Identifying your competitors, their service and/or product. Evaluating competitors strategies to determine their strengths and weaknesses relative to those of your own product or service.
Identify competitors
识别 competitors
Establishing measures and procedures for identifying various intellectual property threats and concerns.
Evaluate intellectual property
评估 intellectual property
Assessing the competitive forces in the marketplace that could potentially affect the organization. Analyze various aspects of business competition including competing firms. Aggregate competitive intelligence, create benchmarks to juxtapose processes and performance metrics, and inject crucial information about the competition into management models to synthesize insights.
Assessing the competitive forces in the marketplace that could potentially affect the organization. 分析 various aspects of business competition including competing firms. Aggregate competitive intelligence, create benchmarks to juxtapose processes and 绩效 metrics, and inject crucial information about the competition into management 模型s to synthesize insights.
Analyze and evaluate competition
分析 and evaluate competition
Examining if there are other existing products or services in the marketplace, and building the business case to make a go/no go decision based upon substitutions.
Identify potential product or service alternatives
识别 potential product or service alternatives
Determining large-scale macroeconomic shifts and trends, with medium to long-term relevance for the organization. Vet the immediate and the larger economic ecosystem to identify broad-based movements that affect the organization. In the immediate vicinity, for example, examine the stock price of key vendors/suppliers in the organizational value-chain. In the larger economic ecosystem, analyze according to geographical distribution where factors such as interest rates, taxation structures, oil prices, and unemployment rates are explored.
Identify economic trends
识别 economic trends
Identifying areas of concern pertaining to public policy and regulation, established by sovereign or multinational authorities. Examine various regions and geopolitical formations to identify those political and regulatory issues-present or developing-that can potentially affect the organization. Plan for an iterative process, partitioned across regional and geopolitical entities that have a direct bearing on the organization's activities. Assess changes in environmental compliance, product standards, trade barriers, etc.
Identifying areas of concern pertaining to public policy and regulation, established by sovereign or multinational authorities. Examine various regions and geopolitical formations to identify those political and regulatory issues-present or developing-that can potentially affect the organization. 规划 for an iterative process, partitioned across regional and geopolitical entities that have a direct bearing on the organization's activities. 评估 变更s in environmental 合规, product standards, trade barriers, etc.
Identify political and regulatory factors
识别 political and regulatory factors
Identifying changes in ecological ecosystems that can be directly or indirectly detrimental to the organization. Analyze ecological factors within the immediate ecosystem for near to middle-term impact. Analyze the ecology, at large, to get a sense of long-term shifts and concerns. Gather analyses from research publications. Speak to subject matter experts. Engage with advocacy groups, lawyers, journalists, and the active populations.
Identifying 变更s in ecological ecosystems that can be directly or indirectly detrimental to the organization. 分析 ecological factors within the immediate ecosystem for near to middle-term impact. Analyze the ecology, at large, to get a sense of long-term shifts and concerns. Gather analyses from research publications. Speak to subject matter experts. Engage with advocacy groups, lawyers, journalists, and the active populations.
Identify environmental factors
识别 environmental factors
Distinguishing changes in societal makeup, as well as the cultural composite. Isolate shifts in the societal composition and distribution, as well as the value systems and attributes that bind the organization together. Analyze well-regarded publications--and gather the perspective of public intellectuals and opinion leaders--on relevant issues.
Distinguishing 变更s in societal makeup, as well as the cultural composite. Isolate shifts in the societal composition and distribution, as well as the value systems and attributes that bind the organization together. 分析 well-regarded publications--and gather the perspective of public intellectuals and opinion leaders--on relevant issues.
Identify social and cultural changes
识别 social and cultural 变更s
Assessing developments in technologies presently being used by the business, new technologies that have a potential for the business, and any disruptive innovations. This is inclusive of all forms of new and evolving technology such as artificial intelligence (AI). Conduct a survey of advancement in technologies that are already deployed with inputs from the personnel closely working with them, tracking utility and feasibility for deployment. Arrange for mid- to senior-level management personnel who explore contingent uses to assess new and disruptive technologies. Follow up with desk research, involving physical scoping and viability assessment.
Assessing developments in technologies presently being used by the business, new technologies that have a potential for the business, and any disruptive 创新s. This is inclusive of all forms of new and evolving technology such as 人工智能 (AI). 开展 a survey of advancement in technologies that are already deployed with inputs from the personnel closely working with them, tracking utility and feasibility for 部署. Arrange for mid- to senior-level management personnel who explore contingent uses to assess new and disruptive technologies. Follow up with desk research, involving physical scoping and viability assessment.
Assess new technologies
评估 new technologies
Analyzing statistical data relating to the size, distribution, and composition of relevant populations, as well as their characteristics. Perform quantitative analysis over raw data-sets gathered from well-founded sources such as government census or large, private databases. Consider employing primary research in collecting required statistics. Use comprehensive studies (reports, briefs, and articles) to assist with the analysis, in place of raw data.
Analyze demographics
分析 demographics
Investigating key market features and customer characteristics, using qualitative and quantitative measures to capture relevant aspects. Distill key ingredients that allow the organization to Capture customer needs and wants [19946], and Assess customer needs and wants [19947]. Conduct standardized appraisals by defining selection parameters and setting quotas.
Investigating key market features and customer characteristics, using qualitative and quantitative measures to capture relevant aspects. Distill key ingredients that allow the organization to 采集 customer needs and wants [19946], and 评估 customer needs and wants [19947]. 开展 standardized appraisals by defining selection parameters and setting quotas.
Conduct qualitative/quantitative research and assessments
开展 qualitative/quantitative research and assessments
Identifying and collecting customers' wants and needs of a product and/or services from a marketing perspective. Identify which consumer needs are important and whether needs are being met by current products/services.
Identifying and collecting customers' wants and needs of a product and/or services from a marketing perspective. 识别 which consumer needs are important and whether needs are being met by current products/services.
Capture customer needs and wants
采集 customer needs and wants
Creating customer profiles to get a picture of customers and their needs. Identify particular groups of people/organizations that benefit from your product/services and then selling to them.
Creating customer profiles to get a picture of customers and their needs. 识别 particular groups of people/organizations that benefit from your product/services and then selling to them.
Assess customer needs and wants
评估 customer needs and wants
Identifying and examining key attributes that differentiate the organization in the market and those that underscore the core of its operations. Consider how the organization functions. Reflect over tangible and intangible aspects in order to spot critical correlations and the interplay between these attributes. Have senior executives conduct the analysis, with input from management and operational personnel.
Analyze organizational characteristics
分析 organizational characteristics
Identify key elements of operations and measure effectiveness of these elements within internal operations.
识别 key elements of operations and measure effectiveness of these elements within internal operations.
Analyze internal operations
分析 internal operations
Establishing baselines that provide standards for assessing performance levels and allow for a relational benchmarking of current processes. Undertake a survey of archival performance records, conducted in conjunction by the management and the operations personnel. Take into account the organization's internal objectives, particularly for process improvement and enhancement. Understand industry best practices.
Establishing baselines that provide standards for assessing 绩效 levels and allow for a relational benchmarking of current processes. Undertake a survey of archival 绩效 records, conducted in conjunction by the management and the operations personnel. Take into account the organization's internal objectives, particularly for process improvement and enhancement. Understand industry best practices.
Create baselines for current processes
创建 baselines for current processes
Analyzing the capabilities of technology and process automation systems deployed within the organization in order to direct future associated processes. This is inclusive of all forms of new and evolving technology such as artificial intelligence (AI). Conduct a broad-based survey to examine various aspects associated with such systems and technologies, with the objective of identifying key facets that are of interest. Investigate the intended purpose, purpose served, utility, longevity, remaining service-life, repair or service requirements, etc.
Analyzing the capabilities of technology and process 自动化 systems deployed within the organization in order to direct future associated processes. This is inclusive of all forms of new and evolving technology such as 人工智能 (AI). 开展 a broad-based survey to examine various aspects associated with such systems and technologies, with the objective of identifying key facets that are of interest. Investigate the intended purpose, purpose served, utility, longevity, remaining service-life, repair or service requirements, etc.
Analyze systems and technology
分析 systems and technology
Appraising the financial state of the organization so that management can create resource allocation strategies. Scrutinize the organization's financials--including balance sheets, statements of income, cash-flows, equity holdings, and liquidity--with the objective of understanding the organization's financial health and capacities. (This analysis directly feeds into Conduct organizational restructuring opportunities [16792] and Define a business concept and long-term vision [17040].)
Appraising the financial state of the organization so that management can create resource allocation strategies. Scrutinize the organization's financials--including balance sheets, statements of income, cash-flows, equity holdings, and liquidity--with the objective of understanding the organization's financial health and capacities. (This analysis directly feeds into 开展 organizational restructuring opportunities [16792] and 定义 a business concept and long-term vision [17040].)
Analyze financial health
分析 financial health
Determining a strategically significant aggregate of competence and capacities that differentiates the organization in the market. Identify distinguishing attributes including unique skills and resources and its brand and services in the marketplace. Have senior executives and management personnel assess competencies in order to further develop these capabilities into distinct commercial value propositions.
Determining a strategically significant aggregate of competence and capacities that differentiates the organization in the market. 识别 distinguishing attributes including unique skills and resources and its brand and services in the marketplace. Have senior executives and management personnel assess competencies in order to further develop these capabilities into distinct commercial value propositions.
Identify core competencies
识别 core competencies
Developing goals to define organizations vision. Define and document ideas, direction, and activities which enable the organization to reach these goals.
Developing goals to define organizations vision. 定义 and document ideas, direction, and activities which enable the organization to reach these goals.
Define the strategic vision
定义 the strategic vision
Orienting those entities, associated with the organization that have a direct bearing on its operations and output, in a way that advances its strategic vision. Map all stakeholders in strategic configurations, within the architectural layout of the marketplace, and position the organization relative to them. (This exercise is undertaken by senior strategy personnel, drawing upon the process Define a business concept and long-term vision [17040].)
Orienting those entities, associated with the organization that have a direct bearing on its operations and output, in a way that advances its strategic vision. Map all stakeholders in strategic 配置s, within the architectural layout of the marketplace, and position the organization relative to them. (This exercise is undertaken by senior 战略 personnel, drawing upon the process 定义 a business concept and long-term vision [17040].)
Align stakeholders around strategic vision
Developing and executing communication strategies to convey an alignment plan of all organizational stakeholders, which helps the organization realize its vision. Create custom communication strategies and delivery channels with the objective of orienting stakeholders according to the configuration maps created in the process Align stakeholders around a strategic vision [10035]. Have senior strategy personnel closely collaborate with the communications/marketing team.
Developing and executing communication strategies to convey an 对齐 plan of all organizational stakeholders, which helps the organization realize its vision. 创建 custom communication strategies and delivery channels with the objective of orienting stakeholders according to the 配置 maps created in the process Align stakeholders around a strategic vision [10035]. Have senior 战略 personnel closely collaborate with the communications/marketing team.
Communicate strategic vision to stakeholders
Identifying opportunities for restructuring the organization, through an analysis of internal viability and external contingency. Conduct a broad-based survey of the market landscape, taking the large-scale trends and movements into account, to determine the necessity and possibility of restructuring the organization. Review the organization's internal capacities, the readiness of its process frameworks, the robustness of its financials, the capableness of its systems, the resourcefulness of its personnel, etc. for assimilating an extensive overhaul.
Identifying opportunities for restructuring the organization, through an analysis of internal viability and external contingency. 开展 a broad-based survey of the market landscape, taking the large-scale trends and movements into account, to determine the necessity and possibility of restructuring the organization. 审查 the organization's internal capacities, the readiness of its process frameworks, the robustness of its financials, the capableness of its systems, the resourcefulness of its personnel, etc. for assimilating an extensive overhaul.
Identify restructuring opportunities
识别 restructuring opportunities
Auditing the status quo of the probabilities, before formalizing any restructuring of the organization with another entity. Systematically investigate all entities discerned to be of interest in Identify restructuring opportunities [16793], to verify all tangible and substantial facts. Consider engaging specialist professional services including legal, accounting, and consulting help.
Auditing the status quo of the probabilities, before formalizing any restructuring of the organization with another entity. Systematically investigate all entities discerned to be of interest in 识别 restructuring opportunities [16793], to verify all tangible and substantial facts. Consider engaging specialist professional services including legal, accounting, and consulting help.
Perform due-diligence
Appraising entities identified as being suitable for acquisition, taking into account the restructuring opportunities in the internal and external context. Verify the appropriateness and viability of the short-listed options. Ensure these entities pertain to the state-of-affairs in the market, as well as fit with the resources and capabilities of the organization.
Appraising entities identified as being suitable for acquisition, taking into account the restructuring opportunities in the internal and external context. 验证 the appropriateness and viability of the short-listed options. Ensure these entities pertain to the state-of-affairs in the market, as well as fit with the resources and capabilities of the organization.
Evaluate acquisition options
评估 acquisition options
Appraising entities identified as being suitable for a merger, taking stock of the restructuring opportunities within the firm and the market. Verify the appropriateness and viability of such options. Assess these entities to ensure their pertinence to the contextual state-of-affairs in the market, as well as a fit with the resources and capabilities of the organization itself. (This process can be carried out, in its entirety, by qualified in-house personnel or may be designated to specialist professional services providers.)
Appraising entities identified as being suitable for a merger, taking stock of the restructuring opportunities within the firm and the market. 验证 the appropriateness and viability of such options. 评估 these entities to ensure their pertinence to the contextual state-of-affairs in the market, as well as a fit with the resources and capabilities of the organization itself. (This process can be carried out, in its entirety, by qualified in-house personnel or may be designated to specialist professional services providers.)
Evaluate merger options
评估 merger options
Evaluating departments and subsidiaries within the organization, and/or previously merged entities, to assess the appropriateness of a de-merger, taking account of the fit between these entities as well as any relevant externalities. Examine the pertinence and soundness of a formalized dissociation.
Evaluate de-merger options
评估 de-merger options
Evaluating departments and/or subsidiaries within the organization to assess the appropriateness of a divestment, taking account of all market externalities. Examine any internal entities that have been identified to be suitable for dismemberment from the organization. Ensure the pertinence and soundness of such a move.
Evaluate divesture options
评估 divesture options
AI-era activity: AI-Powered Market Analysis.
AI-Powered Market Analysis
Defining the status quo relating to the de facto core of what the business is. Reflect over the fundamental essence of what the business accomplishes and the manner in which it operates. Look beyond the obvious solution capabilities to delineate capacities that form the basis of the business engine. Involve senior executives and management personnel and possibly professional services providers.
Define current business
定义 current business
Outlining actionable objectives that effectively set a course to fulfill the organization's vision. In this fundamental activity, articulate certain goals or targets in broad but practicable terms to reach long-term objectives.
Outlining actionable objectives that effectively set a course to 履约 the organization's vision. In this fundamental activity, articulate certain goals or targets in broad but practicable terms to reach long-term objectives.
Formulate mission
Developing and executing a communication strategy to convey the mission statement. Create a universal communication strategy and appropriate delivery channels, with the objective of leveraging the latter to execute the former. Convey the inherent message of the mission to all stakeholders, including employees, customers, and the public. Ensure collaboration between senior strategy personnel and the communications/marketing team.
Developing and executing a communication 战略 to convey the mission statement. 创建 a universal communication 战略 and appropriate delivery channels, with the objective of leveraging the latter to execute the former. Convey the inherent message of the mission to all stakeholders, including employees, customers, and the public. Ensure collaboration between senior 战略 personnel and the communications/marketing team.
Communicate mission
AI-era activity: AI-Driven Scenario Planning.
AI-Driven Scenario Planning
Supporting the design, manufacture and distribution of product and services through the extended enterprise model. This is concerned with the strategic decisions on make vs buy, in house or out sourced. Senior Executives map out how they want to run their business. Make strategic choices as to whether to buy in components / sub-assemblies, run their own distribution fleet or contract out, own their dealerships or franchise out, etc. Strategize with partnerships. Collaborate design consideration at strategy level for automotive and procurement act within the Target Operating Model set at strategy level.
Supporting the design, manufacture and distribution of product and services through the extended enterprise 模型. This is concerned with the strategic decisions on make vs buy, in house or out sourced. Senior Executives map out how they want to run their business. Make strategic choices as to whether to buy in components / sub-assemblies, run their own distribution fleet or contract out, own their dealerships or franchise out, etc. Strategize with partnerships. Collaborate design consideration at 战略 level for automotive and procurement act within the Target Operating 模型 set at 战略 level.
Select partnerships and relationships to support the extended enterprise
选择 partnerships and relationships to support the extended enterprise
Evaluating options for shared services and support functions. This should include structure, scale, adaptability to change, and alternative delivery models to balance cost, performance, and operational efficiencies.
Evaluating options for shared services and support functions. This should include structure, scale, adaptability to 变更, and alternative delivery 模型s to balance cost, 绩效, and operational efficiencies.
Evaluate shared services options
评估 shared services options
Evaluating options to enhance and optimize processes and functional areas. Understand alternatives to strengthen business capabilities, enhance process efficiencies, and advance performance standards.
Evaluating options to enhance and optimize processes and functional areas. Understand alternatives to strengthen 业务能力, enhance process efficiencies, and advance 绩效 standards.
Evaluate lean/continuous improvement options
评估 lean/continuous improvement options
Determine impacts of elements such as staffing, skills, training, new markets, technology, or policies within operating model which needs change.
Determine impacts of elements such as staffing, skills, 训练, new markets, technology, or policies within operating 模型 which needs 变更.
Identify implications for key operating model business elements that require change
识别 implications for key operating 模型 business elements that require 变更
Determining key factors for technology ROI, benefits, architecture, etc.
Identify implications for key technology aspects
识别 implications for key technology aspects
Evaluating future business to business opportunities against past and current approaches and performance. Gather insights into what competitors and other similar organizations are doing and the needs, goals, and expectations of stakeholders and partners to understand potential future impact.
Evaluating future business to business opportunities against past and current approaches and 绩效. Gather insights into what competitors and other similar organizations are doing and the needs, goals, and expectations of stakeholders and partners to understand potential future impact.
Evaluate B2B options
评估 B2B options
Evaluating future business to customer opportunities against past and current approaches and performance. Gather insights into what competitors and other similar organizations are doing and the needs, goals, and expectations of customers and partners to understand potential future impact.
Evaluating future business to customer opportunities against past and current approaches and 绩效. Gather insights into what competitors and other similar organizations are doing and the needs, goals, and expectations of customers and partners to understand potential future impact.
Evaluate B2C options
评估 B2C options
Evaluating partnership and alliance opportunities to deliver products/services. Understand existing product and market models in use across the markets you serve, evolving trends, and the cost/benefit of potential new/updated partnership/alliance options.
Evaluating partnership and alliance opportunities to deliver products/services. Understand existing product and market 模型s in use across the markets you serve, evolving trends, and the cost/benefit of potential new/updated partnership/alliance options.
Evaluate partner/alliance options
评估 partner/alliance options
Evaluating intellectual property acquisition options available to scale, modernize, and/or extend product/service reach. Understand the cost, risk, timing and lifecycle value of candidate acquisitions.
Evaluating intellectual property acquisition options available to scale, modernize, and/or extend product/service reach. Understand the cost, 风险, timing and lifecycle value of candidate acquisitions.
Evaluate IP acquisition options
评估 IP acquisition options
Evaluating innovation options to advance technology, products/services, and/or operational performance.
Evaluating 创新 options to advance technology, products/services, and/or operational 绩效.
Evaluate innovation options
评估 创新 options
Evaluating sustainability requirements, stakeholder expectations, and value proposition for options. Understand the potential activities and changes across environmental, social, and governance, the effort required, cost to implement, and benefits gained. The analysis should consider sustainable product/service lifecycles, operations, infrastructure, performance, and workforce.
Evaluating 可持续发展 requirements, stakeholder expectations, and value proposition for options. Understand the potential activities and 变更s across environmental, social, and 治理, the effort required, cost to implement, and benefits gained. The analysis should consider sustainable product/service lifecycles, operations, 基础设施, 绩效, and workforce.
Evaluate sustainability options
评估 可持续发展 options
Evaluating options for global support services and functions. This should include structure, scale, adaptability to change, and alternative delivery models to balance cost, performance, and customer value.
Evaluating options for global support services and functions. This should include structure, scale, adaptability to 变更, and alternative delivery 模型s to balance cost, 绩效, and customer value.
Evaluate global support options
评估 global support options
Defining direction and plan objectives for external relationships and partnering with other companies to deliver product/services. Focus on creating a vision and strategic objectives and culminate in creating measures for the strategic alliance or partnership.
Defining direction and plan objectives for 外部关系 and partnering with other companies to deliver product/services. Focus on creating a vision and strategic objectives and culminate in creating measures for the strategic alliance or partnership.
Develop partner/alliance strategy
开发 partner/alliance 战略
Formulating strategic options that create opportunities for the sustenance and prosperity of the business in the long run. Go beyond business longevity to consider alternate strategies that allow the organizations preservation of vitality over time. Earmark resources and target processes, the former of which are dedicated to the absorption of sustainable practices in the latter.
Develop sustainability strategy
开发 可持续发展 战略
Defining a strategy for corporate development. Include providing a framework for evaluating merger and acquisition candidates; and planning for a value creation through merging/demerging with a company, acquiring a company, or exiting from an already merged/acquired company.
Defining a 战略 for corporate development. Include providing a framework for evaluating merger and acquisition candidates; and planning for a value creation through merging/demerging with a company, acquiring a company, or exiting from an already merged/acquired company.
Develop merger/demerger/acquisition/exit strategy
开发 merger/demerger/acquisition/exit 战略
Developing a plan and vision to encourage advancements in technology or product/services. Create a roadmap for changing or innovating the business model to make business operations more competitive. Set up new R&D services for changing or bringing new value propositions, services, production processes, and invention of technology not previously used by competitors etc.
Developing a plan and vision to encourage advancements in technology or product/services. 创建 a roadmap for changing or innovating the business 模型 to make business operations more competitive. Set up new R&D services for changing or bringing new value propositions, services, production processes, and invention of technology not previously used by competitors etc.
Develop innovation strategy
开发 创新 战略
Developing a plan to deploy support services and support functions throughout the organization globally. Arrange the organizations functional support areas to create efficiencies of scale in the delivery of support services, globally.
Develop global support strategy
开发 global support 战略
Charting a plan to leverage internal services and support functions throughout the organization. Delineate a framework of parameters and criteria to selectively filter service areas for inclusion among the organizations common resources. Arrange the organizations functional areas to create efficiencies of scale in the delivery of internal services.
Develop shared services strategy
开发 shared services 战略
Developing strategies for the optimization of processes and the improvement of functional areas in order to improve the bottom line. Create a road map of decision choices that would allow the organization to continuously enhance process efficiencies and advance performance standards.
Developing strategies for the optimization of processes and the improvement of functional areas in order to improve the bottom line. 创建 a road map of decision choices that would allow the organization to continuously enhance process efficiencies and advance 绩效 standards.
Develop Lean/continuous improvement strategy
开发 Lean/continuous improvement 战略
Aligning the approach and method of individual units, departments, systems, and operations within the organization, in accordance with the larger strategic course adopted. Employ the organization's strategic path to guide the functions, divisions, and operations. Calibrate the plan and method of each functional area, as well as the processes therein, to Select the long-term business strategy [10039].
Aligning the approach and method of individual units, departments, systems, and operations within the organization, in accordance with the larger strategic course adopted. Employ the organization's strategic path to guide the functions, divisions, and operations. Calibrate the plan and method of each functional area, as well as the processes therein, to 选择 the long-term business 战略 [10039].
Coordinate and align cross-functional and process strategies
协调 and align cross-functional and process strategies
Evaluating the structural makeup of the organization, including pertinent features of and associated synergies among constituent elements. Examine the organization's architectural framework, paying close attention to the individual elements, the relations among them, and the conjoint and co-acting forces therein. Analyze functions and processes, as well as work-related positions. Scrutinize various relevant characteristics associated with each of them, depending upon the scale, scope, and type of organization.
Evaluating the structural makeup of the organization, including pertinent features of and associated synergies among constituent elements. Examine the organization's architectural framework, paying close attention to the individual elements, the relations among them, and the conjoint and co-acting forces therein. 分析 functions and processes, as well as work-related positions. Scrutinize various relevant characteristics associated with each of them, depending upon the scale, scope, and type of organization.
Evaluate breadth and depth of organizational structure
评估 breadth and depth of organizational structure
Appraising job-specific roles within the organizational chart and their hierarchical architecture. Analyze a map of work-related roles within the organizational structure. Examine the value added by the positions associated with jobs to be performed and how they stack up within the organization's operations.
Appraising job-specific roles within the organizational chart and their hierarchical architecture. 分析 a map of work-related roles within the organizational structure. Examine the value added by the positions associated with jobs to be performed and how they stack up within the organization's operations.
Perform job-specific roles mapping and value-added analyses
Examining the constituent exercises and undertakings within a work-related position for the purpose of effective delegation. Deconstruct job-specific roles into activities and visualize the relations among them, with the objective of assigning responsibilities to the appropriate personnel.
Develop role activity diagrams to assess hand-off activity
开发 role activity diagrams to assess hand-off activity
Organizing workshop sessions to adopt organizational redesign. Communicate the organizational structure and mapping of responsibilities against job roles in order to facilitate an effective understanding among personnel. Use a collaborative process that may include participative workshop sessions.
Perform organization redesign workshops
Fleshing out the connections and dependencies among the various units of the organization. Delineate the relationship among business units or process frameworks within the organization, in terms of activities, synergies, and shared resources and responsibilities. Formalize relationships among business units so that any mutual coherence is clearly understood and can be attended to.
Design the relationships between organizational units
设计 the relationships between organizational units
Creating an understanding of the fit between job roles and organizational processes in order to properly place personnel. Deconstruct key processes into constituent activities, and examine job-related roles. Take cues from Develop role activity diagrams to assess hand-off activity [10051]. Map appropriate positions against these important processes, which in turn expedite the deployment of staff members.
Creating an understanding of the fit between job roles and organizational processes in order to properly place personnel. Deconstruct key processes into constituent activities, and examine job-related roles. Take cues from 开发 role activity diagrams to assess hand-off activity [10051]. Map appropriate positions against these important processes, which in turn expedite the 部署 of staff members.
Develop role analysis and activity diagrams for key processes
开发 role analysis and activity diagrams for key processes
Probing the repercussions of all practicable organizational design options. Analyze the significance and impact of workable organizational structure options. Closely examine the long-term impact of these frameworks over the functioning of the organization.
Probing the repercussions of all practicable organizational design options. 分析 the significance and impact of workable organizational structure options. Closely examine the long-term impact of these frameworks over the functioning of the organization.
Assess organizational implication of feasible alternatives
评估 organizational implication of feasible alternatives
Embracing and ratifying a new organizational structure. (Assume the new framework to be the best fit through Assess the organizational implications of feasible alternatives [10055].)
Embracing and ratifying a new organizational structure. (Assume the new framework to be the best fit through 评估 the organizational implications of feasible alternatives [10055].)
Migrate to new organization
Creating and developing strategic objectives that establishes a process to outline expected outcomes and guide employees' efforts.
Identify organizational objectives
识别 organizational objectives
Establishing baselines that provide standards for assessing performance. Create metrics and KPI's for various functions/processes/activities based on organizational goals.
Establishing baselines that provide standards for assessing 绩效. 创建 metrics and KPI's for various functions/processes/activities based on organizational goals.
Establish baseline metrics
建立 baseline metrics
Defining methodology and frequency of assessment for measuring and monitoring performance of various functions/processes/activities against standard set goals.
Defining methodology and frequency of assessment for measuring and 监控 绩效 of various functions/processes/activities against standard set goals.
Monitor performance against objective
监控 绩效 against objective
Assessing the performance of a business unit against set organizational goals which are based on pre-defined metrics collected through various business unit operations.
Assessing the 绩效 of a business unit against set organizational goals which are based on pre-defined metrics collected through various business unit operations.
Analyze business unit strategies
分析 business unit strategies
Determining the resources and skills of each business unit based on knowledge and technical capacity. Enable business units to meet customer needs and grow in a competitive marketplace.
Determining the resources and skills of each business unit based on knowledge and technical 容量. Enable business units to meet customer needs and grow in a competitive marketplace.
Identify core competency for each business unit
识别 core competency for each business unit
Evaluating existing business unit strategy based on the company's strategy and eliminate unwanted/unnecessary resources/elements and re-consider necessary resources to meet the overall company's strategy.
Evaluating existing business unit 战略 based on the company's 战略 and eliminate unwanted/unnecessary resources/elements and re-consider necessary resources to meet the overall company's 战略.
Refine business unit strategies in support of organizational strategy
Refine business unit strategies in support of organizational 战略
Creating methods to gauge customer experiences, expectations, and suggestions. Review both liked and disliked areas of product/services to be delivered. Evaluate touchpoints based on the nature of product/service in the market e.g., billboards, web sites, direct mail, service calls, etc.
Creating methods to gauge customer experiences, expectations, and suggestions. 审查 both liked and disliked areas of product/services to be delivered. 评估 touchpoints based on the nature of product/service in the market e.g., billboards, web sites, direct mail, service calls, etc.
Identify and review customer touchpoints
识别 and review customer touchpoints
Evaluating customer experiences, expectations, and suggestions in both liked and disliked areas of the product or services. Analyze all modes of communication, human and physical interactions, or customers experience during the relationship lifecycle with your organization. Evaluate the gaps/further development/alterations to the existing product/service to attain better customer response.
Evaluating customer experiences, expectations, and suggestions in both liked and disliked areas of the product or services. 分析 all modes of communication, human and physical interactions, or customers experience during the relationship lifecycle with your organization. 评估 the gaps/further development/alterations to the existing product/service to attain better customer response.
Assess customer experience across touchpoints
评估 customer experience across touchpoints
Analyzing the core reason for the customer experience/feedback/response about the product/service to take considerable action for better customer experience.
Perform root cause analysis of problematic customer experiences
Perform root cause analysis of 问题atic customer experiences
Identifying a set of characteristics that define the demographic and behavioral patterns of the customer. Further, use persona scoring to design your marketing strategies around personas, and measure and optimize your interactions with the contacts classified by a certain persona.
Define and manage personas
定义 and manage personas
Creating a story of the customer's experience: from initial contact, through the process of engagement and into a long-term relationship. The goal is to teach organization about the customer.
Create customer journey maps
创建 customer journey maps
Defining parameters to show aggregated, consistent, and holistic representation of known data about customers. Define key parameters which enable the tracking of customers and communications across every channel.
Defining parameters to show aggregated, consistent, and holistic representation of known data about customers. 定义 key parameters which enable the tracking of customers and communications across every channel.
Define single view of the customer for the organization
定义 single view of the customer for the organization
Establishing a direction and vision on how the organization behaves towards customers in a consistent, effective way. The key attributes for customer experience vision consists of emotional connection, commitments and expectations, compelling value proposition, and ease of understanding the organization's behavior.
Define a vision for the customer experience
定义 a vision for the customer experience
Creating a process to validate the sales process and the assumptions that underpin the business model. Understand if the products/services have a repeatable, scalable business model around that product.
Creating a process to validate the sales process and the assumptions that underpin the business 模型. Understand if the products/services have a repeatable, scalable business 模型 around that product.
Validate with customers
验证 with customers
Aligning and defining a relevant, differentiated, and credible value proposition for the brand. Align experience to ensure that the product and service quality is consistent with brand promise and business strategies.
Aligning and defining a relevant, differentiated, and credible value proposition for the brand. Align experience to ensure that the product and service 质量 is consistent with brand promise and business strategies.
Align experience with brand values and business strategies
Planning, development, and management of content-written or in other media. Getting the right content to the right user at the right time through strategic planning of content creation, delivery, and governance.
Planning, development, and management of 内容-written or in other media. Getting the right 内容 to the right user at the right time through strategic planning of 内容 creation, delivery, and 治理.
Develop content strategy
开发 内容 战略
Determining the necessary skills and competencies required to efficiently collect customer experiences through the support structure.
Identify required capabilities
识别 required capabilities
Identifying the affect of customer experience through customer experience support structure on other functions of customer services related to customer.
Identifying the affect of customer experience through customer experience support structure on other functions of 客户服务s related to customer.
Identify impact on functional processes
识别 impact on functional processes
Defining a standard guideline to create and execute the capacities of registering customer experiences in a timely manner. Create a common understanding of what behaviors are required to implement the strategy. Define what talent/skills your organization needs to reach customer experience goals.
Defining a standard guideline to create and execute the capacities of registering customer experiences in a timely manner. 创建 a common understanding of what behaviors are required to implement the 战略. 定义 what talent/skills your organization needs to reach customer experience goals.
Develop customer experience roadmap to develop and implement defined capabilities
开发 customer experience roadmap to develop and implement defined capabilities
Conveying planned procedures and methods to both internal departments and external stakeholders like customers, suppliers, etc., in an effective manner based on organizational objective.
Communicate strategies internally and externally
Creating a statement of the organization's direction to guide decision making around the allocation of resources. Provide a focus on the organization's overarching goals to ensure coherent and considered action. Strategic objectives are ranked by their importance in achieving the strategic goals. All subsequent operational or tactical planning and resource allocation is based on strategic priorities
Creating a statement of the organization's direction to guide decision making around the allocation of resources. 提供 a focus on the organization's overarching goals to ensure coherent and considered action. Strategic objectives are ranked by their importance in achieving the strategic goals. All subsequent operational or tactical planning and resource allocation is based on strategic priorities
Identify strategic priorities
识别 strategic priorities
Creating a statement of the organization's direction based on what is considered "value" to the customer or business.
Develop strategic initiatives based on business/customer value
开发 strategic initiatives based on business/customer value
Developing a process for stakeholder dialog that is integrated into the assessment of business strategies. Report on the evaluation of the business objectives, strategies, subject, or past events.
Developing a process for stakeholder dialog that is integrated into the assessment of business strategies. 报告 on the evaluation of the business objectives, strategies, subject, or past events.
Review with stakeholders
审查 with stakeholders
Establishing a standard measure of value to determine the business worth for each of the Identify strategic priorities [19975]. List the effectiveness and utility for every important strategic element based on the benefit it adds to the business.
Establishing a standard measure of value to determine the business worth for each of the 识别 strategic priorities [19975]. List the effectiveness and utility for every important strategic element based on the benefit it adds to the business.
Determine business value for each strategic priority
Analyzing the value preposition; the value the customer gets from a product/services for each of your Identify strategic priorities [19975]. Customer value is the satisfaction a consumer feels after making a purchase for goods or services relative to what he/she must give up to receive them.
Analyzing the value preposition; the value the customer gets from a product/services for each of your 识别 strategic priorities [19975]. Customer value is the satisfaction a consumer feels after making a purchase for goods or services relative to what he/she must give up to receive them.
Determine the customer value for each strategic priority
Listing the most effective procedures in the order of most important to the least. Create measures or filter for determining which of many "strategic initiatives" is most important to the least important.
Listing the most effective procedures in the order of most important to the least. 创建 measures or filter for determining which of many "strategic initiatives" is most important to the least important.
Prioritize strategic initiatives
排定优先级 strategic initiatives
Establishing procedures for communications within the organization which creates the road map for successful understanding of strategic initiatives for both business units and stakeholders (internal and external).
Communicate strategic initiatives to business units and stakeholders
Determining key indicators or factors responsible for driving business value. Key business value drivers comprise of operational, financial, and sustainability drivers.
Determining key indicators or factors responsible for driving business value. Key business value drivers comprise of operational, financial, and 可持续发展 drivers.
Identify business value drivers
识别 business value drivers
Establishing baseline measures that provide standards for assessing performance of Identify business value drivers [19982].
Establishing baseline measures that provide standards for assessing 绩效 of 识别 business value drivers [19982].
Establish baselines for business value drivers
建立 baselines for business value drivers
Overseeing the progress of activities to ensure they are on-course and on-schedule in meeting the objectives and performance targets against Establish baselines for business value drivers [19983].
Overseeing the progress of activities to ensure they are on-course and on-schedule in meeting the objectives and 绩效 targets against 建立 baselines for business value drivers [19983].
Monitor performance against baselines
监控 绩效 against baselines
Successfully implement strategic initiatives. Execution of strategy is also defined as the process of implementing logical set of connected activities by an organization to make a strategy work.
Successfully implement strategic initiatives. Execution of 战略 is also defined as the process of implementing logical set of connected activities by an organization to make a 战略 work.
Execute strategic initiatives
执行 strategic initiatives
Periodic review of initiatives based performance, conditions, and marketplace response.
Periodic review of initiatives based 绩效, conditions, and marketplace response.
Review execution of strategic initiatives
审查 execution of strategic initiatives
Performing required updates to strategic initiatives based upon changes in the marketplace or performance.
Performing required updates to strategic initiatives based upon 变更s in the marketplace or 绩效.
Refine strategic initiatives and project plans as needed
Collecting all relevant materials needed to develop the business model, so that it can adequately model its processes.
Collecting all relevant materials needed to develop the business 模型, so that it can adequately 模型 its processes.
Assemble business model information
Assemble business 模型 information
Obtaining required permissions, licenses and authorizations that legitimize the business, help to mitigate associated risks and safeguard the operations.
Obtaining required permissions, licenses and authorizations that legitimize the business, help to mitigate associated 风险s and safeguard the operations.
Secure appropriate approvals
Ensuring coherence with pre-exsiting models to avoid contradictions between models. Make sure that all models represent the same long-term vision.
Ensuring coherence with pre-exsiting 模型s to avoid contradictions between 模型s. Make sure that all 模型s represent the same long-term vision.
Identify integration points with existing models
识别 integration points with existing 模型s
Consenting to a particular business model and formally accepting it to serve as the set of guiding principles in operating the company.
Consenting to a particular business 模型 and formally accepting it to serve as the set of guiding principles in operating the company.
Adopt the business model
Adopt the business 模型
Determining the timeline, procedures and responsibilities for reviewing the business model and for updating it to best serve the organization.
Determining the timeline, procedures and responsibilities for reviewing the business 模型 and for updating it to best serve the organization.
Establish business model maintenance parameters
建立 business 模型 maintenance parameters
Deciding the type of responses, reactions, sentiments and insights that are crucial to be taken into consideration with business model maintenance.
Deciding the type of responses, reactions, sentiments and insights that are crucial to be taken into consideration with business 模型 maintenance.
Accept business model feedback parameters
Accept business 模型 feedback parameters
Evaluating the feedback regarding products, services, processes or resources. Determine which judgments are critical and mandate changes to the current business model to better deliver the desired value
Evaluating the feedback regarding products, services, processes or resources. Determine which judgments are critical and mandate 变更s to the current business 模型 to better deliver the desired value
Prioritize and manage incoming feedback
排定优先级 and manage incoming feedback
Modifying the business models that are presently in use in response to incoming feedback or changing markets to achieve the enterprise business goals.
Modifying the business 模型s that are presently in use in response to incoming feedback or changing markets to achieve the enterprise business goals.
Update existing models
Update existing 模型s
Creating and implementing a strategy, responsibilities and control mechanisms for managing business models that are timely, efficient and cost-effective.
Creating and implementing a 战略, responsibilities and control mechanisms for managing business 模型s that are timely, efficient and cost-effective.
Establish business model governance
建立 business 模型 治理
Activity within ITIL practice 'Strategy Management'.
Activity within ITIL practice '战略 Management'.
Define IT strategy alignment
定义 IT 战略 对齐
Assess strategic options
评估 strategic options
Creating alignment between the requirement of properties and the overall business strategy. This process requires the organization to align the requirement of properties in accordance with its business strategies of the organization.
Creating 对齐 between the requirement of properties and the overall business 战略. This process requires the organization to align the requirement of properties in accordance with its business strategies of the organization.
Confirm alignment of property requirements with business strategy
Confirm 对齐 of property requirements with business 战略
Evaluating the impact of the external environment. Evaluate the circumstances, objects, events, and aspects surrounding an organization that affects its actions and selections and that recognizes its opportunities and risks.
Evaluating the impact of the external environment. 评估 the circumstances, objects, events, and aspects surrounding an organization that affects its actions and selections and that recognizes its opportunities and 风险s.
Appraise the external environment
Deciding whether to buy or build properties. Study the market forces about property prices and cost of construction in order to take decisions based on the market research.
Determine build, buy, or lease decision
Preparing and analyzing different designs for a facility in order to finalize which design will be the most suitable option.
Design facility
设计 facility
Evaluating the feasibility of budgets prepared for the construction of facilities.
Analyze budget
分析 budget
Assessing and choosing the appropriate property. Analyze the property requirements. Review the available property options. Finalize the most suitable option.
Assessing and choosing the appropriate property. 分析 the property requirements. 审查 the available property options. Finalize the most suitable option.
Select property
选择 property
Discussing the terms and conditions of facilities to be occupied according to the business requirements and availability of budgets.
Discussing the terms and conditions of facilities to be occupied according to the business requirements and 可用性 of budgets.
Negotiate terms for facility
Constructing the buildings. Manage renovations according to requirements and demands.
Constructing the buildings. 管理 renovations according to requirements and demands.
Manage construction or modification to building
管理 construction or modification to building
Attaining the office space with all assets (tables, chairs, computers, admin staff, etc.) according to requirements.
Attaining the office space with all 资产 (tables, chairs, computers, admin staff, etc.) according to requirements.
Acquire workspace and facilities
Modifying the formation of the workspace and its assets. Make necessary changes in an office space with all assets (tables, chairs, computers, admin staff, interior designing, etc.) according to requirements.
Modifying the formation of the workspace and its 资产. Make necessary 变更s in an office space with all 资产 (tables, chairs, computers, admin staff, interior designing, etc.) according to requirements.
Change fit/form/function of workspace and facilities
变更 fit/form/function of workspace and facilities
Shifting staff or employees from one place to another place according to changes in business requirements.
Shifting staff or employees from one place to another place according to 变更s in business requirements.
Relocate people
Relocating the tools and raw materials. Shift raw or finished material and machines of company from one place to another place according to changes in business requirements.
Relocating the tools and raw materials. Shift raw or finished material and machines of company from one place to another place according to 变更s in business requirements.
Relocate material and tools
Ensuring safe, controlled access to organizational facilities by implementing and maintaining physical security protocols, systems, and procedures. This includes issuing and managing access credentials; monitoring entry points; coordinating visitor access; and operating security technologies such as surveillance, alarms, and access-control systems. Establish and enforce policies to protect employees, visitors, assets, and information; respond to security incidents or breaches; and routinely assess the effectiveness of security measures.
Ensuring safe, controlled access to organizational facilities by implementing and maintaining physical 安全 protocols, systems, and procedures. This includes issuing and managing access credentials; 监控 entry points; coordinating visitor access; and operating 安全 technologies such as surveillance, alarms, and access-control systems. 建立 and enforce policies to protect employees, visitors, 资产, and information; respond to 安全 事件s or breaches; and routinely assess the effectiveness of 安全 measures.
Provide facility access and security
提供 facility access and 安全
AI-era activity: AI-Powered Predictive Maintenance.
AI-Powered Predictive Maintenance
Establishing what funds will be invested in the construction of assets for the advancement of established business objectives.
Establishing what funds will be invested in the construction of 资产 for the advancement of established business objectives.
Define capital investment plan
定义 capital investment plan
Monitoring plans on capital projects. Capital projects can be purchasing buildings, lands, etc.
监控 plans on capital projects. Capital projects can be purchasing buildings, lands, etc.
Monitor capital program
监控 capital program
Acquiring the loans needed to construct necessary assets.
Acquiring the loans needed to construct necessary 资产.
Secure construction financing
Developing a strategy to perform asset construction. Assure that timelines, regulations, and resources are on task and on budget.
Developing a 战略 to perform asset construction. Assure that timelines, regulations, and resources are on task and on budget.
Develop construction strategy
开发 construction 战略
Managing the construction process to ensure that activates are on task, on budget, and are being performed with safety and quality in mind.
Managing the construction process to ensure that activates are on task, on budget, and are being performed with 安全 and 质量 in mind.
Perform construction performance management
Perform construction 绩效 management
Gathering the required permits for construction from the proper jurisdiction. This may include inspections during and after construction to verify that the new asset meets all national, regional, and local codes.
Obtain construction permissions
Designing assets to meet organizational needs as well as ensuring that the asset adheres to all national, regional, and local construction codes.
Designing 资产 to meet organizational needs as well as ensuring that the asset adheres to all national, regional, and local construction codes.
Design assets
设计 资产
Determining what resources will need to be acquired in order to carry out construction. Plan when, where, and how resources will be used. Determine the length of time resources will be utilized.
Determining what resources will need to be acquired in order to carry out construction. 规划 when, where, and how resources will be used. Determine the length of time resources will be utilized.
Plan construction resources
规划 construction resources
Defining a timetable for which to execute the construction of the asset.
Schedule construction work
调度 construction work
Gathering resources needed to complete all construction work. Verify that all resources have the proper training and skills to perform the work.
Gathering resources needed to complete all construction work. 验证 that all resources have the proper 训练 and skills to perform the work.
Obtain resources
Building new assets necessary for the organization. Be aware of any construction codes and permits that need to be addressed.
Building new 资产 necessary for the organization. Be aware of any construction codes and permits that need to be addressed.
Construct new assets
Construct new 资产
Modifying existing assets to align with the changing needs of the organization. Be aware of any construction codes and permits that need to be addressed.
Modifying existing 资产 to align with the changing needs of the organization. Be aware of any construction codes and permits that need to be addressed.
Augment existing assets
Augment existing 资产
Determining the need to replace existing assets. Be aware of any construction codes and permits that need to be addressed.
Determining the need to replace existing 资产. Be aware of any construction codes and permits that need to be addressed.
Renew/Replace assets
Renew/Replace 资产
Monitoring construction to insure that all regulatory laws are being adhered to, that all work is being performed in a timely manner, and that quality assurance is met at all steps of the construction process.
监控 construction to insure that all regulatory laws are being adhered to, that all work is being performed in a timely manner, and that 质量 assurance is met at all steps of the construction process.
Monitor work performance
监控 work 绩效
Implementing a checks and balances system to verify that the construction was performed correctly. Rework when errors are found.
Undertake construction quality control
Undertake construction 质量 control
Implementing records to include all construction work that has been performed. Include all new or modified construction, and any construction or regulatory issues that might have occurred.
Create work and asset records
创建 work and asset records
Ensuring that safety, security, and access is maintained. Provide a workplace that meets and exceeds all local, state, and federal guidelines. Provide security and access to the building site as set forth by safety and organizational guidelines.
Ensuring that 安全, 安全, and access is maintained. 提供 a workplace that meets and exceeds all local, state, and federal guidelines. Provide 安全 and access to the building site as set forth by 安全 and organizational guidelines.
Manage safety, security, and access to sites
管理 安全, 安全, and access to sites
Scheduling and performing commissioning activities to verify that constructed assets operate as intended, meet specified requirements, and are ready for handover, use, or operational acceptance.
Scheduling and performing commissioning activities to verify that constructed 资产 operate as intended, meet specified requirements, and are ready for handover, use, or operational acceptance.
Schedule and perform commissioning
调度 and perform commissioning
Creating goals and agendas to better realize the success of the maintenance policies that have been put into place.
Develop maintenance strategies
开发 maintenance strategies
Evaluating assets in order to project future requirements for maintenance. Evaluate the present working condition of assets. Determine the future maintenance requirements of assets.
Evaluating 资产 in order to project future requirements for maintenance. 评估 the present working condition of 资产. Determine the future maintenance requirements of 资产.
Analyze assets and predict maintenance requirements
分析 资产 and predict maintenance requirements
Communicating policies in regards to asset maintenance. Provide a clear set of procedures and policies that outline what will be involved in the maintenance process.
Communicating policies in regards to asset maintenance. 提供 a clear set of procedures and policies that outline what will be involved in the maintenance process.
Specify maintenance policies
Devising a methodology and procedure for assimilating the works of planned maintenance into the schedule scheme for the processing of finished products that utilizes the same machinery.
Integrate preventive maintenance into operations schedule
Identifying the steps needed for asset maintenance. List out the those tasks that are involved in completing this process. Prioritize the tasks that are created.
Identifying the steps needed for asset maintenance. List out the those tasks that are involved in completing this process. 排定优先级 the tasks that are created.
Identify work management tasks & priorities
识别 work management tasks & priorities
Analyzing workload needs in relation to asset maintenance and plan resources around those needs.
Conduct resource planning
开展 resource planning
Creating procedures on how to maintain assets.
Creating procedures on how to maintain 资产.
Create asset work plans
创建 asset work plans
Defining a timetable for which to execute the maintenance of the asset.
Schedule maintenance work
调度 maintenance work
Gathering resources needed to complete all maintenance work. Verify that all resources have the proper training and skills to perform the work.
Gathering resources needed to complete all maintenance work. 验证 that all resources have the proper 训练 and skills to perform the work.
Obtain required resources
Implementing a checks and balances system to verify that the maintenance was performed correctly. Rework when errors are found.
Undertake quality control
Undertake 质量 control
Modifying existing maintenance records to include all new work that has been performed, what assets were serviced, and any issues that might have arisen.
Modifying existing maintenance records to include all new work that has been performed, what 资产 were serviced, and any issues that might have arisen.
Update work and asset records
Assuring that all safety laws and regulations are being implemented and followed. Align practices with regulatory bureaus such as OSHA , EHS, and ISO.
Assuring that all 安全 laws and regulations are being implemented and followed. Align practices with regulatory bureaus such as OSHA , EHS, and ISO.
Manage maintenance work safety
管理 maintenance work 安全
Outlining what should be achieved through predictive indicators with regard to performing maintenance. This could include the length of time it takes to perform routine maintenance or how often unplanned maintenance feasibly occur.
Define maintenance performance targets
定义 maintenance 绩效 targets
Following set performance targets, monitor and gage the success of the organization in meeting those targets.
Following set 绩效 targets, monitor and gage the success of the organization in meeting those targets.
Monitor maintenance performance against targets/contracts
监控 maintenance 绩效 against targets/contracts
Performing prophylactic maintenance in an effort to avoid corrective or unplanned repairs.
Perform preventative asset maintenance
Carrying out required maintenance to continue upkeep of equipment or assets.
Carrying out required maintenance to continue upkeep of equipment or 资产.
Perform routine asset maintenance
Repairing or correcting faults that occur with an asset. This could be a break or other repairable damage.
Perform corrective asset maintenance and repairs
Realizing potential or current problems with assets that would require unplanned maintenance. Unplanned maintenance is a repair or change that needs to be made that is not preventative or routine.
Realizing potential or current 问题s with 资产 that would require unplanned maintenance. Unplanned maintenance is a repair or 变更 that needs to be made that is not preventative or routine.
Identify unplanned maintenance requirements
识别 unplanned maintenance requirements
Performing repairs that occur outside of normal routine or preventative maintenance.
Perform unplanned maintenance and repairs
Monitoring assets against their planned useful life. Each asset may have specific criteria that indicate their usability. This may include time-based, maintenance history, capacity planning, etc.
监控 资产 against their planned useful life. Each asset may have specific criteria that indicate their usability. This may include time-based, maintenance history, 容量 planning, etc.
Monitor useful life of assets
监控 useful life of 资产
Cost/benefit analysis of assets to determine retention or end-of-life. Evaluating asset total lifecycle cost against other factors such as repair/refurbishment, replacement, and alternate solutions.
Cost/benefit analysis of 资产 to determine retention or end-of-life. Evaluating asset total lifecycle cost against other factors such as repair/refurbishment, replacement, and alternate solutions.
Perform cost vs. benefit analysis for replacement
Demolishing and securing asset and resulting parts/debris.
Demolish and secure
Performing remediation or restoration activities.
Restore site
Managing and reporting site status. Align efforts to all legal, regulatory and social/environmental responsibilities.
Monitor site for duration of time required by regulators
监控 site for duration of time required by regulators
Supporting handover to new operator or landowner. Include proper documentation on asset history and current state to enable orderly transition.
Prepare handover to new operator or landowner
准备 handover to new operator or landowner
Preparing material safety sheets. Capture material safety records to properly apply handling and disposal requirements.
Preparing material 安全 sheets. 采集 material 安全 records to properly apply handling and disposal requirements.
Maintain material safety data sheets
维护 material 安全 data sheets
Understanding and communicating hazardous material regulatory requirements.
Maintain awareness of and communicate regulatory requirements
维护 awareness of and communicate regulatory requirements
Planning, overseeing, and tracking hazardous material handling and disposal.
Maintain hazardous material handling and disposal
维护 hazardous material handling and disposal
Planning, supporting, and documenting hazardous material audits.
Manage compliance audits
管理 合规 audits
Identifying and establishing approaches to dispose of hazardous materials/waste.
Recognize need to disposition hazardous materials/waste
Evaluating hazardous materials and waste for appropriate disposition. Apply requirements and initiate disposition activities.
Determine disposition and associated processing
Performing disposition, disposal, and reprocessing activities.
Manage disposition, disposal, reprocessing activities
管理 disposition, disposal, reprocessing activities
Documenting and reporting disposition, disposal, and reprocessing activities.
Manage documentation and reporting
管理 documentation and reporting
Retiring assets that are no longer viable to the business. Decommission assets that are no longer in working order, are out of date, or whose maintenance exceeds the cost of replacement.
Retiring 资产 that are no longer viable to the business. Decommission 资产 that are no longer in working order, are out of date, or whose maintenance exceeds the cost of replacement.
Decommission productive assets
Decommission productive 资产
Performing the sale of assets. Achieve and complete the sale process. Deliver the end product to the customers.
Performing the sale of 资产. Achieve and complete the sale process. Deliver the end product to the customers.
Perform sale or trade
Managing locations where end-of-life assets are evaluated for decommissioning, disassembly, recycling, etc.
Managing locations where end-of-life 资产 are evaluated for decommissioning, disassembly, recycling, etc.
Manage take-back centers
管理 take-back centers
Dismantling an asset into manageable parts. The parts may follow different dispositions, such as resale, reuse, recycle, etc.
Dismantle assets
Dismantle 资产
Tracking the disposition of all parts from end-of-life assets. Tracking should provide an audit trail to include source, rational for disposition, and destination.
Tracking the disposition of all parts from end-of-life 资产. Tracking should provide an audit trail to include source, rational for disposition, and destination.
Track parts
跟踪 parts
Recycling parts in accordance with legal, regulatory, and social/environmental responsibilities.
Recycle parts
Planning, conducting, and tracking shipment of hazardous materials.
Ship hazardous material
Preparing and distributing government reports.
Provide government reporting
提供 government reporting
Recognizing the organization's tolerance for risk, given risk-return trade-offs for one or more anticipated and predictable consequences.
Recognizing the organization's tolerance for 风险, given 风险-return trade-offs for one or more anticipated and predictable consequences.
Determine risk tolerance for organization
Determine 风险 tolerance for organization
Establishing and maintaining the policies and procedures for managing risk. Create rules and regulations for enterprise risk dealing with hazardous, financial, operational, and strategic risks.
Establishing and maintaining the policies and procedures for managing 风险. 创建 rules and regulations for 企业风险 dealing with hazardous, financial, operational, and strategic 风险s.
Develop and maintain enterprise risk policies and procedures
开发 and maintain 企业风险 policies and procedures
Recognizing and implementing tools for managing risk. Identify and apply enterprise risk management tools. Leverage methods and processes to manage risks and opportunities associated with business objectives.
Recognizing and implementing tools for managing 风险. 识别 and apply 企业风险 management tools. Leverage methods and processes to manage 风险s and opportunities associated with business objectives.
Identify and implement enterprise risk management tools
识别 and implement 企业风险 management tools
Communicating the knowledge about risk within the organization. Identify operational risks. Share risk information within the organization.
Communicating the knowledge about 风险 within the organization. 识别 operational 风险s. Share 风险 information within the organization.
Coordinate the sharing of risk knowledge across the organization
协调 the sharing of 风险 knowledge across the organization
Preparing and presenting reports about enterprise risk to the management of the organization. Create reports for management on hazard risks (e.g., property damage and liability torts), financial risks (e.g., currency and liquidity risks), and operational risks (e.g., product failure, customer satisfaction, social trends, and competition).
Preparing and presenting reports about 企业风险 to the management of the organization. 创建 reports for management on hazard 风险s (e.g., property damage and liability torts), financial 风险s (e.g., currency and liquidity 风险s), and operational 风险s (e.g., product failure, customer satisfaction, social trends, and competition).
Prepare and report enterprise risk to executive management and board
准备 and report 企业风险 to executive management and board
Determining risks that could thwart objectives, including crises that may impact customer service such as data breaches or significant product issues. Document and communicate the concern.
Determining 风险s that could thwart objectives, including crises that may impact 客户服务 such as data breaches or significant product issues. Document and communicate the concern.
Identify enterprise level risks
识别 enterprise level 风险s
Identifying options/actions to enhance opportunities and reduce threats. Recognize the root reasons of the identified risks.
Identifying options/actions to enhance opportunities and reduce threats. Recognize the root reasons of the identified 风险s.
Assess risks to determine which to mitigate
评估 风险s to determine which to mitigate
Developing activities to improve opportunities and lessen threats. Specify the organization's objectives. Evolve strategies and policies to attain these objectives. Assign resources to project objectives.
Develop risk mitigation and management strategy and integrate with existing performance management processes
开发 风险 mitigation and management 战略 and integrate with existing 绩效 management processes
Checking that the blueprint created for managing risk in individual business units and divisions is correctly effectuated. Validate the implementation of all activities geared to mitigate risks.
Checking that the blueprint created for managing 风险 in individual business units and divisions is correctly effectuated. 验证 the implementation of all activities geared to mitigate 风险s.
Verify business unit and functional risk mitigation plans are implemented
验证 business unit and functional 风险 mitigation plans are implemented
Ensuring risk monitoring and mitigation activities. Monitor actions to enhance opportunities and reduce threats to project objectives.
Ensuring 风险 监控 and mitigation activities. 监控 actions to enhance opportunities and reduce threats to project objectives.
Ensure risks and risk mitigation actions are monitored
Ensure 风险s and 风险 mitigation actions are monitored
Creating a report of activities to address hazard risks, liability torts, financial risks, operational risks, social trends, competition, etc.
Creating a report of activities to address hazard 风险s, liability torts, financial 风险s, operational 风险s, social trends, competition, etc.
Report on enterprise risk activities
报告 on 企业风险 activities
Coordinating risk management activities to improve opportunities and lessen threats. Specify the organization's objectives. Assign resources to project objectives.
Coordinating 风险 management activities to improve opportunities and lessen threats. Specify the organization's objectives. Assign resources to project objectives.
Coordinate business unit and functional risk management activities
协调 business unit and functional 风险 management activities
Checking each business unit's/function's options and activities to improve opportunities and lessen threats.
Ensure that each business unit/function follows the enterprise risk management process
Ensure that each business unit/function follows the 企业风险 management process
Checking the reporting process of each business unit's/function's options and activities to improve opportunities and lessen threats.
Ensure that each business unit/function follows the enterprise risk reporting process
Ensure that each business unit/function follows the 企业风险 reporting process
Developing a timely and continuous process to identify activities that might hinder a project's goals.
Identify risks
识别 风险s
Determining the possibility that a specified undesirable event will occur using established tools, implements, and frameworks. Use risk assessments to determine, for example, whether to undertake a particular venture, what rate of return a particular investment requires, and how to mitigate an activity's potential losses.
Determining the possibility that a specified undesirable event will occur using established tools, implements, and frameworks. Use 风险 assessments to determine, for example, whether to undertake a particular venture, what rate of return a particular investment requires, and how to mitigate an activity's potential losses.
Assess risks using enterprise risk framework policies and procedures
评估 风险s using 企业风险 framework policies and procedures
Evaluating the changing needs for insurance coverage. Research available insurance providers and offerings.
Assess adequacy of insurance coverage
评估 adequacy of insurance coverage
Executing mitigation plans to improve opportunities and reduce deviations to project objectives.
Implement mitigation plans for risks
实施 mitigation plans for 风险s
Identifying, examining, and recognizing/justifying any improbability in investment decision making.
Monitor risks
监控 风险s
Examining the impact of risk activities in order to update the existing scheme of risk management. Analyze and substantiate the potential for adverse consequences to occur. Consider the risks associated with the activity and the methods available to manage those risks.
Examining the impact of 风险 activities in order to update the existing scheme of 风险 management. 分析 and substantiate the potential for adverse consequences to occur. Consider the 风险s associated with the activity and the methods available to manage those 风险s.
Analyze risk activities and update plans
分析 风险 activities and update plans
Creating reports on risk activities, and communicating them to management. Prepare reports on the potential for adverse safety consequences.
Creating reports on 风险 activities, and communicating them to management. 准备 reports on the potential for adverse 安全 consequences.
Report on risk activities
报告 on 风险 activities
Activity within ITIL practice 'Risk Management'.
Activity within ITIL practice '风险 Management'.
Assess IT risks
评估 IT 风险s
Treat IT risks
Treat IT 风险s
Monitor IT risk landscape
监控 IT 风险 landscape
Creating a standardized approach to ethics and compliance. Have a programmatic approach for compliance that focuses on the definite risks the organization faces.
Creating a standardized approach to 伦理 and 合规. Have a programmatic approach for 合规 that focuses on the definite 风险s the organization faces.
Develop enterprise compliance policies and procedures
开发 enterprise 合规 policies and procedures
Implementing standardized for ethics and compliance. Have a programmatic approach, built from the top down, to enterprise compliance that focuses on the definite risks the organization faces.
Implementing standardized for 伦理 and 合规. Have a programmatic approach, built from the top down, to enterprise 合规 that focuses on the definite 风险s the organization faces.
Implement enterprise compliance activities
实施 enterprise 合规 activities
Managing accounts and prepare regular reports on financial performance.
Managing accounts and prepare regular reports on financial 绩效.
Manage internal audits
管理 internal audits
Managing technologies and tools related to the confidentiality, integrity, and availability of data in order to ensure the security of the organization's information. This is inclusive of all forms of new and evolving technology such as artificial intelligence (AI).
Managing technologies and tools related to the confidentiality, integrity, and 可用性 of data in order to ensure the 安全 of the organization's information. This is inclusive of all forms of new and evolving technology such as 人工智能 (AI).
Maintain controls-related technologies and tools
维护 controls-related technologies and tools
Developing procedures and methodologies to comply with relevant laws and regulations of an organization's obedience to laws, guidelines, strategies and stipulations related to business.
Develop regulatory compliance procedures
开发 regulatory 合规 procedures
Determining the regulatory requirements that are most appropriate for the organization. Identify goals in order to follow the appropriate rules and regulations, guidelines, and strategies.
Determining the regulatory requirements that are most appropriate for the organization. 识别 goals in order to follow the appropriate rules and regulations, guidelines, and strategies.
Identify applicable regulatory requirements
识别 applicable regulatory requirements
Analyzing and overseeing the regulatory environment in order to spot any changing or emerging regulations. This process element calls upon the organization to monitor the regulatory environment for any new statutes, policies, and enactments issued by the respective government authorities or those which have been updated.
Monitor the regulatory environment for changing or emerging regulations
监控 the regulatory environment for changing or emerging regulations
Evaluating current regulatory policies and regulations. Assess their performance. Make necessary changes.
Evaluating current regulatory policies and regulations. 评估 their 绩效. Make necessary 变更s.
Assess current compliance position and identify weaknesses or shortfalls therein
评估 current 合规 position and identify weaknesses or shortfalls therein
Assessing the current policies and policies. Implement missing and necessary changes environmental changes, political changes, technological changes, etc.
Assessing the current policies and policies. 实施 missing and necessary 变更s environmental 变更s, political 变更s, technological 变更s, etc.
Implement missing or stronger regulatory compliance controls and policies
实施 missing or stronger regulatory 合规 controls and policies
Monitoring, appraising, and evaluating the compliance position of the organization in order to fine-tune for effective remediation. Track efforts for handling regulatory and compliance requirements necessitated by law. Test the robustness of internal frameworks, procedures, and approaches for dealing with these requirements, in order to clearly identify any necessary changes.
监控, appraising, and evaluating the 合规 position of the organization in order to fine-tune for effective remediation. 跟踪 efforts for handling regulatory and 合规 requirements necessitated by law. 测试 the robustness of internal frameworks, procedures, and approaches for dealing with these requirements, in order to clearly identify any necessary 变更s.
Monitor and test regulatory compliance position and existing controls
监控 and test regulatory 合规 position and existing controls
Creating a graphical representation of metrics in order to communicate the general health of the organization in relation to risk and compliancy.
Creating a graphical representation of metrics in order to communicate the general health of the organization in relation to 风险 and compliancy.
Compile and communicate compliance scorecard(s)
Compile and communicate 合规 scorecard(s)
Submitting compliance reports to regulatory agencies. These reports can be made to environmental, securities, or human resources agencies as stipulated by the local governing body.
Submitting 合规 reports to regulatory agencies. These reports can be made to environmental, securities, or 人力资源 agencies as stipulated by the local governing body.
Compile and communicate internal and regulatory compliance reports
Compile and communicate internal and regulatory 合规 reports
Developing and preserving relationships with the regulators, without compromising the legal basis of the relationship.
Maintain relationships with regulators as appropriate
维护 relationships with regulators as appropriate
AI-era activity: AI-Enhanced Compliance Monitoring.
AI-era activity: AI-Enhanced 合规 监控.
AI-Enhanced Compliance Monitoring
AI-Enhanced 合规 监控
Creating plans for remediation efforts. Make a plan to address a case of environmental adulteration. Identify and treat the adulteration so that the area will become operational again.
Creating plans for remediation efforts. Make a plan to address a case of environmental adulteration. 识别 and treat the adulteration so that the area will become operational again.
Create remediation plans
创建 remediation plans
Discussing and soliciting advice from experts for in order to incorporate their suggestion (regarding Create remediation plans [11201]).
Discussing and soliciting advice from experts for in order to incorporate their suggestion (regarding 创建 remediation plans [11201]).
Contact and confer with experts
Identifying and dedicating the resources for managing remediation efforts. Discern the resources needed for remediation efforts. Dispense with resources in a sound and well-reasoned manner.
Identify/Dedicate resources
识别/Dedicate resources
Examining regulatory and legislative frameworks. Obligate the organization to remediate any damages through compensations, fines, and any other remedial efforts necessitated to correct the situations. Analyze local environmental laws, binding international covenants, etc. in order to examine legal accuracy about the rules and procedures.
Examining regulatory and legislative frameworks. Obligate the organization to remediate any damages through compensations, fines, and any other remedial efforts necessitated to correct the situations. 分析 local environmental laws, binding international covenants, etc. in order to examine legal accuracy about the rules and procedures.
Investigate legal aspects
Studying the causes of damage, which could be environmental, physical, social, etc. at country level in order to institute better policies and regulations.
Investigate damage cause
Crafting a new framework of policies and procedures for deploying remediation efforts, or change existing policies and procedures. Adapt the policy structure to the context of the apposite national and international regulatory frameworks.
Crafting a new framework of policies and procedures for deploying remediation efforts, or 变更 existing policies and procedures. Adapt the policy structure to the context of the apposite national and international regulatory frameworks.
Amend or create policy
Creating a strategy for rapidly adapting to disturbances. Maintain continuous business processes and protecting employees, assets, and overall brand equity. This is inclusive of all forms of new and evolving technology such as artificial intelligence (AI).
Creating a 战略 for rapidly adapting to disturbances. 维护 continuous business processes and protecting employees, 资产, and overall brand equity. This is inclusive of all forms of new and evolving technology such as 人工智能 (AI).
Develop the business resilience strategy
开发 the business resilience 战略
Developing plans to ensure continuous business operations.
Perform continuous business operations planning
Assessing ongoing activities within the organization that are not intended to stop except for in an emergency.
Test continuous business operations
测试 continuous business operations
Evaluating business operations. Determine which activities generate revenues, perform best, and provide good returns.
Maintain continuous business operations
维护 continuous business operations
Sharing information about risks and resilience strategies of business operations across the organization so that prospective risks can be avoided.
Sharing information about 风险s and resilience strategies of business operations across the organization so that prospective 风险s can be avoided.
Share knowledge of specific risks across other parts of the organization
Share knowledge of specific 风险s across other parts of the organization
AI activity: Define AI ethics principles.
AI activity: 定义 AI 伦理 principles.
Define AI ethics principles
定义 AI 伦理 principles
AI activity: Establish ethics review board.
AI activity: 建立 伦理 review board.
Establish ethics review board
建立 伦理 review board
AI activity: Conduct AI impact assessments.
AI activity: 开展 AI impact assessments.
Conduct AI impact assessments
开展 AI impact assessments
AI activity: Monitor ethical compliance.
AI activity: 监控 ethical 合规.
Monitor ethical compliance
监控 ethical 合规
AI activity: Monitor AI regulations (EU AI Act, etc.).
AI activity: 监控 AI regulations (EU AI Act, etc.).
Monitor AI regulations (EU AI Act, etc.)
监控 AI regulations (EU AI Act, etc.)
AI activity: Classify AI systems by risk level.
AI activity: Classify AI systems by 风险 level.
Classify AI systems by risk level
Classify AI systems by 风险 level
AI activity: Maintain AI compliance documentation.
AI activity: 维护 AI 合规 documentation.
Maintain AI compliance documentation
维护 AI 合规 documentation
AI activity: Conduct regulatory audits.
AI activity: 开展 regulatory audits.
Conduct regulatory audits
开展 regulatory audits
AI activity: Define AI safety requirements.
AI activity: 定义 AI 安全 requirements.
Define AI safety requirements
定义 AI 安全 requirements
AI activity: Implement guardrails and filters.
AI activity: 实施 guardrails and filters.
Implement guardrails and filters
实施 guardrails and filters
AI activity: Test adversarial robustness.
AI activity: 测试 adversarial robustness.
Test adversarial robustness
测试 adversarial robustness
AI activity: Monitor alignment metrics.
AI activity: 监控 对齐 metrics.
Monitor alignment metrics
监控 对齐 metrics
AI activity: Assess training data bias.
AI activity: 评估 训练 data 偏见.
Assess training data bias
评估 训练 data 偏见
AI activity: Implement fairness metrics.
AI activity: 实施 公平性 metrics.
Implement fairness metrics
实施 公平性 metrics
AI activity: Audit model decisions for bias.
AI activity: 审计 模型 decisions for 偏见.
Audit model decisions for bias
审计 模型 decisions for 偏见
AI activity: Remediate identified biases.
AI activity: Remediate identified 偏见es.
Remediate identified biases
Remediate identified 偏见es
AI activity: Implement model explainability.
AI activity: 实施 模型 可解释性.
Implement model explainability
实施 模型 可解释性
AI activity: Document AI decision processes.
Document AI decision processes
AI activity: Provide stakeholder AI literacy.
AI activity: 提供 stakeholder AI literacy.
Provide stakeholder AI literacy
提供 stakeholder AI literacy
AI activity: Publish AI transparency reports.
AI activity: 发布 AI 透明度 reports.
Publish AI transparency reports
发布 AI 透明度 reports
Building and managing relations with bankers or lenders through strong products/services strategies that bankers would want to invest in. Foster a receptive environment for low rates of interest, easy access to loans, etc.
Plan, build, and manage lender relations
规划, build, and manage lender relations
Creating and maintaining long-term relations with analysts. Involve analysts in strategy and product decisions in order to elicit valuable information.
Creating and maintaining long-term relations with analysts. Involve analysts in 战略 and product decisions in order to elicit valuable information.
Plan, build, and manage analyst relations
规划, build, and manage analyst relations
Practicing regular, transparent communication with shareholders through annual shareholders' meetings, quarterly earnings calls, shareholders letters, one-on-one emails or calls, etc.
Communicate with shareholders
AI-era activity: AI-Powered Partner Assessment.
AI-Powered Partner Assessment
Ascertaining how the business entity relates to all levels of government. Identify areas that needs further growth and resources to foster those relationships.
Ascertaining how the business entity relates to all levels of government. 识别 areas that needs further growth and resources to foster those relationships.
Assess relationships
评估 relationships
Assigning executive level resources to manage, grow, and drive relationships with government bodies.
Appoint responsible executives
Analyzing current relationships with government bodies and entities.
Monitor relationships
监控 relationships
Garnering internal advice from an informal group in order to successfully maintain and advance relationships.
Receive input from internal advisors
接收 input from internal advisors
Garnering third party advice from an informal group in order to successfully maintain and advance relationships.
Receive input from external advisors
接收 input from external advisors
Meeting with government heads and representatives.
Liaise with authorities
Engaging government, regulatory, or industry agencies to establish relationships. Analyze steps and requirements necessary for inclusion, if needed.
Engaging government, regulatory, or industry agencies to establish relationships. 分析 steps and requirements necessary for inclusion, if needed.
Establish relationships with agencies
建立 relationships with agencies
Cooperating with auditors regarding potential or ongoing inquiries.
Respond to audit inquiries
Keeping a repository of documents that contain information about the network of partners, prospects and customers. Keep records up-to-date with routine reviews and modify as needed.
Maintain documentation of contacts
维护 documentation of contacts
Ensuring regular interaction between business entity and quasi-government bodies in order to maintain established relationships. Collect and record meeting data for further analysis and use.
Ensuring regular interaction between business entity and quasi-government bodies in order to maintain established relationships. 收集 and record meeting data for further analysis and use.
Plan and manage meetings
规划 and manage meetings
Determining the requirements to enter in to an agreement with trade or industry agencies. Discover what activities or processes can be conducted to provide the best mutual outcome.
Evaluate the requirements for strategic relationships
评估 the requirements for strategic relationships
Analyzing current relationships with trade and industry groups. Ensure that the partnership in successful and make modifications where needed.
