It looks like, laying railroad track and run a train car on it. Sometimes, one wants to run a car on somebody else's track switching from his own track. (What say???)
For example, Office A gets a lead, then passes office B to carry on the business.
Today we expand "lead-negotiation-order"process,in "Building an SFA System INSIDE a BPM System" sample model, to enable to pass particular case between offices. Each offices (office A,B,C in this model) must apply workflow down here. (detail can be altered by offices)
<Tasks>
1. Input Lead Info, 2. 1st Contact, 3. Initial Proposal, 4. Proposals to Decision-Maker, 5. Final Negotiations
[Lead-Negotiation-Order-Trans-Office Connection Flow:
"setup for Message Throwing Intermediate Event"]
<Process Data Items>
- Title <Company name>
- String: User company
- String: Department of buyer
- String: Name of buyer
- String: Phone # of buyer
- String: Email of buyer
- String: Area-code of buyer
- String: URL of buyer
- String (Text Box multiple lines): Address of buyer
- String: Department of contact person
- String: Name of contact person
- String: Phone number of contact person
- String: Email of contact person
- String: Other info on related parties
- Select: Selling through partner? (Direct sale / Through partner)
- String: Billing company
- String: Department in billing company
- String: Name of billing company
- String: Phone # of billing company
- String: Email of billing company
- String: Area code of billing company
- String: URL of billing company
- String (Text Box multiple lines): Address of billing company
- Select: Ignore? (Continue / Ignore) : Only task 2
- Select: First proposal progress (First loop / First loop (temporary quote) / Proposal to buyer / End / Lead to office B / Lead to office C) : Only task 3
- Select: Proposal to buyer progress (Proposal to buyer loop / Proposal to buyer loop (quote) / To final proposal / To Initial proposal / End) : Only task 4
- Select: Final negotiation progress (Final negotiation loop / Final negotiation loop (quote) / Report successful agreement / Report loss of order) : Only task 5
- User: Sales staff
- Discussion: Contact records
- String (Text Box multiple lines): Temporary quote
- Select: Type of order (SaaS BPM / SaaS CRM / Other)
- File: Estimate and order data
- Numetric: Number of user licences
- Numetric: Discounts
- Date: Order received on
- Numetric: First invoice amount
- Date: First invoice issued on
- Date: First payment
- String (Text Box multiple lines): Summary and cautionary points
You may find few difference, but there's a process of "end up with sending message" added after task3"Initial Proposal".
It is a function that call up process model in other office.
In this model, sending a case office A holds as a lead to office B(or C).
(Displays as task 2 "1st contact")
We'd better clearly add a task "2b.Lead pass-over from other office" for future expansion.
To setup handing data from process of 'Message Throwing Intermediate Event(X)' to 'Message Start Event(Y)', simply input IDs of Y into each input areas in property of X ,in "Questetra BPM Suite".
Other details are Here
<Task>
1. Input Lead Info, 2. 1st Contact, 2b.Lead pass-over from other office, 3. Initial Proposal, 4. Proposals to Decision-Maker, 5. Final Negotiations
