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Program Symphony Process Vision Scope
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Global Common Core – Process Vision Definition
(A) Master Data Management (C) Contracting (B) Sales & Marketing (H) Warehousing Mgt. (F) Planning (D) Order to Cash Item Master Sales Contracts Management Shop.Immucor Supply Planning Order Management Standing Orders Pick, Pack & Ship Warehouse Management Customer / Supplier Master Product Configuration Management Customer Portal Management Demand Planning Customer Management Customer Complaints Warehouse Mobility Inventory Management Employee Master Price & Margin mgt (G) Mfg. Operations (I)Procure to Pay (J) Field Service Supply Planning (MRP) Manage Suppliers Call Management Field Service Production Order Management BOM/Routings mgt (E) Finance Purchasing & Contracts Goods Receipt & Inspection Depot Repair Service Financials Analytics GL Account Payroll Integration Hours Accounting Lot Control & Serialization Purchase Requisition Subcontracting Contract & Warranty Management Statutory Accounting Financial Accounting & Analysis Kanban Engineering Data mgt (EDM) Item Master Cash Management Cost Accounting Tax Fixed Assets (L) Manage Regulatory & Compliance (K) Quality Internal Control & SOX Legal & Tax compliance Environment, Health & Safety PCI Compliance Expense Management Chart of Accounts / Dimensions Quality Management Accounts Payable Account Receivable Invoicing Product Certification Infrastructure Business Systems System Validation (N) Manage IT (M) BI – Reporting & Analytics IT Strategy & Architecture Technical Support Applications Management Data Management Interfaces Management Operational Reporting Management Reporting Departmental Dashboards Key Performance Indicators Self Serve Reporting Cubes/ Analytics
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Master Data Management - Process Vision Scope
A. Master Data Management (Craig Burley) L0 Master Data Management A-010 Craig Burley Item Master A-020 Carol Herman Chart of Accounts / Dimensions A-030 Craig Burley Customer / Supplier Master A-040 Carol Herman Employee Management A-050 Anthony Howard L1 Common Data A Item Management A Chart of Accounts A Business Partner Master A Employee Master Data A Logistic Master Data A Item Default Data Management A Dimensions A Customer Master Data A Amy Barnhart L2 Financial Master Data A Alternative Item Code Systems A Integration Mapping Schemes A Supplier Master Data A Tobin Chapman’s team Out of scope Global Common Core scope BU scenario’s Local specific process
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Sales & Marketing - Process Vision Scope
B. Sales & Marketing (Christie Otis) L0 Customer Portal Management B-010 L1 Christie Otis Amanda Gallagher Alice Alexandre Frank Pieksma Lisa Waltham Ron Imhof Gary Lawson Sue Thomas Danny Covington or Alyssa Daniels (TBD) ** if functionality allows, maybe add customer pricing management - Scott Hizer. service agreement management - Andy Patterson Manage Customer Center Master Data B Administrative Processes B L2 Shop Immucor Management B Customer Inquiry & Reports B Customer Document Management B Service and Pricing Agreement Notifications B Out of scope Global Common Core scope BU scenario’s Local specific process
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Contracting - Process Vision Scope
C. Contracting (Scott Hizer) L0 Product Configuration Management C-010 (see txt box) Sales Contracts Management C-020 (see txt box) Price & Margin Control C-030 Scott Hizer L1 Scott Hizer Jason Crocker Vanessa Tirado Susan MacKenzie Kelly Larkin Ron Imhof Kathy Haber Lee Fontaine Tina Bethhauser Price & Margin Master Data C Configuration Management C Sales Contract Master Data C Pricing Mass Update Process C Quotes Management C Sales Contract Management C L2 Customer Group Pricing Customer pricing Mgt C Profitability & Value Analysis C Manage Price Exception C Admin Fees and Rebates C Scott Hizer Christie Otis Ron Imhof Lee Fontaine NAM Head of Sales (TBD) Amanda Gallagher Andrew Corkum Frank Pieksma Silvia Ferrari Blair Johnston Glenn Mason Third Party Leasing C Instalment Billing C Out of scope Global Common Core scope BU scenario’s Local specific process
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Order to Cash - Process Vision Scope