Monitor the success of the partnerships
监控 the success of the partnerships
Providing additional information or inclusion for third party trade or industry entities; or changing existing parameters to modify the current relationship. Communicate and execute changes.
Providing additional information or inclusion for third party trade or industry entities; or changing existing parameters to modify the current relationship. Communicate and execute 变更s.
Extend or change the relationships
Extend or 变更 the relationships
Managing lobbying activities to affect government policies.
Manage lobby activities
管理 lobby activities
Reporting financial results to management, and releasing results to the public. Report financial statements, including the income statement, balance sheet, and statement of cash flows.
Reporting financial results to management, and releasing results to the public. 报告 financial statements, including the income statement, balance sheet, and statement of cash flows.
Report financial results
报告 financial results
Reporting audit findings to management. Practice an internal audit with criteria for confirming a problem, a description of the situation, and the root cause of the problem. Make recommendations that resolve the issue.
Reporting audit findings to management. Practice an internal audit with criteria for confirming a 问题, a description of the situation, and the root cause of the 问题. Make recommendations that resolve the issue.
Report audit findings
报告 audit findings
Creating a code of ethics that communicate the organization's philosophy to employees, vendors, customers, clients, and the public.
Creating a code of 伦理 that communicate the organization's philosophy to employees, vendors, customers, clients, and the public.
Create ethics policies
创建 伦理 policies
Administering the system of rules, practices, and processes through which a company is directed and controlled. Balance stakeholder interests including shareholders, management, customers, suppliers, financiers, government, and the community. Outline a strategy for achieving organizational goals, from action plans and internal controls to performance measurement and corporate disclosure.
Administering the system of rules, practices, and processes through which a company is directed and controlled. 平衡 stakeholder interests including shareholders, management, customers, suppliers, financiers, government, and the community. Outline a 战略 for achieving organizational goals, from action plans and internal controls to 绩效 measurement and corporate disclosure.
Manage corporate governance policies
管理 corporate 治理 policies
Creating and applying programs and activities. Encourage the adherence preventive laws, such as environmental law, sex discrimination, computer law, estate planning, corporate compliance, business planning, and property transactions.
Creating and applying programs and activities. Encourage the adherence preventive laws, such as environmental law, sex discrimination, computer law, estate planning, corporate 合规, business planning, and property transactions.
Develop and perform preventive law programs
开发 and perform preventive law programs
Employing an internal system or process to identify and reduce the risk of breaching the Competition and Consumer Act 2010. Remedy any breach. Create a culture of compliance. Design compliance programs.
Employing an internal system or process to identify and reduce the 风险 of breaching the Competition and Consumer Act 2010. Remedy any breach. 创建 a culture of 合规. 设计 合规 programs.
Plan and initiate compliance program
规划 and initiate 合规 program
Implementing the established compliance program in order to meet the government laws and regulations. Create a compliance team that scrutinizes the rules set out by government bodies such as the Securities and Exchange Commission.
Implementing the established 合规 program in order to meet the government laws and regulations. 创建 a 合规 team that scrutinizes the rules set out by government bodies such as the Securities and Ex变更 Commission.
Execute compliance program
执行 合规 program
Examining the problems and deciding the action requirements for engaging outside counsel. This process element calls upon the organization to internally analyze the issues for which assistance from external counsel is needed. Additionally, the organization needs to break-down the issue, identifying the tasks and exercises where outside counsel can help.
Examining the 问题s and deciding the action requirements for engaging outside counsel. This process element calls upon the organization to internally analyze the issues for which assistance from external counsel is needed. Additionally, the organization needs to break-down the issue, identifying the tasks and exercises where outside counsel can help.
Assess problem and determine work requirements
评估 问题 and determine work requirements
Recruiting the assistance of outside counsel for any legal and/or ethical concerns. Engage and/or retain any external counsel sought from subject matter experts and professionals.
Engage/Retain outside counsel if necessary
Making a financial plan. This strategy sets out, using figures, an organization's expected future results. Enlist the finance function to support work generated by other business functions in order to build and secure their support for the budget.
Making a financial plan. This 战略 sets out, using figures, an organization's expected future results. Enlist the finance function to support work generated by other business functions in order to build and secure their support for the budget.
Receive strategy/budget
接收 战略/budget
Receiving deliverables from outside counsel, and monitoring the efforts committed by them. Track the progress of, collect, and validate the required work product from the subject matter experts and professionals engaged as external counsel. Verify the amount of effort dedicated by these counsels to the issue at hand, in order to confirm their fees.
Receiving deliverables from outside counsel, and 监控 the efforts committed by them. 跟踪 the progress of, collect, and validate the required work product from the subject matter experts and professionals engaged as external counsel. 验证 the amount of effort dedicated by these counsels to the issue at hand, in order to confirm their fees.
Receive work product and manage/monitor case and work performed
接收 work product and manage/monitor case and work performed
Making payments to legal advisers for their services. Payments include addressing issues or suits by customers, suppliers, competitors, bankers, government agencies, etc.
Process payment for legal services
处理 payment for legal services
Keeping track of the legal activities and performance of the organization.
Keeping track of the legal activities and 绩效 of the organization.
Track legal activity/performance
跟踪 legal activity/绩效
Managing the patents and copyrights already held or sought by the organization. Administer and oversee applying for, securing, and maintaining intellectual property rights in the form of patents and copyrights. Submit applications for such rights. Handle associated legal issues. Draft and communicate proper attributions. Collect royalties. Monitor any misuse of the intellectual property rights.
Managing the patents and copyrights already held or sought by the organization. Administer and oversee applying for, securing, and maintaining intellectual property rights in the form of patents and copyrights. Submit applications for such rights. Handle associated legal issues. Draft and communicate proper attributions. 收集 royalties. 监控 any misuse of the intellectual property rights.
Manage copyrights, patents, and trademarks
管理 copyrights, patents, and trademarks
Managing the upkeep of intellectual property rights by creating and managing a framework of rules, policies, procedures, and restrictions. Outline a clear policy for any possible scenario of their use by any external agent.
Maintain intellectual property rights and restrictions
维护 intellectual property rights and restrictions
Administering and overseeing the terms and policies associated with licensing the organization's intellectual property. Create and manage the policies and terms governing the possible granting of a license to any external agent. Demarcate a clear framework that governs the licensing of any patents or copyrights held by the organization.
Administering and overseeing the terms and policies associated with licensing the organization's intellectual property. 创建 and manage the policies and terms governing the possible granting of a license to any external agent. Demarcate a clear framework that governs the licensing of any patents or copyrights held by the organization.
Administer licensing terms
Managing options regarding licensing agreements. Follow favorable terms and conditions.
Administer options
Resolving disputes or civil lawsuits internally or externally.
Resolve disputes and litigations
解决 disputes and litigations
Providing legal advice concerning the substance or procedure of a law in relation to a particular situation.
Provide legal advice/counseling
提供 legal advice/counseling
Negotiating terms to reach a final draft of a contract that is acceptable to all parties.
Negotiate and document agreements/contracts
Developing and administering community relations. Establish business connections with the people constituting the environment the organization operates in and draws resources from in order to foster mutual understanding, trust, and support. Create programs that promote the organization's image in a positive and community-oriented way.
Developing and administering community relations. 建立 business connections with the people constituting the environment the organization operates in and draws resources from in order to foster mutual understanding, trust, and support. 创建 programs that promote the organization's image in a positive and community-oriented way.
Manage community relations
管理 community relations
Developing and managing relations with media. Develop connections with journalists to solicit critical, third-party endorsements for a product, issue, service, or organization.
Developing and managing relations with media. 开发 connections with journalists to solicit critical, third-party endorsements for a product, issue, service, or organization.
Manage media relations
管理 media relations
Promoting political security and stability in the regions where the organization conducts business. Encourage political stability in the regions where the organization operates. Support civic programs, citizen engagement, connection platforms, etc.
Promoting political 安全 and stability in the regions where the organization conducts business. Encourage political stability in the regions where the organization operates. Support civic programs, citizen engagement, connection platforms, etc.
Promote political stability
Developing press releases to communicate developments and generate interest in the organization.
Developing press 发布s to communicate developments and generate interest in the organization.
Create press releases
创建 press 发布s
Issuing press releases to carefully selected media in distribution channels such as the web, newspapers, and social media.
Issuing press 发布s to carefully selected media in distribution channels such as the web, newspapers, and social media.
Issue press releases
Issue press 发布s
Activity within ITIL practice 'Supplier Management'.
Evaluate and select suppliers
评估 and select suppliers
Manage supplier contracts
管理 supplier contracts
Monitor supplier performance
监控 supplier 绩效
Outlining and managing the methodology for administering business process management (BPM). Define the method for setting standards and priorities for BPM efforts. Identify BPM governance leaders. Define BPM project participants' roles.
Outlining and managing the methodology for administering business process management (BPM). 定义 the method for setting standards and priorities for BPM efforts. 识别 BPM 治理 leaders. Define BPM project participants' roles.
Define and manage governance approach
定义 and manage 治理 approach
Instituting, organizing, and maintaining the upkeep of the techniques used for business process management (BPM). Create and maintain templates of BPM tools that can be readily implemented, including process engine, business analytics, content management, and collaboration tools.
Instituting, organizing, and maintaining the upkeep of the techniques used for business process management (BPM). 创建 and maintain templates of BPM tools that can be readily implemented, including process engine, business analytics, 内容管理, and collaboration tools.
Establish and maintain process tools and templates
建立 and maintain process tools and templates
Assigning resources (employees) ownership of tasks. These include the responsibility of identifying, analyzing, and improving business processes in order to meet the goals and objectives such as increasing profits and performance, reducing costs, and accelerating schedules.
Assigning resources (employees) ownership of tasks. These include the responsibility of identifying, analyzing, and improving business processes in order to meet the goals and objectives such as increasing profits and 绩效, reducing costs, and accelerating schedules.
Assign and support process ownership
Implementing and executing activities for governing business processes. Execute activities that encourage participation, accountability, transparency, responsiveness, equity and inclusiveness, etc. within the business processes.
Implementing and executing activities for governing business processes. 执行 activities that encourage participation, accountability, 透明度, responsiveness, equity and inclusiveness, etc. within the business processes.
Perform process governance activities
Perform process 治理 activities
Defining and managing the framework that outlines the required business processes of the organization, key elements, and how they should interact. Institute strategy infrastructure and product, operations, and enterprise management.
Defining and managing the framework that outlines the required business processes of the organization, key elements, and how they should interact. Institute 战略 基础设施 and product, operations, and enterprise management.
Establish and maintain process framework
建立 and maintain process framework
Recognizing the different functional areas working on the same project or goal.
Identify cross-functional processes
识别 cross-functional processes
Defining the extent and limits of business processes. Define the range and diversity of all the set of activities and tasks that, once completed, will accomplish an organizational goal.
Defining the extent and limits of business processes. 定义 the range and diversity of all the set of activities and tasks that, once completed, will accomplish an organizational goal.
Scope processes
Realizing those practices and procedures that are the most effective to the success of the business and making that information available.
Identify published best practices
识别 published best practices
Establishment of a "checkpoint" in a process that prevent the process from continuing unless all requirements are satisfied.
Identify and denote process control points
识别 and denote process control points
Defining what a business entity does, who is responsible, to what standard a business process should be completed, and how the success of a business process can be determined. Identify processes, gather information gathering, interview participants, map processes, and perform analysis.
Defining what a business entity does, who is responsible, to what standard a business process should be completed, and how the success of a business process can be determined. 识别 processes, gather information gathering, interview participants, map processes, and perform analysis.
Model and document processes
模型 and document processes
Disclosing the information available on business processes. Ensure the availability of the information regarding the business processes to all process team members, business stakeholders, and process owners. Use BPM software, as well as business process diagrams and documents that help depict the required information.
Disclosing the information available on business processes. Ensure the 可用性 of the information regarding the business processes to all process team members, business stakeholders, and process owners. Use BPM software, as well as business process diagrams and documents that help depict the required information.
Publish processes
发布 processes
Providing training for the employees and process owners that administer the business processes. Design internal training programs or source third party agencies to provide the skills and training necessary.
Providing 训练 for the employees and process owners that administer the business processes. 设计 internal 训练 programs or source third party agencies to provide the skills and 训练 necessary.
Provide process training
提供 process 训练
Assisting and executing the business processes. Use business process execution language (BEPL), which is a standard, executable language for specifying actions within the business processes with the use of web services.
Support process execution
Determining the need for additional performance indicators that would be necessary to successfully achieve the business goal.
Determining the need for additional 绩效 indicators that would be necessary to successfully achieve the business goal.
Identify additional metrics as required
识别 additional metrics as required
Helping a process owner to identify, analyze, and improve existing business processes within an organization to meet new goals and objectives.
Identify and select improvement opportunities
识别 and select improvement opportunities
Assessing and choosing methodologies to identify, analyze, and improve existing processes within an organization to meet new goals and objective. Assess the various methodologies available such as process mapping, statistical process control, and simulation. Choose the most appropriate and effective methodology.
Assessing and choosing methodologies to identify, analyze, and improve existing processes within an organization to meet new goals and objective. 评估 the various methodologies available such as process mapping, statistical process control, and simulation. Choose the most appropriate and effective methodology.
Select process improvement methodology
选择 process improvement methodology
Developing and implementing a systematic approach to help the organization optimize its underlying processes in order to achieve more efficient results. Systematically gather information to clarify issues or problems. Intervene for improvements. Restructure training programs as appropriate to increase effectiveness.
Developing and implementing a systematic approach to help the organization optimize its underlying processes in order to achieve more efficient results. Systematically gather information to clarify issues or 问题s. Intervene for improvements. Restructure 训练 programs as appropriate to increase effectiveness.
Manage improvement projects
管理 improvement projects
Persistently implementing activities for improving business processes.
Perform continuous improvement activities
Defining and communicating sustainability disclosure requirements. Clarify and align disclosure requirements to other organizational reporting requirements and needs. Integrate preparation and reporting activities.
Defining and communicating 可持续发展 disclosure requirements. Clarify and align disclosure requirements to other organizational reporting requirements and needs. Integrate preparation and reporting activities.
Define sustainability disclosure requirements
定义 可持续发展 disclosure requirements
Defining governance requirements for sustainability. Include structure, roles, alignment to organization models, processes and standards to be applied.
Defining 治理 requirements for 可持续发展. Include structure, roles, 对齐 to organization 模型s, processes and standards to be applied.
Define sustainability governance requirements
定义 可持续发展 治理 requirements
Defining functional and performance requirements for sustainability. Align with ESG strategies, goals, and the implementation of sustainability efforts across the organization, provide a roadmap and visibility to shared and collective requirements.
Defining functional and 绩效 requirements for 可持续发展. Align with ESG strategies, goals, and the implementation of 可持续发展 efforts across the organization, provide a roadmap and visibility to shared and collective requirements.
Define sustainability functional and performance requirements
定义 可持续发展 functional and 绩效 requirements
Establishing organizational sustainability goals/objectives. Gather, align, and promote organization-wide sustainability goals that collectively address the overall sustainability requirements. Ensure the goals are measurable and have qualitative and quantitative targets.
Establishing organizational 可持续发展 goals/objectives. Gather, align, and promote organization-wide 可持续发展 goals that collectively address the overall 可持续发展 requirements. Ensure the goals are measurable and have qualitative and quantitative targets.
Establish sustainability goals/objectives
建立 可持续发展 goals/objectives
Establishing, documenting, and communicating sustainability policies. Develop policies, written procedures, and supporting tools to dictate how the organization will meet policy requirements.
Establishing, documenting, and communicating 可持续发展 policies. 开发 policies, written procedures, and supporting tools to dictate how the organization will meet policy requirements.
Create sustainability policies
创建 可持续发展 policies
Defining sustainability measures. Provide organization-wide measures, to include data collection strategies, calculations, analytics, and reporting formats.
Defining 可持续发展 measures. 提供 organization-wide measures, to include data collection strategies, calculations, analytics, and reporting formats.
Define sustainability measures
定义 可持续发展 measures
Creating sustainability plans. Develop and socialize sustainability plans for the organization, functional units, and support services. Ensure alignment to sustainability requirements, goals, and governance.
Creating 可持续发展 plans. 开发 and socialize 可持续发展 plans for the organization, functional units, and support services. Ensure 对齐 to 可持续发展 requirements, goals, and 治理.
Create sustainability plan(s)
创建 可持续发展 plan(s)
Providing sustainability training and awareness. Plan, prepare, and oversee delivery of sustainability education and enablement activities.
Providing 可持续发展 训练 and awareness. 规划, prepare, and oversee delivery of 可持续发展 education and enablement activities.
Provide sustainability training
提供 可持续发展 训练
Providing support for sustainability activities. Augment functional units and support teams with coaching, mentoring, and SME capacity to perform sustainability projects and activities.
Providing support for 可持续发展 activities. Augment functional units and support teams with coaching, mentoring, and SME 容量 to perform 可持续发展 projects and activities.
Provide sustainability support
提供 可持续发展 support
Measuring sustainability performance. Setup, collect, and validate sustainability data. Conduct audits and inspections. Evaluate results to requirements and targets. Identify and track resolution of gaps and variances.
Measuring 可持续发展 绩效. Setup, collect, and validate 可持续发展 data. 开展 audits and inspections. 评估 results to requirements and targets. 识别 and track resolution of gaps and variances.
Measure sustainability performance
Measure 可持续发展 绩效
Preparing sustainability statements. Given the multitude of potential audiences for reporting, alignment and consistency of sustainability statements provides clarity and reusability for those audiences.
Preparing 可持续发展 statements. Given the multitude of potential audiences for reporting, 对齐 and consistency of 可持续发展 statements provides clarity and reusability for those audiences.
Prepare sustainability statements
准备 可持续发展 statements
Activity within ITIL practice 'Continual Improvement'.
Identify improvement opportunities
识别 improvement opportunities
Define improvement initiatives
定义 improvement initiatives
Execute improvements
执行 improvements
Evaluate improvement results
评估 improvement results
AI activity: Define AI maturity framework.
AI activity: 定义 AI 成熟度 framework.
Define AI maturity framework
定义 AI 成熟度 framework
AI activity: Benchmark current AI capabilities.
Benchmark current AI capabilities
AI activity: Develop AI maturity roadmap.
AI activity: 开发 AI 成熟度 roadmap.
Develop AI maturity roadmap
开发 AI 成熟度 roadmap
AI activity: Track maturity progression.
AI activity: 跟踪 成熟度 progression.
Track maturity progression
跟踪 成熟度 progression
AI activity: Identify AI skill gaps.
AI activity: 识别 AI skill gaps.
Identify AI skill gaps
识别 AI skill gaps
AI activity: Design AI training programs.
AI activity: 设计 AI 训练 programs.
Design AI training programs
设计 AI 训练 programs
AI activity: Certify AI practitioners.
Certify AI practitioners
AI activity: Build AI communities of practice.
AI activity: 构建 AI communities of practice.
Build AI communities of practice
构建 AI communities of practice
AI activity: Define decision automation criteria.
AI activity: 定义 decision 自动化 criteria.
Define decision automation criteria
定义 decision 自动化 criteria
AI activity: Implement decision support systems.
AI activity: 实施 decision support systems.
Implement decision support systems
实施 decision support systems
AI activity: Monitor decision quality.
AI activity: 监控 decision 质量.
Monitor decision quality
监控 decision 质量
AI activity: Balance human-AI decision authority.
AI activity: 平衡 human-AI decision authority.
Balance human-AI decision authority
平衡 human-AI decision authority
AI activity: Scout AI technology trends.
Scout AI technology trends
AI activity: Evaluate AI use cases.
AI activity: 评估 AI use cases.
Evaluate AI use cases
评估 AI use cases
AI activity: Prototype AI solutions.
Prototype AI solutions
AI activity: Scale successful AI pilots.
Scale successful AI pilots
Instituting the strategy for managing business portfolio. Create a systematic plan that defines the strategy for managing investments, holdings, products, businesses, and brands.
Instituting the 战略 for managing business portfolio. 创建 a systematic plan that defines the 战略 for managing investments, holdings, products, businesses, and brands.
Establish portfolio strategy
建立 portfolio 战略
Outlining the administration of business portfolio of the organization. Create and manage the rules and regulations regarding the business processes in order to identify, select, prioritize, and monitor portfolio components. Include a set of metrics to indicate the health and progress of the portfolio in the most vital area.
Outlining the administration of business portfolio of the organization. 创建 and manage the rules and regulations regarding the business processes in order to identify, select, prioritize, and monitor portfolio components. Include a set of metrics to indicate the health and progress of the portfolio in the most vital area.
Define portfolio governance
定义 portfolio 治理
Overseeing and administering the business portfolio of the organization. Monitor all activities related to investments, holdings, products, businesses, and brands by effectively monitoring and supervising these activities.
Overseeing and administering the business portfolio of the organization. 监控 all activities related to investments, holdings, products, businesses, and brands by effectively 监控 and supervising these activities.
Monitor and control portfolio
监控 and control portfolio
Constructing and instituting the framework and approach to manage business programs. Monitor key factors such as governance, alignment with the overall business vision, assurance, and management.
Constructing and instituting the framework and approach to manage business programs. 监控 key factors such as 治理, 对齐 with the overall business vision, assurance, and management.
Establish program structure and approach
建立 program structure and approach
Managing relationships with stakeholders and partners of the business programs.
Manage program stakeholders and partners
管理 program stakeholders and partners
Administering and implementing business programs. Implement and execute programs with the intention of improving an organization's performance. Execute all the individual projects of the program to ensure the desired success.
Administering and implementing business programs. 实施 and execute programs with the intention of improving an organization's 绩效. 执行 all the individual projects of the program to ensure the desired success.
Manage program execution
管理 program execution
Evaluating and documenting the performance of business programs. Evaluate the performance of the programs. Create reports on the basis of the analysis. Use performance indicators and metrics such as desired/achieved goals, completion dates, issues and defects, and cost effectiveness.
Evaluating and documenting the 绩效 of business programs. 评估 the 绩效 of the programs. 创建 reports on the basis of the analysis. Use 绩效 indicators and metrics such as desired/achieved goals, completion dates, issues and defects, and cost effectiveness.
Review and report program performance
审查 and report program 绩效
Recognizing and defining what the project is ultimately supposed to do. Specify the capabilities, features, or attributes of the project's deliverables, as well as any kind of formal documentation.
Identify project requirements and objectives
识别 project requirements and objectives
Identifying the prerequisites of business projects. Identify the people with appropriate and applicable skills and competencies. Locate resources such as capital, facilities, equipment, material, and information required to accomplish the objectives of a specific project.
Identifying the prerequisites of business projects. 识别 the people with appropriate and applicable skills and competencies. Locate resources such as capital, facilities, equipment, material, and information required to accomplish the objectives of a specific project.
Identify project resource requirements
识别 project resource requirements
Evaluating the culture and readiness of the organizational environment is order to implement the project management approach.
Evaluating the culture and readiness of the organizational environment is order to implement the 项目管理 approach.
Assess culture and readiness for project management approach
评估 culture and readiness for 项目管理 approach
Creating a document that includes the current situation, proposed solution, financial analysis, conclusion, etc. Convince a decision maker and investors to approve the project. Obtain funding.
Create business case
创建 business case
Developing procedures and indictors to assess performance of business projects. Design and develop metrics and indicators--such as cost, schedule, resources, risk, and quality--that exhibit the performance of the business projects.
Developing procedures and indictors to assess 绩效 of business projects. 设计 and develop metrics and indicators--such as cost, schedule, resources, 风险, and 质量--that exhibit the 绩效 of the business projects.
Develop project measures and indicators
开发 project measures and indicators
Stack ranking of projects in the portfolio based upon preestablished criteria.
Prioritize and select projects for the portfolio
排定优先级 and select projects for the portfolio
Identifying and implementing the techniques and procedures for managing business projects. Identify the most appropriate models, which are to be employed by the project managers for the purpose of designing, planning, implementing, and achieving project objectives. Examine and assess various project management methodologies such as adaptive project framework, agile development, crystal methods, and feature-driven development.
Identifying and implementing the techniques and procedures for managing business projects. 识别 the most appropriate 模型s, which are to be employed by the project managers for the purpose of designing, planning, implementing, and achieving project objectives. Examine and assess various 项目管理 methodologies such as adaptive project framework, agile development, crystal methods, and feature-driven development.
Identify appropriate project management methodologies
识别 appropriate 项目管理 methodologies
Outlining the resources and their roles in the business projects.
Define roles and resources
定义 roles and resources
Procuring the necessary resources outlined in Define roles and resources [11123]
Procuring the necessary resources outlined in 定义 roles and resources [11123]
Acquire/secure project resources
Determining the IT requirements for specific business projects. Identify the requirements of computers and telecommunications equipment to store, retrieve, transmit, and manipulate data related to the project. Consider factors such as functional requirements, design requirements, project phases, and project schedule.
Determining the IT requirements for specific business projects. 识别 the requirements of computers and telecommunications equipment to store, retrieve, transmit, and manipulate data related to the project. Consider factors such as functional requirements, design requirements, project phases, and project schedule.
Identify specific IT requirements
识别 specific IT requirements
Designing a plan for equipping the project team with the necessary skills and abilities to fulfill their roles and responsibilities in the project effectively and efficiently. Offer formal training, mentoring, or coaching. Initiate informal conversations. Communicate messages during the project.
Designing a plan for equipping the project team with the necessary skills and abilities to 履约 their roles and responsibilities in the project effectively and efficiently. Offer formal 训练, mentoring, or coaching. Initiate informal conversations. Communicate messages during the project.
Create training and communication plans
创建 训练 and communication plans
Creating a plan for recognizing and rewarding extraordinary performances within the business projects. Use incentives, bonuses, and certificates for recognition and rewarding purposes.
Creating a plan for recognizing and rewarding extraordinary 绩效s within the business projects. Use incentives, bonuses, and certificates for recognition and rewarding purposes.
Design recognition and reward approaches
设计 recognition and reward approaches
Creating a plan specifying when to initiate the project, and introducing it to the target audience. Clearly define the project team, objectives, timelines, and milestone.
Design and plan launch of project
设计 and plan launch of project
Putting the project into position by effectively bringing it into action.
Deploy the project
部署 the project
Assessing the impact of business project management on the measures and outcomes of the projects. Gauge non-financial measures, frequency of measurement, action plan, etc.
Assessing the impact of business 项目管理 on the measures and outcomes of the projects. Gauge non-financial measures, frequency of measurement, action plan, etc.
Evaluate impact of project management (strategy and projects) on measures and outcomes
评估 impact of 项目管理 (战略 and projects) on measures and outcomes
Recording and documenting the current status and position of the project. Record and report items such as completed tasks, incomplete tasks, planned tasks, and problems faced.
Recording and documenting the current status and position of the project. Record and report items such as completed tasks, incomplete tasks, planned tasks, and 问题s faced.
Report the status of project
报告 the status of project
Determining and documenting a list of specific project goals, deliverables, tasks, costs, and deadlines. Use the scope statement to explain the boundaries of the project. Assign responsibilities for team members. Set up procedures for verifying and approving the completed tasks.
Manage project scope
管理 project scope
Encouraging and sustaining the activities and involvement while executing projects. Promote the execution activities of the projects. Encourage employee involvement in project implementation.
Promote and sustain activity and involvement
Hold post project reviews, lessons learned, or After Action Reviews (AARs) at the end of each project to understand what could be improved during future projects.
Conduct Project Reviews with Program Managers and other stakeholders
开展 Project Reviews with Program Managers and other stakeholders
Reorganizing and stimulating the approach and strategy for managing business projects. Make improvements based on the project scope and on findings from Evaluate the impact of project management (strategy and projects) on measures and outcomes [11131].
Reorganizing and stimulating the approach and 战略 for managing business projects. Make improvements based on the project scope and on findings from 评估 the impact of 项目管理 (战略 and projects) on measures and outcomes [11131].
Realign and refresh project management strategy and approaches
Realign and refresh 项目管理 战略 and approaches
Changes to project plans based upon internal and or external influences on the project. This would include the update to the project plan file, as well as the communication to the team.
变更s to project plans based upon internal and or external influences on the project. This would include the update to the project plan file, as well as the communication to the team.
Adjust project plan as needed
Measuring the performance of a business project against key performance indicators including the project scope, schedule, quality, cost, and risk criteria. Identify any deviations from the plan. Assess the impact of these deviations on the project, as well as on the overall program. Report results to key stakeholders.
Measuring the 绩效 of a business project against key 绩效 indicators including the project scope, schedule, 质量, cost, and 风险 criteria. 识别 any deviations from the plan. 评估 the impact of these deviations on the project, as well as on the overall program. 报告 results to key stakeholders.
Review and report project performance
审查 and report project 绩效
Settling each contract. Close each contract applicable to the project or project phase. Finalize all activities across all of the process groups in order to formally close the project or a project phase.
Settling each contract. 关闭 each contract applicable to the project or project phase. Finalize all activities across all of the process groups in order to formally close the project or a project phase.
Close projects
关闭 projects
Activity within ITIL practice 'Project Management'.
Activity within ITIL practice '项目管理'.
Initiate IT projects
Plan and execute IT projects
规划 and execute IT projects
Monitor and control IT projects
监控 and control IT projects
Outlining characteristics crucial for managing enterprise quality. Translate broad customer needs into specific, actionable, measurable performance requirements. Define the key measurable characteristics of key products and processes.
Outlining characteristics crucial for managing enterprise 质量. Translate broad customer needs into specific, actionable, measurable 绩效 requirements. 定义 the key measurable characteristics of key products and processes.
Define critical-to-quality characteristics
定义 critical-to-质量 characteristics
Identifying gaps in customer requirements and determining whether the gap will be mitigated through preventive Quality activities or deemed as acceptable risk. The goal of any preventive quality activities is to create provisions to prevent, control, or reduce the risk of not meeting the CtQCs. In addition, any standard methodology that will be used to design or conduct preventive Quality activities are defined and documented.
Identifying gaps in customer requirements and determining whether the gap will be mitigated through preventive 质量 activities or deemed as acceptable 风险. The goal of any preventive 质量 activities is to create provisions to prevent, control, or reduce the 风险 of not meeting the CtQCs. In addition, any standard methodology that will be used to design or conduct preventive 质量 activities are defined and documented.
Define preventive quality activities
定义 preventive 质量 activities
Establishing the steps for developing quality controls. Conduct Alpha testing. Have the product team conduct rework. Send the product/service for Beta testing, and carry on rework as needed.
Establishing the steps for developing 质量 controls. 开展 Alpha testing. Have the product team conduct rework. Send the product/service for Beta testing, and carry on rework as needed.
Define process steps for controls (or integration points)
定义 process steps for controls (or integration points)
Establishing a detailed summary including measures, on which material, in what manner, and by whom. Identify the parameters to be measured, the range of possible values, and the required resolution. Provide a sampling scheme that details how and when samples will be taken. Select sample sizes. Assign roles and responsibilities.
Establishing a detailed summary including measures, on which material, in what manner, and by whom. 识别 the parameters to be measured, the range of possible values, and the required resolution. 提供 a sampling scheme that details how and when samples will be taken. 选择 sample sizes. Assign roles and responsibilities.
Define sampling plan
定义 sampling plan
Using tools to measure quality. Use tools such as quality improvement oversight system tool, performance measurement tools, consumer information models/guides, and validation tools to effectively determine the quality levels.
Using tools to measure 质量. Use tools such as 质量 improvement oversight system tool, 绩效 measurement tools, consumer information 模型s/guides, and validation tools to effectively determine the 质量 levels.
Identify measurement methods
识别 measurement methods
Defining the competencies required for developing quality controls. Define the required competencies including compliance management, audit management, and document control and document management.
Defining the competencies required for developing 质量 controls. 定义 the required competencies including 合规 management, audit management, and document control and document management.
Define required competencies
定义 required competencies
Demonstrating the ability and capability to confirm and fulfill the quality requirements in front of customers, managers, employees, board members, associations, regulatory bodies, and creditors. Leverage tools and techniques such as process behavior or control charts, statistical process control, measurement system analysis, gage calibration management, and process capability analysis.
Demonstrating the ability and capability to confirm and 履约 the 质量 requirements in front of customers, managers, employees, board members, associations, regulatory bodies, and creditors. Leverage tools and techniques such as process behavior or control charts, statistical process control, measurement system analysis, gage calibration management, and process capability analysis.
Prove capability to assess compliance with requirements
Prove capability to assess 合规 with requirements
Establishing how the critical-to-quality characteristics will be achieved, controlled, ensured, and managed throughout the lifecycle of a product/service. Address quality requirements and critical-to-quality characteristics. Conduct a preventive quality assessment. Describe how to verify the product/service, verification criteria, and response to nonconformance. Keep records to demonstrate conformity.
Establishing how the critical-to-质量 characteristics will be achieved, controlled, ensured, and managed throughout the lifecycle of a product/service. Address 质量 requirements and critical-to-质量 characteristics. 开展 a preventive 质量 assessment. Describe how to verify the product/service, verification criteria, and response to nonconformance. Keep records to demonstrate conformity.
Finalize quality plan
Finalize 质量 plan
Evaluating quality performance through periodic or episodic testing against the established standards for quality characteristics. For periodic testing, design a schedule with sufficient time to make any required adjustments to the process or system to maintain the desired level of quality. For episodic testing, conduct a test whenever a known non-conformance or fault occurs, which results in outputs or outcomes known to be unsatisfactory to performance requirements.
Evaluating 质量 绩效 through periodic or episodic testing against the established standards for 质量 characteristics. For periodic testing, design a schedule with sufficient time to make any required adjustments to the process or system to maintain the desired level of 质量. For episodic testing, conduct a test whenever a known non-conformance or fault occurs, which results in outputs or outcomes known to be unsatisfactory to 绩效 requirements.
Conduct test and collect data
开展 test and collect data
Maintaining and recording the results of Test against the quality plan [17483] electronically and in standard formats. Assign ownership to a designated function or role.
Maintaining and recording the results of 测试 against the 质量 plan [17483] electronically and in standard formats. Assign ownership to a designated function or role.
Record result(s)
Deciding whether to take any additional actions based on the results of quality tests. Initiate a quarantine disposition and relocated inventory, scrap workflow item and scrap transaction, rework operation, net-able and nonnet-able items, and the activity list.
Deciding whether to take any additional actions based on the results of 质量 tests. Initiate a quarantine disposition and relocated inventory, scrap 工作流 item and scrap transaction, rework operation, net-able and nonnet-able items, and the activity list.
Determine disposition of result(s)
Assessing the significance of the sample chosen for the test in order to determine whether or not the sample is representative of the larger output or outcome. Determine if the sample meets or does not meet the requirements. Identify the conditions for acceptance, rejection, remediation, and prevention.
Assessing the significance of the sample chosen for the test in order to determine whether or not the sample is representative of the larger output or outcome. Determine if the sample meets or does not meet the requirements. 识别 the conditions for acceptance, rejection, remediation, and prevention.
Assess sample significance
评估 sample significance
Outlining the major facts and figures of the quality test results in order to provide insights and information. Use charts, tables, statistical test results, and written findings and conclusions in a summary of results.
Outlining the major facts and figures of the 质量 test results in order to provide insights and information. Use charts, tables, statistical test results, and written findings and conclusions in a summary of results.
Summarize result(s)
Recommending measures for improvement. Assess the summarized results to identify areas which can be improved. Suggest actions to management for improving the quality plan basis on the results of the tests.
Recommending measures for improvement. 评估 the summarized results to identify areas which can be improved. Suggest actions to management for improving the 质量 plan basis on the results of the tests.
Recommend actions
Selecting the subsequent actions that the organization can adopt for improving the enterprise quality. Select measures and recommended actions for managing the enterprise quality.
Selecting the subsequent actions that the organization can adopt for improving the enterprise 质量. 选择 measures and recommended actions for managing the enterprise 质量.
Decide next steps
Analyzing any nonconformance events. Determine the need for corrective and/or preventative action(s). Leverage root-cause analysis, risk exposure, and other evaluations to properly review and approve/reject subsequent actions.
Analyzing any nonconformance events. Determine the need for corrective and/or preventative action(s). Leverage root-cause analysis, 风险 exposure, and other evaluations to properly review and approve/reject subsequent actions.
Assess potential impact
评估 potential impact
Initiating immediate corrective, preventative, or no action based upon the impact and likelihood of reoccurrence. Consider cost/benefit, risk exposure, timing, the assignment of responsibility, and other pertinent factors .
Initiating immediate corrective, preventative, or no action based upon the impact and likelihood of reoccurrence. Consider cost/benefit, 风险 exposure, timing, the assignment of responsibility, and other pertinent factors .
Determine immediate action(s)
Recognizing the reasons that have triggered the nonconformance events or activities. Perform a root-cause analysis through documentary evidence and interviews. Involve the appropriate individuals. Leverage cause analysis and risk assessment.
Recognizing the reasons that have triggered the nonconformance events or activities. Perform a root-cause analysis through documentary evidence and interviews. Involve the appropriate individuals. Leverage cause analysis and 风险 assessment.
Identify root cause(s)
识别 root cause(s)
Pursuing corrective and preventative activities to eliminate the cause of a detected nonconformity. Define the nonconformity. Communicate and assign responsibility. Identify the appropriate corrective and preventive action. Implement and monitor for reoccurrence.
Pursuing corrective and preventative activities to eliminate the cause of a detected nonconformity. 定义 the nonconformity. Communicate and assign responsibility. 识别 the appropriate corrective and preventive action. 实施 and monitor for reoccurrence.
Take corrective or preventative action
Closing nonconformance. Perform all the final processes related to the nonconformance, including documenting root causes. Document corrective and preventive actions.
Close non-conformance
关闭 non-conformance
Outlining the strategy for managing enterprise quality. Define and formalize quality techniques and standards. Assign responsibilities for achieving the required quality levels. Standardize the quality maintenance procedure, tools and techniques, recording and reporting, the timing of quality maintenance activities, and the roles and responsibilities for the quality management team.
Outlining the 战略 for managing enterprise 质量. 定义 and formalize 质量 techniques and standards. Assign responsibilities for achieving the required 质量 levels. Standardize the 质量 maintenance procedure, tools and techniques, recording and reporting, the timing of 质量 maintenance activities, and the roles and responsibilities for the 质量 management team.
Define the quality strategy
定义 the 质量 战略
Establishing and effectively deploying the scope, targets, and goals of EQMS. Define the role of EQMS through nonconformance/corrective and preventive action, compliance/audit management, risk management, failure mode and effects analysis, and statistical process control. Implement EQMS into operational activities. Define the goals and objectives that are to be achieved by the EQMS.
Establishing and effectively deploying the scope, targets, and goals of EQMS. 定义 the role of EQMS through nonconformance/corrective and preventive action, 合规/audit management, 风险 management, failure mode and effects analysis, and statistical process control. 实施 EQMS into operational activities. Define the goals and objectives that are to be achieved by the EQMS.
Plan and deploy the EQMS scope, targets, and goals
规划 and deploy the EQMS scope, targets, and goals
Recognizing and implementing the processes, controls, and metrics for maintenance of EQMS. Define the role of EQMS in failure mode and effects analysis, complaint handling, and advanced product quality planning. Establish the role of EQMS in evaluating metrics such as cost of quality, overall equipment effectiveness, on-time and complete shipments, percentage of products in compliance, and new product introductions.
Recognizing and implementing the processes, controls, and metrics for maintenance of EQMS. 定义 the role of EQMS in failure mode and effects analysis, complaint handling, and advanced product 质量 planning. 建立 the role of EQMS in evaluating metrics such as cost of 质量, overall equipment effectiveness, on-time and complete shipments, percentage of products in 合规, and new product introductions.
Identify core EQMS processes, controls, and metrics
识别 core EQMS processes, controls, and metrics
Setting the process limits. Gather required information. Align with other documents and processes. Define the document structure.
Setting the process limits. Gather required information. Align with other documents and processes. 定义 the document structure.
Develop and document EQMS policies, procedures, standards, and measures
开发 and document EQMS policies, procedures, standards, and measures
Benchmarking current performance in quality metrics that span across the value chain. Identify gaps in performance as compared to industry peers. Identify and implement complementary EQMS capabilities. Enable a continuous improvement environment.
Benchmarking current 绩效 in 质量 metrics that span across the value chain. 识别 gaps in 绩效 as compared to industry peers. Identify and implement complementary EQMS capabilities. Enable a continuous improvement environment.
Assess the EQMS performance
评估 the EQMS 绩效
Provisioning rewards for achieving quality excellence. Provide monetary and nonmonetary rewards such as compensation, vacations, gift cards, and reimbursements to employees in in recognition of their services, efforts, and achievements in quality excellence.
Provisioning rewards for achieving 质量 excellence. 提供 monetary and nonmonetary rewards such as compensation, vacations, gift cards, and reimbursements to employees in in recognition of their services, efforts, and achievements in 质量 excellence.
Reward quality excellence
Reward 质量 excellence
Establishing and maintaining partnerships with third-party sources to achieve quality excellence. Source and evaluate third-party sources both public and private to ensure that the most effective and efficient partnerships are formed.
Establishing and maintaining partnerships with third-party sources to achieve 质量 excellence. Source and evaluate third-party sources both public and private to ensure that the most effective and efficient partnerships are formed.
Create and maintain quality partnerships
创建 and maintain 质量 partnerships
Maintaining a common denominator for the competency level within the organization's talent circle. Conduct training sessions, skill development activities, and quality excellence activities to ensure that the resources of the organization are competent enough and have the capabilities to achieve the required level of quality.
Maintaining a common denominator for the competency level within the organization's talent circle. 开展 训练 sessions, skill development activities, and 质量 excellence activities to ensure that the resources of the organization are competent enough and have the capabilities to achieve the required level of 质量.
Maintain talent capabilities and competencies
维护 talent capabilities and competencies
Assimilating all the communication related to the EQMS into the organization's already established communication channels.
Incorporate EQMS messaging into communication channels
Ensuring EQMS access to the person in charge of the quality management process. Establish who has the authority to manage the EQMS. Ensure access of EQMS to only the person(s) in authority.
Ensuring EQMS access to the person in charge of the 质量 management process. 建立 who has the authority to manage the EQMS. Ensure access of EQMS to only the person(s) in authority.
Assure independent EQMS management access to appropriate authority in the organization
Recording and transferring the best practices and proven methods associated with enterprise quality management systems (EQMS) that can be leveraged in improving the organization's framework. Record proven methodologies and approaches with the objective of communicating them for upgrading, refining, and enhancing the organization's systems.
Recording and transferring the best practices and proven methods associated with enterprise 质量 management systems (EQMS) that can be leveraged in improving the organization's framework. Record proven methodologies and approaches with the objective of communicating them for upgrading, refining, and enhancing the organization's systems.
Transfer proven EQMS methods
转移 proven EQMS methods
Identifying and communicating with shareholders affected by the change. Consider internal and external stakeholders that will be affected by the change. Determine the amount of influence the change will have on them. Ensure the involvement of these stakeholders in the change process by effectively communicating with them.
Identifying and communicating with shareholders affected by the 变更. Consider internal and external stakeholders that will be affected by the 变更. Determine the amount of influence the 变更 will have on them. Ensure the involvement of these stakeholders in the 变更 process by effectively communicating with them.
Determine stakeholders
Recognizing the impact of threats to critical assets. Determine what groups are impacted by this impact.
Recognizing the impact of threats to critical 资产. Determine what groups are impacted by this impact.
Identify impacted groups
识别 impacted groups
Evaluating the impact of threats to critical assets. Determine what assets will be impacted by the change.
Evaluating the impact of threats to critical 资产. Determine what 资产 will be impacted by the 变更.
Determine degree/extent of impact
Identifying and assigning the people accountable for effective change management. Hold managers accountable for ensuring change happens systematically and rigorously. Ensure that certain behaviors are rewarded or reprimanded accordingly.
Identifying and assigning the people accountable for effective 变更 management. Hold managers accountable for ensuring 变更 happens systematically and rigorously. Ensure that certain behaviors are rewarded or reprimanded accordingly.
Establish accountability for change management
建立 accountability for 变更 management
Recognizing the circumstances or obstacles that keep the organization from progressing. Identify who and what are the resources resisting change. Identify integration failures, threats by competitive forces, and complexity failures.
Recognizing the circumstances or obstacles that keep the organization from progressing. 识别 who and what are the resources resisting 变更. Identify integration failures, threats by competitive forces, and complexity failures.
Identify barriers to change
识别 barriers to 变更
Identifying the person(s) or thing(s)responsible for making the change possible. Consider factors such as interdependence of efforts, reward to the integrators, sharing of power and responsibility, and employee understanding of why change is essential.
Identifying the person(s) or thing(s)responsible for making the 变更 possible. Consider factors such as interdependence of efforts, reward to the integrators, sharing of power and responsibility, and employee understanding of why 变更 is essential.
Determine change enablers
Determine 变更 enablers
Recognizing the resource requirements, and developing measures for change. Identify the financial, material, human, and informational resources needed to successfully implement the change. Develop programs, campaigns, etc. for establishing the change within the organization.
Recognizing the resource requirements, and developing measures for 变更. 识别 the financial, material, human, and informational resources needed to successfully implement the 变更. 开发 programs, campaigns, etc. for establishing the 变更 within the organization.
Identify resources and develop measures
识别 resources and develop measures
Determining the level of preparedness of the conditions, attitudes, and resources at all levels in the organization needed for change to happen successfully. Define scope of the proposed change. Select the tools for a change readiness assessment.
Determining the level of preparedness of the conditions, attitudes, and resources at all levels in the organization needed for 变更 to happen successfully. 定义 scope of the proposed 变更. 选择 the tools for a 变更 readiness assessment.
Assess readiness for change
评估 readiness for 变更
Identifying people exhibit an extraordinary interest in the adoption, implementation, and success of the change. Engage champions in each division or team. Define the roles and responsibilities for the change champions. Determine criteria for selecting change champions. Provide training sessions to champions. Reward and recognize champions.
Identifying people exhibit an extraordinary interest in the adoption, implementation, and success of the 变更. Engage champions in each division or team. 定义 the roles and responsibilities for the 变更 champions. Determine criteria for selecting 变更 champions. 提供 训练 sessions to champions. Reward and recognize champions.
Identify change champion(s)
识别 变更 champion(s)
Preparing a design team for implementing change throughout the organization.
Preparing a design team for implementing 变更 throughout the organization.
Form design team
Defining the extent of the area or subject matter that the change process deals with or to which it is relevant. Establish a set of tools, processes, skills, and principles for managing the people side of change to achieve the required outcomes of the change process.
Defining the extent of the area or subject matter that the 变更 process deals with or to which it is relevant. 建立 a set of tools, processes, skills, and principles for managing the people side of 变更 to achieve the required outcomes of the 变更 process.
Define scope
定义 scope
Using graphical and statistical tools such as pareto diagrams, process flow diagrams, cause-and-effect diagrams, check sheets, histograms, run charts, and scatter diagrams.
Understand current state
Determining the state or position that the organization wants to be in after the implementation of the change. Gather necessary information about the processes, structures, and cultures. Define resource requirements.
Determining the state or position that the organization wants to be in after the implementation of the 变更. Gather necessary information about the processes, structures, and cultures. 定义 resource requirements.
Define future state
定义 future state
Looking beyond the immediate consequences of the threat to a critical asset and placing it in the context of what is important to the organization. Identify the impact of threats to critical assets. Create risk evaluation criteria. Evaluate the impact of threats to critical assets. Incorporate probability into the risk analysis.
Looking beyond the immediate consequences of the threat to a critical asset and placing it in the context of what is important to the organization. 识别 the impact of threats to critical 资产. 创建 风险 evaluation criteria. 评估 the impact of threats to critical 资产. Incorporate probability into the 风险 analysis.
Conduct organizational risk analysis
开展 organizational 风险 analysis
Evaluating the culture within the organization. Adopt a quantitative, multidimensional measurement approach of an organization's culture and the aspirations for it. Diagnose cultural activities, enhance leadership sections. Integrate cultures.
Assess cultural context
评估 cultural context
Correlating the change initiative with the other initiatives. Create an alignment between the goals and objectives of the change process and that of the other initiatives.
Correlating the 变更 initiative with the other initiatives. 创建 an 对齐 between the goals and objectives of the 变更 process and that of the other initiatives.
Assess connection to other initiatives
评估 connection to other initiatives
Creating a detailed structure summary for the purposes of managing the change. Demonstrate the reasons for the change. Define the type and scope of change. Form a change management team. Create a communication plan.
Creating a detailed structure summary for the purposes of managing the 变更. Demonstrate the reasons for the 变更. 定义 the type and scope of 变更. Form a 变更 management team. 创建 a communication plan.
Develop change management plans
开发 变更 management plans
Creating a detailed summary of all the actions relevant to teaching a person a particular skill or type of behavior. Determine who will deliver the training. Determine when and where the apprentice or trainee needs to go to receive the structured component of the training.
Creating a detailed summary of all the actions relevant to teaching a person a particular skill or type of behavior. Determine who will deliver the 训练. Determine when and where the apprentice or trainee needs to go to receive the structured component of the 训练.
Develop training plan
开发 训练 plan
Developing a plan for imparting or exchanging information relevant the to change. Define goals, objectives, and audience. Gather tools for all communications.
Developing a plan for imparting or exchanging information relevant the to 变更. 定义 goals, objectives, and audience. Gather tools for all communications.
Develop communication plan
开发 communication plan
Utilizing champions that have been trained to carry out needed changes. Engage champions to communicate roles and responsibilities for the change.
Utilizing champions that have been trained to carry out needed 变更s. Engage champions to communicate roles and responsibilities for the 变更.
Assign change champion(s)
Assign 变更 champion(s)
Creating and designing the plan for rewarding the employees exhibiting the desired behavior. Specify rewards in recognition of service, effort, or achievement regarding the change, including bonuses, compensation, stock options, profit sharing, vacations, and flexible time.
Creating and designing the plan for rewarding the employees exhibiting the desired behavior. Specify rewards in recognition of service, effort, or achievement regarding the 变更, including bonuses, compensation, stock options, profit sharing, vacations, and flexible time.
Develop rewards/incentives plan
开发 rewards/incentives plan
Establishing a system or standard of measurement for measuring the adoption of the change. Consider activities such as the number of people who have adopted the change, how quickly have they adopted, number of unique adopters, and adopters by teams/divisions.
Establishing a system or standard of measurement for measuring the adoption of the 变更. Consider activities such as the number of people who have adopted the 变更, how quickly have they adopted, number of unique adopters, and adopters by teams/divisions.
Establish change adoption measures
建立 变更 adoption measures
Establishing and explaining the new roles to employees. Assign roles and responsibilities to resources.
Establish/Clarify new roles
建立/Clarify new roles
Creating a plan of financial outlay for the newly defined roles. Determine the amount of capital the organization is willing to invest in effectuating these new roles, how would the roles be financed, and what would comprise the ROI from these flows. Coordinate personnel responsible for change management and the finance division.
Creating a plan of financial outlay for the newly defined roles. Determine the amount of capital the organization is willing to invest in effectuating these new roles, how would the roles be financed, and what would comprise the ROI from these flows. 协调 personnel responsible for 变更 management and the finance division.
Identify budget/roles
识别 budget/roles
Kindling an organization wide commitment for effectuating the change. Effectively communicate the advantages of the desired change. Personalize the pitch for change.
Kindling an organization wide commitment for effectuating the 变更. Effectively communicate the advantages of the desired 变更. Personalize the pitch for 变更.
Create commitment for improvement/change
创建 commitment for improvement/变更
Restructuring, redesigning, repurposing, and/or retrofitting existing business processes, activities, and frameworks in order to effectuate the desired change. Review pertinent processes from the ground up by starting with the desired result. (Build on Select a process improvement methodology [11138] to create business processes that perfectly fit with the road map for change.)
Restructuring, redesigning, repurposing, and/or retrofitting existing business processes, activities, and frameworks in order to effectuate the desired 变更. 审查 pertinent processes from the ground up by starting with the desired result. (构建 on 选择 a process improvement methodology [11138] to create business processes that perfectly fit with the road map for 变更.)
Reengineer business processes and systems
Supporting the transition of personnel to new roles and the dismissal of any existing employees, necessitated for the desired change. Create an on-boarding process for seamlessly transitioning personnel to new roles. Offer orientation and training. Address any concerns. Create a structured procedure for the discharge of incumbents from their positions.
Supporting the transition of personnel to new roles and the dismissal of any existing employees, necessitated for the desired 变更. 创建 an on-boarding process for seamlessly transitioning personnel to new roles. Offer orientation and 训练. Address any concerns. Create a structured procedure for the discharge of incumbents from their positions.
Support transition to new roles or exit strategies for incumbents
Monitoring activities in the change process in order to assess the performance of individual agents and the process as a whole. Oversee the implementation of activities needed for effectuating the change. Track the pace, impact, enthusiasm, reaction, and feedback over the change process.
监控 activities in the 变更 process in order to assess the 绩效 of individual agents and the process as a whole. Oversee the implementation of activities needed for effectuating the 变更. 跟踪 the pace, impact, enthusiasm, reaction, and feedback over the 变更 process.
Monitor change
监控 变更
Reporting on the outcome of the change. Document changes and the impact those changes had on critical assets. Share findings with those within the target audience: those impacted by the change, change champions, stakeholders, etc.
Reporting on the outcome of the 变更. Document 变更s and the impact those 变更s had on critical 资产. Share findings with those within the target audience: those impacted by the 变更, 变更 champions, stakeholders, etc.
Report on change
报告 on 变更
Monitoring the performance of improved business processes. Track the key performance indicators of the upgraded processes in order to gauge its contribution to the desired change. Expedite through the use of business process management software.
监控 the 绩效 of improved business processes. 跟踪 the key 绩效 indicators of the upgraded processes in order to gauge its contribution to the desired 变更. Expedite through the use of business process management software.
Monitor improved process performance
监控 improved process 绩效
Documenting and standardizing insights gleaned and the knowledge acquired from studying the change process already implemented. Create case studies/best practices guides from the process of implementing change. Include experienced personnel.
Documenting and standardizing insights gleaned and the knowledge acquired from studying the 变更 process already implemented. 创建 case studies/best practices guides from the process of implementing 变更. Include experienced personnel.
Capture and reuse lessons learned from change process
采集 and reuse lessons learned from 变更 process
Implement corrective action to adjust the re-engineered processes for maximizing the desired impact. Adjust business processes and systems to implement the desired change.
实施 corrective action to adjust the re-engineered processes for maximizing the desired impact. Adjust business processes and systems to implement the desired 变更.
Take corrective action as necessary
ITIL:V5:Organizational Change Management
Activity within ITIL practice 'Organizational Change Management'.
Activity within ITIL practice 'Organizational 变更 Management'.
Assess change readiness
评估 变更 readiness
Plan organizational changes
规划 organizational 变更s
Manage stakeholder engagement
管理 stakeholder engagement
Developing a structure for the governance of the organization's collective knowledge. Gather, maintain, and make accessible the collective knowledge base. Develop a standard procedure for the conservation and perpetuation of the organization's knowledge. Create policies for the usage and maintenance of this knowledge. Establish specialized roles.
Developing a structure for the 治理 of the organization's collective knowledge. Gather, maintain, and make accessible the collective knowledge base. 开发 a standard procedure for the conservation and perpetuation of the organization's knowledge. 创建 policies for the usage and maintenance of this knowledge. 建立 specialized roles.
Develop governance model with roles and accountability
开发 治理 模型 with roles and accountability
Clearly determining the roles and responsibilities of all personnel involved in the management of the organization's corpus of knowledge. Flesh out the roles and responsibilities of the KM core group, as well as the operational staff involved in the upkeep of the knowledge management program.
Clearly determining the roles and responsibilities of all personnel involved in the management of the organization's corpus of knowledge. Flesh out the roles and responsibilities of the KM core group, as well as the operational staff involved in the upkeep of the 知识管理 program.
Define roles and accountability of core group versus operating units
定义 roles and accountability of core group versus operating units
Analyze the organization's current approach to funding. Learn from the funding approaches of peer organizations. Evaluate the revenue potential and costs of those short-list funding models. Select funding models to implement.
分析 the organization's current approach to funding. Learn from the funding approaches of peer organizations. 评估 the revenue potential and costs of those short-list funding 模型s. 选择 funding 模型s to implement.
Develop funding models
开发 funding 模型s
Identifying any links that exist between the strategy for knowledge management and any other functional areas. Determine any correlations that exist between the strategic road map for the knowledge management and any other functional areas. Study each function's/unit's attributes.
Identifying any links that exist between the 战略 for 知识管理 and any other functional areas. Determine any correlations that exist between the strategic road map for the 知识管理 and any other functional areas. Study each function's/unit's attributes.
Identify links to key initiatives
识别 links to key initiatives
Creating core knowledge management procedures and methodologies. Initiate developing a strategy, planning, execution, and improvement.
Creating core 知识管理 procedures and methodologies. Initiate developing a 战略, planning, execution, and improvement.
Develop core KM methodologies
开发 core KM methodologies
Determining the IT needs for developing the knowledge management strategy, and collaborating with the IT function to implement the strategy. Assess requirements for technologies such as computer hardware, software, electronics, semiconductors, internet, and telecommunications equipment in order to effectively build and implement the strategy for knowledge management.
Determining the IT needs for developing the 知识管理 战略, and collaborating with the IT function to implement the 战略. 评估 requirements for technologies such as computer hardware, software, electronics, semiconductors, internet, and telecommunications equipment in order to effectively build and implement the 战略 for 知识管理.
Assess IT needs and engage IT function
评估 IT needs and engage IT function
Creating plans for KM training plans and conveying the knowledge management strategy within the organization. Create training programs, sessions, and activities in order to familiarize employees and management with the concept of knowledge management.
Creating plans for KM 训练 plans and conveying the 知识管理 战略 within the organization. 创建 训练 programs, sessions, and activities in order to familiarize employees and management with the concept of 知识管理.
Develop training and communication plans
开发 训练 and communication plans
Creating approaches for effectively administering the changes in knowledge management. Design an approach that transforms individuals, teams, and the organization to a desired future state represented by the change.
Creating approaches for effectively administering the 变更s in 知识管理. 设计 an approach that 转化s individuals, teams, and the organization to a desired future state represented by the 变更.
Develop change management approaches
开发 变更 management approaches
Establishing measures and indicators for evaluating the performance of the knowledge management function. Define key performance indicators such as the amount of knowledge assets created and number of knowledge projects undertaken.
Establishing measures and indicators for evaluating the 绩效 of the 知识管理 function. 定义 key 绩效 indicators such as the amount of knowledge 资产 created and number of knowledge projects undertaken.
Develop strategic measures and indicators
开发 strategic measures and indicators
Evaluating if initiatives are effective or should be discarded. Design a framework for assessing maturity, typically from Level 1 (undefined), Level 2 (repeatable), Level 3 (defined), and Level 4 (managed) through Level 5 (optimized).
Evaluating if initiatives are effective or should be discarded. 设计 a framework for assessing 成熟度, typically from Level 1 (undefined), Level 2 (repeatable), Level 3 (defined), and Level 4 (managed) through Level 5 (optimized).
Assess maturity of existing KM initiatives
评估 成熟度 of existing KM initiatives
Evaluating existing procedures, policies, and guidelines for knowledge management. Study and examine the organization's approach against industry best practices by benchmarking, competitive analysis, etc.
Evaluating existing procedures, policies, and guidelines for 知识管理. Study and examine the organization's approach against industry best practices by benchmarking, competitive analysis, etc.
Evaluate existing KM approaches
评估 existing KM approaches
Assessing the KM approach evaluations in order to identify any gaps or needs. Compare the performance of the KM approach against the desired or expected performance, as well as against the standard knowledge management industry approach.
Assessing the KM approach evaluations in order to identify any gaps or needs. Compare the 绩效 of the KM approach against the desired or expected 绩效, as well as against the standard 知识管理 industry approach.
Identify gaps and needs
识别 gaps and needs
Designing new policies, procedures, and guidelines to support knowledge management.
Designing new policies, procedures, and guidelines to support 知识管理.
Develop new KM approaches
开发 new KM approaches
Creating a model to describe resources and approaches to organization's knowledge management. Establish standards and guidelines to be followed.
Creating a 模型 to describe resources and approaches to organization's 知识管理. 建立 standards and guidelines to be followed.
Design resource model for KM approaches
设计 resource 模型 for KM approaches
Implementing new policies, procedures, and guidelines to support knowledge management.
Implementing new policies, procedures, and guidelines to support 知识管理.
Implement new KM approaches
实施 new KM approaches
Using existing technologies to improve organization's knowledge management processes. Research available third-party offerings. Develop proprietary solutions. Employ knowledge engineers, data scientists and other relevant personnel.
Using existing technologies to improve organization's 知识管理 processes. Research available third-party offerings. 开发 proprietary solutions. Employ knowledge engineers, data scientists and other relevant personnel.
Leverage and enhance IT for KM approaches
Creating metrics that can be used to systematically describe KM approaches and capabilities. Choose applicable scales, benchmarks and units of measure. Determine required precision and error rates.
Develop measures
开发 measures
Leveraging KM evaluations and identified gap to enhance existing approaches.
Enhance/Modify existing KM approaches
Developing awareness about available knowledge bases and promoting their use to maximize their impact.
Sustain awareness and engagement
Augmenting available resources to better leverage the offerings of the organization to serve existing clients and to expand the client base.
Expand KM infrastructure to meet demand
Expand KM 基础设施 to meet demand
Activity within ITIL practice 'Knowledge Management'.
Activity within ITIL practice '知识管理'.
Capture and share knowledge
采集 and share knowledge
Maintain knowledge base
维护 knowledge base
Improve knowledge practices
Establishing objectives for content management that enhance the organization and accessibility of enterprise content. Objectives can include curation, findability, consistency, user-centric design, lifecycle management, governance and roles, quality assurance, and measurement and evaluation.
Establishing objectives for 内容管理 that enhance the organization and accessibility of enterprise 内容. Objectives can include curation, findability, consistency, user-centric design, lifecycle management, 治理 and roles, 质量 assurance, and measurement and evaluation.
Establish content management objectives
建立 内容管理 objectives
Establishing a structured framework with roles and responsibilities to oversee and guide content management practices within an organization to ensure content is managed consistently, remains high-quality, meets the needs of users, and enhances the overall content management strategy.
Establishing a structured framework with roles and responsibilities to oversee and guide 内容管理 practices within an organization to ensure 内容 is managed consistently, remains high-质量, meets the needs of users, and enhances the overall 内容管理 战略.
Develop content management governance model
开发 内容管理 治理 模型
Defining funding approaches for content management activities, capabilities, and infrastructure to support sustainable operations, investment prioritization, and alignment with organizational objectives.
Defining funding approaches for 内容管理 activities, capabilities, and 基础设施 to support sustainable operations, investment prioritization, and 对齐 with organizational objectives.
Develop content management funding models
开发 内容管理 funding 模型s
Identifying and implementing content management methodologies to effectively store, deliver, and facilitate access to enterprise content. Core methodologies may include prioritization of critical or high-value content, findability to ensure ease of locating relevant content, content lifecycle management, standardization of content creation, review and access, collaboration, and technology integration.
Identifying and implementing 内容管理 methodologies to effectively store, deliver, and facilitate access to enterprise 内容. Core methodologies may include prioritization of critical or high-value 内容, findability to ensure ease of locating relevant 内容, 内容 lifecycle management, standardization of 内容 creation, review and access, collaboration, and technology integration.
Develop core content management methodologies
开发 core 内容管理 methodologies
Assessing technology requirements for content management and collaborating with the IT function to align systems, integration, security, and support with content management needs. This includes leveraging all forms of new and evolving technology such as artificial intelligence (AI).
Assessing technology requirements for 内容管理 and collaborating with the IT function to align systems, integration, 安全, and support with 内容管理 needs. This includes leveraging all forms of new and evolving technology such as 人工智能 (AI).
Assess content management IT needs and engage IT function
评估 内容管理 IT needs and engage IT function
Developing training, change and communication plans to support the organization's content management practices. Define target audiences, required competencies, learning objectives, and delivery methods to ensure consistent understanding and adoption of content standards, tools, and workflows. Create communication strategies to promote awareness of content governance, reinforce expectations, and inform stakeholders of process updates, system changes, and best practices. Coordinate with internal partners to design training materials, schedule learning sessions, and disseminate communications that enable effective and compliant content creation, storage, use, and lifecycle management. Monitor participation, evaluate effectiveness, and continuously improve based on feedback and evolving organizational needs.
Developing 训练, 变更 and communication plans to support the organization's 内容管理 practices. 定义 target audiences, required competencies, learning objectives, and delivery methods to ensure consistent understanding and adoption of 内容 standards, tools, and 工作流s. 创建 communication strategies to promote awareness of 内容 治理, reinforce expectations, and inform stakeholders of process updates, system 变更s, and best practices. 协调 with internal partners to design 训练 materials, schedule learning sessions, and disseminate communications that enable effective and compliant 内容 creation, storage, use, and lifecycle management. 监控 participation, evaluate effectiveness, and continuously improve based on feedback and evolving organizational needs.
Develop content management training and communication plans
开发 内容管理 训练 and communication plans
Defining and implementing performance measures to assess the effectiveness and strategic value of content management practices. Align indicators with organizational goals, governance requirements, and user needs. Specify data sources, measurement methods, and reporting cadences to provide reliable insight into content quality, accessibility, utilization, and lifecycle compliance. Collaborate with stakeholders to validate metric definitions, integrate measures into dashboards, and set expectations for monitoring and improvement. Periodically review and refine measures in response to changing priorities and requirements.
Defining and implementing 绩效 measures to assess the effectiveness and strategic value of 内容管理 practices. Align indicators with organizational goals, 治理 requirements, and user needs. Specify data sources, measurement methods, and reporting cadences to provide reliable insight into 内容 质量, accessibility, utilization, and lifecycle 合规. Collaborate with stakeholders to validate metric definitions, integrate measures into dashboards, and set expectations for 监控 and improvement. Periodically review and refine measures in response to changing priorities and requirements.
Develop strategic measures and indicators for content management
开发 strategic measures and indicators for 内容管理
Monitor and analyze content ecosystem performance to understand search behavior, user intent, knowledge gaps, content effectiveness, and content lifecycle health. Use content usage patterns and derived insights to identify emerging needs, anticipate gaps, recommend updates or new content, and continuously optimize the relevance, quality, and accessibility of the content ecosystem. This includes leveraging all forms of new and evolving technology such as artificial intelligence (AI)
监控 and analyze 内容 ecosystem 绩效 to understand search behavior, user intent, knowledge gaps, 内容 effectiveness, and 内容 lifecycle health. Use 内容 usage patterns and derived insights to identify emerging needs, anticipate gaps, recommend updates or new 内容, and continuously optimize the relevance, 质量, and accessibility of the 内容 ecosystem. This includes leveraging all forms of new and evolving technology such as 人工智能 (AI)
Manage content intelligence and insights
管理 内容 intelligence and insights
Identifying functional, operational, governance, and compliance requirements that content management practices and solutions must satisfy across the organization.
Identifying functional, operational, 治理, and 合规 requirements that 内容管理 practices and solutions must satisfy across the organization.
Determine content management requirements
Determine 内容管理 requirements
Establishing content metadata structures that function as a common classification language by defining hierarchical categories and attributes used to organize and relate content, ensuring consistency across formats, business areas, and locations and supporting discoverability and semantic enrichment.
Establishing 内容 metadata structures that function as a common classification language by defining hierarchical categories and attributes used to organize and relate 内容, ensuring consistency across formats, business areas, and locations and supporting discoverability and semantic enrichment.
Define content taxonomies
定义 内容 taxonomies
Defining standardized conventions for naming, versioning, and tagging digital files and content assets to support consistency, findability, and compliance across the organization. Establish required metadata elements and tagging structures aligned with enterprise taxonomies, information architecture, and regulatory or operational needs.
Defining standardized conventions for naming, versioning, and tagging digital files and 内容 资产 to support consistency, findability, and 合规 across the organization. 建立 required metadata elements and tagging structures aligned with enterprise taxonomies, information architecture, and regulatory or operational needs.
Define file naming standards and tagging requirements
定义 file naming standards and tagging requirements
Defining rules and permissions that govern who can create, view, modify, and distribute content to protect sensitive information and support appropriate access.
Defining rules and permissions that govern who can create, view, modify, and distribute 内容 to protect sensitive information and support appropriate access.
Define content access controls
定义 内容 access controls
Establishing audit and retention requirements to ensure content is reviewed, retained, archived, or disposed of in accordance with governance, legal, and operational obligations.
Establishing audit and retention requirements to ensure 内容 is reviewed, retained, archived, or disposed of in accordance with 治理, legal, and operational obligations.
Develop content audit and retention requirements
开发 内容 audit and retention requirements
Establishing and maintaining content repositories and systems of record to support secure storage, organization, access, and lifecycle management.
Establishing and maintaining 内容 repositories and systems of record to support secure storage, organization, access, and lifecycle management.
Set up and maintain systems of record and storage locations
Executing administrative activities required to manage content systems, permissions, structures, and configurations in accordance with defined standards and governance.
Executing administrative activities required to manage 内容 systems, permissions, structures, and 配置s in accordance with defined standards and 治理.
Implement and execute content administration responsibilities
实施 and execute 内容 administration responsibilities
Overseeing activities to verify that content complies with established standards, policies, and requirements across its lifecycle.
Overseeing activities to verify that 内容 complies with established standards, policies, and requirements across its lifecycle.
Audit content compliance
审计 内容 合规
Planning content audits by defining scope, criteria, timing, and responsibilities to assess compliance and effectiveness of content management practices.
Planning 内容 audits by defining scope, criteria, timing, and responsibilities to assess 合规 and effectiveness of 内容管理 practices.
Plan content audits
规划 内容 audits
Conducting reviews of content to evaluate compliance with defined standards, controls, and retention requirements. Includes auditing for semantic accuracy, metadata completeness, and AI-readiness. Consider leveraging all forms of new and evolving technology such as artificial intelligence (AI).
Conducting reviews of 内容 to evaluate 合规 with defined standards, controls, and retention requirements. Includes auditing for semantic accuracy, metadata completeness, and AI-readiness. Consider leveraging all forms of new and evolving technology such as 人工智能 (AI).
Perform content audits
Perform 内容 audits
Tracking identified content non-compliance issues and monitoring corrective actions to ensure timely resolution and adherence to content standards.
Tracking identified 内容 non-合规 issues and 监控 corrective actions to ensure timely resolution and adherence to 内容 standards.
Track content non-compliance resolution
跟踪 内容 non-合规 resolution
Identifying content needs and existing content assets to support reuse, updates, and alignment with organizational requirements.
Identifying 内容 needs and existing 内容 资产 to support reuse, updates, and 对齐 with organizational requirements.
Identify new and existing content
识别 new and existing 内容
Identifying control requirements for content, including review, approval, access, and compliance needs across the content lifecycle.
Identifying control requirements for 内容, including review, approval, access, and 合规 needs across the 内容 lifecycle.
Identify content control requirements
识别 内容 control requirements
Preparing newly created content for use by applying required standards, structure, and controls prior to review and approval.
Preparing newly created 内容 for use by applying required standards, structure, and controls prior to review and approval.
Prepare created content
准备 created 内容
Preparing externally sourced or acquired content for organizational use by validating quality, applying standards, and aligning it with governance requirements.
Preparing externally sourced or acquired 内容 for organizational use by validating 质量, applying standards, and aligning it with 治理 requirements.
Prepare acquired content
准备 acquired 内容
Refining content to improve clarity, accuracy, consistency, and quality for its existing intended purpose and audience. This includes leveraging all forms of new and evolving technology such as artificial intelligence (AI).
Refining 内容 to improve clarity, accuracy, consistency, and 质量 for its existing intended purpose and audience. This includes leveraging all forms of new and evolving technology such as 人工智能 (AI).
Refine content
Refine 内容
Enhancing and adapting content to support new or different audiences, formats, channels, or contexts while preserving core meaning and intent of the original content. This includes leveraging all forms of new and evolving technology such as artificial intelligence (AI).
Enhancing and adapting 内容 to support new or different audiences, formats, channels, or contexts while preserving core meaning and intent of the original 内容. This includes leveraging all forms of new and evolving technology such as 人工智能 (AI).
Enhance and adapt content
Enhance and adapt 内容
Applying branding elements and standards to content to ensure consistent identity, presentation, and alignment with organizational guidelines.
Applying branding elements and standards to 内容 to ensure consistent identity, presentation, and 对齐 with organizational guidelines.
Perform content branding
Perform 内容 branding
Performing technical edits to ensure content meets formatting, accessibility, usability, and technical quality requirements. This includes leveraging all forms of new and evolving technology such as artificial intelligence (AI).
Performing technical edits to ensure 内容 meets formatting, accessibility, usability, and technical 质量 requirements. This includes leveraging all forms of new and evolving technology such as 人工智能 (AI).
Execute technical edits on content
执行 technical edits on 内容
Reviewing content to confirm accuracy, quality, compliance, and readiness prior to approval for distribution or use.
Reviewing 内容 to confirm accuracy, 质量, 合规, and readiness prior to approval for distribution or use.
Assess and approve content
评估 and approve 内容
Publishing approved content to designated locations or channels to make it available to intended users.
Publishing approved 内容 to designated locations or channels to make it available to intended users.
Publish approved content
发布 approved 内容
Storing approved content in designated repositories to support controlled access, retrieval, and lifecycle management.
Storing approved 内容 in designated repositories to support controlled access, retrieval, and lifecycle management.
