UBPL Index

• Actor Definitions
• General Business Process Stories
• Stories for Specific Types of Organizations
• OAGIS Scenarios

Actor Definitions

Actor Definitions

General Business Process Stories

• Marketing
  • Product Marketer Maintains Product Information
  • Marketer Maintains General Site Content
  • Product Market Study
  • Advertising
  • Customer Tracking
• Procure to Pay, Demand to Inventory
  • Sales Forecasting
  • Inventory Level Monitoring
  • Buyer Places Purchase Order
  • Accountant Receives Invoice and Sends Payment
  • Shipment Receiver Receives Shipment
  • Inventory Mover Puts Away Inventory
• Opportunity to Order
  • Through Sales Representative
    • Sales Representative Seeks Prospects and Opportunities
    • Sales Representative Leads Prospects from RFQ to Sales Order
    • Customer Requests Quote from Cart
    • Customer Places Order for Quote
  • Customer Direct
    • Customer Finds Product
    • Placing Customer Adds Product to Cart
    • Placing Customer Places a Sales Order - Through CSR
    • Placing Customer Places a Sales Order - Online Checkout
    • Placing Customer Places a Sales Order - Through EBay
    • Customer Creates and Edits Account
    • Customer Reviews Order History and Status
    • Customer Cancels Order
• Order to Cash
  • Company Approves Sales Order
  • Company Fulfills Sales Order
  • Accountant Sends Invoice and Receives Payment
  • Carrier Does Not Deliver Shipment to Customer
  • Carrier Returns Undeliverable Shipment to Company
• Return Management
  • Customer Returns Product
  • Company Processes Return Received
• Warehouse Management
  • Inventory Mover does Stock Move
  • Inventory Mover Checks Physical Inventory
• Manufacturing
• Financial Management
  • Budgeting
  • Internal Financial Analysis (management metrics, balanced score card)
  • External Reporting (government, investors, etc)
• Accounting
  • Accountant Reconciles Bank Account
  • Accountant Produces Financial Reports
• Work Plan to Pay
  • Projects and Tasks
  • Requests
  • Time and Expense Recording
  • Receive and Pay Vendor/Worker Invoice
  • Send Client Invoice, Receive Client Payment

Stories for Specific Types of Organizations

• Story of Online Retail Company
• Story of Manufacturer
• Story of Professional Services Company
• Story of Service Provider
• Story of Service Provider Alliance

OAGIS Scenarios

• OAGIS Order to Cash
• OAGIS Procure to Pay
• OAGIS Work Plan to Cash