ITECH5404 FUA Process Architects for A Consulting Company Report Tasks 1. Read the given “Analysis Notes” in file “Analysis Notes 2019.dcox” to understand

ITECH5404 FUA Process Architects for A Consulting Company Report Tasks

1. Read the given “Analysis Notes” in file “Analysis Notes 2019.dcox” to understand how the OE/S process works, and give a textual description of your designed OE/S process including involved process roles, activities, documents, etc. Extra research work is highly suggested, if you are not familiar with sales business processes. (Minimum 400 words)

Don't use plagiarized sources. Get Your Custom Essay on
ITECH5404 FUA Process Architects for A Consulting Company Report Tasks 1. Read the given “Analysis Notes” in file “Analysis Notes 2019.dcox” to understand
Just from $13/Page
Order Essay

2. Create a business process integration plan using the template introduced in our course to show how the created business process should be integrated into the current IT systems and organisational body of the host company. Make reasonable assumptions if needed. (Minimum 300 words)

3. Put all above contents into a report. Your report should also contain sections of executive summary, introduction, conclusion, and references (APA6 or Havard style)

4. I have already done with the bpm diagram based on the process. You have to make a little bit of changes to that diagram

Your report in an MS Word file, plus your BPMN file. Analysis notes for the Order Entry / Sales
Process
The client company is a typical retailing company which procures products from suppliers and sells them
to customers. The order entry/sales (OE/S) process includes the some main steps in the order-to-cash
process, viz., presales activities, sales order processing, picking and packing the goods, and shipping. In
addition, the OE/S process also handles the billing and processes customer payment.
Functions of the OE/S process
The OE/S process reflects an interacting structure of people, equipment, activities, and controls that is
designed to achieve certain goals. The primary function of the OE/S process is to create information
flows that support the following:

Repetitive work routines of the sales order department, credit department, and shipping
department.
The OE/S process does these by capturing, recording and communicating sales-related data. For
example, we need to know the identity of the customer and what the customer has ordered.
These data will be used to determine the total amount of the order to decide whether credit
should be granted and to inform workers in the warehouse that certain goods need to be picked
and transported to the shipping department.

Decision needs of those who manage various sales and marketing functions.
The OE/S process help marketing managers to make decisions by generating information like
customer preferences, market demand changes, etc. Obviously, in addition to these managers,
any number of people within a given organisation may benefit from the information generated
by the OE/S process.
Organisational setting
Figure 1 and Table 1 present the relationship between the OE/S process and its organisaitonal
enviornment. The figure shows the various information flows, depicted as documents, generated or
captured by the OE/S process. The information flows are superimposed onto the organisational
structures that are related to the OE/S process and the multiple entities with which the OE/S process
interacts (customers, carriers, other business processes such as Billing/Accounts Receivable/Cash
Receipts [B/AR/CR] and general ledger).
Fig. 1. Information flowchart of OE/S process
Table 1. Description of horizontal information flows
Flow No.
1
2
3
4
5
6
Description
Customer places order
Sales order department requests credit approval from credit department
Credit department informs sales order department of disposition of credit request
Sales order department acknowledges order to the customer (4a), and notifies the
warehouse (4b), shipping (4c), and the B/AR/CR process (4d) of the sales order.
Warehouse sends completed picking ticket to shipping
Shipping department informs carrier (6a), B/AR/CR process (6b), the general ledger
process (6c), and the sales order department (6d) of the shipment.
Figure 1 and Table 1 reveal six information flows that function as vital communications links among the
various operations departments, business processes, and external entities. Though the figure depicts
these flows using a document symbol, most of them can be implemented using electronic
communications and data stored in an enterprise database. The six information flows shown in Figure 1
and Table 1 are explained further as below.





Flow 1 apprises representatives in the sales order department of a customer request for goods.
This information flow might take the physical form of a telephone call, an entry on a Web site,
or a faxed or mailed customer order.
Flows 2 and 3 represent the credit check. These flows could be a form sent to and from the
credit department, a phone call, a look-up on a customer’s master data, or a request routed by a
system’s workflow module with the credit being authorised via an electronic approval.
Flow 4a could be a form sent to the customer or a confirmation number delivered via a Web site
or read by a clerk over the phone. With flow 4b, the warehouse picks the goods. Flow 4c informs
workers in the shipping department of a pending shipment; this communication facilitates the
operational planning and related activities associated with the shipping function. This
information flow might take the form of a copy of a sales order, or it might be an electronic
image appearing on a computer workstation located in the shipping department. Flow 4d
informs the billing department that a shipment is pending (and that an invoicing process will
soon be required).
Flow 5 accompanies the goods from the warehouse to shipping.
The shipping department prepares the shipping notice (flows 6a-6d) after matching flow 4c and
flow 5. Flows 6a identifies the goods and their destination for the carrier. The billing department
begins the invoicing process, after matching flow 4d and flow 6b. The general ledger uses flow
6c to update inventory and costs of goods sold for the shipment.
The OE/S process in a system perspective
Customers are often ongoing customers, and thus a customer master record including a credit limit is
required to be maintained. In addition, one or more inventory master records including sales prices
should be maintained. Different transaction data, such as order details, inventory transfer-in/out, etc.,
are maintained in different transaction databases, respectively.
Fig. 2. OE/S process flowchart
Figure 2 presents a systems flowchart of the model process. It starts with customer calls received in the
customer service centre. When a customer has called in an order (or through internet, by fax, etc.),
Customer service representatives (CSRs) will do a credit level check with the help of the credit
department and check product availability.
The credit check requires a valid customer number (a new customer will need to register first to get the
customer a number) and the total amount of the current order passed by the CSR. If the total amount of
the current order, any open orders, and the outstanding receivable balance exceeds the customer’s
credit limit, the department will reject the credit approval, otherwise will approve it.
Assuming the customer credit checking has passed, the CSR will retrieve certain standing data, such as
the customer name, address, and credit terms, from the customer master data. The CSR asks the
customer to confirm the name and address to ensure that the correct customer record has been
retrieved. Next, the CSR enters the other data in the sales order, such as the part number, quantity, and
price of each item ordered, total amount of the current order, expected delivery date, etc. If the balance
shown on the inventory data is less than the quantity ordered, back order procedures are initiated.
After the CSR has finished entering the order data, the computer creates a sales order record, updates
the inventory master data to allocate the inventory to the sales order, and gives the CSR a sales order
number that the CSR relays to the customer. Simultaneously, a picking ticket, containing a bar code of
the sales order number, is printed in the warehouse.
As each item is picked, warehouse personnel insert the picked quantities on the picking ticket. When all
the goods have been picked, they compare the goods to the picking ticket, initial the ticket, and then
move the goods and the completed picking ticket to the shipping department.
Shipping personnel scan the bar code on the picking ticket to bring the sales order up on their computer
screen. After they confirm that this is the correct order and that the quantities are correct, they select
the option to record the shipment. This action causes the computer to update the sales order,
inventory, and general ledger master data to reflect the shipment, and to print a packing slip and bill of
lading. The goods are packed, with the packing slip inside, the shipping label (bill of lading) is attached to
the box, and the box is given to the carrier for delivery. The completed picking ticket is discarded.
Error routines are initiated if the customer record does not exist, the customer’s credit limit is not
sufficient, the goods are not available in the correct quantity, the goods picked from the shelf do not
agree with the picking ticket, or the goods to be shipped do not match the picking ticket and sales order.
ITECH 5404 BUSINESS PROCESS ANALYTICS AND CHANGE
Business Process
Deployment/Implementation Plan
1. Target Business Process
1.1 Business Process Description
The student enrolment process starts 2 months before a new semester, and the front desk staff keep collecting
enrolment applications until 3 weeks before semester commencement. The whole lot of applications are forwarded
to internal admin staff, who will concurrently check whether the applicants are eligible for enrolment. If further
documents are needed, the student will be notified and given 1 week time for sending the needed documents back.
After deciding student enrolment, front desk staff will concurrently send out offers or rejection letters to
corresponding students. All applicants should be judged by 1 week before semester starts, otherwise the manager
will be notified. Once an applicant confirms the offer, the front desk staff will create corresponding student profile
in the database after checking the responding applicant against the list of accepted applicants. The whole process
should finish by 3 days before semester starts, and otherwise the manager will be notified.
1.2 Business Process Diagram
See appendix on the last page.
2. Needed Organisational Resources
2.1 Related Role Hierarchy (in family tree format)
Admin manager
Front Desk Staff
Internal Admin Staff