Store approved content
Store approved 内容
Evaluating content usage, effectiveness, and relevance to inform updates, improvements, or retirement decisions.
Evaluating 内容 usage, effectiveness, and relevance to inform updates, improvements, or retirement decisions.
Evaluate content
评估 内容
Archiving content that is no longer actively used but must be retained to meet governance, legal, or historical requirements.
Archiving 内容 that is no longer actively used but must be retained to meet 治理, legal, or historical requirements.
Archive content
Archive 内容
Deleting content that has reached the end of its retention period and is no longer required, in accordance with defined policies and controls.
Deleting 内容 that has reached the end of its retention period and is no longer required, in accordance with defined policies and controls.
Delete content
Delete 内容
Developing a model for organization's management systems. Develop a high-level measurement system to track performance across the enterprise or in specific functions or business units. Determine which processes to measure, which measures to use, how often to measure, and measurement targets. Review strategic decisions about how to best measure an organization.
Developing a 模型 for organization's management systems. 开发 a high-level measurement system to track 绩效 across the enterprise or in specific functions or business units. Determine which processes to measure, which measures to use, how often to measure, and measurement targets. 审查 strategic decisions about how to best measure an organization.
Define enterprise measurement models
定义 enterprise measurement 模型s
Reviewing, evaluating, and updating enterprise measurement models. Align measurement models to current and future goals and performance targets, and make adjustments to support visibility and reporting needs across the organization.
Reviewing, evaluating, and updating enterprise measurement 模型s. Align measurement 模型s to current and future goals and 绩效 targets, and make adjustments to support visibility and reporting needs across the organization.
Maintain enterprise measurement models
维护 enterprise measurement 模型s
Measuring, researching, and recording the performance of people, processes, mechanisms, or other areas of the business that the organization wants to benchmark or track.
Measuring, researching, and recording the 绩效 of people, processes, mechanisms, or other areas of the business that the organization wants to benchmark or track.
Conduct performance assessments
开展 绩效 assessments
Improving an organization's ability to compare its performance internally or externally, and maintaining benchmarking relationships with other organizations. Train staff in benchmarking. Develop technological solutions or other materials to aid benchmarking efforts. Consult with external entities to gain knowledge or tools to help benchmark.
Improving an organization's ability to compare its 绩效 internally or externally, and maintaining benchmarking relationships with other organizations. Train staff in benchmarking. 开发 technological solutions or other materials to aid benchmarking efforts. Consult with external entities to gain knowledge or tools to help benchmark.
Develop benchmarking capabilities
开发 benchmarking capabilities
Benchmarking internal processes and against external competitors.
Conduct internal and external benchmarking
开展 internal and external benchmarking
Examining performance against benchmarked organizations or entities. Determine how much performance needs to change to meet expectations. Reach strategic goals.
Examining 绩效 against benchmarked organizations or entities. Determine how much 绩效 needs to 变更 to meet expectations. Reach strategic goals.
Conduct gap analysis
开展 gap analysis
Establishing a need for changing the performance of the organization. Make use of the gap analysis results in order to define the need for change.
Establishing a need for changing the 绩效 of the organization. Make use of the gap analysis results in order to define the need for 变更.
Establish need for change
建立 need for 变更
Designing key measures that analyze and interpret how effectively the business is achieving its objectives.
Establish performance indicators (measures)
建立 绩效 indicators (measures)
Deciding on the appropriate amount of supervisions that are needed to effectively assess the performance of business plans.
Deciding on the appropriate amount of supervisions that are needed to effectively assess the 绩效 of business plans.
Establish monitoring frequency
建立 监控 frequency
Consolidating acquired metrics and trends. Provide data that can be benchmarked against historical data.
Consolidating acquired metrics and trends. 提供 data that can be benchmarked against historical data.
Collect performance data
收集 绩效 data
Measuring the performance of process planning. Quantify the performance, record results of the performance tests, and report them to the appropriate authority.
Measuring the 绩效 of process planning. Quantify the 绩效, record results of the 绩效 tests, and report them to the appropriate authority.
Calculate performance measures
Calculate 绩效 measures
Recognizing the trends in performance. Carefully and strategically assess the results in order to effectively spot the trends.
Recognizing the trends in 绩效. Carefully and strategically assess the results in order to effectively spot the trends.
Identify performance trends
识别 绩效 trends
Evaluating the gaps between achieved and benchmarked performance. Analyze how performance differs from the optimal or expected performance.
Evaluating the gaps between achieved and benchmarked 绩效. 分析 how 绩效 differs from the optimal or expected 绩效.
Analyze performance
分析 绩效
Creating reports that systematically record and represent the performance planning. Construct a detailed report specifying the performance, and include indicators such as the performance gaps, performance trends, and analysis.
Creating reports that systematically record and represent the 绩效 planning. Construct a detailed report specifying the 绩效, and include indicators such as the 绩效 gaps, 绩效 trends, and analysis.
Prepare performance reports
准备 绩效 reports
Using performance indicators to report, analyze, and create a detailed performance improvement plan to bridge the performance gaps.
Using 绩效 indicators to report, analyze, and create a detailed 绩效 improvement plan to bridge the 绩效 gaps.
Develop performance improvement plan
开发 绩效 improvement plan
Activity within ITIL practice 'Measurement and Reporting'.
Define KPI frameworks
定义 KPI frameworks
Collect and analyze metrics
收集 and analyze metrics
Generate management reports
Gathering information from stakeholders prior to conducting analytics.
Identify needs from stakeholders
识别 needs from stakeholders
Summarizing and documenting the results of data analysis. Create graphs and visualizations to illustrate numerical findings to make them more accessible to readers.
Summarizing and documenting the results of data analysis. 创建 graphs and visualizations to illustrate numerical findings to make them more accessible to readers.
Report on analysis
报告 on analysis
Determining the steps that need to be taken to correct the shortcomings.
Identify remedial actions
识别 remedial actions
Determining the size and scale of the project based upon the collected information and analytics.
Scope analytics project
Creating theories that explain empirical data. Use the hypotheses to guide feature selection in the process of data collection.
Develop and manage hypotheses
开发 and manage hypotheses
Gathering and harvesting structured and unstructured data from disparate sources. Clean and pre-process data. Remove duplicates. Convert to a uniform format to make records comparable.
Collect data
收集 data
Creation and validation of data in order to initiate the process of analysis.
Prepare data
准备 data
Conducting data analysis. Choose statistical algorithms that best reveal patterns and trends in the data. Compare with hypotheses and time series forecasts. Determine error rates and significant outliers.
Analyze data
分析 data
Creation of conceptual and physical data models as an outline for data structure and storage.
Creation of conceptual and physical data 模型s as an outline for data structure and storage.
Create data models
创建 data 模型s
Confirm data models represent the hypothesis supporting the original research question
Confirm data 模型s represent the hypothesis supporting the original research question
Review data models with stakeholders
审查 data 模型s with stakeholders
Make required changes to data model based upon review with stakeholders.
Make required 变更s to data 模型 based upon review with stakeholders.
Refine data models
Refine data 模型s
Evaluating the impact of offerings and the auxiliary operations required to process them on the immediate ecosystem and the environment at large. Study the lifecycle of the products/services offered by the organization. Estimate any affect on the environment through metrics such as a calculation of carbon footprint.
Evaluate environmental impact of products, services, and operations
评估 environmental impact of products, services, and operations
Conducting an inspection to verify that the organization adequately complies with the environmental, health, and safety standards. Audit procedures and records regarding responsibility for the environment, health, and safety.
Conducting an inspection to verify that the organization adequately complies with the environmental, health, and 安全 standards. 审计 procedures and records regarding responsibility for the environment, health, and 安全.
Conduct health and safety and environmental audits
开展 health and 安全 and environmental audits
Determining any protocols or standards to comply with, set by regulatory agencies or the organization's stakeholders. Closely examine all standards and matters of compliance relating to the environment, health, and safety.
Determining any protocols or standards to comply with, set by regulatory agencies or the organization's stakeholders. Closely examine all standards and matters of 合规 relating to the environment, health, and 安全.
Identify regulatory and stakeholder requirements
识别 regulatory and stakeholder requirements
Evaluating any risks and opportunities that might affect the environmental, health, and safety of products/services. Leverage techniques such as cost-benefit analysis, trend extrapolation, systems analysis, social surveys, historical surveys, historical analogy, Delphi, conferences, workshops, briefings, hearings, advisory committees, moot courts, artistic judgment, on-site field investigation, scaling techniques, and scenario creation.
Evaluating any 风险s and opportunities that might affect the environmental, health, and 安全 of products/services. Leverage techniques such as cost-benefit analysis, trend extrapolation, systems analysis, social surveys, historical surveys, historical analogy, Delphi, conferences, workshops, briefings, hearings, advisory committees, moot courts, artistic judgment, on-site field investigation, scaling techniques, and scenario creation.
Assess future risks and opportunities
评估 future 风险s and opportunities
Creating a plan for managing the environmental, health, and safety impact of products/services. Establish minimum requirements for the organization regarding the environment at large and the health and safety of employees. Develop policies, written procedures, and supporting tools to dictate how the organization will meet policy requirements.
Creating a plan for managing the environmental, health, and 安全 impact of products/services. 建立 minimum requirements for the organization regarding the environment at large and the health and 安全 of employees. 开发 policies, written procedures, and supporting tools to dictate how the organization will meet policy requirements.
Create EHS policy
创建 EHS policy
Recording and managing all events and activities associated with complying with environmental, health and safety standards. Create event calendars. Assign funds. Educate employees. Conduct events.
Recording and managing all events and activities associated with complying with environmental, health and 安全 standards. 创建 event calendars. Assign funds. Educate employees. 开展 events.
Record and manage EHS events
Administering the costs and benefits of EHS management program. Evaluate program costs to ensure that the benefits of the program always outweigh its costs.
Administering the costs and benefits of EHS management program. 评估 program costs to ensure that the benefits of the program always outweigh its costs.
Manage EHS costs and benefits
管理 EHS costs and benefits
Using performance techniques and indicators. Utilize number of audits or inspections performed, safety committee meetings, the number and types of findings and observations, timely preventive maintenance tasks performed, etc.
Using 绩效 techniques and indicators. Utilize number of audits or inspections performed, 安全 committee meetings, the number and types of findings and observations, timely preventive maintenance tasks performed, etc.
Measure and report EHS performance
Measure and report EHS 绩效
Implementing a program for organizing, coordinating, and directing available resources to respond to the event. Conduct a risk assessment to identify potential emergency scenarios in order to create a program that ensures that resources are on hand--or quickly available--in case of emergencies.
Implementing a program for organizing, coordinating, and directing available resources to respond to the event. 开展 a 风险 assessment to identify potential emergency scenarios in order to create a program that ensures that resources are on hand--or quickly available--in case of emergencies.
Implement emergency response program
实施 emergency response program
Implementing a program that reduces or eliminates the creation of pollutants through increased efficiency in the use of raw materials, energy, water, or other resources. Implement a program to inspect facilities that store, manufacture, or use hazardous, toxic, or polluting materials.
Implementing a program that reduces or eliminates the creation of pollutants through increased efficiency in the use of raw materials, energy, water, or other resources. 实施 a program to inspect facilities that store, manufacture, or use hazardous, toxic, or polluting materials.
Implement pollution prevention program
实施 pollution prevention program
Conducting programs such as on-the-job training sessions, group training workshops, and online training.
Conducting programs such as on-the-job 训练 sessions, group 训练 workshops, and online 训练.
Train and educate functional employees
Supporting employees in light of the organization's environmental, health, and safety policies and standards. Provide medical insurance, maternity leave, environmental education, training over safety, etc.
Supporting employees in light of the organization's environmental, health, and 安全 policies and standards. 提供 medical insurance, maternity leave, environmental education, 训练 over 安全, etc.
Provide EHS support
提供 EHS support
Assessing the capabilities and performance of existing products/services, in light of market opportunities. Examine performance of the existing line of products/services, including measures of profitability, penetration, and value delivered. Identify gaps between existing solutions' portfolio or their performance levels, on the one hand, and the current market demand, available technologies, and/or customer expectations, on the other. Consider opportunities in the present market environment and any relation with the performance. Consider input from professional services providers.
Assessing the capabilities and 绩效 of existing products/services, in light of market opportunities. Examine 绩效 of the existing line of products/services, including measures of profitability, penetration, and value delivered. 识别 gaps between existing solutions' portfolio or their 绩效 levels, on the one hand, and the current market demand, available technologies, and/or customer expectations, on the other. Consider opportunities in the present market environment and any relation with the 绩效. Consider input from professional services providers.
Evaluate performance of existing products/services against market opportunities
评估 绩效 of existing products/services against market opportunities
Checking the alignment of product/service portfolio, and its individual offerings, with the organization's overall strategy and planning for the development of new or revised solutions. Conduct reality checks on new product/service concepts prior to committing significant investment to ensure that the revamped solutions' portfolio is in line with the overall business strategy, aligns organizational processes for their development, and creates a plan for assimilating these changes in the organization's offerings. Enlist senior management executives.
Checking the 对齐 of product/service portfolio, and its individual offerings, with the organization's overall 战略 and planning for the development of new or revised solutions. 开展 reality checks on new product/service concepts prior to committing significant investment to ensure that the revamped solutions' portfolio is in line with the overall business 战略, aligns organizational processes for their development, and creates a plan for assimilating these 变更s in the organization's offerings. Enlist senior management executives.
Confirm alignment of product/service concepts with business strategy
Confirm 对齐 of product/service concepts with business 战略
Selecting from among the potential new/revised solutions and capitalizing on market opportunities so that they meet the cost and quality prerequisites. Create an index of product/service concepts, and arrange them in order of preference. Base prioritization on adherence to Plan and develop cost and quality targets [10073], and choose options that would comprise the revised solution portfolio.
Selecting from among the potential new/revised solutions and capitalizing on market opportunities so that they meet the cost and 质量 prerequisites. 创建 an index of product/service concepts, and arrange them in order of preference. Base prioritization on adherence to 规划 and develop cost and 质量 targets [10073], and choose options that would comprise the revised solution portfolio.
Prioritize and select new product/service concepts
排定优先级 and select new product/service concepts
Setting prerequisites for the cost of development and quality standards for the new solutions' portfolio and/or its individual offerings. Set targets for the budget and quality standards for the revamped portfolio of solution offerings. Prepare a plan for the outlay required for revising and adding new product/services. Identify intended levels of quality for these, bearing in mind the existing standards of solutions offered by the organization and its competitors. Enlist senior management executives, particularly those responsible for finance and budgeting, product/service design, manufacturing/processing, delivery, and quality control.
Setting prerequisites for the cost of development and 质量 standards for the new solutions' portfolio and/or its individual offerings. Set targets for the budget and 质量 standards for the revamped portfolio of solution offerings. 准备 a plan for the outlay required for revising and adding new product/services. 识别 intended levels of 质量 for these, bearing in mind the existing standards of solutions offered by the organization and its competitors. Enlist senior management executives, particularly those responsible for finance and budgeting, product/service design, manufacturing/processing, delivery, and 质量 control.
Plan and develop cost and quality targets
规划 and develop cost and 质量 targets
Determining the individual and collective timeframe for realizing new/revised solutions. Create a schedule that clearly demarcates the timeframes designated for the development of every new solution and/or revising each of the existing ones. Create a timetable by setting deadlines for each step in overhauling the product/service portfolio.
Determining the individual and collective timeframe for realizing new/revised solutions. 创建 a schedule that clearly demarcates the timeframes designated for the development of every new solution and/or revising each of the existing ones. Create a timetable by setting deadlines for each step in overhauling the product/service portfolio.
Specify development timing targets
Developing a programmatic procedure for changing products/services while paying heed to all stakeholders involved and the prerequisites identified. Create a plan for changing the existing portfolio of solution offerings. Develop a systematic program for the design, processing, and delivery of the new product/service concepts. Construct project-flow diagrams. Identify the stakeholders involved and personnel responsible for each stage, as well as the necessary decisions. Earmark the budgetary outlay, and conduct any strategic planning required.
Developing a programmatic procedure for changing products/services while paying heed to all stakeholders involved and the prerequisites identified. 创建 a plan for changing the existing portfolio of solution offerings. 开发 a systematic program for the design, processing, and delivery of the new product/service concepts. Construct project-flow diagrams. 识别 the stakeholders involved and personnel responsible for each stage, as well as the necessary decisions. Earmark the budgetary outlay, and conduct any strategic planning required.
Plan for product/service offering modifications
规划 for product/service offering modifications
Developing a program and managing a perspective for new product/service introduction and launch.
Develop plan for new product/service development and introduction/launch
开发 plan for new product/service development and introduction/launch
Launching revamped product/service portfolio in to the market. Introduction in to the marketplace is done by deploying effective channels for marketing, sales, delivery, and after-sales servicing. Introduce new/revised solution offerings in a concerted effort. Coordinate a cross-functional effort.
Launching revamped product/service portfolio in to the market. Introduction in to the marketplace is done by deploying effective channels for marketing, sales, delivery, and after-sales servicing. Introduce new/revised solution offerings in a concerted effort. 协调 a cross-functional effort.
Introduce new products/services
Removing nonconforming products and services. Withdraw those products/services that do not conform to market realities and are not positioned to take advantage of prevailing opportunities. Coordinate with processing/delivery teams within the organization and key stakeholders in the supply chain. Create mechanisms for continued after-sales servicing, as well as deploy effective public relations efforts in order to preserve the image and goodwill of the organization through the process.
Removing nonconforming 产品和服务. Withdraw those products/services that do not conform to market realities and are not positioned to take advantage of prevailing opportunities. 协调 with processing/delivery teams within the organization and key stakeholders in the 供应链. 创建 mechanisms for continued after-sales servicing, as well as deploy effective public relations efforts in order to preserve the image and goodwill of the organization through the process.
Retire outdated products/services
Attuning the performance measures of products/services to better reflect the revamped portfolio of solution offerings. Revise the parameters used to measure performance, apropos the organization's product/service offerings. (Modify these standards in consideration of the changes made to the portfolio by Introduce new products/services [10077] and Retire outdated products/services [10078].)
Attuning the 绩效 measures of products/services to better reflect the revamped portfolio of solution offerings. Revise the parameters used to measure 绩效, apropos the organization's product/service offerings. (Modify these standards in consideration of the 变更s made to the portfolio by Introduce new products/services [10077] and Retire outdated products/services [10078].)
Identify and refine performance indicators
识别 and refine 绩效 indicators
Measuring the performance of marketing once the product/services are launched. This broadly covers measuring user engagement and product's/service's performance in the market.
Measuring the 绩效 of marketing once the product/services are launched. This broadly covers measuring user engagement and product's/service's 绩效 in the market.
Carry out post launch analytics to test the acceptability in the market
Conducting customer and market analysis to review progress and identify opportunities for increasing market position. Track and review product/service response through sales reports, website statistics, direct response from customers, and survey reports.
Conducting customer and market analysis to review progress and identify opportunities for increasing market position. 跟踪 and review product/service response through sales reports, website statistics, direct response from customers, and survey reports.
Review market performance
审查 market 绩效
Determining the performance of supply chain to all departments and logistics from input to shop floor. Seeking performance reviews at each intersection and communication channels. Review effectiveness of supply chain and distribution to check if it is meeting the demands of the various groups and organizations that are concerned with its activities (groups might include customers, partners, suppliers, and vendors).
Determining the 绩效 of 供应链 to all departments and logistics from input to shop floor. Seeking 绩效 reviews at each intersection and communication channels. 审查 effectiveness of 供应链 and distribution to check if it is meeting the demands of the various groups and organizations that are concerned with its activities (groups might include customers, partners, suppliers, and vendors).
Review effectiveness of supply chain and distribution network
审查 effectiveness of 供应链 and distribution network
Collecting and examining raw data with the purpose of drawing conclusions about that information and correlate gaps and efficiencies to the existing supply chain channels. Apply the information to make better business decisions to the related supply chain methodologies to meet efficiency.
Collecting and examining raw data with the purpose of drawing conclusions about that information and correlate gaps and efficiencies to the existing 供应链 channels. Apply the information to make better business decisions to the related 供应链 methodologies to meet efficiency.
Apply data and analytics to review supply chain methodologies
Apply data and analytics to review 供应链 methodologies
Identifying the quality and performance of the product/service delivered to customers. Analyze data from the customer feedback, audits, measures of customer satisfaction (such as product quality complaints and recalls), and organizational policies on delivery.
Identifying the 质量 and 绩效 of the product/service delivered to customers. 分析 data from the customer feedback, audits, measures of customer satisfaction (such as product 质量 complaints and recalls), and organizational policies on delivery.
Review quality and performance of the product/service
审查 质量 and 绩效 of the product/service
Evaluating organization's financial reports and financial reporting processes. Review and document the ROI catered by the product/service delivery to the customer in the market.
Evaluating organization's financial reports and financial reporting processes. 审查 and document the ROI catered by the product/service delivery to the customer in the market.
Conduct financial review
开展 financial review
Analyzing the steps involved in the development of new product, its effect on existing product, resources, and functions related to the development of the new product until its sale in the competitive market place.
Conduct new product development process assessment
开展 new product development process assessment
Conducting necessary performance reviews on enforcement of processes and steps to ensure protection. Determine policies and reviews for Manage patents, copyrights, and regulatory requirements [19985].
Conducting necessary 绩效 reviews on enforcement of processes and steps to ensure protection. Determine policies and reviews for 管理 patents, copyrights, and regulatory requirements [19985].
Conduct mandatory and elective reviews
开展 mandatory and elective reviews
Reviewing activities in regards to patentability and infringement. The usage of Open Source in commercial product development will be reviewed in regard to licensing, community development, etc.
Review infringement of patents and copyrights
审查 infringement of patents and copyrights
Determining the business need for patents and copyrights. The patents and copyrights are managed by Manage copyrights and patents [11062].
Determining the business need for patents and copyrights. The patents and copyrights are managed by 管理 copyrights and patents [11062].
Determine patent and copyright needs
Defining sourcing and procurement requirements for new product technical documentation management. Make sourcing-based decisions that identify the capabilities that will be required in order to launch the new product. This documentation will be used to support the product following entry into service. It is compiled and managed in Manage product and process related data [12082], but the capability to manage and maintain this documentation must be defined and established.
Defining sourcing and procurement requirements for new product technical documentation management. Make sourcing-based decisions that identify the capabilities that will be required in order to launch the new product. This documentation will be used to support the product following entry into service. It is compiled and managed in 管理 product and process related data [12082], but the capability to manage and maintain this documentation must be defined and established.
Define product technical documentation management requirements
定义 product technical documentation management requirements
Conducting training and impart learning to existing and new employees. Training will relate to the most recent/enforced regulations of the business to meet Manage regulatory requirements [12771].
Conducting 训练 and impart learning to existing and new employees. 训练 will relate to the most recent/enforced regulations of the business to meet 管理 regulatory requirements [12771].
Train employees on appropriate regulatory requirements
Identifying steps and procedures to manage and regularly update the records for regulatory agencies. Updates will be made to safety procedures, identity and access management, software tools and applications, internal accessibility policies, internal quality parameters, etc.
Identifying steps and procedures to manage and regularly update the records for regulatory agencies. Updates will be made to 安全 procedures, identity and access management, software tools and applications, internal accessibility policies, internal 质量 parameters, etc.
Maintain records for regulatory agencies
维护 records for regulatory agencies
Determine and follow the timely input and update of regulatory information by assessing reforms, regulatory policies, and guidelines.
Manage regulatory submission life cycle
管理 regulatory submission life cycle
Controlling the details of materials' storage and utilization, supplier details linked to materials, in a defined sequential manner and ensuring regular updates with permissible accessibility.
Manage materials master lists
管理 materials master lists
Determining the requests pertaining to data accessibility. Review the requester details based on internal data security policies and permit data access only if internal policies and data access parameters are met.
Determining the requests pertaining to data accessibility. 审查 the requester details based on internal data 安全 policies and permit data access only if internal policies and data access parameters are met.
Review and approve data access requests
审查 and approve data access requests
Managing the purchase details/bills through regular and error free updates to applications. Create manual entries wherever necessary and ensure timely review of the laid processes and systems.
Managing the purchase details/bills through regular and error free updates to applications. 创建 manual entries wherever necessary and ensure timely review of the laid processes and systems.
Manage bills of material
管理 bills of material
Controlling and executing the flow of operations from raw form to finished product in a defined format using industry applications/routing sheets for the specific product/service layout.
Manage routings
管理 routings
Direct, supervise, and control the product/service details necessary to execute the process. Adhere to details and descriptions for product/service through identified or guided parameters towards final outcome in the market with due critical analysis formed on organizational objectives.
Manage specifications
管理 specifications
Administering the specifications of the product/service and ensure accessibility for product alteration/new product development.
Manage drawings
管理 drawings
Controlling the details of the product and the input materials. Manage classification throughout the production process, and for future accessibility to new product development or product enrichment.
Controlling the details of the product and the input materials. 管理 classification throughout the production process, and for future accessibility to new product development or product enrichment.
Manage product/material classification
管理 product/material classification
Determining procedures required to assess the sustainability of defined criterion for product/service delivery to customers. Retain results for further review as a procedural practice.
Determining procedures required to assess the 可持续发展 of defined criterion for product/service delivery to customers. Retain results for further review as a procedural practice.
Develop and maintain quality/inspection documents
开发 and maintain 质量/inspection documents
Directing and handling data with respect to the procedures followed across different functions and mission critical applications.
Maintain process specification data
维护 process specification data
Identifying and handling data accessed by the permitted touch points. Ensure that no data is accessible to any unnecessary recipient. Data flow should be controlled through secured access and free from unauthorized access.
Manage traceability data
管理 traceability data
AI-era activity: AI-Powered Product Design.
AI-era activity: AI-Powered Product 设计.
AI-Powered Product Design
AI-Powered Product 设计
Determining new technologies to revise the portfolio of solution offerings. Identify recently developed technological advances that can be leveraged in the development or advancement of the organization's product/service portfolio. Enlist senior management in conjunction with personnel responsible for the design, processing, and delivery of products/services. Have the organization's research division(s) carry out the process.
Determining new technologies to revise the portfolio of solution offerings. 识别 recently developed technological advances that can be leveraged in the development or advancement of the organization's product/service portfolio. Enlist senior management in conjunction with personnel responsible for the design, processing, and delivery of products/services. Have the organization's research division(s) carry out the process.
Identify new technologies
识别 new technologies
Developing new technologies from scratch to integrate into a revised portfolio of solutions. Develop new technological processes, models, and/or implements in-house, with the objective of improving existing solutions or creating new ones. Consider market realities, as well as the portfolio of products/services. Assess the results in conjunction with senior executives and personnel responsible for the design, processing, and delivery of these solutions. Engage the R&D function, and consider external sources such as offshore providers, specialized research agencies, and crowdsourcing communities.
Developing new technologies from scratch to integrate into a revised portfolio of solutions. 开发 new technological processes, 模型s, and/or implements in-house, with the objective of improving existing solutions or creating new ones. Consider market realities, as well as the portfolio of products/services. 评估 the results in conjunction with senior executives and personnel responsible for the design, processing, and delivery of these solutions. Engage the R&D function, and consider external sources such as offshore providers, specialized research agencies, and crowdsourcing communities.
Develop new technologies
开发 new technologies
Appraising the feasibility of integrating new technologies, whether developed as a custom solution or adopted from an external source, into revised portfolio of solution offerings. Examine recently developed technological advances for suitability to incorporate them into the concept of revised and/or new solution offerings. Enlist senior management, in consultation with in-house personnel responsible for the design, processing, and delivery of these solutions, as well as key supply-chain stakeholders.
Assess feasibility of integrating new leading technologies into product/service concepts
评估 feasibility of integrating new leading technologies into product/service concepts
Collecting necessary items, documents, regulatory requirements, etc., based on Generate and define new product/service ideas [19698]
Gather new product/service ideas and requirements
Assessing and reviewing the concepts and requirements of Generate and define new product/service ideas [19698]
Analyze new product/service ideas and requirements
分析 new product/service ideas and requirements
Assessing and reviewing the required inputs and necessary elements such as automation, technology, hardware installation, regulatory requirements, certifications, etc., for new products/services through defined process and analysis.
Assessing and reviewing the required inputs and necessary elements such as 自动化, technology, hardware installation, regulatory requirements, certifications, etc., for new products/services through defined process and analysis.
Evaluate new product/service inputs and requirements
评估 new product/service inputs and requirements
Devising ideas and elements necessary for thoughts on new product/service development.
Formulate new product/service concepts
Defining potential enhancements to current products/services in order to take advantage of a shift in market expectations. Identify how the existing line of products/services may be revised--through enhancements to individual solutions or across-the-board renovations--in order to capitalize on present opportunities in the market.
Defining potential enhancements to current products/services in order to take advantage of a shift in market expectations. 识别 how the existing line of products/services may be revised--through enhancements to individual solutions or across-the-board renovations--in order to capitalize on present opportunities in the market.
Identify potential improvements to existing products and services
识别 potential improvements to existing 产品和服务
Determining the operations of functions related to the product/service in the marketing environment.
Define basic functional requirements
定义 basic functional requirements
Determining the ability of products and services to work together, exchange and use information in a multi-vendor, multi-network, and multi-service environment.
Determining the ability of 产品和服务 to work together, ex变更 and use information in a multi-vendor, multi-network, and multi-service environment.
Derive interoperability requirements for products and services
Derive interoperability requirements for 产品和服务
Developing safety requirements in line with environmental safety, occupational health and safety, and community health and safety guidelines.
Developing 安全 requirements in line with environmental 安全, occupational health and 安全, and community health and 安全 guidelines.
Derive safety requirements for products and services
Derive 安全 requirements for 产品和服务
Implementing security requirements through authentication and encryption of CE device data stream. Utilize security measures such as cryptographic protocols and hardware security (smart cards).
Implementing 安全 requirements through authentication and encryption of CE device data stream. Utilize 安全 measures such as cryptographic protocols and hardware 安全 (smart cards).
Derive security requirements for products and services
Meeting regulatory requirements set forth by such directives as RoHS, WEEE, ELV, and REACH.
Derive regulatory compliance requirements
Derive regulatory 合规 requirements
Complying with consumer electronic industry standards developed by the Consumer Technology Association (CTA).
Derive requirements from industry standards
Identifying and creating steps and tools to develop the user experience.
Develop user experience requirements
开发 user experience requirements
Productizing the service by defining the scope of the service/cost. Target market for the service and make the service more tangible.
Derive ‘services-as-a-product’ offering
Defining SLAs (Service Level Agreement) and service level KPIs (Key Performance Indicator).
Defining SLAs (服务水平 Agreement) and 服务水平 KPIs (Key 绩效 Indicator).
Define post launch support model
定义 post launch support 模型
Establishing areas of growth and further development of product/service mix, customization, market based changes, etc., to further demonstrate value to the customer in the competition.
Establishing areas of growth and further development of product/service mix, customization, market based 变更s, etc., to further demonstrate value to the customer in the competition.
Identify product/service bundling opportunities
识别 product/service bundling opportunities
AI-era activity: Generative AI for Content Creation.
AI-era activity: Generative AI for 内容 Creation.
Generative AI for Content Creation
Generative AI for 内容 Creation
Determining essential elements for collaborators involved in blueprint/development of product/service.
Identify requirements for product/service design/development partners
识别 requirements for product/service design/development partners
Creating the new manufacturing/delivery processes for the new products/services, and testing them to ensure proper functioning. Create the production/delivery process for the prototypes that have been built for the new products/services. Conduct trial-runs to test these processes and their integration with the organization's other processes.
Creating the new manufacturing/delivery processes for the new products/services, and testing them to ensure proper functioning. 创建 the production/delivery process for the prototypes that have been built for the new products/services. 开展 trial-runs to test these processes and their integration with the organization's other processes.
Develop and test prototype production and/or service delivery process
开发 and test prototype production and/or service delivery process
Eliminating any problems relating to utility of the product/service over the course of its expected lifetime. Tweak the prototype in order to comply with the required quality and reliability standards. Further refine the prototype, so it may be subjected to testing.
Eliminating any 问题s relating to utility of the product/service over the course of its expected lifetime. Tweak the prototype in order to comply with the required 质量 and reliability standards. Further refine the prototype, so it may be subjected to testing.
Eliminate quality and reliability problems
Eliminate 质量 and reliability 问题s
Carrying out an in-house appraisal of the prototypes in order to validate design and feasibility. Test the product/service prototypes to confirm their compliance with design and usability standards. Corroborate the viability of the design, and validate the feasibility of their production. Identify any areas for improvement.
Carrying out an in-house appraisal of the prototypes in order to validate design and feasibility. 测试 the product/service prototypes to confirm their 合规 with design and usability standards. Corroborate the viability of the design, and validate the feasibility of their production. 识别 any areas for improvement.
Conduct in-house product/service testing and evaluate feasibility
开展 in-house product/service testing and evaluate feasibility
Identifying performance parameters. Determine the parameters to measure performance of the design and development of the product/service concepts into prototypes.
Identifying 绩效 parameters. Determine the parameters to measure 绩效 of the design and development of the product/service concepts into prototypes.
Identify design/development performance indicators
识别 design/development 绩效 indicators
Interacting with suppliers and manufactures to determine design decisions. Collaborate with vendors, suppliers, contractors, and subcontractors to verify feasibility of co-producing the prototype's design. Ensure that efforts can be coordinated with other stakeholders in the organization's supply chain ecosystem at the time of manufacturing, producing, or packaging the finished product/service.
Interacting with suppliers and manufactures to determine design decisions. Collaborate with vendors, suppliers, contractors, and subcontractors to verify feasibility of co-producing the prototype's design. Ensure that efforts can be coordinated with other stakeholders in the organization's 供应链 ecosystem at the time of manufacturing, producing, or packaging the finished product/service.
Collaborate on design with suppliers and external partners
Preparing a business-level business case and a technical feasibility assessment in order to move the product/service projects forward. Weigh the costs and benefits of designing, developing, and evaluating the shortlisted product/service concepts. Prepare a business case to justify the product/service projects. Conduct a technical appraisal to ensure that the organization has the technical know-how and resources to further develop these concepts.
Preparing a business-level business case and a technical feasibility assessment in order to move the product/service projects forward. Weigh the costs and benefits of designing, developing, and evaluating the shortlisted product/service concepts. 准备 a business case to justify the product/service projects. 开展 a technical appraisal to ensure that the organization has the technical know-how and resources to further develop these concepts.
Prepare high-level business case and technical assessment
准备 high-level business case and technical assessment
Creating design specifications. Create specifications for the design of new or revised product/service concepts as a measure to meet during development. Have the senior functional-level solutioning or design staff create a framework of compliance standards for these products/services.
Creating design specifications. 创建 specifications for the design of new or revised product/service concepts as a measure to meet during development. Have the senior functional-level solutioning or design staff create a framework of 合规 standards for these products/services.
Develop product/service design specifications
开发 product/service design specifications
Determining the usability and user experience of products and the business impact it creates.
Develop user experience design specifications
开发 user experience design specifications
Providing warranty plan and pricing specifications for recommendation.
Provide warranty-related recommendations
提供 warranty-related recommendations
Documenting requirements to meet in the design of new or revised products/services. Specify technical, quality, and costing requirements, as well as ergonomic, safety, and servicing requirements for such products/services. Ensure the information presented can be understood by the personnel executing the design and includes examples, anecdotal references, and illustrations.
Documenting requirements to meet in the design of new or revised products/services. Specify technical, 质量, and costing requirements, as well as ergonomic, 安全, and servicing requirements for such products/services. Ensure the information presented can be understood by the personnel executing the design and includes examples, anecdotal references, and illustrations.
Document design specifications
Conducting any mandatory and elective appraisals of the product/service design specifications in order to ensure compliance with external standards. Carry out external reviews of specifications created for the development of new product/service designs. Conduct mandatory appraisals such as legal and regulatory, as well as any optional assessments that, for instance, pitch the specifications against industrial benchmarks.
Conducting any mandatory and elective appraisals of the product/service design specifications in order to ensure 合规 with external standards. Carry out external reviews of specifications created for the development of new product/service designs. 开展 mandatory appraisals such as legal and regulatory, as well as any optional assessments that, for instance, pitch the specifications against industrial benchmarks.
Conduct mandatory and elective external reviews
开展 mandatory and elective external reviews
Carrying out the steps necessary to appropriately manufacture correct parts. This includes designing application, product hardware, mold, casting, mechanical, and electrical aspects of the product.
Design for manufacturing
设计 for manufacturing
Creating product application service view to allow for product servicing and refurbishing.
Design for product servicing
设计 for product servicing
Replacing core components and republishing.
Design for re-manufacturing
设计 for re-manufacturing
Reviewing the design and approach for troubleshooting the product.
Review product troubleshooting methodology
审查 product troubleshooting methodology
Designing the BOM-Bill of material, manufacturing BOM and Service BOMA bill of materials list for all the raw materials and components/parts used in the producing end product.
Design and manage product data, design, and bill of materials
设计 and manage product data, design, and bill of materials
Designing hardware and software upgrade techniques.
Design for product upgrades
设计 for product upgrades
Building prototypes for shortlisted product/service concepts. Develop prototypes for those product/service concepts that have been identified for further development. Provide proof-of-concepts, and test any processes involved. Build prototypes in line with the design specifications already outlined. Enlist the solutioning and/or design staff.
Building prototypes for shortlisted product/service concepts. 开发 prototypes for those product/service concepts that have been identified for further development. 提供 proof-of-concepts, and test any processes involved. 构建 prototypes in line with the design specifications already outlined. Enlist the solutioning and/or design staff.
Build prototypes/proof of concepts
构建 prototypes/proof of concepts
Composing a detailed study of the market ecosystem in light of new products/services. Conduct a detailed analysis of the targeted market(s) in order to Introduce new products/services [10077]. Examine the competition, market size and growth rate, market trends, customer segments and their characteristics, market influencers, distribution channels, and profitability. Enlist in-house marketing and/or solutioning teams, or outsource to specialized professional services agencies.
Composing a detailed study of the market ecosystem in light of new products/services. 开展 a detailed analysis of the targeted market(s) in order to Introduce new products/services [10077]. Examine the competition, market size and growth rate, market trends, customer segments and their characteristics, market influencers, distribution channels, and profitability. Enlist in-house marketing and/or solutioning teams, or outsource to specialized professional services agencies.
Prepare detailed market study
准备 detailed market study
Conducting both qualitative and quantitative studies to determine the fit between the newly developed products/services and the customers. Conduct external tests of the new product/service, and then refine them to maximize the customer uptake. Gather feedback from prospective customers and targeted populations by conducting surveys, focus groups, interviews, and detailed studies. Enlist professional services such as public relations or market research organizations.
Conducting both qualitative and quantitative studies to determine the fit between the newly developed products/services and the customers. 开展 external tests of the new product/service, and then refine them to maximize the customer uptake. Gather feedback from prospective customers and targeted populations by conducting surveys, focus groups, interviews, and detailed studies. Enlist professional services such as public relations or market research organizations.
Conduct customer tests and interviews
开展 customer tests and interviews
Finalizing the characteristics of new products/services by appropriately weighing feedback from prospective customers against a cost-benefit analysis in order to produce a profitable business proposition. Refine the attributes of the newly developed products/services, in light of the feedback and insights collected during Conduct customer tests and interviews [10094]. Revisit the high-level business case to justify the resources assigned to the product/service project against the anticipated benefits.
Finalizing the characteristics of new products/services by appropriately weighing feedback from prospective customers against a cost-benefit analysis in order to produce a profitable business proposition. Refine the attributes of the newly developed products/services, in light of the feedback and insights collected during 开展 customer tests and interviews [10094]. Revisit the high-level business case to justify the resources assigned to the product/service project against the anticipated benefits.
Finalize product/service characteristics and business cases
Reassessing the technical requirements in light of the final product/service attributes. Revisit the technical assessment to revalidate the organization's capacity for progressing with new product/service projects, in light of the revised product/service characteristics.
Reassessing the technical requirements in light of the final product/service attributes. Revisit the technical assessment to revalidate the organization's 容量 for progressing with new product/service projects, in light of the revised product/service characteristics.
Finalize technical requirements
Developing and/or sourcing the essential machinery needed for creating purpose-built processes, as well as the raw materials, to produce the new products/services. Either design the equipment and materials needed internally, or source from external vendors. Obtain the feedstock or raw materials needed to prepare the finished products, as well as the machinery - hardware and software - needed to arrange production lines, factory operations, assemblies, and manufacturing processes. Revisit the technologies that underpin the new or revised products/services in order to source the right equipment and materials.
Design and obtain necessary capabilities/materials and equipment
设计 and obtain necessary capabilities/materials and equipment
Identifying any changes that need to be effectuated in the organization's internal processes for manufacturing, and delivering the newly developed products/services. Determine if any changes need to be made to the production and distribution processes, in light of the new products/services. Begin production process planning. Prepare for factory layout planning. Generate shop-floor instructions and changes to the supply chain.
Identifying any 变更s that need to be effectuated in the organization's internal processes for manufacturing, and delivering the newly developed products/services. Determine if any 变更s need to be made to the production and distribution processes, in light of the new products/services. Begin production process planning. 准备 for factory layout planning. Generate shop-floor instructions and 变更s to the 供应链.
Identify requirements for changes to manufacturing/delivery processes
识别 requirements for 变更s to manufacturing/delivery processes
Requesting changes in the production and/or delivery operations for processing the new or revised products/services. Rectify any problems identified in the manufacturing or delivery processes (through Monitor production runs [11417]). Seek changes in components, repair machinery, optimize production lines, and tweak factory assemblies through a formal notice to the concerned division, known as an engineering change order.
Requesting 变更s in the production and/or delivery operations for processing the new or revised products/services. Rectify any 问题s identified in the manufacturing or delivery processes (through 监控 production runs [11417]). Seek 变更s in components, repair machinery, optimize production lines, and tweak factory assemblies through a formal notice to the concerned division, known as an engineering 变更 order.
Request engineering/process change
Request engineering/process 变更
Regularly monitoring production runs of the production and/or delivery operations.
Regularly 监控 production runs of the production and/or delivery operations.
Monitor initial production runs
监控 initial production runs
Verifying the measures/processes/techniques through systems and tools involved in the introduction of products and services.
Verifying the measures/processes/techniques through systems and tools involved in the introduction of 产品和服务.
Validate launch procedures
验证 launch procedures
Establishing warranty policies to assure customers that the company will guarantee its warranties that it issues.
Determine and document warranty policies
Establishing and maintaining claims processing and routing rules. Establish and maintain claims processing and routing rules for product warranties, coverage lists, repair, fault, trouble codes, repair time setup, and warranty policy registration. This also includes rolling out the codes and rules, and the improvements/updates to these rules and codes via systematic updates.
Establishing and maintaining claims processing and routing rules. 建立 and maintain claims processing and routing rules for product warranties, coverage lists, repair, fault, trouble codes, repair time setup, and warranty policy registration. This also includes rolling out the codes and rules, and the improvements/updates to these rules and codes via systematic updates.
Create and manage warranty rules/claim codes for products
创建 and manage warranty rules/claim codes for products
Negotiating with manufacturers and dealers the obligations of each party in upholding warranties.
Agree on warranty responsibilities with suppliers
Informing customers about warranties that apply to promoted products or services.
Define warranty related offerings for customers
定义 warranty related offerings for customers
Communicating rules and updates via training manuals for new products and training resources.
Communicating rules and updates via 训练 manuals for new products and 训练 resources.
Communicate warranty policies and offerings
Establishing procedures to handle recalls of defective products.
Develop recall strategy
开发 recall 战略
Activity within ITIL practice 'Business Analysis'.
Activity within ITIL practice '业务分析'.
Analyze business needs and requirements
分析 business needs and requirements
Recommend solutions to business problems
Recommend solutions to business 问题s
Validate solution alignment with needs
验证 solution 对齐 with needs
Identifying the factors that drive the targeted market segment. Model customer purchasing patterns, and forecast their future purchasing behavior.
Identifying the factors that drive the targeted market segment. 模型 customer purchasing patterns, and forecast their future purchasing behavior.
Understand consumer needs and historical behaviors
Using customer segmentation tools to examine past customer behavior to predict future purchasing patterns.
Predict customer purchasing behavior
Determining the increase or decrease of the company's sales volume in the targeted markets. Conduct an analysis to determine the factors and underlying causes that affect the changes in the demand for products or services offered. Consider changes in offerings or in the business strategy to regain or increase the market share.
Determining the increase or decrease of the company's sales volume in the targeted markets. 开展 an analysis to determine the factors and underlying causes that affect the 变更s in the demand for products or services offered. Consider 变更s in offerings or in the business 战略 to regain or increase the market share.
Determine market share gain/loss
Examining large-scale shifts and trends, with relevance to the organization's products/services. Vet the industrial and larger market landscape to identify broad-based movements that could have a direct or tangential impact on the uptake of the organization's products/services. Examine, among other things, the market capitalization of similar products, the profitability of organizations offering competing products/services, the stock price of key vendors/suppliers in the organizational value-chain, the rate and scale of innovation activity in the organization's product/service category, the price and availability of raw materials, and the shelf-life of similar products/services. Conduct primary and secondary research, and consider enlisting professional services.
Examining large-scale shifts and trends, with relevance to the organization's products/services. Vet the industrial and larger market landscape to identify broad-based movements that could have a direct or tangential impact on the uptake of the organization's products/services. Examine, among other things, the market capitalization of similar products, the profitability of organizations offering competing products/services, the stock price of key vendors/suppliers in the organizational value-chain, the rate and scale of 创新 activity in the organization's product/service category, the price and 可用性 of raw materials, and the shelf-life of similar products/services. 开展 primary and secondary research, and consider enlisting professional services.
Analyze market and industry trends
分析 market and industry trends
Examining the strengths and weaknesses of competing organizations. Assess competing organizations for offerings, product strategy, marketing and delivery channels, etc. Analyze the usability experience, durability, USP, and other key attributes of competing and substitute products. Gather competitive intelligence, and consider enlisting professional services.
Examining the strengths and weaknesses of competing organizations. 评估 competing organizations for offerings, product 战略, marketing and delivery channels, etc. 分析 the usability experience, durability, USP, and other key attributes of competing and substitute products. Gather competitive intelligence, and consider enlisting professional services.
Analyze competing organizations, competitive/substitute products/services
分析 competing organizations, competitive/substitute products/services
Examining the brands owned and products offered in the market. Determine the relative position of the existing products/brands in the marketplace.
Evaluate existing products/services
评估 existing products/services
Understanding the culture and environment in which you're operating. Analyze how internal decision-making, thought processes, financial circumstances, and more affect the ability to bring new products to market. Survey or analyze the market into which the products would be introduced.
Understanding the culture and environment in which you're operating. 分析 how internal decision-making, thought processes, financial circumstances, and more affect the ability to bring new products to market. Survey or analyze the market into which the products would be introduced.
Assess internal and external business environment
评估 internal and external business environment
Attaching quantifiable indicators to opportunities that have been identified in the market. Compute estimated figures of the approximate value that can be captured with the provision of existing products/services (i.e., the extent of financial benefits that can be reaped in the market).
Quantify market opportunities
Determining which groups of potential customers do not yet, or already do have access to the product or a service that the company produces or markets. Use those findings to create specialized product offerings and differentiated marketing campaigns.
Identify under-served and saturated market segments
识别 under-served and saturated market segments
Creating an index of market opportunities, and arrange them in order of preference. Prioritize based on the opportunities' adherence to the overall business strategy. Correlate with the competencies and capacities that the organization, as a whole, processes.
Creating an index of market opportunities, and arrange them in order of preference. 排定优先级 based on the opportunities' adherence to the overall business 战略. Correlate with the competencies and capacities that the organization, as a whole, processes.
Prioritize opportunities consistent with capabilities and overall business strategy
排定优先级 opportunities consistent with capabilities and overall business 战略
Validating identified market opportunities by testing company's offerings on limited-size samples of the consumer population that are hypothesized to be representative of the target market at large and to have similar purchasing behavior. The feedback gained through consumer testing can be used to modify or reject product offerings before their full scale launch, saving the company valuable resources, should the initial offering not be successful.
Test with customers/consumers
测试 with customers/consumers
Verifying that the company has sufficient infrastructure and resources to deliver their offerings in a timely and cost-effective manner, and that it is able to scale up from the small-scale market samples, used for consumer testing, to the entire identified market segment.
Verifying that the company has sufficient 基础设施 and resources to deliver their offerings in a timely and cost-effective manner, and that it is able to scale up from the small-scale market samples, used for consumer testing, to the entire identified market segment.
Confirm internal capabilities
AI-era activity: AI-Driven Customer Segmentation.
AI-Driven Customer Segmentation
Defining problem(s) that the organization's products/services solve for the customers, thereby determining how they are positioned in the market. Refine the product/service concepts from the perspective of customers. Succinctly outline the problem the organization's offerings solves for the customers, making a case for why the customer should buy a product or use a service. Define the offering's unique value.
Defining 问题(s) that the organization's products/services solve for the customers, thereby determining how they are positioned in the market. Refine the product/service concepts from the perspective of customers. Succinctly outline the 问题 the organization's offerings solves for the customers, making a case for why the customer should buy a product or use a service. 定义 the offering's unique value.
Define offering and positioning
定义 offering and positioning
Boosting the attractiveness of products/services to the targeted customers, and creating a unique brand projection around these features. Identify and enhance those product/service features that reinforce the attractiveness of these offerings, for these segment of customers. Underscore the perceived value delivered to the customers by clearly specifying the relevance and desirability of these products/services. Once it has been clarified how the organization's offerings meet the customer's expectations or deliver specific benefits, position the brands around these benefits.
Boosting the attractiveness of products/services to the targeted customers, and creating a unique brand projection around these features. 识别 and enhance those product/service features that reinforce the attractiveness of these offerings, for these segment of customers. Underscore the perceived value delivered to the customers by clearly specifying the relevance and desirability of these products/services. Once it has been clarified how the organization's offerings meet the customer's expectations or deliver specific benefits, position the brands around these benefits.
Develop value proposition including brand positioning for target segments
开发 value proposition including brand positioning for target segments
Validating the desirability of the perceived value delivered by the organization's offerings, to the targeted customer segment. Substantiate the value of the benefits accrued to the customers through the organization's offerings. Justify the value proposition in light of the targeted segments by gathering feedback (using teaser demonstrations, surveys, interviews, primary research studies, and customer case studies). Corroborate the benefits of the organization's offerings.
Validate value proposition with target segments
验证 value proposition with target segments
Analyzing external social and digital feedback related to brands to assess public perception, sentiment trends, and emerging reputation risks or opportunities, and to inform brand positioning and management decisions.
Analyzing external social and digital feedback related to brands to assess public perception, sentiment trends, and emerging reputation 风险s or opportunities, and to inform brand positioning and management decisions.
Conduct brand level social sentiment analysis
开展 brand level social sentiment analysis
Defining brand-specific marketing direction, priorities, and strategic choices to support brand introduction, growth, positioning, and ongoing performance within the broader marketing strategy.
Defining brand-specific marketing direction, priorities, and strategic choices to support brand introduction, growth, positioning, and ongoing 绩效 within the broader marketing 战略.
Develop marketing strategy for new and existing brands
开发 marketing 战略 for new and existing brands
Establishing the desired brand value, differentiation, and market perception relative to competitors and target audiences, including the attributes and associations the brand is intended to represent.
Define brand equity position
定义 brand equity position
Evaluating brand performance against defined objectives and expectations to inform brand positioning adjustments, investment decisions, and ongoing brand management actions.
Evaluating brand 绩效 against defined objectives and expectations to inform brand positioning adjustments, investment decisions, and ongoing brand management actions.
Assess brand performance management
评估 brand 绩效 management
Analyzing marketing objectives, consumer demand, product attributes, competitors' pricing, and economic trends to determine optimum prices for the set of products and services that the company offers or intends to offer by delivering maximum ROI.
Analyzing marketing objectives, consumer demand, product attributes, competitors' pricing, and economic trends to determine optimum prices for the set of 产品和服务 that the company offers or intends to offer by delivering maximum ROI.
Conduct pricing analysis
开展 pricing analysis
Creating a framework that allows for a uniform methodology while determining the price of individual offerings. Devise a blueprint for establishing the pricing of specific products/services. Create guidelines that factor in the cost of production/servicing, price sensitivity, product lifecycle, and the price of competing/substitute products.
Creating a framework that allows for a uniform methodology while determining the price of individual offerings. Devise a blueprint for establishing the pricing of specific products/services. 创建 guidelines that factor in the cost of production/servicing, price sensitivity, product lifecycle, and the price of competing/substitute products.
Establish guidelines for applying pricing and discounting of products/services
建立 guidelines for applying pricing and discounting of products/services
Determining optimum prices for individual products or services on the basis of the cost of producing, distributing and marketing the offerings, pricing analysis and general pricing strategy.
Determining optimum prices for individual products or services on the basis of the cost of producing, distributing and marketing the offerings, pricing analysis and general pricing 战略.
Establish pricing targets
建立 pricing targets
Confirming the strategy and specifications developed for pricing the organization's products/services. Approve pricing guidelines by vetting the soundness of the methodology and the guidelines' alignment with the value proposition.
Confirming the 战略 and specifications developed for pricing the organization's products/services. Approve pricing guidelines by vetting the soundness of the methodology and the guidelines' 对齐 with the value proposition.
Approve pricing strategies/policies and targets
Deciding which distributors, wholesalers and retailers the company will use to promote its offerings and to distribute its products and services to the target market. Narrowing down which intermediaries the company will use will affect retail prices of individual products, and should therefore be included in the pricing analysis.
Deciding which distributors, wholesalers and retailers the company will use to promote its offerings and to distribute its 产品和服务 to the target market. Narrowing down which intermediaries the company will use will affect retail prices of individual products, and should therefore be included in the pricing analysis.
Determine channels to be supported
Identifying the role that each chosen marketing channels plays in the larger distribution network with respect to the organizational marketing strategy. Determine intermediary costs for shipping, handling, transporting, warehousing, insurance and marketing that incur and accumulate in the distribution channel.
Identifying the role that each chosen marketing channels plays in the larger distribution network with respect to the organizational marketing 战略. Determine intermediary costs for shipping, handling, transporting, warehousing, insurance and marketing that incur and accumulate in the distribution channel.
Establish channel objectives
建立 channel objectives
Analyze the various channels for their relevance to the targeted segments. Identify the channel that can effectively market to the targeted customers in regard to the drives, desires, and characteristics of these populations, their uptake, extent of engagement, frequency of use, and effectiveness in communicating.
分析 the various channels for their relevance to the targeted segments. 识别 the channel that can effectively market to the targeted customers in regard to the drives, desires, and characteristics of these populations, their uptake, extent of engagement, frequency of use, and effectiveness in communicating.
Determine channel role and fit with target segments
Choose the most pertinent marketing channel for the targeted segments (based on Determine channel fit with target segments [10127]).
Select channels for target segments
选择 channels for target segments
Determining the maximum output rate required from a distribution channel to optimally market and deliver the products and services the company offers or would like to offer. Ideally, a channel should be able to adapt to a certain degree of variability in the demand for the offerings, and able scale up if needed.
Determining the maximum output rate required from a distribution channel to optimally market and deliver the 产品和服务 the company offers or would like to offer. Ideally, a channel should be able to adapt to a certain degree of variability in the demand for the offerings, and able scale up if needed.
Identify required channel capabilities
识别 required channel capabilities
Assessing the attributes of all marketing channels, and evaluating the key partners in those channels. Closely examine the various characteristics of all available marketing channels such as the cost of using them, durability of impact, applicability to the organization's products/services, turn-around time, involvement of middlemen, and conversion rate. Analyze key partners in the marketing channels including those who have been associated with the organization; evaluate their capabilities, the scale and scope of their operations, quality of support provided, etc.
Assessing the attributes of all marketing channels, and evaluating the key partners in those channels. Closely examine the various characteristics of all available marketing channels such as the cost of using them, durability of impact, applicability to the organization's products/services, turn-around time, involvement of middlemen, and conversion rate. 分析 key partners in the marketing channels including those who have been associated with the organization; evaluate their capabilities, the scale and scope of their operations, 质量 of support provided, etc.
Evaluate channel attributes and potential partners
评估 channel attributes and potential partners
Devising a strategy to market company's products or services seamlessly through all or most channels that are in widespread use among the target market. This may mean cross-channel access to customer preferences and purchasing history to accept returned merchandise, provide refunds, resolve payment issues or to provide technical support.
Devising a 战略 to market company's products or services seamlessly through all or most channels that are in widespread use among the target market. This may mean cross-channel access to customer preferences and purchasing history to accept returned merchandise, provide refunds, resolve payment issues or to provide technical support.
Define omni-channel strategy
定义 omni-channel 战略
Identifying necessary preconditions that a channel should fulfill in order to be included as one of the adopted channels, such as required throughput capacities, service capabilities, competitive pricing, and alignment with organizational marketing strategies.
Identifying necessary preconditions that a channel should 履约 in order to be included as one of the adopted channels, such as required throughput capacities, service capabilities, competitive pricing, and 对齐 with organizational marketing strategies.
Define omni-channel requirements
定义 omni-channel requirements
Determining the detailed policies and procedures that each of the channels needs to follow in order to conform to the organizational marketing strategy and to provide seamless customer service experience.
Determining the detailed policies and procedures that each of the channels needs to follow in order to conform to the organizational marketing 战略 and to provide seamless 客户服务 experience.
Develop omni-channel policies and procedures
开发 omni-channel policies and procedures
Determining the actions that need to be taken for successful multichannel marketing, the ordering, timing and dependencies of the steps, and the governance mechanism for reviewing and changing the protocol, if needed.
Determining the actions that need to be taken for successful multichannel marketing, the ordering, timing and dependencies of the steps, and the 治理 mechanism for reviewing and changing the protocol, if needed.
Develop and manage execution roadmap
开发 and manage execution roadmap
Establishing and overseeing the strategic role, structure, and positioning of marketing channels and customer engagement formats, including how they are used to reach target audiences, deliver brand experiences, and support overall marketing objectives.
Define and manage channel/store format strategy
定义 and manage channel/store format 战略
Determining measurable parameters to be used for comparing the performance of different marketing channels. Decide on benchmarks and values for optimum or desired performance.
Determining measurable parameters to be used for comparing the 绩效 of different marketing channels. Decide on benchmarks and values for optimum or desired 绩效.
Establish channel-specific measures and targets
建立 channel-specific measures and targets
Tracking trends and changes in performance inside individual marketing channels and in channels collectively. Summarize and document results. Alert relevant parties about significant or unexpected deviations from expected behaviors.
Tracking trends and 变更s in 绩效 inside individual marketing channels and in channels collectively. Summarize and document results. Alert relevant parties about significant or unexpected deviations from expected behaviors.
Monitor and report performance
监控 and report 绩效
Analyzing the factors and circumstances that influence desired outcomes. Communicate core findings to relevant parties.
Monitor and report events influencing factors
监控 and report events influencing factors
Conducting an analysis to review channel performance with respect to chosen metrics, benchmarks and performance targets [16573]. Compare to past performance and forecasts for the channel.
Conducting an analysis to review channel 绩效 with respect to chosen metrics, benchmarks and 绩效 targets [16573]. Compare to past 绩效 and forecasts for the channel.
Analyze channel performance
分析 channel 绩效
Devising a course of action to be taken to improve under-performing channels and to promote or expand channels that surpass expectations.
Develop plan for channel improvements
开发 plan for channel improvements
Timing and scheduling the delivery of marketing messages to maximize their impact on customer purchasing behavior. Integrate individual messages to larger marketing campaigns and to seasonal purchasing patterns.
Develop customer communication calendar
开发 customer communication calendar
Deciding how to promote and maintain a favorable public image of the company in the eyes of its employees, customers, investors, suppliers, politicians or the general public. This may involve various means but is frequently conducted through publicity, education, corporate social responsibility, charitable causes or civic engagements.
Define public relations (PR) strategy
定义 public relations (PR) 战略
Devising a master plan how to select potential customers or qualified clients for customized offers, and contact them on one-to-one basis through chat, phone, email or regular mail. The strategy would need to take into account that personalizing offers and contacting customers individually is an effective but resource-intensive marketing technique, and that ill-targeted offers risk at angering and alienating the contactees.
Devising a master plan how to select potential customers or qualified clients for customized offers, and contact them on one-to-one basis through chat, phone, email or regular mail. The 战略 would need to take into account that personalizing offers and contacting customers individually is an effective but resource-intensive marketing technique, and that ill-targeted offers 风险 at angering and alienating the contactees.
Define direct marketing strategy
定义 direct marketing 战略
Developing a program to promote the objectives, values, products and services of the company to its employees by treating them as potential customers, in order to extend company client base, increase employee engagement or to foster brand advocacy.
Developing a program to promote the objectives, values, 产品和服务 of the company to its employees by treating them as potential customers, in order to extend company client base, increase employee engagement or to foster brand advocacy.
Define internal marketing communication strategy
定义 internal marketing communication 战略
Finding emerging media based on digital or other technologies that would enable the company to increase the speed and volume of marketing communications, to make communications more interactive and to customize promotional messages more easily to the target audience, thus rendering them more effective.
Identify new media for marketing communication
识别 new media for marketing communication
Developing a marketing strategy that is maximally effective in a new or emerging media channel by capitalizing on its novel attributes and capabilities.
Developing a marketing 战略 that is maximally effective in a new or emerging media channel by capitalizing on its novel attributes and capabilities.
Define new media communication strategy
定义 new media communication 战略
Establishing a framework for coordinated marketing to increase the profitability and increase brand awareness at the point of sale. This may include promotional posters on product shelves or island displays, advertisements in shopping carts, stickers on the floor that lead consumers to the promoted product, multi-buy promotions, coupons on sales receipts, etc.
Define point of sale (POS) communication strategy
定义 point of sale (POS) communication 战略
Establishing standardized procedures for effective communication that maximizes ROI, promotes brand awareness and respects customers. In its simplest form, it includes a message (what is to be said), a target (to whom the message is reaching) and a medium or a channel (where the message is to be said).
Define communication guidelines and mechanisms
定义 communication guidelines and mechanisms
Devising procedures and mechanisms to retain existing customers, promote repeat business and increase the likelihood that previous customers to continue to buy products or services from the company. This may be achieved by rewarding customers for repeat business by means of gifts, discounts, redeemable "points", or prioritized access to new products, events or services.
Define customer loyalty program
定义 customer loyalty program
Convincing customers to register their personal information with the company and be assigned a unique identifier that they use when making purchases. The identifier makes it easier for the company to track customer purchases. Customers are rewarded by various incentives that encourage repeat business [20007].
Acquire members to customer loyalty program
Building deeper relationships between a customer and a brand in order to promote customer loyalty and derive repeat business. Besides making frequent purchases, highly engaged customers refer family, friends and colleagues to make purchases as well, consume and re-broadcast promotional materials, provide feedback to the purchases they make and do not support competing brands.
Build engagement and relationship with members
构建 engagement and relationship with members
Surveying and tracking the benefits of customer loyalty programs both for the company and for customers. Compare with comparable loyalty programs instituted in competitor companies. Propose changes as needed to keep up with market trends.
Surveying and tracking the benefits of customer loyalty programs both for the company and for customers. Compare with comparable loyalty programs instituted in competitor companies. Propose 变更s as needed to keep up with market trends.
Monitor customer loyalty program benefits to the enterprise and the customer
监控 customer loyalty program benefits to the enterprise and the customer
Enhancing the customer loyalty program so that it will yield maximum value both for the company and for the patrons enrolled in the program, increasing customer retention and continued engagement.
Optimize loyalty program value to both the enterprise and the customer
优化 loyalty program value to both the enterprise and the customer
Determining what to achieve by marketing. Create qualitative and quantitative targets. Establish metrics to track performance (for individual Market segments [10109] and Channels for target segments [10129]). Enlist the head of marketing to determine marketing priorities and the related measures. (The decision in establishing these goals, objectives, and metrics is founded in Develop marketing strategy [10102] and takes cues from current priorities and organizational strategy.)
Determining what to achieve by marketing. 创建 qualitative and quantitative targets. 建立 metrics to track 绩效 (for individual Market segments [10109] and Channels for target segments [10129]). Enlist the head of marketing to determine marketing priorities and the related measures. (The decision in establishing these goals, objectives, and metrics is founded in 开发 marketing 战略 [10102] and takes cues from current priorities and organizational 战略.)
Establish goals, objectives, and measures for products/services by channel/segment
建立 goals, objectives, and measures for products/services by channel/segment
AI-era activity: AI-Powered Pricing Optimization.
AI-Powered Pricing Optimization
Ensuring corroboration of the marketing strategy and the organizational strategy. Ensure the organization's marketing strategy/plan aligns with the overall business strategy. Fine-tune the marketing plan according to the organizational strategy.
Ensuring corroboration of the marketing 战略 and the organizational 战略. Ensure the organization's marketing 战略/plan aligns with the overall business 战略. Fine-tune the marketing plan according to the organizational 战略.
Confirm marketing alignment to business strategy
Confirm marketing 对齐 to business 战略
Calculating the total cost of marketing the organization's portfolio of products/services. Calculate the total outlay needed for promoting, selling, and delivering the organization's products/services to customers. Account for all costs to acquire customers and sustain a relationship with them. Include the expenses needed for promotional actives, warehousing, transactional costs, and distribution of the organization's offering.
Determine costs of marketing
Estimating the outlay required for promoting, selling, and distributing the products/services of the organization. Add up the expenses of all activities necessitated in marketing, such as promotional campaigns, advertising, marketing communications, PR campaigns, employing skilled personnel, and office space.
Create marketing budget
创建 marketing budget
Estimating how much profit the company would generate for its expenses on marketing . Forecasted return on investment, used as a metric to gauge the efficiency of marketing, is beneficial in revising marketing budgets and adjusting costs to improve the overall yield.
Determine projected ROI for marketing investment
Determining the production and distribution costs for each product or service, and each channel or method as factors in determining overall pricing.
Understand resource requirements for each product/service and delivery channel/method
Obtaining internal price approvals and governmental approvals that are required for licensed products and for products that can be reimbursed by the government.
Achieve regulatory approval for pricing
Analyzing competitor pricing across relevant channels and markets to understand relative price positioning, identify pricing gaps or risks, and inform pricing strategy and adjustments.
Analyzing competitor pricing across relevant channels and markets to understand relative price positioning, identify pricing gaps or 风险s, and inform pricing 战略 and adjustments.
Conduct competitive pricing review (online, offline etc.)
开展 competitive pricing review (online, offline etc.)
Defining pricing approaches and price levels for specific customer segments based on value propositions, market conditions, and strategic pricing objectives.
Determine customer segment specific pricing
Introducing financial inducements, such as discounts, to distributors, resellers or vendors as a motivation to prioritize selling company's products or services over those of its competitors.
Determine corporate incentives
Establishing a dynamic pricing mechanism for the organization's offerings that is supported by the number of units in production. Outline a system for determining the optimum price point for each product/service. Based this model on an estimation of the volume of anticipated sales for each offering and variable costs.
Establishing a dynamic pricing mechanism for the organization's offerings that is supported by the number of units in production. Outline a system for determining the optimum price point for each product/service. Based this 模型 on an estimation of the volume of anticipated sales for each offering and variable costs.
Determine pricing based on volume/unit forecast
Implementing the pricing mechanism to determine prices for all individual offerings in the organizational portfolio. Calculate the prices of all offerings based on the established methodology and/or formulaic structure.
Execute pricing plan
执行 pricing plan
Examining the efficiency of pricing with the objective of identifying any divergence from the equilibrium prices and avoiding any deadweight loss. Gauge the performance of the pricing plan by tracking growth in the revenue and/or customer uptake, secured as a result of new prices. Measure the performance of pricing by periodically checking the profits generated from the sale of each of the organization's offerings against the backdrop of any events that may have influenced the uptake of a certain good/service by the customer base.
Examining the efficiency of pricing with the objective of identifying any divergence from the equilibrium prices and avoiding any deadweight loss. Gauge the 绩效 of the pricing plan by tracking growth in the revenue and/or customer uptake, secured as a result of new prices. Measure the 绩效 of pricing by periodically checking the profits generated from the sale of each of the organization's offerings against the backdrop of any events that may have influenced the uptake of a certain good/service by the customer base.
Evaluate pricing performance
评估 pricing 绩效
Refining the pricing mechanism to create equitable prices for all products/services with the objective of maximizing the profits and/or customer uptake of these offerings. Reconcile the pricing mechanism in order to achieve equilibrium pricing. Adjust the prices for all of the organization's offerings, using the insights gleaned from examining how much profit or customer uptake is generated by the present pricing strategy.
Refining the pricing mechanism to create equitable prices for all products/services with the objective of maximizing the profits and/or customer uptake of these offerings. Reconcile the pricing mechanism in order to achieve equilibrium pricing. Adjust the prices for all of the organization's offerings, using the insights gleaned from examining how much profit or customer uptake is generated by the present pricing 战略.
Refine pricing as needed
Managing schemes that offer lower pricing for a limited time as a promotional and sales incentive when launching a new product or a service.
Implement promotional pricing programs
实施 promotional pricing programs
Determining the optimum consumer pricing for each product or service at the point of sale, based on production and distribution costs and estimated sales volume.
Implement other retail pricing programs
实施 other retail pricing programs
Assigning new prices or pricing adjustments to products or services to replace the original base prices. Update the prices in product catalogs and databases, and disseminate the information through all involved distribution and marketing channels.
Communicate and implement price changes
Communicate and implement price 变更s
Outlining a conceptual framework for all promotional activity in order to create an overarching aspiration and ensure consistency. Create a plan for running promotional programs and designing the associated activities in order to increase visibility or sales. Determine how the organization quantifies what it wishes to achieve from these activities, what sort of messages the organization comfortable publicizing, what channels the organization wishes to employ, etc.
Outlining a conceptual framework for all promotional activity in order to create an overarching aspiration and ensure consistency. 创建 a plan for running promotional programs and designing the associated activities in order to increase visibility or sales. Determine how the organization quantifies what it wishes to achieve from these activities, what sort of messages the organization comfortable publicizing, what channels the organization wishes to employ, etc.
Define promotional concepts and objectives
定义 promotional concepts and objectives
Developing the central messages for a segment of its customers. Craft concise statements that position the value proposition of individual products/services around the pressing concerns in the market, thereby showing how the organization's offerings are the right fit for the customers.
Develop marketing messages
开发 marketing messages
Determining the appropriate audience to direct marketing efforts at. Identify the particular group of customers to target. Discover the appropriate customer groups at a micro-level. Use techniques such as segmentation analysis, whereby the entire population is sliced according to certain demographic or behavioral attributes.
Determining the appropriate audience to direct marketing efforts at. 识别 the particular group of customers to target. Discover the appropriate customer groups at a micro-level. Use techniques such as segmentation analysis, whereby the entire population is sliced according to certain demographic or behavioral attributes.
Define target audience
定义 target audience
Developing a scheme for executing the promotional programs and campaigns, and testing these on sample audiences. Create a program plan, and carry out trials for promotional activities. Develop a scheme for how, when, where, and by whom the promotional schemes and campaigns will be deployed. Design incentives that convince or tempt the consumer to take up the organization's offerings. Conduct focus groups and pilot programs that reach out to a smaller number of people from among the target audiences to validate effectiveness.
Developing a scheme for executing the promotional programs and campaigns, and testing these on sample audiences. 创建 a program plan, and carry out trials for promotional activities. 开发 a scheme for how, when, where, and by whom the promotional schemes and campaigns will be deployed. 设计 incentives that convince or tempt the consumer to take up the organization's offerings. 开展 focus groups and pilot programs that reach out to a smaller number of people from among the target audiences to validate effectiveness.
Plan and test promotional activities
规划 and test promotional activities
Executing promotional programs in the market for reaching out to the desired customer segments. Implement the promotional schemes and campaigns. Create collaterals for the dissemination of information about the product, product line, brand, or company to the target audiences in an effective manner. Leverage relationships with distributors, vendors, and retailers. Consider enlisting professional services such as design, PR, and advertising firms.
Executing promotional programs in the market for reaching out to the desired customer segments. 实施 the promotional schemes and campaigns. 创建 collaterals for the dissemination of information about the product, product line, brand, or company to the target audiences in an effective manner. Leverage relationships with distributors, vendors, and retailers. Consider enlisting professional services such as design, PR, and advertising firms.
Execute promotional activities
执行 promotional activities
Evaluating the success of promotional programs through metrics that track the impact of these activities. Examine the performance of promotional activities. Measure the success of these programs through metrics representative of customer uptake, market penetration, sustenance of impact created, revenue growth through offerings marketed, etc. Measure through primary data collection. Analyze through various statistical techniques to generate insights.
Evaluating the success of promotional programs through metrics that track the impact of these activities. Examine the 绩效 of promotional activities. Measure the success of these programs through metrics representative of customer uptake, market penetration, sustenance of impact created, revenue growth through offerings marketed, etc. Measure through primary data collection. 分析 through various statistical techniques to generate insights.
Evaluate promotional performance metrics
评估 promotional 绩效 metrics
Fine-tuning promotional activities by employing the insights gleaned from the quantitative, as well as any qualitative, performance evaluations. Change certain attributes of the schemes, campaigns, and programs deployed in order to increase the impact generated, in terms of measures already agreed upon such as customer uptake, market penetration, sustenance of impact created, and revenue growth through offerings marketed.
