Sample Business Process Worksheet Template
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- Words: 1,372
- Pages: 12
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
BUSINESS AREA NAME:
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
PARTICIPANTS:
SESSION DATE: 1/21/08 SESSION LOCATION:
PERSON A PERSON B PERSON C TROY GREEN
LOGISTICS (WA)
Revision Date 3/19/08
ERP Office CITY, STATE
COLLECTION METHOD:
PROCESS PURPOSE & OBJECTIVES:
Interview & Walkthrough
The purpose of [Company], Inc. is to provide dependable high quality products that are consistent and manufactured in standard process. Supervision and strict control of all steps of manufacturing of [Company], Inc. products is required. In general, Logistics is responsible for insuring that available materials are available. Customers orders are shipped on time.
BUSINESS MODULE:
Page 1 of 12
CONTENTS SIPOC DIAGRAM 2 SIPOC METRICS 3 PROCESS DIAGRAM 4 PROCESS DIAGRAM 5 “INPUTS” DETAIL 6 “OUTPUTS” DETAIL 6 IMPROVEMENT OPPORTUNITIES 7 FUNCTIONAL REQUIREMENTS 8 NOTES/COMMENTS 10 FLOOR PLAN 11 ACTIONS/ISSUES 12
LOGISTICS
STAKEHOLDER
PERSON A
PROCESS TRIGGERS TRIGGER Customer returns Incoming piece parts New builds In process inspection Complete WO (unit, Sub assembly, part)
PROCESS NAME Unit repair Receiving inspection Production In process Final inspection/Shipping Inspection
ACTORS PROCESS OWNER PERSON A PERSON B PERSON C PERSON A PERSON B
Chief inspector QA inspector Technician Production supervisor
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Page 2 of 12
Revision Date 3/19/08
SIPOC DIAGRAM SUPPLIERS LC Alliance LC Supplier Alliance LC Supplier Alliance Alliance QA LC Alliance LC Director of operations Alliance Technicians Engineers Sales Alliance Technician Sales admin Alliance LC Director of operations Alliance QA Production Alliance
INPUTS
PROCESS
OUTPUTS
CUSTOMERS
Cycle counts report
Inventory (cycle count)
Adjust inventory
SAI
Inventory
Receiving
Material Label Receive PO
Receiving inspection
Non Inventory
Receiving
Receive PO
SAI Engineers Sales Repairing Production Engineers
Inspected material Material labor
Stocking
Inventory
Receiving inspection
WO Pick list
Picking
Kit Shortage report
Material Withdrawal Tag
Withdrawal
Material with tag (comp)
Router
Work in progress
Finish goods
PO
Sales order
Pack slips
PO
Create Work Order
Kits
QA Shipping
Pack slip 8130 CFC
Shipping (packing)
Tracking # Closed sales order (partial/full)
Customer
Production Engineers Technicians Engineers Sales Alliance Customer Shipping Sales QA Production
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Revision Date 3/19/08
Page 3 of 12
SIPOC METRICS INPUT METRICS
PROCESS METRICS
OUTPUT METRICS QUALITY PROCESS TIME
COST
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Page 4 of 12
Revision Date 3/19/08
PROCESS DIAGRAM
Customer
Create PO
Create SO-PS
Create WO
Pick
Build
QA
Move to shipping
Ship Unit
Customer Delivery
Customer
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Approved By Troy GREEN
Date Issued 12/20/07
Page 5 of 12
Revision Date 3/19/08
PROCESS DIAGRAM
START
Receive material goods
Inspection
Move to stock
Receive WO – Pack list
Parts available
NO
Shortage
Order parts
YES
Create Kit
Built unit
Complete Kit
YES
Submit router to LC
WIP in stock
Close WO
NO
Issue part
Create Work Router
QA Inspection
Move to shipping
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Revision Date 3/19/08
Page 6 of 12
“INPUTS” DETAIL INPUT
FORMAT
VOLUME/TIME/FREQUENCY
SUPPLIERS
FORMAT
VOLUME/TIME/FREQUENCY
RECIPIENT
“OUTPUTS” DETAIL OUTPUT
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Revision Date 3/19/08
