Introduction
This manual is intended for the users of Ohioedge CRM+BPM Server. It explains tasks performed by a typical user, such as, assigning, performing & signingoff tasks, running reports, creating email and letter templates, running campaigns, etc. Examples used in this manual refer to the sample ‘Demonstration Corp.’ database included with Ohioedge CRM+BPM Server download (http://www.sourceforge.net/projects/ohioedge).
Background
Organizational Roles and Responsibility Management:
In the context of business processes, for example sales, typically an organization’s activities are organized under business units, for example regions,divisions, etc. This enables an organization to perform activities at lower (transactional) levels and analyze them at higher (summary) levels for effectiveness. Figure 1 shows the organizational model of Demo. Corp. Demo Corp. operates under three national offices. National sales managers manage national offices. The US Sales national office is further organized into regions – Western Southern, and Midwest. These regions are responsible for the dayto day sales activity, performed by their sales representatives. The Canadian and Mexican offices don’t have further breakdown into regions and directly overseethe activities of sales representatives.