Fine-tuning promotional activities by employing the insights gleaned from the quantitative, as well as any qualitative, 绩效 evaluations. 变更 certain attributes of the schemes, campaigns, and programs deployed in order to increase the impact generated, in terms of measures already agreed upon such as customer uptake, market penetration, sustenance of impact created, and revenue growth through offerings marketed.
Refine promotional performance metrics
Refine promotional 绩效 metrics
Incorporating the understanding developed by studying promotional activities as well as refining them. Include the best practices and value-enhancing attributes identified in Refine promotional activities [10171] into similarly planned schemes, programs, and campaigns. Adjust promotional activities to further increase the effectiveness of the overall promotional efforts.
Incorporate learning into future/planned consumer promotions
Estimating customer loyalty and the average contribution made by them to revenues, over their lifespan. Use metrics to quantify the commitment of customers to the offerings of the organization, such as measures of tendency to switch brands/providers, number/proportion of return customers, and the number of customers using multiple substitutable offerings.
Determine customer lifetime value
Analyzing the revenue stream generated by the sale of the organization's products/services in order to identify trends therein. Examine data relating to the inflow of revenue from individual/groups of customers in order to identify patterns in the generation and sustenance of receivables. Conduct statistical analysis over the stream of revenue collected and the point of origin associated with each unit of sale through metrics such as the accounting rate of return, the GAAP revenue over a given period, and customer lifetime revenue.
Analyzing the revenue stream generated by the sale of the organization's products/services in order to identify trends therein. Examine data relating to the inflow of revenue from individual/groups of customers in order to identify patterns in the generation and sustenance of receivables. 开展 statistical analysis over the stream of revenue collected and the point of origin associated with each unit of sale through metrics such as the accounting rate of return, the GAAP revenue over a given period, and customer lifetime revenue.
Analyze customer revenue trend
分析 customer revenue trend
Calculating measures that capture the proportion of customers the organization is able to retain to those it is losing. Compute metrics such as the tendency to switch brands/providers and the proportion of return customers to comprehend the trends within the customer attrition and retention rates.
Analyze customer attrition and retention rates
分析 customer attrition and retention rates
Studying all measures of the customer's behavior and conduct toward the organization's offerings in order to glean insight and identify patterns into their decision making. Closely examine all categories of data sets over a customer base. Analyze data points related to customer loyalty, retention, value, conversion, level of satisfaction, attrition, etc. Flesh out measures for an all-encompassing analysis that provides a macro-level picture of the customer's behavior and mindset related to the organization's products/services.
Studying all measures of the customer's behavior and conduct toward the organization's offerings in order to glean insight and identify patterns into their decision making. Closely examine all categories of data sets over a customer base. 分析 data points related to customer loyalty, retention, value, conversion, level of satisfaction, attrition, etc. Flesh out measures for an all-encompassing analysis that provides a macro-level picture of the customer's behavior and mindset related to the organization's products/services.
Analyze customer metrics
分析 customer metrics
Reviewing and reappraising the strategies, objectives, and plans for all customer-centered processes. Revisit all customer-focused processes and activities--which relate to their acquisition, conversion, and retention--with the objective of revising them in light of customer analysis. Revise accordingly.
Revise customer strategies, objectives, and plans based on metrics
Following postings on social media to promote offerings, raise brand awareness, interact with customers, increase customer engagement and brand loyalty, respond to queries, gauge sentiment regarding company's products or services, and to derive customer insight.
Monitor and respond to social media activity
监控 and respond to social media activity
Examining user activity on company, vendor or reseller websites to improve traffic on and to the website, improve user experience on the website to simplify purchasing process and encourage repeat purchases, and to increase the site's visibility in search engine results. Various metrics can be used to measure user activity, such as number of users who are new, returning or unique, time spent on page, session duration, bounce rate, click through rate, conversion rate, and others.
Analyze customer website activity
分析 customer website activity
Conducting analyses to uncover customer purchasing habits. Detect patterns and categorize users based on similar characteristics and behaviors, demographic information, geographic location, search history, etc.
Analyze customer purchase patterns
分析 customer purchase patterns
Creating formulas for personalized offers, purchasing recommendations and targeted advertisements for customers on the basis of previously detected purchase patterns [16615].
Develop business rules to provide personalized offers
开发 business rules to provide personalized offers
Analyzing how well the targeted offers perform to see whether they result in an increased conversion rate. Reanalyze the purchase patterns or modify those business rules that are produce effective recommendations.
Monitor effectiveness of personalized offers and adjust offers accordingly
监控 effectiveness of personalized offers and adjust offers accordingly
Creating a strategic road map for how to package products/services into desirable solutions while increasing profitability. Create a scheme for how the organization will bundle and wrap its products/services into a presentable and sellable offering. Consider what aspects or components of an offering the organization can extract the maximum revenue from, and reduce the less profitable constituents while maintaining a high perceptible value for the customers. Balance maximizing profit with benefits to the customer.
Creating a strategic road map for how to package products/services into desirable solutions while increasing profitability. 创建 a scheme for how the organization will bundle and wrap its products/services into a presentable and sellable offering. Consider what aspects or components of an offering the organization can extract the maximum revenue from, and reduce the less profitable constituents while maintaining a high perceptible value for the customers. 平衡 maximizing profit with benefits to the customer.
Plan packaging strategy
规划 packaging 战略
Piloting the packaged products/services in the market with a test audience. Create trial runs using techniques such as focus groups of the final product, wrapped and bundled.
Piloting the packaged products/services in the market with a test audience. 创建 trial runs using techniques such as focus groups of the final product, wrapped and bundled.
Test packaging options
测试 packaging options
Implementing the final packaging. Put into action the packaging strategy in light of the insights accumulated from testing various options.
Implementing the final packaging. Put into action the packaging 战略 in light of the insights accumulated from testing various options.
Execute packaging strategy
执行 packaging 战略
Fine-tuning the packaging that has been developed and tested using insights gleaned from feedback.
Refine packaging
Creation of a plan detailing how a company plans to execute a successful product release and promotion, and ultimately its sale to customers.
Creation of a plan detailing how a company plans to execute a successful product 发布 and promotion, and ultimately its sale to customers.
Develop go-to-market strategy
开发 go-to-market 战略
Producing or overseeing the creation or acquisition of photos, images and graphics for a product description, advertisement or a website. Like the copy [18131], product images are chosen and edited to enhance the product description and to convince consumers to purchase the product.
Manage product images
管理 product images
Authoring or overseeing the creation of the textual portion of a product description, advertisement, or web page, including the headline, body, product attributes, and brand or advertiser information. A copy is designed to provide information about the product and to catch and hold the interest of prospective buyers long enough to persuade them to make a purchase. The copy of a website is called its content.
Authoring or overseeing the creation of the textual portion of a product description, advertisement, or web page, including the headline, body, product attributes, and brand or advertiser information. A copy is designed to provide information about the product and to catch and hold the interest of prospective buyers long enough to persuade them to make a purchase. The copy of a website is called its 内容.
Manage product copy
管理 product copy
Gathering all information about sales orders into an index. Create a directory of all sales orders, whether open or those which have been fulfilled. Track what product/service was ordered, the quantity ordered, who ordered it, the delivery date, the shipping method, the unit price and line total, payment terms, and any discount applied.
Gathering all information about sales orders into an index. 创建 a directory of all sales orders, whether open or those which have been 履约ed. 跟踪 what product/service was ordered, the quantity ordered, who ordered it, the delivery date, the shipping method, the unit price and line total, payment terms, and any discount applied.
Gather current and historic order information
Analyzing sales order data to identify patterns in order to capitalize on emerging trends in the industry or the economy. Closely examine the directory of sales orders. Discern any patterns from this index, which is representative of the demand for the organization's offerings. Identify trends among the various segments of the organization's customer base to create forecasts. Glean patterns from this analysis, including the triangulation of segments that are showing the most growth in demand or those that represent the highest decline revenue, industry-wide trends such as decline/boost in overall demand, and any unusual trends that lie outside of the organization's expectations.
Analyzing sales order data to identify patterns in order to capitalize on emerging trends in the industry or the economy. Closely examine the directory of sales orders. Discern any patterns from this index, which is representative of the demand for the organization's offerings. 识别 trends among the various segments of the organization's customer base to create forecasts. Glean patterns from this analysis, including the triangulation of segments that are showing the most growth in demand or those that represent the highest decline revenue, industry-wide trends such as decline/boost in overall demand, and any unusual trends that lie outside of the organization's expectations.
Analyze sales trends and patterns
分析 sales trends and patterns
Calculating the future demand for the organization's products/services. Use the trends and patterns identified in the sales data to estimate future demand. Use forecast to prepare for future customer demand and to recalibrate the strategic course of functions and business units.
Generate sales forecast
Reviewing promotional activities' effect on the sales orders. Analyze all promotional events and campaigns that the organization has already employed or is planning to deploy.
Reviewing promotional activities' effect on the sales orders. 分析 all promotional events and campaigns that the organization has already employed or is planning to deploy.
Analyze historical and planned promotions and events
分析 historical and planned promotions and events
Identifying collaboration opportunities for selling, marketing, and distributing the organization's products/services. Determine any scope for partnering with other economic agents, with synergies for the marketing, sales, and/or distribution of the organization's products/services. Identify alliance opportunities that target customer segments who would be interested.
Identifying collaboration opportunities for selling, marketing, and distributing the organization's products/services. Determine any scope for partnering with other economic agents, with synergies for the marketing, sales, and/or distribution of the organization's products/services. 识别 alliance opportunities that target customer segments who would be interested.
Identify alliance opportunities
识别 alliance opportunities
Combining scheduled promotional, category management and trade marketing events into unified timetables. Update the calendars. Register new events.
Develop promotional and category management calendars (trade marketing calendars)
开发 promotional and category management calendars (trade marketing calendars)
Establishing long term customer sales plans to assess current sales and to determine future sales objectives, strategies for achieving the goals, and available resources.
Create strategic and tactical sales plans by customer
创建 strategic and tactical sales plans by customer
Sending invitations and distributing information about upcoming events to customer teams and other involved entities.
Communicate planning information to customer teams
Creating the frameworks needed to select alliance partners, and maintaining relationships with them. Create a framework for structured programs that can receive and support multiple alliances. Clearly outline the responsibilities and benefits of the alliance partners. Create frameworks for selecting the right alliance partners, and maintain a relationship with them. Create or repurpose teams of relationship managers and outline a methodology for selecting alliance partners.
Creating the frameworks needed to select alliance partners, and maintaining relationships with them. 创建 a framework for structured programs that can receive and support multiple alliances. Clearly outline the responsibilities and benefits of the alliance partners. Create frameworks for selecting the right alliance partners, and maintain a relationship with them. Create or repurpose teams of relationship managers and outline a methodology for selecting alliance partners.
Design alliance programs and methods for selecting and managing relationships
设计 alliance programs and methods for selecting and managing relationships
Choosing alliance partners using the selected programs and methodology. Select the most feasible and profitable alliance partners, based on Design alliance programs and methods for selecting and managing relationships [10139] and through a careful scrutiny of the potential alliance.
Choosing alliance partners using the selected programs and methodology. 选择 the most feasible and profitable alliance partners, based on 设计 alliance programs and methods for selecting and managing relationships [10139] and through a careful scrutiny of the potential alliance.
Select alliances
选择 alliances
Implementing category management strategies for customers through the use of consumer insights and understanding of customer specifics. Develop consumer and channel insights. Establish long term strategies, objectives and targets across the brand.
Implementing category management strategies for customers through the use of consumer insights and understanding of customer specifics. 开发 consumer and channel insights. 建立 long term strategies, objectives and targets across the brand.
Develop customer trade strategy and customer objectives/targets
开发 customer trade 战略 and customer objectives/targets
Establishing business-to-business marketing campaigns and financial incentives for wholesalers, dealers, distributors and other intermediaries that the company uses to distribute its products or services.
Define trade programs and funding options
定义 trade programs and funding options
Arranging meetings with trade partners to coordinate logistics, manage critical resources, resolve bottlenecks, and schedule urgent or time-sensitive matters.
Conduct planning activities for major trade customers
开展 planning activities for major trade customers
Designing strategies for effectively managing, identifying, and countering any possible issues from the alliance partnerships formed. Create a strategic road map for managing the partnerships forged through Design alliance programs and methods for selecting and managing relationships [10139]. Determine where the alliance partnerships are headed, possible problems or pushback from the partners, how these issues might be countered, how these alliance partnerships would evolve in the future, any other business cases where these partnerships might be deployed, etc.
Designing strategies for effectively managing, identifying, and countering any possible issues from the alliance partnerships formed. 创建 a strategic road map for managing the partnerships forged through 设计 alliance programs and methods for selecting and managing relationships [10139]. Determine where the alliance partnerships are headed, possible 问题s or pushback from the partners, how these issues might be countered, how these alliance partnerships would evolve in the future, any other business cases where these partnerships might be deployed, etc.
Develop partner and alliance management strategies
开发 partner and alliance management strategies
Setting targets for organizational achievement. This includes what the organization aims to achieve from and how it wishes to manage both the individual partners and the alliance as a whole. Set immediate through long-term goals including revenue targets, market penetration, footfall numbers, and geographical coverage.
Establish partner and alliance management goals
建立 partner and alliance management goals
Setting up strategic alliances with key trade partners and ratifying partnership agreements.
Establish partner and alliance agreements
建立 partner and alliance agreements
Determining the percentage of total sales volume in the market for a particular product.
Calculate product market share
Estimating revenue from the sale of products/services. Approximate the anticipated sale of products/services and multiply it by the selling price of the respective offering. (This represents the total amount of money that the organization receives from the sale of its portfolio of offerings.)
Calculate product revenue
Calculating the variable costs of production. Approximate those costs that depend on the volume of products/services produced by the organization.
Determine variable costs
Calculating the overhead costs associated with selling the organization's products/services. Determine fixed costs that are not directly related to the volume of products/services processed or the sale of these offerings (e.g., expense over machinery and equipment).
Determine overhead and fixed costs
Calculating the net income. Calculate the organization's profitability by accounting for Determine overhead and fixed costs [10145] and Determine variable costs [10144].
Calculate net profit
Creating a plan in measurable terms for the financial outlay that best captures resource allocation for the sales forecast. Consider the outlay of capital, HR, raw materials, and provisions needed to reach sales targets.
Create budget
创建 budget
Establishing specific quantitative and qualitative measures of realizing sales targets. Create sales targets by analyzing historical sales data and comparing the forecasts to results, in light of customer and market intelligence. Examine the performance of sales personnel in light of market opportunities. Based on this review, establish sales targets along with metrics to quantify these goals, corresponding with the overall business strategy.
Establishing specific quantitative and qualitative measures of realizing sales targets. 创建 sales targets by analyzing historical sales data and comparing the forecasts to results, in light of customer and market intelligence. Examine the 绩效 of sales personnel in light of market opportunities. Based on this review, establish sales targets along with metrics to quantify these goals, corresponding with the overall business 战略.
Establish sales goals and measures
建立 sales goals and measures
Identifying the appropriate measures that can represent key attributes of the customer management function. Select measures to track customer activity, feedback, satisfaction, organizational responsiveness to customer needs, and general data on how the organization is managing customer accounts, leads, and contacts. Build on customer and market intelligence to identify metrics gauging aspects related to customer management. Select measures based on the nature of the business, the type and size of customer base, strategic goals, and the model used to structure sales and customer relationships.
Identifying the appropriate measures that can represent key attributes of the customer management function. 选择 measures to track customer activity, feedback, satisfaction, organizational responsiveness to customer needs, and general data on how the organization is managing customer accounts, leads, and contacts. 构建 on customer and market intelligence to identify metrics gauging aspects related to customer management. Select measures based on the nature of the business, the type and size of customer base, strategic goals, and the 模型 used to structure sales and customer relationships.
Establish customer management measures
建立 customer management measures
Identifying people who can be converted into customers. Leverage personal and professional networks, business research over databases and directories, and secondary research.
Identify potential customers
识别 potential customers
Qualifying the prospective customers into credible leads by gauging their behavior against the organization's offering. Triangulate leads to increase the efficiency of sales and marketing efforts. Build a detailed profile of the prospects. Determine what products/services they already use, if they have decision-making authority, their views on the products/services they already use, how prone they are to switch, if the organization's solution better in some attributes than those prospects currently use, etc.
Qualifying the prospective customers into credible leads by gauging their behavior against the organization's offering. Triangulate leads to increase the efficiency of sales and marketing efforts. 构建 a detailed profile of the prospects. Determine what products/services they already use, if they have decision-making authority, their views on the products/services they already use, how prone they are to switch, if the organization's solution better in some attributes than those prospects currently use, etc.
Identify/receive leads/opportunities
识别/receive leads/opportunities
Reviewing the set of potential customers and sales opportunities. Approve the leads that meet company requirements on new businesses.
Validate and qualify leads/opportunities
验证 and qualify leads/opportunities
Aligning sales leads with business objectives.
Match opportunities to business strategy
Match opportunities to business 战略
Creating plans about how to close leads and win sales opportunities.
Develop opportunity win plans
开发 opportunity win plans
Overseeing and planning the acquisition of new customers.
Manage opportunity pipeline
管理 opportunity 流水线
Planning the distribution of personnel across various sales functions. Match the capabilities of individual employees with the skill sets needed for specific roles. Seek assistance from HR.
Determine sales resource allocation
Communicating with customers and prospects with the intent of creating sales opportunities. Reach out to existing and prospective customers through alternate media and networking channels, apart from cold calling/emailing.
Perform sales calls
Capitalizing on sales calls by pitching on bids and closing deals. Outline the nature and scope of the work, draft agreement terms, prepare proposals and agreements, and propose timelines and prices.
Perform pre-sales activities
Arranging and leading meetings, seminars, workshops and training events with customers to educate them about current offerings, best practices and technological advances to provide more value to customers and to increase their attrition and loyalty.
Arranging and leading meetings, seminars, workshops and 训练 events with customers to educate them about current offerings, best practices and technological advances to provide more value to customers and to increase their attrition and loyalty.
Manage customer meetings/workshops
管理 customer meetings/workshops
Formalizing a sale by reaching an agreement on terms of the deal. Negotiate on the price, and reach a consensus on the terms and conditions.
Close the sale
关闭 the sale
Completing all the paper-work associated with the sale of its products/services. Exchange any pertinent legal/financial information required for completing the sale, signing of a contract/work-order, and issuing copies of bills/invoices.
Completing all the paper-work associated with the sale of its products/services. Ex变更 any pertinent legal/financial information required for completing the sale, signing of a contract/work-order, and issuing copies of bills/invoices.
Record outcome of sales process
Choosing principal clients that are vital for the company.
Select key customers/accounts
选择 key customers/accounts
Creating a plan for managing the accounts of key customers in order to better maintain relationships with them. Chart a scheme for managing sales. Create a plan for administering accounts of the significant and most important customers of the organization. Coordinate the accounts of principal clients.
Creating a plan for managing the accounts of key customers in order to better maintain relationships with them. Chart a scheme for managing sales. 创建 a plan for administering accounts of the significant and most important customers of the organization. 协调 the accounts of principal clients.
Develop sales/key account plan
开发 sales/key account plan
Handling the accounts of important clients.
Manage sales/key account plan
管理 sales/key account plan
Managing the organization's relationship with its customers, by systematically coordinating interactions over multiple touch points, on a regular basis. Coordinate the organization's efforts to reach out to its customers. Create and manage effective touch points for interactions from the customers, which could include emails, social-media interactions, newsletters, and direct conversations.
Managing the organization's relationship with its customers, by systematically coordinating interactions over multiple touch points, on a regular basis. 协调 the organization's efforts to reach out to its customers. 创建 and manage effective touch points for interactions from the customers, which could include emails, social-media interactions, newsletters, and direct conversations.
Manage customer relationships
管理 customer relationships
Gathering the data about customers. Combine the information available locally with the data obtained from external sources.
Collect and merge internal and third-party customer information
收集 and merge internal and third-party customer information
Eliminating redundant information in customer data.
De-duplicate customer data
Accepting procurement proposals.
Receive Request For Proposal (RFP)/Request For Quote (RFQ)
接收 Request For Proposal (RFP)/Request For Quote (RFQ)
Reviewing profitability data. Analyze systematically all relevant metrics and parameters. Report findings and make recommendations for changes to operational strategies.
Reviewing profitability data. 分析 systematically all relevant metrics and parameters. 报告 findings and make recommendations for 变更s to operational strategies.
Conduct profitability analysis
开展 profitability analysis
Overseeing the internal review process.
Manage internal reviews
管理 internal reviews
Obtaining required company-internal authorizations.
Manage internal approvals
管理 internal approvals
Delivering the proposal to the potential client.
Submit/present bid/proposal/quote to customer
Amending bids, proposals or quotes with more accurate time, cost or delivery estimates.
Revise bid/proposal/quote
Handling proposals depending on whether they were accepted or rejected.
Manage notification outcome
管理 notification outcome
Clarifying the details about procurement requests, such as the scope, timeline, data sources, type and characteristics and evaluation criteria for the goods or services to be delivered, and any additional terms, conditions or special requirements.
Refine customer requirements
Evaluating individual price and delivery solicitations for their strengths and weaknesses. Analyze how closely the submitted bids respond to the requirements outlined in the RFPs.
Evaluating individual price and delivery solicitations for their strengths and weaknesses. 分析 how closely the submitted bids respond to the requirements outlined in the RFPs.
Review RFP/RFQ request
审查 RFP/RFQ request
Comparing the proposals submitted by different bidders in terms of cost, efficiency and value.
Perform competitive analysis
Assessing the business strategy, forecasted performance, financing and cash flow of the proposals.
Assessing the business 战略, forecasted 绩效, financing and cash flow of the proposals.
Validate with strategy/business plans
验证 with 战略/business plans
Deepening knowledge about the customer's field of operation and business needs.
Understand customer business and requirements
Creating a plan with detailed steps about how produce and deliver the goods or services.
Develop solution and delivery approach
开发 solution and delivery approach
Determining the needs for internal resources and vacancies.
Identify staffing requirements
识别 staffing requirements
Establishing predicted delivery costs, fees and timelines.
Develop pricing and scheduling estimates
开发 pricing and scheduling estimates
Receiving and confirming orders from customers. Verify that no extra expenses have to be disbursed on part of the organization for labor or inventory when processing the order.
Receiving and confirming orders from customers. 验证 that no extra expenses have to be disbursed on part of the organization for labor or inventory when processing the order.
Accept and validate sales orders
Managing essential information of customer accounts.
Administer key account details
Obtaining detailed information about customers.
Retrieve full customer details
Altering information about involved parties.
Modify involved party details
Documenting address information.
Record address details
Documenting contact information.
Record contact details
Providing information about important business rules regarding communicating with customers.
Record key customer communication profile details
Revising information about involved parties.
Review involved party information
审查 involved party information
Dismissing information about involved parties.
Terminate involved party information
Ascertaining the volume or scale of products/services to provide to customers to fulfill sales orders. Check the finished products stored in warehouses, the production capacity, and (in the case of services) the processing speed, as well as work force availability.
Ascertaining the volume or scale of products/services to provide to customers to 履约 sales orders. Check the finished products stored in warehouses, the production 容量, and (in the case of services) the processing speed, as well as work force 可用性.
Determine availability
Determine 可用性
Devising a blueprint for order fulfillment. Create a schematic flow encompassing all activities to deliver orders to the customers. Outline a procedure for satisfying these orders by answering questions about what needs to happen in sequence to realize an order.
Devising a blueprint for order 履约ment. 创建 a schematic flow encompassing all activities to deliver orders to the customers. Outline a procedure for satisfying these orders by answering questions about what needs to happen in sequence to realize an order.
Determine fulfillment process
Determine 履约ment process
Processing any unfulfilled orders, and updating the status of any orders that have been accepted and are being attended to. Deliver on any purchase orders that remain unserviced due to temporary unavailability of the product/service. Manage any updates to the sales orders. Revise their status in the order system.
Processing any un履约ed orders, and updating the status of any orders that have been accepted and are being attended to. Deliver on any purchase orders that remain unserviced due to temporary un可用性 of the product/service. 管理 any updates to the sales orders. Revise their status in the order system.
Process back orders and updates
处理 back orders and updates
Attending to any queries received from the customers, even after a sales order has been serviced. Deploy ad hoc personnel for managing these enquiries.
Attending to any queries received from the customers, even after a sales order has been serviced. 部署 ad hoc personnel for managing these enquiries.
Handle sales order inquiries including post-order fulfillment transactions
Handle sales order inquiries including post-order 履约ment transactions
Providing visibility into the status and progress of products associated with customer orders to support order fulfillment, customer communication, and issue resolution.
Providing visibility into the status and progress of products associated with customer orders to support order 履约ment, customer communication, and issue resolution.
Provide product tracking
提供 product tracking
Provide training and certification to develop strategies for marketing-driven sales.
提供 训练 and certification to develop strategies for marketing-driven sales.
Provide certification enablement training
提供 certification enablement 训练
Reviewing, processing and issuing certifications and accrediting skills and competencies.
Manage certifications and skills
管理 certifications and skills
Backing sales partners and strategic alliances.
Provide support to partners/alliances
提供 support to partners/alliances
Distributing marketing materials and sales brochures to entities that the company partners with.
Provide marketing materials to sales partners/alliances
提供 marketing materials to sales partners/alliances
Examining the performance of its partners/alliances in selling its products/services. Use metrics such as growth in revenue generated, conversion rate, and total outreach to customers for assessing the performance results.
Examining the 绩效 of its partners/alliances in selling its products/services. Use metrics such as growth in revenue generated, conversion rate, and total outreach to customers for assessing the 绩效 results.
Evaluate partner/alliance results
评估 partner/alliance results
Managing the repository of data relating to the organization's partners/alliances over time. Store, maintain, access, revise, and use all data on partners/alliances. Manage data. Ensure its security. Determine legitimate use cases that are beneficial to the organization.
Managing the repository of data relating to the organization's partners/alliances over time. Store, maintain, access, revise, and use all data on partners/alliances. 管理 data. Ensure its 安全. Determine legitimate use cases that are beneficial to the organization.
Manage sales partner/alliance master data
管理 sales partner/alliance master data
Execution of sales at physical / brick and mortar locations.
Perform sales at physical outlets
Execution of sales within field/remote locations. This could be any location that is not part of a headquarters location.
Perform field sales
Execution of sales in an online environment.
Perform digital sales
Creating quantifiable strategic objectives for each manufacturing segment in conjunction with sales projections.
Define manufacturing goals
定义 manufacturing goals
Setting up internal rules and regulations regarding the employees and the materials.
Define labor and materials policies
定义 labor and materials policies
Creating rules and regulations regarding contracting out of a business process to another party in order to reduce costs.
Define outsourcing policies
定义 outsourcing policies
Designing rules and regulations pertaining to the expenditure incurred in acquiring or upgrading the existing stock of manufacturing capital.
Define capital expense policies
定义 capital expense policies
Outlining the manufacturing and processing capacities of the organization. Delineate the capabilities required for optimizing output with available resources. Analyze capabilities possessed by the organization concerning the raw materials required and the process necessitated for producing finished products.
Outlining the manufacturing and processing capacities of the organization. Delineate the capabilities required for optimizing output with available resources. 分析 capabilities possessed by the organization concerning the raw materials required and the process necessitated for producing finished products.
Define capacities
定义 capacities
Defining limitations in the ability of the organization's supply chain to deliver a new stock, and creating a network of production stakeholders. Frame and manage relationships within the flow of manufacturing and processing operations. Identify probable supply issues.
Defining limitations in the ability of the organization's 供应链 to deliver a new stock, and creating a network of production stakeholders. Frame and manage relationships within the flow of manufacturing and processing operations. 识别 probable supply issues.
Define production network and supply constraints
定义 production network and supply constraints
Outlining the scheme of processing inventory into finished products/services. This includes the use of raw materials, machinery, skill sets, and knowledge to create new offerings.
Define production process
定义 production process
Establishing or prescribing methods to be followed routinely for the performance of designated operations or in designated situations. This may include step-by-step instructions to help workers carry out complex routine operations. The goal is to improve efficiency, quality, and uniformity of performance, while reducing miscommunication, failure, or rework.
Establishing or prescribing methods to be followed routinely for the 绩效 of designated operations or in designated situations. This may include step-by-step instructions to help workers carry out complex routine operations. The goal is to improve efficiency, 质量, and uniformity of 绩效, while reducing miscommunication, failure, or rework.
Define standard operating procedures
定义 standard operating procedures
Determining the floor plans for the processing facility that is meant for delivering finished products/services. Identify the totality of infrastructure needed for using this space in the manufacturing process, including machinery, factory floors, offices, and furniture.
Determining the floor plans for the processing facility that is meant for delivering finished products/services. 识别 the totality of 基础设施 needed for using this space in the manufacturing process, including machinery, factory floors, offices, and furniture.
Define production workplace layout and infrastructure
定义 production workplace layout and 基础设施
SCOR DS 14.0 activity in 'Plan Source'.
SCOR DS 14.0 activity in '规划 Source'.
Identify and assess source requirements
识别 and assess source requirements
Balance source resources
平衡 source resources
Establish sourcing plans
建立 sourcing plans
SCOR DS 14.0 activity in 'Plan Transform'.
SCOR DS 14.0 activity in '规划 转化'.
Identify transformation requirements
识别 转化ation requirements
Balance transformation resources
平衡 转化ation resources
Establish transformation plans
建立 转化ation plans
SCOR DS 14.0 activity in 'Plan Order'.
SCOR DS 14.0 activity in '规划 Order'.
Identify order management requirements
识别 order management requirements
Balance order resources
平衡 order resources
Establish order plans
建立 order plans
SCOR DS 14.0 activity in 'Plan Fulfill'.
SCOR DS 14.0 activity in '规划 履约'.
Identify fulfillment requirements
识别 履约ment requirements
Balance fulfillment resources
平衡 履约ment resources
Establish fulfillment plans
建立 履约ment plans
SCOR DS 14.0 activity in 'Plan Return'.
SCOR DS 14.0 activity in '规划 Return'.
Assess return requirements
评估 return requirements
Balance return resources
平衡 return resources
Establish return plans
建立 return plans
AI-era activity: AI-Powered Demand Forecasting.
AI-Powered Demand Forecasting
Identify the bedrock levels of market demand anticipated for the organization's products/services. Estimate future demand for product and services using historical data, analysis of the market environment and any externalities, etc. to create ex ante approximations. This includes operation planning.
识别 the bedrock levels of market demand anticipated for the organization's products/services. Estimate future demand for product and services using historical data, analysis of the market environment and any externalities, etc. to create ex ante approximations. This includes operation planning.
Develop baseline demand forecasts
开发 baseline demand forecasts
Working closely with the organization's customers to understand their drives and behavior, with the objective of estimating future demand. Reach out to customers through various means to understand their behavior patterns, usage elasticity, and degree of variability--and ultimately determine demand for each offering.
Collaborate demand with customers
Arriving at a consensus over the forecasted levels of demand for products/services. Consensus is achieved by juxtaposing decisions developed in the baseline forecast with those reached at by collaborating with customers. Enlist senior-level decision makers of the sales and marketing functions.
Develop demand consensus forecast
开发 demand consensus forecast
Identify the volume of products/services that may be committed for delivery to fulfill sales. Figure out the amount of stock available. Forecast its volumes.
识别 the volume of products/services that may be committed for delivery to 履约 sales. Figure out the amount of stock available. 预测 its volumes.
Determine available to promise
Picking out any activity that deviates from the forecast, and adjusting it. Closely track and study the levels of demand as they emerge. Refine the consensus forecast as needed.
Monitor activity against demand forecast and revise forecast
监控 activity against demand forecast and revise forecast
Examining the methodology used to estimate future demand. Refine it in light of current market realities and demand.
Evaluate and revise demand forecasting approach
评估 and revise demand forecasting approach
Calculating and inspecting the accuracy of demand forecasts. Use metrics to check the reliability of the forecasts created.
Measure demand forecast accuracy
Developing a plan for raw materials and other inventory items in order to meet market demand. Ensure the availability of all inventory items such as raw materials and spares. Create a blueprint in line with Define labor and materials policies [10230].
Developing a plan for raw materials and other inventory items in order to meet market demand. Ensure the 可用性 of all inventory items such as raw materials and spares. 创建 a blueprint in line with 定义 labor and materials policies [10230].
Create unconstrained plan
创建 unconstrained plan
Collaborating with vendors and contractual manufacturers with the objective of ensuring a continual supply of raw materials and spares. Leverage long-term connections/relationships with various suppliers, and cultivate new ones. Track the activities of all vendors. Receive regular updates to prepare for any fluctuations in supply.
Collaborating with vendors and contractual manufacturers with the objective of ensuring a continual supply of raw materials and spares. Leverage long-term connections/relationships with various suppliers, and cultivate new ones. 跟踪 the activities of all vendors. 接收 regular updates to prepare for any fluctuations in supply.
Collaborate with supplier and contract manufacturers
Identifying principal materials needed for the manufacturing process and the levels of supply that may be ensured for them. Determine the essential and crucial inventory items required for the smooth functioning of all manufacturing processes. Estimate the average, peak, and baseline capacities of various vendors and suppliers. Establish the capability of individual suppliers from the market and the vendors.
Identifying principal materials needed for the manufacturing process and the levels of supply that may be ensured for them. Determine the essential and crucial inventory items required for the smooth functioning of all manufacturing processes. Estimate the average, peak, and baseline capacities of various vendors and suppliers. 建立 the capability of individual suppliers from the market and the vendors.
Identify critical materials and supplier capacity
识别 critical materials and supplier 容量
Observing and surveying all inventory items in order to check for the veracity of their specifications. Monitor various attributes and characteristics for respective inventory items such as density, volume, and size, as well as contextualized specifications particular to the respective materials.
Observing and surveying all inventory items in order to check for the veracity of their specifications. 监控 various attributes and characteristics for respective inventory items such as density, volume, and size, as well as contextualized specifications particular to the respective materials.
Monitor material specifications
监控 material specifications
Generating a bounded plan that takes stock of the actual supply chain scenario. Take stock of all information collected while creating an inventory supply plan.
Generating a bounded plan that takes stock of the actual 供应链 scenario. Take stock of all information collected while creating an inventory supply plan.
Generate constrained plan
Defining an equitable volume for the production of products/services that adheres to an equilibrium value, and creating a scheme of control for processing items. Create schematics for systematically planning, coordinating, and directing the manufacturing activities in line with the production balance determined.
Defining an equitable volume for the production of products/services that adheres to an equilibrium value, and creating a scheme of control for processing items. 创建 schematics for systematically planning, coordinating, and directing the manufacturing activities in line with the production balance determined.
Define production balance and control
定义 production balance and control
Create representative logical system that provides the framework to attain strategic objectives based on resources, product volumes, and processes. Provides the general sequential flow and capacity requirement relationships among raw materials, parts, resources, finished products, and product families.
创建 representative logical system that provides the framework to attain strategic objectives based on resources, product volumes, and processes. Provides the general sequential flow and 容量 requirement relationships among raw materials, parts, resources, finished products, and product families.
Model production network to enable simulation and optimization
模型 production network to enable simulation and optimization
Creating the plan for internal activities such as production, inventory, and staffing. Include forecasted quantity of items to produce based on inputs from sales planning, demand planning/forecasting, and supply chain partners.
Creating the plan for internal activities such as production, inventory, and staffing. Include forecasted quantity of items to produce based on inputs from sales planning, demand planning/forecasting, and 供应链 partners.
Create master production schedule
创建 master production schedule
Supervising and overseeing the plan for internal activities such as production, inventory, and staffing. Set the quantity of items to produce each week of a short-range planning horizon.
Maintain master production schedule
维护 master production schedule
Maintaining and preserving the master data plan for distribution requirements. Create a systematic collection of facts and figures regarding the distribution of the inventories. Maintain policies, processes, and tools covering the distribution function.
Maintaining and preserving the master data plan for distribution requirements. 创建 a systematic collection of facts and figures regarding the distribution of the inventories. 维护 policies, processes, and tools covering the distribution function.
Maintain master data
维护 master data
Administering the load plan for partners. Manage the delivery, and dispatch from the source to the partners.
Administering the load plan for partners. 管理 the delivery, and dispatch from the source to the partners.
Manage partner load plan
管理 partner load plan
Managing all expenses to provide products/services in the market. Estimate the overall cost of supplying of products/inventory, including the cost distributing it through various partners and channels. Consider the cost of all the logistical processes that occur from the moment a product is ready to be dispatched to the time it reaches the destination.
Manage cost of supply
管理 cost of supply
Determining the capacity utilization of the organization's production process. Realize the extent to which an enterprise uses its installed productive capacity (i.e., the relationship between output and the potential output if capacity was fully used).
Determining the 容量 utilization of the organization's production process. Realize the extent to which an enterprise uses its installed productive 容量 (i.e., the relationship between output and the potential output if 容量 was fully used).
Manage capacity utilization
管理 容量 utilization
Interact with the concerned person at the destination to validate the requirements and to avoid any miscommunication of information.
Determine finished goods inventory requirements at destination
Evaluate constraints, needs, parameters, and conditions for physical storage and retrieval of components or products for future use or shipment in a storage facility within a certain timeframe.
评估 constraints, needs, parameters, and conditions for physical storage and retrieval of components or products for future use or shipment in a storage facility within a certain timeframe.
Determine product storage facility requirements
Interact with the concerned authority at the destination to reach a specific figure that correctly represents requirements.
Calculate requirements at destination
Determining the aggregate volume of products/services consolidated at the source. Calculate the number of finished products that are ready to be delivered to the customers, particularly at one date.
Calculate consolidation at source
Administering the plan for collaborative replenishment of goods. Replenish inventory by creating a plan in case of faulty production.
Manage collaborative replenishment planning
管理 collaborative replenishment planning
Estimating the timing and duration of the delivery of the inventory from the source to the destination. Plan the logistic details of all the distribution routes and activities.
Estimating the timing and duration of the delivery of the inventory from the source to the destination. 规划 the logistic details of all the distribution routes and activities.
Calculate and optimize destination dispatch plan
Accomplishing the dispatch plan. Strictly follow the schedule, and adjust for deviations. Coordinate with the concerned authorities at various destinations.
Accomplishing the dispatch plan. Strictly follow the schedule, and adjust for deviations. 协调 with the concerned authorities at various destinations.
Manage dispatch plan attainment
管理 dispatch plan attainment
Evaluating the plans for delivering loads to destinations. Create a systematic plan that specifies the load plans for every single destination.
Evaluating the plans for delivering loads to destinations. 创建 a systematic plan that specifies the load plans for every single destination.
Calculate and optimize destination load plans
Instituting the constraints for creating a layout for distribution center. Consider factors such as the number of customers, demand forecasting, product groups, condition of product conservation, warehousing, and transportation management.
Establish distribution center layout constraints
建立 distribution center layout constraints
Determining any problems that might be faced while managing inventory. Identify problems and possible issues in managing the warehousing of the raw materials, spares, and other items of inventory. Take stock of inventory needs, and determine the exact quantity of the inventory needed in the near future.
Determining any 问题s that might be faced while managing inventory. 识别 问题s and possible issues in managing the warehousing of the raw materials, spares, and other items of inventory. Take stock of inventory needs, and determine the exact quantity of the inventory needed in the near future.
Establish inventory management constraints
建立 inventory management constraints
Identifying any potential constraints while deciding on the dispatch and delivery plan from the source to the various distribution centers. Decide how the inventory will be transported , which and how many transportation means to use, what route to take, etc.
Establish transportation management constraints
建立 transportation management constraints
Determining potential constraints for physical storage and retrieval of components or products in a storage facility within a certain timeframe. Consider factors such as the building shape, height, capacity, door locations, lift equipment, automation, etc.
Determining potential constraints for physical storage and retrieval of components or products in a storage facility within a certain timeframe. Consider factors such as the building shape, height, 容量, door locations, lift equipment, 自动化, etc.
Establish storage management constraints
建立 storage management constraints
Evaluating the system that defines how the products/inventory would reach from the source (i.e., manufacturer) to the destination (i.e., retailer/distributer).
Review distribution network
审查 distribution network
Establishing relationships with transportation/distribution sources in order to ensure an effective distribution network and strategy. Screen and evaluate various sources available to pick out the best among them.
Establishing relationships with transportation/distribution sources in order to ensure an effective distribution network and 战略. Screen and evaluate various sources available to pick out the best among them.
Establish sourcing relationships
建立 sourcing relationships
Creating strategic guidelines on the availability of the products at all the distribution centers. Create a dynamic network to ensure availability at all times, even in cases of defaults.
Creating strategic guidelines on the 可用性 of the products at all the distribution centers. 创建 a dynamic network to ensure 可用性 at all times, even in cases of defaults.
Establish dynamic deployment policies
建立 dynamic 部署 policies
Defining specific qualitative and quantitative target figures.
Establish quality targets
建立 质量 targets
Creating standard procedures for testing the quality of products/services. Describe the steps of key processes to help ensure consistent and quality output. Define the routine instructions for performing the quality testing activity.
Creating standard procedures for testing the 质量 of products/services. Describe the steps of key processes to help ensure consistent and 质量 output. 定义 the routine instructions for performing the 质量 testing activity.
Develop standard testing procedures
开发 standard testing procedures
Communicating the desired quality specifications to the manufacturing units, as well as the distribution centers, to avoid any misunderstanding or misinterpretation.
Communicating the desired 质量 specifications to the manufacturing units, as well as the distribution centers, to avoid any misunderstanding or misinterpretation.
Communicate quality specifications
Communicate 质量 specifications
SCOR DS 14.0 activity in 'Plan Supply Chain'.
SCOR DS 14.0 activity in '规划 供应链'.
Identify and prioritize SC requirements
识别 and prioritize SC requirements
Balance SC resources with requirements
平衡 SC resources with requirements
Establish and communicate SC plans
建立 and communicate SC plans
SCOR DS 14.0 activity in 'Fulfill Return Excess Product'.
SCOR DS 14.0 activity in '履约 Return Excess Product'.
Authorize return
Schedule receipt
调度 receipt
Receive product
接收 product
Transfer product
转移 product
SCOR DS 14.0 activity in 'Manage SC Business Rules'.
SCOR DS 14.0 activity in '管理 SC Business Rules'.
Gather business rule info
Interpret rules
Document rules
SCOR DS 14.0 activity in 'Manage SC Performance'.
SCOR DS 14.0 activity in '管理 SC 绩效'.
Initiate reporting
Analyze reports
分析 reports
Develop corrective actions
开发 corrective actions
SCOR DS 14.0 activity in 'Manage SC Data and Information'.
SCOR DS 14.0 activity in '管理 SC Data and Information'.
Receive and compile data
接收 and compile data
Maintain data integrity
维护 data integrity
SCOR DS 14.0 activity in 'Manage SC Human Resources'.
SCOR DS 14.0 activity in '管理 SC 人力资源'.
Identify skill requirements
识别 skill requirements
Identify available resources
识别 available resources
Match skills
SCOR DS 14.0 activity in 'Manage SC Assets'.
SCOR DS 14.0 activity in '管理 SC 资产'.
Schedule asset management
调度 asset management
Maintain assets
维护 资产
Configure assets
配置 资产
SCOR DS 14.0 activity in 'Manage SC Contracts'.
SCOR DS 14.0 activity in '管理 SC Contracts'.
Negotiate contracts
Establish contracts
建立 contracts
Manage contracts
管理 contracts
SCOR DS 14.0 activity in 'Manage SC Network'.
SCOR DS 14.0 activity in '管理 SC Network'.
Select network model
选择 network 模型
Evaluate alternatives
评估 alternatives
Finalize network
SCOR DS 14.0 activity in 'Manage SC Regulatory Compliance'.
SCOR DS 14.0 activity in '管理 SC Regulatory 合规'.
Monitor requirements
监控 requirements
Assess compliance
评估 合规
Adapt to changes
Adapt to 变更s
SCOR DS 14.0 activity in 'Manage SC Risk'.
SCOR DS 14.0 activity in '管理 SC 风险'.
Identify SC risks
识别 SC 风险s
Assess probability and impact
评估 probability and impact
Mitigate risks
Mitigate 风险s
Creating a plan for procuring materials and services. Plan what to buy, when, and from what sources. Include project requirements, the procurement team, the justification for the procurement, a timeline of events, and an explanation of the supplier selection process. Outline specific actions to start and complete purchases in order to adhere to best practices.
Creating a plan for procuring materials and services. 规划 what to buy, when, and from what sources. Include project requirements, the procurement team, the justification for the procurement, a timeline of events, and an explanation of the supplier selection process. Outline specific actions to start and complete purchases in order to adhere to best practices.
Develop procurement plan
开发 procurement plan
Defining the purchasing requirements for materials and services. Specify the exact inventory required for the production process. Create a specific quotation for all the sources in order to avoid any duplication or overlap.
Defining the purchasing requirements for materials and services. Specify the exact inventory required for the production process. 创建 a specific quotation for all the sources in order to avoid any duplication or overlap.
Clarify purchasing requirements
Developing a strategy to deal with issues projected to arise during implementation of the inventory plan. Identify how to react to issues that arise and require changes to the inventory plan, such as a vendor failing to deliver materials on time. Collaborate with production and suppliers to prepare solutions to projected problems.
Developing a 战略 to deal with issues projected to arise during implementation of the inventory plan. 识别 how to react to issues that arise and require 变更s to the inventory plan, such as a vendor failing to deliver materials on time. Collaborate with production and suppliers to prepare solutions to projected 问题s.
Establish materials management contingency plans
建立 materials management contingency plans
Synchronizing the requirements of materials and services and the capacity of suppliers for providing these materials and services. Revamp the procurement needs of the company in consideration of the capabilities of the suppliers.
Synchronizing the requirements of materials and services and the 容量 of suppliers for providing these materials and services. Revamp the procurement needs of the company in consideration of the capabilities of the suppliers.
Match needs to supply capabilities
Evaluating the spend profile of the organization. Collect, cleanse, classify, and analyze the procurement data with the purpose of reducing procurement costs, improving efficiency, and monitoring compliance.
Evaluating the spend profile of the organization. 收集, cleanse, classify, and analyze the procurement data with the purpose of reducing procurement costs, improving efficiency, and 监控 合规.
Analyze organization’s spend profile
分析 organization’s spend profile
Seeking the most efficient sourcing and procurement opportunities.
Seek opportunities to improve efficiency and value
Collaborating with the suppliers of materials and services in order to determine new opportunities for sourcing, share market insights, manage risk, identify and align supplier capabilities with long-term business goals.
Collaborating with the suppliers of materials and services in order to determine new opportunities for sourcing, share market insights, manage 风险, identify and align supplier capabilities with long-term business goals.
Collaborate with suppliers to align with long term business goals
Collaborating with the suppliers of materials and services in order to determine new opportunities for sourcing.
Collaborate with suppliers to identify sourcing opportunities
Analyzing the position and performance of sourcing categories or products based on spend, supplier dynamics, market conditions, and value contribution to inform category planning decisions.
Analyzing the position and 绩效 of sourcing categories or products based on spend, supplier dynamics, market conditions, and value contribution to inform category planning decisions.
Analyze category/product positioning and performance
分析 category/product positioning and 绩效
Forecasting demand for sourcing categories across relevant markets or consumption channels to support planning, supplier strategy, and capacity alignment.
Forecasting demand for sourcing categories across relevant markets or consumption channels to support planning, supplier 战略, and 容量 对齐.
Forecast demand for each category by market
预测 demand for each category by market
Establishing revenue, cost, and margin targets for sourcing categories to guide category strategy, sourcing decisions, and performance evaluation.
Establishing revenue, cost, and margin targets for sourcing categories to guide category 战略, sourcing decisions, and 绩效 evaluation.
Assign revenue and margin targets to each category
Evaluating the pros and cons of various suppliers. Choose the most appropriate and cost-effective suppliers on the basis of their material quality, delivery schedules, and costs.
Evaluating the pros and cons of various suppliers. Choose the most appropriate and cost-effective suppliers on the basis of their material 质量, delivery schedules, and costs.
Select suppliers
选择 suppliers
Validating the supply sources, and provide certification as an official supplier.
Certify and validate suppliers
Legally binding suppliers with the company. Negotiate contracts individually with all the suppliers that include the promised material delivery, the delivery dates and duration, etc.
Negotiate and establish contracts
Keeping contracts up-to-date with routine evaluation. Maintain order and discipline with the contracts in order to avoid any loss of information and mishaps.
Keeping contracts up-to-date with routine evaluation. 维护 order and discipline with the contracts in order to avoid any loss of information and mishaps.
Handling operations related to processing/reviewing the requisitions. Establish and maintain procedures for the initiation, authorization, and processing of purchase requirements to procure products/services.
Handling operations related to processing/reviewing the requisitions. 建立 and maintain procedures for the initiation, authorization, and processing of purchase requirements to procure products/services.
Process/Review requisitions
处理/审查 requisitions
Approving requisitions for materials and services. Examine distributor-specific requests, and validate them individually.
Approve requisitions
Requesting quotes from suppliers. Use a request for quotation (RFQ) to invite suppliers into a bidding process for specific products/services.
Solicit supplier quotes
Creating and placing the orders for purchasing materials and services from suppliers. Analyze vendor quotes. Choose the most cost-effective vendors. Create vendor-specific orders. Distribute them in order to initiate the purchasing process.
Creating and placing the orders for purchasing materials and services from suppliers. 分析 vendor quotes. Choose the most cost-effective vendors. 创建 vendor-specific orders. Distribute them in order to initiate the purchasing process.
Create/Distribute purchase orders
创建/Distribute purchase orders
Accelerating the purchase orders in order to fulfill the internal needs (for raw materials) depicted through inquiries.
Accelerating the purchase orders in order to 履约 the internal needs (for raw materials) depicted through inquiries.
Expedite orders and satisfy inquiries
Verify that purchase orders are filled as expected: verify that items and quantities are delivered as expected, based on purchase order details and goods receipts.
验证 that purchase orders are filled as expected: verify that items and quantities are delivered as expected, based on purchase order details and goods receipts.
Reconcile purchase orders
Identifying and resolving any exceptions. Address the internal needs/inquiries for materials that cannot be procured immediately. Research inquiries that require the need of exceptional materials.
Research/Resolve order exceptions
Research/解决 order exceptions
Create and maintain vendor master files. Examining procurement and vendor performance. Report delivery timing and the quality of the materials procured through different vendors. This data must align with vendor master file, see PCFID 10869.
创建 and maintain vendor master files. Examining procurement and vendor 绩效. 报告 delivery timing and the 质量 of the materials procured through different vendors. This data must align with vendor master file, see PCFID 10869.
Monitor/Manage supplier information
监控/管理 supplier information
Assisting the production and inventory processes through the information and reports created. Use the information and metrics of the procurement and vendor performance to enhance or improve the production process.
Assisting the production and inventory processes through the information and reports created. Use the information and metrics of the procurement and vendor 绩效 to enhance or improve the production process.
Prepare/Analyze procurement and supplier performance
准备/分析 procurement and supplier 绩效
Support inventory and production processes by analyzing impact of procurement decisions and collaborating to constantly improve. (For example, perhaps minimum order requirements could be negotiated to be lower, to reduce excessive inventory and make production more flexible.)
Support inventory and production processes
Track the performance of the suppliers on product quality. Use this information to further improve sourcing and supplier performance.
跟踪 the 绩效 of the suppliers on product 质量. Use this information to further improve sourcing and supplier 绩效.
Monitor quality of product delivered
监控 质量 of product delivered
SCOR DS 14.0 activity in 'Source Stocked Product'.
Schedule product deliveries
调度 product deliveries
Verify product
验证 product
SCOR DS 14.0 activity in 'Source Make-to-Order Product'.
Schedule deliveries
调度 deliveries
SCOR DS 14.0 activity in 'Source Engineer-to-Order Product'.
Identify sources of supply
识别 sources of supply
Select final supplier
选择 final supplier
SCOR DS 14.0 activity in 'Manage SC Technology'.
SCOR DS 14.0 activity in '管理 SC Technology'.
Define tech requirements
定义 tech requirements
Select solutions
选择 solutions
Implement technology
实施 technology
SCOR DS 14.0 activity in 'Manage SC Sustainability'.
SCOR DS 14.0 activity in '管理 SC 可持续发展'.
Define ESG objectives
定义 ESG objectives
Improve sustainable practices
Report on circular economy metrics
报告 on 循环经济 metrics
Creating a representation of plant facilities to optimize material flow, resource utilization, and logistics for all levels of plant planning from global production facilities, through local plants, to specific lines and enabling the comparison of production�alternatives,.
Model and simulate plant
模型 and simulate plant
Initiating the line-level plan for production. Break down the production schedule into specific lines, specifying the various objectives the production schedule.
Generate line level plan
Broadening the line-level plan. Specify all the individual production processes, along with the timing and the duration to come up with a working schedule that tracks the whole process and any deviations that might occur.
Generate detailed schedule
Creating a schedule to commence production of orders received, and creating lots to consolidate the processing. Plan when the production orders are to be initiated by commencing the operations for processing products/services. Specify which materials to produce, where to produce them, which operations will facilitate this, and on which date production is to start. Define the size of production lots, demarcating the durations of batch production.
Creating a schedule to commence production of orders received, and creating lots to consolidate the processing. 规划 when the production orders are to be initiated by commencing the operations for processing products/services. Specify which materials to produce, where to produce them, which operations will facilitate this, and on which date production is to start. 定义 the size of production lots, demarcating the durations of batch production.
Schedule production orders and create lots
调度 production orders and create lots
Scheduling planned maintenance of the production equipment.
Plan for preventive maintenance
规划 for preventive maintenance
Scheduling requested maintenance in order to address breakdowns where repairs or corrective remedies are needed immediately. Create a scheme for undertaking unplanned maintenance work on equipment/machinery that has come to be in urgent need for it. Express turnaround to redress using specialized personnel.
Scheduling requested maintenance in order to address breakdowns where repairs or corrective remedies are needed immediately. 创建 a scheme for undertaking unplanned maintenance work on equipment/machinery that has come to be in urgent need for it. Express turnaround to redress using specialized personnel.
Request unplanned maintenance
Initiating the delivery of production orders, and creating lots. Communicate the order that specifies which material to produce, where to produce it, which operations to require, and on which date production takes place. Define how to settle the order costs. Create production lots, which is a particular production unit of an assembly that is planned and manufactured.
Initiating the delivery of production orders, and creating lots. Communicate the order that specifies which material to produce, where to produce it, which operations to require, and on which date production takes place. 定义 how to settle the order costs. 创建 production lots, which is a particular production unit of an assembly that is planned and manufactured.
Release production orders and create lots
发布 production orders and create lots
Administering the inventory of raw materials. Manage the total cost of all component parts in stock but not yet used. Manage the cost of the direct materials (i.e., materials incorporated into the final product) and indirect materials (i.e., materials not incorporated into the final product but consumed during the production process).
Administering the inventory of raw materials. 管理 the total cost of all component parts in stock but not yet used. Manage the cost of the direct materials (i.e., materials incorporated into the final product) and indirect materials (i.e., materials not incorporated into the final product but consumed during the production process).
Manage raw material inventory
管理 raw material inventory
Creating and implementing the detailed line production schedule on the ground level.
Execute detailed line schedule
执行 detailed line schedule
Recording and reporting any deviations or issues in the maintenance schedule, in the performance to the production management team, and for unplanned maintenance.
Recording and reporting any deviations or issues in the maintenance schedule, in the 绩效 to the production management team, and for unplanned maintenance.
Report maintenance issues
报告 maintenance issues
Reproducing the items produced defectively. Assess the produced items by conducting quality and standardization tests in order to diagnose any discrepancies. Reproduce defective items.
Reproducing the items produced defectively. 评估 the produced items by conducting 质量 and standardization tests in order to diagnose any discrepancies. Reproduce defective items.
Rerun defective items
Creating and applying technology to monitor and control the production and delivery of products and services. Automation involves a broad range of technologies.
Creating and applying technology to monitor and control the production and delivery of 产品和服务. 自动化 involves a broad range of technologies.
Automate and control plant
自动化 and control plant
Including a broad range of techniques and technologies implemented within industrial process control systems that are routinely reviewed, audited, and improved, advanced process controls typically address particular performance or economic improvement opportunities. An advanced set of process control measures can be used to reduce variation and identify primary improvement options. Results of analysis are fed back into process design for incorporation into production.
Including a broad range of techniques and technologies implemented within industrial process control systems that are routinely reviewed, audited, and improved, advanced process controls typically address particular 绩效 or economic improvement opportunities. An advanced set of process control measures can be used to reduce variation and identify primary improvement options. Results of analysis are fed back into process design for incorporation into production.
Perform advanced process control
Helping organizations increase performance and efficiency, real-time optimization is a category of closed-loop process control that aims at optimizing process performance in real time for systems. It is normally built upon model-based optimization systems and is usually large scale. Real-time optimization automatically detects errors, and can modify and eliminate both random and non-random errors, as well as analyze and monitor all systems involved.
Helping organizations increase 绩效 and efficiency, real-time optimization is a category of closed-loop process control that aims at optimizing process 绩效 in real time for systems. It is normally built upon 模型-based optimization systems and is usually large scale. Real-time optimization automatically detects errors, and can modify and eliminate both random and non-random errors, as well as analyze and monitor all systems involved.
Perform real-time optimization
Applying human factors and instrumentation engineering and systems thinking to manage the design of an alarm or alert system to increase its usability. Typical challenges include having too many alarms in a plant, poorly designed alarms/alerts, improperly set alarm/alert points, unclear alarm/alert messages, etc. Poor alarm management is one of the leading causes of unplanned downtime.
Manage plant alarms and alerts
管理 plant alarms and alerts
Analyzing and benchmarking the production process to judge its effectiveness and efficiency. Create production metrics to numerically calculate the performance of the production process.
Analyzing and benchmarking the production process to judge its effectiveness and efficiency. 创建 production metrics to numerically calculate the 绩效 of the production process.
Assess production performance
评估 production 绩效
Regulating the equipment used for performing quality tests. Assess correspondence between the quality testing equipment and the desired quality standards. Ensure the calibration standard is more accurate than the instrument being tested.
Regulating the equipment used for performing 质量 tests. 评估 correspondence between the 质量 testing equipment and the desired 质量 standards. Ensure the calibration standard is more accurate than the instrument being tested.
Calibrate test equipment
Performing testing using calibrated equipment and in consent with the standard testing procedure, including testing time.
Perform testing using the standard testing procedure
Selecting a set of elements from a product lot to draw conclusions or make inferences about the quality of the product lot from which the sample is drawn. Sampling is frequently used because gathering data on every product produced by a company is often impossible, impractical, or too costly to collect.
Selecting a set of elements from a product lot to draw conclusions or make inferences about the 质量 of the product lot from which the sample is drawn. Sampling is frequently used because gathering data on every product produced by a company is often impossible, impractical, or too costly to collect.
Manage quality samples
管理 质量 samples
Documenting the results and outcomes of the quality tests. Track the performance of the production process. Record/Document it to evaluate the qualitative efficiency of the production process. Use electronic devices and software in order to ensure effectiveness in recording the results and outcomes of the test.
Documenting the results and outcomes of the 质量 tests. 跟踪 the 绩效 of the production process. Record/Document it to evaluate the qualitative efficiency of the production process. Use electronic devices and software in order to ensure effectiveness in recording the results and outcomes of the test.
Record test results
Managing and monitoring the occurrences of problems with a process or product. It is important that nonconformance occurrences are tracked in a standardized way so the data can easily be reviewed to assess the impact of the problem. Ongoing analysis of trends in nonconformance gives an organization the ability to make process changes to reduce the incidence and cost of nonconformances.
Managing and 监控 the occurrences of 问题s with a process or product. It is important that nonconformance occurrences are tracked in a standardized way so the data can easily be reviewed to assess the impact of the 问题. Ongoing analysis of trends in nonconformance gives an organization the ability to make process 变更s to reduce the incidence and cost of nonconformances.
Track and analyze non-conformance trends
跟踪 and analyze non-conformance trends
Using a technique that helps people answer the question of why a problem occurred in the first place. It seeks to identify the origin of a problem using a specific set of steps, with associated tools, to find the primary cause of the problem to determine what happened, why, and how to reduce the likelihood that it will happen again.
Using a technique that helps people answer the question of why a 问题 occurred in the first place. It seeks to identify the origin of a 问题 using a specific set of steps, with associated tools, to find the primary cause of the 问题 to determine what happened, why, and how to reduce the likelihood that it will happen again.
Perform root cause analysis
Allotting an identification number to a particular quantity or lot of material manufactured. Assign lot numbers on the basis of specific production units, material similarity, etc. Place lot numbers on the outside of packaging.
Determine lot numbering system
Identifying the use of production lots. Define where, how, and when to use a specific production lot.
Identifying the use of production lots. 定义 where, how, and when to use a specific production lot.
Determine lot use
SCOR DS 14.0 activity in 'Transform Make-to-Stock'.
SCOR DS 14.0 activity in '转化 Make-to-Stock'.
Schedule production
调度 production
Issue material
Produce and test
Package
Stage finished product
Release to fulfill
发布 to 履约
SCOR DS 14.0 activity in 'Transform Make-to-Order'.
SCOR DS 14.0 activity in '转化 Make-to-Order'.
Issue sourced product
SCOR DS 14.0 activity in 'Transform Engineer-to-Order'.
SCOR DS 14.0 activity in '转化 Engineer-to-Order'.
Finalize production engineering
AI-era activity: AI-Enabled Quality Inspection.
AI-era activity: AI-Enabled 质量 Inspection.
AI-Enabled Quality Inspection
AI-Enabled 质量 Inspection
Determining the requirements for managing the flow of things between the point of origin and the point of consumption by assessing the service requirements of the customers.
Translate customer service requirements into logistics requirements
Translate 客户服务 requirements into logistics requirements
Developing a network for logistical activities. Create a network of entities through which materials and information flow, encompassing all related activities associated with the flow of transformation of products.
Developing a network for logistical activities. 创建 a network of entities through which materials and information flow, encompassing all related activities associated with the flow of 转化ation of products.
Design logistics network
设计 logistics network
Conveying outsourcing needs within the organization, with the objective of sourcing the assistance required. Define the portion of logistical activities that can be transferred to outside suppliers. Assess third-party agencies to carefully select the most appropriate agencies for outsourcing. Convey these needs to management or the appropriate authority.
Conveying outsourcing needs within the organization, with the objective of sourcing the assistance required. 定义 the portion of logistical activities that can be transferred to outside suppliers. 评估 third-party agencies to carefully select the most appropriate agencies for outsourcing. Convey these needs to management or the appropriate authority.
Communicate outsourcing needs
Establishing rules and regulations, as well as the terms and conditions regarding the delivery of service by the company. Develop a delivery plan that specifies what, how, when, and in which way to deliver services to the customer.
Establishing rules and regulations, as well as the terms and conditions regarding the delivery of service by the company. 开发 a delivery plan that specifies what, how, when, and in which way to deliver services to the customer.
Develop and maintain delivery service policy
开发 and maintain delivery service policy
Optimizing the schedule and costs of transportation services. Design a logistics strategy by strategically creating delivery routes and systems, which optimizes the overall transportation schedules and costs. Evaluate different transportation sources in order to select the most appropriate and cost-effective sources.
Optimizing the schedule and costs of transportation services. 设计 a logistics 战略 by strategically creating delivery routes and systems, which optimizes the overall transportation schedules and costs. 评估 different transportation sources in order to select the most appropriate and cost-effective sources.
Optimize transportation schedules and costs
优化 transportation schedules and costs
Establishing measures for evaluating the performance of the logistics strategy of the organization. Establish key performance indicators, including the logistics performance index, delivery in full, and delivery on time.
Establishing measures for evaluating the 绩效 of the logistics 战略 of the organization. 建立 key 绩效 indicators, including the logistics 绩效 index, delivery in full, and delivery on time.
Define key performance measures
定义 key 绩效 measures
Establish a strategy that includes rules and regulations for the physical handling, information processing, and disposition of product and packaging returned by the buyer to the seller or an intermediary. Include return approval, transportation coordination, advance communication, product tracking, receipt, disposition of the return, and processing warranty claims in the strategy.
建立 a 战略 that includes rules and regulations for the physical handling, information processing, and disposition of product and packaging returned by the buyer to the seller or an intermediary. Include return approval, transportation coordination, advance communication, product tracking, receipt, disposition of the return, and processing warranty claims in the 战略.
Define reverse logistics strategy
定义 reverse logistics 战略
SCOR DS 14.0 activity in 'Fulfill Make-to-Order Product'.
SCOR DS 14.0 activity in '履约 Make-to-Order Product'.
Pick product
Pack product
Ship product
Confirm delivery
SCOR DS 14.0 activity in 'Fulfill Engineer-to-Order Product'.
SCOR DS 14.0 activity in '履约 Engineer-to-Order Product'.
Schedule installation
调度 installation
Install product
Confirm acceptance
SCOR DS 14.0 activity in 'Fulfill Retail Product'.
SCOR DS 14.0 activity in '履约 Retail Product'.
Generate stocking schedule
Receive product at store
接收 product at store
Pick from backroom
Stock shelf
Checkout
Managing the receipts of inbound materials. Create a plan accounting for the materials procured from the source of supply and the materials delivered to the distribution center or the warehouse.
Managing the receipts of inbound materials. 创建 a plan accounting for the materials procured from the source of supply and the materials delivered to the distribution center or the warehouse.
Plan inbound material receipts
规划 inbound material receipts
Managing all the internal activities related to the flow/transfer of materials. Manage materials being delivered to distribution center or warehouse. Gauge the time taken for delivery and if the delivery process is on time.
Managing all the internal activities related to the flow/transfer of materials. 管理 materials being delivered to distribution center or warehouse. Gauge the time taken for delivery and if the delivery process is on time.
Manage inbound material flow
管理 inbound material flow
Overseeing the performance of an inbound delivery system. Check the present delivery system's efficiency, cost effectiveness, and adherence to a delivery schedule.
Overseeing the 绩效 of an inbound delivery system. Check the present delivery system's efficiency, cost effectiveness, and adherence to a delivery schedule.
Monitor inbound delivery performance
监控 inbound delivery 绩效
Tracking and taking care of the products that have been internally returned either because of their deficiency or in cases of incorrect delivery.
Manage flow of returned products
管理 flow of returned products
Implement a checks and balances system to verify that returned parts meet acceptable quality standards to determine appropriate disposition activity.
实施 a checks and balances system to verify that returned parts meet acceptable 质量 standards to determine appropriate disposition activity.
Determine quality of controlled part
Determine 质量 of controlled part
Executing activities for reinstating the returned products. Present the customer with additional incentives of compensation in case of any defective products delivery or any discrepancy in the product specifications in order to save the order from being permanently returned.
Perform salvage activities
Administering the reinstatement of the returned product in order to return them back to customers. Repair or remanufacture the defective or ineffective products returned by the customer. Process the delivery of the repaired or remanufactured products back to the customer.
Administering the reinstatement of the returned product in order to return them back to customers. Repair or remanufacture the defective or ineffective products returned by the customer. 处理 the delivery of the repaired or remanufactured products back to the customer.
Manage repair/refurbishment
管理 repair/refurbishment
Moving a returned product back to inventory or stock. Whether a product is sufficient as returned, repaired, or refurbished, moving that product back to inventory for resale or returning to customer is the fnal step in Manage disposition of returned products.
Moving a returned product back to inventory or stock. Whether a product is sufficient as returned, repaired, or refurbished, moving that product back to inventory for resale or returning to customer is the fnal step in 管理 disposition of returned products.
Return to finished goods inventory
Tracking the logistical act of delivering or releasing an inventory item or entity to targeted end users. Track how much inventory has been deployed at all the distribution centers, individually.
Tracking the logistical act of delivering or releasing an inventory item or entity to targeted end users. 跟踪 how much inventory has been deployed at all the distribution centers, individually.
Manage and track inventory deployment
管理 and track inventory 部署
Coordinating the incoming inbound materials/products. Accept the delivery of these materials and the subsequent storage. Track them at the warehouse/distribution center.
Coordinating the incoming inbound materials/products. Accept the delivery of these materials and the subsequent storage. 跟踪 them at the warehouse/distribution center.
Receive, inspect, and store inbound deliveries
接收, inspect, and store inbound deliveries
Keeping track of the availability of different materials/products at the warehouse and distribution centers.
Keeping track of the 可用性 of different materials/products at the warehouse and distribution centers.
Track product availability
跟踪 product 可用性
Packing and shipping the product to deliver to the customer. Take care of the internal and external packaging of the products in order to ensure safe transportation of the products from the warehouse to delivery locations. Notify the ERP system and/or Accounts Receivable Dept.
Pick, pack, and ship product for delivery
Monitoring any discrepancies between electronic records that represent the inventory and the physical state of the inventory. Look for discrepancies such as phantom inventory, which includes products that an inventory accounting system considers to be available at the storage location but are not actually available.
监控 any discrepancies between electronic records that represent the inventory and the physical state of the inventory. Look for discrepancies such as phantom inventory, which includes products that an inventory accounting system considers to be available at the storage location but are not actually available.
Track inventory accuracy
跟踪 inventory accuracy
Keeping a track on the storage and shipping performance of third-party agencies. Monitor logistics storage and shipping performance for third-party agencies. Use measures such as a logistics scoreboard, activity-based costing, economic value analysis, and balanced scorecards.
Keeping a track on the storage and shipping 绩效 of third-party agencies. 监控 logistics storage and shipping 绩效 for third-party agencies. Use measures such as a logistics scoreboard, activity-based costing, economic value analysis, and balanced scorecards.
Track third-party logistics storage and shipping performance
跟踪 third-party logistics storage and shipping 绩效
Administering the movement of the finished products that are processed by the organization through its warehouses. Track goods through the use of systems such as barcodes in order to monitor the volumes available, quantity of out-flowing goods, remaining shelf life of the product, etc.--ultimately, to best manage the warehouse capacity.
Administering the movement of the finished products that are processed by the organization through its warehouses. 跟踪 goods through the use of systems such as barcodes in order to monitor the volumes available, quantity of out-flowing goods, remaining shelf life of the product, etc.--ultimately, to best manage the warehouse 容量.
Manage physical finished goods inventory
管理 physical finished goods inventory
Shipping items from one warehouse to another in a multi-warehouse environment. A warehouse transfer is typically handled electronically in a system designed to replicate the physical processes involved with transferring items from one warehouse to another.
Manage warehouse transfers
管理 warehouse transfers
Organizing the transportation and delivery of outbound products. Plan and organize the transportation, shipping, and delivery of the end products. Create a plan that specifies dispatch and delivery of the product to its destination, as well the transportation.
Organizing the transportation and delivery of outbound products. 规划 and organize the transportation, shipping, and delivery of the end products. 创建 a plan that specifies dispatch and delivery of the product to its destination, as well the transportation.
Plan, transport, and deliver outbound product
规划, transport, and deliver outbound product
Monitoring delivery performance when carrying products from the warehouse/distribution centers to the retailers or end consumers. Create a performance metrics based on the key performance indicators.
监控 delivery 绩效 when carrying products from the warehouse/distribution centers to the retailers or end consumers. 创建 a 绩效 metrics based on the key 绩效 indicators.
Track carrier delivery performance
跟踪 carrier delivery 绩效
Taking care of a range of functions related to the means of transport used for delivering the end products. Manage vehicle financing, vehicle maintenance, vehicle telematics (tracking and diagnostics), driver management, speed management, fuel management, and health and safety management.
Taking care of a range of functions related to the means of transport used for delivering the end products. 管理 vehicle financing, vehicle maintenance, vehicle telematics (tracking and diagnostics), driver management, speed management, fuel management, and health and 安全 management.
Manage transportation fleet
管理 transportation fleet
Organizing and inspecting all account statements and any other documentation for the carriers used in delivery. Create, manage, and inspect all documents related to the financial, regulatory, and administrative accounts of all the carriers/freights. Generate receipts for all freight transactions.
Organizing and inspecting all account statements and any other documentation for the carriers used in delivery. 创建, manage, and inspect all documents related to the financial, regulatory, and administrative accounts of all the carriers/freights. Generate receipts for all freight transactions.
Process and audit carrier invoices and documents
处理 and audit carrier invoices and documents
Soliciting or acquiring information using various sources such as databases, customer interactions, and customer request forms. Hand them further up the hierarchy to deal with them. Categorize the user's request, determining if the request is supportable and prioritizing the request.
Process customer request
处理 customer request
Documenting the individual customer service requirements solicited, along with personal information of the customers, in order to generate customized profiles that hasten the delivery process.
Documenting the individual 客户服务 requirements solicited, along with personal information of the customers, in order to generate customized profiles that hasten the delivery process.
Create customer profile
创建 customer profile
Designing a short-term agreement between the service provider and customer. One-time services are ordered by the service recipient and resource-related billing is performed upon completion. Use the service order to document service and customer service work.
Designing a short-term agreement between the service provider and customer. One-time services are ordered by the service recipient and resource-related billing is performed upon completion. Use the service order to document service and 客户服务 work.
Generate last mile delivery order
Developing a plan for sourcing and deploying the resources required to fulfill customer service needs. Document a detailed summary of all types of resources (equipment, finance, personnel, time, etc.) required to complete customer service requests and procure these resources. Identify and assess various sources in order to effectively create a resourcing plan.
Developing a plan for sourcing and deploying the resources required to 履约 客户服务 needs. Document a detailed summary of all types of resources (equipment, finance, personnel, time, etc.) required to complete 客户服务 requests and procure these resources. 识别 and assess various sources in order to effectively create a resourcing plan.
Create resourcing plan and schedule
创建 resourcing plan and schedule
Designing a detailed summary of customer service order requirements, along with information concerning the timing and duration for these services. Categorize the customer needs. Monitor the services delivered.
