Fact sheet, June 2001, V.2.5
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Business Process
Management
Presenting Navision Axapta
Business Process Management
The Business Process Management solution enables
companies to establish strategies and goals and then
control and monitor progress towards reaching stated
objectives. The capabilities provided by this solution
become evermore crucial as companies seek to
leverage experience and human resources.
In addition to supporting action management, the
Business Process Management solution provides an
excellent tool that can be used by management to
communicate key strategies and progress to
employees. In this respect, the solution provides both
high level and detailed views of progress with regard
to fulfilling strategies and goals.
Integrated functionality
The Business Process Management (BPM) solution is
divided into three modules:
BPM I - provides core action management functionality
BPM II - provides advanced action planning
BPM III - provides strategic planning
Powerful business process management
functionality
The Business Process Management solution enables
companies to make the best use of human resources.
Key benefits provided by the solution include:
Business Process Management I Overview
00Actions and diverted actions
00Responses, dependencies and tracking
00Show Connections
00Multi- Distribution of Actions
00Planned Start and End
00Reference Types
00Automatic actions and action templates
00Outlook Integration
Business Process Management II Overview
00Action Plans
00Reference Queries
00Query Distribution to Employees
00Show References and Employees
00Initiation and closure of an action
00Generate emails
Business Process Mgmt. III Overview
00Strategic plans and current reality
00End Results
00SWOT Analysis
00Initiation and finalization of a plan
00Guides and templates
00Situation/Status Reports
Fact sheet, June 2001, V.2.5
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00Flexible action management
00Effective action planning
00Effective management of your company's strategy
and vision
Flexible Action Management
The Business Process Management solution enables
any Navision Axapta user to establish and manage
tasks. Tasks ensure the necessary structure and
follow-up that is a natural part of planning.
Actions
Each employee can work with their own actions using
Business Process Management's structured and
intuitive tools, where information about responsible
persons, date intervals, priorities and status can be
effectively chosen and sorted by need.
It is easy for the persons responsible to appropriate
the necessary knowledge about every occurrence that
is connected to any action.
Action-oriented information that is managed using the Business Process
Management solution ensures that tasks are undertaken by the appropriate
people at the right time.
Fact sheet, June 2001, V.2.5
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Action template
Process design can be implemented by using action
templates. This way, a simple process can be
supported optimally as best practice. An Action
template includes a free choice of the number of
actions that can be created simultaneously with
distribution to the responsible people from within the
definition.
For example, this can be a checklist in connection
with a recruitment process, or an instruction
procedure with the start-up of new employees.
Response and tracking
It is easy with Navision Axapta Knowledge
Management to respond to actions, create diverted
actions, and require actions between employees. You
can set up the system so that a given response
automatically suggests a new action. This ensures
consistency and gives you the ability to control
procedures.
Every action and response has an identification that
ensures a structured and measurable follow-up, along
with tracking of dependencies.
Outlook integration
Actions can be sent as email or created as tasks in
Microsoft Outlook. This can occur simultaneously with
sending actions from an action plan or individually
from a single action. Emails can be sent to those
responsible for actions, contact persons regarding
actions, or both. The field content in Navision Axapta
that is used as email or tasks is indicated in the set up
for individual action types.
Effective Action Planning
Action planning supports your company's focus on
adopted goals. You decide what data in Navision
Axapta is to be used to create the foundation for an
action-oriented effort. Action plans support specific
tasks like:
00Campaigns
00Customer satisfaction surveys
00Employee performance reviews
00Recruitment tasks
00Administration of other resources, for example,
machinery
You control the delegation of actions to responsible
employees with easy and flexible planning, where the
employee's qualifications, organizational or physical
location, or other characteristics can be a
determination of your choice.
Effective management of your company's
strategy and vision
The strategic planning module supports the principles
behind "The Learning Organization", a universal and
user-friendly method that puts everyone in a position
to understand the importance of planning for the
future.
Strategic Planning
You can use a strategic plan to identify, control and
monitor the progress of your company's overall
strategy or an employee's development plan.
A plan is set up as a main plan or a sub-plan with
accompanying references. It is updated with start and
Fact sheet, June 2001, V.2.5
4
end dates, responsible employees, organizational
units and a classification of which type plan it is. From
the initiation of a plan until the end result is achieved,
responsibilities must be delegated and tasks fulfilled -
all of which can be controlled and monitored by the
action management module.
With the strategic planning module you can ensure
that the strategic processes become a natural part of
all employees' daily work. This ensures your
company's optimal usage of resources and a shared
understanding of the organization's focus and goals.
Current Reality/End Result
When the work with a strategic plan begins, its vision
must be described so others can understand the end
results desired. It is an important leadership discipline
and a major determination for your company's
success. Often, an analysis of the current situation is
carried out. This allows you to describe the current
reality and supplement it with a SWOT analysis
(Strengths, Weaknesses, Opportunities, Threats).
Recent News
The periodic description of the status of a plan is the
information driver - and the responsible planner's
reporting tool - for verification of progress. It provides
a good way to revise or add information to a starting
point or to an end result.
Guide
For instructions in "best practices", the user is helped
step-by-step through the creation of a strategic plan
with all the features that normally make up such a
plan. The guide is a good way for users to start
learning and understanding strategic planning.
Templates
When setting up a new plan, you can use a template,
which identifies the entire structure of a plan, desired
control points, and actions. The goal is to have a
standard and effective starting point for the creation of
new plans with similar structures. These can be, for
example:
00A project based on a quality control model
00Building up a strategic plan, support of an
organizational model or other documented and
approved standard for process completion
00Production flow
00Personal goal-setting as a tool for discussions and
reviews
Integration
Strategic planning is integrated with the Organization
module in Human Resource and Balanced Scorecard.
Copyright 漏 2001 Navision a/s (NavisionDamgaard a/s), CBR No. 76 24 72 18. The trademarks referenced
herein and marked with either TM or 庐 belong to Navision a/s (NavisionDamgaard a/s) or Navision
Development a/s. The names of actual companies and products mentioned herein may be the trademarks of
their respective owners. No part of this document may be reproduced or transmitted in any form or by any
means, whole or in part, without the prior written permission of Navision a/s. Information in this document is
based on Navision Axapta version 2.5 and subject to change without notice. All rights reserved.
Address:
www.navision.com
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