Monthly Update Sales Prospects for "12 Months Ahead"

Monthly tasks to do.
For general employee, it will be submitting Attendance record, applying for Reimbursement of expenses, etc.
In other hand, for the managers of general administration department or sales department, maybe it will be to and so on.

The motivation is high for developing a Workflow on usual monthly processing of Accounting Department or Labor - Personnel Department, because many employees use it.
But, Workflow development on tasks for only few employees such as creating monthly trial balance and updating sales forecast, tend to be put off.

However, the meaning of designing those into Workflow, which make sales management operations into official records is very large. For example, new coming "Data Viewer" such as new coming executive can browse recorded data of business process of the past at any time.

[Sales Prospect Monthly Report flow]

Making the Process of Budget-Deciding Transparent

Annual budget planning is decided after collecting each division's budget plans.

It happens every year, yet only once a year, so it hardly goes smoothly. Sometimes you have to have a division redo their budget plan. In any case, it's good to make the process of the decision transparent for employees.

If you are new to the company, you may want to see how your predecessor performed the duty. Using a workflow system would allow you to check past records on who did what, when and how.