plans Board Members
Staff and Manager self selection and
execution of development
Core HR & HRMSi
OTA & i-learning
Where is the ROI? Financials
Single source for all development Plans
Organisational development consistency
40% saving over Classroom training in use of i-
learning
Reduce costs of training record management
through integration
Reduce absence and attrition through higher
staff motivation
Empower Staff & Managers
Enterprise Flows: HRMS : Employment Lifecycle
Return
Establish Workers Compensation
Capture
Capture Capture
Capture Capture
Induction
Induction Deploy Worker
Worker
Personal
Personal Compensation
Compensation Professional
Professional
Process
Process Workers
Workers Compensation
Compensation
Details
Details Data
Data Details
Details
Security Checks Visa Grade/Step Taxation Qualifications Grant Benefits
Pay Agency Contacts Job Position Court Orders Education Payroll
Learning Data Protection Work Schedule P45 Competencies Raise Pay Invoice
Notify Teams Disability Risk Category etc. Flexible Choice
Allocate Assets Equal Opps. Location Relocation Pay
Work Council Approval Drug Tests Role, Access etc.
Change in Circumstances
Personal/
Personal/ Appraise
Appraise Organisation
Organisation External
External
Professional
Professional Worker
Worker Details
Details Influence
Influence
Details
Life events Assess Performance Mergers Time

e.g Death,Visa Competence Acquisitions Unions Vision Corporation
Taxation, Disciplinary Warning Layoffs Legislation
Court Orders Probationary Policy, Budget Market Forces HR Specialist
HR Administrator
Implement Employment Changes Line Manager
HR Director
Change
Change Change
Change End
Deployment
Deployment Compensation
Compensation Deployment
Deployment Employee
Payroll Clerk
Promote Benefits Suspend
Transfer Flex Benefit Changes Terminate Payroll Manager
Grade Step Payroll Changes Retrieve Assets
International Taxation End Benefits
Acting up
et.c

Return
HRMS: Employment Lifecycle

Transactional end to end employment HR and Payroll
and life changes Employees
Hire to Retire Managers
Corporate and Management Governance Board members
(Information)
HR Administrative Data
e-HR - Single point of information
Core HR & Self Service
Basis for Transformation
Authoria (3rd Party dev)
Where is the ROI?

HR Admin : Staff Ratios 1:1500+
Data Accuracy Strategic
decisions
Ease of Integration
Enterprise Flows: HRMS : Manage Organizational Structure Change
Return
Influencing Factors (Re)Define Organisational Structure Employment Life-cycle
Change
Change in
in External
External (re)Define
(re)Define Implement
Implement
Strategy
Strategy Influence Structure
Structure Change
Change
(De) Mergers Union Jobs see Employment

Acquisitions Legislation Positions Lifecycle Flow
Layoffs Market Forces Reporting Relationships
Policy Change Organisation Hierarchies
Budget
Periodic Review
Competence Corporate Terms & Eligibility Rules Staffing Strategy

Conditions
Define
Define Define
Define Compensation
Compensation Staffing
Staffing
Competence
Competence Terms
Terms && Budgets
Budgets
&& Benefits
Benefits Strategy
Strategy
Requirements
Requirements Conditions
Conditions
Compensation
Health & Safety Hours Allowances Flexible Benefits
See Recruit to Hire Process
Competence Contracts Flexible benefits
Framework Schedules Earnings
Competence Deductions
Requirements Benefits
Vision Corporation
HR Specialist HR Director
HR Administrator Employee
Line Manager

Return
HRMS: Manage Organizational Structure Change

Ability to hold Multiple Organisational HR and Payroll
structures past and present Finance
Drag and drop re-organisations Employees
Graphical representation of Hierarchies Line managers
and Structures
Change consistently across all
applications throughout the Organisation
Core HR
Used for all authorisation processes
iProcurement, iexpenses etc. all parts of the e-suite
related to people
Where is the ROI?

