Sample enhanced process map(v1.7)

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Sample ��Process/Data-Flow Maps

© 2014 JenytaMarket 1

Contact: Michael R. Neece

[email protected] m. 508-735-4656 www.JenytaMarket.com

•  Service Delivery •  Procurement •  Engineering / Production •  Big Data Analytics •  Enterprise Risk Management

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•  This document illustrates our modeling framework and provide samples of how any process/data-flow type can be mapped using these techniques.

•  Process/data-flow mapping uses our enhanced version of the IDEF3 (h#p://www.idef.com/IDEF3.htm) framework to capture process details and data integration points at the most granular level of any process.

•  Representing processes/data flows in this way can be used to map ANY process, any data type and any industry.

•  Our consulting services capture process & data flows, and identify opportunities for optimization.

•  Our cloud-based technology uses the process/data-flow maps to automate each organization’s unique data/process flows.

•  The following page illustrates the dataflow/process mapping framework. •  Sample maps that follow (pg. 4+) have been modified to protect client identity.



Step 1. CONTRACT SPECS

& REQ.

BUYER

Tasks Mandatory/Op5onal

So8ware Applica5on or Data Sources

Deliverable

1. Bid SpecificaFons M

2. Technical Drawings M Engineering SoNware Design & Specs.

3. Update Bill of Materials M ERP System Updated Account

4. Create/Update Cost Account M AccounFng System

5. Upload Warranty Specs. O Warranty Doc.

6. Standard Forms M Procurement Forms

7. SelecFon Criteria O

8. Define SelecFon Team O

TASKS to be completed at this STEP of the PROCESS

TASK-‐level process controls

So8ware & Data Sources used for this TASK

Output of compleFng this TASK. Evidence TASK was completed

Step 2. STEP NAME

ROLE

Process Discovery Framework

Step 3. STEP NAME

ROLE

Process

Points of system integra/on, captured within the context of each organiza/on’s unique

data-‐flows / processes.

…

Click Here for a video describing this framework

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Service Delivery Example 4 Pages Of A 23 Page Map






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Procurement Examples

Construction Procurement Supplies & Services Procurement


1. Bid SpecificaFons 2. Technical Drawings 3. Warranty SpecificaFons 4. Standard Forms 5. SelecFon Criteria 6. Upload Contractual Terms & CondiFons 7. Upload IFB or RFP 8. Upload Tie breaking policy 9. Upload JusFficaFon for Proprietary Specs. 10. Upload InstrucFons

CONTRACT SPECS

& REQ. 1.

1. AdverFse in Central Register 2. AdverFse in Newspapers 3. Post to Mass. CommBUYS.gov 4. Invite Specific Bidders

STATEMENTS OF

QUALIFICATIONS 2.

1. Select Pre-‐EvaluaFon Team 2. Upload MeeFng Minutes 3. Upload Pre-‐EvaluaFons 4. Invite Specific Bidders 5. Legal Adv. Locally & Reg. 6. Posted Publicly 7. List Plan Holders, Central Reg. 8. List Plan Holders Publicly 9. Post on Comm-‐BUYS 10. Schedule Pre-‐bid Conf.

PREQUAL & BID SOLICITATION 3.

1. Bidder Data Sheet Form 2. Bid Form (total contract price) 3. Form For General Bid 4. Cert. Of Non-‐Collusion 5. Cert. Tax Compliance M.G.L. c.62C, §49A 6. QualificaFon/Reference Sheet 7.CerFficaFon Statement & Facility Review 8. Purchase DescripFon/Scope of Services 9. Prevailing Wage Rates 10. DCAM CerFficaFon 11. DCAM CerFficaFon From Sub-‐Bidders 12. OSHA Training CerFficaFon 13. Bid Deposit (5%) 14. Bidders’ Payment Bond (100%) 15. Performance Bond (100%) 16. Workers’ Comp & Liability Insurance 17. Commercial General Liability Insurance 18. Automobile Liability Insurance 19. Umbrella Liability Insurance

BIDDERS

SUBMIT BID & DOCUMENTATION

4.

1. Select EvaluaFon Team 2. Upload MeeFng Minutes 3. Upload Award JusFficaFon 4. Legal Review of SelecFon 5. NoFfy Bidders 6. Update Central Register 7. Update Mass. Comm-‐BUYS 8. Adv. Local/Reg Newspaper 9. Start Protest Process

BID EVALUATIONS

& AWARD 5.

1. Contract launch meeFng 2. Upload meeFng minutes 3. Upload signed contract 4. Upload Purchase Order 5. Upload Updated Specs. 6. Upload Updated Tech. Drawings

CONTRACT MANAGEMENT

PROCESS 6.

ConFnued…

Start

BUILDING CONSTRUCTION PROCUREMENT


1. Research Purchase & DescripFons 2. Upload Purchase DescripFon 3. EsFmate Contract Value 4. Upload Tech. Drawings 5. Specify Delivery Timeframe 6. Upload JusFficaFon for Proprietary Specs. 7. Upload IFB or RFP 8. Upload JusFficaFon for IFB or RFP Process 9. Upload EvaluaFon Criteria 10. Upload Tie-‐Breaking Policy 11. Upload Standard Forms 12. Upload InstrucFons

PURCH. OFFICER

DETERMINE NEEDS 1.

1. Post in newspaper 2. Post on bulleFn board & website 3. Post "Goods & Services BulleFn" ($100K+) 4. Invite Specific Bidders 5. Hold Bidders Conference 6. Review statewide contracts 7. Review collecFve, co-‐op & GSA purchases

SOLICIT QUOTES/ PUBLIC NOTICE 2.

1. Develop Contract Terms & CondiFons TERMS & CONDITIONS 3.

1. Register for SolicitaFon 2. Agree with Terms & CondiFons 3. Upload IFB or RFP Response 4. Upload References 5. Upload Non-‐Collusion Form 6. Upload Delivery Plan / Methodology

BIDDERS

SUBMIT QUOTES & DOCUMENTS

4.

1. Create SelecFon Team 2. Review Conflict of Interests 3. Upload MeeFng Minutes 4. NoFfy Bidders of Any Errors

PURCH. OFFICER

EVALUATE BIDS 5.

1. Upload Bid/Proposal EvaluaFons EVAL. TEAM

BID

EVALUATIONS 6.

Start

PROCUREMENT OF SUPPLIES & SERVICE >$25,000

1. Upload Award JusFficaFon 2. Legal Review of SelecFon 3. NoFfy Bidders 4. Post "NoFce of Award" 5. Prepare & Upload "cancelaFon statement" 6. Upload "Sole Source" JusFficaFon for Contracts <$25K 7. Post Award Publicly 8. Start Protest Process 9. Update Goods & Serv. BulleFn (Contracts >$100K) 10. Upload Vote Record For Contracts > 3+years 11. NegoFate Pricing & Plans 12. Upload Signed Contract 13. Upload Legal Review of Contract 14. Upload Approval For Contract >3 years

PURCH. OFFICER

AWARD CONTRACT

7.


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Engineering / Production Example 3 Pages Of A 6 Page Map





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Big Data Analytics Example 2 of 2 Pages




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Enterprise Risk Management��Redacted to protect client identity



Business

Sample enhanced process map(v1.7)