2.2 List of needed organisational resources
Role Name Responsibility
Assigned Activities
Front Desk
Staff
CRICOS Provider No. 00103D
Data entry,
Communicate
with students
As shown in BPMN
diagram
Assignment Template.docx
Rights/Limitations Special requirements
(if applicable)
Receive
Need multiple staff
applications,
when send out
create student
offer/rejection letters.
Page 1 of 5
Internal
Admin Staff
Judge student
application
As shown in BPMN
diagram
Student
Admin
Manager
Overlook the
whole process.
Not specifically, yet the
role can overtake any
activity assigned to front
desk staff or internal
admin staff.
profiles, send our
offer/reject
letters. Cannot
decide
enrolments.
Decide
Need multiple staff
enrolments, notify when decide
students of
enrolments.
missing
document
Cannot create
student profile
All rights
mentioned
above. Not
specific
limitations.
3. Needed IT Resources
3.1 System Architecture
3.2 List of needed IT resources
IT Res.
Function
Related Activities
Name
Student
Enrolment
System
Student
Profile DB
CRICOS Provider No. 00103D
Maintain the
information of
applicants
and
application
data
Store
students
profiles
Input to IT Res.
Output from IT
Res.
‘receive
enrolment
applications’,
‘accept
application’,
‘reject application’
‘check against the
list of accepted
applicants’
‘pick an applicant’
Student
application info,
N/A
enrolment
decision
‘create student
profile’
Initiated profile
of an accepted
student
Updated list of
accepted/rejec
ted applicants
List of
accepted
applicants
List of
accepted/
rejected
applicants
N/A
Assignment Template.docx
Request for an
applicant’s info
Request for an
applicant’s info
Special
Requiremen
ts (if
applicable)
Page 2 of 5
4. Related Business Rules
4.1 Existing rules related to target business process
All existing policies on student enrolment, entry requirement, etc.
4.2 New rules created for target business process
a. The role for activity X and the role for activity Y cannot be the same person.
b. Admin manager can override rule a.
c. Deciding enrolments and notifying application results have to be finished within a short period of time,
and therefore can take multiple staff to process.
d. The enrolment application is open 2 months before semester starts.
e. If an application misses some needed documents or further documents are required for assessment,
student is given 1 week time to submit the documents.
f. The enrolment applications should be assessed and decided to reject or accept 1 week before
semester starts. Otherwise, the manager should be notified to arrange special handling.
g. The enrolment process should finish no later than 3 days before semester starts; otherwise the
manager should be notified to arrange special handling.
5. Business Process Dependency
Business Process Name
Student Record Keeping Process
CRICOS Provider No. 00103D
Assignment Template.docx
Description of Dependency to target
business process
Student record keeping process will
record the new enrolled students
processed by the enrolment process.
Page 3 of 5
Appendix
CRICOS Provider No. 00103D
Assignment Template.docx
Page 4 of 5
CRICOS Provider No. 00103D
Assignment Template.docx
Page 5 of 5
ITECH 5404 Business Process Analytics and Change
Assignment 2
Group assignment (up to 5 students in a group)
Background
You and your team members work as process architects for a consulting company. A client has asked you to
for help them to formally model their Order Entry / Sales (OE/S) process into BPMN diagram(s) and plan for
the implementation. Some materials regarding the OE/S process have been provided to your team, yet they
may not be sufficient. Your team is expected to finish the following tasks.
Tasks
1. Read the given “Analysis Notes” in file “Analysis Notes 2019.dcox” to understand how the OE/S process
works, and give a textual description of your designed OE/S process including involved process roles,
activities, documents, etc. Extra research work is highly suggested, if you are not familiar with sales business
processes. (Minimum 400 words)
2. Create the corresponding BPMN diagram(s) for the described business process, including necessary
activities, events, messages, data, etc. (Minimum 20 meaningful and non-trivial activities).
3. Create a business process integration plan using the template introduced in our course to show how the
created business process should be integrated into the current IT systems and organisational body of the
host company. Make reasonable assumptions if needed. (Minimum 300 words)
4. Put all above contents into a report. Your report should also contain sections of executive summary,
introduction, conclusion, and references (APA6 or Havard style).
Submission
Soft copy: Your report in an MS Word file, plus your BPMN file.
Presentation
Give an oral presentation in class covering tasks 1-3 (with the help of a PowerPoint file).
Length: 10 minutes
Page 1 of 5
Marking Criteria for ITECH 5404 BPAC Assignment 2 Report
OE/S Process
Description
HD
[80-100%]
In addition to DI standard,
innovative design is
applied to your OE/S
process to make it more
effective and/or efficient.
DI
[70-80%)
Very good understanding of OE/S
process, process is designed in a
professional manner.
Credit
[60-70%)
Clear understanding of OE/S
process, logical process
design.
Comprehensive process
description, covering all key
elements for OE/S process.
Process description is
relatively comprehensive,
covering most key elements of
the process.
In addition to DI standard,
creative process design is
shown in the BPMN
diagram.
No mistakes with BPMN element
use. Correct, neat and tidy
presentation. Exact mapping to
process description.
In addition to DI standard,
in-depth analysis is
conducted on some
specific aspects of the
deployment for the
particular process, and
corresponding and
meaningful solutions are
also provided.
Very appropriate assumptions and
descriptions of the host
organisation’s infrastructure.
All elements are present
and very well integrated.
Clear logic flow.
Components present with good
cohesion.
Clear writing style,
15%
BPMN
Diagram
2019, S2
Pass
[50-60%)
Acceptable attempt to describing
a specific OE/S process. The
description includes major
activities, roles, etc., of the
process, though is vague or
general in some parts.
Fail
[
Purchase answer to see full
attachment

