IMSS PROCESS CENTER - my.jlrinfo.cn Miscellaneous/IMSS... · IMSS PROCESS CENTER USER GUIDE Version...

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Confidential ©2016 IMSS PROCESS CENTER USER GUIDE Version July 2016

Transcript of IMSS PROCESS CENTER - my.jlrinfo.cn Miscellaneous/IMSS... · IMSS PROCESS CENTER USER GUIDE Version...

Page 1: IMSS PROCESS CENTER - my.jlrinfo.cn Miscellaneous/IMSS... · IMSS PROCESS CENTER USER GUIDE Version July 2016 . 1. Objectives of this document 2. How to work with IMSS Process Center

Confidential ©2016

IMSS PROCESS CENTER USER GUIDE

Version July 2016

Page 2: IMSS PROCESS CENTER - my.jlrinfo.cn Miscellaneous/IMSS... · IMSS PROCESS CENTER USER GUIDE Version July 2016 . 1. Objectives of this document 2. How to work with IMSS Process Center

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

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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

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2. How to work with IMSS Process Center

2.1 System Login – three steps to all information (1/3)

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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)

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2. How to work with IMSS Process Center

2.1 System Login – three steps to all information (2/3)

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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.

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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)

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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

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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

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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

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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

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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

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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

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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

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&

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

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2. How to work with IMSS Process Center

2.5 Change & feedback process – change cycle (1/3)

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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

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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)

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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)