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DevelopmentTesterSharepoint ServerSoftware readyTest necessary?
Software roll out
Start
New sales quote is created
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Review quote - above orbelow agreed discount levels?
Manager reviews discount level and sales quote
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Above agreed limitEndBelow agreed discount limitApprove / rejectEnd
Process sales quote and approval notes
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approve
Process sales quote as rejected
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rejectReject notification / resubmit?
Send sales quote rejected notification
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Send sales quote approval notification
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Resubmit revised sales quote
Sales quote discount approval

The approval workflow example details a typical sales quote with discount approval, starting from employee submitting a sales quote with a discount for manager approval.

  1. Employee raises and submits a sales quote to the line manager.
  2. The line manager reviews the sales quote and discount level to either approve or reject.
  3. If all information is correct, and the discount meets agreed levels, the sales quote is sent for approval and an approved notification is sent.
  4. If the sales quote contains a discount above agreed levels, it is processed as rejected, with either a rejected notification being sent or to be resubmitted with a revised discount level.

Source: https://www.codelessplatforms.com/blog/approval-process-flow/

Start
Raise purchase requisition
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Manager reviews purchase requisition3
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Is requisition request withinagreed credit limit?PurchaserequisitionapprovedYes - approveApprove / reject
Director approval
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No - needs director approvalApprovePurchaserequisition rejectedRejectReject - send back to make changesIs all information present?E.g. Vendor, RFQ etc.YesNo - update details
Purchase requisition approval

The purchase approval process approval workflow example details a typical purchase requisition approval, starting from employee submitting a purchase requisition for manager or director approval.

  1. Employee raises and submits a sales quote to the line manager.
  2. The line manager reviews the sales quote and discount level to either approve or reject.
  3. If all information is correct, and the discount meets agreed levels, the sales quote is sent for approval and an approved notification is sent.
  4. If the sales quote contains a discount above agreed levels, it is processed as rejected, with either a rejected notification being sent or to be resubmitted with a revised discount level.

Source: https://www.codelessplatforms.com/blog/approval-process-flow/


EmployeeFinance departmentStart
Complete expenses form
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Send to line manager for approval
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Line manager
Review employee expenses form
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Ask employee to make changes and resubmit
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Approve or request changeSend to finance forprocessingMessage
Review expenses form
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Reject
Process expenses claim
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Send paymentconfirmationApprove / rejectapprovereject
Expense approval

The management approval process details a typical expense approval, starting from employee request to manager and finance department approval.

  1. Employee completes and submits expenses form to the line manager.
  2. The line manager reviews the expenses form to either approve or reject. If the expenses form is rejected, the request is sent back to the employee to modify the dates for them to re-submit for further approval.
  3. Upon approval from the line manager, it is sent to the finance department to review.
  4. If the expenses form is rejected, an email notification is sent to the employee / line manager for further action.
  5. If the expenses form is accepted, it is processed accordingly and a payment notification is sent to the employee.

Source: https://www.codelessplatforms.com/blog/approval-process-flow/

EmployeeLine managerSubmit holidayrequest
Holiday request
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Amend dates / make relevant changes
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Receive requestApprove?
Request date change / amendment
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NoHuman resources
Approve and pass to HR for processing
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YesReceive request
Process HR system and update details
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Send confirmation to Line Manager and Employee
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End #123
Holiday approval

The compliance approval process workflow diagram details a typical holiday approval, starting from employee request to manager and HR approval.

  1. Employee submits a holiday request to the line manager.
  2. The line manager reviews the holiday request to either approve or reject. If the holiday request is rejected, the request is sent back to the employee to modify the dates for them to re-submit for further approval.
  3. Upon holiday approval from the line manager, it is sent to HR to be confirmed and processed.
  4. Final confirmation is sent to the employee and their line manager.

Source: https://www.codelessplatforms.com/blog/approval-process-flow/

IT-Support employeeIT-Support System
Document ticket solution
Close ticket
StartEndSupport casefinished?Close ticket?YesNoYesProcessIT-Support ticket#122No
Close IT Support ticket

After the user confirms that the issue of the ticket has been resolved, the ticket is closed.

During this process, the description of the error, the situation and the solution are revised to reflect the final status. This way, the solutions create a knowledge database that can be used for future tickets.

Portfolio ManagerCRM System
Choose target market
Define sub-segment
Analyze sub-segment
Define distribution channel
Store decision
Save market analysis
StartTimerVisionTrendsStartGateway #245Work target market?Sub-segmentsuitable?Market analysis
Study Vision
YesYesNoNo
Analyze target market

The analysis of the target market provides relevant information about the potential and risks that the company expects when it becomes active there.

Risk managerRisk management …Quality managemen…
Retrieve business objects
Define risk avoidance measures
Implement risk avoidance measures
StartEndAnswer on request to Risk Avoidance measures.Risk avoidance measuresChange request
Perform risk treatment

A treatment of risks is carried out. It is examined which measures limit the risk and which controls / checks are necessary for this. The aim of this measure is to bring risks that cannot be resolved to a level acceptable to the company (risk acceptance). 

This process leads to corresponding change requests.

Head of ITQM-SystemPM-System
Check progress of change request
Retrieve progress of internal projects
Make note of the progress
Make note of the progress
End #118Start #117Progress of changerequest OK? #119Progress of internalprojects OK? #120YesNoNoYes
Moderate changes in IT security

Changes to IT security are always implemented in the form of projects or change transactions. The IT management monitors these processes from the perspective of a client.

Head of ITQM-SystemPM-System
Check progress of change request
Retrieve progress of internal projects
Make note of the progress
Make note of the progress
End #118Start #117Progress OK?Progress OK?YesNoNoYes
Moderate changes in general IT services

The implementation of changes to the general IT services is normally done through change transactions or internal projects. The division management monitors these processes as a client in order to intervene accordingly in the event of disruptions.

Head of ITQM-SystemPM-System
Check progress of change request
Retrieve progress of internal projects
Make note of the progress
Make note of the progress
End #116Start #114Progress of changerequest OK?Progress of internalprojects OK?YesNoNoYes
Moderate changes in IT Infrastructure

The IT management monitors the issues on the IT infrastructure, which are handled as internal projects and provided with a project manager, and intervene in the procedure if necessary.

IT-AdministratorIT asset storeIT-Admin system
Retrieve the last output document
Acknowledge receipt of the IT asset
Check IT asset state
Store IT asset
Flag IT asset
IT-AssetreleasedEndFollow up actionsrequired?IT asset flag required?NoYesYesNo
Take IT asset

Previously spent IT assets are recaptured. This happens in case of defect, replacement or employee resignation. The process is triggered by the transfer of equipment or devices to the IT department, which is initiated by another party, e.g:

- When an employee leaves Human Resources

- In case of replacement by the user's supervisor

- In case of defect by the user himself

PIMPortfolio ManagerPlatform Manager
Name product idea
Create product idea proposal
Get approval
Check platform requirements
Evaluate product idea
Store platform requirement
Check request status
Store product idea proposal
Store decision
Product request
Evaluate platform requirement
Decline platform requirement
Approve platform requirement
Suitableproduct ideaStartPlatformrequestStartNew platformnecessary?Platform requirementapproved?Product idea viable?Platform suitable?Product idea proposalProduct ideaproposalNoNoYesNoYesYesYesNoYesNo
Obtain platform requirement
Track product idea

From a target market, suitable requirements were qualified which have enough potential that a closer examination of a product idea is worthwhile here. This is a check whether the demand can be met by the company.

Head of IT & OrganisationReport systemInternal IT-applicationsQM-System
Check department KPIs
Identify suspicious transactions
Request analysis process
Evaluate analysis result
Inform employee
Create a change request
StartEndAbnormalities inKPIs?Initiate Follow-UpMeasures?YesNoRange of key figuresTransaction detailsTransaction details
Track IT

The processes and procedures as well as the performance of information technology are monitored to ensure that they are in line with the company's objectives and strategy.

IT-Support employeeIT-Support System
Retrieve the list of tickets
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Get ticket details
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Close the ticket
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Clarify missing information
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Assign the ticket to employee
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StartTimerEndGateway #155Tickets toassign?Gateway #157Support is stillneeded?Information ismissing?Support is stillneeded?YesYesNoNoYesunassigned ticketNo
Sort out IT support ticket

A support ticket is qualified by the IT staff so that a complete picture of the error exists.

Portfolio ManagerCRM
Describe market sub-segment
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Describe target customer
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Describe target requirements
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Define requirement potential
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Define distribution channel
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Calculate requirement potential
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Evaluate requirement potential
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Keep idea for later use
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Store decision
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Marketsub-segment isrelevantStartProceed with productidea?No
Qualify target market

A target market or sub-market that is considered suitable in relation to the vision of the company or group of companies has been identified accordingly in the IT system. This must now be further qualified.

IT-AdministratorERP-System
Check IT-Asset demand against the budget
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Apply for a special budget
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Specify procurement requirement
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Start task for procurement
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Check the result of carrying out a procurement
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Track input from procurement
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Check the result of tracking the procurement input
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Receive content from procurement
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Check received content
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Take IT-Asset to stock
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Release IT-Asset
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Initiate complaint
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Initiate internal complaint
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DispatchprocurementStartEndIs the demandcovered by thebudget?Special budgetapproved?Procurement created?Track the progress ofspecific procurement?Expected receivedgoods OK?Will content bereceived from aprocurement process?Is the receivedcontent OK?NoYesYesYesYesNoNoNoNoNoNo
Procure IT asset

An IT asset is procured

IT-Support employeeIT-Support System
Ticket to process
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Analyze the case described in the ticket
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Process the ticket
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Request an improvement to application
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StartTimerEndGateway #80Error in application?NoYes
Process IT support ticket

A qualified ticket is recorded and processed by an employee. This involves resolving the error and determining whether fundamental changes to the IT landscape help to avoid the error or increase the service quality of the ITC.

Risk managerQuality managemen…Risk management …
Create change request
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Determine limitations of risk measures
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EndRiskassessmentreportResponse torequest for riskmitigationmeasures.Risk limitation measuresChange RequestRisk limitation measures
Perform risk mitigation

Measures to reduce (risk reduction, risk mitigation) and limit a risk are defined and initiated. This is known as risk mitigation.

Among other measures, the controls are defined and checked that are appropriate for the risk or its limitation.

This process leads to corresponding change requests.

Risk managerRisk management system
Retrieve business objects
Retrieve relevant business objectives
Investigate potential threat
Investigate vulnerability
Examine probability of occurrence
Investigate impact
Bundle risk analysis
StartEndBusiness objective relationBusiness objective relationBusiness objective relationBusiness objective relationBusiness objective relationProbability of occurrencePotential vulnerabilityPotential threatThe impact of a risk on its occurrenceRisk assessment report
Perform risk analysis

A risk analysis (risk assessment) based on risk identification is carried out to evaluate the identified objectives and objects of the business with regard to threat potential (threat), vulnerability of the business, probability of occurrence and impact. The risk analysis leads to a risk evaluation.

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