Page 7 of 12
IMPROVEMENT OPPORTUNITIES ORGANIZATIONAL IMPACT OPPORTUNITY
(Individually list and describe laws [L] regulations [R], and policies [P], as well as cultural [C] considerations for each opportunity)
More users Line item memo for pox Transaction log (archiving/reporting) Multiple bill/ship to (SO) Packing requirements Bin level management
R Customizable fields
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
R
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Revision Date 3/19/08
Page 8 of 12
FUNCTIONAL REQUIREMENTS Ref. #
Business Process
Step/Task or Requirement Area
Functional Requirement
Reference Document
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Revision Date 3/19/08
Page 9 of 12
FUNCTIONAL REQUIREMENTS Ref. #
Business Process
Step/Task or Requirement Area
Functional Requirement
Reference Document
24 25 26 27
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Revision Date 3/19/08
Page 10 of 12
NOTES/COMMENTS
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Page 11 of 12
Revision Date 3/19/08
PRODUCTION REPAIR AND QC RECORDS
SERVICE QUEUE
HAZMAT SERVICE QUEUE
MRB LOCKER
REC INSPECTION
QC INSPECTION KIT STORAGE
Q INSPECTION
QC INSPECTION
QC STORAGE
PRODUCTION TEST
SERVICE SALES
SUPPLY LOCKER
PRODUCTION TEST
KIT STORAGE
RCOMM TEST
PRODUCTION TEST
REPAIR TEST
SERVICE REPAIR TEST
PRODUCTION REPAIR
FLOOR PLAN
SERVICE REPAIR TEST
ASSEMBLY
DATA CARD ASSEMBLY
PC BOARD PRODUCTION
ASSEMBLY
ASSEMBLY
STOCK ROOM
ASSEMBLY
SERVICE REPAIR TEST
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Revision Date 3/19/08
Page 12 of 12
ACTIONS/ISSUES Ref. #
Task/Issue
Status
Owner
Due Date
1 2 3
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
Approved By Troy GREEN
BUSINESS AREA NAME:
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
PARTICIPANTS:
SESSION DATE: 1/21/08 SESSION LOCATION:
PERSON A PERSON B PERSON C TROY GREEN
LOGISTICS (WA)
Revision Date 3/19/08
ERP Office CITY, STATE
COLLECTION METHOD:
PROCESS PURPOSE & OBJECTIVES:
Interview & Walkthrough
The purpose of [Company], Inc. is to provide dependable high quality products that are consistent and manufactured in standard process. Supervision and strict control of all steps of manufacturing of [Company], Inc. products is required. In general, Logistics is responsible for insuring that available materials are available. Customers orders are shipped on time.
BUSINESS MODULE:
Page 1 of 12
CONTENTS SIPOC DIAGRAM 2 SIPOC METRICS 3 PROCESS DIAGRAM 4 PROCESS DIAGRAM 5 “INPUTS” DETAIL 6 “OUTPUTS” DETAIL 6 IMPROVEMENT OPPORTUNITIES 7 FUNCTIONAL REQUIREMENTS 8 NOTES/COMMENTS 10 FLOOR PLAN 11 ACTIONS/ISSUES 12
LOGISTICS
STAKEHOLDER
PERSON A
PROCESS TRIGGERS TRIGGER Customer returns Incoming piece parts New builds In process inspection Complete WO (unit, Sub assembly, part)
PROCESS NAME Unit repair Receiving inspection Production In process Final inspection/Shipping Inspection
ACTORS PROCESS OWNER PERSON A PERSON B PERSON C PERSON A PERSON B
Chief inspector QA inspector Technician Production supervisor
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Page 2 of 12
Revision Date 3/19/08
SIPOC DIAGRAM SUPPLIERS LC Alliance LC Supplier Alliance LC Supplier Alliance Alliance QA LC Alliance LC Director of operations Alliance Technicians Engineers Sales Alliance Technician Sales admin Alliance LC Director of operations Alliance QA Production Alliance
INPUTS
PROCESS
OUTPUTS
CUSTOMERS
Cycle counts report
Inventory (cycle count)
Adjust inventory
SAI
Inventory
Receiving
Material Label Receive PO
Receiving inspection
Non Inventory
Receiving
Receive PO
SAI Engineers Sales Repairing Production Engineers
