@company-manager/docs
Business

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:#f3e5f5

Customer 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:#f3e5f5

Vendor 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:#f3e5f5

Process Integration Points

These processes integrate with each other through various touchpoints:

Key Integration Points

  1. Order Processing ↔ Inventory Management

    • Stock reservation and allocation
    • Inventory updates after fulfillment
    • Reorder triggers from low stock
  2. Customer Onboarding ↔ Order Processing

    • First order processing for new clients
    • Account setup and credit terms
    • Customer preferences and history
  3. Vendor Management ↔ Inventory Management

    • Purchase order creation and management
    • Quality control and receiving processes
    • Vendor performance tracking
  4. 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

DomainKey ProcessesLink
E-CommerceOrder lifecycle, payments, shipping, inventoryE-Commerce UML
SubscriptionsBilling cycles, renewals, cancellationsSubscriptions UML
CRMLead pipeline, opportunity stages, onboardingCRM UML
CommunicationsEmail automation, delivery trackingCommunications UML
WorkflowsJob processing, node executionWorkflows UML
Field ServiceInterventions, equipment lifecycleField Service UML
EventsBookings, availability managementEvents UML
POSTransactions, kitchen display, tablesPOS UML

Next Steps

For implementation details and technical aspects of these processes, refer to: