Upstream Process of Entering the Client Name, the Template

Monday, July 14, 2014
Records of daily work... By a few devising, it may change the value of them greatly. For example, you can realize a variety of "Data Utilization", if you could realize;
  • no fluctuation in the notation of the client's name
  • precise indication of client's name in the title of Issues
throughout all the Workflow records.

E.g. You can easily search for the records of the past. (Search for specific Issues)
E.g. You can aggregate the total number of times that all sales people visited a particular major company. (Aggregation closed to a Business)
E.g. You can analyze the period and the transition of the communication that began with "Brochure Request" and lead to "submitting estimates". (Cross operational aggregation)

Furthermore, normal activities also might change. For example, rather than advocating OJT blindly, it might help better rookie training just to look at the actual business records. Rather than discussing with experienced staffs, it might help getting the idea of business strategy by looking at actual business records.

In the following Business Process definition, only the upstream Step in which client's name is input actually, is described. It is so to call a Template. You can create various Business Process definitions easily by adding the downstream Steps, such as "Business Visit Report" or " Responding Brochure Request".

[Order-Delivery-Billing flow (Upstream)]

[Order-Delivery-Billing flow (Upstream): "1. Client Registration" screen]

Most of the business data will be entered at upstream Steps. To be more specific, they are the Steps of "Requesting" or "Reporting" or "Recording the Acceptance".

Needless to say, but the efficiency of the downstream increases if data entry at this upstream Step has been more accurate. Moreover, it will be a record that you can take full advantage of it for the data analysis or for data search. So, that is why the automated processes and Input forms in the most upstream step are important.

At the Input form in this Business Process, two Input forms are prepared for inputting the client' name that are (1)"End User Name (Select)" and (2)"End User Name (Text input = Master Update)". The point is you can perform either of,
  • (1) Select to input the client's name from the "Clients master" which is managed by the entire company
  • (2) Type to input in free texts (if it is not registered in the 'Clients Master).
However, an option of
  • (1') Select to input the client's name from the "Clients master" (plus reporting future name change to the manager of the Master)
is available in this example. You might feel a little unspectacular, but you would say it is a very excellent mechanism.

[Data Items List screen]

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