Orders-Deliveries-Payment, Visualizing the Progress

"1.Orders" to "2. Delivery", then ... "3. Billing" to "4. Payment"... A flow of the business...

It's for sure, the investment effect by improvement is large on a "Business Process that is not closed to an enterprise". For example, if the corporate structure became to be able to respond faster and less mistakes, business performance will be enhanced naturally.

However...

• Leaving the processing record of all.
• Automatically Split the flow according to the attributes of the Issue.
• Invoice PDF to be generated automatically, rather than manually.
• The current progress of all Issues to be able to be monitored at any time.

You should not try to define a "Perfect Business Process" from the beginning. The key of business process management activities (BPM activities) is "to start smaller". For example, it would be good to start with partial Steps, instead of entire Steps. For another example, it would also be good to start with ignoring exceptional Issues, instead of all the issues.

The following process diagram is of an "Orders-Delivery-Billing flow" for a Web site design company. Although it seems to be long and large at the first look, but after you looking it for a minute, you will find it "a simple Business Process than you thought". After all, one invoice will be issued on one order registration. In other words, it is not assumed such a case that billing (delivery) is divided into two stages.

Now...suppose the Issues of "double staged delivery" became so frequent that you cannot ignore. What kind of Process improvement can be considered?

[Order-Delivery-Billing flow]

Update Order Management Process of Annual Service Agreement

There are plenty of service agreements that are for period of monthly or annual. Contract of insurance, newspaper subscription contract, contract for communication line, contracts with lawyers and tax accountants, contract of Cloud services...

Cases are not rare in the contract of this kind, that require procedures not only on "new contract", but also on "update". On the services for general consumers, many of them are in the pattern of "automatic new contract × automatic update". But on services for enterprises, there are some cases that proposing additional options, or proposing longer period than the previous, or required explanation of the contents of the service over again.
That is the moment that a Sales staff to play the active part, so it should be performed smoothly, efficiently, without mistake nor leakage. And that is for nobody else but the customers.

The following Workflow definition is a Business process for centrally management of procedures of newly contract and contract updating, contract modification of the halfway, together with managing to invoicing / payment confirmation. I could have held a 'workshop seminar for two hours' just to explain this single flow diagram, but roughly speaking, the flow is that 'Sales' inputs the Orders and 'Management division' issues invoices.

[Procedures for Service Start/Extension/Change (Order-Billing)]

Master Management to Make All the Client to "Input Select"

'The list of Clients' should be managed in a "Table".

A "table" really is convenient. It makes me tired just to think it is described by only strings, whatever it is "roster" or "Product Master". Understanding of the whole aspect become difficult if it is hard to use the "table" such as 'Legal texts', 'regulations' or 'verbal conversations'. ("Table" = Visual Information Management tool)

It is controversial that how to manage the Master Choice information, when managing 'Commonly used Choices' in the entire system. However, many people would agree that managing in 'Rows' and 'Columns'.

The Workflow below, is to update the 'list of Clients' in the Workflow system. It is also a special Workflow to update the system configuration. As actual operation, managing the "list of Clients" on "Google SpreadSheet" etc., which is a Spreadsheet software, and pasting "Clients ID /Company Name" at the first Step of '1. Enter ID and Company Name'. The excellent point of this business process definition (process model) is that you can determine 'the time to the setting to be effective', and that 'The Setting itself' remains as a record.

[Clients List Updating;'1. Enter ID and Company Name' screen]

"Choices .XML" to be Shared with Whole Society (Prefectural Code / Enterprise ID)

I have been introducing the way to use 'Select type Input form' for inputting business data.

• Choices for both of Column A and B (Weekly report by store manager)
• Select from Main Class, Narrowed Down Choices
• Centrally Managing "Option List" Used in a Variety of Internal Business
• Timed Updating of System Common "Choice XML"
• Trick for Eliminating Fluctuation from Client's Name

First of all, 'Business Data' is roughly divided into (A) the data to be input by referencing the master information, copied and Pasted, and (B) the data to be written freely. Of course, there is no clear boundary between them, but if it is an input form that is close to (A), you should consider using 'Choices'.

That is, input forms (Data item) for 'Account Name', etc., are likely to be judged 'to be managed in Master'.

However, is it good enough with 'Master management only in-house", in this Cloud computing era? Needless to say, it is necessary to companies going to actively adopt "standard classification code" in order to increase the operational efficiency of society as a whole.

Here, as the first step to realize these, we are going to study on a case that adding office code of their own (a ~ f) to the Prefectural Code, which is defined by ISO (International Organization for Standardization). (It won't be an pure ISO code, but will be good enough for data analysis in the future. Coexistence of "operational efficiency of day-to-day"and "data utilization in the future" is quite difficult...)

<Prefectural Code "ISO 3166-2:JP" and Provincial Branch Office>

- a. Sendai branch
01:Hokkaido
02:Aomori, 03:Iwate, 04:Miyagi, 05:Akita, 06:Yamagata, 07:Fukushima
- b. Tokyo head office
08:Ibaraki, 09:Tochigi, 10:Gunma, 11:Saitama, 12:Chiba, 13:Tokyo, 14:Kanagawa
15:Niigata, 16:Toyama, 17:Ishikawa, 18:Fukui, 19:Yamanashi, 20:Nagano
- c.Nagoya branch
21:Gifu, 22:Shizuoka, 23:Aichi, 24:Mie
- d. Osaka branch
25:Shiga, 26:Kyoto, 27:Osaka, 28:Hyogo, 29:Nara, 30:Wakayama
31:Tottori, 32:Shimane, 33:Okayama, 34:Hiroshima, 35:Yamaguchi
- e. Takamatu branch
36:Tokushima, 37:Kagawa, 38:Ehime, 39:Kochi
- f. Fukuoka branch
40:Fukuoka, 41:Saga, 42:Nagasaki, 43:Kumamoto, 44:Oita, 45:Miyazaki, 46:Kagoshima
47:Okinawa

[Selection Form Test/Choice XML Generation;"1. Input Choices Data" screen]

Trick for Eliminating Fluctuation from Client's Name

A Workflow needs a [Client Master Data].
How sweet it would be, if 'Company names' were registered without fluctuation.

Brochure Request responding, Visit report, Estimate submission, Order report, Invoice mailing, Contact support,,, Aggregation and analysis on them... Suppose, if there were not for 'fluctuation' in the client name, it would make easier to browse for analysis the basic information for Strategic Planning, such as 'Sales Closing-Rate by Quoted amount and Billed amount' and/or 'The average time between Brochure Request and Purchase Order'. ≪Information≫ obtained from ≪clean data≫ is interminably great. (Even more, if it is big data!)

On the day when the Business process (Business rules and Business procedures) was developed to some degree, you would like to build a [Client Master data] that suites the business characteristics and the size of your company.

Here, we are going to consider in separated two Business flows, 1.)"Request for Client Master Updating" and 2.)"Creating Client Master". That is, separating into a Workflow that employees in any section to report when he or she receives 'Notice of Relocation' or knowing 'Company name change' in the day to day work. The other is a job of Administrative section that updating the Client Master centrally.

Today, we study about a Workflow that a worker can make 1.)"Request for Client Master Updating" within the Business flow of Visit Report to the Boss.

[Visit Reporting flow;"1. meeting Contents' screen]