Designing a detailed summary of 客户服务 order requirements, along with information concerning the timing and duration for these services. Categorize the customer needs. 监控 the services delivered.
Create last mile delivery service order fulfillment schedule
创建 last mile delivery service order 履约ment schedule
Laying out a daily plan of specific service orders that need to be fulfilled. Document and systematically order these activities to ensure high effectiveness and efficiency.
Laying out a daily plan of specific service orders that need to be 履约ed. Document and systematically order these activities to ensure high effectiveness and efficiency.
Organize daily last mile delivery order fulfillment schedule
Organize daily last mile delivery order 履约ment schedule
Dispatching and delivering the resources needed for the specific service requirements from the source/warehouse. Manage the dispatch, transportation, and delivery of the services.
Dispatching and delivering the resources needed for the specific service requirements from the source/warehouse. 管理 the dispatch, transportation, and delivery of the services.
Execute product delivery
执行 product delivery
Handling and managing orders fulfilled, along with the orders are not or partially fulfilled to track the order fulfillment progress. Use electronic devices such as trackers and GPS in order track and ensure delivery of the orders.
Handling and managing orders 履约ed, along with the orders are not or partially 履约ed to track the order 履约ment progress. Use electronic devices such as trackers and GPS in order track and ensure delivery of the orders.
Manage last mile delivery order fulfillment
管理 last mile delivery order 履约ment
Determining the service orders that have been successfully delivered. Identify the service orders completed and delivered to the customer. Leverage communication systems to ensure coordination with the customers in order to avoid mishaps.
Determining the service orders that have been successfully delivered. 识别 the service orders completed and delivered to the customer. Leverage communication systems to ensure coordination with the customers in order to avoid mishaps.
Identify completed last mile delivery orders for feedback
识别 completed last mile delivery orders for feedback
Determining orders which have not been completed or delivered. Identify the service orders that are partially or entirely incomplete, as well as the orders that have not been delivered to the customer. Use techniques such as project trackers to recognize the progress of the service orders.
Determining orders which have not been completed or delivered. 识别 the service orders that are partially or entirely incomplete, as well as the orders that have not been delivered to the customer. Use techniques such as project trackers to recognize the progress of the service orders.
Identify incomplete last mile delivery orders and last mile delivery service failures
识别 incomplete last mile delivery orders and last mile delivery service failures
Obtaining and procuring customer reviews or feedback on the services delivered. Design a customer feedback form, or communicate with the customer through the phone or online.
Obtaining and procuring customer reviews or feedback on the services delivered. 设计 a customer feedback form, or communicate with the customer through the phone or online.
Solicit customer feedback on last mile services delivered
Assessing and incorporating customer reviews/feedback into the service plan to ensure high quality of service.
Assessing and incorporating customer reviews/feedback into the service plan to ensure high 质量 of service.
Process customer feedback on last mile services delivered
处理 customer feedback on last mile services delivered
SCOR DS 14.0 activity in 'Order Stocked Product'.
Process inquiry and quote
处理 inquiry and quote
Receive and validate order
接收 and validate order
Reserve inventory
Consolidate orders
SCOR DS 14.0 activity in 'Order Make-to-Order Product'.
Reserve resources
SCOR DS 14.0 activity in 'Order Engineer-to-Order Product'.
Obtain and respond to RFP/RFQ
Negotiate and receive contract
Confirm order specifications
SCOR DS 14.0 activity in 'Fulfill Stocked Product'.
SCOR DS 14.0 activity in '履约 Stocked Product'.
Build loads
构建 loads
Route shipments
SCOR DS 14.0 activity in 'Source Return Defective Product'.
Identify defective condition
识别 defective condition
Request return authorization
Schedule shipment
调度 shipment
Return product
SCOR DS 14.0 activity in 'Source Return MRO Product'.
Identify MRO condition
识别 MRO condition
SCOR DS 14.0 activity in 'Source Return Excess Product'.
Identify excess product
识别 excess product
SCOR DS 14.0 activity in 'Fulfill Return Defective Product'.
SCOR DS 14.0 activity in '履约 Return Defective Product'.
Schedule return receipt
调度 return receipt
SCOR DS 14.0 activity in 'Fulfill Return MRO Product'.
SCOR DS 14.0 activity in '履约 Return MRO Product'.
Providing a system for which to manage customer needs and a structure for which to facilitate service delivery to fulfill those needs.
Providing a system for which to manage customer needs and a structure for which to facilitate service delivery to 履约 those needs.
Set up and maintain service delivery governance and management system
Set up and maintain service delivery 治理 and management system
Conducting and implementing performance measures to ensure successful delivery of service to the customer.
Conducting and implementing 绩效 measures to ensure successful delivery of service to the customer.
Manage service delivery performance
管理 service delivery 绩效
Providing guidance of resources to ensure that the development and direction of service delivery is in line with customer needs.
Manage service delivery development and direction
管理 service delivery development and direction
Engaging the customer post delivery to gauge the effectiveness of services rendered in order to improve on key delivery functions going forward.
Solicit feedback from customer on service delivery satisfaction
Aligning organization practices to meet the needs of the customer by creating service delivery goals.
Define service delivery goals
定义 service delivery goals
Outlining labor policies for resources and ensuring that those policies meet the needs of the organization, the customer, and government regulations.
Define labor policies
定义 labor policies
Understanding the needs of the customer and providing the necessary resources to meet those requirements.
Evaluate resource availability
评估 resource 可用性
Identifying and understanding the limitations imposed upon service delivery network and supply.
Define service delivery network and supply constraints
定义 service delivery network and supply constraints
Defanging policies and procedures that focus on meeting the needs and expectations of the customer within the working parameters of the organization.
Define service delivery process
定义 service delivery process
Revisioning service delivery procedures that fall short of performance parameters. Realign procedures with specified expectations in order to provide successful service delivery.
Revisioning service delivery procedures that fall short of 绩效 parameters. Realign procedures with specified expectations in order to provide successful service delivery.
Review and validate service delivery procedures
审查 and validate service delivery procedures
Creating a workplace that best serves the needs of the organization and customer through strategic layout and infrastructure.
Creating a workplace that best serves the needs of the organization and customer through strategic layout and 基础设施.
Define service delivery workplace layout and infrastructure
定义 service delivery workplace layout and 基础设施
SCOR DS 14.0 activity in 'Plan Service Operations'.
SCOR DS 14.0 activity in '规划 Service Operations'.
Forecast service demand
预测 service demand
Plan resource allocation
规划 resource allocation
Balance capacity
平衡 容量
Tracking potential opportunities as they move through the various stages of the pipeline.
Tracking potential opportunities as they move through the various stages of the 流水线.
Monitor pipeline
监控 流水线
Identifying the demand anticipated for the organization's services. Estimate future demand for services using historical data, analysis of the market environment, and external data.
Develop baseline forecasts
开发 baseline forecasts
Providing a collaborative meeting in which to engage the customer to understand the scope of their needs and constructing solutions based on need and constraints.
Collaborate with customers
Arriving at a consensus over the forecasted levels of demand for services by analyzing baseline forecasts and customer input.
Develop consensus forecast
开发 consensus forecast
Identifying what skillset is necessary for the delivery of opportunities. Determine the forecast of customer orders based upon those skillsets and the resources available.
Determine availability of skills to deliver on current and forecast customer orders
Determine 可用性 of skills to deliver on current and forecast customer orders
Overseeing all activities necessary to deliver services to customer. Revise forecast to account for any issues that may arise. This could be changes in market trend, resource changes, etc.
Overseeing all activities necessary to deliver services to customer. Revise forecast to account for any issues that may arise. This could be 变更s in market trend, resource 变更s, etc.
Monitor activity against forecast and revise forecast
监控 activity against forecast and revise forecast
Recognizing potential problems in the current forecast and making the necessary changes to align the forecast meet demand.
Recognizing potential 问题s in the current forecast and making the necessary 变更s to align the forecast meet demand.
Evaluate and revise forecasting approach
评估 and revise forecasting approach
Analyzing forecasting against actuals to determine accuracy. Modify forecasting to align with actual need.
Measure forecast accuracy
Analyzing the skills needed to perform services to be delivered. Classify and organize these skills requirements.
Define and manage skills taxonomy
定义 and manage skills taxonomy
Creating a plan to ensure that all resources are available to carry out services required for the customer. This can include physical resources and personnel.
Create resource plan
创建 resource plan
Matching demand with skills and capability. Enlisting suppliers and partners to help with demand when needed.
Match resource demand with capacity, skills, and capabilities
Match resource demand with 容量, skills, and capabilities
Understanding organizational need to enlist suppliers to provide resources for gaps in skills and capabilities. Identify where additional skills are needed and collaborate with third parties to fill those demands.
Understanding organizational need to enlist suppliers to provide resources for gaps in skills and capabilities. 识别 where additional skills are needed and collaborate with third parties to fill those demands.
Collaborate with suppliers and partners to supplement skills and capabilities
Realizing critical resources required to perform and carry out customer needs. Engage with suppliers to fulfill those needs, if necessary. Identify supplier threshold for performing those needs.
Realizing critical resources required to perform and carry out customer needs. Engage with suppliers to 履约 those needs, if necessary. 识别 supplier threshold for performing those needs.
Identify critical resources and supplier capacity
识别 critical resources and supplier 容量
Directing and managing workforce needs. Ensure that resources are at full capacity. Monitor that all resources are able to skilled in their respective rolls. Make sure that necessary resources are available to provide the needed services.
Directing and managing workforce needs. Ensure that resources are at full 容量. 监控 that all resources are able to skilled in their respective rolls. Make sure that necessary resources are available to provide the needed services.
Monitor and manage resource capacity and availability
监控 and manage resource 容量 and 可用性
Develop service delivery training plan
开发 service delivery 训练 plan
Developing materials necessary to provide comprehensive training for the skills or behavior needed to deliver services. This can be any number for formats such as classroom or computer based training.
Developing materials necessary to provide comprehensive 训练 for the skills or behavior needed to deliver services. This can be any number for formats such as classroom or computer based 训练.
Develop training materials
开发 训练 materials
Providing training to the employee within a manageable timeframe to meet the needs of both the individual and the organization.
Providing 训练 to the employee within a manageable timeframe to meet the needs of both the individual and the organization.
Manage training schedule
管理 训练 schedule
Educating service delivery personnel on all aspects of the operations process of the organization.
Deliver operations training
Deliver operations 训练
Ensuring that all personnel are trained on all technical aspects of service delivery to include compliance with constraints on how advanced technologies including artificial intelligence (AI) are used.
Ensuring that all personnel are trained on all technical aspects of service delivery to include 合规 with constraints on how advanced technologies including 人工智能 (AI) are used.
Deliver technical training
Deliver technical 训练
Verifying that training provided to the person was successful through the administration testing and the application of skills for practical use.
Verifying that 训练 provided to the person was successful through the administration testing and the application of skills for practical use.
Perform skill and capability testing
Eliciting feedback from various sources to evaluate the training provided. This can be achieved through testing and the practical application of skills. Additionally, manager or student feedback can be garnered to evaluate training effectiveness.
Eliciting feedback from various sources to evaluate the 训练 provided. This can be achieved through testing and the practical application of skills. Additionally, manager or student feedback can be garnered to evaluate 训练 effectiveness.
Evaluate training effectiveness
评估 训练 effectiveness
Planning the service delivery system by defining service requirements, capacity, resources, and delivery approaches needed to support effective and reliable service provision.
Planning the 服务交付系统 by defining service requirements, 容量, resources, and delivery approaches needed to support effective and reliable service provision.
Perform service delivery system planning
Perform 服务交付系统 planning
Establishing and activating the service delivery system, including preparing resources, processes, and controls required to begin delivering services.
Establishing and activating the 服务交付系统, including preparing resources, processes, and controls required to begin delivering services.
Perform service delivery system startup
Perform 服务交付系统 startup
Executing day-to-day service delivery activities using the established service delivery system to meet service commitments, performance expectations, and customer needs.
Executing day-to-day service delivery activities using the established 服务交付系统 to meet service commitments, 绩效 expectations, and customer needs.
Operate service delivery system
Operate 服务交付系统
Monitoring and assuring service delivery system performance to maintain service quality, reliability, and compliance with defined service standards and expectations.
监控 and assuring 服务交付系统 绩效 to maintain service 质量, reliability, and 合规 with defined service standards and expectations.
Assure service delivery system service
Assure 服务交付系统 service
SCOR DS 14.0 activity in 'Fulfill Service Operations'.
SCOR DS 14.0 activity in '履约 Service Operations'.
Schedule delivery
调度 delivery
Execute delivery
执行 delivery
Confirm completion
AI-era activity: AI-Powered Service Personalization.
AI-Powered Service Personalization
Meeting with the customer, partner, and/or supplier to review the terms of the solutions contract and agree on the terms set forth.
Review contract and agreed terms
审查 contract and agreed terms
Taking the customer requirements for a solution and applying those requirements to a refined approach for service.
Understand customer requirements and define refine approach
Updating the project plan to align with the new solution approach agreed upon with the customer.
Modify/revise and approve project plan
Aligning the customer business objectives with the agreed service delivery solution.
Review customer business objectives
审查 customer business objectives
Confirming that the organization has the recourses necessary to meet the expectations for the solution for service delivery.
Confirm environmental readiness
Providing the workforce with a plan of action and goals necessary to provide a service. Make sure that those objectives are met.
Establish people objectives
建立 people objectives
Establishing guidelines for how resources engage with the customer. For example, set rules of accountability, interaction, and accommodation when engaging the customer. Resources should be polite, empathetic, and attentive.
Establish engagement rules
建立 engagement rules
Establishing a plan of action to successfully render a solution for service delivery.
Plan for service delivery
规划 for service delivery
Understanding the needs of the customer and providing the necessary resources to meet those requirements within the scope of the organization.
Analyze environment and customer needs
分析 environment and customer needs
Creating a plan of action to provide service delivery to the customer through a possible solution. This solution should be in response to a collaborative effort made by the organization and the customer to meet service delivery needs.
Define solution
定义 solution
Validating that the proposed solution is feasible and provides the needed services for the customer.
Validate solution
验证 solution
Realizing issues within the original drafted solution and providing changes to correct those issues.
Realizing issues within the original drafted solution and providing 变更s to correct those issues.
Identify changes
识别 变更s
Gaining approval from all avenues to proceed with providing solutions for service delivery.
Obtain approval to proceed
Constructing or purchasing solutions necessary to provide service delivery.
Make build/buy solution
Providing the customer with promised services and solutions.
Deploy solution
部署 solution
Reviewing the entire service delivery process to evaluate the success of the project from beginning to end.
Conduct service delivery/project review and evaluate success
开展 service delivery/project review and evaluate success
Insuring all payments are received and all activates therein are completed.
Complete/finalize financial management activities
Confirming that the organization has satisfied all terms of the delivery contract set forth in collaboration between the organization and customer.
Confirm delivery according to contract terms
Discharging leveraged resources from service delivery commitments upon completion. Returning resources to the resource pool.
Release resources
发布 resources
Ensuring that all aspects of the service delivery process are completed both internally and externally.
Manage service delivery completion
管理 service delivery completion
Garnering feedback from all avenues to collect a knowledge base concerning services rendered.
Harvest knowledge
Completing and archiving all records associated with requested services. Update all necessary systems to reflect those changes.
Completing and archiving all records associated with requested services. Update all necessary systems to reflect those 变更s.
Archive records and update systems
Identifying the customer service requirements across the organization, including the needs and expectations of different customer segments. Additionally this includes defining a set of behaviors, skills, and policies needed to provide customer service effectively across the enterprise.
Identifying the 客户服务 requirements across the organization, including the needs and expectations of different customer segments. Additionally this includes defining a set of behaviors, skills, and policies needed to provide 客户服务 effectively across the enterprise.
Define customer service requirements across the enterprise
定义 客户服务 requirements across the enterprise
Communicating how customer service interactions are handled including what is expected when engaging the customer. Relate service level expectations to the workforce. Ensure positive customer experience.
Communicating how 客户服务 interactions are handled including what is expected when engaging the customer. Relate 服务水平 expectations to the workforce. Ensure positive customer experience.
Define customer service experience
定义 客户服务 experience
Define the channels and communication methods that will be used to deliver customer service, including phone, email, chat, social media, and in-person interactions.
定义 the channels and communication methods that will be used to deliver 客户服务, including phone, email, chat, social media, and in-person interactions.
Define and manage customer service channel strategy
定义 and manage 客户服务 channel 战略
Develop policies and procedures for delivering customer service, including handling customer complaints, resolving issues, and maintaining customer records.
开发 policies and procedures for delivering 客户服务, including handling customer complaints, resolving issues, and maintaining customer records.
Define customer service policies and procedures
定义 客户服务 policies and procedures
Determining and implementing levels for customer services. Benchmark certain customer service practices, and base customer level services on those benchmarks. Create a service level agreement, which is an agreement designed to create a common understanding about services, priorities, and responsibilities.
Determining and implementing levels for 客户服务s. Benchmark certain 客户服务 practices, and base customer level services on those benchmarks. 创建 a 服务水平 agreement, which is an agreement designed to create a common understanding about services, priorities, and responsibilities.
Establish target service level for each customer segment
建立 target 服务水平 for each customer segment
Define how the customer service strategy will integrate with other departments like marketing, sales, and product development to ensure a seamless customer experience.
定义 how the 客户服务 战略 will integrate with other departments like marketing, sales, and product development to ensure a seamless customer experience.
Identify and define customer service strategy integrations
识别 and define 客户服务 战略 integrations
AI-era activity: Intelligent Chatbot Management.
Intelligent Chatbot Management
Projecting the total workforce required to service customer service inquiries in order to effectively predict the volume of vendor contracts required. Estimate the number of the customer service contracts in an agreed-upon time frame in order to strategically maintain the workforce necessitated for customer inquires. Analyze historical data around customer service contracts, the universe of customer inquiries, frequency of inquiries, servicing capability (per head) of the employees, etc.
Projecting the total workforce required to service 客户服务 inquiries in order to effectively predict the volume of vendor contracts required. Estimate the number of the 客户服务 contracts in an agreed-upon time frame in order to strategically maintain the workforce necessitated for customer inquires. 分析 historical data around 客户服务 contracts, the universe of customer inquiries, frequency of inquiries, servicing capability (per head) of the employees, etc.
Forecast volume of customer service contacts
预测 volume of 客户服务 contacts
Deploying the workforce to manage customer service contracts. Create a systematic summary of the operations and service required, as well as the specific amount of workforce that is to be deployed to the customer service operations. Ensure workforce is directly proportional to the estimated forecast of customer service contracts.
Deploying the workforce to manage 客户服务 contracts. 创建 a systematic summary of the operations and service required, as well as the specific amount of workforce that is to be deployed to the 客户服务 operations. Ensure workforce is directly proportional to the estimated forecast of 客户服务 contracts.
Schedule customer service workforce
调度 客户服务 workforce
Tracking the utilization of workforce deployed for managing customer service operations. Monitor the utility of the workforce deployed for managing customer service operations in order to evaluate its efficiency and cost effectiveness. Calculate the overall labor effectiveness, which measures the utility, performance, and quality of the workforce.
Tracking the utilization of workforce deployed for managing 客户服务 operations. 监控 the utility of the workforce deployed for managing 客户服务 operations in order to evaluate its efficiency and cost effectiveness. Calculate the overall labor effectiveness, which measures the utility, 绩效, and 质量 of the workforce.
Track workforce utilization
跟踪 workforce utilization
Tracking and determining the quality of interactions between the customer and customer representatives. Use technology, including artificial intelligence (AI), to record and effectively assess customer representatives' interactions.
Tracking and determining the 质量 of interactions between the customer and customer representatives. Use technology, including 人工智能 (AI), to record and effectively assess customer representatives' interactions.
Monitor and evaluate quality of customer interactions with customer service representatives
监控 and evaluate 质量 of customer interactions with 客户服务 representatives
Receiving requests for information from customers over multiple channels. Receive various requests and inquiries from customers regarding products/services. Accept these inquiries through channels such as email, telephone, online forms, text messages, social media, and in person. Supply dedicated equipment, systems, and personnel.
Receiving requests for information from customers over multiple channels. 接收 various requests and inquiries from customers regarding products/services. Accept these inquiries through channels such as email, telephone, online forms, text messages, social media, and in person. Supply dedicated equipment, systems, and personnel.
Receive customer problems, requests, and inquiries
接收 customer 问题s, requests, and inquiries
Analyzing various requests and inquiries from customers regarding products/services. Provide answers and offerings to satisfy the customer's needs.
Analyzing various requests and inquiries from customers regarding products/services. 提供 answers and offerings to satisfy the customer's needs.
Analyze problems, requests, and inquiries
分析 问题s, requests, and inquiries
Routing customer inquiries in order to service them with the most apposite response. Direct customer inquires to the best suited personnel or system. Have a system or procedure capable of efficiently channeling these requests.
Resolve customer problems, requests, and inquiries
解决 customer 问题s, requests, and inquiries
Responding to customer requests by email, conversation, interactive voice response, mail, etc. with the most appropriate reply. Instill a robust process to locate the right information for a solution to a customer's problem.
Responding to customer requests by email, conversation, interactive voice response, mail, etc. with the most appropriate reply. Instill a robust process to locate the right information for a solution to a customer's 问题.
Respond to customer problems, requests, and inquiries
Respond to customer 问题s, requests, and inquiries
Utilizing customer inquiries as opportunities to either provide a comparable service to the one in question, offer additional complimentary service, or suggest a service that is better than what was initially offered.
Identify and capture upsell/cross-sell opportunities
识别 and capture upsell/cross-sell opportunities
Providing possible sales leads to the sales team in an effort to garner more business opportunities.
Deliver opportunity to sales team
Receiving any complaints or grievances from customers for the organization's products/services. Receive objections, complaints, and criticism from customers regarding products/services through email, telephone, online forms, text messages, social media, in person, etc. Dedicate equipment, systems, and personnel.
Receiving any complaints or grievances from customers for the organization's products/services. 接收 objections, complaints, and criticism from customers regarding products/services through email, telephone, online forms, text messages, social media, in person, etc. Dedicate equipment, systems, and personnel.
Receive customer complaints
接收 customer complaints
Routing any complaints or grievances received from customers in order to address them in the most appropriate manner. Direct complaints to the best suited personnel or system. Implement a system or procedure capable of efficiently channeling the various objections, complaints, and criticism from customers over the offerings provided by the organization.
Routing any complaints or grievances received from customers in order to address them in the most appropriate manner. Direct complaints to the best suited personnel or system. 实施 a system or procedure capable of efficiently channeling the various objections, complaints, and criticism from customers over the offerings provided by the organization.
Route customer complaints
Resolving any customer complaints that are deemed to be sound and reasonable. Redress any objections, grievances, and complaints received from customers regarding the offerings provided by the organization. Identify the legitimate complaints, where the situation needs to be appropriately corrected. Deploy personnel who can rectify the issue within a stipulated time frame.
Resolving any customer complaints that are deemed to be sound and reasonable. Redress any objections, grievances, and complaints received from customers regarding the offerings provided by the organization. 识别 the legitimate complaints, where the situation needs to be appropriately corrected. 部署 personnel who can rectify the issue within a stipulated time frame.
Resolve customer complaints
解决 customer complaints
Responding to customer complaints including all activities necessitated to service any objections, complaints, or grievances with the most appropriate reply. Source the right information to formulate a response that eases the discomfort being experienced by the customer. (Closely coordinate with Resolve customer complaints [10399].)
Responding to customer complaints including all activities necessitated to service any objections, complaints, or grievances with the most appropriate reply. Source the right information to formulate a response that eases the discomfort being experienced by the customer. (Closely coordinate with 解决 customer complaints [10399].)
Respond to customer complaints
Analyzing complaint logs to provide input for continuous service improvement and customer profiling.
Analyze customer complaints and response/redressal
分析 customer complaints and response/redressal
Approving and carrying forward the requests by the customers to return the product. This is part of the process of returning a product in order to receive a refund, replacement, or repair during the product's warranty period.
Notating the reason for the return of the product.
Process return and record reason
处理 return and record reason
Notifying all stakeholders, legal, and industry regulatory bodies of the incidents and risks related to a return or recall, if needed.
Notifying all stakeholders, legal, and industry regulatory bodies of the 事件s and 风险s related to a return or recall, if needed.
Report incidents and risks to regulatory bodies
报告 事件s and 风险s to regulatory bodies
AI-era activity: AI-Powered Sentiment Analysis.
AI-Powered Sentiment Analysis
Filing product registrations.
Register products
Receiving incoming warranty claims. Route claim to correct department. Document claim.
Receive warranty claim
接收 warranty claim
Assuring that the warranty transaction has been completed.
Reconcile warranty transaction disposition
Ensuring that the claim falls within the parameters of the warranty in question. After validation is made, the claim must be investigated.
Validate warranty claim
验证 warranty claim
Defining the issue of the claim. The warranty team will look into the issue and understand whether it is covered by the claim code or if more detail is required. Field service will be scheduled to further qualify the definition of the issue and to collect more evidence.
Define issue
定义 issue
Scheduling additional investigative field service. This is performed for high priority claims or claims that require additional investigation. Field service engineers will gather additional information, perform further investigation, and qualify the definition of the issue.
Schedule field service
调度 field service
Requesting receipt of a defective part for further investigation.
Request and receive defective part
Investigating claims by an appropriate functional representative. Once the issue has been clearly defined and diagnosed and a recommendation for corrective action is determined, it will be provided to the warranty management team.
Investigate issue/perform root cause analysis
Receiving investigative results to assess claim approval or denial. The warranty team will assess the results of the investigation and the recommendations for corrective action.
Receive investigation result/recommendation for corrective action
接收 investigation result/recommendation for corrective action
Identifying responsible party for a claim. There is no negotiation with the supplier at this point. There can be multiple warranties applicable to the same part: a new part warranty, a new product warranty (for the product the part is installed on), and a supplier warranty from the company that last repaired the part. The information required for this decision would be the output of Receive component/part and analyze fault [19728]."
Identifying responsible party for a claim. There is no negotiation with the supplier at this point. There can be multiple warranties applicable to the same part: a new part warranty, a new product warranty (for the product the part is installed on), and a supplier warranty from the company that last repaired the part. The information required for this decision would be the output of 接收 component/part and analyze fault [19728]."
Determine responsible party
Authorizing claims prior to submittal.
Manage pre-authorizations
管理 pre-authorizations
Following Defining issue [20098], an approval or rejection with be made against the warranty claim. If it is deemed that the claim falls within the warranty parameters, the claim will be approved. If the claim is deemed to fall outside warranty parameters, the claim with be rejected.
Approve or reject warranty claim
Contacting the originator of whether the warranty claim has been approved or rejected.
Notify originator of approve/reject decision
Allowing for a payment to be made to the claimant.
Authorize payment
Archiving and closing the warranty claim after a final decision has been made to either approve or reject.
Close claim
关闭 claim
Raising a supplier recovery claim. This is based off the decision made in Receive investigation result/recommendation for corrective action [20100].
Raising a supplier recovery claim. This is based off the decision made in 接收 investigation result/recommendation for corrective action [20100].
Create supplier recovery claims
创建 supplier recovery claims
Arranging the returns of recalled products to suppliers.
Negotiate recoveries with suppliers
Generate service order
Create service order fulfillment schedule
创建 service order 履约ment schedule
Organize daily service order fulfillment schedule
Organize daily service order 履约ment schedule
Execute product repair
执行 product repair
Manage service order fulfillment
管理 service order 履约ment
Identify completed service orders for feedback
识别 completed service orders for feedback
Identify incomplete service orders and service failures
识别 incomplete service orders and service failures
Solicit customer feedback on services delivered
Process customer feedback on services delivered
处理 customer feedback on services delivered
Commencing the removal process of defective products.
Initiate recall
Performing risk analysis. Identify all dangers, evaluate how probable they are, and what kinds of negative results or or adverse side effect they carry.
Performing 风险 analysis. 识别 all dangers, evaluate how probable they are, and what kinds of negative results or or adverse side effect they carry.
Assess the likelihood and consequences of occurrence of any hazards
评估 the likelihood and consequences of occurrence of any hazards
Handling communications that are related to product recalls.
Manage recall related communications
管理 recall related communications
Creating and delivering reports to regulatory agencies to provide details about handling product recalls.
Submit regulatory reports
Analyzing the effectiveness of product recalls.
Monitor and audit recall effectiveness
监控 and audit recall effectiveness
Ending product recalls, communicating to the public and filing reports.
Manage recall termination
管理 recall termination
Creating an avenue for which the customer can provide feedback on their experience with how their inquiry, problem, or request was handled.
Creating an avenue for which the customer can provide feedback on their experience with how their inquiry, 问题, or request was handled.
Solicit customer feedback on customer service experience
Solicit customer feedback on 客户服务 experience
Reviewing customer service feedback to identify areas in which improvements can be made. Engage with management to discuss issues.
Reviewing 客户服务 feedback to identify areas in which improvements can be made. Engage with management to discuss issues.
Analyze customer service data and identify improvement opportunities
分析 客户服务 data and identify improvement opportunities
Handing over data to management to analyze common issues in regards to customer service.
Handing over data to management to analyze common issues in regards to 客户服务.
Provide customer feedback to product management on customer service experience
提供 customer feedback to product management on 客户服务 experience
Requesting customer feedback on the process of handling and resolving customer complaints. Obtain information about the effectiveness and performance of the customer complaint handling process from the customers through various means (e.g., online and by phone).
Requesting customer feedback on the process of handling and resolving customer complaints. Obtain information about the effectiveness and 绩效 of the customer complaint handling process from the customers through various means (e.g., online and by phone).
Solicit customer feedback on complaint handling and resolution
Examining the information obtained through handling and resolving complaints for development/improvement opportunities. Categorize the customer complaints data on the basis of speed, accuracy, courtesy, price, product choice, availability, hours, location, etc. Determine complaint patterns in order to diagnose areas needing enhancement.
Examining the information obtained through handling and resolving complaints for development/improvement opportunities. Categorize the customer complaints data on the basis of speed, accuracy, courtesy, price, product choice, 可用性, hours, location, etc. Determine complaint patterns in order to diagnose areas needing enhancement.
Analyze customer complaint data and identify improvement opportunities
分析 customer complaint data and identify improvement opportunities
Determining complaint patterns in order to identify common issues. Document common problems for correction.
Determining complaint patterns in order to identify common issues. Document common 问题s for correction.
Identify common customer complaints
识别 common customer complaints
Obtaining customer feedback/review on the quality and utility derived from the products/services after the sale is complete. Use techniques such as surveys, feedback boxes, and user activity and usability tests.
Obtaining customer feedback/review on the 质量 and utility derived from the products/services after the sale is complete. Use techniques such as surveys, feedback boxes, and user activity and usability tests.
Gather and solicit post-sale customer feedback on products and services
Gather and solicit post-sale customer feedback on 产品和服务
Assessing the influence of promotions on purchasing behavior. Use techniques such as surveys and product recognition tests, questionnaires or feedback flyers, and toll-free numbers in order to encourage customer interaction after the sale.
Solicit post-sale customer feedback on promotion effectiveness
Engaging with the customer to understand their cross-channel experience. Find out what channels were effective and what areas need improvement.
Solicit customer feedback on cross-channel experience
Assessing the information collected on customer satisfaction levels with products/services in order to determine areas for improvement. Examine the data and information extracted from the customer feedback and reviews to measure the satisfaction levels of the customers. Identify opportunities that could enhance the customer satisfaction levels and the overall customer service strategy.
Assessing the information collected on customer satisfaction levels with products/services in order to determine areas for improvement. Examine the data and information extracted from the customer feedback and reviews to measure the satisfaction levels of the customers. 识别 opportunities that could enhance the customer satisfaction levels and the overall 客户服务 战略.
Analyze product and service satisfaction data and identify improvement opportunities
分析 product and service satisfaction data and identify improvement opportunities
Providing feedback from customers on products/services to the product management team. Analyze information collected through Gather and solicit post-sale customer feedback on products/services [11238]. Share with the product management team for consideration while improving existing offerings or developing new products/services.
Providing feedback from customers on products/services to the product management team. 分析 information collected through Gather and solicit post-sale customer feedback on products/services [11238]. Share with the product management team for consideration while improving existing offerings or developing new products/services.
Provide feedback and insights to appropriate teams (product design/development, marketing, manufacturing)
提供 feedback and insights to appropriate teams (product design/development, marketing, manufacturing)
Evaluating how satisfied customers are with how product warranties are managed and resolved.
Measure customer satisfaction with warranty handling and resolution
Comparing warranties by using applicable metrics to see how they are handled and resolved. Develop and submit reports that summarize significant conclusions.
Comparing warranties by using applicable metrics to see how they are handled and resolved. 开发 and submit reports that summarize significant conclusions.
Monitor and report on warranty management metrics
监控 and report on warranty management metrics
Determining how warranties and warranty management can be made better and more efficient.
Finding ways to phase out unused or seldom used warranties.
Identify opportunities to eliminate warranty waste
识别 opportunities to eliminate warranty waste
Reviewing and assessing claims that contain deliberately incorrect information or that have been submitted with the goal to deceive the system.
Investigate fraudulent claims
Evaluate recall performance
评估 recall 绩效
Strategically defining the current and future needs for developing an efficient HR strategy.
Strategically defining the current and future needs for developing an efficient HR 战略.
Identify strategic HR needs
识别 strategic HR needs
Designing the intended end-to-end employee experience across key moments in the employee lifecycle to support engagement, performance, retention, and alignment with organizational culture and workforce objectives.
Designing the intended end-to-end employee experience across key moments in the employee lifecycle to support engagement, 绩效, retention, and 对齐 with organizational culture and workforce objectives.
Design the employee experience
设计 the employee experience
Outlining the charge and duty of the HR function by defining its responsibility areas, as well as ensuring its accountability. Establish the HR function by laying out the roles and responsibilities for this function and the rules and regulations guiding HR. Define the goals and objectives of the HR, as well as a mission and vision for this function. Create a mechanism involving a set of policies, code of conduct, and institutional procedure to ensure HR accountability.
Outlining the charge and duty of the HR function by defining its responsibility areas, as well as ensuring its accountability. 建立 the HR function by laying out the roles and responsibilities for this function and the rules and regulations guiding HR. 定义 the goals and objectives of the HR, as well as a mission and vision for this function. 创建 a mechanism involving a set of policies, code of conduct, and institutional procedure to ensure HR accountability.
Define HR and business function roles and accountability
定义 HR and business function roles and accountability
Establishing the roles that are required to execute the HR function. This process also examines the organizational structure required to support the organization.
Determine HR function roles and structure
Determining how an organization's human resources department offers services to and interacts with employees.
Determining how an organization's 人力资源 department offers services to and interacts with employees.
Determine HR delivery model
Determine HR delivery 模型
Ascertaining the costs and expenses of the HR function. Identify and report HR investments using, for example, a cost approach or a present value of future earnings approach.
Ascertaining the costs and expenses of the HR function. 识别 and report HR investments using, for example, a cost approach or a present value of future earnings approach.
Determine HR costs
Evaluating the performance of HR function. Lay out the course of HR procedures that would formulate a plan of action needed to fulfill strategic HR needs. Deploy measures such as hiring policies, leave management, internal code of conducts, and compensation structure.
Evaluating the 绩效 of HR function. Lay out the course of HR procedures that would formulate a plan of action needed to 履约 strategic HR needs. 部署 measures such as hiring policies, leave management, internal code of conducts, and compensation structure.
Establish HR measures
建立 HR measures
Conveying the strategies of HR function to employees and management. Effectively explain the vision, plans, and anticipated benefits of the HR strategy to employees, as well as the public. Develop statements and messages that are easy to read, informative, and relevant to the audience.
Conveying the strategies of HR function to employees and management. Effectively explain the vision, plans, and anticipated benefits of the HR 战略 to employees, as well as the public. 开发 statements and messages that are easy to read, informative, and relevant to the audience.
Communicate HR strategies
Creating a strategy for the use of systems/technologies/tools in operating the HR function. This is inclusive of all forms of new and evolving technology such as artificial intelligence (AI). Create a strategy concerning the use and utility of HR support tools and technologies. Decide what specific tools to use and in what quantity. Determine the levels of technology required for the HR management.
Creating a 战略 for the use of systems/technologies/tools in operating the HR function. This is inclusive of all forms of new and evolving technology such as 人工智能 (AI). 创建 a 战略 concerning the use and utility of HR support tools and technologies. Decide what specific tools to use and in what quantity. Determine the levels of technology required for the HR management.
Develop strategy for HR systems/technologies/tools
开发 战略 for HR systems/technologies/tools
Creating, maintaining and communicating company's reputation and values to keep current employees and attract potential hires.
Manage employer branding
管理 employer branding
Defining and maintaining the structure, principles, and approaches used to assess workforce supply and demand, capabilities, and gaps over the strategic planning horizon.
Develop and manage strategic workforce planning framework
开发 and manage strategic workforce planning framework
Determining the requirements for employees and the need for employee resourcing for each unit/function. Lay out a plan detailing employee resourcing requirements of individual functions and the organization as a whole.
Perform business unit workforce planning
Providing guidance and expertise to business leaders on applying the strategic workforce planning framework to inform workforce decisions, plans, and initiatives.
Advise business in implementing strategic workforce planning
Collaborating with business leaders to translate workforce plans into actionable initiatives and to support execution of agreed workforce actions.
Partner with the business to execute workforce plan
Tracking workforce outcomes and changes in business needs to update workforce plans and address emerging gaps, risks, or opportunities.
Tracking workforce outcomes and 变更s in business needs to update workforce plans and address emerging gaps, 风险s, or opportunities.
Monitor and adjust strategic workforce plan
监控 and adjust strategic workforce plan
Creating rules and regulations that govern the HR function. Develop a policy plan that serves as a guideline for setting rules and regulations that help in achieving the HR goals and objectives.
Creating rules and regulations that govern the HR function. 开发 a policy plan that serves as a guideline for setting rules and regulations that help in achieving the HR goals and objectives.
Develop HR policies
开发 HR policies
Ensuring rules and regulations are followed and are flexible enough to accommodate indispensable deviations.
Administer HR policies
Planning benefits in kind (also called fringe benefits, perquisites, or perks). Include various types of non-wage compensations provided to employees in addition to normal wages or salaries.
Plan employee benefits
规划 employee benefits
Creating and implementing models for effectively strategizing the work force of the organization. Develop a model that specifies the organization's overall approach for maximizing the performance of its work force by defining the goals, objectives, and expectations of the work force. Manage all aspects of performance required for the work force to function, including recruitment, selection, retention, and professional development.
Creating and implementing 模型s for effectively strategizing the work force of the organization. 开发 a 模型 that specifies the organization's overall approach for maximizing the 绩效 of its work force by defining the goals, objectives, and expectations of the work force. 管理 all aspects of 绩效 required for the work force to function, including recruitment, selection, retention, and professional development.
Develop workforce strategy models
开发 workforce 战略 模型s
Implementing models for effectively strategizing the work force of the organization. Carry out all aspects of performance required for the work force to function, including recruitment, selection, retention, and professional development.
Implementing 模型s for effectively strategizing the work force of the organization. Carry out all aspects of 绩效 required for the work force to function, including recruitment, selection, retention, and professional development.
Implement workforce strategy models
实施 workforce 战略 模型s
Overseeing a group of similar individual or teams with similar education, skills, training, or experience.
Overseeing a group of similar individual or teams with similar education, skills, 训练, or experience.
Manage job families
管理 job families
Creating descriptions for job requisitions. Define the normal components of a job description, such as the overall position description with general areas of responsibility listed, essential functions of the job described with a couple of examples of each, required knowledge, skills, abilities, required education and experience, a description of the physical demands, and a description of the work environment.
Creating descriptions for job requisitions. 定义 the normal components of a job description, such as the overall position description with general areas of responsibility listed, essential functions of the job described with a couple of examples of each, required knowledge, skills, abilities, required education and experience, a description of the physical demands, and a description of the work environment.
Develop and maintain job descriptions
开发 and maintain job descriptions
Defining the strategic approach for wages, salaries, and benefits to support workforce attraction, retention, performance, and alignment with organizational objectives and market conditions.
Defining the strategic approach for wages, salaries, and benefits to support workforce attraction, retention, 绩效, and 对齐 with organizational objectives and market conditions.
Establish wages, salaries, and benefits strategy
建立 wages, salaries, and benefits 战略
Creating a scheme of rewards and recognition for employees to promote a results-based culture. Create specific incentives to reach desired outcomes, such as landing key clients, growing the customer base, providing exceptional servicing, and increasing profit margins.
Creating a scheme of rewards and recognition for employees to promote a results-based culture. 创建 specific incentives to reach desired outcomes, such as landing key clients, growing the customer base, providing exceptional servicing, and increasing profit margins.
Establish incentive strategy
建立 incentive 战略
Defining the approach to severance pay, including principles and guidelines, to support workforce transitions while managing financial, legal, and reputational considerations.
Establish a severance pay strategy
建立 a severance pay 战略
Creating and implementing the plan for continuation of key positions within the organization. Identify internal people with the potential to fill key business leadership positions. Provide critical development experiences to employees who can move into important roles. Engage leaders to support the development of high-potential leaders.
Creating and implementing the plan for continuation of key positions within the organization. 识别 internal people with the potential to fill key business leadership positions. 提供 critical development experiences to employees who can move into important roles. Engage leaders to support the development of high-potential leaders.
Develop succession plan
开发 succession plan
Creating a program that incorporates incentives and compensation put forth by the organization to recognize high performing workers and excellence in leadership.
Develop high performers/leadership programs
开发 high performers/leadership programs
Creating and implementing the plan for ensuring a diverse work force. Develop and hire employees with varying characteristics including, but not limited to, religious and political beliefs, gender, ethnicity, education, socioeconomic background, sexual orientation, and geographic location.
Creating and implementing the plan for ensuring a diverse work force. 开发 and hire employees with varying characteristics including, but not limited to, religious and political beliefs, gender, ethnicity, education, socioeconomic background, sexual orientation, and geographic location.
Develop diversity, equity, and inclusion plan
开发 diversity, equity, and inclusion plan
Execution of diversity, equity, and inclusion plans within an organization. Often called a DEI plan.
Implement diversity, equity, and inclusion plan
实施 diversity, equity, and inclusion plan
Developing a program to entice prospective resources to engage with the organization for a position of employment.
Design talent acquisition program
设计 talent acquisition program
Identifying skills, knowledge, and attributes that need enhancement in order to perform a job. Develop the appropriate training programs. These programs can be computer-based, classroom, or on-the-job training, etc.
Identifying skills, knowledge, and attributes that need enhancement in order to perform a job. 开发 the appropriate 训练 programs. These programs can be computer-based, classroom, or on-the-job 训练, etc.
Design talent development program
设计 talent development program
Creating HR programs and services such as employee engagements programs to promote positive employee behavior. Create a variety of programs and services to support employees' professional and personal needs at work and at home.
Creating HR programs and services such as employee engagements programs to promote positive employee behavior. 创建 a variety of programs and services to support employees' professional and personal needs at work and at home.
Develop other HR programs
开发 other HR programs
Determining the accomplishment of HR and workforce goals and objectives. Evaluate the effectiveness of the HR function by estimating the present rate of achievement of the established objectives. Use metrics to determine if the objectives are being realized. Leverage measures such as turnover, training, return on human capital, costs of labor, and expenses per employee.
Determining the accomplishment of HR and workforce goals and objectives. 评估 the effectiveness of the HR function by estimating the present rate of achievement of the established objectives. Use metrics to determine if the objectives are being realized. Leverage measures such as turnover, 训练, return on 人力资本, costs of labor, and expenses per employee.
Measure realization of HR objectives
Determining the role of the HR function in implementing the organizational strategy. Measure the correlation between the HR and workforce performance and the overall business strategy. Calculate the amount of contribution of the HR function to the overall business growth.
Determining the role of the HR function in implementing the organizational 战略. Measure the correlation between the HR and workforce 绩效 and the overall business 战略. Calculate the amount of contribution of the HR function to the overall business growth.
Measure contribution of HR to business strategy
Measure contribution of HR to business 战略
Conveying the plans for HR function to stakeholders. Ensure that the HR plans and strategy are effectively communicated to the people who can affect or be affected by the organization's actions, objectives, and policies such as the creditors, shareholders, employees, and suppliers. Provide regular updates to these stakeholders to ensure effective communication.
Conveying the plans for HR function to stakeholders. Ensure that the HR plans and 战略 are effectively communicated to the people who can affect or be affected by the organization's actions, objectives, and policies such as the creditors, shareholders, employees, and suppliers. 提供 regular updates to these stakeholders to ensure effective communication.
Communicate HR plans and provide updates to stakeholders
Reassessing the strategies, plans, and policies of the HR function, with the objective of revising them. Revisit the schematic plans for the HR function. Taking stock of any suggestions or feedback from the stakeholders, revamp the blueprint of HR strategies and plans.
Review and revise HR plans
审查 and revise HR plans
Creating and implementing the tools for managing the competency levels of HR. Design a model for integrating HR planning with business planning. Assess current HR capacity based on the competencies against the capacity needed to achieve the vision, mission, and business goals of the organization. Consider factors such as employee development, career path, compensation policies, and performance management.
Creating and implementing the tools for managing the competency levels of HR. 设计 a 模型 for integrating HR planning with business planning. 评估 current HR 容量 based on the competencies against the 容量 needed to achieve the vision, mission, and business goals of the organization. Consider factors such as employee development, career path, compensation policies, and 绩效 management.
Develop competency management models
开发 competency management 模型s
AI-era activity: AI-Driven Talent Acquisition.
AI-Driven Talent Acquisition
Creating a correspondence between the plan for hiring new employees and the desired employee requirements. Staff an adequate amount of people with the appropriate skills to effectively accomplish its legislative, regulatory, service, and production requirements.
Align staffing plan to work force plan and business unit strategies/resource needs
Developing specific job requisitions, and ensuring their accessibility. Create and open a job requisition to fill the vacant positions within the organization. Clearly describe the job title, department, fill date, and the requisite skills and qualifications for the job.
Developing specific job requisitions, and ensuring their accessibility. 创建 and open a job requisition to fill the vacant positions within the organization. Clearly describe the job title, department, fill date, and the requisite skills and qualifications for the job.
Open job requisitions
Reviewing and authorizing requests to fill positions to ensure alignment with workforce plans, budget constraints, and organizational approval requirements
Reviewing and authorizing requests to fill positions to ensure 对齐 with workforce plans, budget constraints, and organizational approval requirements
Approve job requisition
Posting and advertising job descriptions. Display open job descriptions internally and externally. Use public portals, online portals, and websites to upload these requisitions in order for applications to be received.
Post job requisitions
Making the necessary alterations to job requisitions. Revamp or revise the job requisitions in case a position is filled or is not vacant anymore, as well as in case of any new openings. (It involves Manage the internal/external job posting websites [10449] to make the necessary changes.)
Making the necessary alterations to job requisitions. Revamp or revise the job requisitions in case a position is filled or is not vacant anymore, as well as in case of any new openings. (It involves 管理 the internal/external job posting websites [10449] to make the necessary 变更s.)
Modify job requisitions
Informing and communicating with the hiring manager. Notify the manager responsible for the hiring process in cases of any new position openings or changes.
Informing and communicating with the hiring manager. Notify the manager responsible for the hiring process in cases of any new position openings or 变更s.
Notify hiring manager
Determining and managing the dates for the employee requisition process.
Manage requisition dates
管理 requisition dates
Defining the methods and channels for recruitments in order to maximize the amount of candidate availability. Use channels such as headhunting, job postings, job portals, networking websites, and media advertising. Choose from the various methods of recruitment such as internal/external third-party sourcing.
Defining the methods and channels for recruitments in order to maximize the amount of candidate 可用性. Use channels such as headhunting, job postings, job portals, networking websites, and media advertising. Choose from the various methods of recruitment such as internal/external third-party sourcing.
Determine recruitment methods and channels
Organizing and executing recruiting activities and events. Activities and events include on-campus hiring, refresher courses, information sessions, career fairs, etc. to increase the coverage of the sourcing in order to ensure that the most deserving and appropriate candidates are hired.
Perform recruiting activities/events
Cultivating relationships with potential job candidates even when there are no immediate openings. Building the talent pipeline for potential future hiring needs.
Cultivating relationships with potential job candidates even when there are no immediate openings. Building the talent 流水线 for potential future hiring needs.
Develop and maintain candidate pool
开发 and maintain candidate pool
Establishing and maintaining relationships with recruitment vendors (suppliers). Create and maintain relationships with third-party agencies such as staffing and firms to expand. Use these relationships to implement the sourcing process effectively.
Establishing and maintaining relationships with recruitment vendors (suppliers). 创建 and maintain relationships with third-party agencies such as staffing and firms to expand. Use these relationships to implement the sourcing process effectively.
Manage recruitment vendors
管理 recruitment vendors
Creating and managing a recruiting strategy where current employees are rewarded for referring qualified candidates for employment.
Creating and managing a recruiting 战略 where current employees are rewarded for referring qualified candidates for employment.
Manage employee referral programs
管理 employee referral programs
Establishing and maintaining internal and external channels for recruiting. Extract the best out of every recruitment channel. Manage all the processes related to all the sourcing channels including maintaining career pages on the organization website.
Establishing and maintaining internal and external channels for recruiting. Extract the best out of every recruitment channel. 管理 all the processes related to all the sourcing channels including maintaining career pages on the organization website.
Manage recruitment channels
管理 recruitment channels
Identifying and implementing tools for the selection of candidates. Recognize candidate selection tools such as screening, telephone interviews, hiring manager interviews, drug testing, and skills assessment. Effectively deploy these tools to check if the candidates fit in the workplace or not, as well as to ensure workplace safety.
Identifying and implementing tools for the selection of candidates. Recognize candidate selection tools such as screening, telephone interviews, hiring manager interviews, drug testing, and skills assessment. Effectively deploy these tools to check if the candidates fit in the workplace or not, as well as to ensure workplace 安全.
Identify and deploy candidate selection tools
识别 and deploy candidate selection tools
Assessing the candidates by their performance in the interviews. Conduct HR interview, technical interview, hiring manager interview, etc. Understand the mindset of the candidate, and comprehend his/her personal and professional lives.
Assessing the candidates by their 绩效 in the interviews. 开展 HR interview, technical interview, hiring manager interview, etc. Understand the mindset of the candidate, and comprehend his/her personal and professional lives.
Interview candidates
Examining the candidates through tests. Prepare tools such as aptitude, technical, and grammar tests. Test the skills of the candidate through a written, oral, or computerized test.
Examining the candidates through tests. 准备 tools such as aptitude, technical, and grammar tests. 测试 the skills of the candidate through a written, oral, or computerized test.
Test candidates
测试 candidates
Approving the deserving candidates, and rejecting the others. Examining the performance of candidates. Ensure candidates would fit well with the organization. (Assess performance from Interview candidates [10457] and Test candidates [10458].)
Approving the deserving candidates, and rejecting the others. Examining the 绩效 of candidates. Ensure candidates would fit well with the organization. (评估 绩效 from Interview candidates [10457] and 测试 candidates [10458].)
Select and reject candidates
选择 and reject candidates
Compiling job-related information for the selected candidates in order to make up a job. Include information about the job description, reporting relationship, salary, bonus potential, benefits, and vacation allotment.
Draw up and make offer
Negotiating an offer with selected candidates. Discuss the job offer with the candidate to ensure a mutual understanding.
Negotiate offer
Wrapping up the process for hiring candidates. Agree to all hiring terms and conditions. Have the candidate accept and sign the job offer.
Hire candidate
Conducting a background investigation on the candidates with the objective of gathering and compiling criminal, commercial, medical, and financial information.
Obtain candidate background information
Creating and documenting the records of all applicants. Manage all individual applicants, including hires and non-hires. Maintain records to avoid any duplication and promote efficiency.
Creating and documenting the records of all applicants. 管理 all individual applicants, including hires and non-hires. 维护 records to avoid any duplication and promote efficiency.
Create applicant record
创建 applicant record
Identifying the requirements for the position to be filled. Determine the experience and skills necessary to perform the tasks outlined.
Complete position classification and level of experience
Retaining and storing the records of the candidates who were rejected and not hired to ensure future availability in case the need arises. Create a centralized repository of profiles. Label these records in order to readily identify them. Add remarks for any future consideration.
Retaining and storing the records of the candidates who were rejected and not hired to ensure future 可用性 in case the need arises. 创建 a centralized repository of profiles. Label these records in order to readily identify them. Add remarks for any future consideration.
Archive and retain records of non-hires
Creating and maintaining a mechanism through which new employees acquire the necessary knowledge, skills, and behaviors to become effective organizational members and insiders. Conduct formal meetings, lectures, videos, printed materials, and/or computer-based orientations to introduce newcomers to their new jobs and the organization.
Creating and maintaining a mechanism through which new employees acquire the necessary knowledge, skills, and behaviors to become effective organizational members and insiders. 开展 formal meetings, lectures, videos, printed materials, and/or computer-based orientations to introduce newcomers to their new jobs and the organization.
Develop employee onboarding program
开发 employee onboarding program
Bringing the employee on-boarding program into effect. Implement Develop employee onboarding program [10474]. Conduct training sessions and employee engagement programs.
Bringing the employee on-boarding program into effect. 实施 开发 employee onboarding program [10474]. 开展 训练 sessions and employee engagement programs.
Implement employee onboarding program
实施 employee onboarding program
Assessing the performance and effectiveness of employee on-boarding program. Examine the performance of on-boarding program through feedback and reviews from the new employees. Create web and written forms. Obtain information through face-to-face discussions.
Assessing the 绩效 and effectiveness of employee on-boarding program. Examine the 绩效 of on-boarding program through feedback and reviews from the new employees. 创建 web and written forms. Obtain information through face-to-face discussions.
Monitor and update employee onboarding program
监控 and update employee onboarding program
Outlining the objectives for employee performance. Establish key performance objectives and measures such as customer-focus objectives, financially focused objectives, and employee growth objectives.
Outlining the objectives for employee 绩效. 建立 key 绩效 objectives and measures such as customer-focus objectives, financially focused objectives, and employee growth objectives.
Define employee performance objectives
定义 employee 绩效 objectives
Execution of employee reviews/performance on a frequent basis. May include ongoing feedback and coaching activities.
Execution of employee reviews/绩效 on a frequent basis. May include ongoing feedback and coaching activities.
Review employee performance
审查 employee 绩效
Document the results of both formal reviews to include both positive and negative feedback and commentary. May include acknowledgement by involved parties.
Document employee performance
Document employee 绩效
Assessing and revamping performance programs, including the instruments used to measure employee performance standards. Review and upgrade these performance programs to avoid any deprivations and ensure effectiveness.
Assessing and revamping 绩效 programs, including the instruments used to measure employee 绩效 standards. 审查 and upgrade these 绩效 programs to avoid any deprivations and ensure effectiveness.
Monitor and update performance program
监控 and update 绩效 program
Outlining the guidelines for development of employees. Design development policies and procedures to identify areas of growth for employees, either in their current position or in preparation for future roles. Include topics related to knowledge and skill development.
Outlining the guidelines for development of employees. 设计 development policies and procedures to identify areas of growth for employees, either in their current position or in preparation for future roles. Include topics related to knowledge and skill development.
Define employee development guidelines
定义 employee development guidelines
Designing a future career path for the employees that encourages them to explore and gather information.
Develop employee career plans and career paths
开发 employee career plans and career paths
Administering the development of employee skills. Conduct training, coaching and mentoring, job-rotation and cross training, lateral moves, etc. Maintain records of employee skills and competencies.
Administering the development of employee skills. 开展 训练, coaching and mentoring, job-rotation and cross 训练, lateral moves, etc. 维护 records of employee skills and competencies.
Manage employee skill and competency development
管理 employee skill and competency development
Determining roles that are essential to organizational performance or continuity and that require succession planning.
Determining roles that are essential to organizational 绩效 or continuity and that require succession planning.
Identify critical roles
识别 critical roles
Identifying and selecting employees with the potential to assume critical roles based on defined criteria and future capability requirements.
Select potential successors
选择 potential successors
Creating and executing development plans for identified successors to prepare them for future roles through targeted learning and experience opportunities.
Develop and implement individual succession plans
开发 and implement individual succession plans
Reviewing succession plans on a regular basis and updating them to reflect changes in roles, talent, organizational priorities, and performance outcomes.
Reviewing succession plans on a regular basis and updating them to reflect 变更s in roles, talent, organizational priorities, and 绩效 outcomes.
Review and update succession plans
审查 and update succession plans
Identifying the skills, competencies, and knowledge required by the organization to achieve its strategic goals and ensuring employees' growth directly contributes to achieving those goals.
Align organizational development needs to employees
Defining the skills, knowledge, abilities, and attributes needed to achieve the desired core capabilities and competencies of the organization.
Define employees competencies and skills
定义 employees competencies and skills
Aligning the learning programs with the core capabilities and competencies of the organization. Contextualize the training programs so that employees can expand their knowledge base and add new skills in line with the core competencies of the organization.
Aligning the learning programs with the core capabilities and competencies of the organization. Contextualize the 训练 programs so that employees can expand their knowledge base and add new skills in line with the core competencies of the organization.
Align learning programs with competencies and skills
Determining the training necessitated by business processes, using an examination of skill sets that are needed by the organization and those already possessed. Examine the various skills required by individual employees. Design training in light of the availability of resources to provide specific segments of training.
Determining the 训练 necessitated by business processes, using an examination of skill sets that are needed by the organization and those already possessed. Examine the various skills required by individual employees. 设计 训练 in light of the 可用性 of resources to provide specific segments of 训练.
Establish training needs by analysis of required and available skills
建立 训练 needs by analysis of required and available skills
Creating, implementing, and managing the programs for training employees. Create and design sessions on the basis of the needs and the availability of the skills. Conduct the sessions in person or virtually. Manage all aspects related to the training programs. Consider including literacy training, interpersonal skills training, technical training, problem-solving training, diversity or sensitivity training, etc.
Creating, implementing, and managing the programs for 训练 employees. 创建 and design sessions on the basis of the needs and the 可用性 of the skills. 开展 the sessions in person or virtually. 管理 all aspects related to the 训练 programs. Consider including literacy 训练, interpersonal skills 训练, technical 训练, 问题-solving 训练, diversity or sensitivity 训练, etc.
Develop, conduct, and manage employee training programs
开发, conduct, and manage employee 训练 programs
Coordinating with third party certification authorities to provide training and certifications for necessary skills.
Coordinating with third party certification authorities to provide 训练 and certifications for necessary skills.
Liaise with external certification authorities
Providing tests to the workforce that will satisfy completion of certifications.
Administer certification tests
Ascertaining the experience level needed to qualify for a specific job or certification within the organization. Some certificates require practical experience as well as training programs.
Ascertaining the experience level needed to qualify for a specific job or certification within the organization. Some certificates require practical experience as well as 训练 programs.
Appraise experience qualifications
Administering certificates to all candidates that have successfully met experience qualifications, and passed all tests necessary to obtain the certificate.
Administer certificate issue and maintenance
Oversight of the organization's learning programs. This process also includes the effectiveness of these programs.
Monitor and evaluate learning programs
监控 and evaluate learning programs
AI-era activity: AI-Powered Employee Experience.
AI-Powered Employee Experience
Managing labor relations, the collective bargaining process, and the relationships between the labor and management. Take care of employee grievances.
Manage labor relations
管理 labor relations
Managing any negotiations between an employer and a group of employees that determine the conditions of employment. Engage employees to reach agreements in regulating working conditions.
Manage collective bargaining process
管理 collective bargaining process
Handling partnerships between labor and management. Develop a lasting two-way relationship that is beneficial for the labor, management, and the organization.
Handling partnerships between labor and management. 开发 a lasting two-way relationship that is beneficial for the labor, management, and the organization.
Manage labor management partnerships
管理 labor management partnerships
Taking care or resolving any complaint raised by an employee by procedures provided for in a collective agreement, an employment contract, or by other mechanisms established by an employer.
Manage employee grievances
管理 employee grievances
Awareness of the employee legislature that is in place for the organization. The regulatory environment could include areas, regions, countries, or technologies (around AI, for example).
Monitor legal and regulatory environment
监控 legal and regulatory environment
Creating the framework for the provision of salary/compensation to employees. Break down the salary structure into different components such as fixed pay, variable pay, bonus, and allowances such medical allowance, and rent allowance, etc. Develop, adjust, and maintain a pay structure.
Creating the framework for the provision of salary/compensation to employees. Break down the salary structure into different components such as fixed pay, variable pay, bonus, and allowances such medical allowance, and rent allowance, etc. 开发, adjust, and maintain a pay structure.
Develop salary/compensation structure and plan
开发 salary/compensation structure and plan
Developing a plan for provision of rewards, commission, and benefits to employees. Plan health benefits, retirement benefits, wellness plans, and non-monetary benefits, etc.
Developing a plan for provision of rewards, commission, and benefits to employees. 规划 health benefits, retirement benefits, wellness plans, and non-monetary benefits, etc.
Develop benefits and rewards plan
开发 benefits and rewards plan
Analyzing and evaluating the organization's benefits and rewards plan. Compare/Benchmark the benefits and employees plan with other organizations to adhere to industry standard practices.
Perform competitive analysis of benefits and rewards
Recognizing the employee requirements for compensation on the basis of the financial, benefits, and HR policies of the organization. Recognize individual compensation requirements regarding the financial policies of the organization. Consider the benefits plan and overall HR policies while selecting compensation requirements.
Identify compensation requirements based on financial, benefits, and HR policies
识别 compensation requirements based on financial, benefits, and HR policies
Managing the provision of compensations and rewards to the employees while maintaining consistency with the compensation and benefits plan. Follow the compensation and benefits plan rigorously in order to avoid any discrepancies.
Administer compensation and rewards to employees
Rewarding and stimulating the performance efforts of employees. Create methods for motivating employees. Spur extrinsic and intrinsic motivation.
Rewarding and stimulating the 绩效 efforts of employees. 创建 methods for motivating employees. Spur extrinsic and intrinsic motivation.
Reward and motivate employees
Reassessing the indicators for retention and motivation of employees. Monitor the indicators that signal the levels of motivation and retention. Regularly update and upgrade indicators to avoid depreciation and ensure high efficiency.
Reassessing the indicators for retention and motivation of employees. 监控 the indicators that signal the levels of motivation and retention. Regularly update and upgrade indicators to avoid depreciation and ensure high efficiency.
Review engagement and retention indicators
审查 engagement and retention indicators
Analyzing existing compensation plans and making changes necessary to continue to retain employees.
Analyzing existing compensation plans and making 变更s necessary to continue to retain employees.
Review compensation plan
审查 compensation plan
Evaluating benefits and rewards plans to assess effectiveness, alignment with workforce needs, and consistency with organizational reward and recognition objectives.
Evaluating benefits and rewards plans to assess effectiveness, 对齐 with workforce needs, and consistency with organizational reward and recognition objectives.
Review benefits and rewards plan
审查 benefits and rewards plan
Implementing the programs that specify employee benefits, other than salary provided, such as those concerning medical care, death, and disability.
Deliver employee benefits program
Handling the employee enrollment for obtaining benefits. Manage employee enrollment and eligibility, including work and life status/event changes. Encourage employees to enroll for benefits.
Handling the employee enrollment for obtaining benefits. 管理 employee enrollment and eligibility, including work and life status/event 变更s. Encourage employees to enroll for benefits.
Administer benefit enrollment
Processing any formal requests or demands made by the employees claiming that they have earned some benefits. Includes escalation to management.
Process benefits claims
处理 benefits claims
Carrying out reconciliation of benefits delivered to employees. Compare the estimated benefit requirement made by the employee and the actual amount of benefits the employee is entitled to receive.
Perform benefit reconciliation
Creation and execution of a plan that might allow for work from home days, or alternate hours.
Manage flexible working
管理 flexible working
Managing transportation-related programs and services provided to employees to support commuting, mobility, and work/life balance objectives.
Manage transportation programs and services
管理 transportation programs and services
Creating a support structure that aligns with local and federal laws that allow for support for families. This could include things like maternity leave, care for a family member, or in some cases, extended sick leave.
Develop employee and family support systems
开发 employee and family support systems
Managing the sum of all financial records of salaries for an employee, including wages, bonuses, and deductions. Use a payroll management system to deal with the financial aspects of employees' salaries, allowances, deductions, gross pay, net pay, etc. Generate pay slips for a specific period.
Administer Payroll
Procuring and handling suggestions from employees, and performing research on employees. Manage and analyze the programs that help the organization to tap into employee ideas for improving the organization's processes and/or products. Use surveys, focus groups, and other data-gathering methods to find out the attitudes, opinions, and feelings of members of an organization.
Procuring and handling suggestions from employees, and performing research on employees. 管理 and analyze the programs that help the organization to tap into employee ideas for improving the organization's processes and/or products. Use surveys, focus groups, and other data-gathering methods to find out the attitudes, opinions, and feelings of members of an organization.
Manage/Collect employee suggestions and perform employee research
管理/收集 employee suggestions and perform employee research
Administering the process of promoting and demoting employees. Design a system for advancing or demoting an employee's rank or position. Leverage techniques such as horizontal promotion, vertical promotion, dry promotion, and involuntary/voluntary demotion.
Administering the process of promoting and demoting employees. 设计 a system for advancing or demoting an employee's rank or position. Leverage techniques such as horizontal promotion, vertical promotion, dry promotion, and involuntary/voluntary demotion.
Manage promotion and demotion process
管理 promotion and demotion process
Managing and administering instances where a person stops employment completely.
Manage retirement
管理 retirement
Managing the period of time that an employee must be away from their primary job, while maintaining the status of employee (i.e., paid and unpaid leave of absence but not vacations, holidays, hiatuses, sabbaticals, and work-from-home programs).
Manage leave of absence
管理 leave of absence
Coordinating activities related to employee departures, including transitions, knowledge transfer, and administrative actions, to support orderly and compliant workforce exits.
Manage offboarding
管理 offboarding
Helping former employees transition to new jobs or to re-orient themselves in the job market. Deliver help through one-on-one sessions or in a group format. Provide guidance in career evaluation, resume writing, interview preparation, developing networks, and job searching.
Helping former employees transition to new jobs or to re-orient themselves in the job market. Deliver help through one-on-one sessions or in a group format. 提供 guidance in career evaluation, resume writing, interview preparation, developing networks, and job searching.
Develop and implement employee outplacement
开发 and implement employee outplacement
Manage employees who are sent to live abroad or hired from abroad for a defined time period.
管理 employees who are sent to live abroad or hired from abroad for a defined time period.
Manage expatriates
管理 expatriates
Providing information and reports regarding employees to management.
Manage reporting processes
管理 reporting processes
Handling instances where an employee believes that he/she has been inappropriately treated or he/she desires clarification. Encourage employees to inquire when needed. Record and clarify the issues for which the enquiry has been made.
Manage employee inquiry process
管理 employee inquiry process
Capturing and updating employee information and data and information on the employees.
Manage and maintain employee data
管理 and maintain employee data
Administering and maintaining HR information systems that take care of activities related to HR, accounting, management, and payroll.
Manage human resource information systems
管理 human resource information systems
Creating and maintaining performance metrics for employees. Create and manage a strategic system of data and statistics to accurately gauge each employee's information. Consider productivity metrics, efficiency metrics, training metrics, etc.
Creating and maintaining 绩效 metrics for employees. 创建 and manage a strategic system of data and statistics to accurately gauge each employee's information. Consider productivity metrics, efficiency metrics, 训练 metrics, etc.
Develop and manage employee measures
开发 and manage employee measures
Developing and maintaining systems for managing the time and attendance of employees. Routinely upgrade the process and systems that track when employees start and stop work, the department where the work is performed, attendance in addition to tracking meals and breaks, the type of work performed, and the number of items produced.
Develop and manage time and attendance systems
开发 and manage time and attendance systems
Collect and manage requirements from various enterprise stakeholders about workforce analytics.
收集 and manage requirements from various enterprise stakeholders about workforce analytics.
Determine stakeholder requirements
Summarize stakeholder requirements into discrete research questions in support of workforce analytics.
Identify research questions
识别 research questions
Consider stakeholder requirements, research questions, and organizations standards around research to select appropriate research methodology in support of workforce analytics.
Select workforce analysis methodology
选择 workforce analysis methodology
Identify appropriate data sources for workforce analytics data while considering organizational standards for data sources.
识别 appropriate data sources for workforce analytics data while considering organizational standards for data sources.
Identify workforce data sources
识别 workforce data sources
Collect and procure, as needed, workforce data from internal and external data sources in support of workforce analytics.
收集 and procure, as needed, workforce data from internal and external data sources in support of workforce analytics.
Gather workforce data
Logically and statistically validate collected or purchased data in support of analytics needs
Transform workforce analysis data
转化 workforce analysis data
Synthesize insights from workforce analytics data
Develop insights into workforce analytics outcomes
开发 insights into workforce analytics outcomes
Summarize, package, and distribute results of workforce analysis.
Communicate workforce analysis outcomes
Creating a plan for managing communication among employees. Inform employees of direction. Counter resistance with change management approaches. Seek specific areas of input to the decision-making process. Seek varying degrees of involvement and co-creation.
Creating a plan for managing communication among employees. Inform employees of direction. Counter resistance with 变更 management approaches. Seek specific areas of input to the decision-making process. Seek varying degrees of involvement and co-creation.
Develop employee communication plan
开发 employee communication plan
Questioning employees to ascertain overall workplace satisfaction.
Conduct employee engagement surveys
开展 employee engagement surveys
Implementing the communication plan for employees. Initiate dialogues and engagement by monitoring the exchange of ideas and opinions, the development of personal relationships, etc.
Implementing the communication plan for employees. Initiate dialogues and engagement by 监控 the ex变更 of ideas and opinions, the development of personal relationships, etc.
Deliver employee communications
Activity within ITIL practice 'Workforce and Talent Management'.
Plan IT workforce capacity
规划 IT workforce 容量
Develop IT talent pipeline
开发 IT talent 流水线
Manage IT skills and competencies
管理 IT skills and competencies
Interacting with IT customers to understand the IT needs through a collaborative community through involvement, connection, and informed communication.
Understand IT customer communities
Evaluate the ability of the group of staff dependent on information technology, to align resources and critical processes according to organizational vision being able to deliver effectively and efficiently.
评估 the ability of the group of staff dependent on 信息技术, to align resources and critical processes according to organizational vision being able to deliver effectively and efficiently.
Assess IT customer operational capabilities
评估 IT customer operational capabilities
Understanding business requirements for the existing IT environment as well as future IT needs.
Understand business requirements for IT capabilities
Understanding the complete logical structure and working of the organization's IT landscape. Assess the configuration of hardware and software (IT Assets) across the organization that supports overall business operations.
Understanding the complete logical structure and working of the organization's IT landscape. 评估 the 配置 of hardware and software (IT 资产) across the organization that supports overall business operations.
Understand IT landscape
Developing goals to define IT vision. Define and document ideas, direction, and activities which enable information technology to reach these goals.
Developing goals to define IT vision. 定义 and document ideas, direction, and activities which enable 信息技术 to reach these goals.
Develop IT visioning
开发 IT visioning
Defining a roadmap to meet organizational expectations from information technology services while considering how it will affect the business.
Defining a roadmap to meet organizational expectations from 信息技术 services while considering how it will affect the business.
Outline IT service expectations
Managing customer expectations of the existing IT environment while considering how it will affect the business.
Manage IT customer expectations
管理 IT customer expectations
Defining the expected demand and usage of information technology services to meet organization's future business goals. Gather necessary information about the processes, resource requirements, and structures pertaining to planned business growth.
Defining the expected demand and usage of 信息技术 services to meet organization's future business goals. Gather necessary information about the processes, resource requirements, and structures pertaining to planned business growth.
Define future IT services
定义 future IT services
Determining IT KPIs crucial to the organization's success. Measure indicators such as IT costs as percentage of revenue, IT maintenance ratio, and system downtime in an effort to evaluate the performance of IT across the organization.
Determining IT KPIs crucial to the organization's success. Measure indicators such as IT costs as percentage of revenue, IT maintenance ratio, and system downtime in an effort to evaluate the 绩效 of IT across the organization.
Determine IT performance indicators
Determine IT 绩效 indicators
Developing concise statements that position the value proposition around the pressing concerns of the internal IT user base, thereby showing how the IT offerings are the right fit for a segment of IT customers.
Create IT marketing messages
创建 IT marketing messages
Creating a marketing strategy for IT offerings to customers. Plan processes for making budgets; identifying and developing media; and managing marketing content and promotional activities.
Creating a marketing 战略 for IT offerings to customers. 规划 processes for making budgets; identifying and developing media; and managing marketing 内容 and promotional activities.
Create IT service marketing plan
创建 IT service marketing plan
Developing a robust plan to replace or upgrade an organization's information technology systems. Understanding the business need of IT transformation from current to an expected state for the business. Developing a strategic plan for IT operating model, governance, service delivery, and workforce transformation.
Developing a robust plan to replace or upgrade an organization's 信息技术 systems. Understanding the business need of IT 转化ation from current to an expected state for the business. Developing a strategic plan for IT operating 模型, 治理, service delivery, and workforce 转化ation.
Develop IT transformation plans
开发 IT 转化ation plans
Identifying existing or potential IT gaps between the expected business performance levels and current business outcomes.
Identifying existing or potential IT gaps between the expected business 绩效 levels and current business outcomes.
