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Free BPMN business process examples of crypto saving, staking, DeFi, and investing activities. Examples of smart contracts to handle blockchain BPMN modeling.
SEE MODELSDefine the business concept and long-term vision, Develop business strategy, Execute and measure strategic initiatives
Assess the external environment, Survey market and determine customer needs and wants, Assess the internal environment, Establish strategic vision, Conduct organization restructuring opportunities
Identify competitors, Analyze and Evaluate competition, Identify economic trends, Identify political and regulatory issues, Assess new technology innovations, Analyze demographics, Identify social and cultural changes, Identify ecological concerns, Identify intellectual property concerns, Evaluate IP acquisition options
Conduct qualitative/quantitative research and assessments, Capture customer needs and wants, Assess customer needs and wants
Analyze organizational characteristics, Analyze internal operations, Create baselines for current processes, Analyze systems and technology, Analyze financial health, Identify core competencies
Define the strategic vision, Align stakeholders around strategic vision, Communicate strategic vision to stakeholders
Identify restructuring opportunities, Perform due-diligence, Analyze deal options
Evaluate acquisition options, Evaluate merger options, Evaluate de-merger options, Evaluate divesture options
Develop overall mission statement, Define and evaluate strategic options to achieve the objectives, Select long-term business strategy, Coordinate and align functional and process strategies, Create organizational design, Develop and set organizational goals, Formulate business unit strategies, Develop customer experience strategy, Communicate strategies internally and externally
Define current business, Formulate mission, Communicate mission
Define strategic options, Assess and analyze impact of each option, Develop BB strategy, Develop BC strategy, Develop partner/alliance strategy, Develop merger/demerger/acquisition/exit strategy, Develop innovation strategy, Develop sustainability strategy, Develop global support strategy, Develop shared services strategy, Develop lean/continuous improvement strategy, Develop innovation strategy and framework
Identify implications for key operating model business elements that require change, Identify implications for key technology aspects
Evaluate breadth and depth of organizational structure, Perform job-specific roles mapping and value-added analyses, Develop role activity diagrams to assess hand-off activity, Perform organization redesign workshops, Design the relationships between organizational units, Develop role analysis and activity diagrams for key processes, Assess organizational implication of feasible alternatives, Migrate to new organization
Identify organizational goals, Establish baseline metrics, Monitor performance against goals
Analyze business unit strategies, Identify core competency for each business unit, Refine business unit strategies in support of company strategy
Assess customer experience, Design customer experience, Design customer experience support structure, Develop customer experience roadmap to develop and implement defined capabilities
Identify and review customer touchpoints, Assess customer experience across touchpoints, Perform root cause analysis of problematic customer experiences
Define and manage personas, Create customer journey maps, Define single view of the customer for the organization, Define a vision for the customer experience, Validate with customers, Align experience with brand values and business strategies, Develop content strategy
Identify required capabilities, Identify impact on functional processes
Develop strategic initiatives, Evaluate strategic initiatives, Select strategic initiatives, Establish high-level measures, Execute strategic initiatives
Identify strategic priorities, Develop strategic initiatives based on business/customer value, Review with stakeholders
Determine business value for each strategic priority, Determine the customer value for each strategic priority
Prioritize strategic initiatives, Communicate strategic initiatives to business units and stakeholders
Identify business value drivers, Establish baselines for business value drivers, Monitor performance against baselines
Plan and acquire assets, Design and construct productive assets, Maintain productive assets, Dispose of assets
Develop property strategy and long term vision, Plan facility, Provide workspace and facilities, Manage facilities operations
Confirm alignment of property requirements with business strategy, Assess the external environment, Determine build or buy decision
Design facility, Analyze budget, Select property, Negotiate terms for facility, Manage construction or modification to building
Acquire workspace and facilities, Change fit/form/function of workspace and facilities
Manage capital program for productive assets, Design and plan asset construction, Schedule and perform construction work, Manage asset construction
Define capital investment plan, Monitor capital program, Secure construction financing
Develop construction strategy, Perform construction performance management, Obtain construction permissions, Design assets, Plan construction resources
Schedule work, Obtain resources, Construct new assets, Augment existing assets, Renew/Replace assets
Monitor work performance, Undertake quality control, Create work and asset records, Manage safety, security, and access to sites
Plan asset maintenance, Manage asset maintenance, Perform asset maintenance
Develop maintenance strategies, Analyze assets and predict maintenance requirements, Specify maintenance policies, Integrate preventive maintenance into operations schedule, Identify work management tasks & priorities, Conduct resource planning, Create work plans
Schedule work, Obtain required resources, Undertake quality control, Update work and asset records, Manage maintenance work safety, Define maintenance performance targets, Monitor maintenance performance against targets/contracts
Perform preventative asset maintenance, Perform routine asset maintenance, Perform corrective asset maintenance and repairs, Identify unplanned maintenance requirements, Perform unplanned maintenance and repairs
Develop exit strategy, Decommission productive assets, Perform sale or trade, Perform abandonment, Perform waste and hazardous goods management
Manage enterprise risk, Manage compliance, Manage remediation efforts, Manage business resiliency
Establish the enterprise risk framework and policies, Oversee and coordinate enterprise risk management activities, Manage business unit and function risk
Determine risk tolerance for organization, Develop and maintain enterprise risk policies and procedures, Identify and implement enterprise risk management tools, Coordinate the sharing of risk knowledge across the organization, Prepare and report enterprise risk to executive management and board
Identify enterprise level risks, Assess risks to determine which to mitigate, Develop risk mitigation and management strategy and integrate with existing performance management processes, Verify business unit and functional risk mitigation plans are implemented, Ensure risks and risk mitigation actions are monitored, Report on risk activities, Coordinate business unit and functional risk management activities, Ensure that each business unit/function follows the enterprise risk management process, Ensure that each business unit/function follows the enterprise risk reporting process