L0 D. Order to Cash (Ron Imhof) Order Management D-010 (see txt box) Standing Orders D-020 John Poynter Customer Management D-040 John Poynter Customer Complaints D-070 John Poynter L1 Regular Customer Orders Process D Mass Orders creation from customer list Survey Orders Template Orders D Standing Order Process D Customer Management D Customer Service Complaints Management (Comments Forms) D Website Orders Process D Standing Orders EDI D Consignment Order D (non technical) Register Calls D EDI /Gfax Orders Process D Delivery Schedule Setup D Order Management Norcross - John Poynter Waukesha, Stamford, Warren - Vanessa Tirado Canada - Susan McKenzie Europe/EMEA - Dorothea Grootz Recall Management incl Replacement Orders Recall Communication D Intercompany Orders Process D L2 Hard/Soft Allocations D Credit Card Management D Manage & Track Orders D Instrument Orders D Customer Return Orders Process D International Customer/Distributor Orders D Manage Backorders D Sales Order / Standing Order Ack. and Proforma Invoice D Out of scope Global Common Core scope BU scenario’s Local specific process
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Finance Level 1 & 2 Processes (made it to 1 page)
E. Manage Finance (LA Correll) L0 GL Accounting E-010 Financial Accounting & Analysis E-020 Statutory Accounting E-030 Tax Mgt E-050 Cash Mgt E-060 Fixed Assets E-070 Payroll Integration E-080 Expense Mgt E-090 Cost Accounting E-040 Chart of Accounts / Dimensions E-110 Accounts Payable E-120 Acct Receivable Invoicing E-130 L1 Maintain JV Batch E Maintain Tax Rates E Maintain Cash Transactions E Perform Period Closing E Intercompany Account and Reconciliation related to Inventory Movement E Maintain Currency Revaluation E Statutory Reporting E Process Receipts E Capital Expenditure Project Tracking E Maintain Standard Costs E Maintain Opr & Sub-Ctrct Rates E Maintain Cost Components & Surcharges E Simulate Purchase Prices E Manage Tax Exemptions E Check Processing (positive pay) E Lock Box Processing E Multiple Depreciation Simulation E Assets at customer sites E Maintain Local GAAP Postings E Fixed Assets Master Data E Depreciation Processing E Integrations/ GL Postings Management E Perform Yearly Closing E Fin. Statements E Finance Batch Processing E Finalize Finance Batch E Recurring / Reversal JV Processing E Electronic Processing E Payroll Integration E Expense Management E Expense Integration E Chart of Accounts E Accounts Payable Purchase Order Processing E Sales Credits Invoices Mgt E Credit Card Payments Management E Commissions on orders E Dimensions E Credits Processing E Collections Call Centre Management E Manage Sales/Use/Property Tax E Integration Mapping Schemes E Sales Invoices E Manage VAT Tax E L2 Service Invoices E Intercompany Account and Reconciliation for Expenses E Instalment Billing E Bank Recon’’ation E Asset Disposals and Transfers E Third Party Leasing Invoices E Out of scope Global Common Core scope BU scenario’s Local specific process Manage Reconciliations E Misc. Invoices & Credits E
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Finance Process Vision Scope (1 of 2)
E. Manage Finance (LA Correll) L0 GL Accounting E-010 LA Correll Tina Bethhauser, Kathy Haber, Janice Hopkins, Steve Webb Financial Accounting & Analysis E-020 Tina Bethhauser, Kathy Haber, Janice Hopkins, Zhijan Song Statutory Accounting E-030 Kathy Haber Steve Webb, Ben Rivard Tax Mgt E-050 Larry Michaels Antoaneta Archer, Euro ? Dawn Mumford, Sara Paglialonga, Zhijan Song Cash Management E-060 Janice Hopkins Nikki Anglin, Dawn Mumford, Sara Paglialonga, Zhijan Song Fixed Assets E-070 Tanisha Johnson Tina Bethhauser, Kathy Haber, Euro ? Dawn Mumford, Sara Paglialonga, Zhijan Song Payroll Integration E-080 Tiffany Padilla Gail McNeill, Kathy Haber, Ben Rivard, Euro ? Expense Management E-090 Rick Gilland LA Correll, Kim McDaniel, Matt Martin, Zhijan Song Cost Accounting E-040 Matt Martin John Gilroy, Olivia Silva, Ben Rivard L1 Maintain JV Batch E Maintain Tax Rates E Maintain Cash Transactions E Perform Period Closing E Intercompany Account and Reconciliation related to Inventory Movement E Maintain Currency Revaluation E Statutory Reporting E Process Receipts E Capital Expenditure Project Tracking E Maintain Standard Costs E Maintain Opr & Sub-Ctrct Rates E Maintain Cost Components & Surcharges E Simulate Purchase Prices E Manage Tax Exemptions E Check Processing (positive pay) E Lock Box Processing E Multiple Depreciation Simulation E Assets at customer sites E Maintain Local GAAP Postings E Fixed Assets Master Data E Depreciation Processing E Integrations/ GL Postings Management E Perform Yearly Closing E Fin. Statements E Finance Batch Processing E Finalize Finance Batch E Recurring / Reversal JV Processing E Electronic Processing E Payroll Integration E Expense Management E Expense Integration E Commissions on orders E L2 Manage Sales/Use/Property Tax E Intercompany Account and Reconciliation for Expenses E Manage VAT Tax E Manage Reconciliations E Bank Reconciliation E Asset Disposals and Transfers E Out of scope Global Common Core scope BU scenario’s Local specific process Misc. Invoices & Credits E
