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Finance Business Process Analysis

An important early task in an ERP implementation project is to document and understand the major current system business processes, Business Process Analysis. A common technique to document business processes is to develop diagrams to pictorially represent the process. Later in the implementation phase, the diagrams will be used to re-engineering the processes with the new system.


Functional (Swim Lanes) Mapping Definition

Swim Lane diagrams are essentially process maps. They provide us with a means of integrating steps in a process with the information and people involved. A Swim Lane Diagram is an enhanced flowchart that incorporates additional information such as people involved, points of interaction, means of contact, and flow of information.

 

The Swim Lane diagram tells a robust story about who does what and when. By listing the functional participants along the left side, it clarifies what each function does and their interactions. It demonstrates when hand-offs occur and shows relative timing. The diagram provides a big-picture perspective and cross-functional teams appreciate understanding how they intermingle.

 

Swim Lane Diagrams require the Acrobat Reader to view information in the Portable Data Format.  Download your free copy at the Adobe Internet site.

 

F1.0 Procurements

 

F2.0 Budget Transfers

 

F3.0 Journal Entries

 

F5.0 Grant Awards

      F5.1 Pre-grant Awards

            F5.1.1 Proposal/Submission

            F5.1.2 Internal Funding

            F5.1.3 Award Revisions

      F5.1.4 Award Closeout

      F5.1.5 Reporting

 

F5.2 Post-grant Awards

      F5.2.1 Invoicing

      F5.2.2 Reporting

      F5.2.3 Setting up an Award

      F5.2.4 Subcontractor Invoices

      F5.2.5 Closing an Account

      F5.2.6 A133 Reporting

      F5.2.7 National Science Foundation Reporting

      F5.2.8 Return of Funds

      F5.2.9 Award Revision

 

F6.0 Budget Development

 

F7.0 Investment Management

 

F8.0 Fixed Asset Management

F9.0 Capital Projects Management

 

F10.0 Accounts Receivable

      F10.1 Non-Student Accounts Receivable

      F10.2 Student Accounts Receivable

 

F11.0 Endowment Management (Non-Foundation)

 

F12.0 Chart of Account Maintenance

 

F13.0 Cash Receipts

 

F14.0 Inventory Management

 

F15.0 Financial Reporting

 

F16.0 Parking

 

F17.0 Telecommunications

 

F18.0 Dining Services

 

F19.0 Fund Transfers

 

F20.0 Loans Dispersed by University

 

F21.0 Bank Reconciliation

 

Last Updated: Thursday, April 13, 2006