Identify risks, Assess risks using enterprise risk framework policies and procedures, Develop mitigation plans for risks, Implement mitigation plans for risks, Monitor risks, Analyze risk activities and update plans, Report on risk activities
Establish compliance framework and policies, Manage regulatory compliance
Develop enterprise compliance policies and procedures, Implement enterprise compliance activities, Manage internal audits, Maintain controls-related technologies and tools
Develop regulatory compliance procedures, Identify applicable regulatory requirements, Monitor the regulatory environment for changing or emerging regulations, Assess current compliance position and identify weaknesses or shortfalls therein, Implement missing or stronger regulatory compliance controls and policies, Monitor and test regulatory compliance position and existing controls, Compile and communicate compliance scorecard(s), Compile and communicate internal and regulatory compliance reports, Maintain relationships with regulators as appropriate
Create remediation plans, Contact and confer with experts, Identify/dedicate resources, Investigate legal aspects, Investigate damage cause, Amend or create policy
Develop the business resilience strategy, Perform continuous business operations planning, Test continuous business operations, Maintain continuous business operations, Share knowledge of specific risks across other parts of the organization
Build investor relationships, Manage government and industry relationships, Manage relations with board of directors, Manage legal and ethical issues, Manage public relations program
Plan, build, and manage lender relations, Plan, build, and manage analyst relations, Communicate with shareholders
Manage government relations, Manage relations with quasi-government bodies, Manage relations with trade or industry groups, Manage lobby activities
Assess relationships, Appoint responsible executives, Monitor relationships, Receive input from internal advisors, Receive input from external advisors, Liaise with authorities
Establish relationships with agencies, Respond to audit inquiries, Maintain documentation of contacts, Plan and manage meetings
Evaluate the requirements for strategic relationships, Monitor the success of the partnerships, Extend or change the relationships
Create ethics policies, Manage corporate governance policies, Develop and perform preventive law programs, Ensure compliance, Manage outside counsel, Protect intellectual property, Resolve disputes and litigations, Provide legal advice/counseling, Negotiate and document agreements/contracts
Assess problem and determine work requirements, Engage/Retain outside counsel if necessary, Receive strategy/budget, Receive work product and manage/monitor case and work performed, Process payment for legal services, Track legal activity/performance
Manage copyrights, patents, and trademarks, Maintain intellectual property rights and restrictions, Administer licensing terms, Administer options
Manage community relations, Manage media relations, Promote political stability, Create press releases, Issue press releases
Manage business processes, Manage portfolio, program, and project, Manage enterprise quality, Manage change, Develop and manage enterprise-wide knowledge management (KM) capability, Measure and benchmark, Manage environmental health and safety (EHS)
Establish and maintain process management governance, Define and manage process frameworks, Define processes, Manage process performance, Improve processes
Define and manage governance approach, Establish and maintain process tools and templates, Assign and support process ownership, Perform process governance activities
Establish and maintain process framework, Identify cross-functional processes
Scope processes, Analyze processes, Model and document processes, Publish processes
Provide process training, Support process execution, Measure and report process performance
Identify and select improvement opportunities, Manage improvement projects, Perform continuous improvement activities
Establish portfolio strategy, Define portfolio governance, Monitor and control portfolio
Establish program structure and approach, Manage program stakeholders and partners, Manage program execution, Review and report program performance
Establish project scope, Develop project plans, Execute projects, Review and report project performance, Close projects
Identify project requirements and objectives, Identify project resource requirements, Assess culture and readiness for project management approach, Identify appropriate project management methodologies, Create business case and obtain funding, Develop project measures and indicators
Define roles and resources, Acquire/secure project resources, Identify specific IT requirements, Create training and communication plans, Design recognition and reward approaches, Design and plan launch of project, Deploy the project
Evaluate impact of project management (strategy and projects) on measures and outcomes, Report the status of project, Manage project scope, Promote and sustain activity and involvement, Realign and refresh project management strategy and approaches
Establish quality requirements, Evaluate performance to requirements, Manage non-conformance, Implement and maintain the enterprise quality management system (EQMS)
Define critical-to-quality characteristics, Define preventive quality activities, Develop quality controls, Prove capability to assess compliance with requirements, Finalize quality plan
Define process steps for controls (or integration points), Define sampling plan, Identify measurement methods, Define required competencies
Conduct test and collect data, Record result(s), Determine disposition of result(s)
Assess sample significance, Summarize result(s), Recommend actions, Decide next steps
Assess potential impact, Determine immediate action(s), Identify root cause(s), Take corrective or preventative action, Close non-conformance
Define the quality strategy, Plan and deploy the EQMS scope, targets, and goals, Identify core EQMS processes, controls, and metrics, Develop and document EQMS policies, procedures, standards, and measures, Assess the EQMS performance, Create environment and capability for EQMS improvement(s)
Reward quality excellence, Create and maintain quality partnerships, Maintain talent capabilities and competencies, Incorporate EQMS messaging into communication channels, Assure independent EQMS management access to appropriate authority in the organization, Transfer proven EQMS methods
Select process improvement methodology, Determine stakeholders, Assess readiness for change, Identify change champion(s), Form design team, Define scope, Understand current state, Define future state, Conduct organizational risk analysis, Assess cultural issues, Identify impacted groups, Determine degree/extent of impact, Establish accountability for change management, Identify barriers to change, Determine change enablers, Identify resources and develop measures
Assess connection to other initiatives, Develop change management plans, Develop training plan, Develop communication plan, Assign change champion(s), Develop rewards/incentives plan, Establish change adoption metrics, Establish/Clarify new roles, Identify budget/roles
Create commitment for improvement/change, Reengineer business processes and systems, Support transition to new roles or exit strategies for incumbents, Monitor change, Report on change
Monitor improved process performance, Capture and reuse lessons learned from change process, Take corrective action as necessary
Develop KM strategy, Assess KM capabilities