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Finance Process Vision Scope (2 of 2)
E. Manage Finance (LA Correll) L0 Chart of Accounts / Dimensions E-110 LA Correll Accounts Payable E-120 R Gilland Acct Receivable Invoicing E-130 Janice Hopkins L1 Chart of Accounts E Accounts Payable Purchase Order Processing E Sales Credits Invoices Mgt E Credit Card Payments Management E Dimensions E Credits Processing E Collections Call Centre Management E Integration Mapping Schemes E Sales Invoices E Service Invoices E Instalment Billing E Third Party Leasing Invoices E
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Planning Process Vision Scope
F. Planning (James Archambault) L0 Demand Planning F-010 Supply Planning F-020 L1 Master Production Scheduling & Forecast F Production Planning F Horton, Harley ; Corbier, Sandrine ; Florenz, Brian ; Romano, Pasquale ; Rivas, Juan ; Fichter, Bruce ; Keys, Douglas ; Kwait, Neal ; Imhof, Ron ; Grover, Marshall ; MacKenzie, Susan ; Sanders, Derek ; Robertson, Kelly ; Brown, Tom ; Fiore, Nick ; DeJesus, Joel ; L2 Maintain Planned order F Capacity Requirements F Out of scope Global Common Core scope BU scenario’s Local specific process
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Manufacturing Operations Process Vision Scope
L0 G. Manufacturing Operations (John MacEachern)* (see next slide ) Production Order Management G-010 Marshall Grover Doralee Amos Lynn Worthen Hours Accounting G-020 Dawn Mumford BOM / Routing Management G-030 Dawn Mumford, Marshall Grover Lot Control And Serialization G-040 Lynn Worthen Cheryl White Kanban G-050 EDM (Engineering Data Management) G-060 Dawn Mumford L1 Maintain Production G Maintain Employee Master Data G Maintain Bill of Material G Maintain Lots & Lot Attributes G Replenishment Orders G Item Revision Control G Production Subcontracting G Maintain Labor Rates G Bill of Material Change Management G Lot & Serial Number Creation G Engineering Unit Effectivity G Materials/Lot Issue & Tracking G Report Production Hours G Obsolete Part/Alternative Items Management G Lot & Serial Tracking G Maintain E-Items G L2 Maintain Rework Production Order G Backflushing G Task & Operations Management G Lot Blocking/Unblocking G Main Engineering BOMs G Close Production Operations G Report and Analyze Production Variances G Operations Rate Update Management G Lot Expiry Date Update G Work Center Management G Report and Analyze Production Costing G Lot Disposition G Machine Management G Maintain Serializations G Out of scope Global Common Core scope BU scenario’s Local specific process Item Routing Management G Operations Cost Management G
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Waukesha (no system curremtky in place) Derek Saunders Gena Dierauer
Norcross: G-010 – Marilyn York and Jean Ann Bongiovanni G-020 – David Jones G BOM /Routers – Mort Alzona and Bruce Fichter G Lot Control and serialization – Ramon Allende/Bruce Fichter G Kanban – We don’t have a formal Kanban process here G-060- EDM – Connie Wilson Waukesha (no system curremtky in place) Derek Saunders Gena Dierauer Tina Bethauser BIOARRAY In Warren, we will have another person, Nick Fiore starting this Friday to help with this project. Peter would like everything to funnel through myself and Nick, Nick to eventually be the lead for this project at the Warren site. Initially, the plan is for me to handle G-020, G-030, G-060 and for Nick to handle G-010, G-040 and G-050, but we will probably overlap as well. Bob Franzblau STAMFORD Brian Florenz and Tom Desrosier. Brian is our production planner master scheduler and would be involved in all boms and work orders for manufacturing. Tom is both our buyer but also the erp administrator and John gillroy/Tina B. - accountant and he is really good too.