Place your order
(550 words)

Approximate price: $22

Calculate the price of your order

550 words
We'll send you the first draft for approval by September 11, 2018 at 10:52 AM
Total price:
$26
The price is based on these factors:
Academic level
Number of pages
Urgency
Basic features
  • Free title page and bibliography
  • Unlimited revisions
  • Plagiarism-free guarantee
  • Money-back guarantee
  • 24/7 support
On-demand options
  • Writer’s samples
  • Part-by-part delivery
  • Overnight delivery
  • Copies of used sources
  • Expert Proofreading
Paper format
  • 275 words per page
  • 12 pt Arial/Times New Roman
  • Double line spacing
  • Any citation style (APA, MLA, Chicago/Turabian, Harvard)

Our guarantees

Delivering a high-quality product at a reasonable price is not enough anymore.
That’s why we have developed 5 beneficial guarantees that will make your experience with our service enjoyable, easy, and safe.

Money-back guarantee

You have to be 100% sure of the quality of your product to give a money-back guarantee. This describes us perfectly. Make sure that this guarantee is totally transparent.

Zero-plagiarism guarantee

Each paper is composed from scratch, according to your instructions. It is then checked by our plagiarism-detection software. There is no gap where plagiarism could squeeze in.

Free-revision policy

Thanks to our free revisions, there is no way for you to be unsatisfied. We will work on your paper until you are completely happy with the result.

Privacy policy

Your email is safe, as we store it according to international data protection rules. Your bank details are secure, as we use only reliable payment systems.

Fair-cooperation guarantee

By sending us your money, you buy the service we provide. Check out our terms and conditions if you prefer business talks to be laid out in official language.