Develop governance model, Establish central KM core group, Define roles and accountability of core group versus operating units, Develop funding models, Identify links to key initiatives, Develop core KM methodologies, Assess IT needs and engage IT function, Develop training and communication plans, Develop change management approaches, Develop strategic measures and indicators
Assess maturity of existing KM initiatives, Evaluate existing KM approaches, Identify gaps and needs, Enhance/Modify existing KM approaches, Develop new KM approaches, Implement new KM approaches
Create and manage organizational performance strategy, Benchmark performance, Evaluate process performance
Create enterprise measurement systems model, Measure process productivity, Measure cost effectiveness, Measure staff efficiency, Measure cycle time
Conduct performance assessments, Develop benchmarking capabilities, Conduct internal process and external competitive benchmarking, Conduct gap analysis, Establish need for change
Establish appropriate performance indicators (metrics), Establish monitoring frequency, Collect data, Calculate performance measures, Identify performance trends, Analyze performance against benchmark data, Prepare reports, Develop performance improvement plan
Determine environmental health and safety impacts, Develop and execute functional EHS program, Train and educate functional employees, Monitor and manage functional EHS management program
Evaluate environmental impact of products, services, and operations, Conduct health and safety and environmental audits
Identify regulatory and stakeholder requirements, Assess future risks and opportunities, Create EHS policy, Record and manage EHS events
Communicate EHS issues to stakeholders and provide support
Manage EHS costs and benefits, Measure and report EHS performance, Implement emergency response program, Implement pollution prevention program, Provide employees with EHS support
Govern and manage product/service development program, Generate and define new product/service ideas, Develop products and services
Manage product and service portfolio, Manage product and service life cycle, Manage patents, copyrights, and regulatory requirements, Manage product and service master data
Evaluate performance of existing products/services against market opportunities, Confirm alignment of product/service concepts with business strategy, Prioritize and select new product/service concepts, Plan and develop cost and quality targets, Specify development timing targets, Plan for product/service offering modifications
Develop plan for new product/service development and introduction/launch, Introduce new products/services, Retire outdated products/services, Identify and refine performance indicators, Conduct post launch review
Carry out post launch analytics to test the acceptability in the market, Review market performance, Review effectiveness of supply chain and distribution network, Apply data and analytics to review supply chain methodologies, Review quality and performance of the product/service, Conduct financial review, Conduct new product development process assessment
Conduct mandatory and elective reviews, Review infringement of patents and copyrights, Determine patent and copyright needs, Define product technical documentation management requirements, Manage regulatory requirements
Train employees on appropriate regulatory requirements, Maintain records for regulatory agencies, Manage regulatory submission life cycle
Manage materials master lists, Manage bills of material, Manage routings, Manage specifications, Manage drawings, Manage product/material classification, Develop and maintain quality/inspection documents, Maintain process specification data, Manage traceability data, Review and approve data access requests
Perform discovery research, Generate new product/service concepts, Define product/service development requirements
Identify new technologies, Develop new technologies, Assess feasibility of integrating new leading technologies into product/service concepts
Gather new product/service ideas and requirements, Analyze new product/service ideas and requirements, Evaluate new product/service inputs and requirements, Formulate new product/service concepts, Identify potential improvements to existing products and services
Define product/service requirements, Define post launch support model, Identify product/service bundling opportunities
Define basic functional requirements, Derive interoperability requirements for products and services, Derive safety requirements for products and services, Derive security requirements for products and services, Derive regulatory compliance requirements, Derive requirements from industry standards, Develop user experience requirements, Derive services-as-a-product offering
Design and prototype products and services, Test market for new or revised products and services, Prepare for production/service delivery
Assign resources to product/service project, Prepare high-level business case and technical assessment, Develop product/service design specifications, Develop user experience design specifications, Provide warranty-related recommendations, Document design specifications, Conduct mandatory and elective external reviews, Design products/services, Build prototypes/proof of concepts, Develop and test prototype production and/or service delivery process, Eliminate quality and reliability problems, Conduct in-house product/service testing and evaluate feasibility, Identify design/development performance indicators, Collaborate on design with suppliers and external partners
Identify requirements for product/service design/development partners
Design for manufacturing, Design for product servicing, Design for re-manufacturing, Review product troubleshooting methodology, Design and manage product data, design, and bill of materials, Design for product upgrades
Prepare detailed market study, Conduct customer tests and interviews, Finalize product/service characteristics and business cases, Finalize technical requirements
Design and obtain necessary capabilities/materials and equipment, Identify requirements for changes to manufacturing/delivery processes, Request engineering/process change, Install and validate production/service delivery process, Validate launch procedures
Understand markets, customers, and capabilities, Develop marketing strategy, Develop and manage marketing plans, Develop sales strategy, Develop and manage sales plans
Perform customer and market intelligence analysis, Evaluate and prioritize market opportunities
Conduct customer and market research, Identify market segments, Analyze market and industry trends, Analyze competing organizations, competitive/substitute products/services, Evaluate existing products/services, Assess internal and external business environment
Quantify market opportunities, Determine target segments, Prioritize opportunities consistent with capabilities and overall business strategy, Validate opportunities
Define offering and customer value proposition, Define pricing strategy, Define and manage channel strategy, Analyze and manage channel performance, Develop marketing communication strategy, Design and manage customer loyalty program
Define offering and positioning, Develop value proposition including brand positioning for target segments, Validate value proposition with target segments, Develop new branding
Conduct pricing analysis, Establish guidelines for applying pricing and discounting of products/services, Establish pricing targets, Approve pricing strategies/policies and targets
Determine channels to be supported, Establish channel objectives, Determine channel role and fit with target segments, Select channels for target segments, Identify required channel capabilities, Evaluate channel attributes and potential partners, Orchestrate seamless customer experience across supported channels, Develop and manage execution roadmap