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Warehousing Management Process Vision Scope (revised as of 10/3/2014)
H. Warehousing Management L0 Inventory and Warehouse Management H-020 L1 Manage Master Data H Inventory Valuation H Manage Receiving and Inventory Storage H Inventory Reports H Manage Logistic Movements H Replenishment H L2 Manage 3PL and VMI H Warehouse Mobility Cycle Counting (include Physical Inventory) H Pick, Pack & Ship Process H Physical Inventory H Out of scope Global Common Core scope BU scenario’s Local specific process
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Warehousing Management Process Vision Scope (old)
H. Warehousing Management (William Cantrell) L0 Warehouse Management H-010 William Cantrell Kenneth Crowson Robert Barkley Inventory Management H-020 William Cantrell Kenneth Crowson Robert Barkley Pick, Pack & Ship D-050 Moved from O2C William Cantrell Warehouse Mobility D-xxx William Cantrell L1 Warehouse Master Date H Manage Inventory Storage H Inventory Valuation (multiple methods) H Maintain Shipments D Plan/manage shipping/delivery D Location Control H Manage Inventory Movements H Inventory Adjustments H Pick orders D Warehouse Mobility H Material Disposal / Waste H Inventory Reports H L2 Back Orders/ On Hold Management D Manage 3PL and VMI H Replenishment H Manifest /Freight Management D Cycle Counting H Print packing slip from RPL transaction H Finished Goods Inspection and Release H Physical Inventory H Out of scope Global Common Core scope BU scenario’s Local specific process
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Procure to Pay- Process Vision Scope
L0 I. Procure to Pay (Darcy Ursulescu) Supply Planning (MRP) I-010 T Liedtke; K Duden; J Archambault Purchasing & Contracts I-020 T Chapman C Herman Purchase Requisitions I-030 T Chapman F Billingham Goods Receipt & Inspection I-040 K Crowson S Macklin Subcontracting I-050 T Chapman Manage Suppliers I-070 T Chapman N Kwait T Liedtke L1 Purchase Intercompany Materials I Purchase Order Management I Maintain Purchase Requisitions I Receive Materials I Maintain Subcontracting Purchase Orders I Maintain Supplier Sourcing Data I Supplier Demand Visibility I Return Purchase Orders I Manage & Maintain RFQ I Perform Quality Inspections I Perform Supplier Rating & Certification I Price Management I Analyse RFQ Results I Determine Discrepant Material Disposition I General Spend Analysis I L2 Blanket PO Management I Maintain ur Req Approval (incl Mobility) I Monitor Vendor Performance I Maintain Back Orders I Supplier Change Notifications I Service Procurement I Purchase Contracts I Out of scope Global Common Core scope BU scenario’s Local specific process Self-Service Expenses I
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Field Service – (new as of 6/16/2014) Process Vision Scope
J. Field Service (Andy Patterson) Call Management J-010 JIM Hoskinson Field Service J-020 Darren Lewis Depot Repair J-030 Darren Lewis Contract & Warranty Management J-040 Andy Patterson Service Financials Analytics J-050 Andy Patterson L1 Call Entry J Field Service Planning J Depot Order Entry J Warranty Management J Service Billing J Service Order Entry J Call Assignment J Depot Order Release J Service Revenue Processing J Contract Management J Service Order Assignment/Dispatch J Depot Order Update J Service Analytics J Call Transfer J L2 Contract Renewal J Service Order Update J Depot Order Completion J Call Troubleshooting J Service Order Completion J Depot Logistics J Call Resolution J Field Service Logistics J Depot Hours Accounting J Configuration mgt J Service Order Hours accounting J Out of scope Global Common Core scope BU scenario’s Local specific process Test Equipment Mgt J
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Field Service – (old) Process Vision Scope