Inspected material Material labor
Stocking
Inventory
Receiving inspection
WO Pick list
Picking
Kit Shortage report
Material Withdrawal Tag
Withdrawal
Material with tag (comp)
Router
Work in progress
Finish goods
PO
Sales order
Pack slips
PO
Create Work Order
Kits
QA Shipping
Pack slip 8130 CFC
Shipping (packing)
Tracking # Closed sales order (partial/full)
Customer
Production Engineers Technicians Engineers Sales Alliance Customer Shipping Sales QA Production
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Revision Date 3/19/08
Page 3 of 12
SIPOC METRICS INPUT METRICS
PROCESS METRICS
OUTPUT METRICS QUALITY PROCESS TIME
COST
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Page 4 of 12
Revision Date 3/19/08
PROCESS DIAGRAM
Customer
Create PO
Create SO-PS
Create WO
Pick
Build
QA
Move to shipping
Ship Unit
Customer Delivery
Customer
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Approved By Troy GREEN
Date Issued 12/20/07
Page 5 of 12
Revision Date 3/19/08
PROCESS DIAGRAM
START
Receive material goods
Inspection
Move to stock
Receive WO – Pack list
Parts available
NO
Shortage
Order parts
YES
Create Kit
Built unit
Complete Kit
YES
Submit router to LC
WIP in stock
Close WO
NO
Issue part
Create Work Router
QA Inspection
Move to shipping
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Revision Date 3/19/08
Page 6 of 12
“INPUTS” DETAIL INPUT
FORMAT
VOLUME/TIME/FREQUENCY
SUPPLIERS
FORMAT
VOLUME/TIME/FREQUENCY
RECIPIENT
“OUTPUTS” DETAIL OUTPUT
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Revision Date 3/19/08
Page 7 of 12
IMPROVEMENT OPPORTUNITIES ORGANIZATIONAL IMPACT OPPORTUNITY
(Individually list and describe laws [L] regulations [R], and policies [P], as well as cultural [C] considerations for each opportunity)
More users Line item memo for pox Transaction log (archiving/reporting) Multiple bill/ship to (SO) Packing requirements Bin level management
R Customizable fields
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
R
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Revision Date 3/19/08
Page 8 of 12
FUNCTIONAL REQUIREMENTS Ref. #
Business Process
Step/Task or Requirement Area
Functional Requirement
Reference Document
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Revision Date 3/19/08
Page 9 of 12
FUNCTIONAL REQUIREMENTS Ref. #
Business Process
Step/Task or Requirement Area
Functional Requirement
Reference Document
24 25 26 27
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Revision Date 3/19/08
Page 10 of 12
NOTES/COMMENTS
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Page 11 of 12
Revision Date 3/19/08
PRODUCTION REPAIR AND QC RECORDS
SERVICE QUEUE
HAZMAT SERVICE QUEUE
MRB LOCKER
REC INSPECTION
QC INSPECTION KIT STORAGE
Q INSPECTION
QC INSPECTION
QC STORAGE
PRODUCTION TEST
SERVICE SALES
SUPPLY LOCKER
PRODUCTION TEST
KIT STORAGE
RCOMM TEST
PRODUCTION TEST
REPAIR TEST
SERVICE REPAIR TEST
PRODUCTION REPAIR
FLOOR PLAN
SERVICE REPAIR TEST
ASSEMBLY
DATA CARD ASSEMBLY
PC BOARD PRODUCTION
ASSEMBLY
ASSEMBLY
STOCK ROOM
ASSEMBLY
SERVICE REPAIR TEST
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
LOGO Prepared By Troy GREEN
Approved By Troy GREEN
Business Areas:
DOC # BPD-XX
LOGISTICS (WA)
REV
Date Issued 12/20/07
Revision Date 3/19/08
Page 12 of 12
ACTIONS/ISSUES Ref. #
Task/Issue
Status
Owner
Due Date
1 2 3
This document is confidential and remains the property of [Company], Inc. It must not be copied, used or disclosed to a third party without the written consent of [Company], Inc. If this document is watermarked "Controlled", it is controlled.
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