Define omni-channel strategy, Define omni-channel requirements, Develop omni-channel policies and procedures
Establish channel-specific metrics and targets, Monitor and report performance, Monitor and report events influencing factors, Analyze performance, Develop plan for improvements
Develop customer communication calendar, Define public relations (PR) strategy, Define direct marketing strategy, Define internal marketing communication strategy, Identify new media for marketing communication, Define new media communication strategy, Define point of sale (POS) communication strategy, Define communication guidelines and mechanisms
Define customer loyalty program, Acquire members to customer loyalty program, Build engagement and relationship with members, Monitor customer loyalty program benefits to the enterprise and the customer, Optimize loyalty program value to both the enterprise and the customer
Establish goals, objectives, and metrics for products/services by channel/segment, Establish marketing budgets, Develop and manage pricing, Develop and manage promotional activities, Track customer management measures, Analyze and respond to customer insight, Develop and manage packaging strategy, Manage product marketing content
Confirm marketing alignment to business strategy, Determine costs of marketing, Create marketing budget, Determine projected ROI for marketing investment
Understand resource requirements for each product/service and delivery channel/method, Determine corporate incentives, Determine pricing based on volume/unit forecast, Execute pricing plan, Evaluate pricing performance, Refine pricing as needed, Implement promotional pricing programs, Implement other retail pricing programs, Communicate and implement price changes, Achieve regulatory approval for pricing
Define promotional concepts and objectives, Develop marketing messages, Define target audience, Plan and test promotional activities, Execute promotional activities, Evaluate promotional performance metrics, Refine promotional performance metrics, Incorporate learning into future/planned consumer promotions
Determine customer lifetime value, Analyze customer revenue trend, Analyze customer attrition and retention rates, Analyze customer metrics, Revise customer strategies, objectives, and plans based on metrics
Monitor and respond to social media activity, Analyze customer website activity, Analyze customer purchase patterns, Develop business rules to provide personalized offers, Monitor effectiveness of personalized offers and adjust offers accordingly
Plan packaging strategy, Test packaging options, Execute packaging strategy, Refine packaging
Develop sales forecast, Develop sales partner/alliance relationships, Establish overall sales budgets, Establish sales goals and measures, Establish customer management measures
Gather current and historic order information, Analyze sales trends and patterns, Generate sales forecast, Analyze historical and planned promotions and events
Identify alliance opportunities, Design alliance programs and methods for selecting and managing relationships, Select alliances, Develop customer trade strategy and customer objectives/targets, Define trade programs and funding options, Conduct planning activities for major trade customers, Develop partner and alliance management strategies, Establish partner and alliance management goals, Establish partner and alliance agreements, Develop promotional and category management calendars (trade marketing calendars), Create strategic and tactical sales plans by customer, Communicate planning information to customer teams
Calculate product market share, Calculate product revenue, Determine variable costs, Determine overhead and fixed costs, Calculate net profit, Create budget
Manage leads/opportunities, Manage customers and accounts, Develop and manage sales proposals, bids, and quotes, Manage sales orders, Manage sales partners and alliances
Identify potential customers, Identify/receive leads/opportunities, Validate and qualify leads/opportunities, Match opportunities to business strategy, Develop opportunity win plans, Manage opportunity pipeline, Determine sales resource allocation, Manage customer sales calls
Perform sales calls, Perform pre-sales activities, Manage customer meetings/workshops, Close the sale, Record outcome of sales process
Select key customers/accounts, Develop sales/key account plan, Manage sales/key account plan, Manage customer relationships, Manage customer master data
Collect and merge internal and third-party customer information, De-duplicate customer data
Receive Request For Proposal (RFP)/Request For Quote (RFQ), Refine customer requirements, Review RFP/RFQ request, Perform competitive analysis, Validate with strategy/business plans, Understand customer business and requirements, Develop solution and delivery approach, Identify staffing requirements, Develop pricing and scheduling estimates, Conduct profitability analysis, Manage internal reviews, Manage internal approvals, Submit/present bid/proposal/quote to customer, Revise bid/proposal/quote, Manage notification outcome
Accept and validate sales orders, Collect and maintain account information, Determine availability, Determine fulfillment process, Enter orders into system, Identify/perform cross-sell/up-sell activity, Process back orders and updates, Handle order inquiries including post-order fulfillment transactions
Administer key account details, Retrieve full customer details, Modify involved party details, Record address details, Record contact details, Record key customer communication profile details, Review involved party information, Terminate involved party information
Provide sales and product/service training to sales partners/alliances, Provide marketing materials to sales partners/alliances, Evaluate partner/alliance results, Manage sales partner/alliance master data
Provide certification enablement training, Manage certifications and skills, Provide support to partners/alliances
Plan for and align supply chain resources, Procure materials and services, Produce/Manufacture/Deliver product, Manage logistics and warehousing
Develop production and materials strategies, Manage demand for products and services, Create materials plan, Create master production schedule, Plan distribution requirements, Establish distribution planning constraints, Review distribution planning policies, Develop quality standards and procedures
Define manufacturing goals, Define labor and materials policies, Define outsourcing policies, Define capital expense policies, Define capacities, Define production network and supply constraints, Define production process, Define standard operating procedures, Define production workplace layout and infrastructure
Develop baseline forecasts, Collaborate with customers, Develop consensus forecast, Determine available to promise, Monitor activity against forecast and revise forecast, Evaluate and revise forecasting approach, Measure forecast accuracy
Create unconstrained plan, Collaborate with supplier and contract manufacturers, Identify critical materials and supplier capacity, Monitor material specifications, Generate constrained plan, Define production balance and control
Model production network to enable simulation and optimization, Create master production schedule, Maintain master production schedule
Maintain master data, Determine finished goods inventory requirements at destination, Determine product storage facility requirements, Calculate requirements at destination, Calculate consolidation at source, Manage collaborative replenishment planning, Calculate and optimize destination dispatch plan, Manage dispatch plan attainment, Calculate and optimize destination load plans, Manage partner load plan, Manage cost of supply, Manage capacity utilization