J. Field Service (Andy Patterson) Call Management J-010 JIM Hoskinson Reverse Logistics J-020 Darren Lewis Field Service Management J-030 Andy Patterson Warranty/Claims Management J-040 Andy Patterson Service Contract Management J-050 Andy Patterson Service Order Management J-060 Darren Lewis Service Invoicing J-070 Darren Lewis L1 Register Calls J Service Returns J Installation Management J Warranty Management J Register Service Contracts J Service Order Planning J Maintain Service Invoice J Technical Complaint Management J Customer Replicable Parts Management J Serial Part Replacement J Service Contract Management J Manage Service Orders J Service Invoice Processing J Process Warranty J As Build/As Is Configuration Management J Complaint Troubleshooting & Analysis J Serial Part Replacement J L2 Warranty Reporting J Schedule and Process Periodic Maintenance J Determine Discrepant Material Disposition J Warranty Contract evaluation and renewal J Field Tech inventory Management J Manage Returns & Exchanges J FSE Planning & Scheduling J Field Service Time Tracking & Billing J Out of scope Global Common Core scope BU scenario’s Local specific process Manage Returns & Exchanges J
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Quality Management Process Vision Scope
K. Quality Management (Gary Lawson) L0 Quality Management K-010 Gary Lawson L1 Maintain Quality Master Data K Gary Lawson Maintain & Process Quality Inspections K Gary Lawson L2 NCMR & Materials Disposition K Serena Macklin CAPA Process Integration K Gary Lawson Define Quality Measurements K Serena Macklin Out of scope Global Common Core scope BU scenario’s Local specific process
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Manage Regulatory & Compliance Process Vision Scope
L. Manage Regulatory & Compliance (Mohamed J., Howard Y., Jonathan C.) L0 Internal Controls & SOX L-010 Mohamed Jalloh and Jenny Jin Environment Health & Safety L-020 Legal & Tax Compliance L-030 Mohamed Jalloh and Jenny Jin Infrastructure Business Systems L-040 Jonathan Cisneros Shawn May Product Certification L-050 Howard Yorek System Validation L-060 Jonathan Cisneros Shawn May PCI Compliance L-070 Mohamed Jalloh and Jenny Jin L1 Audit Planning L Maintain Item Health & Safety Classification L Maintain Statuary Tax Regulations & REporting L Maintain System Validation L Product Certification L 21 CFR Part 11 Compliance / E-Signature L Credit Card Security L Segregation of Duties SOD L IFRS L Implementation System Validation L Maintain UDI/GTIN Data L User Requirements L ISO Audit L Tax Auditing Processing L System Validation Change Control Process L Functional Requirements L L2 Maintain Tax Data L Detailed Design Specifications L Medical Device Excise Tax Calculation/Reporting L User Acceptance L Out of scope Global Common Core scope BU scenario’s Local specific process Sunshine Act Auditing/reporting L Performance Qualification L Operational & Installation Qualifications L
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BI Reporting & Analytics - Process Vision Scope
M. BI Reporting & Analytics (Richard Pentecost, Rob Schoenborn) L0 Operational Reporting M-010 Richard Pentecost Management Reporting M-020 Richard Pentecost Key Performance Indicators M-030 Richard Pentecost Cubes / Analytics M-040 Richard Pentecost Departmental Dashboards M-050 Richard Pentecost Ad Hoc Reporting M-060 Richard Pentecost L1 Operational Reporting M Management Reporting M Key Performance Indicators M Cubes / Analytics M Departmental Dashboards M Ad Hoc Reporting M L2 Out of scope Global Common Core scope BU scenario’s Local specific process
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Manage IT- Process Vision Scope
DRAFT – For Discussion Purpose Manage IT- Process Vision Scope N. Manage IT L0 IT Strategy & Architecture N-010 Nate Roewe Technical Support N-020 Raj Sharma Application Configuration Management N-030 Raj Sharma Data Management N-040 Antwain Robinson Interfaces Management N-050 Winnie Tsui L1 Enterprise Architecture N L1 to L3 Support N User Management N Karam Elahi Data Governance N Interface Management N Network Design N Data Migration N Custom Interface Development N Vendor Managed Services Support N Job Management N Karam Elahi L2 Hardware Design N Patch Management N Karam Elahi Data Base Administration N Brian Johnson Application Configuration N Application Administration N Enterprise Modeler (DEM) N Disaster Recovery N Out of scope Global Common Core scope BU scenario’s Local specific process Customization & Personalization Management N
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