Single Administrative point for
Organisational structures across all e-HR
Applications Lower cost of ownership
Campaign to Result
Determine
Determine Determine
Determine Obtain
Obtain
Create
Create Create
Create
Marketing
Marketing Marketing
Marketing Budget
Budget
Campaign
Campaign Budget
Budget
Objective
Objective Medium
Medium Approval
Approval

Planning Define Marketing Budgets
Define Target Groups Determine
Determine Apply for Approval
Target Campaign Approval
Create Target Groups Target
Decide about Channels Audience/
Audience/
Segment
Segment
Create Offer Execute Campaign Analyze Campaign

Perform
Perform
Create
Create Execute
Execute Interim
Interim
Deliverables
Deliverables Campaign
Campaign Campaign
Campaign
Select
Select Analysis
Analysis
Product
Product
Execute campaign by mail,
phone, web or direct Measure
Measure
Create
Create Execute by traditional Campaign
Campaign
Schedule
Schedule Channels Response
Response
Associate
Associate Schedule Campaigns
Offer
Offer
Create
Create Perform
Perform
Define Products/Services Campaign
Campaign Analysis
Analysis
Define Prices and
Promotions
Metrics
Metrics
Define evaluation Criteria
Define SourceCodes Capture
Create Collateralal
Capture
Vision Corporation
Manage Collateral Create
Create Prospect
Prospect
Target
Target Details
Details Marketing Manager
List
List
Campaign Efficiency Marketing Representative
Campaign to Result
Analyse, Prepare, Plan and Execute Marketing Manager
Budget Management IT Departments
Campaign and Event Management CEO/CIO
Execution by Web, Mail, Phone and Direct Call Center Manager
Marketing
Modules Licenced
Response Management
OMO, A-OMO, MI
Adanced Inbound,
DeDuplication)
Advanced Outbound,
Scripting, eMC
Where is the ROI?
Improve campaign Efficiency
Real Time Analysis

Oracle Full Cycles

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Enterprise Flow Selector

Sell Side In Side Buy Side

Contract to Renewal Concept to Release

Problem to Resolution Forecast to Plan

Order to Cash Procure to Pay

Assets to Property Lifecycle

Financial Planning to Reports

Opportunity to Project Mgmt

For Fast Forward, see Competence Management Enterprise Business Flows

Customer Relationship Manufacturing/ Human Resources/

New Product Introduction

Create and Execute eMail Campaign

Create and Execute Outbound

Telemarketing Campaign with Scripting

Create and Execute Inbound Marketing

Create and Execute Marketing Event

Create, Execute and Modify

Customer Relationship Manufacturing/ Human Resources/

Obtain Approval for Product

Flow Value Statement

CRM: New Product Introduction

What does it cover? Who is affected?

Where is the ROI?

Enterprise Business Flows version Draft 2.5 28 Feb 2002 Slide 4

Define Marketing Objective Create Campaign and Budget

Start Strategic Marketing Campaign Approval

Create Offer Execute Email Campaign

Apply Mail Offer

Flow Value Statement

CRM:Create and Execute eMail Campaign

What does it cover? Who is affected?

Where is the ROI?

Enterprise Business Flows version Draft 2.5 28 Feb 2002 Slide 6

Create Offer (cont.) Execute Offer

Flow Value Statement

CRM: Create and Execute Outbound TeleMarketing Campaign

What does it cover? Who is affected?

Where is the ROI?

Enterprise Business Flows version Draft 2.5 28 Feb 2002 Slide 8

Create Offer (cont.) Execute Offer

Flow Value Statement

CRM: Create and Execute Inbound TeleMarketing Campaign

What does it cover? Who is affected?

Where is the ROI?

Enterprise Business Flows version Draft 2.5 28 Feb 2002 Slide 10

Start Strategic Marketing

Create Offer Execute Event Offer

Flow Value Statement

CRM: Create and Execute Marketing Event

What does it cover? Who is affected?

Where is the ROI?

Enterprise Business Flows version Draft 2.5 28 Feb 2002 Slide 12

Define Marketing Objective Create Campaign and Budget

Start Strategic Marketing

Create Offer Execute Web Campaign

Web Shop Manager

Flow Value Statement

CRM: Create and Execute Web Campaign

What does it cover? Who is affected?

Where is the ROI?

Enterprise Business Flows version Draft 2.5 28 Feb 2002 Slide 14

Lead to Order Main Flow

Lead to Partner to Opportunity

Web Prospect Walk in to Order