Establish distribution center layout constraints, Establish inventory management constraints, Establish transportation management constraints, Establish storage management constraints
Review distribution network, Establish sourcing relationships, Establish dynamic deployment policies
Establish quality targets, Develop standard testing procedures, Communicate quality specifications
Develop sourcing strategies, Select suppliers and develop/maintain contracts, Order materials and services, Manage suppliers
Develop procurement plan, Clarify purchasing requirements, Develop inventory strategy, Match needs to supply capabilities, Analyze organizations spend profile, Seek opportunities to improve efficiency and value, Collaborate with suppliers to identify sourcing opportunities
Select suppliers, Certify and validate suppliers, Negotiate and establish contracts, Manage contracts
Process/Review requisitions, Approve requisitions, Solicit/Track vendor quotes, Create/Distribute purchase orders, Expedite orders and satisfy inquiries, Record receipt of goods, Research/Resolve exceptions
Monitor/Manage supplier information, Prepare/Analyze procurement and vendor performance, Support inventory and production processes, Monitor quality of product delivered
Schedule production, Produce product, Perform quality testing, Maintain production records and manage lot traceability
Model and simulate plant, Generate line level plan, Generate detailed schedule, Schedule production orders and create lots, Schedule preventive (planned) maintenance (preventive maintenance orders), Schedule requested (unplanned) maintenance (work order cycle), Release production orders and create lots
Manage raw material inventory, Execute detailed line schedule, Report maintenance issues, Rerun defective items, Monitor and optimize production process, Assess production performance
Automate and control plant, Perform advanced process control, Perform real-time optimization, Manage plant alarms and alerts
Calibrate test equipment, Perform testing using the standard testing procedure, Record test results, Track and analyze non-conformance trends, Perform root cause analysis
Determine lot numbering system, Determine lot use
Provide logistics governance, Plan and manage inbound material flow, Operate warehousing, Operate outbound transportation
Translate customer service requirements into logistics requirements, Design logistics network, Communicate outsourcing needs, Develop and maintain delivery service policy, Optimize transportation schedules and costs, Define key performance measures, Define reverse logistics strategy
Plan inbound material receipts, Manage inbound material flow, Monitor inbound delivery performance, Manage flow of returned products, Control quality of returned parts
Track inventory deployment, Receive, inspect, and store inbound deliveries, Track product availability, Pick, pack, and ship product for delivery, Track inventory accuracy, Track third-party logistics storage and shipping performance, Manage physical finished goods inventory
Plan, transport, and deliver outbound product, Track carrier delivery performance, Manage transportation fleet, Process and audit carrier invoices and documents
Establish service delivery governance and strategies, Manage service delivery resources, Deliver service to customer
Establish service delivery governance, Develop service delivery strategies
Set up and maintain service delivery governance and management system, Manage service delivery performance, Manage service delivery development and direction, Solicit feedback from customer on service delivery satisfaction
Define service delivery goals, Define labor policies, Evaluate resource availability, Define service delivery network and supply constraints, Define service delivery process, Review and validate service delivery procedures, Define service delivery workplace layout and infrastructure
Manage service delivery resource demand, Create resource plan, Enable service-delivery resources
Monitor pipeline, Develop baseline forecasts, Collaborate with customers, Develop consensus forecast, Determine availability of skills to deliver on current and forecast customer orders, Monitor activity against forecast and revise forecast, Evaluate and revise forecasting approach, Measure forecast accuracy
Define and manage skills taxonomy, Create resource plan, Match resource demand with capacity, skills, and capabilities, Collaborate with suppliers and partners to supplement skills and capabilities, Identify critical resources and supplier capacity, Monitor and manage resource capacity and availability
Develop training plan, Develop training materials, Manage training schedule, Deliver operations training, Deliver technical training, Perform skill and capability testing, Evaluate training effectiveness
Initiate service delivery, Execute service delivery, Complete service delivery
Review contract and agreed terms, Understand customer requirements and define refine approach, Modify/revise and approve project plan, Review customer business objectives, Confirm environmental readiness, Identify, select, and assign resources, Plan for service delivery
Establish people objectives, Establish engagement rules
Analyze environment and customer needs, Define solution, Validate solution, Identify changes, Obtain approval to proceed, Make build/buy solution, Deploy solution
Conduct service delivery/project review and evaluate success, Complete/finalize financial management activities, Confirm delivery according to contract terms, Release resources, Manage service delivery completion, Harvest knowledge, Archive records and update systems
Develop customer care/customer service strategy, Plan and manage customer service contacts, Service products after sales, Manage product recalls and regulatory audits, Evaluate customer service operations and customer satisfaction
Define customer service requirements across the enterprise, Define customer service experience, Define and manage customer service channel strategy, Define customer service policies and procedures, Establish target service level for each customer segment, Define warranty offering, Develop recall strategy
Determine and document warranty policies, Create and manage warranty rules/claim codes for products, Agree warranty responsibilities with suppliers, Define warranty related offerings for customers, Communicate warranty policies and offerings
Plan and manage customer service work force, Manage customer service problems, requests, and inquiries, Manage customer complaints, Process returns, Report incidents and risks to regulatory bodies
Forecast volume of customer service contacts, Schedule customer service work force, Track work force utilization, Monitor and evaluate quality of customer interactions with customer service representatives
Receive customer problems, requests, and inquiries, Analyze problems, requests, and inquiries, Resolve customer problems, requests, and inquiries, Respond to customer problems, requests, and inquiries, Identify and capture upsell/cross-sell opportunities, Deliver opportunity to sales team
Receive customer complaints, Route customer complaints, Resolve customer complaints, Respond to customer complaints, Analyze customer complaints and response/redressal
Process warranty claims, Manage supplier recovery, Service products, Salvage or repair returned products
Receive warranty claim, Validate warranty claim, Investigate warranty issues, Determine responsible party, Manage preauthorizations, Approve or reject warranty claim, Notify originator of approve/reject decision, Authorize payment, Close claim, Reconcile warranty transaction disposition