Collect IT customer requirements
收集 IT customer requirements
Assessing identified IT gaps to plan for remediation efforts to allow outcomes to meet established performance levels.
Assessing identified IT gaps to plan for remediation efforts to allow outcomes to meet established 绩效 levels.
Analyze IT customer requirements
分析 IT customer requirements
Identifying IT opportunities on the basis of collection and analysis of IT customer requirements, then prioritize the identified IT opportunities on the basis of their importance.
Identify and prioritize IT opportunities
识别 and prioritize IT opportunities
Providing a plan of action to provide solution to IT customers. The solution design should be based on the collection and analysis of IT customer requirements.
Facilitate solution design activities
Prioritizing IT outcomes based on need, effectiveness, and efficiency.
Prioritize IT outcomes
排定优先级 IT outcomes
Create a business case with value proposition indicating current situation, proposed solution, financial analysis, and measurable benefits to the IT customers.
创建 a business case with value proposition indicating current situation, proposed solution, financial analysis, and measurable benefits to the IT customers.
Develop business cases
开发 business cases
Supporting business case with supporting research, business analysis, and background information on IT transformation.
Supporting business case with supporting research, 业务分析, and background information on IT 转化ation.
Support business case
Creating a blueprint for execution of IT transformation from the existing state to the planned organizational structure based on the value proposition and projected business growth.
Creating a blueprint for execution of IT 转化ation from the existing state to the planned organizational structure based on the value proposition and projected business growth.
Develop transformation roadmap
开发 转化ation roadmap
Understand requirements related to information technology services considering enterprise-level effects and understand potential achievements in the business environment.
Understand requirements related to 信息技术 services considering enterprise-level effects and understand potential achievements in the business environment.
Understand IT service requirements
Forecasting demand for IT services using current business growth, research, and customer feedback. Refine these forecasts, inspect the approach used in creating forecasts, and determine its accuracy.
Forecast IT service demand
预测 IT service demand
Maintain information about IT deliverables, prices, contact points, and processes for requesting a service.
维护 information about IT deliverables, prices, contact points, and processes for requesting a service.
Maintain IT services catalog
维护 IT services catalog
Designing and maintaining commitment of service by performance evaluation of IT services and communicate the results to the management.
Designing and maintaining commitment of service by 绩效 evaluation of IT services and communicate the results to the management.
Define service level agreement
定义 服务水平 agreement
Maintaining and documenting commitment of service to staff for information technology contracts including providing software or hardware solution through communication channels like phone, email, and on-site services.
Maintaining and documenting commitment of service to staff for 信息技术 contracts including providing software or hardware solution through communication channels like phone, email, and on-site services.
Maintain IT customer contracts
维护 IT customer contracts
Establish a service level agreement, which is a negotiated agreement designed to create a common understanding about services, priorities, and responsibilities.
建立 a 服务水平 agreement, which is a negotiated agreement designed to create a common understanding about services, priorities, and responsibilities.
Negotiate and establish service level agreements
Negotiate and establish 服务水平 agreements
Conveying the improvement opportunities for the business and level of IT services. Leverage the results obtained from the performance metrics of the business and IT service levels to identify and recognize any opportunities that would improve or enhance the efficiency of the business and IT service-level structure. Communicate these opportunities to management in order for the improvements to take effect.
Conveying the improvement opportunities for the business and level of IT services. Leverage the results obtained from the 绩效 metrics of the business and IT 服务水平s to identify and recognize any opportunities that would improve or enhance the efficiency of the business and IT service-level structure. Communicate these opportunities to management in order for the improvements to take effect.
Develop and maintain improvement processes
开发 and maintain improvement processes
Create mechanisms for effective public relationship in order to preserve the image and goodwill of the organization through the process.
创建 mechanisms for effective public relationship in order to preserve the image and goodwill of the organization through the process.
Establish relationship management mechanisms
建立 relationship management mechanisms
Understanding the strategy for staff dependent on information technology. Create a plan to create services and solutions, conduct daily operations, and train new employees.
Understanding the 战略 for staff dependent on 信息技术. 创建 a plan to create services and solutions, conduct daily operations, and train new employees.
Understand IT customer strategy
Understand IT customer 战略
Understanding the environment of staff dependent on information technology. Assess and evaluate services and solutions used by customers to conduct daily operations, and train new employees.
Understanding the environment of staff dependent on 信息技术. 评估 and evaluate services and solutions used by customers to conduct daily operations, and train new employees.
Understand IT customer environment
Conveying the goals and objectives of the IT function and how it contributes to the overall business objectives to staff and departments across the organization.
Communicate IT capabilities
Managing the IT requirements for business objectives. Identify the requirements of hardware and software equipment to store, retrieve, transmit, and manipulate data related to business operations. Consider factors such as functional, design, growth phases, and delivery schedule while managing IT requirements.
Managing the IT requirements for business objectives. 识别 the requirements of hardware and software equipment to store, retrieve, transmit, and manipulate data related to business operations. Consider factors such as functional, design, growth phases, and delivery schedule while managing IT requirements.
Manage IT requirements
管理 IT requirements
Gather data from each service target defined in an SLA for a time segment or review period to evaluate an overall performance percentage.
Gather data from each service target defined in an SLA for a time segment or review period to evaluate an overall 绩效 percentage.
Assess SLA compliance
评估 SLA 合规
Prioritizing SLA compliance issues and plan for remediation.
Prioritizing SLA 合规 issues and plan for remediation.
Triage SLA compliance issues
Triage SLA 合规 issues
Collecting customer feedback about IT products and services effectiveness based on overall satisfaction. The data is collected through surveys, customer responses, and feedbacks based on the delivered products/services.
Collecting customer feedback about IT 产品和服务 effectiveness based on overall satisfaction. The data is collected through surveys, customer responses, and feedbacks based on the delivered products/services.
Collect feedback about IT products and services
收集 feedback about IT 产品和服务
Providing stakeholders with collected IT performance measures for further development based on evaluation.
Providing stakeholders with collected IT 绩效 measures for further development based on evaluation.
Synthesize and distribute IT performance information
Synthesize and distribute IT 绩效 information
Activity within ITIL practice 'Relationship Management'.
Manage business stakeholder relationships
管理 business stakeholder relationships
Manage supplier relationships
管理 supplier relationships
Coordinate service level expectations
协调 服务水平 expectations
Activity within ITIL practice 'Service Catalog Management'.
Define service catalog structure
定义 service catalog structure
Maintain catalog entries
维护 catalog entries
Publish catalog to stakeholders
发布 catalog to stakeholders
AI activity: Define ML model requirements.
AI activity: 定义 ML 模型 requirements.
Define ML model requirements
定义 ML 模型 requirements
AI activity: Prepare and validate training data.
AI activity: 准备 and validate 训练 data.
Prepare and validate training data
准备 and validate 训练 data
AI activity: Train and evaluate models.
AI activity: Train and evaluate 模型s.
Train and evaluate models
Train and evaluate 模型s
AI activity: Deploy models to production.
AI activity: 部署 模型s to production.
Deploy models to production
部署 模型s to production
AI activity: Monitor model performance and drift.
AI activity: 监控 模型 绩效 and drift.
Monitor model performance and drift
监控 模型 绩效 and drift
AI activity: Retrain and update models.
AI activity: Retrain and update 模型s.
Retrain and update models
Retrain and update 模型s
AI activity: Design prompt engineering workflows.
AI activity: 设计 prompt engineering 工作流s.
Design prompt engineering workflows
设计 prompt engineering 工作流s
AI activity: Manage LLM fine-tuning.
AI activity: 管理 LLM fine-tuning.
Manage LLM fine-tuning
管理 LLM fine-tuning
AI activity: Implement RAG pipelines.
AI activity: 实施 RAG 流水线s.
Implement RAG pipelines
实施 RAG 流水线s
AI activity: Monitor LLM output quality.
AI activity: 监控 LLM output 质量.
Monitor LLM output quality
监控 LLM output 质量
AI activity: Manage LLM cost optimization.
AI activity: 管理 LLM cost optimization.
Manage LLM cost optimization
管理 LLM cost optimization
AI activity: Implement AI-driven monitoring.
AI activity: 实施 AI-driven 监控.
Implement AI-driven monitoring
实施 AI-driven 监控
AI activity: Automate incident detection.
AI activity: 自动化 事件 detection.
Automate incident detection
自动化 事件 detection
AI activity: Enable predictive capacity management.
AI activity: Enable predictive 容量 management.
Enable predictive capacity management
Enable predictive 容量 management
AI activity: Automate root cause analysis.
AI activity: 自动化 root cause analysis.
Automate root cause analysis
自动化 root cause analysis
AI activity: Identify RPA opportunities.
AI activity: 识别 RPA opportunities.
Identify RPA opportunities
识别 RPA opportunities
AI activity: Design automation workflows.
AI activity: 设计 自动化 工作流s.
Design automation workflows
设计 自动化 工作流s
AI activity: Deploy and monitor bots.
AI activity: 部署 and monitor bots.
Deploy and monitor bots
部署 and monitor bots
AI activity: Optimize bot performance.
AI activity: 优化 bot 绩效.
Optimize bot performance
优化 bot 绩效
AI activity: Establish data science standards.
AI activity: 建立 数据科学 standards.
Establish data science standards
建立 数据科学 standards
AI activity: Manage experiment tracking.
AI activity: 管理 experiment tracking.
Manage experiment tracking
管理 experiment tracking
AI activity: Govern feature stores.
AI activity: 治理 feature stores.
Govern feature stores
治理 feature stores
AI activity: Manage model registry.
AI activity: 管理 模型 registry.
Manage model registry
管理 模型 registry
AI activity: Provision GPU/TPU compute resources.
Provision GPU/TPU compute resources
AI activity: Manage ML platforms.
AI activity: 管理 ML platforms.
Manage ML platforms
管理 ML platforms
AI activity: Optimize AI workload scheduling.
AI activity: 优化 AI workload scheduling.
Optimize AI workload scheduling
优化 AI workload scheduling
AI activity: Manage vector databases.
AI activity: 管理 vector databases.
Manage vector databases
管理 vector databases
Building and maintaining intelligence towards changing organizational goals, supporting management, and operational or functional levels of the business. It is the ability to understand business trends that present threats or opportunities for IT in an organization.
Build and maintain IT strategic intelligence
构建 and maintain IT strategic intelligence
Monitoring and evaluating existing and forthcoming technologies to meet the current and future growth plans for business operations.
监控 and evaluating existing and forthcoming technologies to meet the current and future growth plans for business operations.
Monitor and map current and emerging technologies
监控 and map current and emerging technologies
Defining the integration of digital technology into business operations and service delivery, and convey the strategy to different segments of business. It is always backed by continuous improvement followed by periodic review and change per requirement of the business.
Defining the integration of digital technology into business operations and service delivery, and convey the 战略 to different segments of business. It is always backed by continuous improvement followed by periodic review and 变更 per requirement of the business.
Define and communicate digital transformation strategy
定义 and communicate digital 转化ation 战略
Developing the process of aligning the organization's business divisions and staff members with the organization's planned objectives for IT.
Develop IT strategic alignment
开发 IT strategic 对齐
Systematic approach to clearly communicate and operate the usage of information technology as it relates to business objectives.
Systematic approach to clearly communicate and operate the usage of 信息技术 as it relates to business objectives.
Articulate IT alignment principles
Articulate IT 对齐 principles
Maintaining alignment of the organization's business divisions and staff members with the organization's planned objectives for IT.
Maintaining 对齐 of the organization's business divisions and staff members with the organization's planned objectives for IT.
Maintain IT strategic alignment
维护 IT strategic 对齐
Activity within ITIL practice 'Service Financial Management'.
Plan IT budgets and costs
规划 IT budgets and costs
Account for IT services
Charge for IT services
Create and certify the standards to determine the value of the investments, projects, and activities of IT function for the overall business objectives.
创建 and certify the standards to determine the value of the investments, projects, and activities of IT function for the overall business objectives.
Establish and validate IT value criteria
建立 and validate IT value criteria
Determining the uninvested amount out of the total approved amount for overall IT management, IT investments, projects, and activities.
Determine IT portfolio investment balance
Evaluating IT investment projects to achieve overall business objectives in regard to implementation, efficiency, and profitability.
Evaluate proposed IT investment projects
评估 proposed IT investment projects
Listing the IT projects in the order of most important to the least. Determining which of many IT projects are most important or critical to business operations.
Prioritize IT projects
排定优先级 IT projects
Aligning physical IT resources like software, IT infrastructure, networks, and non-physical resources like technology expertise, to strategic objectives ranked by their importance in achieving the strategic goals.
Aligning physical IT resources like software, IT 基础设施, networks, and non-physical resources like technology expertise, to strategic objectives ranked by their importance in achieving the strategic goals.
Align IT resources to strategic priorities
Aligning IT investments, projects, and activities to achieve overall business objectives.
Align IT portfolio to business objectives
Creating and publishing high level statements of the fundamental values (principles) based on the organization's objectives that guide Information Technology decision-making and activities, and are the foundation for enterprise architecture.
Creating and publishing high level statements of the fundamental values (principles) based on the organization's objectives that guide 信息技术 decision-making and activities, and are the foundation for enterprise architecture.
Create and publish enterprise architecture principles
创建 and publish enterprise architecture principles
Establishing and operating a structure by which an enterprise defines appropriate strategies and ensures development alignment with those strategies. Create and establish the rules, regulations, policies, and standards that will govern the individual components of the IT architecture, as well as the architecture in its entirety.
Establishing and operating a structure by which an enterprise defines appropriate strategies and ensures development 对齐 with those strategies. 创建 and establish the rules, regulations, policies, and standards that will govern the individual components of the IT architecture, as well as the architecture in its entirety.
Establish and operate enterprise architecture governance
建立 and operate enterprise architecture 治理
Systematically investigating and studying materials and sources relevant to the IT function. Reach meaningful insights and conclusions in the form of new ideas and innovation for delivering IT services and solutions.
Systematically investigating and studying materials and sources relevant to the IT function. Reach meaningful insights and conclusions in the form of new ideas and 创新 for delivering IT services and solutions.
Research technologies to innovate IT services and solutions
Analyze the value driven through IT projects and redefine and/or reprioritize. Evaluate planning, organizing, and implementation of IT projects based on research outcomes and business objectives.
分析 the value driven through IT projects and redefine and/or reprioritize. 评估 planning, organizing, and implementation of IT projects based on research outcomes and business objectives.
Provide input to definition and prioritization of IT projects
提供 input to definition and prioritization of IT projects
Implementing strategy for designing, delivering, managing, and improving the way information technology be used in the organization. The goal of IT Service Management is to ensure that the right processes, people, and technology are in place to meet business goals.
Implementing 战略 for designing, delivering, managing, and improving the way 信息技术 be used in the organization. The goal of IT Service Management is to ensure that the right processes, people, and technology are in place to meet business goals.
Establish IT service management strategy and goals
建立 IT service management 战略 and goals
Identifying operating and process requirement for designing, delivering, managing, and improving the way information technology be used in the organization.
Identifying operating and process requirement for designing, delivering, managing, and improving the way 信息技术 be used in the organization.
Identify IT service operating and process requirements
识别 IT service operating and process requirements
Create and design an organized and curated collection of all IT-related services that can be performed by, for, or within the organization.
创建 and design an organized and curated collection of all IT-related services that can be performed by, for, or within the organization.
Define IT service catalog
定义 IT service catalog
Create a layered structure for IT service management framework ensuring right processes, people, and technology are in place to meet business goals.
创建 a layered structure for IT service management framework ensuring right processes, people, and technology are in place to meet business goals.
Establish IT service management framework
建立 IT service management framework
Defining and implementing activities involved in designing, creating, delivering, supporting, and managing the lifecycle of information technology services within an organization.
Defining and implementing activities involved in designing, creating, delivering, supporting, and managing the lifecycle of 信息技术 services within an organization.
Define and implement IT service management
定义 and implement IT service management
Establishing services for providing support to users of IT services and solutions. Define the plethora of services along with tools and methods by which the organization assists users of computers, software products, or other electronic/mechanical products.
Establishing services for providing support to users of IT services and solutions. 定义 the plethora of services along with tools and methods by which the organization assists users of computers, software products, or other electronic/mechanical products.
Define and deploy support service management process tools and methods
定义 and deploy support service management process tools and methods
Supervising, analyzing, and reporting performance of information technology to ensure they are on-course and on-schedule in meeting the organizational objectives and performance targets.
Supervising, analyzing, and reporting 绩效 of 信息技术 to ensure they are on-course and on-schedule in meeting the organizational objectives and 绩效 targets.
Monitor and report IT performance
监控 and report IT 绩效
Determining measures for evaluating the performance of IT services in the organization. Establish key performance indicators, including the IT services performance index.
Determining measures for evaluating the 绩效 of IT services in the organization. 建立 key 绩效 indicators, including the IT services 绩效 index.
Determine IT performance measures
Determine IT 绩效 measures
Establishing a governance model with its own structure and functions from where full or partial control can be exercised over the entire IT management system. Specify evaluation and quality control procedures in the structure.
Establishing a 治理 模型 with its own structure and functions from where full or partial control can be exercised over the entire IT management system. Specify evaluation and 质量 control procedures in the structure.
Define IT control points and assurance procedures governance model
定义 IT control points and assurance procedures 治理 模型
Monitoring and analyzing information technology performance measures to ensure timely completion, and that quality assurance is met at all steps of IT services.
监控 and analyzing 信息技术 绩效 measures to ensure timely completion, and that 质量 assurance is met at all steps of IT services.
Monitor and analyze overall IT performance
监控 and analyze overall IT 绩效
Checking and analyzing predetermined financial targets and timelines of IT management system. Monitoring their profitability, feasibility, and consistency. Study the revenues generated.
Checking and analyzing predetermined financial targets and timelines of IT management system. 监控 their profitability, feasibility, and consistency. Study the revenues generated.
Monitor and analyze IT financial performance
监控 and analyze IT financial 绩效
Examining and analyzing the value and benefits of IT service management to ensure benefits outweigh incurred costs.
Monitor and analyze IT value and benefits
监控 and analyze IT value and benefits
Create process to assign and manage IT assets that support organization's strategic goals.
创建 process to assign and manage IT 资产 that support organization's strategic goals.
Optimize IT resource allocation
优化 IT resource allocation
Manage capabilities required for the successful delivery of information technology projects, which, by extension, affect the success of the overall IT services.
管理 capabilities required for the successful delivery of 信息技术 projects, which, by extension, affect the success of the overall IT services.
Manage IT projects and services interdependencies
管理 IT projects and services interdependencies
Process of collecting, analyzing, and reporting information regarding the performance of IT services and projects.
处理 of collecting, analyzing, and reporting information regarding the 绩效 of IT services and projects.
Report IT service and project performance
报告 IT service and project 绩效
Select, establish, and operate analytics tool to analyze data and extract actionable and commercially relevant information on IT performance to evaluate or increase performance.
选择, establish, and operate analytics tool to analyze data and extract actionable and commercially relevant information on IT 绩效 to evaluate or increase 绩效.
Select, deploy, and operate IT performance analytics tools
选择, deploy, and operate IT 绩效 analytics tools
Process of evaluating performance to collect and analyze IT services and projects. Ensure expected IT service and project value based on established criteria.
处理 of evaluating 绩效 to collect and analyze IT services and projects. Ensure expected IT service and project value based on established criteria.
Assess performance against IT service and project value criteria
评估 绩效 against IT service and project value criteria
Evaluate the value of the investments, projects, and activities of IT function by assigning it a quantifiable value with a profitable return to business operations.
评估 the value of the investments, projects, and activities of IT function by assigning it a quantifiable value with a profitable return to business operations.
Quantify value of IT service and project portfolio investments
Conveying the value addition through adopting technology targeting towards integrated profitable business operations.
Communicate business technology value contribution
Determining and implementing IT investments, projects, and activities based on trending technological advancements in the existing environment in order to achieve overall business objectives.
Determine and implement IT portfolio adjustments
Establishing the standard for selecting IT research initiatives to align with organizational criteria for implementing future technologies.
Establish selection criteria for research initiatives
建立 selection criteria for research initiatives
Assessing new and future technologies relevant to the organization's vision of its IT capabilities.
Analyze emerging technology concepts
分析 emerging technology concepts
Identification of conceptual elements that define the benefits of technology to business.
Identify technology concepts and capabilities
识别 technology concepts and capabilities
Implement information technology research projects that focus on meeting the goals of the organization's IT services and capabilities.
实施 信息技术 research projects that focus on meeting the goals of the organization's IT services and capabilities.
Execute IT research projects
执行 IT research projects
Assessing IT research projects based on defined outcome expectations.
Evaluate IT research project outcomes
评估 IT research project outcomes
Determine project viability. Promote relevant IT innovations that meet business objectives.
Determine project viability. Promote relevant IT 创新s that meet business objectives.
Identify and promote viable concepts
识别 and promote viable concepts
Develop and plan long-term allocation of funds for information technology endeavors to meet business goals.
开发 and plan long-term allocation of funds for 信息技术 endeavors to meet business goals.
Develop and plan IT investment projects
开发 and plan IT investment projects
Activity within ITIL practice 'Portfolio Management'.
Evaluate portfolio investments
评估 portfolio investments
Prioritize portfolio items
排定优先级 portfolio items
Balance portfolio risk and value
平衡 portfolio 风险 and value
Activity within ITIL practice 'Architecture Management'.
Define enterprise architecture vision
定义 enterprise architecture vision
Maintain architecture repository
维护 architecture repository
Govern architecture compliance
治理 architecture 合规
Determining and evaluating IT regulatory and audit requirements. Train employees on regulatory and audit requirements. Records for the appropriate regulatory and audit agencies must be maintained and the new product process must be approved by the appropriate regulatory body before it is published to the organization.
Determine and evaluate IT regulatory and audit requirements
Include alignment with established cybersecurity frameworks like NIST CSF, ISO 27001, and ENISA risk management guidelines.
Include 对齐 with established cyber安全 frameworks like NIST CSF, ISO 27001, and ENISA 风险 management guidelines.
Align IT risk management with cybersecurity frameworks
Align IT 风险 management with cyber安全 frameworks
Ensure risk management processes are extended to cover OT systems and environments.
Ensure 风险 management processes are extended to cover OT systems and environments.
Integrate IT and OT risk management strategies
Integrate IT and OT 风险 management strategies
Understand the risk tolerance levels of individual business units, given risk-return trade-offs for one or more anticipated and predictable consequences.
Understand the 风险 tolerance levels of individual business units, given 风险-return trade-offs for one or more anticipated and predictable consequences.
Understand business unit risk tolerance
Understand business unit 风险 tolerance
Determine the specific maximum risk to take in quantitative terms for each relevant risk sub-category, including strategic, operational, financial, and compliance risks.
Determine the specific maximum 风险 to take in quantitative terms for each relevant 风险 sub-category, including strategic, operational, financial, and 合规 风险s.
Establish IT risk tolerance
建立 IT 风险 tolerance
Establish an individual or a group who is ultimately accountable for ensuring that IT risks are managed appropriately.
建立 an individual or a group who is ultimately accountable for ensuring that IT 风险s are managed appropriately.
Establish risk ownership
建立 风险 ownership
Determine and maintain roles that are specialized in each risk areas and coordinating all risk management activities for IT function with due escalation structure.
Determine and maintain roles that are specialized in each 风险 areas and coordinating all 风险 management activities for IT function with due escalation structure.
Establish and maintain risk management roles
建立 and maintain 风险 management roles
Establishing compliance objectives which ensures that the organization has systems of internal controls that adequately measure and manage IT risk.
Establishing 合规 objectives which ensures that the organization has systems of internal controls that adequately measure and manage IT 风险.
Establish compliance objectives
建立 合规 objectives
Identifying and adopting information technology solutions to support changing regulatory compliance. Safeguard compliance and manage risk by outlining the risk policies and procedures.
Identifying and adopting 信息技术 solutions to support changing regulatory 合规. Safeguard 合规 and manage 风险 by outlining the 风险 policies and procedures.
Identify systems to support compliance
识别 systems to support 合规
Developing a timely and continuous process to identify and evaluate activities that might hinder IT operations or an IT project's goals.
Identify and evaluate IT risk
识别 and evaluate IT 风险
Assess IT-related risk resilience strategies to ensure that the organization effectively manages its risk.
评估 IT-related 风险 resilience strategies to ensure that the organization effectively manages its 风险.
Evaluate IT-related risks resiliency
评估 IT-related 风险s 弹性
Activity within ITIL practice 'Service Continuity Management'.
Develop continuity plans
开发 continuity plans
Test continuity procedures
测试 continuity procedures
Maintain recovery capabilities
维护 recovery capabilities
Determining resilience strategies to ensure that IT effectively manages it's delivery process to mitigate risk.
Determining resilience strategies to ensure that IT effectively manages it's delivery process to mitigate 风险.
Determine IT delivery resiliency
Determine IT delivery 弹性
Determining risks that could disrupt objectives of IT including physical, security, data, network, and cybersecurity.
Determining 风险s that could disrupt objectives of IT including physical, 安全, data, network, and cyber安全.
Determine critical IT risks
Determine critical IT 风险s
Prioritize potential IT risks based on business need to ensure overall IT stability.
排定优先级 potential IT 风险s based on business need to ensure overall IT stability.
Prioritize IT risks
排定优先级 IT 风险s
Establishing activities to improve opportunities and lessen threats for IT.
Establish mitigation approaches for IT risks
建立 mitigation approaches for IT 风险s
Evaluation of dynamic, strategic, and integrated approach to manage regulatory requirements and compliance obligations.
Evaluation of dynamic, strategic, and integrated approach to manage regulatory requirements and 合规 obligations.
Evaluate enterprise regulatory and compliance obligations
评估 enterprise regulatory and 合规 obligations
Identifying and supervising a blueprint of measures for managing risk in IT. Monitor actions to enhance opportunities and reduce threats to project objectives.
Identifying and supervising a blueprint of measures for managing 风险 in IT. 监控 actions to enhance opportunities and reduce threats to project objectives.
Identify, supervise and monitor IT risk mitigation measures
识别, supervise and monitor IT 风险 mitigation measures
Analyzing the impact of threats to critical IT assets across different departments and functions in the organization in terms of quantifiable results.
Analyzing the impact of threats to critical IT 资产 across different departments and functions in the organization in terms of quantifiable results.
Analyze IT security threat impact
分析 IT 安全 threat impact
Develop and maintain IT compliance standards. Maintaining requirements set forth by such directives as GRCP, PMI RMP, CGRC, CGEIT, CRMA.
开发 and maintain IT 合规 standards. Maintaining requirements set forth by such directives as GRCP, PMI RMP, CGRC, CGEIT, CRMA.
Create and maintain IT compliance requirements
创建 and maintain IT 合规 requirements
Develop and maintain an architecture for securing and ensuring the privacy of data flows throughout the organization. Create, test, evaluate, and implement IT security policies to ensure the safe use of IT services and solutions.
开发 and maintain an architecture for securing and ensuring the privacy of data flows throughout the organization. 创建, test, evaluate, and implement IT 安全 policies to ensure the safe use of IT services and solutions.
Create and maintain IT security policies, standards, and procedures
创建 and maintain IT 安全 policies, standards, and procedures
Develop and implement training in regard to managing IT risks, understanding criticality, impact, and opportunities associated with business objectives.
开发 and implement 训练 in regard to managing IT 风险s, understanding criticality, impact, and opportunities associated with business objectives.
Develop and deploy risk management training
开发 and deploy 风险 management 训练
Establishing processes to communicate IT risk to the organization.
Establishing processes to communicate IT 风险 to the organization.
Establish risk reporting capabilities and responsibilities
建立 风险 reporting capabilities and responsibilities
Establishing standards for communications within the organization which creates the road map for successful understanding of strategic initiatives for both business units and information technology services.
Establishing standards for communications within the organization which creates the road map for successful understanding of strategic initiatives for both business units and 信息技术 services.
Establish communication standards
建立 communication standards
Evaluate IT risk and threat assessments by way of IT assets, information security, and breach points within the organization.
评估 IT 风险 and threat assessments by way of IT 资产, information 安全, and breach points within the organization.
Conduct IT risk and threat assessments
开展 IT 风险 and threat assessments
Monitoring and managing risks related to IT adoption within the organization.
监控 and managing 风险s related to IT adoption within the organization.
Monitor and manage IT activity risk
监控 and manage IT activity 风险
Evaluating IT business needs and IT's ability to recover from internal or external threat exposure.
Evaluate IT continuity
评估 IT continuity
Identifying the limitations of the IT organization's ability to remediate disruptions in IT services.
Identify IT continuity gaps
识别 IT continuity gaps
Integrating the disciplines of Emergency Response, Crisis Management, Disaster Recovery (technology continuity) and Business Continuity for IT.
Manage IT business continuity
管理 IT business continuity
Evaluate principles or rules employed in controlling, directing, or managing IT services. Assessing requirements and policies related to confidentiality.
评估 principles or rules employed in controlling, directing, or managing IT services. Assessing requirements and policies related to confidentiality.
Assess IT regulatory and confidentiality requirements and policies
评估 IT regulatory and confidentiality requirements and policies
Defining and managing organization's approach to governing IT security and ensuring the privacy of data flows throughout the organization. Establish and manage tools to support the governance process in order to avoid misuse of information and breach of organizational privacy.
Defining and managing organization's approach to governing IT 安全 and ensuring the privacy of data flows throughout the organization. 建立 and manage tools to support the 治理 process in order to avoid misuse of information and breach of organizational privacy.
Create IT security, privacy, and data protection risk governance
创建 IT 安全, privacy, and data protection 风险 治理
Outlining and establishing policies, regulations, standards, and procedures for IT data security and privacy.
Outlining and establishing policies, regulations, standards, and procedures for IT data 安全 and privacy.
Define IT data security and privacy policies, standards, and procedures
定义 IT data 安全 and privacy policies, standards, and procedures
Identifying, examining, and reviewing physical and logical IT data security measures such as hardware security (smart cards), cryptographic protocols, and access control.
Identifying, examining, and reviewing physical and logical IT data 安全 measures such as hardware 安全 (smart cards), cryptographic protocols, and access control.
Review and monitor physical and logical IT data security measures
审查 and monitor physical and logical IT data 安全 measures
Identifying, examining, and reviewing security control for IT applications. Test, analyze, and implement security protocols in order to safeguard IT applications.
Identifying, examining, and reviewing 安全 control for IT applications. 测试, analyze, and implement 安全 protocols in order to safeguard IT applications.
Review and monitor application security controls
审查 and monitor application 安全 controls
Identifying and examining security controls for physical environment of information technology such as business facilities, equipment, and resources.
Identifying and examining 安全 controls for physical environment of 信息技术 such as business facilities, equipment, and resources.
Review and monitor IT physical environment security controls
审查 and monitor IT physical environment 安全 controls
Monitoring and evaluating network intrusion detection for any malicious activity or policy violations. Identify the gaps in order to resolve threats and enhance existing network security.
监控 and evaluating network intrusion detection for any malicious activity or policy violations. 识别 the gaps in order to resolve threats and enhance existing network 安全.
Monitor/analyze network intrusion detection data and resolve threats
监控/analyze network intrusion detection data and resolve threats
Conducting projects in order to enhance set standards, established guidelines, and risk preventive measures for IT risk and resilience.
Conducting projects in order to enhance set standards, established guidelines, and 风险 preventive measures for IT 风险 and resilience.
Conduct projects to enhance IT compliance and remediate risk
开展 projects to enhance IT 合规 and remediate 风险
Examine compliance control systems and tools implemented for internal and external IT services.
Examine 合规 control systems and tools implemented for internal and external IT services.
Conduct IT compliance control auditing of internal and external services
开展 IT 合规 control auditing of internal and external services
Execute IT compliance reporting in order to review processes, standards, regulations, and laws are followed as laid out by the regulatory bodies.
执行 IT 合规 reporting in order to review processes, standards, regulations, and laws are followed as laid out by the regulatory bodies.
Perform IT compliance reporting
Perform IT 合规 reporting
Identify and escalate issues related to IT compliance to ensure that corrective measures are taken.
识别 and escalate issues related to IT 合规 to ensure that corrective measures are taken.
Identify and escalate IT compliance issues and remediation requirements
识别 and escalate IT 合规 issues and remediation requirements
Supporting audits and reports through external resources. This process requires the organization to follow all the regulations set forth by external auditors.
Support external audits and reports
Conducting projects to improve the strategy and process for rapidly adapting to any threat in IT.
Conducting projects to improve the 战略 and process for rapidly adapting to any threat in IT.
Conduct IT resilience improvement projects
开展 IT resilience improvement projects
Develop, document, and maintain plans to ensure uninterrupted operations of critical IT services (for example, ransomware recovery). Determine resources such as specialized personnel, equipment, support infrastructure, third-party access, legal and financial aspects.
开发, document, and maintain plans to ensure uninterrupted operations of critical IT services (for example, ransomware recovery). Determine resources such as specialized personnel, equipment, support 基础设施, third-party access, legal and financial aspects.
Develop, document, and maintain IT business continuity planning
开发, document, and maintain IT business continuity planning
Implement and enforce procedures and policies in order to control changes in IT services and solutions. Manage changes in a rational and predictable manner for optimum resource utilization.
实施 and enforce procedures and policies in order to control 变更s in IT services and solutions. 管理 变更s in a rational and predictable manner for optimum resource utilization.
Implement and enforce change control procedures
实施 and enforce 变更 control procedures
Review and implement resources (including external parties) necessary to support uninterrupted operations of critical IT services.
审查 and implement resources (including external parties) necessary to support uninterrupted operations of critical IT services.
Execute recurring IT service provider business continuity
执行 recurring IT service provider business continuity
Conduct and manage employee training programs on IT resilience so that prospective risks can be avoided.
开展 and manage employee 训练 programs on IT resilience so that prospective 风险s can be avoided.
Provide IT resilience training
提供 IT resilience 训练
Implement regular resources supporting uninterrupted operations of critical IT services.
实施 regular resources supporting uninterrupted operations of critical IT services.
Execute recurring IT business operations continuity
执行 recurring IT business operations continuity
Create and implement policies that integrate authorization policies with authorized profiles of users meant to access network resources.
创建 and implement policies that integrate authorization policies with authorized profiles of users meant to access network resources.
Support integration of identity and authorization policies
Managing directory of user profiles and access requirements across different levels in the organization's IT network.
Manage IT user directory
管理 IT user directory
Managing the process of authorizing IT users to access applications, systems, IT components, or networks by associating user rights.
Manage IT user authorization
管理 IT user authorization
Adopting MFA to ensure secure user authentication across all systems.
Implement multi-factor authentication (MFA)
实施 multi-factor authentication (MFA)
Integrating identity federation and SSO solutions to enhance user experience and security.
Integrating identity federation and SSO solutions to enhance user experience and 安全.
Implement identity federation and single sign-on (SSO)
实施 identity federation and single sign-on (SSO)
Examine the processes responsible for reviewing IT user identity and authorization.
Audit IT user identity and authorization systems
审计 IT user identity and authorization systems
Address any form of unauthorized network breach such as unauthorized access or usage of data, applications, services, networks, and/or devices. Identify the root cause and take corrective measures to resolve the breach.
Address any form of unauthorized network breach such as unauthorized access or usage of data, applications, services, networks, and/or devices. 识别 the root cause and take corrective measures to resolve the breach.
Respond to IT information security and network breaches
Respond to IT information 安全 and network breaches
Conduct penetration testing (pen test) through an authorized stimulated attack to identify security weakness in an IT environment by evaluating the system or network with various harmful techniques.
开展 penetration testing (pen test) through an authorized stimulated attack to identify 安全 weakness in an IT environment by evaluating the system or network with various harmful techniques.
Conduct penetration testing
开展 penetration testing
Reviewing the processes responsible for integration of user identity and access authorization in order to confirm that all the required regulations are followed.
Audit integration of user identity and authorization systems
审计 integration of user identity and authorization systems
Activity within ITIL practice 'Information Security Management'.
Activity within ITIL practice 'Information 安全 Management'.
Define security policies
定义 安全 policies
Manage security incidents
管理 安全 事件s
Conduct security assessments
开展 安全 assessments
Manage access controls
管理 access controls
Implementing strategies for securing and ensuring the privacy of data flows throughout the organization. Create protocols and guidelines for individual IT components. Outline analytic objectives in order to avoid misuse of information.
Implementing strategies for securing and ensuring the privacy of data flows throughout the organization. 创建 protocols and guidelines for individual IT components. Outline analytic objectives in order to avoid misuse of information.
Establish data, information, and analytic objectives
建立 data, information, and analytic objectives
Creating a set of guidelines that ensure effective and efficient use of IT. Define data, information, and analytic governance to reach the organization's goal.
Creating a set of guidelines that ensure effective and efficient use of IT. 定义 data, information, and analytic 治理 to reach the organization's goal.
Establish data, information, and analytic governance
建立 data, information, and analytic 治理
Determining the request for data accessibility and analysis. Review the details based on internal data security policies and permit data access only if internal policies and data access parameters are met.
Determining the request for data accessibility and analysis. 审查 the details based on internal data 安全 policies and permit data access only if internal policies and data access parameters are met.
Access IT data/analytic capabilities
Determining strategies to manage the enterprise wide flow of business information and content. Outline the required architecture for information resources.
Determining strategies to manage the enterprise wide flow of business information and 内容. Outline the required architecture for information resources.
Determine enterprise business information requirements
Define different ways of representation, usage, and identification of data with independent or interdependent sources across the organization.
定义 different ways of representation, usage, and identification of data with independent or interdependent sources across the organization.
Define enterprise data models
定义 enterprise data 模型s
Identifying and understanding external sources of data in relevance of reliability, security, and authenticity.
Identifying and understanding external sources of data in relevance of reliability, 安全, and authenticity.
Identify and understand external data sources
识别 and understand external data sources
Establishing entities responsible for data accuracy, integrity, and timeliness that can authorize or deny access to certain data. Develop data utilizing governance processes to ensure fitness of data elements.
Establishing entities responsible for data accuracy, integrity, and timeliness that can authorize or deny access to certain data. 开发 data utilizing 治理 processes to ensure fitness of data elements.
Establish data ownership and stewardship responsibilities
建立 data ownership and stewardship responsibilities
Creating and maintaining the process of designing, creating, deploying, and managing strategies to maintain enterprise data and information architecture.
Maintain and evolve enterprise data and information architecture
维护 and evolve enterprise data and information architecture
Outlining and establishing policies for information and setting information standards and procedures. Establish policies to regulate the creation, use, storage, access, communication, and dissemination of information.
Outlining and establishing policies for information and setting information standards and procedures. 建立 policies to regulate the creation, use, storage, access, communication, and dissemination of information.
Define and maintain enterprise information policies, standards, and procedures
定义 and maintain enterprise information policies, standards, and procedures
Implementing and executing strategies for processes and technologies that support the collection, managing, and storing of data.
Implement and execute data administration responsibilities
实施 and execute data administration responsibilities
Defining the rules, diction, and logic that make up the framework of the organization's information architecture. Monitoring and controlling information attributes that flow through the IT framework.
Defining the rules, diction, and logic that make up the framework of the organization's information architecture. 监控 and controlling information attributes that flow through the IT framework.
Monitor and control business information
监控 and control business information
Maintain information feedstock along with IT hardware and software needed for storage, access, and retrieval of business information.
维护 information feedstock along with IT hardware and software needed for storage, access, and retrieval of business information.
Maintain business information feeds and repositories
维护 business information feeds and repositories
Verification of information access and usage through regular reports on organizational performance.
Verification of information access and usage through regular reports on organizational 绩效.
Perform internal usage audits
Implement and manage the process for accessing information including issues related to copyright, open source, privacy, and security.
实施 and manage the process for accessing information including issues related to copyright, open source, privacy, and 安全.
Implement and administer business information access
实施 and administer business information access
Determining the development of IT service/solution. Analyze the pros and cons of IT service/solution and it's methods on the basis of their cost effectiveness and development value.
Determining the development of IT service/solution. 分析 the pros and cons of IT service/solution and it's methods on the basis of their cost effectiveness and development value.
Determine IT service/solution development
Establishing the methods and processes as the foundation for developing new IT platforms, components, software, and explore new standards for better IT usage in the organization.
Define IT service/solution development processes/standards
定义 IT service/solution development processes/standards
Identifying and implementing techniques and tools for development based on overall value addition to the IT environment.
Identify, deploy, and support development methodologies and tools
识别, deploy, and support development methodologies and tools
Establishing standards for selection of IT service components.
Establish service component criteria
建立 service component criteria
Understanding and selecting reusable service components so that they can be cost-effective and efficient.
Understand and select reusable service components
Creating and establishing service component portfolio by defining investments, and activities. Analyze and examine the value of the service component portfolio, and allocate resources towards it.
Creating and establishing service component portfolio by defining investments, and activities. 分析 and examine the value of the service component portfolio, and allocate resources towards it.
Maintain service component portfolio
维护 service component portfolio
Creating standards and procedures for developing IT services/solutions outside of defined business parameters.
Establish development standards exception governance
建立 development standards exception 治理
Perform a systematic investigation to new and future technology capabilities for future upgrades.
Monitor and track emerging technology capabilities
监控 and track emerging technology capabilities
Identifying processes and supporting procedures that are performed by an organization to design, plan, deliver, operate, and control information technology services/solutions offered to customers.
Identifying processes and supporting procedures that are performed by an organization to design, plan, deliver, operate, and control 信息技术 services/solutions offered to customers.
Identify IT services/solutions
识别 IT services/solutions
Determining an approach to create a base for delivering IT service/solution aligned with overall business needs while maintaining a tight control on delivery and costs.
Determine IT service/solution approach
Defining solutions to satisfy business needs. IT solution lifecycle provides a means to address the full life cycle of an information technology solution and addresses the current and future state of IT services and solutions.
Defining solutions to satisfy business needs. IT solution lifecycle provides a means to address the full life cycle of an 信息技术 solution and addresses the current and future state of IT services and solutions.
Define IT solution lifecycle
定义 IT solution lifecycle
Developing plans to retire IT service/solution resources when the service/solution is no longer feasible.
Develop IT service/solution "sunset" plans
开发 IT service/solution "sunset" plans
Assessing limitations in IT application and infrastructure architecture that may hinder expected performance.
Assessing limitations in IT application and 基础设施 architecture that may hinder expected 绩效.
Assess IT application and infrastructure architecture constraints
评估 IT application and 基础设施 architecture constraints
Evaluate business limitations that may hinder IT service/solution performance.
评估 business limitations that may hinder IT service/solution 绩效.
Assess business constraints on IT service/solution
评估 business constraints on IT service/solution
Determining the requirements to integrate IT components such as hardware, software, database, telecommunication, and network.
Determine IT component integration requirements
Identification of opportunities for reusing IT components so that they can be cost-effective and efficient.
Identify opportunities for IT component reuse
识别 opportunities for IT component reuse
Encouraging acceptance of existing IT service/solution architecture in the organization.
Promote adoption of existing service/solution architecture
Creating and maintaining a services and solutions architecture over a network that can be revised as needed or even eliminated in case of inefficiencies.
Develop and maintain service/solution architectures
开发 and maintain service/solution architectures
Assessing functional compliance of the IT service/solution architecture. Safeguard compliance with guidelines for the architecture.
Assessing functional 合规 of the IT service/solution architecture. Safeguard 合规 with guidelines for the architecture.
Assess IT service/solution architecture conformance
评估 IT service/solution architecture conformance
Identifying and resolving any architectural exceptions. Address the internal inquiries related to architecture that cannot be addressed immediately. Research inquiries that require the need of exceptional methods.
Manage architectural exceptions
管理 architectural exceptions
Evaluating and validating the requirements and needs of IT service/solution.
Assess and validate IT service/solution requirements
评估 and validate IT service/solution requirements
Formulating a design for service/solution that helps an organization to meet its objectives. Develop a new framework for molding the service/solution processes into a coherent and structured form.
Formulating a design for service/solution that helps an organization to meet its objectives. 开发 a new framework for molding the service/solution processes into a coherent and structured form.
Create service/solution design
创建 service/solution design
Building and testing new components required for the development of IT services and solutions.
Build and test IT service/solution components
构建 and test IT service/solution components
Combining the newly built IT component along with IT services in order to gain optimum output.
Integrate IT components and services
Validating that the proposed IT service/solution is feasible and provides the needed services for the customer.
Execute IT service/solution validation
执行 IT service/solution validation
Creating and implementing a strategy for the deployment of IT service/solution by defining all of the activities that make the IT function available for use. Define the deployment process, procedures, and tools. Select the most feasible and practical methodologies for the deployment process.
Creating and implementing a 战略 for the 部署 of IT service/solution by defining all of the activities that make the IT function available for use. 定义 the 部署 process, procedures, and tools. 选择 the most feasible and practical methodologies for the 部署 process.
Bundle service/solution deployment packaging
Bundle service/solution 部署 packaging
Identifying and resolving internal needs/inquiries for service/solution that cannot be resolved immediately. Research inquiries that require the need of exceptional solutions.
Manage service/solution process exceptions
管理 service/solution process exceptions
Evaluate plans to address information technology environmental adulteration for rectification efforts.
评估 plans to address 信息技术 environmental adulteration for rectification efforts.
Assess IT remediation
评估 IT remediation
Redesign the roadmap to seek solution or service with an overall process flow and impact timeframe.
Modify service/solution design
Administering the efforts and activities for IT service/solution remediation. This process element requires the organization to create plans for corrective action in collaboration with government agencies and pertinent professional services agencies which specialize in remediation efforts relevant to the organization's service/solution. Additionally, the organization needs to consult experts to validate the plan, determine resources allocation, resolve any legal concerns, and formulate a company-wide policy for IT service/solution remediation.
Perform IT service/solution remediation
Understanding customer requirements. Managing services/solutions based on the requirements. Develop components for providing the requirements. Train resources to provide support. Confirm the customer experience post-sale. Evaluate the performance of service/solution. Communicate the results to the management.
Understanding customer requirements. Managing services/solutions based on the requirements. 开发 components for providing the requirements. Train resources to provide support. Confirm the customer experience post-sale. 评估 the 绩效 of service/solution. Communicate the results to the management.
Manage service/solution operations
管理 service/solution operations
Developing packaging for fixed/enhanced service/solution based on the standalone or bundled offerings to be used by the organization.
Prepare fixed/enhanced service/solution packaging
准备 fixed/enhanced service/solution packaging
Activity within ITIL practice 'Service Design'.
Activity within ITIL practice 'Service 设计'.
Design service architecture
设计 service architecture
Define service requirements
定义 service requirements
Plan service transitions
规划 service transitions
ITIL:V5:Software Development and Management
Activity within ITIL practice 'Software Development and Management'.
Manage development lifecycle
管理 development lifecycle
Implement coding standards
实施 coding standards
Manage technical debt
管理 technical debt
Evaluate the impact of IT deployment (products/services) on the business. Compare pre and post development performance, behavior of resources, and cost to assess organizational benefit.
评估 the impact of IT 部署 (products/services) on the business. Compare pre and post development 绩效, behavior of resources, and cost to assess organizational benefit.
Assess IT deployment business impact
评估 IT 部署 business impact
Defining deployment policies regarding IT services and solutions to allow employees to plan accordingly. Reduce the negative impact to the user community.
Defining 部署 policies regarding IT services and solutions to allow employees to plan accordingly. Reduce the negative impact to the user community.
Establish IT deployment policies
建立 IT 部署 policies
Outlining processes, methods, and equipment for deployment of IT solutions. Manage core operations servers like subversion server, production server, and development server, to make the IT services and solutions available for internal/client use.
Outlining processes, methods, and equipment for 部署 of IT solutions. 管理 core operations servers like subversion server, production server, and development server, to make the IT services and solutions available for internal/client use.
Define and create deployment procedure workflow
定义 and create 部署 procedure 工作流
Establishing guidelines for the changed/released IT services and solutions to meet business objectives with optimum utilization.
Establishing guidelines for the 变更d/发布d IT services and solutions to meet business objectives with optimum utilization.
Define IT change/release standards
定义 IT 变更/发布 standards
Coordinating development approval responsibilities based on defined change standards.
Coordinating development approval responsibilities based on defined 变更 standards.
Assign deployment approval responsibilities
Assign 部署 approval responsibilities
Evaluating the impact (pros and cons) of IT services deployment.
Evaluating the impact (pros and cons) of IT services 部署.
Analyze deployments outcomes
分析 部署s outcomes
Activity within ITIL practice 'Deployment Management'.
Activity within ITIL practice '部署 Management'.
Plan deployment approaches
规划 部署 approaches
Execute deployments to environments
执行 部署s to environments
Manage deployment automation
管理 部署 自动化
Accessing threats and potential failures related to the deployment of IT services/solutions.
Accessing threats and potential failures related to the 部署 of IT services/solutions.
Assess IT deployment risk
评估 IT 部署 风险
Defining the schedule for implementation of change. Plan and carry out a process or procedure to implement the predefined changes.
Defining the schedule for implementation of 变更. 规划 and carry out a process or procedure to implement the predefined 变更s.
Define implementation schedule and roll-out sequence
定义 implementation schedule and roll-out sequence
Determine requirements for implementation of IT deployment. Carry out a pre-implementation audit to assess the impact and use case. Gauge the possible vulnerabilities and impact the business operations during and after the implementation.
Determine requirements for implementation of IT 部署. Carry out a pre-implementation audit to assess the impact and use case. Gauge the possible vulnerabilities and impact the business operations during and after the implementation.
Determine implementation requirements
Plan methodologies and align resources for user testing of IT deployment.
规划 methodologies and align resources for user testing of IT 部署.
Plan and align user testing and resources
规划 and align user testing and resources
Create and manage employee training programs by considering the need and availability of these programs. Manage all aspects related to the training programs.
创建 and manage employee 训练 programs by considering the need and 可用性 of these programs. 管理 all aspects related to the 训练 programs.
Develop IT training
开发 IT 训练
Coordinating change implementation in IT services and solutions communications with employees and stakeholders.
Coordinating 变更 implementation in IT services and solutions communications with employees and stakeholders.
Create implementation communications
创建 implementation communications
Managing procedures to return to initial pre-deployment stage or previous state from current environment.
Managing procedures to return to initial pre-部署 stage or previous state from current environment.
Manage IT roll-back procedures
管理 IT roll-back procedures
Evaluating the impact of IT change/release on the business.
Evaluating the impact of IT 变更/发布 on the business.
Asses IT change/release impact
Asses IT 变更/发布 impact
Ensure that change/release meets change guidelines set by the organization.
Ensure that 变更/发布 meets 变更 guidelines set by the organization.
Confirm change/release compliance
Confirm 变更/发布 合规
Evaluating for any kind of risks or threats which could be caused due to IT change/release deployment.
Evaluating for any kind of 风险s or threats which could be caused due to IT 变更/发布 部署.
Assess IT change/release risk
评估 IT 变更/发布 风险
Integrate all forms of changes in IT in order to make more efficient use of resources and down time, and optimizing results.
Integrate all forms of 变更s in IT in order to make more efficient use of resources and down time, and optimizing results.
Consolidate IT change
Consolidate IT 变更
Defining and communicating the schedule for implementation to related stakeholders and functions.
Create and communicate deployment schedule
创建 and communicate 部署 schedule
Permitting for the change/release deployment. Approve deployment based on the evaluation of business impact due to change/release.
Permitting for the 变更/发布 部署. Approve 部署 based on the evaluation of business impact due to 变更/发布.
Approve change/release deployment
Approve 变更/发布 部署
Recording outcomes related to the change/release deployment.
Recording outcomes related to the 变更/发布 部署.
Document IT change/release outcome
Document IT 变更/发布 outcome
Confirm if hardware/software are operating as per the expectation.
Confirm hardware/software operational status
Confirm if operational activities of IT services could be performed.
Confirm operational availability
Confirm operational 可用性
Executing IT implementation plan to make the IT services and solutions available for internal use.
Execute internal IT implementation plan
执行 internal IT implementation plan
Confirming the completion of IT implementation.
Confirm implementation completion
Executing changes in software and services as per change/release schedule.
Executing 变更s in software and services as per 变更/发布 schedule.
Implement software change/release
实施 software 变更/发布
Perform testing after installation to confirm expected performance is met.
Perform testing after installation to confirm expected 绩效 is met.
Perform post-installation testing
Distributing and implementing the release of changed IT solutions. Administer, implement, and install the releases onto internal systems. Provide methods for installing releases on client users.
Distributing and implementing the 发布 of 变更d IT solutions. Administer, implement, and install the 发布s onto internal systems. 提供 methods for installing 发布s on client users.
Distribute software components network-wide
Confirming that the release has met expectations.
Confirming that the 发布 has met expectations.
Verify change/release implementation success
验证 变更/发布 implementation success
Execution of plan to return to the previous operating state if the change/release impedes operational expectations.
Execution of plan to return to the previous operating state if the 变更/发布 impedes operational expectations.
Execute roll-back plan
执行 roll-back plan
Preparing users for changes in IT solutions. Conduct training sessions and engagement activities to familiarize users with the new changes. Implementing the programs for training IT employees.
Preparing users for 变更s in IT solutions. 开展 训练 sessions and engagement activities to familiarize users with the new 变更s. Implementing the programs for 训练 IT employees.
Conduct IT training
开展 IT 训练
Coordinating communications regarding the changes in IT services and solutions with employees in the organization.
Coordinating communications regarding the 变更s in IT services and solutions with employees in the organization.
Prepare and distribute service/solution communications
准备 and distribute service/solution communications
Creating a strategy for providing support for organizational changes. Providing support to users of IT services and solutions.
Creating a 战略 for providing support for organizational 变更s. Providing support to users of IT services and solutions.
Support organizational changes
Support organizational 变更s
Executing a plan for introducing the IT services and solutions to the organization's end user base.
Execute rollout plans
执行 rollout plans
Establishing services for providing support to users of IT services and solutions for rollout. Define the plethora of services by which the organization assists users of technology products.
Establishing services for providing support to users of IT services and solutions for rollout. 定义 the plethora of services by which the organization assists users of technology products.
Provide rollout support
提供 rollout support
Managing the necessary skills and competencies required to efficiently provide IT resolution for rollout through the support structure. Identify the gaps and needs in support structure.
Managing the necessary skills and competencies required to efficiently provide IT resolution for rollout through the support structure. 识别 the gaps and needs in support structure.
Manage rollout support capabilities
管理 rollout support capabilities
Track and record any issues being faced due to rollout. Define methodology of assessment for measuring and monitoring issues.
跟踪 and record any issues being faced due to rollout. 定义 methodology of assessment for measuring and 监控 issues.
Monitor and record rollout issues
监控 and record rollout issues
Activity within ITIL practice 'Change Enablement'.
Activity within ITIL practice '变更 Enablement'.
Assess change requests
评估 变更 requests
Authorize changes
Authorize 变更s
Coordinate change implementation
协调 变更 implementation
Review post-implementation
审查 post-implementation
Activity within ITIL practice 'Release Management'.
Activity within ITIL practice '发布 Management'.
Plan releases
规划 发布s
Build and test release packages
构建 and test 发布 packages
Deploy releases
部署 发布s
Review release outcomes
审查 发布 outcomes
Activity within ITIL practice 'Service Validation and Testing'.
Plan test strategy
规划 test 战略
Execute service tests
执行 service tests
Validate service requirements
验证 service requirements
ITIL:V5:Service Configuration Management
Activity within ITIL practice 'Service Configuration Management'.
Activity within ITIL practice 'Service 配置 Management'.
Maintain configuration items
维护 配置 items
Control configuration changes
控制 配置 变更s
Verify configuration accuracy
验证 配置 accuracy
Assessing the goals and objectives of IT service delivery and how it contributes to the overall business objectives. Align with the business objectives of the organization.
Assess business objectives and IT service delivery
评估 business objectives and IT service delivery
Creating and establishing a repository of IT service delivery offerings.
Define IT service delivery portfolio
定义 IT service delivery portfolio
Design and maintaining an IT service delivery model that defines the processes and procedures needed to deliver the IT services and solutions.
设计 and maintaining an IT service delivery 模型 that defines the processes and procedures needed to deliver the IT services and solutions.
Create and maintain IT service delivery model
创建 and maintain IT service delivery 模型
Determining locations and types of IT services and solutions which need to be delivered.
Determine IT service delivery locations and activities
Defining a strategy for sourcing delivery of IT services and solutions. Examine the pros and cons of various sources that can support the delivery process. Select the most feasible and cost-effective sources.
Defining a 战略 for sourcing delivery of IT services and solutions. Examine the pros and cons of various sources that can support the delivery process. 选择 the most feasible and cost-effective sources.
Define IT service delivery sourcing strategy
定义 IT service delivery sourcing 战略
Activity within ITIL practice 'Availability Management'.
Activity within ITIL practice '可用性 Management'.
Plan availability requirements
规划 可用性 requirements
Monitor system availability
监控 system 可用性
Optimize availability and resilience
优化 可用性 and resilience
ITIL:V5:Capacity and Performance Management
Activity within ITIL practice 'Capacity and Performance Management'.
Activity within ITIL practice '容量 and 绩效 Management'.
Forecast capacity demands
预测 容量 demands
Monitor performance baselines
监控 绩效 baselines
Plan capacity optimization
规划 容量 optimization
Activity within ITIL practice 'Monitoring and Event Management'.
Activity within ITIL practice '监控 and Event Management'.
Define monitoring strategy
定义 监控 战略
Detect and classify events
Correlate and respond to events
Automate event handling
自动化 event handling
Activity within ITIL practice 'Incident Management'.
Activity within ITIL practice '事件 Management'.
Detect and log incidents
Detect and log 事件s
Classify and prioritize
Investigate and diagnose
Resolve and recover
解决 and recover
Close and review incidents
关闭 and review 事件s
Activity within ITIL practice 'Problem Management'.
Activity within ITIL practice '问题 Management'.
Identify and log problems
识别 and log 问题s
Investigate root causes
Implement workarounds
实施 workarounds
Resolve known errors
解决 known errors
Activity within ITIL practice 'Service Request Management'.
Receive and categorize requests
接收 and categorize requests
Fulfill service requests
履约 service requests
Track and close requests
跟踪 and close requests
Activity within ITIL practice 'Service Desk'.
Manage user communications
管理 user communications
Triage and route requests
Provide first-contact resolution
提供 first-contact resolution
Assessing the goals of IT service support delivery and how it aligns to contribute to the overall business objectives.
Assess business objectives and IT service support delivery
评估 business objectives and IT service support delivery
Defining different IT support services and solutions such as remote support and cloud support. Include planned IT initiatives and ongoing IT services (such as application support).
Define IT service support portfolio
定义 IT service support portfolio
Design and maintaining an IT support model that defines the processes and procedures needed to support users of IT services and solutions.
设计 and maintaining an IT support 模型 that defines the processes and procedures needed to support users of IT services and solutions.
Create and maintain IT support model
创建 and maintain IT support 模型
Developing a strategy for sourcing resources to support users of IT services and solutions. Establish sources that will make use of e-mail, live support software online, or a tool where users can log a call or incident in order to retrieve IT support.
Developing a 战略 for sourcing resources to support users of IT services and solutions. 建立 sources that will make use of e-mail, live support software online, or a tool where users can log a call or 事件 in order to retrieve IT support.
Develop IT support service sourcing strategy
开发 IT support service sourcing 战略
Creating an agenda for the rules and regulations of support service that deal with providing support to users of IT services and solutions.
Establish support service framework
建立 support service framework
Providing the tools and techniques to support users of IT services and solutions, and choosing the most appropriate tools and techniques. Evaluate the pros and cons of all the methodologies and tools available. Choose the most efficient and effective methodology.
Providing the tools and techniques to support users of IT services and solutions, and choosing the most appropriate tools and techniques. 评估 the pros and cons of all the methodologies and tools available. Choose the most efficient and effective methodology.
Provide service support tools and technology
提供 service support tools and technology
Scheduling resources to provide service delivery to IT users. Ensure design, development, deployment, and operations are aligned with the business objectives.
Scheduling resources to provide service delivery to IT users. Ensure design, development, 部署, and operations are aligned with the business objectives.
Schedule service delivery resources
调度 service delivery resources
Maintaining and scheduling batch jobs to run in the background at a certain date and time.
Maintain/optimize batch job schedule
维护/optimize batch job schedule
Determine the timely change or release of IT services or support. Assign periodic release/change to IT systems or services.
Determine the timely 变更 or 发布 of IT services or support. Assign periodic 发布/变更 to IT systems or services.
Schedule change/release windows
调度 变更/发布 windows
Schedule or optimize backup and archive activities for IT services and solutions. Use a backup system or application and archive operations data for future retrieval.
调度 or optimize backup and archive activities for IT services and solutions. Use a backup system or application and archive operations data for future retrieval.
Schedule/optimize backup and archive activities
调度/optimize backup and archive activities
Balancing workloads of all the processes and services that are provisioned to their internal or external clients, across available components of IT infrastructure. No component should be over or under utilized with the workflow of the IT operations.
Balancing workloads of all the processes and services that are provisioned to their internal or external clients, across available components of IT 基础设施. No component should be over or under utilized with the 工作流 of the IT operations.
Balance operational workloads across available infrastructure components
平衡 operational workloads across available 基础设施 components
Determining process and procedure to provide support for specific IT service problems.
Determining process and procedure to provide support for specific IT service 问题s.
Determine specific problem support procedures
Determine specific 问题 support procedures
Creating a strategy for delivering IT services and solutions. Establish the sourcing strategy. Establish the delivery process procedures and tools. Examine and choose the most effective methodologies and tools.
Creating a 战略 for delivering IT services and solutions. 建立 the sourcing 战略. Establish the delivery process procedures and tools. Examine and choose the most effective methodologies and tools.
Develop IT service delivery strategy
开发 IT service delivery 战略
Assessing the goals and objectives of IT infrastructure and how it contributes to the overall business objectives.
Assessing the goals and objectives of IT 基础设施 and how it contributes to the overall business objectives.
Assess IT infrastructure business objectives
评估 IT 基础设施 business objectives
Determining existing IT infrastructure capabilities. Identify the gaps and needs in order to enhance the existing IT infrastructure to meet growth objectives.
Determining existing IT 基础设施 capabilities. 识别 the gaps and needs in order to enhance the existing IT 基础设施 to meet growth objectives.
Determine ongoing IT infrastructure capabilities
Determine ongoing IT 基础设施 capabilities
Identify the gaps and needs of existing IT infrastructure. Plan and develop strategies to upgrade/replace existing IT infrastructure.
识别 the gaps and needs of existing IT 基础设施. 规划 and develop strategies to upgrade/replace existing IT 基础设施.
Plan IT infrastructure change
规划 IT 基础设施 变更
Creating a plan associated with usage volumes of IT licenses. Develop a framework to govern the licensing of an IT services along with identified usage volumes. Determine the amount of investment in IT license usage volumes and how would the license volumes be financed.
Creating a plan associated with usage volumes of IT licenses. 开发 a framework to govern the licensing of an IT services along with identified usage volumes. Determine the amount of investment in IT license usage volumes and how would the license volumes be financed.
Plan and budget IT license usage volumes
规划 and budget IT license usage volumes
Evaluate criticality catered by the IT support and expectations to resolve raised or identified issues. Determine the usual requests received for IT support for each area of IT operations. Ensure resolution to every identified or reported issue within specified SLAs.
评估 criticality catered by the IT support and expectations to resolve raised or identified issues. Determine the usual requests received for IT support for each area of IT operations. Ensure resolution to every identified or reported issue within specified SLAs.
Understand IT support demand patterns
Defining methodology and frequency of assessment for measuring and monitoring performance of various processes and activities of IT service support against standard set goals.
Defining methodology and frequency of assessment for measuring and 监控 绩效 of various processes and activities of IT service support against standard set goals.
Monitor IT service support performance
监控 IT service support 绩效
Determining levels of required support resources along with their responsibilities, and capabilities to resolve IT issues. Evaluate and ensure that support resources are fulfilling their responsibilities n a timely manner.
Determining levels of required support resources along with their responsibilities, and capabilities to resolve IT issues. 评估 and ensure that support resources are 履约ing their responsibilities n a timely manner.
Determine required support resource levels, responsibilities, and capabilities
Create and maintain service support knowledge repository. Store, maintain, access, revise, and use knowledge for IT services. Review knowledge trends and implement knowledge transfer methodologies for competitive advantage.
创建 and maintain service support knowledge repository. Store, maintain, access, revise, and use knowledge for IT services. 审查 knowledge trends and implement knowledge transfer methodologies for competitive advantage.
Maintain service support knowledge repository
维护 service support knowledge repository
Maintaining and transfer of knowledge towards service support with the change/upgrade in technology over a stipulated period. Ensure IT staff is well trained and tested on the new learning of service support.
Maintaining and transfer of knowledge towards service support with the 变更/upgrade in technology over a stipulated period. Ensure IT staff is well trained and tested on the new learning of service support.
Maintain service support learning
维护 service support learning
Conveying service support needs within the organization, with the objective of providing required support services. Define processes and procedures needed to support users of IT services and solutions. Convey these procedures to appropriate governing authority.
Conveying service support needs within the organization, with the objective of providing required support services. 定义 processes and procedures needed to support users of IT services and solutions. Convey these procedures to appropriate governing authority.
Communicate service support needs
Determining mechanisms to report for a higher degree of decision making depending on the criticality of IT escalations. Define the processes and procedures needed to follow for IT escalation at different levels. Convey the mechanisms within the organization.
Determining mechanisms to report for a higher degree of decision making depending on the criticality of IT escalations. 定义 the processes and procedures needed to follow for IT escalation at different levels. Convey the mechanisms within the organization.
Define IT escalation mechanisms
定义 IT escalation mechanisms
Managing resources required for administration of IT service support. Establish sources that will make use of e-mail, live support software online, or a tool where users can log a call or incident in order to retrieve IT support.
Managing resources required for administration of IT service support. 建立 sources that will make use of e-mail, live support software online, or a tool where users can log a call or 事件 in order to retrieve IT support.
Manage IT service support resources
管理 IT service support resources
Developing a strategy that will make use of multiple resources to coordinate with external support providers in order to make the support services work more smoother.
Developing a 战略 that will make use of multiple resources to coordinate with external support providers in order to make the support services work more smoother.
Coordinate with external support providers
协调 with external support providers
Sorting the incidents of IT service delivery in certain order so that the services could be delivered based on the criticality.
Sorting the 事件s of IT service delivery in certain order so that the services could be delivered based on the criticality.
Triage IT service delivery incidents
Triage IT service delivery 事件s
Operating and defining methodology of assessment for measuring and monitoring performance of online systems against its expected result.
Operating and defining methodology of assessment for measuring and 监控 绩效 of online systems against its expected result.
Operate and monitor online systems
Operate and monitor the application of scheduling batch jobs to be run in the background at a certain date and time.
Run and monitor batch job schedule
Analyze and manage workload needs in relation to service delivery. Plan resources and mechanism around those workload needs so that services could be delivered smoothly.
分析 and manage workload needs in relation to service delivery. 规划 resources and mechanism around those workload needs so that services could be delivered smoothly.
Manage service delivery workloads
管理 service delivery workloads
Managing the performance and capacity of infrastructure by using key performance indicators to routinely track the performance and capacity levels. Review performance. Evaluate the efficiency and effectiveness of the infrastructure.
Managing the 绩效 and 容量 of 基础设施 by using key 绩效 indicators to routinely track the 绩效 and 容量 levels. 审查 绩效. 评估 the efficiency and effectiveness of the 基础设施.
Manage infrastructure performance and capacity
管理 基础设施 绩效 and 容量
Addressing to an issue in operational activities within the IT function, that occur outside of normal routine or preventative maintenance.
Respond to unplanned operational issues
Identify and introduce resources to display output in a viewable form to key decision makers and evaluators.
识别 and introduce resources to display output in a viewable form to key decision makers and evaluators.
Produce and distribute output media
Identifying, examining, and recognizing any flaw or breach in security of IT infrastructure. Ensure that protocols and guidelines for individual IT components are being followed and there is no misuse of information and breach of individual or organizational privacy.
Identifying, examining, and recognizing any flaw or breach in 安全 of IT 基础设施. Ensure that protocols and guidelines for individual IT components are being followed and there is no misuse of information and breach of individual or organizational privacy.
Monitor IT infrastructure security
监控 IT 基础设施 安全
Managing resources of IT infrastructure and their recovery capacity. Manage storage, computer hardware, software, and infrastructure resources that can be stored as inventory or provided by the organization as needed. Managing backup/recovery for IT services and solutions. Use a backup system or application.
Managing resources of IT 基础设施 and their recovery 容量. 管理 storage, computer hardware, software, and 基础设施 resources that can be stored as inventory or provided by the organization as needed. Managing backup/recovery for IT services and solutions. Use a backup system or application.
Manage IT infrastructure/data recovery
管理 IT 基础设施/data recovery
Identifying and tracking individual configuration items, documenting functional capabilities and interdependencies of IT infrastructure. Determining the gaps and needs in order to enhance existing infrastructure configuration.
Identifying and tracking individual 配置 items, documenting functional capabilities and interdependencies of IT 基础设施. Determining the gaps and needs in order to enhance existing 基础设施 配置.
Manage infrastructure configuration
管理 基础设施 配置
Evaluating and maintaining all aspects of infrastructure component maintenance. Ensure that all components of an IT infrastructure are functioning properly as per the expectation. Maintenance includes all preventative, routine, and corrective measures.
Evaluating and maintaining all aspects of 基础设施 component maintenance. Ensure that all components of an IT 基础设施 are functioning properly as per the expectation. Maintenance includes all preventative, routine, and corrective measures.
Perform infrastructure component maintenance
Perform 基础设施 component maintenance
Installing/configuring/upgrading all the components required for operational activities within IT infrastructure. Ensure that all components of an IT infrastructure are functioning properly and updated to latest version/technology.
Installing/configuring/upgrading all the components required for operational activities within IT 基础设施. Ensure that all components of an IT 基础设施 are functioning properly and updated to latest version/technology.
Install/configure/upgrade infrastructure components
Install/configure/upgrade 基础设施 components
Maintaining the complete list of IT items or resources available with the organization with the details on date of purchase, licenses, deployment and SLAs.
Maintaining the complete list of IT items or resources available with the organization with the details on date of purchase, licenses, 部署 and SLAs.
Maintain IT asset records
维护 IT asset records
Administering and overseeing the terms and policies associated with licensing the IT intellectual property. Create and manage the policies and terms governing the possible granting of a license to any external agent. Demarcate a clear framework that governs the licensing of any patents or copyrights held by the organization.
Administering and overseeing the terms and policies associated with licensing the IT intellectual property. 创建 and manage the policies and terms governing the possible granting of a license to any external agent. Demarcate a clear framework that governs the licensing of any patents or copyrights held by the organization.
Administer IT licenses/user agreements
Providing all the infrastructure services and capabilities required for operational activities within the IT function supporting overall business objectives.
Providing all the 基础设施 services and capabilities required for operational activities within the IT function supporting overall business objectives.
Provide IT infrastructure service and capabilities
提供 IT 基础设施 service and capabilities
Evaluate and assign IT issues/requests accordingly to allow for the correct routing of IT issues to the relevant support teams.
评估 and assign IT issues/requests accordingly to allow for the correct routing of IT issues to the relevant support teams.
Triage IT issues/requests
Providing the necessary skills and competencies required to efficiently provide IT resolution through the support structure.
Provide IT resolution capabilities
提供 IT resolution capabilities
Creating an effective plan and structure to address and resolve requests of IT users. Determine, record, and monitor user requests. Obtain information about the effectiveness and performance of the user request handling process from the IT users through various means.
Creating an effective plan and structure to address and resolve requests of IT users. Determine, record, and monitor user requests. Obtain information about the effectiveness and 绩效 of the user request handling process from the IT users through various means.
Manage IT user requests
管理 IT user requests
Follow processes and procedures to escalate IT requests to required levels for resolution or effective decision making when necessary.
Escalate IT requests
Creating a structure to resolve issues/requests of IT services using different mechanisms.
Resolve IT issues/requests
解决 IT issues/requests
Successfully implement preventive measures to manage IT risk of exposure to internal and external threats. Integrating the disciplines of Emergency Response, Crisis Management, Disaster Recovery (technology continuity) and Business Continuity for IT.
Successfully implement preventive measures to manage IT 风险 of exposure to internal and external threats. Integrating the disciplines of Emergency Response, Crisis Management, Disaster Recovery (technology continuity) and Business Continuity for IT.
Execute IT continuity and recovery action
执行 IT continuity and recovery action
Activity within ITIL practice 'Service Level Management'.
Activity within ITIL practice '服务水平 Management'.
Define service level agreements
定义 服务水平 agreements
Monitor service levels
监控 服务水平s
Report on service performance
报告 on service 绩效
Review and improve SLAs
审查 and improve SLAs
Activity within ITIL practice 'IT Asset Management'.
Track IT asset lifecycle
跟踪 IT asset lifecycle
Manage software licenses
管理 software licenses
Optimize asset utilization
优化 asset utilization
ITIL:V5:Infrastructure and Platform Management
Activity within ITIL practice 'Infrastructure and Platform Management'.
Activity within ITIL practice '基础设施 and Platform Management'.
Manage cloud infrastructure
管理 cloud 基础设施
Manage on-premises platforms
管理 on-premises platforms
Optimize infrastructure costs
优化 基础设施 costs
Ensuring the effective allocation, utilization, and sustainability of financial assets. Activities include analyzing internal and external financial drivers; identifying long-term funding needs; evaluating investment, capital, and liquidity requirements; and defining guiding financial principles that support enterprise objectives.
