Version | Date | Description | Author |
V0.0 | dd/mm/yyyy | Draft | <name> |
V1.0 | Final | ||
New version due to Maintenance <name> / Project <name> Release: <Jira # - short description> | |||
Description | Document Link |
Data Model (draw.io) | |
Process Flow (draw.io) | |
Abbreviation | Definition |
CRM | Customer Relationship Management |
<To describe the goals that the process wants to achieve, some examples for reference: harmonize Opportunity reporting cross Solvay, have a clear view on the opportunity pipeline and forecast>
<to describe Functional Process description by Actors, so the business rules and expected system behavior, also need to include the process flow>
1 - High level flow process with main activities
2 - Sub-Flows to detail specific steps of the main process (inner activities part of the main activity)
Instructions for functionals to build a Flow (these instructions should be deleted after the page is published):
Step 1: Make a copy of this page to create your process and then move it to the right place
Step 2: Go to google drive and download the template.drawio (it contains the process flow, use cases and data model diagrams)
Step 3: build the flow using draw.io
go to draw.io, choose the option Open Existing diagram and select the file downloaded before
On the left bottom corner, click on more shapes, on the left-side panel scroll down until you find BPMN 2.0
please select the checkbox to have the BPMN symbols available in the draw.io left pane
Step 4: build the flow, please see the example below for reference
More examples: https://app.diagrams.net/#G1MVufmWiJKTX4zL575PT2Ro6vS9BghNxM
This diagram is using BPMN (Business Process Model and Notation), here is the complete specification of the standard
Step 5: make sure the diagram is stored in the google drive folder https://drive.google.com/drive/folders/1dQz9HfEYZsHwZRRpl8k23QuYjNY85Vou
Step 6: On the flow created, go to File > Embed > IFrame > push Create button > copy the code generated
Step 7: on your confluence page edit the HTML component below and replace the code
<iframe frameborder="0" style="width:100%;height:613px;" src="https://viewer.diagrams.net/?highlight=CCCCCC&edit=_blank&layers=1&nav=1#G1EfWG7ZwosRBgQbFZTLI84UufojyqWZp9"></iframe> |
or
on top of the page, go to 
, click the down arrow, select Other macros, search for HTML, select it and then, click Insert. Then, paste the code inside the component.
End of Instructions
<To describe the separate actions that each type of profile can do. This is to allow the security to be set up at the object (CRUD - Create, Read, Update, Delete) and future level (Use case).
The arrows up represent the inheritance relationship between the actors (profiles). It means that an Admin is allowed to perform the actions directly assigned to him + all the other actions performed by the actors above him.>
Instructions:
Use the same process as described in the previous paragraph to build the flow.
<iframe frameborder="0" style="width:100%;height:644px;" src="https://viewer.diagrams.net/?highlight=0000ff&edit=_blank&layers=1&nav=1&page-id=qpnLP1ZsdvAeLqP9axGh#G1EfWG7ZwosRBgQbFZTLI84UufojyqWZp9"></iframe> |
<The data model displays the entities involved and how they are related in the process.>
Instructions:
Step 1: Determine the relationship between objects:
if the relationship is one-to-one, (example: a case is linked to one single account) we add 1 in both side corners
if the relationship is one-to-many (example: an account is linked to one or more cases; one opportunity is linked to one or more realized sales) we add n at the farthest corner
Step 2: use the same process as described in the Process flow paragraph to build the flow
Step 3: Validate the data model and relationships with the developer
Step 4: Update data dictionary - <insert link>
End of instructions
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