Define issue, Investigate issue/perform root cause analysis, Receive investigation result/recommendation for corrective action
Create supplier recovery claims, Negotiate recoveries with suppliers
Identify and schedule resources to meet service requirements, Provide service to specific customers, Ensure quality of service
Create resourcing plan and schedule, Create service order fulfillment schedule
Organize daily service order fulfillment schedule, Execute product repair, Manage service order fulfillment
Identify completed service orders for feedback, Identify incomplete service orders and service failures, Solicit customer feedback on services delivered, Process customer feedback on services delivered
Perform salvage activities, Manage repair/refurbishment and return to customer/stock
Initiate recall, Assess the likelihood and consequences of occurrence of any hazards, Manage recall related communications, Submit regulatory reports, Monitor and audit recall effectiveness, Manage recall termination
Measure customer satisfaction with customer problems, requests, and inquiries handling, Measure customer satisfaction with customer- complaint handling and resolution, Measure customer satisfaction with products and services, Evaluate and manage warranty performance, Evaluate recall performance
Solicit customer feedback on customer service experience, Analyze customer service data and identify improvement opportunities, Provide customer feedback to product management on customer service experience
Solicit customer feedback on complaint handling and resolution, Analyze customer complaint data and identify improvement opportunities, Identify common customer complaints
Gather and solicit post-sale customer feedback on products and services, Solicit post-sale customer feedback on ad effectiveness, Solicit customer feedback on cross-channel experience, Analyze product and service satisfaction data and identify improvement opportunities, Provide feedback and insights to appropriate teams (product design/development, marketing, manufacturing)
Measure customer satisfaction with warranty handling and resolution, Monitor and report on warranty management metrics, Identify improvement opportunities, Identify opportunities to eliminate warranty waste, Investigate fraudulent claims
Develop and manage human resources planning, policies, and strategies, Recruit, source, and select employees, Develop and counsel employees, Manage employee relations, Reward and retain employees, Redeploy and retire employees, Manage employee information and analytics, Manage employee communication, Deliver employee communications
Develop human resources strategy, Develop and implement workforce strategy and policies, Monitor and update strategy, plans, and policies, Develop competency management models
Identify strategic HR needs, Define HR and business function roles and accountability, Determine HR costs, Establish HR measures, Communicate HR strategies, Develop strategy for HR systems/technologies/tools
Gather skill requirements according to corporate strategy and market environment, Plan employee resourcing requirements per business unit/organization, Develop compensation plan, Develop succession plan, Develop high performers/leadership programs, Develop employee diversity plan, Develop training program, Develop recruitment program, Develop other HR programs, Develop HR policies, Administer HR policies, Plan employee benefits, Develop workforce strategy models, Implement workforce strategy models
Measure realization of objectives, Measure contribution to business strategy, Communicate plans and provide updates to stakeholders, Review and revise HR plans
Manage employee requisitions, Recruit/Source candidates, Screen and select candidates, Manage new hire/re-hire, Manage applicant information
Align staffing plan to work force plan and business unit strategies/resource needs, Develop and maintain job descriptions, Open job requisitions, Post job requisitions, Modify job requisitions, Notify hiring manager, Manage requisition dates
Determine recruitment methods and channels, Perform recruiting activities/events, Manage recruitment vendors, Manage employee referral programs, Manage recruitment channels
Identify and deploy candidate selection tools, Interview candidates, Test candidates, Select and reject candidates
Obtain candidate background information, Create applicant record, Manage/track applicant data, Archive and retain records of non- hires
Manage employee orientation and deployment, Manage employee performance, Manage employee development, Develop and train employees
Create/maintain employee on-boarding program, Evaluate the effectiveness of the employee on-boarding program, Execute onboarding program
Define employee performance objectives, Review, appraise, and manage employee performance, Evaluate and review performance program
Define employee development guidelines, Develop employee career plans and career paths, Manage employee skill and competency development
Align employee with organization development needs, Define employee competencies, Align learning programs with competencies, Establish training needs by analysis of required and available skills, Develop, conduct, and manage employee and/or management training programs, Manage examinations and certifications
Liaise with external certification authorities, Administer certification tests, Appraise experience qualifications, Administer certificate issue and maintenance
Manage labor relations, Manage collective bargaining process, Manage labor management partnerships, Manage employee grievances
Develop and manage reward, recognition, and motivation programs, Manage and administer benefits, Manage employee assistance and retention, Administer payroll
Develop salary/compensation structure and plan, Develop benefits and reward plan, Perform competitive analysis of benefit and rewards, Identify compensation requirements based on financial, benefits, and HR policies, Administer compensation and rewards to employees, Reward and motivate employees
Deliver employee benefits program, Administer benefit enrollment, Process claims, Perform benefit reconciliation
Deliver programs to support work/life balance for employees, Develop family support systems, Review retention and motivation indicators, Review compensation plan
Manage promotion and demotion process, Manage separation, Manage retirement, Manage leave of absence, Develop and implement employee outplacement, Manage workforce scheduling, Relocate employees and manage assignments
Receive required resources/skills and capabilities, Manage resource deployment
Manage reporting processes, Manage employee inquiry process, Manage and maintain employee data, Manage human resource information systems HRIS, Develop and manage employee metrics, Develop and manage time and attendance systems, Manage/Collect employee suggestions and perform employee research
Develop employee communication plan, Conduct employee engagement surveys
Manage the business of information technology, Develop and manage IT customer relationships, Develop and implement security, privacy, and data protection controls, Manage enterprise information, Develop and maintain information technology solutions, Deploy information technology solutions, Deliver and support information technology services
Develop the enterprise IT strategy, Define the enterprise architecture, Manage the IT portfolio, Perform IT research and innovation, Evaluate and communicate IT business value and performance