Ensuring the effective allocation, utilization, and 可持续发展 of financial 资产. Activities include analyzing internal and external financial drivers; identifying long-term funding needs; evaluating investment, capital, and liquidity requirements; and defining guiding financial principles that support enterprise objectives.
Develop and manage financial resources strategy
开发 and manage 财务资源 战略
Formulating financial budgetary guidelines and strategies. Develop a framework for rules and regulations regarding budgets. Create a step-by-step process to achieve financial goals.
Formulating financial budgetary guidelines and strategies. 开发 a framework for rules and regulations regarding budgets. 创建 a step-by-step process to achieve financial goals.
Develop and maintain budget policies and procedures
开发 and maintain budget policies and procedures
Creating reports on a quarterly or annual basis for fund allocation. Create a financial statement that estimates revenues and expenses over a specific period of time. (Leverage budget methods such as cost-based and zero-based budgeting techniques, in light of the periodic targets outlined during Develop and maintain budget policies and procedures [10771].)
Creating reports on a quarterly or annual basis for fund allocation. 创建 a financial statement that estimates revenues and expenses over a specific period of time. (Leverage budget methods such as cost-based and zero-based budgeting techniques, in light of the periodic targets outlined during 开发 and maintain budget policies and procedures [10771].)
Prepare periodic budgets and plans
准备 periodic budgets and plans
Putting budgeting plans into practical use keeping within designated forecasting parameters.
Operationalize and implement plans to achieve budget
Creating estimates of the projected income and expenses required over a predetermined time frame. Develop the projections of profit and loss statements, balance sheets, and the cash flow forecast.
Creating estimates of the projected income and expenses required over a predetermined time frame. 开发 the projections of profit and loss statements, balance sheets, and the cash flow forecast.
Prepare periodic financial forecasts
准备 periodic financial forecasts
Conducting a quantitative analysis between what was forecasted and budgeted and actual financial behavior.
Perform variance analysis against forecasts and budgets
Conducting accounting for assets, and finding reasons for changes (depreciation, obsolescence, deterioration, change in customer taste, increased demand, decreased market supply, etc.).
Conducting accounting for 资产, and finding reasons for 变更s (depreciation, obsolescence, deterioration, 变更 in customer taste, increased demand, decreased market supply, etc.).
Perform inventory accounting
Determining the revenue, profits, and losses incurred by each unit within the organization that produces profit.
Perform profit center accounting
Studying expenses directly associated with product. Analyze the cost of sales, which is the cost of manufacturing products.
Studying expenses directly associated with product. 分析 the cost of sales, which is the cost of manufacturing products.
Perform cost of sales analysis
Studying and finding out the relevant cost center for a product by studying every resource used in its making.
Perform product costing
Discovering the changes between forecasted and actual costing. Analyze actual and planned behavior by reviewing the amount of a variance on a trend line in order to maintain control over a business.
Discovering the 变更s between forecasted and actual costing. 分析 actual and planned behavior by reviewing the amount of a variance on a trend line in order to maintain control over a business.
Perform variance analysis
Making a report about revenues generated by the organization or business unit concerned. This process requires the organization to create a report which shows how business is generating profits. Profits are the part which is left after paying all expenses directly related to the generation of the revenue, such as producing a product, and other expenses related to conducting business activities.
Report on profitability
报告 on profitability
Defining cost drivers for a particular activity.
Determine key cost drivers
Calculating cost drivers.
Measure cost drivers
Determine the activities that hinder the progress of finance activities. This requires the organization to determine those business activities carried out by the financial function of the organization and which are indispensable. This undertaking helps the organization triangulate those activities which are essential and where costs cannot be slashed.
Determine critical activities
Distributing or allocating asset resources in different processes for optimal utilization.
Manage asset resource deployment and utilization
管理 asset resource 部署 and utilization
Studying product demand and targeted customer preferences. Study customers' demands or preferences after deducting the cost of delivering the final product.
Assess customer and product profitability
评估 customer and product profitability
Checking demand about a specific product by a customer segment. Conduct a detailed study--or research a customer behavior or preference for a product--in order to determine its production and profitability in a specific market.
Checking demand about a specific product by a customer segment. 开展 a detailed study--or research a customer behavior or preference for a product--in order to determine its production and profitability in a specific market.
Evaluate new products
评估 new products
Determining the cost of delivering an end product at different stages of production. Study the total life cycle of a product/process to determine how much revenue and production cost will be incurred at every stage in order to make strategic decisions.
Perform life cycle costing
Creating the best fit between a product and the end user. Maximize the customer base by providing different products in the market.
Optimize customer and product mix
优化 customer and product mix
Observing the behavior of a new set of customers for different products. Prepare strategies to improve sales and profits.
Observing the behavior of a new set of customers for different products. 准备 strategies to improve sales and profits.
Track performance of new-customer and product strategies
跟踪 绩效 of new-customer and product strategies
Evaluating performance based on different sets of activities created by management to measure performance.
Evaluating 绩效 based on different sets of activities created by management to measure 绩效.
Prepare activity-based performance measures
准备 activity-based 绩效 measures
Conducting activities to improve cost distribution regularly. Follow or adopt different ways of reducing costs.
Manage continuous cost improvement
管理 continuous cost improvement
Forecasting and monitoring changes in foreign currency value or interest rates around the world that play an important role in the organization.
Forecasting and 监控 变更s in foreign currency value or interest rates around the world that play an important role in the organization.
Monitor international rates
监控 international rates
Managing any transfer of funds in the course of conducting cross-border trades or investments, including conversion across currencies. Find the most suitable alternative for making payments, while saving taxes and avoiding any unwarranted regulation, with the objective of protecting capital.
Manage transactions
管理 transactions
Assessing exposure to potential financial losses as a result of changes in the value of currencies. Forecast the impact of movements in foreign currency values. Enter into financial transactions designed to offset or limit potential exposure to loss.
Assessing exposure to potential financial losses as a result of 变更s in the value of currencies. 预测 the impact of movements in foreign currency values. Enter into financial transactions designed to offset or limit potential exposure to loss.
Monitor currency exposure/hedge currency
监控 currency exposure/hedge currency
Documenting and reporting accounting entries to formally report financial gains or losses experienced as a result of foreign exchange activity.
Documenting and reporting accounting entries to formally report financial gains or losses experienced as a result of foreign ex变更 activity.
Report results
报告 results
Evaluating the approved list of parties for engaging in international trade in order to ensure the safety of the organization's business transactions. Examine agents that have been granted legal rights to engage in global trade and their credentials.
Evaluating the approved list of parties for engaging in international trade in order to ensure the 安全 of the organization's business transactions. Examine agents that have been granted legal rights to engage in global trade and their credentials.
Screen sanctioned party list
Creating a document assuring that a seller will receive payment when certain delivery conditions are met. (If the buyer is unable to make payment on the purchase, a bank covers the outstanding amount.)
Prepare letter of credit
准备 letter of credit
Overseeing and directing the flow of trade to/from the organization in order to ensure financial gains.
Control exports and imports
控制 exports and imports
Systematically categorizing products/services for their suitability to international trade. Create classes and categories for demarcating the types of products suitable for international trade. Study requisite national and international standards and the adherence of the organization's portfolio of offerings to these.
Systematically categorizing products/services for their suitability to international trade. 创建 classes and categories for demarcating the types of products suitable for international trade. Study requisite national and international standards and the adherence of the organization's portfolio of offerings to these.
Classify products
Identifying current exchange rates between two currencies and converting the foreign currency to that of the local monetary unit. I.E., yen to US dollar.
Identifying current ex变更 rates between two currencies and converting the foreign currency to that of the local monetary unit. I.E., yen to US dollar.
Perform currency conversion
Computing the excise duty to be paid during international trade.
Calculate duty
Communicating with the customs department to ensure fluid compliance. Share pertinent information mandated by law with the government agency that controls and collects the duties levied for the international exchange of products/services.
Communicating with the customs department to ensure fluid 合规. Share pertinent information mandated by law with the government agency that controls and collects the duties levied for the international ex变更 of products/services.
Communicate with customs
Documenting and recording the trade processes while making transactions, noting the description, quality, number, transportation medium, indemnity, and inspection.
Documenting and recording the trade processes while making transactions, noting the description, 质量, number, transportation medium, indemnity, and inspection.
Document trade
Preparing global trade under preference, which allows the organization to import/export products at a lower or nil rate of customs duty and/or levy charge.
Process trade preferences
处理 trade preferences
Administering and overseeing all restitution activities the organization may be subjected to. Manage compliance with apposite legal frameworks. Make any restitution that may be required by law; comply with authorities over any fines or non-financial measures imposed.
Administering and overseeing all restitution activities the organization may be subjected to. 管理 合规 with apposite legal frameworks. Make any restitution that may be required by law; comply with authorities over any fines or non-financial measures imposed.
Handle restitution
Creating guidelines for providing advances. Set up credit standards, credit terms, and collection policies.
Establish credit policies
建立 credit policies
Checking and accepting new requests based on eligibility criteria. Analyze the status of applicants and requirements to be met for a new account.
Checking and accepting new requests based on eligibility criteria. 分析 the status of applicants and requirements to be met for a new account.
Analyze/Approve new account applications
分析/Approve new account applications
Reviewing past credit scores to determine the if a line of credit will be extended to potential customers. This could also include extending additional credit to existing accounts.
Analyze credit scoring history
分析 credit scoring history
Planning credit score requirements based on established credit policies.
Forecast credit scoring requirement
预测 credit scoring requirement
Evaluating existing account holders and their past performance. Regularly review existing accounts to get the required information about the status at present.
Evaluating existing account holders and their past 绩效. Regularly review existing accounts to get the required information about the status at present.
Review existing accounts
审查 existing accounts
Preparing account payable reports about payments to be made according to accounting rules and principles, and providing the reports to management.
Produce credit/collection reports
Closing or restarting accounts according to changes made in credit policies.
Closing or restarting accounts according to 变更s made in credit policies.
Reinstate or suspend accounts based on credit policies
Creating and updating a record of customers and the products being purchased by them in a database. This process element requires the organization to maintain a database of customers and their purchases. Such a master-file can be used to ensure customer touch point, enhance customer satisfaction, explore cross selling opportunities, and identify future trends. This database will include several particulars about the personal details of the organization's customers and a tracking of the products being sold.
Maintain customer/product master files
维护 customer/product master files
Preparing detailed reports about products purchased by customers. Record and generate a detail account of transactions made by customers fat a particular time and location. Include all details about products such as price, quantity, and name.
Generate customer billing data
Providing information to customers about purchases made by them. Communicate the details of purchases. Provide customers with a copy of details for their reference.
Providing information to customers about purchases made by them. Communicate the details of purchases. 提供 customers with a copy of details for their reference.
Transmit billing data to customers
Registering transactions and their scheduled payments.
Post receivable entries
Checking and solving billing queries raised by customers.
Resolve customer billing inquiries
解决 customer billing inquiries
Creating rules and regulations to be followed in case of credit sales to customers. Create rules and procedures to follow at the time of sale (e.g., the allowable number of installments).
Creating rules and regulations to be followed in case of credit sales to customers. 创建 rules and procedures to follow at the time of sale (e.g., the allowable number of installments).
Establish AR policies
建立 AR policies
Collecting cash from customers. Deposit it into bank account. Make entries into the books of accounts.
Receive/Deposit customer payments
接收/Deposit customer payments
Checking and moving funds between countries for business activities, typically through authorized remittance agents.
Apply cash remittances
Preparing reports that detail balances due or what to collect from customers at a certain point in time.
Prepare AR reports
准备 AR reports
Preparing the general ledger for account receivables from journals. Place all journal entries related to accounts receivables in the general ledger accounts of a business.
Post AR activity to the general ledger
Creating a process to follow in case of a failed payment by account holders. Create rules and regulations for the account holder who has failed to make at least the minimum monthly payment by the due date.
Creating a process to follow in case of a failed payment by account holders. 创建 rules and regulations for the account holder who has failed to make at least the minimum monthly payment by the due date.
Establish policies for delinquent accounts
建立 policies for delinquent accounts
Examining balance statements of accountholders who failed to make required payments. Study or review the account details of customers' past payments when preparing negotiations policies.
Analyze delinquent account balances
分析 delinquent account balances
Determine ways for customers in default to repay debts (e.g., allowing more time or discounts).
Correspond/Negotiate with delinquent accounts
Determining rules for handling accounts. Discuss and plan with internal parties (department heads, managers, and senior management) about rules to follow in coming months.
Discuss account resolution with internal parties
Maintaining reserves for write-offs and adjustments. Adjust or write off certain expenses and losses.
Process adjustments/write off balances
处理 adjustments/write off balances
Renegotiating the terms of a loan agreement in order to recoup money from a default account.
Perform recovery workout
Managing accounts that have not met the requirements agreed upon to pay off outstanding debts.
Manage default accounts
管理 default accounts
Creating guidelines to follow in case of adjustments to business processes.
Establish policies/procedures for adjustments
建立 policies/procedures for adjustments
Checking changes made in accounts during the year. Examine the alterations made in final accounts to rectify errors/omissions.
Checking 变更s made in accounts during the year. Examine the alterations made in final accounts to rectify errors/omissions.
Analyze adjustments
分析 adjustments
Providing suitable offers to customers. Present different offers (e.g., discounts) available for customers or buyers.
Correspond/Negotiate with customer
Discussing and planning with internal parties (department heads, managers, and senior management) about rules to follow in coming months.
Discuss resolution with internal parties
Creating a mechanism for consumer protection in case of a higher price charged. When a supplier sells a product at a higher price to the distributor than the price they have set with the end user, submit a chargeback to the supplier to recover the money lost in the transaction.
Prepare chargeback invoices
准备 chargeback invoices
Recording business transactions as they occur in order to provide a balanced accounts for financial reporting.
Process related entries
处理 related entries
AI-era activity: AI-Powered Fraud Detection.
AI-Powered Fraud Detection
Agreeing upon terms and conditions. Negotiate an agreement between two or more parties, the customer and service providers. Specify scope, quality, and responsibilities.
Agreeing upon terms and conditions. Negotiate an agreement between two or more parties, the customer and service providers. Specify scope, 质量, and responsibilities.
Negotiate service-level agreements
Establishing policies and procedures to prepare financial statements, including methods, measurement systems, and procedures for providing disclosures.
Establish accounting policies
建立 accounting policies
Creating a written copy of agreed-upon procedures for preparing financial statements, and making them available to the public.
Publish accounting policies
发布 accounting policies
Implementing parameters for accounting. Apply set conditions for any approval process.
Set and enforce approval limits
Establishing processes and procedures to exercise financial control and accountability. Record, verify, and report transactions that affect revenues, expenditures, assets, and liabilities.
Establishing processes and procedures to exercise financial control and accountability. Record, verify, and report transactions that affect revenues, expenditures, 资产, and liabilities.
Establish common financial systems
建立 common financial systems
Preparing trial balance account from general ledgers. List all accounts used in the general ledger. Alter accounts according to business requirements.
Maintain chart of accounts
维护 chart of accounts
Making ledger and trial balance accounts from journal entries. This process requires the organization to record every transaction into accounts done by business. It is a base documents for preparing final accounts of company.
Process journal entries
处理 journal entries
Allocating funds across functions. Apportion funds in line with the budgets created. Formalize allocations in centralized internal records.
Process allocations
处理 allocations
Updating journal entries to adjust the balance of income and expenses at the end of an accounting period.
Process period end adjustments
处理 period end adjustments
Checking accounts separately for a parent and subsidiary company. Manage relationship between a parent company and subsidiaries. Document intercompany transactions in separate financial statements.
Checking accounts separately for a parent and subsidiary company. 管理 relationship between a parent company and subsidiaries. Document intercompany transactions in separate financial statements.
Post and reconcile intercompany transactions
Reviewing general ledger accounts for a parent and subsidiaries companies. Validate the integrity of account balances on the company's general ledger of accounts. Review and compare general ledger accounts balances with source documents to ensure that balances match.
Reviewing general ledger accounts for a parent and subsidiaries companies. 验证 the integrity of account balances on the company's general ledger of accounts. 审查 and compare general ledger accounts balances with source documents to ensure that balances match.
Reconcile general ledger accounts
Aggregating different processes in the business. Eliminate discontinued processes.
Perform consolidations and process eliminations
Balancing debit and credit balances of trial balance to preparing final accounts. Calculate the total debits and credits in company's accounts. Correspond the sum of all debits with the sum of all credits. Adjust entries as appropriate.
Prepare trial balance
准备 trial balance
Accounting for changes due to country-level policy changes. Record adjustments made by management in the accounts.
Accounting for 变更s due to country-level policy 变更s. Record adjustments made by management in the accounts.
Prepare and post management adjustments
准备 and post management adjustments
Creating rules for fixed assets market valuation. Make rules and regulations for fixed assets regarding depreciation, provisions, resale, usage, etc.
Creating rules for fixed 资产 market valuation. Make rules and regulations for fixed 资产 regarding depreciation, provisions, resale, usage, etc.
Establish fixed-asset policies and procedures
建立 fixed-asset policies and procedures
Keeping reports up-to-date regarding fixed assets. Create a fixed assets database detailing price, life cycle, depreciation rate, resale value, installation information, usage information, etc.
Keeping reports up-to-date regarding fixed 资产. 创建 a fixed 资产 database detailing price, life cycle, depreciation rate, resale value, installation information, usage information, etc.
Maintain fixed-asset master data files
维护 fixed-asset master data files
Keeping a summary of sales and purchases of assets. Record any expenses made for new assets purchased and sales of any old assets during the fiscal year.
Keeping a summary of sales and purchases of 资产. Record any expenses made for new 资产 purchased and sales of any old 资产 during the fiscal year.
Process and record fixed-asset additions and retires
处理 and record fixed-asset additions and retires
Keeping a summary of expenses for installing and modifying assets. Record any expenses made for new assets purchased, any expenses incurred on improvements, the valuation of assets to reach current market price, and any transfer assets from one location to another during the fiscal year.
Keeping a summary of expenses for installing and modifying 资产. Record any expenses made for new 资产 purchased, any expenses incurred on improvements, the valuation of 资产 to reach current market price, and any transfer 资产 from one location to another during the fiscal year.
Process and record fixed-asset adjustments, enhancements, revaluations, and transfers
处理 and record fixed-asset adjustments, enhancements, revaluations, and transfers
Maintaining a record of expenses necessitated for repairs and the preservation of assets. Administer and oversee the maintenance and repair of any fixed assets. Record all related transactions.
Maintaining a record of expenses necessitated for repairs and the preservation of 资产. Administer and oversee the maintenance and repair of any fixed 资产. Record all related transactions.
Process and record fixed-asset maintenance and repair expenses
处理 and record fixed-asset maintenance and repair expenses
Carrying out accounting for depreciation over fixed assets. Compute the sums necessitated. Maintain a record of the cost value of fixed assets over their useful life in the book of accounts.
Carrying out accounting for depreciation over fixed 资产. Compute the sums necessitated. 维护 a record of the cost value of fixed 资产 over their useful life in the book of accounts.
Calculate and record depreciation expense
Balancing the ledger account balance for fixed assets. Correct errors in the books of fixed assets. Provide correct information in relevant accounts.
Balancing the ledger account balance for fixed 资产. Correct errors in the books of fixed 资产. 提供 correct information in relevant accounts.
Reconcile fixed-asset ledger
Checking and updating the record of all raw materials and fixed assets. Track all fixes asset. Maintain a record of all inventory items.
Checking and updating the record of all raw materials and fixed 资产. 跟踪 all fixes asset. 维护 a record of all inventory items.
Track fixed-assets including physical inventory
跟踪 fixed-资产 including physical inventory
Showing market value and related expenses on fixed assets data for taxation. Provide complete information recorded in the books of fixed assets about purchase price, depreciation, installation charges, resale market value etc. for tax and regulatory purposes.
Showing market value and related expenses on fixed 资产 data for taxation. 提供 complete information recorded in the books of fixed 资产 about purchase price, depreciation, installation charges, resale market value etc. for tax and regulatory purposes.
Provide fixed-asset data to support tax, statutory, and regulatory reporting
提供 fixed-asset data to support tax, statutory, and regulatory reporting
Making reports of subsidiaries units to show profits generated from them. Prepare financial statements (balance sheets, income statements, cash flow statements and statements of shareholders' equity) for a single unit of a business.
Making reports of subsidiaries units to show profits generated from them. 准备 financial statements (balance sheets, income statements, cash flow statements and statements of shareholders' equity) for a single unit of a business.
Prepare business unit financial statements
准备 business unit financial statements
Making final accounts for all units of company together. Prepare combined financial statements of a parent company and its subsidiaries (i.e., separate legal entities controlled by a parent company) showing assets, liabilities, equity, income, expenses, and cash flows.
Making final accounts for all units of company together. 准备 combined financial statements of a parent company and its subsidiaries (i.e., separate legal entities controlled by a parent company) showing 资产, liabilities, equity, income, expenses, and cash flows.
Prepare consolidated financial statements
准备 consolidated financial statements
Making reports for units/subsidiaries to help management in decision making. Prepare financial statements (balance sheets, income statements, cash flow statements, and statements of shareholders' equity) for a single unit of a business. Break down profits and losses by function/unit, clients, products, and region.
Making reports for units/subsidiaries to help management in decision making. 准备 financial statements (balance sheets, income statements, cash flow statements, and statements of shareholders' equity) for a single unit of a business. Break down profits and losses by function/unit, clients, products, and region.
Perform business unit reporting/review management reports
Making reports for all units to help higher management in decision making. Prepare combined financial statements of a parent company and its all subsidiaries (separate legal entities controlled by a parent company) showing assets, liabilities, equity, income, expenses and cash flows, and also going through periodic reports which shows the actual and estimated costs and their variances.
Making reports for all units to help higher management in decision making. 准备 combined financial statements of a parent company and its all subsidiaries (separate legal entities controlled by a parent company) showing 资产, liabilities, equity, income, expenses and cash flows, and also going through periodic reports which shows the actual and estimated costs and their variances.
Perform consolidated reporting/review of cost management reports
Preparing a draft of financial statements for the board to review before they are sent to the auditor.
Prepare statements for board review
准备 statements for board review
Making and presenting financial reports to stakeholders. Create annual and quarterly financial statements for reporting purposes. Prepare shareholder reports with details of the profit-and-loss account, balance sheet, and past year's business activities.
Making and presenting financial reports to stakeholders. 创建 annual and quarterly financial statements for reporting purposes. 准备 shareholder reports with details of the profit-and-loss account, balance sheet, and past year's business activities.
Produce quarterly/annual filings and shareholder reports
Reporting raw or summary data for final accounts following rules and regulations.
Produce regulatory reports
Carrying out activities associated with legal and management consolidation. Legal consolidation can include currency conversion, balance carry forward, and consolidation of journal entries. Management consolidation can include reporting on financials on a reporting cycle basis to gauge the performance of the organization.
Carrying out activities associated with legal and management consolidation. Legal consolidation can include currency conversion, balance carry forward, and consolidation of journal entries. Management consolidation can include reporting on financials on a reporting cycle basis to gauge the 绩效 of the organization.
Perform legal and management consolidation
AI-era activity: AI-Driven Financial Forecasting.
AI-Driven Financial Forecasting
Creating procedures and policies to follow for investing in capital projects. Create rules and regulations regarding large investment plans, which require in-depth forecasting for expenditure and revenue.
Creating procedures and policies to follow for investing in capital projects. 创建 rules and regulations regarding large investment plans, which require in-depth forecasting for expenditure and revenue.
Develop capital investment policies and procedures
开发 capital investment policies and procedures
Creating budgets, and soliciting approvals for capital projects. Prepare budgets for projects that require heavy investments. Secure approvals from management.
Creating budgets, and soliciting approvals for capital projects. 准备 budgets for projects that require heavy investments. Secure approvals from management.
Develop and approve capital expenditure plans and budgets
开发 and approve capital expenditure plans and budgets
Evaluating and supporting capital investments in projects and fixed assets. Confirm details of capital projects. Secure approvals from managements for large investments.
Evaluating and supporting capital investments in projects and fixed 资产. Confirm details of capital projects. Secure approvals from managements for large investments.
Review and approve capital projects and fixed-asset acquisitions
审查 and approve capital projects and fixed-asset acquisitions
Reviewing all project business cases in order to substantiate projected financial gains. Validate any project's business case. Juxtapose the benefits derived from moving a project forward against the associated costs.
Reviewing all project business cases in order to substantiate projected financial gains. 验证 any project's business case. Juxtapose the benefits derived from moving a project forward against the associated costs.
Conduct financial justification for project approval
开展 financial justification for project approval
Giving reference codes for every project.
Create project account codes
创建 project account codes
Noting every transaction during a project in a common financial database. Document all transactions associated with any project. Maintain a centralized repository of all such financial data.
Noting every transaction during a project in a common financial database. Document all transactions associated with any project. 维护 a centralized repository of all such financial data.
Record project-related transactions
Evaluating project progress and funds invested. Observe and track significant funds invested on any long-term project. Compare to budget.
Monitor and track capital projects and budget spending
监控 and track capital projects and budget spending
Checking for returns generated from projects for decision making. Evaluate capital projects that require heavy investments. Decide whether to proceed based on the revenues generated.
Checking for returns generated from projects for decision making. 评估 capital projects that require heavy investments. Decide whether to proceed based on the revenues generated.
Close/Capitalize projects
关闭/Capitalize projects
Comparing a finished project's profitability with forecasted returns. Scrutinize revenues generated by completed projects that required heavy investments. Determine profitability.
Measure financial returns on completed capital projects
Developing policies and procedures for the HR function to calculate compensation.
Establish policies and procedures
建立 policies and procedures
Tracking billing hours of each employee on daily basis.
Collect and record employee time worked
收集 and record employee time worked
Tracking leaves allowed and taken by employees.
Analyze and report paid and unpaid leave
分析 and report paid and unpaid leave
Observing the number of hours worked by an employees on daily basis. Track the number of hours worked by an employee, as well as the number of hours worked beyond normal working hour's according to company standards.
Observing the number of hours worked by an employees on daily basis. 跟踪 the number of hours worked by an employee, as well as the number of hours worked beyond normal working hour's according to company standards.
Monitor regular, overtime, and other hours
监控 regular, overtime, and other hours
Monitoring the number of productive hours for employees.
监控 the number of productive hours for employees.
Analyze and report employee utilization
分析 and report employee utilization
Tracking the number of hours worked for the payroll system. Register the number of hours worked by an employee into the payroll system for the purpose of calculating salaries or wages.
Enter employee time worked into payroll system
Tracking and oversee salary breakups of employees. This process requires the organization to manage and update information pertaining to the structure of every employee's salary. This would involve the updating any changes to the salary structures of the employees, in a central repository which can be accessed by pertinent departments.
Tracking and oversee salary breakups of employees. This process requires the organization to manage and update information pertaining to the structure of every employee's salary. This would involve the updating any 变更s to the salary structures of the employees, in a central repository which can be accessed by pertinent departments.
Maintain and administer employee earnings information
维护 and administer employee earnings information
Processing salary deductions for tax purposes. Keep and manage the details of every employee's salary deductions based on their expenses and investments during the year.
Maintain and administer applicable deductions
维护 and administer applicable deductions
Tracking changes in the salary structure of employees for tax deductions.
Tracking 变更s in the salary structure of employees for tax deductions.
Monitor changes in tax status of employees
监控 变更s in tax status of employees
Processing and distributing salaries to all employees. Execute the payroll management function through the dispensation of employee salaries. Leverage a centralized database of all payroll expenses.
Processing and distributing salaries to all employees. 执行 the payroll management function through the dispensation of employee salaries. Leverage a centralized database of all payroll expenses.
Process and distribute payments
处理 and distribute payments
Handling incorrect/omitted salary payments.
Process and distribute manual checks
处理 and distribute manual checks
Adjusting salary deductions for tax purposes at the end of the year.
Process period-end adjustments
处理 period-end adjustments
Addressing salary-related queries raised by employees.
Respond to employee payroll inquiries
Devising a method to minimize payroll tax liability by means of allowances, deductions, exclusions or exemptions.
Develop tax plan
开发 tax plan
Overseeing maintaining the reduction of payroll taxes [14075].
Manage tax plan
管理 tax plan
Paying tax according to appropriate deductions made from salaries. Calculate and pay the tax liabilities according to the salaries and tax regulations of employees with the help of certified chartered accountants.
Calculate and pay applicable payroll taxes
Providing tax deductions statements created by certified chartered accountants to every employee for their reference or refunds.
Produce and distribute employee annual tax statements
Filling taxes, and highlighting different sources of income and expenditures made.
File regulatory payroll tax forms
Matching records of bills to be paid with accounts. Check accounts payable entries with vendor's account for every payment made.
Verify AP pay file with purchase order vendor master file
验证 AP pay file with purchase order vendor master file
Keeping bills of every transaction for future reference.
Retain records
Rectifying for alterations occurred in accounts while recording.
Adjust accounting records
Tracking all online transactions.
Maintain/Manage electronic commerce
维护/管理 electronic commerce
Monitoring and evaluating bills registered in accounts books. Check all invoices. Maintain records.
监控 and evaluating bills registered in accounts books. Check all invoices. 维护 records.
Audit invoices and key data in AP system
审计 invoices and key data in AP system
Processing payments for products/services.
Approve payments
Handling transactions for accruals and reversals. Record transactions in the books of accounts on an accrual basis (irrespective of the actual cash flow) and reversals basis (cancel out the adjusting entries) for balancing accounts.
Process financial accruals and reversals
处理 financial accruals and reversals
Filing the amount of taxes that a company owes as of the balance sheet date. Prepare tax returns, including the income tax filing for an individual or business entity from earnings.
Filing the amount of taxes that a company owes as of the balance sheet date. 准备 tax returns, including the income tax filing for an individual or business entity from earnings.
Process payables taxes
处理 payables taxes
Resolving any atypical or inconsistent situation concerning payments to be made by the organization. Address any exceptional case of accounts payable on an ad hoc basis, by seeking counsel or carrying out any necessary research.
Research/Resolve payable exceptions
Research/解决 payable exceptions
Making payments for products/services on due dates (payment cycle) decided by parties involved.
Process payments
处理 payments
Clarifying or address queries relating to the particulars of AP such as date, discounts, amount, and installments. Coordinate with concerned parties about the fulfillment of bills payable.
Clarifying or address queries relating to the particulars of AP such as date, discounts, amount, and installments. 协调 with concerned parties about the 履约ment of bills payable.
Respond to AP inquiries
Explaining policies and procedures related to reimbursements requests by employees. Set policies regarding reimbursement process and amount limits etc. Inform employees.
Establish and communicate expense reimbursement policies and approval limits
建立 and communicate expense reimbursement policies and approval limits
Collecting and reporting all pertinent information regarding the taxes paid by the organization's employees.
Capture and report relevant tax data
采集 and report relevant tax data
Permitting expense reimbursement requests from employees.
Approve reimbursements and advances
Paying for expense reimbursement requests from employees. (Follow Approve reimbursements and advances [10882] according to policies and conditions.)
Process reimbursements and advances
处理 reimbursements and advances
Maintaining accounts of individuals who are connected with business.
Manage personnel accounts
管理 personnel accounts
Developing procedures for using company credit cards. Set or approve credit limits.
Establish corporate credit card policies and approval limits
建立 corporate credit card policies and approval limits
Handling applications credit card applications for business expenses.
Process corporate credit card requests
处理 corporate credit card requests
Obtaining credit cards for business-related expenses.
Order corporate credit cards
Handling credit card accounts of business customers.
Manage corporate credit card accounts
管理 corporate credit card accounts
Authorizing changes to the available credit advances.
Authorizing 变更s to the available credit advances.
Approve/Change credit limits
Approve/变更 credit limits
Blocking an existing credit card to disable all future transactions.
Cancel/Deactivate credit card
Selecting opportunities and the authoritative body for investments in trading in bonds, currencies, financial derivatives, etc.
Establish scope and governance of treasury operations
建立 scope and 治理 of treasury operations
Creating and providing investment regulations for the organization. Establish policies and procedures for investments to optimize liquidity in treasury operations. Create a written copy of it.
Creating and providing investment regulations for the organization. 建立 policies and procedures for investments to optimize liquidity in treasury operations. 创建 a written copy of it.
Establish and publish treasury policies
建立 and publish treasury policies
Making processes for investing. Create steps for investments in bonds, currencies, and financial derivatives in order to optimize company's liquidity, invest excess cash, and reduce its financial risks.
Making processes for investing. 创建 steps for investments in bonds, currencies, and financial derivatives in order to optimize company's liquidity, invest excess cash, and reduce its financial 风险s.
Develop treasury procedures
开发 treasury procedures
Checking treasury processes in order to optimize company's liquidity, invest excess cash, and reduce its financial risks.
Checking treasury processes in order to optimize company's liquidity, invest excess cash, and reduce its financial 风险s.
Monitor treasury procedures
监控 treasury procedures
Auditing the treasury function.
Audit treasury procedures
审计 treasury procedures
Reassessing all treasury procedures based on audit findings.
Revise treasury procedures
Creating and managing the internal control systems for investments in bonds, currencies, and financial derivatives to verify procedures.
Develop and confirm internal controls for treasury
开发 and confirm internal controls for treasury
Describing the need of treasury security requirements for controlling access, reliability of information, accountability, and availability of information in the organization.
Describing the need of treasury 安全 requirements for controlling access, reliability of information, accountability, and 可用性 of information in the organization.
Define treasury security requirements
定义 treasury 安全 requirements
Correcting cash differences in the books of accounts. Make optimum utilization of funds available in the business. Check for differences to rectify.
Manage and reconcile cash positions
管理 and reconcile cash positions
Taking care of all cash-related activities in the business. Utilize short-term assets that can be easily convertible into cash, such as marketable securities, commercial paper and short-term government bonds, and treasury bills.
Taking care of all cash-related activities in the business. Utilize short-term 资产 that can be easily convertible into cash, such as marketable securities, commercial paper and short-term government bonds, and treasury bills.
Manage cash equivalents
管理 cash equivalents
Supervising all online transactions.
Process and oversee electronic fund transfers (EFTs)
处理 and oversee electronic fund transfers (EFTs)
Preparing forecasts for the cash generated or used by the organization.
Develop cash flow forecasts
开发 cash flow forecasts
Delaying the outflow of funds as long as possible, but encourage the inflow of as fast as possible.
Manage cash flows
管理 cash flows
Presenting reports on all cash-related activities. Collect and manage short-term investing activities. Prepare reports of all transactions done.
Presenting reports on all cash-related activities. 收集 and manage short-term investing activities. 准备 reports of all transactions done.
Produce cash management accounting transactions and reports
Maintaining and directing the course of relationships with banking partners.
Manage and oversee banking relationships
管理 and oversee banking relationships
Studying and finalizing bank fees for services provided by banks. Negotiate and finalize nominal fees that bank charges for various services, such as requesting a deposit slip or counter check or certifying papers.
Analyze, negotiate, resolve, and confirm bank fees
分析, negotiate, resolve, and confirm bank fees
Maintaining subsidiaries' company accounts opened with bank inside the corporation. Manage different financial services provided by in-house bank structure for parent companies' subsidiaries or branches.
Maintaining subsidiaries' company accounts opened with bank inside the corporation. 管理 different financial services provided by in-house bank structure for parent companies' subsidiaries or branches.
Manage in-house bank accounts for subsidiaries
管理 in-house bank accounts for subsidiaries
Arranging loans for subsidiaries from in-house banks.
Manage and facilitate inter-company borrowing transactions
管理 and facilitate inter-company borrowing transactions
Handling payments made for subsidiaries by parent company.
Manage centralized outgoing payments on behalf of subsidiaries
管理 centralized outgoing payments on behalf of subsidiaries
Handling payments received by parent company for subsidiaries.
Manage central incoming payments on behalf of subsidiaries
管理 central incoming payments on behalf of subsidiaries
Taking care of all business outflows and recording as whole. Manage making all payments for the organization and its units or subsidiaries. Track in books of accounts of parent company.
Taking care of all business outflows and recording as whole. 管理 making all payments for the organization and its units or subsidiaries. 跟踪 in books of accounts of parent company.
Manage internal payments and netting transactions
管理 internal payments and netting transactions
Computing all expenses paid to and receivables collected over the organization's banking activity. Calculate all charges and receivables, towards interest, fees, and any other payments over its own bank accounts. Record transactions in the books of accounts.
Calculate interest and fees for in-house bank accounts
Facilitating account statements for all in-house banking activity.
Provide account statements for in-house bank accounts
提供 account statements for in-house bank accounts
Developing and instituting principles that the organization ill use in making investments.
Establish investment policy
建立 investment policy
Maintaining smooth relations with financial investment banks that help availing loans and services.
Manage financial intermediary relationships
管理 financial intermediary relationships
Managing and maintaining enough liquidity in form of cash and cash equivalents in the business to meet urgent and timely requirements
Manage liquidity
管理 liquidity
Managing the exposure incurred by the issuer for providing credit to the borrower.
Manage issuer exposure
管理 issuer exposure
Tracking loans taken and money invested in different options. Arrange and supervise loans from banks and individuals and investments in different available and profitable options.
Process and oversee debt and investment transactions
处理 and oversee debt and investment transactions
Arranging and supervising foreign exchange rate changes to avoid loss on foreign-currency transactions.
Arranging and supervising foreign ex变更 rate 变更s to avoid loss on foreign-currency transactions.
Process and oversee foreign currency transactions
处理 and oversee foreign currency transactions
Creating transactions report of loans and investments. Prepare and maintain records of loans and investment transactions.
Creating transactions report of loans and investments. 准备 and maintain records of loans and investment transactions.
Produce debt and investment accounting transaction reports
Supervising the interest paid or received by the organization. Arrange and supervise interest rate swap transactions to manage exposure to fluctuations in interest rates. Or attain a marginally lower rate of interest than could be gained through a swap.
Process and oversee interest rate transactions
处理 and oversee interest rate transactions
Taking an investment position to offset exposure to certain risks. This may include purchasing opposite of the organization's position in the marketplace, using derivatives transactions, or futures contracts.
Taking an investment position to offset exposure to certain 风险s. This may include purchasing opposite of the organization's position in the marketplace, using derivatives transactions, or futures contracts.
Develop risk management/hedging strategy
开发 风险 management/hedging 战略
Collecting and storing data that pertains to interest rate markets.
Manage interest rate market data
管理 interest rate market data
Identifying potential interest rate risks for all markets.
Identifying potential interest rate 风险s for all markets.
Determine interest rate exposure for all markets
Deciding the requirements on interest rate investments that are made by trading in futures or options market, on the basis of the accepted risk policy.
Deciding the requirements on interest rate investments that are made by trading in futures or options market, on the basis of the accepted 风险 policy.
Determine interest rate hedge requirements in accordance with risk policy
Determine interest rate hedge requirements in accordance with 风险 policy
Performing trading on interest rates.
Execute interest rate trades
执行 interest rate trades
Handling and processing information about changes in foreign exchange rates.
Handling and processing information about 变更s in foreign ex变更 rates.
Manage foreign exchange market data
管理 foreign ex变更 market data
Establishing potential foreign exchange risks for all currencies.
Establishing potential foreign ex变更 风险s for all currencies.
Determine foreign exchange exposure for all currencies
Determine foreign ex变更 exposure for all currencies
Deciding the requirements on investments in foreign exchange made by trading in futures or options market, on the basis of current risk policy.
Deciding the requirements on investments in foreign ex变更 made by trading in futures or options market, on the basis of current 风险 policy.
Determine foreign exchange hedge requirements in accordance with risk policy
Determine foreign ex变更 hedge requirements in accordance with 风险 policy
Executing all aspects for foreign exchange trade within foreign exchange market. This includes buying, selling, and exchanging currencies at the current or expressed price point.
Executing all aspects for foreign ex变更 trade within foreign ex变更 market. This includes buying, selling, and exchanging currencies at the current or expressed price point.
Execute foreign exchange trades
执行 foreign ex变更 trades
Overseeing the foreign exchange balance sheet with an eye towards potential risk. Risks include changes in conversion rates between the time the transaction occurred and when it is completed, or when transactions are made in a denomination other than that of the organization's base currency.
Overseeing the foreign ex变更 balance sheet with an eye towards potential 风险. 风险s include 变更s in conversion rates between the time the transaction occurred and when it is completed, or when transactions are made in a denomination other than that of the organization's base currency.
Manage foreign exchange balance sheet risk
管理 foreign ex变更 balance sheet 风险
Establishing ongoing risks that the customers face, and the exceptions to exceeded limits.
Establishing ongoing 风险s that the customers face, and the exceptions to exceeded limits.
Determine current customer exposures and limit exceptions
Settling cases that involve violations of customer exposure limit.
Resolve customer exposure limit violations
解决 customer exposure limit violations
Handling customer securities to recover loans that are not paid back.
Manage customer collateral
管理 customer collateral
Conducting reviews to assess customer credit on a yearly basis. Introduce changes or make recommendations, if needed.
Conducting reviews to assess customer credit on a yearly basis. Introduce 变更s or make recommendations, if needed.
Perform annual customer credit reviews
Evaluating investments made in some market to offset the risks of investing in a contrary or opposing market.
Evaluating investments made in some market to offset the 风险s of investing in a contrary or opposing market.
Measure physical positions
Determining which hedge options to execute.
Establish hedges
建立 hedges
Closing out a position or cashing in derivatives early.
Unwind hedges
Examining options in the market for hedging investments. Select an option.
Examining options in the market for hedging investments. 选择 an option.
Evaluate and refine hedging positions
评估 and refine hedging positions
Revising credit reports periodically for accurateness and changes that could be suggestive of duplicitous activity.
Revising credit reports periodically for accurateness and 变更s that could be suggestive of duplicitous activity.
Monitor credit
监控 credit
Preparing and documenting accounts and records of all hedging investment transactions to reduce risks due to change in markets.
Preparing and documenting accounts and records of all hedging investment transactions to reduce 风险s due to 变更 in markets.
Produce hedge accounting transactions and reports
Handling cases that involve financial fraud. Resolve disputes.
Handling cases that involve financial fraud. 解决 disputes.
Manage financial fraud/dispute cases
管理 financial fraud/dispute cases
Establishing board of directors and auditing committee in order to assign roles and responsibilities for internal controls.
Establish board of directors and audit committee
建立 board of directors and audit committee
Outlining and communicating a code of ethics act responsibly.
Outlining and communicating a code of 伦理 act responsibly.
Define and communicate code of ethics
定义 and communicate code of 伦理
Defining roles, responsibilities, and accountabilities for effectiveness and proficiency of operations and reliability of financial reporting.
Assign roles and responsibility for internal controls
Outlining the objectives and risks associated with a process. Delineate process goals. Determine the risks attached to it. Determine what the process is meant to accomplish, potential issues, a timeline of potential risks, the scope and potential impact of risks, etc.
Outlining the objectives and 风险s associated with a process. Delineate process goals. Determine the 风险s attached to it. Determine what the process is meant to accomplish, potential issues, a timeline of potential 风险s, the scope and potential impact of 风险s, etc.
Define business process objectives and risks
定义 business process objectives and 风险s
Outlining the risk tolerance levels of individual units, as well as the organization as a whole. Determine the specific maximum risk to take in quantitative terms for each relevant risk subcategory, including strategic, operational, financial, and compliance risks.
Outlining the 风险 tolerance levels of individual units, as well as the organization as a whole. Determine the specific maximum 风险 to take in quantitative terms for each relevant 风险 subcategory, including strategic, operational, financial, and 合规 风险s.
Define entity/unit risk tolerances
定义 entity/unit 风险 tolerances
Overseeing the activities for internal controls. Observe the effectiveness of policies, procedures, techniques, and mechanisms actions taken to minimize risk.
Overseeing the activities for internal controls. Observe the effectiveness of policies, procedures, techniques, and mechanisms actions taken to minimize 风险.
Monitor control effectiveness
监控 control effectiveness
Taking corrective measures for policies, procedures, techniques, and mechanisms actions taken to minimize risk. (Conduct in accordance with Monitor control effectiveness [10918] in order to determine and rectify the control deficiencies.)
Taking corrective measures for policies, procedures, techniques, and mechanisms actions taken to minimize 风险. (开展 in accordance with 监控 control effectiveness [10918] in order to determine and rectify the control deficiencies.)
Remediate control deficiencies
Reporting to external auditors. This process requires the organization to report to external auditors about the regulations for any critical data that the organization is holding.
Report to external auditors
报告 to external auditors
Reporting to regulators, shareholders, debt holders, securities exchanges, etc. about IT regulations and pertinent data.
Reporting to regulators, shareholders, debt holders, securities ex变更s, etc. about IT regulations and pertinent data.
Report to regulators, share-/debt-holders, securities exchanges, etc.
报告 to regulators, share-/debt-holders, securities ex变更s, etc.
Reporting to suppliers, customers, and partners that are doing business with the company about IT regulations and pertinent data.
Report to third parties
报告 to third parties
Reporting to internal management (all employees, directors, and management) about IT regulations and pertinent data.
Report to internal management
报告 to internal management
Developing a tax strategy for foreign, national, state, local administration. Set up tax strategies for foreign trade in imports and exports and at national, state, and local level.
Developing a tax 战略 for foreign, national, state, local administration. Set up tax strategies for foreign trade in imports and exports and at national, state, and local level.
Develop foreign, national, state, and local tax strategy
开发 foreign, national, state, and local tax 战略
Combining and enhancing a rational analysis of a financial condition or plan from a tax perspective in order to align financial goals through efficient tax planning.
Consolidate and optimize total tax plan
Maintaining a master file about the rational analysis of a financial condition or plan from a tax perspective in order to align financial goals through efficient tax planning.
Maintain tax master data
维护 tax master data
Creating and implementing strategies for taxes to be paid or collected by the business.
Perform tax planning/strategy
Perform tax planning/战略
Preparing and submitting tax reports for every employee to the tax department in order to show the tax paid and deducted from their salaries in the year.
Prepare tax returns
准备 tax returns
Preparing reports about paid or accrued foreign taxes to an overseas country.
Prepare foreign taxes
准备 foreign taxes
Calculating the income that has been realized when the tax on that income has not.
Calculate deferred taxes
Managing the organization's financial accounts for the purpose of taxation. Prepare and maintain the tax paid by the organization to the country they have business in.
Managing the organization's financial accounts for the purpose of taxation. 准备 and maintain the tax paid by the organization to the country they have business in.
Account for taxes
Checking and correcting the tax policies according to the rules and regulations set by the organization.
Monitor tax compliance
监控 tax 合规
Addressing any tax queries by any regulatory or government authorities. Review historical records related to taxation within the organization in order to respond to queries.
Addressing any tax queries by any regulatory or government authorities. 审查 historical records related to taxation within the organization in order to respond to queries.
Address tax inquiries
Defining the various options available to achieve the goals highlighted in the mission statement. Delineate (in accordance with a predefined criteria) the various permutations of strategic decisions that would help the organization achieve the objectives outlined in Develop overall mission statement [10037]. Involve senior management and key strategy personnel, with timely help from professional services providers.
Defining the various options available to achieve the goals highlighted in the mission statement. Delineate (in accordance with a predefined criteria) the various permutations of strategic decisions that would help the organization achieve the objectives outlined in 开发 overall mission statement [10037]. Involve senior management and key 战略 personnel, with timely help from professional services providers.
Define strategic options
定义 strategic options
Developing possibilities and arrangements to improve opportunities and reduce deviations to project objectives.
Develop mitigation plans for risks
开发 mitigation plans for 风险s
Assessing and examining the set of activities and tasks that, once completed, will accomplish an organizational goal. Create a business process model that captures how a business process works and how individuals from different groups work together to achieve a business goal.
Assessing and examining the set of activities and tasks that, once completed, will accomplish an organizational goal. 创建 a business process 模型 that captures how a business process works and how individuals from different groups work together to achieve a business goal.
Analyze processes
分析 processes
Defining and using performance indicators to consider the financial perspective, customer perspective, internal process perspective, and learning perspective of the organization.
Defining and using 绩效 indicators to consider the financial perspective, customer perspective, internal process perspective, and learning perspective of the organization.
Measure and report process performance
Measure and report process 绩效
Allocating resources to the design, development, and evaluation of product/service concepts. Allocate funds, personnel, and time for developing the new and/or revised products/services. Begin to design the potential new product/service concepts that have been prioritized and selected for further development.
Assign resources to product/service project
Finalizing production process or methodology. Install and initiate the production process to manufacture the new products, using the equipment and machinery already assembled. In the case of new services, implement delivery processes and methodologies. Validate processes for the accuracy of their operation and proper functioning.
Finalizing production process or methodology. Install and initiate the production process to manufacture the new products, using the equipment and machinery already assembled. In the case of new services, implement delivery processes and methodologies. 验证 processes for the accuracy of their operation and proper functioning.
Install and validate production/service delivery process
Identifying a section of the customer population to target for marketing products/services. Create segments within the customer population for targeted marketing campaigns, which increase the efficacy of marketing outlay. Determine the right customer segments, craft effective marketing messages, and efficiently communicate them. Determine the optimal pricing mix. Consider assistance from professional services for market segmentation studies, with coordination and oversight from the marketing/sales functions.
Identifying a section of the customer population to target for marketing products/services. 创建 segments within the customer population for targeted marketing campaigns, which increase the efficacy of marketing outlay. Determine the right customer segments, craft effective marketing messages, and efficiently communicate them. Determine the optimal pricing mix. Consider assistance from professional services for market segmentation studies, with coordination and oversight from the marketing/sales functions.
Identify market segments
识别 market segments
Identifying the targeted segment of customers. Deduce those particular customer segments that are to be targeted from among the market segments.
Determine target segments
Keeping track of all the information about the candidates who apply for jobs. Use applicant-tracking systems that can be accessed online as a central location and database for recruitment efforts.
Manage/Track applicant data
管理/跟踪 applicant data
Managing the relocation of employees in order to carry out assignments. Manage internal business processes to transfer employees, their families, and/or entire departments of a business to a new location.
Managing the relocation of employees in order to carry out assignments. 管理 internal business processes to transfer employees, their families, and/or entire departments of a business to a new location.
Relocate employees and manage assignments
Understanding customer requirements. Design the IT services and solutions based on the requirements. Develop components for providing the requirements. Train resources to provide support. Test the IT services and solutions in advance. Confirm the customer experience post-sale.
Understanding customer requirements. 设计 the IT services and solutions based on the requirements. 开发 components for providing the requirements. Train resources to provide support. 测试 the IT services and solutions in advance. Confirm the customer experience post-sale.
Execute IT service/solution creation and testing
执行 IT service/solution creation and testing
Engaging in all aspects of service/solution maintenance and testing includes all preventative, routine, and corrective activates. Ensure that IT service/solution are functioning properly and regulations where applicable.
Perform service/solution maintenance and testing
Determine and manage service delivery flow across different business functions. Understand the level of services needed by different stakeholders. Identify major service delivery touch points and criticality associated. Ensure timely communication with users.
Determine and manage service delivery flow across different business functions. Understand the level of services needed by different stakeholders. 识别 major service delivery touch points and criticality associated. Ensure timely communication with users.
Plan and manage service delivery control
规划 and manage service delivery control
Scoping and probing to study the impact of strategic options for fulfilling the organization's objectives. Estimate a measure of the impact effectuated by each set of strategic decisions, which comprise Define strategic options [10047]. Closely examine the consequences of each option.
Scoping and probing to study the impact of strategic options for 履约ing the organization's objectives. Estimate a measure of the impact effectuated by each set of strategic decisions, which comprise 定义 strategic options [10047]. Closely examine the consequences of each option.
Assess and analyze impact of each option
评估 and analyze impact of each option
Creating a roadmap for customer experience support with an overall approach, process flow, and impact timeframe.
Design customer experience support structure
设计 customer experience support structure
Examining projects of strategic significance that lie outside the purview of the organization's routine operations. Closely analyze strategic initiatives for their applicability and feasibility, given the organization's vision.
Evaluate strategic initiatives
评估 strategic initiatives
Selecting relevant projects of strategic significance that create opportunities for the organization to realize its long-term objectives, on the basis of their suitability to the organization's constraints and reality. Select from the process Evaluate strategic initiatives [10058], based on their applicability and feasibility for the organization. Enlist senior management, especially strategy personnel.
Selecting relevant projects of strategic significance that create opportunities for the organization to realize its long-term objectives, on the basis of their suitability to the organization's constraints and reality. 选择 from the process 评估 strategic initiatives [10058], based on their applicability and feasibility for the organization. Enlist senior management, especially 战略 personnel.
Select strategic initiatives
选择 strategic initiatives
Managing the provision of the workspace and its assets. Arrange an office space with all assets (tables, chairs, computers, admin staff, etc.) according to requirements.
Managing the provision of the workspace and its 资产. Arrange an office space with all 资产 (tables, chairs, computers, admin staff, etc.) according to requirements.
Provide workspace and facilities
提供 workspace and facilities
Creating a strategy for managing asset exits.
Creating a 战略 for managing asset exits.
Develop exit strategy
开发 exit 战略
Maintaining relations with representatives of the stockholders. Establish corporate management-related policies and to make decisions on major company issues. Implement practices designed to engender communication, trust, and cooperation.
Maintaining relations with representatives of the stockholders. 建立 corporate management-related policies and to make decisions on major company issues. 实施 practices designed to engender communication, trust, and cooperation.
Manage relations with board of directors
管理 relations with board of directors
Ensuring the organization's compliance position. Validate compliance with different statutes, regulatory directions, and legal principles (using Establish compliance framework and policies [17468]). Coordinate with compliance and risk management personnel.
Ensuring the organization's 合规 position. 验证 合规 with different statutes, regulatory directions, and legal principles (using 建立 合规 framework and policies [17468]). 协调 with 合规 and 风险 management personnel.
Ensure compliance
Ensure 合规
Determining and organizing the structural composition of business processes. Design, establish, and administer the framework. Identify any cross-functional processes that are mandatory for achieving business excellence.
Determining and organizing the structural composition of business processes. 设计, establish, and administer the framework. 识别 any cross-functional processes that are mandatory for achieving business excellence.
Define and manage process frameworks
定义 and manage process frameworks
Developing and managing sustainability practices for the organization. Ensure proper understanding and communication of ESG standards, requirements, capabilities, and future trends. Promote awareness, alignment, and continuity.
Developing and managing 可持续发展 practices for the organization. Ensure proper understanding and communication of ESG standards, requirements, capabilities, and future trends. Promote awareness, 对齐, and continuity.
Manage sustainability
管理 可持续发展
Conducting and supporting sustainability reporting. Collect, analyze, and report sustainability performance to requirements. Align reporting across functional units and support teams.
Conducting and supporting 可持续发展 reporting. 收集, analyze, and report 可持续发展 绩效 to requirements. Align reporting across functional units and support teams.
Perform sustainability reporting
Perform 可持续发展 reporting
Analyzing if the performance of the quality plan has achieved the estimated and desired requirements. Conduct tests against the quality plan. Assess the results of these tests.
Analyzing if the 绩效 of the 质量 plan has achieved the estimated and desired requirements. 开展 tests against the 质量 plan. 评估 the results of these tests.
Evaluate performance to requirements
评估 绩效 to requirements
Defining requirements for systems of record and storage locations to ensure content is securely stored, retrievable, retained appropriately, and aligned with governance and compliance needs.
Defining requirements for systems of record and storage locations to ensure 内容 is securely stored, retrievable, retained appropriately, and aligned with 治理 and 合规 needs.
Define content systems of record and storage requirements
定义 内容 systems of record and storage requirements
Creating and implementing a strategy for managing organizational performance. The strategy should include approaches for measuring, tracking, streamlining, and improving internal performance. It encompasses a blueprint for the tactical measurement of internal processes and work force improvement, in alignment with Employee Metrics Developed and Managed [10526].
Creating and implementing a 战略 for managing organizational 绩效. The 战略 should include approaches for measuring, tracking, streamlining, and improving internal 绩效. It encompasses a blueprint for the tactical measurement of internal processes and work force improvement, in 对齐 with Employee Metrics Developed and Managed [10526].
Define and manage organizational performance strategy
定义 and manage organizational 绩效 战略
Determining the impact of EHS offering--and the procedures it employs to process them--on the environment at large, as well as the health and safety of employees. Evaluate the environmental impact of the organization's products, services, and operations. Conduct health, safety, and environmental audits.
Determining the impact of EHS offering--and the procedures it employs to process them--on the environment at large, as well as the health and 安全 of employees. 评估 the environmental impact of the organization's products, services, and operations. 开展 health, 安全, and environmental audits.
Determine environmental health and safety impacts
Determine 环境健康与安全 impacts
Carrying out research studies to understand the behavior of customers and the realities of the market. Undertake research to understand the market conditions as well as the characteristics, drives, and desires of prospective customers. Gather highly contextualized intelligence through primary and secondary research methods, with the objective of gaining insights over how to best seize a market opportunity. Consider assistance from professional research services.
Conduct customer and market research
开展 customer and market research
Confirming the practicability and reasonableness of the market opportunities that have been identified. Give substance to the real-time feasibility of the market opportunities.
Validate opportunities
验证 opportunities
Creating descriptions of products that are promotional and informative in content in order to initiate and increase sales. Marketing content consists of text, and optionally, images.
Creating descriptions of products that are promotional and informative in 内容 in order to initiate and increase sales. Marketing 内容 consists of text, and optionally, images.
Manage product marketing material
管理 product marketing material
Managing the corpus of data relating all customers acquired over time. Manage the storage, maintenance, access, revision, and usage of all data on customers. Ensure its security, and determine legitimate use cases that are beneficial to the organization.
Managing the corpus of data relating all customers acquired over time. 管理 the storage, maintenance, access, revision, and usage of all data on customers. Ensure its 安全, and determine legitimate use cases that are beneficial to the organization.
Manage customer master data
管理 customer master data
SCOR DS 14.0: Manage SC Data and Information (sOr3).
SCOR DS 14.0: 管理 SC Data and Information (sOr3).
Manage SC Data and Information
管理 SC Data and Information
Perpetuating the production records by systematically documenting and using it to ensure the effective management of lots. Determine the lot numbering system and its use. (The lot number enables tracking of the constituent parts, as well as labor and equipment records involved in the manufacturing of a product. It enables manufacturers and to perform quality control checks, calculate expiration dates, and issue corrections of their production output.)
Perpetuating the production records by systematically documenting and using it to ensure the effective management of lots. Determine the lot numbering system and its use. (The lot number enables tracking of the constituent parts, as well as labor and equipment records involved in the manufacturing of a product. It enables manufacturers and to perform 质量 control checks, calculate expiration dates, and issue corrections of their production output.)
Maintain production records and manage lot traceability
维护 production records and manage lot traceability
Determining and scheduling the resources required to fulfill customer service requirements. Create a detailed schedule about the service orders and development of these service orders.
Determining and scheduling the resources required to 履约 客户服务 requirements. 创建 a detailed schedule about the service orders and development of these service orders.
Identify and schedule resources to meet last mile delivery requirements
识别 and schedule resources to meet last mile delivery requirements
Identifying, selecting, and assigning resources required to deliver service to the customer. Ensure that all objectives are established and met, and the all rules of engagement have been identified and communicated.
Identify, select, and assign resources
识别, select, and assign resources
Acquiring returns and identify if the returns are scraped or salvaged.
Process returns
处理 returns
Managing the recovery of costs from suppliers for individual claims.
Manage supplier recovery
管理 supplier recovery
Identify and schedule resources to meet service requirements
识别 and schedule resources to meet service requirements
Managing activities centered around delivering programs to support work/life balance for employees; developing family support systems; reviewing retention and motivation indicators; and reviewing compensation plans.
Manage employee assistance and retention
管理 employee assistance and retention
Designing programs that prompt proper balance between work (i.e., career and ambition) and lifestyle (i.e., health, pleasure, leisure, family, and spiritual development/meditation). Account for dependent care, flexible working arrangements, leaves of absence, on-the-job training, etc.
Designing programs that prompt proper balance between work (i.e., career and ambition) and lifestyle (i.e., health, pleasure, leisure, family, and spiritual development/meditation). Account for dependent care, flexible working arrangements, leaves of absence, on-the-job 训练, etc.
Deliver programs to support work/life balance for employees
Assessing the customer communities along with current IT operational capabilities and usage.
Understand IT customer needs
Developing activities to improve performance opportunities and lessen threats in IT. Evolve strategies and policies to attain organizational objectives.
Developing activities to improve 绩效 opportunities and lessen threats in IT. Evolve strategies and policies to attain organizational objectives.
Create IT risk mitigation strategies and approaches
创建 IT 风险 mitigation strategies and approaches
Create and manage the process to authenticate IT users from user directory based on the internal policies.
创建 and manage the process to authenticate IT users from user directory based on the internal policies.
Manage IT user authentication mechanisms
管理 IT user authentication mechanisms
Develop and implement strategies to plan and manage the flow of an information system's data from creation and initial storage to the time when it becomes obsolete and deleted.
开发 and implement strategies to plan and manage the flow of an information system's data from creation and initial storage to the time when it becomes obsolete and deleted.
Define and execute business information lifecycle planning and control
定义 and execute business information lifecycle planning and control
Managing accounts for large funds-invested projects. Manage and account for fixed assets projects (capital projects), which required significant capital investments over many years.
Managing accounts for large funds-invested projects. 管理 and account for fixed 资产 projects (capital projects), which required significant capital investments over many years.
Manage fixed-asset project accounting
管理 fixed-asset project accounting
Performing planning, management, operations, and monitoring of internal control mechanism policies and procedures in order to manage internal controls.
Performing planning, management, operations, and 监控 of internal control mechanism policies and procedures in order to manage internal controls.
Operate controls and monitor compliance with internal controls policies and procedures
Operate controls and monitor 合规 with internal controls policies and procedures
Estimating the organization's periodic tax liabilities. Ensure that appropriate taxing authorities receive tax return filings and payments when due.
Manage taxes
管理 taxes
Examining the market to identify customer required solutions. Assess the relevant market(s) to determine the products/services that are needed or wanted by customers. Carry out quantitative and qualitative analyses to capture and investigate products/services. Employ creative techniques that allow for a closer appreciation of the customer, and design relevant solutions.
Examining the market to identify customer required solutions. 评估 the relevant market(s) to determine the products/services that are needed or wanted by customers. Carry out quantitative and qualitative analyses to capture and investigate products/services. Employ creative techniques that allow for a closer appreciation of the customer, and design relevant solutions.
Survey market and determine customer needs and wants
Establishing the organization's long-term vision as a strategic positioning and engagement of stakeholders. Institute the vision by creating strategic orientations of all stakeholders. Understand the strategy development frameworks in this context.
Establishing the organization's long-term vision as a strategic positioning and engagement of stakeholders. Institute the vision by creating strategic orientations of all stakeholders. Understand the 战略 development frameworks in this context.
Establish strategic vision
建立 strategic vision
Examining the scope and contingencies for restructuring based on market situation and internal realities. Map the market forces over which any and all probabilities can be probed for utility and viability. Once the restructuring options have been analyzed and the due-diligence performed, execute the deal. Consider seeking professional services for assistance in formalizing these opportunities.
Conduct organization restructuring opportunities
开展 organization restructuring opportunities
Establishing an overarching, compact statement that concisely underscores the mission of the organization. Define and communicate a clear and succinct mission statement, which encapsulates how the organization aims to proceed in order to Establish a strategic vision [10020]. Solicit critical inputs from senior management and strategy executives, and collaborate with marketing or personnel from allied functions.
Establishing an overarching, compact statement that concisely underscores the mission of the organization. 定义 and communicate a clear and succinct mission statement, which encapsulates how the organization aims to proceed in order to 建立 a strategic vision [10020]. Solicit critical inputs from senior management and 战略 executives, and collaborate with marketing or personnel from allied functions.
Develop overall mission statement
开发 overall mission statement
Developing overall goals for the organization that help in accomplishing its mission. Formulate organization-wide targets in the near to middle term, which will accumulate and propel the organization to realize its long-term objectives, as outlined in Develop an overall mission statement [10037]. Enlist business unit heads or equivalent personnel, in close collaboration with senior management executives.
Developing overall goals for the organization that help in accomplishing its mission. Formulate organization-wide targets in the near to middle term, which will accumulate and propel the organization to realize its long-term objectives, as outlined in 开发 an overall mission statement [10037]. Enlist business unit heads or equivalent personnel, in close collaboration with senior management executives.
Develop and set organizational objectives
开发 and set organizational objectives
Charting a strategic course for business units in order to leverage opportunities, sidestep hurdles, and create synergies among each other. Create strategic road maps for the organization's units--in light of their individual resources and requirements, as well as their relationships with other business units--to achieve organizational goals.
Charting a strategic course for business units in order to leverage opportunities, sidestep hurdles, and create synergies among each other. 创建 strategic road maps for the organization's units--in light of their individual resources and requirements, as well as their relationships with other business units--to achieve organizational goals.
Formulate business unit strategies
Measuring customer feedback in regard to product and services effectiveness based on overall satisfaction. The data to be analyzed is collected through surveys, customer responses, and feedbacks based on the delivered products/services.
Assess customer experience
评估 customer experience
Developing strategic projects that help fulfill long-term goals. Develop time-bound projects that are discretionary in nature and lie beyond the scope of the organization's routine operations.
Developing strategic projects that help 履约 long-term goals. 开发 time-bound projects that are discretionary in nature and lie beyond the scope of the organization's routine operations.
Develop strategic initiatives
开发 strategic initiatives
Devising measures to examine strategic projects. Formulate evaluation criteria to assess the strategic initiatives for the level of impact.
Establish high-level measures
建立 high-level measures
Establishing how an organization creates, delivers and captures value or makes profit. Identify the products or services that a business will sell, its target market, anticipated expenses, and other core aspects of its modus operandi. Revise the plan as required to reflect changing circumstances.
Establishing how an organization creates, delivers and captures value or makes profit. 识别 the products or services that a business will sell, its target market, anticipated expenses, and other core aspects of its modus operandi. Revise the plan as required to reflect changing circumstances.
Develop and maintain business models
开发 and maintain business 模型s
ITIL V5 practice: Strategy Management. Mapped to Develop Vision and Strategy.
ITIL V5 practice: 战略 Management. Mapped to 开发 愿景与战略.
Strategy Management
战略 Management
Strategizing a long-term vision for managing properties. Prepare strategies and a long-term vision for managing purchased/retained properties.
Strategizing a long-term vision for managing properties. 准备 strategies and a long-term vision for managing purchased/retained properties.
Develop property strategy and long term vision
开发 property 战略 and long term vision
Managing all operational activities of the facility. Manage how each function/business unit works. Support the manufacturing facility to attain organizational goals.
Managing all operational activities of the facility. 管理 how each function/business unit works. Support the manufacturing facility to attain organizational goals.
Manage facilities operations
管理 facilities operations
Producing and maintaining a planning schedule and a financial plan to purchase or manufacture assets. Determine the investment plan, monitor capital, and secure the necessary financing in order to realize completion of the program.
Producing and maintaining a planning schedule and a financial plan to purchase or manufacture 资产. Determine the investment plan, monitor capital, and secure the necessary financing in order to realize completion of the program.
Manage capital program for assets
管理 capital program for 资产
Preserving assets through the planning, managing, and performance of preventative, routine, and critical maintenance work.
Preserving 资产 through the planning, managing, and 绩效 of preventative, routine, and critical maintenance work.
ITIL V5 practice: Risk Management. Mapped to Manage enterprise risk.
ITIL V5 practice: 风险 Management. Mapped to 管理 企业风险.
Risk Management
风险 Management
Managing steps to confirm enduring compliance to industry regulations and government legislation.
Managing steps to confirm enduring 合规 to industry regulations and government legislation.
Manage compliance
管理 合规
Managing relations with organizations established and financed by businesses that operate in a specific industry. Participate in public relations actions such as lobbying and publishing, advertising, education, and political donations.
Manage relations with trade or industry groups
管理 relations with trade or industry groups
ITIL V5 practice: Supplier Management. Mapped to Manage External Relationships.
ITIL V5 practice: Supplier Management. Mapped to 管理 外部关系.
Supplier Management
Evaluating and handling the performance of business processes. Provide training to process owners. Support the execution of business processes. Measure and report the performance of the business processes.
Evaluating and handling the 绩效 of business processes. 提供 训练 to process owners. Support the execution of business processes. Measure and report the 绩效 of the business processes.
Manage process performance
管理 process 绩效
Identifying, documenting, and communicating sustainability requirements. Closely examine all standards and matters of compliance relating to ESG. Determine protocols or standards to comply with, set by regulatory agencies or the organizations stakeholders.
Identifying, documenting, and communicating 可持续发展 requirements. Closely examine all standards and matters of 合规 relating to ESG. Determine protocols or standards to comply with, set by regulatory agencies or the organizations stakeholders.
Identify sustainability requirements
识别 可持续发展 requirements
Managing sustainability across the organization. Provide training, support, reporting, and oversight to the distributed sustainability efforts across functional units and support services.
Managing 可持续发展 across the organization. 提供 训练, support, reporting, and oversight to the distributed 可持续发展 efforts across functional units and support services.
Manage sustainability capability
管理 可持续发展 capability
Managing the business portfolio of the organization, including investments, holdings, products, businesses, and brands. Establish a portfolio strategy. Define portfolio governance. Monitor and control the portfolio.
Managing the business portfolio of the organization, including investments, holdings, products, businesses, and brands. 建立 a portfolio 战略. 定义 portfolio 治理. 监控 and control the portfolio.
Manage portfolio
管理 portfolio
ITIL V5 practice: Project Management. Mapped to Manage portfolio, program, and project.
ITIL V5 practice: 项目管理. Mapped to 管理 portfolio, program, and project.
Project Management
项目管理
Examining the quality of organizational processes. Conduct tests. Collect information and data. Record the results of these tests. Determine the dispositions of the test results.
Examining the 质量 of organizational processes. 开展 tests. 收集 information and data. Record the results of these tests. Determine the dispositions of the test results.
Test against quality plan
测试 against 质量 plan
Sustaining the impact of the change process in order to enact continual process improvement. Monitor the performance of re-engineered business processes. Identify best practices and potential issues. Effectuate remedial steps.
Sustaining the impact of the 变更 process in order to enact continual process improvement. 监控 the 绩效 of re-engineered business processes. 识别 best practices and potential issues. Effectuate remedial steps.
Sustain improvement
ITIL V5 practice: Organizational Change Management. Mapped to Manage change.
ITIL V5 practice: Organizational 变更 Management. Mapped to 管理 变更.
Organizational Change Management
Organizational 变更 Management
Assessing the maturity of the existing initiatives in knowledge management, and evaluating existing KM approaches. Identify the gaps and needs in order to enhance the existing KM approaches. Develop and implement new KM approaches.
Assessing the 成熟度 of the existing initiatives in 知识管理, and evaluating existing KM approaches. 识别 the gaps and needs in order to enhance the existing KM approaches. 开发 and implement new KM approaches.
Assess KM capabilities
评估 KM capabilities
Developing resources for improved knowledge management and knowledge engineering.
Developing resources for improved 知识管理 and knowledge engineering.
Evolve and sustain KM capabilities
ITIL V5 practice: Knowledge Management. Mapped to Develop and manage enterprise-wide knowledge management (KM) capability.
ITIL V5 practice: 知识管理. Mapped to 开发 and manage enterprise-wide 知识管理 (KM) capability.
Knowledge Management
知识管理
Developing and managing taxonomies, ontologies, and related semantic structures to classify, enrich, and relate enterprise content and knowledge assets, supporting consistent interpretation, discoverability, reuse, and advanced capabilities such as automated classification and semantic processing.
Developing and managing taxonomies, ontologies, and related semantic structures to classify, enrich, and relate enterprise 内容 and knowledge 资产, supporting consistent interpretation, discoverability, reuse, and advanced capabilities such as automated classification and semantic processing.
Develop and manage taxonomies
开发 and manage taxonomies
Delivering approved content to intended audiences through appropriate channels, repositories, or platforms in accordance with defined standards and controls.
Delivering approved 内容 to intended audiences through appropriate channels, repositories, or platforms in accordance with defined standards and controls.
Deliver approved content
Deliver approved 内容
Controlling the use, evaluation, retention, and disposition of delivered content to ensure continued relevance, compliance, and value over time. Includes monitoring content quality and semantic coherence.
Controlling the use, evaluation, retention, and disposition of delivered 内容 to ensure continued relevance, 合规, and value over time. Includes 监控 内容 质量 and semantic coherence.
Control delivered content
控制 delivered 内容
ITIL V5 practice: Measurement and Reporting. Mapped to Measure and benchmark.
Measurement and Reporting
Determining the impacts of environmental health and safety. Create and implement the EHS program. Train and educate employees of the EHS function. Oversee and manage the EHS program.
Determining the impacts of 环境健康与安全. 创建 and implement the EHS program. Train and educate employees of the EHS function. Oversee and manage the EHS program.
Manage Environmental Health and Safety (EHS)
管理 环境健康与安全 (EHS)
Aligning regulatory activities related to managing industry requirements. Train employees on regulatory requirements. Records for the appropriate regulatory agencies must be maintained and the new product process must be approved by the appropriate regulatory body before it is published to the organization. The submission lifecycle - i.e. creation, review, and approval of the submission and its components must be managed in a collaborative fashion.
Manage regulatory requirements
管理 regulatory requirements
Coordinating R&D activity to identify new technologies to integrate into the revamped portfolio of products/services. This is inclusive of all forms of new and evolving technology such as artificial intelligence (AI). Conduct early-stage R&D activity to close gaps between existing solution offerings and changing market expectations. Triangulate appropriate technologies that can support the development of a revised product/service portfolio.
