Business Processes
Detailed business process workflows and customer journey mapping
Business Processes
This page outlines the key business processes and workflows within Company Manager, showing how different departments and roles interact to serve customers effectively.
Order Processing Workflow
The complete order processing workflow from creation to delivery and invoicing.
flowchart TD
OrderRequest[Order Request Received] --> ValidateOrder{Validate Order}
ValidateOrder -->|Valid| CheckInventory[Check Inventory]
ValidateOrder -->|Invalid| RequestInfo[Request Missing Info]
RequestInfo --> OrderRequest
CheckInventory --> InventoryCheck{Stock Available?}
InventoryCheck -->|Yes| ReserveStock[Reserve Stock]
InventoryCheck -->|No| BackOrder[Create Back Order]
BackOrder --> NotifyCustomer[Notify Customer]
NotifyCustomer --> WaitStock[Wait for Stock]
WaitStock --> CheckInventory
ReserveStock --> CreateOrderRecord[Create Order Record]
CreateOrderRecord --> ProcessPayment[Process Payment]
ProcessPayment --> PaymentStatus{Payment Status}
PaymentStatus -->|Success| SchedulePicking[Schedule Picking]
PaymentStatus -->|Failed| ContactCustomer[Contact Customer]
PaymentStatus -->|Pending| MonitorPayment[Monitor Payment]
ContactCustomer --> ProcessPayment
MonitorPayment --> PaymentStatus
SchedulePicking --> PickItems[Pick Items]
PickItems --> QualityCheck[Quality Check]
QualityCheck --> QCResult{QC Pass?}
QCResult -->|Pass| PackOrder[Pack Order]
QCResult -->|Fail| ReplaceItems[Replace Items]
ReplaceItems --> PickItems
PackOrder --> GenerateShippingLabel[Generate Shipping Label]
GenerateShippingLabel --> HandToCarrier[Hand to Carrier]
HandToCarrier --> TrackShipment[Track Shipment]
TrackShipment --> DeliveryStatus{Delivered?}
DeliveryStatus -->|Yes| GenerateInvoice[Generate Invoice]
DeliveryStatus -->|No| MonitorShipment[Monitor Shipment]
MonitorShipment --> DeliveryStatus
GenerateInvoice --> SendInvoice[Send Invoice]
SendInvoice --> UpdateInventory[Update Inventory]
UpdateInventory --> CloseOrder[Close Order]
style OrderRequest fill:#e8f5e8
style CloseOrder fill:#e8f5e8
style ProcessPayment fill:#fff3e0
style QualityCheck fill:#e1f5fe
style GenerateInvoice fill:#f3e5f5Customer Onboarding Process
How new customers are onboarded into the system and become active clients.
flowchart TD
LeadCapture[Lead Captured] --> InitialContact[Initial Contact]
InitialContact --> QualifyLead[Qualify Lead]
QualifyLead --> LeadScore{Lead Score}
LeadScore -->|High| PriorityFollow[Priority Follow-up]
LeadScore -->|Medium| StandardFollow[Standard Follow-up]
LeadScore -->|Low| NurtureSequence[Nurture Sequence]
PriorityFollow --> DiscoveryCall[Discovery Call]
StandardFollow --> ScheduleCall[Schedule Call]
NurtureSequence --> EmailSequence[Email Sequence]
ScheduleCall --> DiscoveryCall
EmailSequence --> RegularTouchpoints[Regular Touchpoints]
RegularTouchpoints --> RequalifyLead[Re-qualify Lead]
RequalifyLead --> LeadScore
DiscoveryCall --> NeedsAssessment[Needs Assessment]
NeedsAssessment --> ProposalRequired{Proposal Required?}
ProposalRequired -->|Yes| CreateProposal[Create Proposal]
ProposalRequired -->|No| StandardPricing[Standard Pricing]
CreateProposal --> SendProposal[Send Proposal]
SendProposal --> ProposalReview[Proposal Review]
ProposalReview --> ProposalFeedback{Feedback}
ProposalFeedback -->|Accepted| CreateClient[Create Client Account]
ProposalFeedback -->|Rejected| ReviseProposal[Revise Proposal]
ProposalFeedback -->|Needs Changes| ModifyProposal[Modify Proposal]
ReviseProposal --> SendProposal
ModifyProposal --> SendProposal
StandardPricing --> CreateClient
CreateClient --> SetupAccount[Setup Account]
SetupAccount --> FirstOrder[Process First Order]
FirstOrder --> OnboardingComplete[Onboarding Complete]
style LeadCapture fill:#e8f5e8
style OnboardingComplete fill:#e8f5e8
style DiscoveryCall fill:#e1f5fe
style CreateProposal fill:#fff3e0
style CreateClient fill:#f3e5f5Vendor Management Process
How vendors are onboarded, managed, and their performance monitored.