Build strategic intelligence, Identify long-term IT needs of the enterprise in collaboration with stakeholders, Define strategic standards, guidelines, and principles, Define and establish IT architecture and development standards, Define strategic vendors for IT components, Establish IT governance organization and processes, Build strategic roadmap to develop IT capabilities in support of business objectives
Establish the current and future enterprise architecture definition, Confirm enterprise architecture maintenance approach, Maintain the relevance of the enterprise architecture, Act as clearinghouse for IT research and innovation, Govern the enterprise architecture
Establish the IT portfolio, Analyze and evaluate the value of the IT portfolio for the enterprise, Provision resources in accordance with strategic priorities
Research technologies to innovate IT services and solutions, Transition viable technologies for IT services and solutions development
Establish and monitor key performance indicators, Evaluate IT plan performance, Communicate IT value
Develop IT services and solutions strategy, Develop and manage IT service levels, Perform demand-side management (DSM) for IT services, Manage IT customer satisfaction, Market IT services and solutions
Research IT services and solutions to address business and user requirements, Translate business and user requirements into IT services and solutions requirements, Formulate IT services and solutions strategic initiatives, Coordinate strategies with internal stakeholders to ensure alignment, Evaluate and select IT services and solutions strategic initiatives
Create and maintain the IT services and solutions catalog, Establish and maintain business and IT service-level agreements, Evaluate and report service-level attainment results, Communicate business and IT service-level improvement opportunities
Analyze IT services and solutions consumption and usage, Develop and implement incentive programs that improve consumption efficiency, Develop volume/unit forecast for IT services and solutions
Capture and analyze customer satisfaction, Assess and communicate customer satisfaction patterns, Initiate improvements based on customer satisfaction patterns
Develop IT services and solutions marketing strategy, Develop and manage IT customer strategy, Manage IT services and solutions advertising and promotional campaigns, Process and track IT services and solutions orders
Establish information security, privacy, and data protection strategies and levels, Test, evaluate, and implement information security and privacy and data protection controls
Develop information and content management strategies, Define the enterprise information architecture, Manage information resources, Perform enterprise data and content management
Understand information and content management needs and the role of IT services for executing the business strategy, Assess the information and content management implications of new technologies, Identify and prioritize information and content management actions
Define information elements, composite structure, logical relationships and constraints, taxonomy, and derivation rules, Define information access requirements, Establish data custodianship, Manage changes to content data architecture requirements
Define the enterprise information/data policies and standards, Develop and implement data and content administration
Define sources and destinations of content data, Manage technical interfaces to users of content, Manage retention, revision, and retirement of enterprise information
Develop the IT development strategy, Perform IT services and solutions life cycle planning, Develop and maintain IT services and solutions architecture, Create IT services and solutions, Maintain IT services and solutions
Establish sourcing strategy for IT development, Define development processes, methodologies, and tools standards, Select development methodologies and tools
Plan development of new requirements, Plan development of feature and functionality enhancement, Develop life cycle plan for IT services and solutions
Create IT services and solutions architecture, Revise IT services and solutions architecture, Retire IT services and solutions architecture
Understand confirmed requirements, Design IT services and solutions, Acquire/Develop IT service/solution components, Train services and solutions resources, Test IT services/solutions, Confirm customer acceptance
Understand upkeep/enhance requirements and defect analysis, Design change to existing IT service/solution, Acquire/Develop changed IT service/solution component, Test IT service/solution change, Retire solutions and services
Develop the IT deployment strategy, Plan and implement changes, Plan and manage releases
Establish IT services and solutions change policies, Define deployment process, procedures, and tools standards, Select deployment methodologies and tools
Plan change deployment, Communicate changes to stakeholders, Administer change schedule, Train impacted users, Distribute and install change, Verify change
Understand and coordinate release design and acceptance, Plan release rollout, Distribute and install release, Verify release
Develop IT services and solution delivery strategy, Develop IT support strategy, Manage IT infrastructure resources, Manage IT infrastructure operations, Support IT services and solutions
Establish sourcing strategy for IT delivery, Define delivery processes, procedures, and tools standards, Select delivery methodologies and tools
Establish sourcing strategy for IT support, Define IT support services
Manage IT inventory and assets, Manage IT resource capacity
Deliver IT services and solutions, Perform IT operations support services
Manage availability, Manage facilities, Manage backup/recovery, Manage performance and capacity, Manage incidents, Manage problems, Manage inquiries
Perform planning and management accounting, Perform revenue accounting, Perform general accounting and reporting, Manage fixed-asset project accounting, Process payroll, Process accounts payable and expense reimbursements, Manage treasury operations, Manage internal controls, Manage taxes, Manage international funds/consolidation, Perform global trade services
Perform planning/budgeting/forecasting, Perform cost accounting and control, Perform cost management, Evaluate and manage financial performance
Develop and maintain budget policies and procedures, Prepare periodic budgets and plans, Operationalize and implement plans to achieve budget, Prepare periodic financial forecasts, Perform variance analysis against forecasts and budgets
Perform inventory accounting, Perform profit center accounting, Perform cost of sales analysis, Perform product costing, Perform variance analysis, Report on profitability
Determine key cost drivers, Measure cost drivers, Determine critical activities, Manage asset resource deployment and utilization
Assess customer and product profitability, Evaluate new products, Perform life cycle costing, Optimize customer and product mix, Track performance of new-customer and product strategies, Prepare activity-based performance measures, Manage continuous cost improvement
Monitor international rates, Manage transactions, Monitor currency exposure/hedge currency, Report results
Screen sanctioned party list, Control exports and imports, Classify products, Perform currency conversion, Calculate duty, Communicate with customs, Document trade, Process trade preferences, Handle restitution, Prepare letter of credit
Process customer credit, Invoice customer, Process accounts receivable (AR), Manage and process collections, Manage and process adjustments/deductions
Establish credit policies, Analyze/Approve new account applications, Analyze credit scoring history, Forecast credit scoring requirement, Review existing accounts, Produce credit/collection reports, Reinstate or suspend accounts based on credit policies
