IMSS PROCESS CENTER - my.jlrinfo.cn Miscellaneous/IMSS... · IMSS PROCESS CENTER USER GUIDE Version...
Transcript of IMSS PROCESS CENTER - my.jlrinfo.cn Miscellaneous/IMSS... · IMSS PROCESS CENTER USER GUIDE Version...
Confidential ©2016
IMSS PROCESS CENTER USER GUIDE
Version July 2016
1. Objectives of this document
2. How to work with IMSS Process Center
2.1 System login
2.2 Account management
2.3 Process document structure
2.4 Process interaction matrix
2.5 Change & feedback process
Table of Contents
Objectives
• Guide to work with the processes
• Guide to understand the content of Process Center
• Guide to design new and change existing processes
• Guide to deepen understanding of compliance including examples and audit preparations
1. Objectives of this document
2. How to work with IMSS Process Center
2.1 System Login – three steps to all information (1/3)
4
1. Log in… 2. … Navigate … 3. … find up to date information!
Website: http://my.jlrinfo.cn/PCDS
(Alternative: linkage from China Portal
http://my.jlrinfo.cn)
Account: JLRCN1\YOUR CDSID
(Example: if your CDSID is tjin, input
jlrcn1\tjin)
2. How to work with IMSS Process Center
2.1 System Login – three steps to all information (2/3)
5
1. Log in… 2. … Navigate … 3. … find up to date information!
Main Flowchart
provides quick link
to particular folders.
Or,
Navigate from the
Menu Tree on the
left.
6
1. Log in… 2. … Navigate … 3. … find up to date information!
Process documents are stored in each
function folder.
SharePoint provides the functionality to
manage the process documents: • Review document
• Edit document (additional authorization)
• Check Version History
• Download local copy
• Etc.
2. How to work with IMSS Process Center
2.1 System Login – three steps to all information (3/3)
What kind of roles we have?
3 Roles in SharePoint
Process Center
Contributor
Process Center
Visitor
What they can do?
Who are they?
How to apply?
• Review, Edit, Delete any
document in SharePoint
• Modify folder structure
• Modify user authorization
• Publish Announcement
• Post Comments
• Wang Ning
• Other selected owners
• Review any document
• Edit, Delete the document
under specific folder. Eg.
Contributor role for ND is
only granted with the Edit
access within ND folder
• Post Comments
• Process owners
• Process Center Owner
grants the access
• IT helpdesk grants the
access
• Review any document
• Post Comments
• Everyone
• Management decision
Process Center
Owner
2. How to work with IMSS Process Center
2.2 Account management – role design
User
Business(*)
IT(*)
Request for
account
JLR or
CJLR?
1
4
Configure
for CJLR
6
End
Valid? Yes
No CJLR
JLR
VP approval
Grant role in
SharePoint End
2
3 5
• Initial load will be
conducted for the name
list VP provided.
• Business owner
responses to operational
delta change.
• All authorization will be
checked quarterly basis..
* Individual contact will be confirmed later.
2. How to work with IMSS Process Center
2.2 Account management – user account application
What does the overview structure look like?
Process Center SharePoint (1:1 relationship)
User Guide Process
Documentation
Tools &
Guidelines
Job
descriptions Additional
documents
RASCI
BPML
Flow Chart
Support Media
Compliance
„Big“ RASCI
…
2. How to work with IMSS Process Center
2.3 Process document structure
6.1 CS Commercial
The following pages explain the main interaction between processes within each domain. These pages are to be read as
following (example):
Finance
6.1.1 –
Commercial
Business Plan
6.1.2 –
Commercial
Retailer Target
1 numbered box = 1
process document in
Central P. Center
Interaction through
control point
(Finance only)
Direct process
interface
Finance domain
Retailer visit
Process
group/cluster
Non numbered box
= process not in
central P. Center
6.2.2
Interface to process
not on the same
page
2. How to work with IMSS Process Center
2.4 Process interaction matrix – how to read
4.2 – Retailer
visit
4.1/.3 Sales Planning
4.7 –
Discretionary
VME Budget
Retailer
Improvement
4.1 – Yearly
Business
Planning
4.3 – Sales
Planning
4.4 – Regional
Sales Planning
4.5 – Order
Management
4.6.1 – Stock
Management
Launch Demo
4.5/.6 Order & Stock Management
4.6.2 – Stock
Management
4.2 Retailer Visit 4.2 VME
2. How to work with IMSS Process Center
2.4 Process interaction matrix – Sales
3.1.1 Retailer Marketing (RM)
3.1.1.1 – RM
planning
IMSS approval
3.1.1.2 – RM
Budget
3.1.1.4 –
Retailer
Marketing Plan.