flowchart TD
VendorInquiry[Vendor Inquiry] --> InitialScreening[Initial Screening]
InitialScreening --> ScreeningResult{Meets Criteria?}
ScreeningResult -->|Yes| RequestDocuments[Request Documents]
ScreeningResult -->|No| PoliteDecline[Polite Decline]
RequestDocuments --> DocumentReview[Document Review]
DocumentReview --> ComplianceCheck[Compliance Check]
ComplianceCheck --> ComplianceResult{Compliant?}
ComplianceResult -->|Yes| QualityAssessment[Quality Assessment]
ComplianceResult -->|No| RequestCorrections[Request Corrections]
RequestCorrections --> DocumentReview
QualityAssessment --> SampleOrder[Sample Order]
SampleOrder --> EvaluateSample[Evaluate Sample]
EvaluateSample --> SampleResult{Acceptable?}
SampleResult -->|Yes| NegotiateTerms[Negotiate Terms]
SampleResult -->|No| RejectVendor[Reject Vendor]
NegotiateTerms --> TermsAgreed{Terms Agreed?}
TermsAgreed -->|Yes| CreateVendorAccount[Create Vendor Account]
TermsAgreed -->|No| RevisedTerms[Revised Terms]
RevisedTerms --> NegotiateTerms
CreateVendorAccount --> OnboardVendor[Onboard Vendor]
OnboardVendor --> FirstPurchaseOrder[First Purchase Order]
FirstPurchaseOrder --> MonitorPerformance[Monitor Performance]
MonitorPerformance --> PerformanceReview[Performance Review]
PerformanceReview --> ReviewResult{Performance Good?}
ReviewResult -->|Yes| ContinuePartnership[Continue Partnership]
ReviewResult -->|Needs Improvement| ImprovementPlan[Improvement Plan]
ReviewResult -->|Poor| ConsiderTermination[Consider Termination]
ImprovementPlan --> MonitorImprovement[Monitor Improvement]
MonitorImprovement --> PerformanceReview
ContinuePartnership --> MonitorPerformance
ConsiderTermination --> TerminateVendor[Terminate Vendor]
style VendorInquiry fill:#e8f5e8
style ContinuePartnership fill:#e8f5e8
style TerminateVendor fill:#ffebee
style QualityAssessment fill:#e1f5fe
style NegotiateTerms fill:#fff3e0
style CreateVendorAccount fill:#f3e5f5Process Integration Points
These processes integrate with each other through various touchpoints:
Key Integration Points
-
Order Processing ↔ Inventory Management
- Stock reservation and allocation
- Inventory updates after fulfillment
- Reorder triggers from low stock
-
Customer Onboarding ↔ Order Processing
- First order processing for new clients
- Account setup and credit terms
- Customer preferences and history
-
Vendor Management ↔ Inventory Management
- Purchase order creation and management
- Quality control and receiving processes
- Vendor performance tracking
-
Customer Support ↔ All Processes
- Issue resolution across all business areas
- Process improvement feedback
- Customer satisfaction monitoring
Process Metrics and KPIs
- Order Processing: Order cycle time, fulfillment accuracy, delivery performance
- Customer Onboarding: Conversion rate, time to first order, customer lifetime value
- Vendor Management: Vendor performance score, delivery reliability, quality metrics
- Customer Support: Response time, resolution rate, customer satisfaction score
Detailed Process Documentation
For comprehensive UML diagrams with state machines, sequence diagrams, and detailed flows, see the UML Documentation Hub:
Domain-Specific Process Documentation
| Domain | Key Processes | Link |
|---|---|---|
| E-Commerce | Order lifecycle, payments, shipping, inventory | E-Commerce UML |
| Subscriptions | Billing cycles, renewals, cancellations | Subscriptions UML |
| CRM | Lead pipeline, opportunity stages, onboarding | CRM UML |
| Communications | Email automation, delivery tracking | Communications UML |
| Workflows | Job processing, node execution | Workflows UML |
| Field Service | Interventions, equipment lifecycle | Field Service UML |
| Events | Bookings, availability management | Events UML |
| POS | Transactions, kitchen display, tables | POS UML |
Next Steps
For implementation details and technical aspects of these processes, refer to:
- Architecture Diagrams for system architecture
- Multi-Tenant Features for tenant-specific processes
- Database Package for data models
- Main Application Guide for application features