Maintain customer/product master files, Generate customer billing data, Transmit billing data to customers, Post receivable entries, Resolve customer billing inquiries
Establish AR policies, Receive/Deposit customer payments, Apply cash remittances, Prepare AR reports, Post AR activity to the general ledger
Establish policies for delinquent accounts, Analyze delinquent account balances, Correspond/Negotiate with delinquent accounts, Discuss account resolution with internal parties, Process adjustments/write off balances, Perform recovery workout, Manage default accounts
Establish policies/procedures for adjustments, Analyze adjustments, Correspond/Negotiate with customer, Discuss resolution with internal parties, Prepare chargeback invoices, Process related entries
Manage policies and procedures, Perform general accounting, Perform fixed-asset accounting, Perform financial reporting
Negotiate service-level agreements, Establish accounting policies, Set and enforce approval limits, Establish common financial systems
Maintain chart of accounts, Process journal entries, Process allocations, Process period end adjustments, Post and reconcile intercompany transactions, Reconcile general ledger accounts, Perform consolidations and process eliminations, Prepare trial balance, Prepare and post management adjustments
Establish fixed-asset policies and procedures, Maintain fixed-asset master data files, Process and record fixed-asset additions and retires, Process and record fixed-asset adjustments, enhancements, revaluations, and transfers, Process and record fixed-asset maintenance and repair expenses, Calculate and record depreciation expense, Reconcile fixed-asset ledger, Track fixed-assets including physical inventory, Provide fixed-asset data to support tax, statutory, and regulatory reporting
Prepare business unit financial statements, Prepare consolidated financial statements, Perform business unit reporting/review management reports, Perform consolidated reporting/review of cost management reports, Prepare statements for board review, Produce quarterly/annual filings and shareholder reports, Produce regulatory reports, Perform legal and management consolidation
Perform capital planning and project approval, Perform capital project accounting
Develop capital investment policies and procedures, Develop and approve capital expenditure plans and budgets, Review and approve capital projects and fixed-asset acquisitions, Conduct financial justification for project approval
Create project account codes, Record project-related transactions, Monitor and track capital projects and budget spending, Close/capitalize projects, Measure financial returns on completed capital projects
Establish policies and procedures, Collect and record employee time worked, Analyze and report paid and unpaid leave, Monitor regular, overtime, and other hours, Analyze and report employee utilization
Enter employee time worked into payroll system, Maintain and administer employee earnings information, Maintain and administer applicable deductions, Monitor changes in tax status of employees, Process and distribute payments, Process and distribute manual checks, Process period-end adjustments, Respond to employee payroll inquiries
Develop tax plan, Manage tax plan, Calculate and pay applicable payroll taxes, Produce and distribute employee annual tax statements, File regulatory payroll tax forms
Process accounts payable (AP), Process expense reimbursements
Verify AP pay file with purchase order vendor master file, Maintain/Manage electronic commerce, Audit invoices and key data in AP system, Approve payments, Process financial accruals and reversals, Process taxes, Research/Resolve exceptions, Process payments, Respond to AP inquiries, Retain records, Adjust accounting records
Establish and communicate expense reimbursement policies and approval limits, Capture and report relevant tax data, Approve reimbursements and advances, Process reimbursements and advances, Manage personal accounts
Manage treasury policies and procedures, Manage cash, Manage in-house bank accounts, Manage debt and investment, Monitor and execute risk and hedging transactions, Manage financial fraud/dispute cases
Establish scope and governance of treasury operations, Establish and publish treasury policies, Develop treasury procedures, Monitor treasury procedures, Audit treasury procedures, Revise treasury procedures, Develop and confirm internal controls for treasury, Define system security requirements
Manage and reconcile cash positions, Manage cash equivalents, Process and oversee electronic fund transfers (EFTs), Develop cash flow forecasts, Manage cash flows, Produce cash management accounting transactions and reports, Manage and oversee banking relationships, Analyze, negotiate, resolve, and confirm bank fees
Manage in-house bank accounts for subsidiaries, Manage and facilitate inter-company borrowing transactions, Manage centralized outgoing payments on behalf of subsidiaries, Manage central incoming payments on behalf of subsidiaries, Manage internal payments and netting transactions, Calculate interest and fees for in-house bank accounts, Provide account statements for in-house bank accounts
Establish investment policy, Manage financial intermediary relationships, Manage liquidity, Manage issuer exposure, Process and oversee debt and investment transactions, Process and oversee foreign currency transactions, Produce debt and investment accounting transaction reports, Process and oversee interest rate transactions
Develop risk management/hedging strategy, Manage interest rate risk, Manage foreign exchange risk, Manage exposure risk, Execute hedging transactions, Produce hedge accounting transactions and reports
Manage interest rate market data, Determine interest rate exposure for all markets, Determine interest rate hedge requirements in accordance with risk policy, Execute interest rate trades
Manage foreign exchange market data, Determine foreign exchange exposure for all currencies, Determine foreign exchange hedge requirements in accordance with risk policy, Execute foreign exchange trades, Mange foreign exchange balance sheet risk
Determine current customer exposures and limit exceptions, Resolve customer exposure limit violations, Manage customer collateral, Perform annual customer credit reviews
Measure physical positions, Establish hedges, Unwind hedges, Evaluate and refine hedging positions, Monitor credit
Establish internal controls, policies, and procedures, Operate controls and monitor compliance with internal controls policies and procedures, Report on internal controls compliance
Establish board of directors and audit committee, Define and communicate code of ethics, Assign roles and responsibility for internal controls, Define business process objectives and risks, Define entity/unit risk tolerances
Design and implement control activities, Monitor control effectiveness, Remediate control deficiencies, Create compliance function, Operate compliance function, Implement and maintain controls-related enabling technologies and tools
Report to external auditors, Report to regulators, share-/debt-holders, securities exchanges, etc, Report to third parties, Report to internal management
Develop foreign, national, state, and local tax strategy, Consolidate and optimize total tax plan, Maintain tax master data
Perform tax planning/strategy, Prepare returns, Prepare foreign taxes, Calculate deferred taxes, Account for taxes, Monitor tax compliance, Address tax inquiries
Free BPMN business process examples of crypto saving, staking, DeFi, and investing activities. Examples of smart contracts to handle blockchain BPMN modeling.
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