Source Technologies CRM+BPM User Manual

D e m o n s tr a t io n O r g a n iz a t io n

D e m o C o r p .

S a le s R e p

u s w s s r

W e s t e r n R e g io n

R e g io n a l M a n a g e r

C la r k H o u s t o n

S a le s R e p

u s s t s r

S o u t h e r n R e g io n

R e g io n a l M a n a g e r

D o n H u c k le

S a le s R e p

u s m w s r

M id w e s t R e g io n

R e g io n a l M a n a g e r

S a l D o w n e y

U S S a le s

N a t io n a l S a le s M a n a g e r

J a m e s B r o o k

S a le s R e p

c a n s r

C a n a d a S a le s

N a t io n a l S a le s M a n a g e r

S c o t t K r a d ic h

S a le s R e p

m x s r

M e x ic o S a le s

N a t io n a l S a le s M a n a g e r

J o h n D o e

D e m o C o r p .

V P o f S a le s

G a r y K e s s le r

Figure 1.

The organizational chart/hierarchy diagram illustrates organizational hierarchy, roles

associated with the levels of hierarchy and actual people assigned to these levels. The leaf

nodes (lowest level) of hierarchy are transactional nodes. This is where actual work takes

place. This is the vertical model of an organization. Later in the business cases on running

reports, signingoff, etc., we will see how the vertical model enables different people at

different levels, view/perform different data/activities.

Organizational Process (Workflow) Management:
Below is a sample organizational process (workflow) diagram:

The organizational process diagram illustrates the horizontal model or flow of work (that

takes place at the leaf nodes of organizational hierarchy.)