3.1.1.3
Regional
Marketing Plan
3.1.2.1 – Reg.
Marketing
support
3.1.2.2 –
Purchasing
support
Purchasing
3.1.1 Marketing Support
2. How to work with IMSS Process Center
2.4 Process interaction matrix – Marketing
Financial processing 2.1.1 –
Network
planning
2.5.1 –
Manage DBM
system
2.7 NW Improvement
2.7.1 – Retailer
improvement
audit / control
2.5 Manage System
2.1 NW Planning
2.2.1 – VDM
policy Capacity
Planning
2.5.2 –
Retailer
Database
2.8 –
National
Retailer
Council
Regional
retailer council
2.2 VDM
2.3 – New
Retailer
Appointment
2.3 New Retailer
2.4.1 –
Retailer Set-up
Process
2.4 Retailer Setup
2.4.2 – Retailer
Opening
Preparation
2.6.1 –
Retailer
Performance
2.6 Retailer Performance
2.6.2 –
Manage
Retailer BSc
2.8 Retailer Council
2.2.2 – VDM
results/review
2. How to work with IMSS Process Center
2.4 Process interaction matrix – Network Development
&
Feedback
Feedback is valuable to the Process Owners. You may use the feedback function in the SharePoint to submit your experiences and proposals on how to improve the process anytime. Whilst valuable, it is still not binding. The process team will discuss your feedback and then decide with all stakeholders whether to change or not to change the existing process.
Change
Change happens through a defined process. Twice a year, all processes are being revised, if necessary. They are then published and replace the older versions. New processes may also be added every six months. The envisaged change process is explained on the next pages.
2. How to work with IMSS Process Center
2.5 Change & feedback process – improve the process
2. How to work with IMSS Process Center
2.5 Change & feedback process – change cycle (1/3)
15
Process Center
owner informs
functions (Jan/Jul)*
Submission of content
+1 month (before/after
Chunjie, before
Golden Week)
QC and cycle
with FIN,
Compliance
Approval Release and
communication
Duration: 1 month 1 month = 2 months + holidays
Releases are conducted using two cycles per year:
• Announcement in January / July
• Release in April / October
• All process changes released simultaneously
• Finance and compliance are to be involved thoroughly in reviews and quality checks
• *alternatively: User inform about mistakes/conflicts in the “newspage” of the Process Center sharepoint system
and thus trigger a process rework/change
16
Process Center
owner informs
functions (Jan/Jul)
Submission of content
+1 month (before/after
Chunjie, before
Golden Week)
QC and cycle with
FIN, Compliance Approval
Release and
communication
Duration: 1 month 1 month = 2 months + holidays
Modify BPMLs Modify Flow Chart
Charts
Modify RASCI
(for ALL changed
processes)
Modify Process
Documentation
(integrate previous
documents)
Deliver to Process
Center Owner
Change cascade by Process Owner:
This sequence of document changes ensures that all changes are applied in the correct order so as not to compromise any
documents or create conflicting versions. Documents are to be delivered to the Process Center Owner.
2. How to work with IMSS Process Center
2.5 Change & feedback process – change cycle (2/3)
17
Process Center
owner informs
functions (Jan/Jul)
Submission of content
+1 month (before/after
Chunjie, before
Golden Week)
QC and cycle
with FIN,
Compliance
Approval Release and
communication
Duration: 1 month 1 month = 2 months + holidays
Check BPMLs Check Flow Chart
Charts
Check RASCI
(for ALL changed
processes)
Check Process
Documentation
(integrate previous
documents)
Announce
changes on
„News“ Page of
storage
QC & release by Process Center owner:
This sequence of document changes ensures that all changes are applied in the correct order so as not to compromise any
documents or create conflicting versions.
After approval
2. How to work with IMSS Process Center
2.5 Change & feedback process – change cycle (3/3)