Enterprise Business Processes and Re porting ( IS 6214 )

1. Enterprise Business Processes and Reporting(IS 6214) MBS MIMAS 2010 / 2011 11th November 2010 Fergal Carton Business Information Systems

2. Last week • Normalisation of Northwind data • Using Excel to help in data clean up • GRN anomaly examples • Blain : checking undelivered linen in bulk delivery for a hotel • Neil: fresh goods (lemons) delivery to a bar • Richard: supplier delivery to cafe at peak lunchtime • Manager or assistant does receiving (GRN) as floor staff busy • Suoplier warned, driver arrives at same time but waits till after lunch • How can technology deal with constraints?

3. This week • Data import example • Marketing contacts • What is a sales order • Cucina sales order process • Process mapping assessment 1 Dec • Northwind Sales orders • Order header • Order detail

4. Cucina – additional notes • Cucina can create advantage by being “trustworthy” • Trustworthy means being backed by accurate data • GRN is good practice, makes for accurate process • Think about discounts for customers • Orders will provide data for: • Goods received notes (no price) • Invoices (with price) • Sales reports

5. Cucina process flows • Work in groups • Describe sales order process • Show movement of goods and information • Document assumptions about business • Show process from customer viewpoint • Why will customer order from you and not from Cuisine de France?

6. Cucina Sales process Sales order & GRN Sales order Accounts Sales order processing Customer Goods Delivery (GRN) Invoice Payment

7. Questions on assessment • 1 Dec, lab 1.111 at 9am • Bring blank paper, pencil, eraser, ruler • Have your own copy of case study, but no other material • Questions distributed on the day • All work marked with student # and name • 3 questions in the assessment • 1 process map • 2 questions on how that map would be used

8. Preparation for assessment • Background research on the business sector involved • how do convenience stores currently manage their supplies of fresh bread? • A process map should ideally be able to differentiate between physical flows (goods) and virtual flows (information). Use two different colours / line types • It should also be a basis for discussing challenges in the business (for example, why are manual invoicing processes causing “heartache”?) • Research simple process mapping exercises

9. Cucina process flows • Work in groups • Describe sales order process • Show movement of goods and information • Document assumptions about business • Show process from customer viewpoint • Why will customer order from you and not from Cuisine de France?

10. Narrative analysis rules • Look for who is doing something = Function • Mention of a department, person, responsibility • Eg. Once shipped by the shipping department • Look for action of what is being done = Process • Use of verbs (becomes, generates, requests, transfers, …) • Eg. Sales rep activities result in customer leads • Look for nouns (not people / geography) = Data • Leads, quotes orders, … • Eg. the order generates an invoice

11. Sample bread products

12. Weaknesses of process mapping • Biased representation? • Difficult to meet all people involved • Dependent on accuracy of information given by participants • Holes in understanding -> poor process • Doesn’t take into account new processes • Interpreted differently • Consistency in analysis when using multiple analysts • Only maps repetitive processes? • What about manual work? • Find right level of abstraction • Only theoretical? • Complexity / overcomplication

13. Northwind Data : Customers

14. Northwind Data : Order headers

15. Northwind Data : Order details