UBPL Introduction
Actor Definitions
General Business Process Stories
- Marketing
...
- Marketer Maintains Product Information
- Marketer Maintains General Site Content
- Product Market Study
- Advertising
- Customer Tracking
- Purchasing
- Sales Forecasting
- Inventory Level Monitoring
- Buyer Places Purchase Order
...
...
Send Payment
Sales
Communicate Product Information
Trigger: Request for Information
Prepare and Deliver Quote
Trigger: Request for Quote
Create Sales Order from Quote
Trigger: Quote Accepted
Receive Sales Order
Trigger: Order received for listed prices (ie no quote)
Online Sales (ecommerce)
Find Product
Add to Cart
Remember Product with Shopping List
Create Account/Profile
Edit Account/Profile
Checkout with Account
Checkout without Account ("anonymous" checkout)
Review Order History and Status
Cancel Order
Request Quote from Cart
- Sales (Managed, Online, etc)
- Sales Representative Seeks Prospects and Opportunities
- Customer Finds Product
- Placing Customer Adds Product to Cart
- Customer Creates and Edits Account (Profile)
- Sales Representative Leads Prospects from RFQ to Sales Order
- Placing Customer Places a Sales Order (Through CSR)
- Placing Customer Places a Sales Order (Online Checkout)
- Placing Customer Places a Sales Order (Through EBay)
- Customer Reviews Order History and Status
- Customer Cancels Order
- Customer Requests Quote from Cart
- Customer Places
...
- Order Processing
...
Fulfillment
Pick
Pack
Ship
Send Invoice
Receive Payment
Warehouse Management
Receive Purchase Order
Trigger: Package arrives with PO#
Receive Return
Trigger: Package arrives with RMA
Receive Other
Trigger: Package arrives with no ID
Put Away
Trigger: Incoming inventory processed and ready for storage.
Bulk to Pick
Trigger: Quantity at pick location drops below threshold.
Optimize Locations
Trigger: Based on touch frequency or other report showing a non-optimical location, move inventory to match frequency or other criteria.
Manufacturing
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- Return Management
- Warehouse Management
- Manufacturing
- AP
- Financial Management
- Budgeting
- Internal Financial Analysis (management metrics, balanced score card)
- External Reporting (government, investors, etc)
- Accounting