Coordinating R&D activity to identify new technologies to integrate into the revamped portfolio of products/services. This is inclusive of all forms of new and evolving technology such as 人工智能 (AI). 开展 early-stage R&D activity to close gaps between existing solution offerings and changing market expectations. Triangulate appropriate technologies that can support the development of a revised product/service portfolio.
Perform discovery research
Encompassing the identification and capture of new product/service requirements or potential improvements to current products/services. Collaborating with members of the supply chain to ensure the feasibility of what is being defined in the requirements. For example, a product with manufacturing requirements that supply chain cannot currently fulfill requires a corporate decision to either upgrade manufacturing capabilities or abandon the new product. Enterprise-level effects and needs must be considered. Depending on the nature of the final product or service, these requirements are often defined as a set of abilities, such as availability or reliability, that influence product development decisions.
Encompassing the identification and capture of new product/service requirements or potential improvements to current products/services. Collaborating with members of the 供应链 to ensure the feasibility of what is being defined in the requirements. For example, a product with manufacturing requirements that 供应链 cannot currently 履约 requires a corporate decision to either upgrade manufacturing capabilities or abandon the new product. Enterprise-level effects and needs must be considered. Depending on the nature of the final product or service, these requirements are often defined as a set of abilities, such as 可用性 or reliability, that influence product development decisions.
Define product/service development requirements
定义 product/service development requirements
ITIL V5 practice: Business Analysis. Mapped to Develop and Manage Products and Services.
ITIL V5 practice: 业务分析. Mapped to 开发 and 管理 产品和服务.
Business Analysis
业务分析
Making sense of the market and customers to identify the right opportunities to be capitalized, given the organization's competencies. Discern trends and shift in the market and customers. Identify the right market opportunities that fit closely with the organization's capabilities and strategy by gathering intelligence on various attributes of different market/customer segments.
Making sense of the market and customers to identify the right opportunities to be capitalized, given the organization's competencies. Discern trends and shift in the market and customers. 识别 the right market opportunities that fit closely with the organization's capabilities and 战略 by gathering intelligence on various attributes of different market/customer segments.
Understand markets, customers, and capabilities
Refining the attributes of organizational offerings to define their value proposition for the customer. Clearly define the suite of offerings in terms of the value delivered, from the perspective of what the customer desires. Validate the benefits delivered to the customers against target market segments, using techniques such as minimum viable product. Position brands for the respective products/services, in line with their unique value proposition and aligned with customers needs.
Refining the attributes of organizational offerings to define their value proposition for the customer. Clearly define the suite of offerings in terms of the value delivered, from the perspective of what the customer desires. 验证 the benefits delivered to the customers against target market segments, using techniques such as minimum viable product. Position brands for the respective products/services, in line with their unique value proposition and aligned with customers needs.
Define offering and customer value proposition
定义 offering and customer value proposition
Coordinating marketing and distribution efforts across different channels that integrate well with each other, are in conformance with company values, visual identity and branding, and offer uniform customer service experience that drives customer loyalty and repeat business.
Coordinating marketing and distribution efforts across different channels that integrate well with each other, are in conformance with company values, visual identity and branding, and offer uniform 客户服务 experience that drives customer loyalty and repeat business.
Orchestrate seamless customer experience across supported channels
编排 seamless customer experience across supported channels
Imparting guidance and instruction to sales partners/alliances concerning products/services. Distribute literature about the organization's products/services. Conduct workshops. Disseminate useful media content to engage and enlighten partners. Create communities through group engagements.
Imparting guidance and instruction to sales partners/alliances concerning products/services. Distribute literature about the organization's products/services. 开展 workshops. Disseminate useful media 内容 to engage and enlighten partners. 创建 communities through group engagements.
Provide sales and product/service training to sales partners/alliances
提供 sales and product/service 训练 to sales partners/alliances
SCOR DS 14.0: Plan Source (sP2).
SCOR DS 14.0: 规划 Source (sP2).
Plan Source
规划 Source
SCOR DS 14.0: Plan Transform (sP3).
SCOR DS 14.0: 规划 转化 (sP3).
Plan Transform
规划 转化
SCOR DS 14.0: Plan Order (sP4).
SCOR DS 14.0: 规划 Order (sP4).
Plan Order
规划 Order
SCOR DS 14.0: Plan Fulfill (sP5).
SCOR DS 14.0: 规划 履约 (sP5).
Plan Fulfill
规划 履约
SCOR DS 14.0: Plan Return (sP6).
SCOR DS 14.0: 规划 Return (sP6).
Plan Return
规划 Return
Taking care of the master production plan. The master production includes creation and implementation of the site-level production plan, as well as management of the inventory that is currently in the production process.
Create and manage master production schedule
创建 and manage master production schedule
Revisiting and refurbishing the policies for planning the distribution process. Asses the distribution strategies, including how the products are to be made available and sent to different distributors. Set guidelines regarding relationships between the sources and the distribution centers.
Review distribution planning policies
审查 distribution planning policies
Developing standards and procedures for maintaining the quality of products/services. Establish desired quality targets. Create standardized procedures for the quality. Ensure quality specifications are effectively communicated.
Developing standards and procedures for maintaining the 质量 of products/services. 建立 desired 质量 targets. 创建 standardized procedures for the 质量. Ensure 质量 specifications are effectively communicated.
Develop quality standards and procedures
开发 质量 standards and procedures
SCOR DS 14.0: Plan Supply Chain (sP1).
SCOR DS 14.0: 规划 供应链 (sP1).
Plan Supply Chain
规划 供应链
SCOR DS 14.0: Manage SC Business Rules (sOr1).
SCOR DS 14.0: 管理 SC Business Rules (sOr1).
Manage SC Business Rules
管理 SC Business Rules
SCOR DS 14.0: Manage SC Performance (sOr2).
SCOR DS 14.0: 管理 SC 绩效 (sOr2).
Manage SC Performance
管理 SC 绩效
SCOR DS 14.0: Manage SC Human Resources (sOr4).
SCOR DS 14.0: 管理 SC 人力资源 (sOr4).
Manage SC Human Resources
管理 SC 人力资源
SCOR DS 14.0: Manage SC Assets (sOr5).
SCOR DS 14.0: 管理 SC 资产 (sOr5).
Manage SC Assets
管理 SC 资产
SCOR DS 14.0: Manage SC Contracts (sOr6).
SCOR DS 14.0: 管理 SC Contracts (sOr6).
Manage SC Contracts
管理 SC Contracts
SCOR DS 14.0: Manage SC Network (sOr7).
SCOR DS 14.0: 管理 SC Network (sOr7).
Manage SC Network
管理 SC Network
SCOR DS 14.0: Manage SC Regulatory Compliance (sOr8).
SCOR DS 14.0: 管理 SC Regulatory 合规 (sOr8).
Manage SC Regulatory Compliance
管理 SC Regulatory 合规
SCOR DS 14.0: Manage SC Risk (sOr9).
SCOR DS 14.0: 管理 SC 风险 (sOr9).
Manage SC Risk
管理 SC 风险
Defining sourcing strategies and plans for categories of materials or services to optimize cost, supply continuity, value, and alignment with organizational requirements and market conditions.
Defining sourcing strategies and plans for categories of materials or services to optimize cost, supply continuity, value, and 对齐 with organizational requirements and market conditions.
Develop category plan
开发 category plan
SCOR DS 14.0: Manage SC Technology (sOr10).
SCOR DS 14.0: 管理 SC Technology (sOr10).
Manage SC Technology
管理 SC Technology
SCOR DS 14.0: Fulfill Engineer-to-Order Product (sF3).
SCOR DS 14.0: 履约 Engineer-to-Order Product (sF3).
Fulfill Engineer-to-Order Product
履约 Engineer-to-Order Product
Acquiring or soliciting information about specific service requirements for individual customers through the customer service function. Obtain information about customer specific requests, process these requests, and create customer profiles to generate a service order.
Acquiring or soliciting information about specific service requirements for individual customers through the 客户服务 function. Obtain information about customer specific requests, process these requests, and create customer profiles to generate a service order.
Confirm specific last mile delivery service requirements for individual customer
Dispatching resources for managing and fulfilling daily service requirements. Manage the progress of order fulfillment. Complete order blocks.
Dispatching resources for managing and 履约ing daily service requirements. 管理 the progress of order 履约ment. Complete order blocks.
Provide last mile delivery service to specific customers
提供 last mile delivery service to specific customers
SCOR DS 14.0: Order Engineer-to-Order Product (sO3).
Order Engineer-to-Order Product
Creating rules and regulations for service delivery to the customer. Establish a system to manage performance, delivery, and direction of service delivery. Engage with the customer for satisfaction feedback. Define goals, policies, processes, and workplace layout and infrastructure as a part of the service delivery strategy.
Creating rules and regulations for service delivery to the customer. 建立 a system to manage 绩效, delivery, and direction of service delivery. Engage with the customer for satisfaction feedback. 定义 goals, policies, processes, and workplace layout and 基础设施 as a part of the service delivery 战略.
Establish service delivery governance and strategies
建立 service delivery 治理 and strategies
SCOR DS 14.0: Plan Service Operations (sP-SVC).
SCOR DS 14.0: 规划 Service Operations (sP-SVC).
Plan Service Operations
规划 Service Operations
Understanding the demands on resources and creating a plan to enable the delivery of services via those resources.
Manage service delivery resources
管理 service delivery resources
SCOR DS 14.0: Fulfill Service Operations (sF-SVC).
SCOR DS 14.0: 履约 Service Operations (sF-SVC).
Fulfill Service Operations
履约 Service Operations
Rendering service to the customer by initiating, executing, and completing tasks associated with service delivery.
Deliver service to customer
Confirm specific service requirements for individual customer
Provide service to specific customers
提供 service to specific customers
Calculating satisfaction levels of customers by effectively evaluating the process of handling requests/inquiries of customers. Effectively calculate the performance of customer-requests/inquiries handling and resolution. Obtain information regarding requests/inquiries handling and resolution through customer feedback. Use it to explore new ideas and opportunities for enhanced customer requests/inquiries handling and resolution process.
Calculating satisfaction levels of customers by effectively evaluating the process of handling requests/inquiries of customers. Effectively calculate the 绩效 of customer-requests/inquiries handling and resolution. Obtain information regarding requests/inquiries handling and resolution through customer feedback. Use it to explore new ideas and opportunities for enhanced customer requests/inquiries handling and resolution process.
Measure customer satisfaction with customer problems, requests, and inquiries handling
Measure customer satisfaction with customer 问题s, requests, and inquiries handling
Measuring the satisfaction level of customers as pertains to how their complaints are handled and resolved. This process element requires the organization to estimate the customers level of fulfillment with the process reconciling their complaints and towards the objective of ensuring customer retention. The feedback received can be used to develop concepts for new opportunities to boost the level of customer satisfaction.
Measuring the satisfaction level of customers as pertains to how their complaints are handled and resolved. This process element requires the organization to estimate the customers level of 履约ment with the process reconciling their complaints and towards the objective of ensuring customer retention. The feedback received can be used to develop concepts for new opportunities to boost the level of customer satisfaction.
Measure customer satisfaction with customer- complaint handling and resolution
Designing a plan that specifies the combination of wages, salaries, and benefits the employees receive in exchange for work. Define the total amount of compensation, in addition to the manner in which the compensation is paid and the purposes for which employees can receive bonuses, salary increases, incentives and non-monetary rewards.
Designing a plan that specifies the combination of wages, salaries, and benefits the employees receive in ex变更 for work. 定义 the total amount of compensation, in addition to the manner in which the compensation is paid and the purposes for which employees can receive bonuses, salary increases, incentives and non-monetary rewards.
Develop total compensation and rewards strategy
开发 total compensation and rewards 战略
Creating and making job offers to the selected candidates. Fairly negotiate the job offers. Agree on terms with the candidate to complete the hiring process.
Manage new hire/re-hire
管理 new hire/re-hire
Creating and maintaining various employee on-boarding programs typically known as induction programs in order to ensure that the new employees are effectively introduced to the organization and its existing employees. Examine and evaluate the performance of these induction programs. Execute these programs on the ground level.
Creating and maintaining various employee on-boarding programs typically known as induction programs in order to ensure that the new employees are effectively introduced to the organization and its existing employees. Examine and evaluate the 绩效 of these induction programs. 执行 these programs on the ground level.
Manage employee onboarding
管理 employee onboarding
Managing employee mobility and retirement. Manage the process of employee promotion and demotion. Administer separation, retirement, and leaves of absence. Outplace employees. Deploy personnel. Relocate employees in order to manage assignments.
Managing employee mobility and retirement. 管理 the process of employee promotion and demotion. Administer separation, retirement, and leaves of absence. Outplace employees. 部署 personnel. Relocate employees in order to manage assignments.
Redeploy and retire employees
Transform, develop, and communicate workforce data into analytics in support of organizational requirements.
转化, develop, and communicate workforce data into analytics in support of organizational requirements.
Implement workforce analytics
实施 workforce analytics
Creating an effective plan that initiates and promotes communication and engagement among the employees and between employees and management.
Manage employee communication
管理 employee communication
ITIL V5 practice: Workforce and Talent Management. Mapped to Develop and Manage Human Resources.
ITIL V5 practice: Workforce and Talent Management. Mapped to 开发 and 管理 人力资源.
Workforce and Talent Management
ITIL V5 practice: Relationship Management. Mapped to Develop and manage IT customer relationships.
ITIL V5 practice: Relationship Management. Mapped to 开发 and manage IT customer relationships.
Relationship Management
ITIL V5 practice: Service Catalog Management. Mapped to Develop and manage IT customer relationships.
ITIL V5 practice: Service Catalog Management. Mapped to 开发 and manage IT customer relationships.
Service Catalog Management
ITIL V5 practice: Service Financial Management. Mapped to Develop and manage IT business strategy.
ITIL V5 practice: Service Financial Management. Mapped to 开发 and manage IT business 战略.
Service Financial Management
ITIL V5 practice: Portfolio Management. Mapped to Develop and manage IT business strategy.
ITIL V5 practice: Portfolio Management. Mapped to 开发 and manage IT business 战略.
Portfolio Management
ITIL V5 practice: Architecture Management. Mapped to Develop and manage IT business strategy.
ITIL V5 practice: Architecture Management. Mapped to 开发 and manage IT business 战略.
Architecture Management
ITIL V5 practice: Service Continuity Management. Mapped to Develop and manage IT resilience and risk.
ITIL V5 practice: Service Continuity Management. Mapped to 开发 and manage IT resilience and 风险.
Service Continuity Management
Planning and managing the organization’s ability to recover from exposure to internal and external threats, with a focus on IT and cybersecurity. Ensure that continuity plans address cyber-specific scenarios, including ransomware attacks and other evolving threats, while maintaining uninterrupted operations of critical IT and OT services.
Planning and managing the organization’s ability to recover from exposure to internal and external threats, with a focus on IT and cyber安全. Ensure that continuity plans address cyber-specific scenarios, including ransomware attacks and other evolving threats, while maintaining uninterrupted operations of critical IT and OT services.
Plan and manage IT continuity
规划 and manage IT continuity
Create an organization-wide strategy for the IT function by combining skills, technologies, applications, and processes in order to attain organizations objectives. This is inclusive of all forms of new and evolving technology such as artificial intelligence (AI).
创建 an organization-wide 战略 for the IT function by combining skills, technologies, applications, and processes in order to attain organizations objectives. This is inclusive of all forms of new and evolving technology such as 人工智能 (AI).
Define business information and analytics strategy
定义 business information and analytics 战略
ITIL V5 practice: Service Design. Mapped to Develop and manage services/solutions.
ITIL V5 practice: Service 设计. Mapped to 开发 and manage services/solutions.
Service Design
Service 设计
ITIL V5 practice: Software Development and Management. Mapped to Develop and manage services/solutions.
ITIL V5 practice: Software Development and Management. Mapped to 开发 and manage services/solutions.
Software Development and Management
ITIL V5 practice: Deployment Management. Mapped to Deploy services/solutions.
ITIL V5 practice: 部署 Management. Mapped to 部署 services/solutions.
Deployment Management
部署 Management
ITIL V5 practice: Service Validation and Testing. Mapped to Deploy services/solutions.
ITIL V5 practice: Service Validation and Testing. Mapped to 部署 services/solutions.
Service Validation and Testing
ITIL V5 practice: Service Configuration Management. Mapped to Deploy services/solutions.
ITIL V5 practice: Service 配置 Management. Mapped to 部署 services/solutions.
Service Configuration Management
Service 配置 Management
ITIL V5 practice: Availability Management. Mapped to Create and manage support services/solutions.
ITIL V5 practice: 可用性 Management. Mapped to 创建 and manage support services/solutions.
Availability Management
可用性 Management
ITIL V5 practice: Capacity and Performance Management. Mapped to Create and manage support services/solutions.
ITIL V5 practice: 容量 and 绩效 Management. Mapped to 创建 and manage support services/solutions.
Capacity and Performance Management
容量 and 绩效 Management
ITIL V5 practice: Service Request Management. Mapped to Create and manage support services/solutions.
ITIL V5 practice: Service Request Management. Mapped to 创建 and manage support services/solutions.
Service Request Management
ITIL V5 practice: Service Desk. Mapped to Create and manage support services/solutions.
ITIL V5 practice: Service Desk. Mapped to 创建 and manage support services/solutions.
Service Desk
ITIL V5 practice: IT Asset Management. Mapped to Manage Information Technology (IT).
ITIL V5 practice: IT Asset Management. Mapped to 管理 信息技术 (IT).
IT Asset Management
ITIL V5 practice: Infrastructure and Platform Management. Mapped to Manage Information Technology (IT).
ITIL V5 practice: 基础设施 and Platform Management. Mapped to 管理 信息技术 (IT).
Infrastructure and Platform Management
基础设施 and Platform Management
Handling reporting time, managing pay, and processing taxes from salaries. Pay employees. Withhold taxes. Confirm the correct funds are paid to the correct government agency.
Process payroll
处理 payroll
Handling bills and reimbursements to be made. Make payments for goods or services taken or used on behalf of the organization.
Process accounts payable and expense reimbursements
处理 accounts payable and expense reimbursements
Administering internal controls. This process requires the organization to manage entity's board of trustees, management, and other personnel in order to offer judicious assurance about the achievement of effectiveness, proficiency of operations, and reliability of financial reporting.
Manage internal controls
管理 internal controls
Setting targets for periodic tax liabilities. Assess the tax impact of various activities such as the acquisition or disposal of fixed assets or a deliberate change in number of employee.
Setting targets for periodic tax liabilities. 评估 the tax impact of various activities such as the acquisition or disposal of fixed 资产 or a deliberate 变更 in number of employee.
Develop tax strategy and plan
开发 tax 战略 and plan
Examining various options shortlisted for assimilating new entities into the organization or dissociating from it. Undertake a piecemeal and comprehensive consideration of each option identified for acquisition, merger, de-merger, and divestment. Consider intangible and non-material aspects of the entities involved and synergic aspects. Consider the assistance of specialist professional services.
Analyze deal options
分析 deal options
Defining a roadmap to meet customer expectations while considering how it will affect the business.
Develop customer experience strategy
开发 customer experience 战略
Creating an economic model that describes the goals of an organization and the business processes needed to achieve those goals. This involves information gathering, securing necessary approvals and authorizations, integrating with preexisting models, including the general business concept [10002] and business strategy [10015], and formally accepting the model as the basis for organization's day-to-day operations.
Creating an economic 模型 that describes the goals of an organization and the business processes needed to achieve those goals. This involves information gathering, securing necessary approvals and authorizations, integrating with preexisting 模型s, including the general business concept [10002] and business 战略 [10015], and formally accepting the 模型 as the basis for organization's day-to-day operations.
Develop business models
开发 business 模型s
Revising and updating business models to reflect the changes in the marketed services, product inventory, market behavior, available resources or accrued expenses. Determine how and when to modify the accepted business model in response to incoming feedback.
Revising and updating business 模型s to reflect the 变更s in the marketed services, product inventory, market behavior, available resources or accrued expenses. Determine how and when to modify the accepted business 模型 in response to incoming feedback.
Maintain business models
维护 business 模型s
Designing and constructing assets such as machines, tools, factories, etc. Manage steps to acquire assets including managing capital, as well as planning, scheduling, and overseeing acquisition/construction.
Designing and constructing 资产 such as machines, tools, factories, etc. 管理 steps to acquire 资产 including managing capital, as well as planning, scheduling, and overseeing acquisition/construction.
Design and construct assets
设计 and construct 资产
Planning and performing abandonment activities. Whether facilities or equipment, ensure assets to be abandoned are safe, secure, and meet all legal, regulatory, and social/environmental responsibilities.
Planning and performing abandonment activities. Whether facilities or equipment, ensure 资产 to be abandoned are safe, secure, and meet all legal, regulatory, and social/environmental responsibilities.
Perform abandonment
Creating requisite frameworks and coordinating all risk management activities for the entire organization and each function. Manage the enterprise risk by outlining the risk policies and procedures. Monitor and communicate all risk management activities. Encourage correspondence among the business units. Manage the risk of all business units and functions.
Creating requisite frameworks and coordinating all 风险 management activities for the entire organization and each function. 管理 the 企业风险 by outlining the 风险 policies and procedures. 监控 and communicate all 风险 management activities. Encourage correspondence among the business units. Manage the 风险 of all business units and functions.
Manage enterprise risk
管理 企业风险
Developing a set of procedures detailing an organization's progress in complying with established guidelines, provisions, and legislation.
Establish compliance framework and policies
建立 合规 framework and policies
AI process: Manage AI Ethics Framework.
AI process: 管理 AI 伦理 Framework.
Manage AI Ethics Framework
管理 AI 伦理 Framework
AI process: Manage AI Regulatory Compliance.
AI process: 管理 AI Regulatory 合规.
Manage AI Regulatory Compliance
管理 AI Regulatory 合规
AI process: Manage AI Safety and Alignment.
AI process: 管理 AI 安全 and 对齐.
Manage AI Safety and Alignment
管理 AI 安全 and 对齐
AI process: Manage AI Bias and Fairness.
AI process: 管理 AI 偏见 and 公平性.
Manage AI Bias and Fairness
管理 AI 偏见 and 公平性
AI process: Manage AI Transparency and Explainability.
AI process: 管理 AI 透明度 and 可解释性.
Manage AI Transparency and Explainability
管理 AI 透明度 and 可解释性
Creating a strategic management responsibility for integrating finance, communication, marketing, and securities law compliance. Allow the most effective two-way communication among the organization, the financial community, and other constituencies. Enlist the investor relations function to provide market intelligence to corporate management.
Creating a strategic management responsibility for integrating finance, communication, marketing, and securities law 合规. Allow the most effective two-way communication among the organization, the financial community, and other constituencies. Enlist the investor relations function to provide market intelligence to corporate management.
Build investor relationships
构建 investor relationships
Creating and maintaining relationships with government and industry representatives.
Manage government and industry relationships
管理 government and industry relationships
Managing relations with quasi-governmental organizations, corporations, businesses, or any other agency that is treated by national laws and principles to be under the supervision of the government but also distinct and self-directed from the government.
Manage relations with quasi-government bodies
管理 relations with quasi-government bodies
Safeguarding the intellectual property of the organization. This process requires the organization to protect a wide variety of intellectual property created by it. This includes leveraging artificial intelligence(AI) to identify potential infringement of intellectual property and making sure employees are adhering to company policies around use of artificial intelligence(AI). It involves creating and managing non-disclosure agreements (NDAs), following up on current developments in the areas where the organization holds patents, tracking the use of the organization's copyrighted material, creating and upholding licensing terms, and administering policies for safeguarding intellectual property.
Safeguarding the intellectual property of the organization. This process requires the organization to protect a wide variety of intellectual property created by it. This includes leveraging 人工智能(AI) to identify potential infringement of intellectual property and making sure employees are adhering to company policies around use of 人工智能(AI). It involves creating and managing non-disclosure agreements (NDAs), following up on current developments in the areas where the organization holds patents, tracking the use of the organization's copyrighted material, creating and upholding licensing terms, and administering policies for safeguarding intellectual property.
Protect intellectual property
Defining and managing the organization's approach to governing business process management. Establish and manage tools to support the governance process. Assign ownership for all business processes. Perform activities to administer the governing process.
Defining and managing the organization's approach to governing business process management. 建立 and manage tools to support the 治理 process. Assign ownership for all business processes. Perform activities to administer the governing process.
Establish and maintain process management governance
建立 and maintain process management 治理
Identifying, selecting, and managing improvements. Based on the type and scope of the improvement, determination of the appropriate improvement methodology (e.g., Lean, Six Sigma, etc.) should guide the effort. This includes continuous improvement, process redesign, process reengineering, and application of the organizations approaches for Manage projects.
Identifying, selecting, and managing improvements. Based on the type and scope of the improvement, determination of the appropriate improvement methodology (e.g., Lean, Six Sigma, etc.) should guide the effort. This includes continuous improvement, process redesign, process reengineering, and application of the organizations approaches for 管理 projects.
Improve processes
ITIL V5 practice: Continual Improvement. Mapped to Develop and Manage Business Capabilities.
ITIL V5 practice: Continual Improvement. Mapped to 开发 and 管理 业务能力.
Continual Improvement
AI-era process group: AI Capabilities Development.
AI Capabilities Development
AI process: Assess AI Capability Maturity.
AI process: 评估 AI Capability 成熟度.
Assess AI Capability Maturity
评估 AI Capability 成熟度
AI process: Develop AI Knowledge and Skills.
AI process: 开发 AI Knowledge and Skills.
Develop AI Knowledge and Skills
开发 AI Knowledge and Skills
AI process: Manage AI-Assisted Decision Making.
AI process: 管理 AI-Assisted Decision Making.
Manage AI-Assisted Decision Making
管理 AI-Assisted Decision Making
AI process: Manage AI Innovation Pipeline.
AI process: 管理 AI 创新 流水线.
Manage AI Innovation Pipeline
管理 AI 创新 流水线
Managing investments, holdings, products, businesses, and brands, along with the related projects that together constitute a program.
Manage portfolio, program, and project
管理 portfolio, program, and project
Establishing, implementing, and managing business programs. Successfully handle related projects that together constitute a program. Establish the program structure and approach. Coordinate with stakeholders and partners. Execute the program. Assess and report the performance of the program. Coordinate and prioritize resources across projects. Manage links between the projects and the overall costs and risks of the program.
Establishing, implementing, and managing business programs. Successfully handle related projects that together constitute a program. 建立 the program structure and approach. 协调 with stakeholders and partners. 执行 the program. 评估 and report the 绩效 of the program. Coordinate and prioritize resources across projects. 管理 links between the projects and the overall costs and 风险s of the program.
Manage programs
管理 programs
Managing organizational attributes that are closely associated with the quality of output. Determine the quality requirements. Evaluate the correspondence between the quality performance and requirements. Manage non-conformance activities. Ensure implementation and maintenance of the enterprise quality management system.
Managing organizational attributes that are closely associated with the 质量 of output. Determine the 质量 requirements. 评估 the correspondence between the 质量 绩效 and requirements. 管理 non-conformance activities. Ensure implementation and maintenance of the enterprise 质量 management system.
Manage enterprise quality
管理 enterprise 质量
Developing controls for managing the quality of enterprise. Define the process steps for quality controls and the sampling plan. Identify the tools and methods to measure quality. Define the competencies required.
Developing controls for managing the 质量 of enterprise. 定义 the process steps for 质量 controls and the sampling plan. 识别 the tools and methods to measure 质量. Define the competencies required.
Develop quality controls
开发 质量 controls
Assessing the significance of the sample. Summarize the results of the test. Recommend improvement actions. Decide what steps to take next.
Assess results of tests
评估 results of tests
Defining and managing measurement and benchmarking. Measure and benchmark the performance of internal processes, as well as the organization as a whole.
Defining and managing measurement and benchmarking. Measure and benchmark the 绩效 of internal processes, as well as the organization as a whole.
Measure and benchmark
Identify the requirements for regulation and shareholders. Assess future risks and opportunities. Develop a policy for the EHS program. Record and manage EHS program events.
识别 the requirements for regulation and shareholders. 评估 future 风险s and opportunities. 开发 a policy for the EHS program. Record and manage EHS program events.
Develop EHS program
开发 EHS program
Identifying and describing new product or service thoughts based on organizational objectives/targets.
Generate and define new product/service ideas
Expanding on the marketplace analysis that took place earlier in the product development lifecycle by testing the market against offerings. The results from this in-depth analysis will help the organization finalize product/service characteristics and technical requirements and also identify any needed changes in the manufacturing and delivery processes that support market delivery. To prepare a detailed market study that accounts for any changes in the global environment, the organization may want to conduct a series of interviews, workshops, and focus groups with potential and existing customers.
Expanding on the marketplace analysis that took place earlier in the product development lifecycle by testing the market against offerings. The results from this in-depth analysis will help the organization finalize product/service characteristics and technical requirements and also identify any needed 变更s in the manufacturing and delivery processes that support market delivery. To prepare a detailed market study that accounts for any 变更s in the global environment, the organization may want to conduct a series of interviews, workshops, and focus groups with potential and existing customers.
Test market for new or revised products and services
测试 market for new or revised 产品和服务
Appraising market opportunities by quantifying and subjecting them to prioritization, as well as validation tests. Closely examine the market opportunities that have been identified by Perform customer and market intelligence analysis [10106]. Triangulate those opportunities to capitalize by finding a fit between identified opportunities and the composite of organizational capabilities and business strategy.
Appraising market opportunities by quantifying and subjecting them to prioritization, as well as validation tests. Closely examine the market opportunities that have been identified by Perform customer and market intelligence analysis [10106]. Triangulate those opportunities to capitalize by finding a fit between identified opportunities and the composite of organizational capabilities and business 战略.
Evaluate and prioritize market opportunities
评估 and prioritize market opportunities
Defining and overseeing the positioning, value proposition, and governance of brands to ensure a consistent identity, clear differentiation, and alignment with overall marketing direction and business objectives across markets and offerings.
Defining and overseeing the positioning, value proposition, and 治理 of brands to ensure a consistent identity, clear differentiation, and 对齐 with overall marketing direction and business objectives across markets and offerings.
Develop and manage brands
开发 and manage brands
Creating a pricing strategy and mechanism that aligns with the benefits of the products/services, as perceived by customers. Chart a strategic course and a methodology that can guide the pricing of products/services. Draw heavily from the customer value proposition, and balance the expectations of different divisions inside the organization, while delivering the maximum ROI.
Creating a pricing 战略 and mechanism that aligns with the benefits of the products/services, as perceived by customers. Chart a strategic course and a methodology that can guide the pricing of products/services. Draw heavily from the customer value proposition, and balance the expectations of different divisions inside the organization, while delivering the maximum ROI.
Define pricing strategy
定义 pricing 战略
Creating a budget for the organization's marketing efforts, in line with the business-wide strategic outlook. Create a plan to distribute resources for achieving the marketing strategy in light of the overall business strategy. Make cost assumptions; calculate the estimated total revenue from the marketing activities against the costs/expenses of these activities. Forecast the return on investment. Attribute costs to the appropriate marketing activities such as promotional campaigns, advertising, marketing communications, PR campaigns, personnel, and office space. Enlist the financial and marketing functions.
Creating a budget for the organization's marketing efforts, in line with the business-wide strategic outlook. 创建 a plan to distribute resources for achieving the marketing 战略 in light of the overall business 战略. Make cost assumptions; calculate the estimated total revenue from the marketing activities against the costs/expenses of these activities. 预测 the return on investment. Attribute costs to the appropriate marketing activities such as promotional campaigns, advertising, marketing communications, PR campaigns, personnel, and office space. Enlist the financial and marketing functions.
Establish marketing budgets
建立 marketing budgets
Creating, executing, and administering a strategic road map for packaging products/services. Determine how to package products/services into finished offerings that can be directly marketed to prospective customers. Consider physicality, perishability, and shelf-life. Develop a strategy for packaging products/services. Test alternatives. Collect feedback. Refine the option chosen for execution. Have marketing, product development, and supply chain functions work together to develop sound packaging.
Creating, executing, and administering a strategic road map for packaging products/services. Determine how to package products/services into finished offerings that can be directly marketed to prospective customers. Consider physicality, perishability, and shelf-life. 开发 a 战略 for packaging products/services. 测试 alternatives. 收集 feedback. Refine the option chosen for execution. Have marketing, product development, and 供应链 functions work together to develop sound packaging.
Develop and manage packaging strategy
开发 and manage packaging 战略
Developing a sales forecast for the organization's portfolio of offerings, bearing in mind the effect of promotional events, and fine-tuning these in the context of the new forecast. Estimate the future demand for the organization's products/services by analyzing historical information and any promotional activity.
Develop sales forecast
开发 sales forecast
Managing the organization's partners and alliances, with the objective of maximizing revenue. Train partners regarding the organization's portfolio of products/services. Craft sales forecasts. Examine their performance. Manage all data held by the organization on these partners.
Managing the organization's partners and alliances, with the objective of maximizing revenue. Train partners regarding the organization's portfolio of products/services. Craft sales forecasts. Examine their 绩效. 管理 all data held by the organization on these partners.
Manage sales partners and alliances
管理 sales partners and alliances
Instituting the constraints for planning of distribution process. Create a plan that specifies every element in the distribution process from the blueprint of the distribution centers to how and when the inventory would reach the distribution centers.
Instituting the constraints for planning of distribution process. 创建 a plan that specifies every element in the distribution process from the blueprint of the distribution centers to how and when the inventory would reach the distribution centers.
Establish distribution planning constraints
建立 distribution planning constraints
SCOR DS 14.0: Fulfill Return Excess Product (sFR3).
SCOR DS 14.0: 履约 Return Excess Product (sFR3).
Fulfill Return Excess Product
履约 Return Excess Product
Evaluating supplier options to select the most effective and efficient suppliers. Validate selected suppliers. Establish and manage supplier contracts.
Evaluating supplier options to select the most effective and efficient suppliers. 验证 selected suppliers. 建立 and manage supplier contracts.
Select suppliers and develop/maintain contracts
选择 suppliers and develop/maintain contracts
Collecting and analyzing new information in order to track and rate suppliers and build relationships.
Manage suppliers
管理 suppliers
SCOR DS 14.0: Source Stocked Product (sS1).
Source Stocked Product
SCOR DS 14.0: Source Make-to-Order Product (sS2).
Source Make-to-Order Product
SCOR DS 14.0: Source Engineer-to-Order Product (sS3).
Source Engineer-to-Order Product
SCOR DS 14.0: Manage SC Sustainability (sOr11).
SCOR DS 14.0: 管理 SC 可持续发展 (sOr11).
Manage SC Sustainability
管理 SC 可持续发展
Integrating different resources in the production process: material, personnel, equipment, robotics, etc. Includes automating and controlling the plant, performing advanced process control and real-time optimization. This activity also includes managing plant alarms and alerts.
Monitor and optimize production process
监控 and optimize production process
SCOR DS 14.0: Fulfill Make-to-Order Product (sF2).
SCOR DS 14.0: 履约 Make-to-Order Product (sF2).
Fulfill Make-to-Order Product
履约 Make-to-Order Product
Determining if a returned product can be salvaged or repaired. Salvage or repair is dependent upon the product, the condition of the product, or the availability of a like item.
Determining if a returned product can be salvaged or repaired. Salvage or repair is dependent upon the product, the condition of the product, or the 可用性 of a like item.
Manage disposition of returned products
管理 disposition of returned products
Creating a plan that specifies the schedule and system for transportation and delivery of the outbound products, as well as tracking the performance of the carrier delivery system. Conduct vehicle management and processing of all carrier-related documents.
Creating a plan that specifies the schedule and system for transportation and delivery of the outbound products, as well as tracking the 绩效 of the carrier delivery system. 开展 vehicle management and processing of all carrier-related documents.
Operate outbound transportation
Validating specific service requirements for individual customers. Determine and schedule resource to fulfill these requirements. Provide service to specific individual customers. Ensure the quality of service delivery.
Validating specific service requirements for individual customers. Determine and schedule resource to 履约 these requirements. 提供 service to specific individual customers. Ensure the 质量 of service delivery.
Deliver last mile delivery services
Guaranteeing the quality of service provided to customers. Identify the successful and unsuccessful orders along with the service failures. Collect customer feedback. Process the feedback to ensure the quality of service in the future.
Guaranteeing the 质量 of service provided to customers. 识别 the successful and unsuccessful orders along with the service failures. 收集 customer feedback. 处理 the feedback to ensure the 质量 of service in the future.
Ensure quality of last mile delivery
Ensure 质量 of last mile delivery
SCOR DS 14.0: Order Stocked Product (sO1).
Order Stocked Product
SCOR DS 14.0: Order Make-to-Order Product (sO2).
Order Make-to-Order Product
SCOR DS 14.0: Source Return Defective Product (sSR1).
Source Return Defective Product
SCOR DS 14.0: Source Return MRO Product (sSR2).
Source Return MRO Product
SCOR DS 14.0: Source Return Excess Product (sSR3).
Source Return Excess Product
SCOR DS 14.0: Fulfill Return Defective Product (sFR1).
SCOR DS 14.0: 履约 Return Defective Product (sFR1).
Fulfill Return Defective Product
履约 Return Defective Product
SCOR DS 14.0: Fulfill Return MRO Product (sFR2).
SCOR DS 14.0: 履约 Return MRO Product (sFR2).
Fulfill Return MRO Product
履约 Return MRO Product
Establishing service delivery governance through a system that manages performance, development, and direction. Allow for customer feedback on delivery satisfaction.
Establishing service delivery 治理 through a system that manages 绩效, development, and direction. Allow for customer feedback on delivery satisfaction.
Establish service delivery governance
建立 service delivery 治理
Creating and administering the workforce deployed for the customer service process. Forecast the customer workforce needs to correctly schedule the workforce. Track the utility of the workforce deployed. Examine the interactions between the customer and customer service representatives to achieve high quality.
Creating and administering the workforce deployed for the 客户服务 process. 预测 the customer workforce needs to correctly schedule the workforce. 跟踪 the utility of the workforce deployed. Examine the interactions between the customer and 客户服务 representatives to achieve high 质量.
Plan and manage customer service workforce
规划 and manage 客户服务 workforce
Assigning post-sales policies and paying claims on purchased products. This is a process that is an administrative function focused on creating rules (claim codes). This group ensures that claims are valid and are processed quickly. As well as to quickly determine responsibility for claim settlement.
Service products after sales
Service products
Ensure quality of service
Ensure 质量 of service
Supervising the HR and workforce strategy, plans, and policies in order to refurbish them whenever needed. Determine the performance of HR and workforce plans and policies by measuring the objective achievement rate and its contribution to the overall business strategy. Ensure that information about these plans and strategies is effectively communicated to various stakeholders. Incorporate any suggestions by these stakeholders when revising HR and workforce plans and policies.
Supervising the HR and workforce 战略, plans, and policies in order to refurbish them whenever needed. Determine the 绩效 of HR and workforce plans and policies by measuring the objective achievement rate and its contribution to the overall business 战略. Ensure that information about these plans and strategies is effectively communicated to various stakeholders. Incorporate any suggestions by these stakeholders when revising HR and workforce plans and policies.
Monitor and update HR strategies, plans, and policies
监控 and update HR strategies, plans, and policies
Evaluating and selecting potential employees through interviews, tests, etc.
Screen and select candidates
Creating and maintaining a system for managing the information of applicants. Create records for all candidates who apply. Maintain and track information through the use applicant-tracking systems.
Creating and maintaining a system for managing the information of applicants. 创建 records for all candidates who apply. 维护 and track information through the use applicant-tracking systems.
Manage applicant information
管理 applicant information
Defining individual performance objectives. Review performance in order to provide appraisals. Evaluate the efficiency and effectiveness of the current performance program. Update it regularly.
Defining individual 绩效 objectives. 审查 绩效 in order to provide appraisals. 评估 the efficiency and effectiveness of the current 绩效 program. Update it regularly.
Manage employee performance
管理 employee 绩效
Establishing employee development guidelines. Lay out career paths and plans for individual employees. Manage the development of their skills to enhance their skills, ability, and knowledge.
Establishing employee development guidelines. Lay out career paths and plans for individual employees. 管理 the development of their skills to enhance their skills, ability, and knowledge.
Manage employee career development
管理 employee career development
Establishing plans to ensure continuity in critical roles by identifying potential successors and preparing them for future leadership or specialist positions.
Establish succession plans
建立 succession plans
Managing identified training programs for employees. Engage with industries to provide certifications, administer certification test, and maintain active certification.
Managing identified 训练 programs for employees. Engage with industries to provide certifications, administer certification test, and maintain active certification.
Manage examinations and certifications
管理 examinations and certifications
Managing and ensuring benefits enrollment by the employees. Process any benefit claims made by the employees. Balance the estimated amount and entitled amount of benefits.
Managing and ensuring benefits enrollment by the employees. 处理 any benefit claims made by the employees. 平衡 the estimated amount and entitled amount of benefits.
Manage and administer benefits
管理 and administer benefits
Managing the process of employee separation, including leaves of absence, resignations, discharges, and layoffs. Inform the employee of the termination. Complete paperwork for continuation of benefits. Enter employment status change into system.
Managing the process of employee separation, including leaves of absence, resignations, discharges, and layoffs. Inform the employee of the termination. Complete paperwork for continuation of benefits. Enter employment status 变更 into system.
Manage separation
管理 separation
Identifying changing needs of staff dependent on information technology based on continuous improvement to deliver results according to organizational goals. This is inclusive of all forms of new and evolving technology such as artificial intelligence (AI).
Identifying changing needs of staff dependent on 信息技术 based on continuous improvement to deliver results according to organizational goals. This is inclusive of all forms of new and evolving technology such as 人工智能 (AI).
Identify IT customer transformation needs
识别 IT customer 转化ation needs
Proactively manage IT service levels against IT customer requirements.
Proactively manage IT 服务水平s against IT customer requirements.
Analyze service performance
分析 service 绩效
AI process: Manage AIOps.
AI process: 管理 AIOps.
Manage AIOps
管理 AIOps
AI process: Manage Robotic Process Automation.
AI process: 管理 Robotic 处理 自动化.
Manage Robotic Process Automation
管理 Robotic 处理 自动化
AI process: Manage Data Science Workflows.
AI process: 管理 数据科学 工作流s.
Manage Data Science Workflows
管理 数据科学 工作流s
AI process: Manage AI Infrastructure.
AI process: 管理 AI 基础设施.
Manage AI Infrastructure
管理 AI 基础设施
Outlining and maintaining the organization's IT architecture. Establish the IT architecture definition and framework. Ensure the relevance of IT. Create and confirm the approach for IT maintenance. Create rules and regulations to guide IT architecture. Authenticate and finalize all IT related research and innovation that takes place within the organization.
Outlining and maintaining the organization's IT architecture. 建立 the IT architecture definition and framework. Ensure the relevance of IT. 创建 and confirm the approach for IT maintenance. Create rules and regulations to guide IT architecture. Authenticate and finalize all IT related research and 创新 that takes place within the organization.
Define and maintain enterprise architecture
定义 and maintain enterprise architecture
Creating and establishing the value portfolio. Defining, analyzing, and examining the value of projects, investments, and activities of the IT function.
Manage IT value portfolio
管理 IT value portfolio
Developing resilience strategies across IT and cybersecurity functions to proactively avoid risks and disruptions. Identify critical risks, prioritize them based on business needs, and establish mitigation approaches to ensure the organization’s ability to adapt and recover from cyber and IT-related threats.
Developing resilience strategies across IT and cyber安全 functions to proactively avoid 风险s and disruptions. 识别 critical 风险s, prioritize them based on business needs, and establish mitigation approaches to ensure the organization’s ability to adapt and recover from cyber and IT-related threats.
Develop IT resilience strategy
开发 IT resilience 战略
ITIL V5 practice: Information Security Management. Mapped to Develop and manage IT resilience and risk.
ITIL V5 practice: Information 安全 Management. Mapped to 开发 and manage IT resilience and 风险.
Information Security Management
Information 安全 Management
Creating strategies to manage the organization's information and content. Outline the architecture for information. Administer information resources. Administer the management of data and content.
Creating strategies to manage the organization's information and 内容. Outline the architecture for information. Administer information resources. Administer the management of data and 内容.
Manage information
管理 information
Creating strategies to administer information and content. Understand the needs of the organization for information and content management. Realize the role of IT services for implementing the overall business strategy. Assess the implications of new technologies for managing information and content. Identify and prioritize the most effective and efficient actions for managing information and content.
Creating strategies to administer information and 内容. Understand the needs of the organization for information and 内容管理. Realize the role of IT services for implementing the overall business 战略. 评估 the implications of new technologies for managing information and 内容. 识别 and prioritize the most effective and efficient actions for managing information and 内容.
Manage business information
管理 business information
ITIL V5 practice: Change Enablement. Mapped to Deploy services/solutions.
ITIL V5 practice: 变更 Enablement. Mapped to 部署 services/solutions.
Change Enablement
变更 Enablement
ITIL V5 practice: Release Management. Mapped to Deploy services/solutions.
ITIL V5 practice: 发布 Management. Mapped to 部署 services/solutions.
Release Management
发布 Management
ITIL V5 practice: Monitoring and Event Management. Mapped to Create and manage support services/solutions.
ITIL V5 practice: 监控 and Event Management. Mapped to 创建 and manage support services/solutions.
Monitoring and Event Management
监控 and Event Management
ITIL V5 practice: Problem Management. Mapped to Create and manage support services/solutions.
ITIL V5 practice: 问题 Management. Mapped to 创建 and manage support services/solutions.
Problem Management
问题 Management
ITIL V5 practice: Service Level Management. Mapped to Create and manage support services/solutions.
ITIL V5 practice: 服务水平 Management. Mapped to 创建 and manage support services/solutions.
Service Level Management
服务水平 Management
Deciding which expenses can be avoided to reduce some costs and increase revenues. Plan and control the organization's budget to forecast future expenditures.
Deciding which expenses can be avoided to reduce some costs and increase revenues. 规划 and control the organization's budget to forecast future expenditures.
Perform cost management
Managing cash collections and disbursements made by operating units across the enterprise. When appropriate, transfer cash from the operating units to parent-level bank accounts managed by the organization's treasury team.
Manage international funds/consolidation
管理 international funds/consolidation
Preparing a project finance report to solicit approvals in capital projects. Prepare budgets for projects that require heavy investments. Report on project finances to solicit approvals from management.
Preparing a project finance report to solicit approvals in capital projects. 准备 budgets for projects that require heavy investments. 报告 on project finances to solicit approvals from management.
Perform capital planning and project approval
Handling risks arising from changes in the interest rate.
Handling 风险s arising from 变更s in the interest rate.
Manage interest rate risk
管理 interest rate 风险
Taking care of exposure risks. Maintain financial investments in particular investments or a portfolios that could be risky for the organization.
Taking care of exposure 风险s. 维护 financial investments in particular investments or a portfolios that could be 风险y for the organization.
Manage exposure risk
管理 exposure 风险
Reporting on internal controls compliance to the appropriate authority, including IT regulations and pertinent data.
Reporting on internal controls 合规 to the appropriate authority, including IT regulations and pertinent data.
Report on internal controls compliance
报告 on internal controls 合规
Relating to the design, construction, acquisition, and management of both productive and non-productive assets.
Relating to the design, construction, acquisition, and management of both productive and non-productive 资产.
Acquire, Construct, and Manage Assets
获取、建设和管理资产
Planning, acquiring, and managing facilities, workspaces, and supporting assets. Acquire, configure, and manage facilities and workspaces, to include supporting equipment and materials.
Planning, acquiring, and managing facilities, workspaces, and supporting 资产. Acquire, configure, and manage facilities and workspaces, to include supporting equipment and materials.
Plan and acquire assets
规划 and acquire 资产
Recognizing the needs of facility users in order to construct a project proposal that meets those needs.
Plan facility
规划 facility
Outlining the steps and strategies needed to construct assets. Verify that all regulations are adhered to and that all permissions have been granted. Organize and plan for resources to complete construction.
Outlining the steps and strategies needed to construct 资产. 验证 that all regulations are adhered to and that all permissions have been granted. Organize and plan for resources to complete construction.
Design and plan asset construction
设计 and plan asset construction
Arranging a timetable for which to perform construction work. Schedule resources to contract assets for new or replacement assets. Reschedule or redesign assets if needed.
Arranging a timetable for which to perform construction work. 调度 resources to contract 资产 for new or replacement 资产. Reschedule or redesign 资产 if needed.
Schedule and perform construction work
调度 and perform construction work
Overseeing the performance and quality of work. Assure that records are maintained throughout the construction process. Adhere to all safety, security, and access regulations set forth by the organization and all government standards.
Overseeing the 绩效 and 质量 of work. Assure that records are maintained throughout the construction process. Adhere to all 安全, 安全, and access regulations set forth by the organization and all government standards.
Manage asset construction
管理 asset construction
Engaging in all aspects of asset maintenance. Ensure that all assets are functioning properly and to all specified codes and regulations where applicable. Maintenance includes all preventative, routine, and corrective activates.
Engaging in all aspects of asset maintenance. Ensure that all 资产 are functioning properly and to all specified codes and regulations where applicable. Maintenance includes all preventative, routine, and corrective activates.
Perform asset maintenance
Creating an agenda for the rules and regulations of enterprise risk that deal with hazardous, financial, operational, and strategic risks. This is inclusive of all forms of new and evolving technology such as artificial intelligence (AI).
Creating an agenda for the rules and regulations of 企业风险 that deal with hazardous, financial, operational, and strategic 风险s. This is inclusive of all forms of new and evolving technology such as 人工智能 (AI).
Establish the enterprise risk framework and policies
建立 the 企业风险 framework and policies
Including the processes required to rapidly adapt and respond to any internal or external opportunity, demand, disruption, or threat. Develop a more dynamic, strategic, and integrated approach to managing compliance obligations.
Including the processes required to rapidly adapt and respond to any internal or external opportunity, demand, disruption, or threat. 开发 a more dynamic, strategic, and integrated approach to managing 合规 obligations.
Manage business resiliency
管理 business 弹性
AI-era process group: AI Governance and Ethics.
AI-era process group: AI 治理 and 伦理.
AI Governance and Ethics
AI 治理 and 伦理
Managing a public relations programs through business and communications skills.
Manage public relations program
管理 public relations program
Establishing and administering governance for management of the processes. Outline and manage the frameworks for management of the processes. Define the business processes. Administer the performance of the processes. Enhance the business processes.
Establishing and administering 治理 for management of the processes. Outline and manage the frameworks for management of the processes. 定义 the business processes. Administer the 绩效 of the processes. Enhance the business processes.
Manage business processes
管理 business processes
Outlining and establishing the business processes of the organization. Scope, analyze, map, and publish processes for the employees who may require it.
Define processes
定义 processes
Developing sustainability (ESG) capabilities for the organization. Understand and communicate legal, regulatory, and social/environmental requirements. Establish policies, objectives, guidelines and approaches for ESG efforts and reporting.
Developing 可持续发展 (ESG) capabilities for the organization. Understand and communicate legal, regulatory, and social/environmental requirements. 建立 policies, objectives, guidelines and approaches for ESG efforts and reporting.
Develop sustainability capability
开发 可持续发展 capability
Determining essential activities, processes, and attributes for securing enterprise quality. Outline critical characteristics for quality. Outline activities encouraging the preservation of quality. Create quality controls. Confirm capabilities in accordance with quality requirements. Finalize the plan for quality maintenance.
Determining essential activities, processes, and attributes for securing enterprise 质量. Outline critical characteristics for 质量. Outline activities encouraging the preservation of 质量. 创建 质量 controls. Confirm capabilities in accordance with 质量 requirements. Finalize the plan for 质量 maintenance.
Establish quality requirements
建立 质量 requirements
Handling any nonconformance activities or events. Assess the potential impact of the nonconformity. Decide the immediate actions to take. Identify the root causes. Take corrective or preventive action. Ensure future conformance.
Handling any nonconformance activities or events. 评估 the potential impact of the nonconformity. Decide the immediate actions to take. 识别 the root causes. Take corrective or preventive action. Ensure future conformance.
Manage non-conformance
管理 non-conformance
Planning, designing, and implementing the change. Ensure improvement in the change process.
Planning, designing, and implementing the 变更. Ensure improvement in the 变更 process.
Manage change
管理 变更
Effectuating the change within the desired impact areas of the organization. Ensure adequate commitment from all corners of the organization for the desired change. Create support structures. Refashion all processes deemed necessary. Observe the progress.
Effectuating the 变更 within the desired impact areas of the organization. Ensure adequate commitment from all corners of the organization for the desired 变更. 创建 support structures. Refashion all processes deemed necessary. Observe the progress.
Implement change
实施 变更
Creating and administering the capability of the organization's knowledge management function. Develop a strategy for knowledge management. Assess capabilities of the knowledge management function.
Creating and administering the capability of the organization's 知识管理 function. 开发 a 战略 for 知识管理. 评估 capabilities of the 知识管理 function.
Develop and manage enterprise-wide knowledge management (KM) capability
开发 and manage enterprise-wide 知识管理 (KM) capability
Creating knowledge bases and other repositories to preserve and develop company expertise, and to train new employees.
Design and implement KM capabilities
设计 and implement KM capabilities
Comparing organizational performance internally or externally with other organizations.
Comparing organizational 绩效 internally or externally with other organizations.
Benchmark performance
Benchmark 绩效
Detailing practices and procedures related to the concept of developing and managing products and services. These are reflected in the process groups Govern and manage product/service development program [19696], Generate and define new product/service ideas [19698], and Develop products and services [10062].
Detailing practices and procedures related to the concept of developing and managing 产品和服务. These are reflected in the process groups 治理 and manage product/service development program [19696], Generate and define new product/service ideas [19698], and 开发 产品和服务 [10062].
Develop and Manage Products and Services
开发与管理产品和服务
Supervising the complete product/service program from innovation until its commercial success. Meeting the customer demand and expectations. Conduct further development and innovation pertaining to business goals.
Supervising the complete product/service program from 创新 until its commercial success. Meeting the customer demand and expectations. 开展 further development and 创新 pertaining to business goals.
Govern and manage product/service development program
治理 and manage product/service development program
Manage the introduction and withdrawal of products/services. Administer associated changes, namely measuring the performance of new solution offerings and the revision of master files in the archives.
管理 the introduction and withdrawal of products/services. Administer associated 变更s, namely measuring the 绩效 of new solution offerings and the revision of master files in the archives.
Manage product and service life cycle
管理 product and service life cycle
Determining the attributes necessary to protect and safeguard intellectual assets, maximize the value of IP assets through streamlined process, and collaboration between departments. Focus on needs to safeguard, critical assets, and assets' value.
Determining the attributes necessary to protect and safeguard intellectual 资产, maximize the value of IP 资产 through streamlined process, and collaboration between departments. Focus on needs to safeguard, critical 资产, and 资产' value.
Manage patents, copyrights, and regulatory requirements
管理 patents, copyrights, and regulatory requirements
Producing and defining ideologies for new product/service offerings.
Generate new product/service concepts
Developing new products/services from scratch, including all activities associated with the design, prototyping, evaluation, and market testing of these planned offerings.
Develop products and services
开发 产品和服务
Devising business plans and procedures for manufacturing/operations/production and delivery of services offered by the organization. Further in general terms the total amount of output that the manufacturing department is responsible to produce for each period.
Prepare for production/service delivery
准备 for production/service delivery
Determining the exact terms and conditions under which specific warranties apply to certain goods or services.
Define warranty claims
定义 warranty claims
Monitoring marketing and distribution efforts of all channels individually and as a network. Re-distribute or add resources to channels that perform better than expected. Purge or consolidate under-performing channels, and find more promising replacements.
监控 marketing and distribution efforts of all channels individually and as a network. Re-distribute or add resources to channels that perform better than expected. Purge or consolidate under-performing channels, and find more promising replacements.
Analyze and manage channel performance
分析 and manage channel 绩效
Creating and managing a customer loyalty program. The loyalty program is a key part of marketing, with an elaborate strategy and process for acquiring, retaining, and engaging with members. Members are engaged and acquainted to the loyalty program, thus growing relationship and adding value through the program.
Creating and managing a customer loyalty program. The loyalty program is a key part of marketing, with an elaborate 战略 and process for acquiring, retaining, and engaging with members. Members are engaged and acquainted to the loyalty program, thus growing relationship and adding value through the program.
Design and manage customer loyalty program
设计 and manage customer loyalty program
Collating all customer-centered metrics. The objective is to create a big-picture view of the customers' mindset and their behavior pertaining to the organization's offerings.
Track customer management measures
跟踪 customer management measures
Reviewing and responding to customer feedback. Create tickets to initiate bug fixes or to propose feature updates. Monitor and track progress.
Reviewing and responding to customer feedback. 创建 tickets to initiate bug fixes or to propose feature updates. 监控 and track progress.
Analyze and respond to customer insight
分析 and respond to customer insight
Developing concrete plans for guiding and providing support to the sales function. Chart a road map for the sales function, including an analysis of historical sales data to create forecasts for anticipated sales, forming sales targets, forging partnerships with other economic agents to boost sales, devising a budget for this function, and determining metrics to measure customer management activities as well as progress in achieving sales targets.
Develop sales strategy
开发 sales 战略
Managing the entire sales process, from using leads to open sales to closing sales and creating records. Govern all sales activities. Make sales calls based on leads and preparatory work (drafting terms of the sale, creating proposals, suggesting prices, etc.). Close the sale, along with any administrative activities related to data entry and the processing of the sale.
Managing the entire sales process, from using leads to open sales to closing sales and creating records. 治理 all sales activities. Make sales calls based on leads and preparatory work (drafting terms of the sale, creating proposals, suggesting prices, etc.). 关闭 the sale, along with any administrative activities related to data entry and the processing of the sale.
Manage customer sales calls
管理 customer sales calls
Managing the customer's expectations, with the intent of responsibly increasing the sale of the organization's products/services. Create a systematic method for governing sales, using sales forecasts and customer management measures. Develop a blueprint to manage relationships with customers and the data it holds on them, as well as the sale of its products/services to these customers. Devise a recipe for handling the organization's key customers in order to manage their expectations with tact and responsibility while maximizing revenue.
Managing the customer's expectations, with the intent of responsibly increasing the sale of the organization's products/services. 创建 a systematic method for governing sales, using sales forecasts and customer management measures. 开发 a blueprint to manage relationships with customers and the data it holds on them, as well as the sale of its products/services to these customers. Devise a recipe for handling the organization's key customers in order to manage their expectations with tact and responsibility while maximizing revenue.
Manage customers and accounts
管理 customers and accounts
SCOR DS 14.0: Transform Make-to-Order (sT2).
SCOR DS 14.0: 转化 Make-to-Order (sT2).
Transform Make-to-Order
转化 Make-to-Order
SCOR DS 14.0: Transform Engineer-to-Order (sT3).
SCOR DS 14.0: 转化 Engineer-to-Order (sT3).
Transform Engineer-to-Order
转化 Engineer-to-Order
SCOR DS 14.0: Fulfill Retail Product (sF4).
SCOR DS 14.0: 履约 Retail Product (sF4).
Fulfill Retail Product
履约 Retail Product
Creating and executing a strategy for all the internal activities related to the flow/transfer of inbound materials. This process includes planning inbound material receipts, managing inbound material flow, monitoring inbound delivery performance, managing the flow of returned products, controlling the quality of returned parts, and salvaging or repairing returned products.
Creating and executing a 战略 for all the internal activities related to the flow/transfer of inbound materials. This process includes planning inbound material receipts, managing inbound material flow, 监控 inbound delivery 绩效, managing the flow of returned products, controlling the 质量 of returned parts, and salvaging or repairing returned products.
Plan and manage inbound material flow
规划 and manage inbound material flow
SCOR DS 14.0: Fulfill Stocked Product (sF1).
SCOR DS 14.0: 履约 Stocked Product (sF1).
Fulfill Stocked Product
履约 Stocked Product
Offering services to customers. This is the act of providing service delivery as a core business practice and covers identifying strategies for performing service delivery, managing resources, and delivering services to the customer.
Deliver Services
交付服务
Obtaining customer complaints online or by phone. Direct these complaints to higher-level representatives as appropriate. Resolve them. Respond to customers.
Obtaining customer complaints online or by phone. Direct these complaints to higher-level representatives as appropriate. 解决 them. Respond to customers.
Manage customer complaints
管理 customer complaints
Executing investigational and analysis of warranty claims. This involves notification and definition of a warranty issue, includes the scheduling of a field service agent to perform further investigation; the request and receipt of defective parts; and diagnosis/root cause analysis. This concludes with the receipt of the result and recommendation for corrective action.
Investigate warranty issues
Calculating and assessing the operational activities of the customer service function. Evaluation is achieved through the customer requests/inquiries handling process, the customer complaint handling process, and product and services quality. Examine activities to ensure high levels of customer service.
Calculating and assessing the operational activities of the 客户服务 function. Evaluation is achieved through the customer requests/inquiries handling process, the customer complaint handling process, and product and services 质量. Examine activities to ensure high levels of 客户服务.
Evaluate customer service operations and customer satisfaction
评估 客户服务 operations and customer satisfaction
Calculating satisfaction levels of customers with products/services. Obtain customer feedback on products/services, as well as the effectiveness of the advertising campaigns. Examine this information to reach meaningful conclusions, which could then be used to enhance the customer service operations.
Calculating satisfaction levels of customers with products/services. Obtain customer feedback on products/services, as well as the effectiveness of the advertising campaigns. Examine this information to reach meaningful conclusions, which could then be used to enhance the 客户服务 operations.
Measure customer satisfaction with products and services
Measure customer satisfaction with 产品和服务
Assessing the cost and effectiveness of warranties.
Evaluate and manage warranty performance
评估 and manage warranty 绩效
Creating strategies for the HR function. Create and implement strategies for managing the work force. Supervise and enhance the strategies, plans, and policies supporting the HR function. Developing models for managing competency levels of the HR of the organization.
Creating strategies for the HR function. 创建 and implement strategies for managing the work force. Supervise and enhance the strategies, plans, and policies supporting the HR function. Developing 模型s for managing competency levels of the HR of the organization.
Develop and manage human resources (HR) planning, policies, and strategies
开发 and manage 人力资源 (HR) planning, policies, and strategies
Evaluating the current and future skill requirements of the organization with regard to the overall corporate strategy of the organization and market conditions. Identify and establish the minimum skills needed for the requisite HR needs.
Evaluating the current and future skill requirements of the organization with regard to the overall corporate 战略 of the organization and market conditions. 识别 and establish the minimum skills needed for the requisite HR needs.
Perform strategic workforce planning
Determining and handling employee requirements. Recruit or source the candidates as per the requirements. Screen and select the most appropriate candidates. Take care of the newly hired and re-hired employees. Maintain records of information for all applicants.
Determining and handling employee requirements. Recruit or source the candidates as per the requirements. Screen and select the most appropriate candidates. Take care of the newly hired and re-hired employees. 维护 records of information for all applicants.
Recruit, source, and select employees
Assisting employees in developing their capabilities, and providing them counseling services. Handle the orientation and deployment of the employees. Administer the performance of employees. Administer the development and enhancement of the employees. Provide training and development programs for employees.
Assisting employees in developing their capabilities, and providing them counseling services. Handle the orientation and 部署 of the employees. Administer the 绩效 of employees. Administer the development and enhancement of the employees. 提供 训练 and development programs for employees.
Manage employee onboarding, training, and development
管理 employee onboarding, 训练, and development
Assisting general management in developing, maintaining, and improving employee relationships. This is accomplished through communication, performance management, processing grievances, and/or dispute. Interpret and convey organizational policies.
Assisting general management in developing, maintaining, and improving employee relationships. This is accomplished through communication, 绩效 management, processing grievances, and/or dispute. Interpret and convey organizational policies.
Manage employee relations
管理 employee relations
Creating frameworks for rewarding and recognizing employees with the objective of retaining them. Create and manage programs for provision of rewards, recognition, and motivation. Manage and administer the benefits for employees. Help assist and retain employees. Administer payroll to employees.
Creating frameworks for rewarding and recognizing employees with the objective of retaining them. 创建 and manage programs for provision of rewards, recognition, and motivation. 管理 and administer the benefits for employees. Help assist and retain employees. Administer payroll to employees.
Reward and retain employees
Understand, develop, and gather workforce data in support of stakeholder requirements.
Develop workforce analytics
开发 workforce analytics
Create and design an organized and curated collection of all IT-related services that can be performed by, for, or within the organization. Maintain and convey information about deliverables, prices, contact points, and processes for requesting an information technology service.
创建 and design an organized and curated collection of all IT-related services that can be performed by, for, or within the organization. 维护 and convey information about deliverables, prices, contact points, and processes for requesting an 信息技术 service.
Plan and communicate IT services
规划 and communicate IT services
Managing the IT relationship with its customers by systematically coordinating interactions over multiple touch points on a regular basis. Coordinate the IT's efforts to reach out to its customers, which include emails, social-media interactions, newsletters, and direct conversations.
Managing the IT relationship with its customers by systematically coordinating interactions over multiple touch points on a regular basis. 协调 the IT's efforts to reach out to its customers, which include emails, social-media interactions, newsletters, and direct conversations.
Manage IT customer relationships
管理 IT customer relationships
AI process: Manage LLMOps.
AI process: 管理 LLMOps.
Manage LLMOps
管理 LLMOps
Evaluate and analyze the IT environment for the compliance of industry regulations and government legislation. Ensure that IT capability and resources meet the set standards.
评估 and analyze the IT environment for the 合规 of industry regulations and government legislation. Ensure that IT capability and resources meet the set standards.
Conduct and analyze IT compliance assessments
开展 and analyze IT 合规 assessments
Creating strategies to manage the organization's information and content. Outline the architecture for information collection and communication. Administer information resources, data management and content.
Creating strategies to manage the organization's information and 内容. Outline the architecture for information collection and communication. Administer information resources, data management and 内容.
Define and maintain business information architecture
定义 and maintain business information architecture
Executing life-cycle planning for IT services and solutions. Develop new requirements and feature-function enhancements. Create and design a life cycle plan that addresses the current and future state of IT services and solutions.
Executing life-cycle planning for IT services and solutions. 开发 new requirements and feature-function enhancements. 创建 and design a life cycle plan that addresses the current and future state of IT services and solutions.
Manage service/solution lifecycle planning
管理 service/solution lifecycle planning
Executing IT service/solution maintenance lifecycle in order to reduce maintenance costs and increase reliability of IT infrastructure concerning service/solution related problems.
Executing IT service/solution maintenance lifecycle in order to reduce maintenance costs and increase reliability of IT 基础设施 concerning service/solution related 问题s.
Execute IT service/solution maintenance lifecycle
执行 IT service/solution maintenance lifecycle
Defining and establishing strategy for delivering IT services and solutions to the users. Design an IT service delivery model that defines the processes and procedures needed to deliver the IT services and solutions.
Defining and establishing 战略 for delivering IT services and solutions to the users. 设计 an IT service delivery 模型 that defines the processes and procedures needed to deliver the IT services and solutions.
Define and establish service delivery strategy
定义 and establish service delivery 战略
ITIL V5 practice: Incident Management. Mapped to Create and manage support services/solutions.
ITIL V5 practice: 事件 Management. Mapped to 创建 and manage support services/solutions.
Incident Management
事件 Management
Developing and managing the resources required for administration of infrastructure. Manage the IT inventory and assets to meet organization's IT resource capacity.
Developing and managing the resources required for administration of 基础设施. 管理 the IT inventory and 资产 to meet organization's IT resource 容量.
Develop and manage infrastructure resource planning
开发 and manage 基础设施 resource planning
Determining different stages of the planning process and accounting. Classify, determine, analyze, interpret, and communicate information to make up-to-date business decisions for better management and control functions.
Perform planning and management accounting
Allocating funds to meet future and current financial goals. Led by the chief financial officer, have the finance function plan, budget, and forecast in order to determine and describe long and short-term financial goals.
Perform planning/budgeting/forecasting
Preparing detailed reports of customer purchases. Prepare a commercial document between the seller and customer with details about transaction. Detail the quantity purchased, price of products/services, date, parties involved, unique invoice number, and tax information.
Preparing detailed reports of customer purchases. 准备 a commercial document between the seller and customer with details about transaction. Detail the quantity purchased, price of products/services, date, parties involved, unique invoice number, and tax information.
Invoice customer
Processing payments due from customers. This includes all processing of funds received, whether by check or electronically. This does not include the generation of invoices.
Process accounts receivable (AR)
处理 accounts receivable (AR)
Making statements about business activities and functions. Prepare financial statements (balance sheet, income statement, statement of cash flows, and statement of stockholders' equity) according to accounting concepts and principles.
Making statements about business activities and functions. 准备 financial statements (balance sheet, income statement, statement of cash flows, and statement of stockholders' equity) according to accounting concepts and principles.
Perform general accounting and reporting
Creating procedures to perform general accounting and reporting. Follow the rules and regulations made for a particular process in the business. Publish accounting policies.
Creating procedures to perform general accounting and reporting. Follow the rules and regulations made for a particular process in the business. 发布 accounting policies.
Manage financial policies and procedures
管理 financial policies and procedures
Accounting for large-scale and large-cost investments. Manage and account for ongoing activities related to capital projects, including setting up new projects, recording project transactions, monitoring and tracking spending, closing and capitalizing projects, and measuring the financial returns on completed projects.
Accounting for large-scale and large-cost investments. 管理 and account for ongoing activities related to capital projects, including setting up new projects, recording project transactions, 监控 and tracking spending, closing and capitalizing projects, and measuring the financial returns on completed projects.
Perform capital project accounting
Recording the reporting time of employees on-site. Track working days, salary calculations, holidays taken, number of hours spend in the office, billing hours, etc.
Recording the reporting time of employees on-site. 跟踪 working days, salary calculations, holidays taken, number of hours spend in the office, billing hours, etc.
Report time
报告 time
Deducting and paying taxes from employees' salaries.
Manage and process payroll taxes
管理 and process payroll taxes
Processing reimbursements to employees for the expenses incurred during the course of business. Approve and process advancements and reimbursements for employee expenses on the organization's behalf. Capture and report relevant tax data and manage personal accounts.
Processing reimbursements to employees for the expenses incurred during the course of business. Approve and process advancements and reimbursements for employee expenses on the organization's behalf. 采集 and report relevant tax data and manage personal accounts.
Process expense reimbursements
处理 expense reimbursements
Taking care of foreign-exchange risks.
Taking care of foreign-ex变更 风险s.
Manage foreign exchange risk
管理 foreign ex变更 风险
Implementing hedging strategy in attempt to alleviate risk. This will include all options, depravities, and futures contracts agreed upon in Develop risk management/hedging strategy [12974].
Implementing hedging 战略 in attempt to alleviate 风险. This will include all options, depravities, and futures contracts agreed upon in 开发 风险 management/hedging 战略 [12974].
Execute hedging transactions
执行 hedging transactions
Forming rules and regulations to ensure the achievement of effectiveness, proficiency of operations, and reliability of financial reporting.
Establish internal controls, policies, and procedures
建立 internal controls, policies, and procedures
Establishing a direction and vision for an organization. This involves defining the business concept and long-term vision, as well as developing the business strategy and managing strategic initiatives. Processes in this category focus on creating a vision, a mission, and strategic objectives, and culminate in creating measures to ensure that the organization is moving in the desired direction.
Establishing a direction and vision for an organization. This involves defining the business concept and long-term vision, as well as developing the business 战略 and managing strategic initiatives. Processes in this category focus on creating a vision, a mission, and strategic objectives, and culminate in creating measures to ensure that the organization is moving in the desired direction.
Develop Vision and Strategy
制定愿景与战略
Creating a conceptual framework of the organization's business activity and strategic vision with long-term applicability. Scout the organization's internal capabilities, as well as the customer's needs and desires, to identify a fit that can be used to advance a conceptual structure of the organization's business activity. Conduct analysis in light of relevant externalities and large-scale shifts in the market landscape.
Creating a conceptual framework of the organization's business activity and strategic vision with long-term applicability. Scout the organization's internal capabilities, as well as the customer's needs and desires, to identify a fit that can be used to advance a conceptual structure of the organization's business activity. 开展 analysis in light of relevant externalities and large-scale shifts in the market landscape.
Define the business concept and long-term vision
定义 the business concept and long-term vision
Undertaking a review of the organization's in-house skills and resources in order to create a big-picture understanding of internal capacities. Assess the organization's capabilities in order to advance the advantageous and weed out the detrimental aspects. Identify synergic associations within the backdrop of the forces and players active in the market, and take into account all externalities.
Undertaking a review of the organization's in-house skills and resources in order to create a big-picture understanding of internal capacities. 评估 the organization's capabilities in order to advance the advantageous and weed out the detrimental aspects. 识别 synergic associations within the backdrop of the forces and players active in the market, and take into account all externalities.
Assess the internal environment
评估 the internal environment
Ensuring that an organization effectively manages its risk. Process groups are aligned with traditional risk management activities.
Ensuring that an organization effectively manages its 风险. 处理 groups are aligned with traditional 风险 management activities.
Manage Enterprise Risk, Compliance, Remediation, and Resiliency
管理企业风险、合规、补救和弹性
Administering the efforts and activities for remediation. This process element requires the organization to create plans for corrective action in collaboration with government agencies and pertinent professional services agencies which specialize in remediation efforts relevant to the organization's operations. Additionally, the organization needs to consult experts to validate the plan, determine resources allocation, resolve any legal concerns, and formulate a company-wide policy for remediation.
Manage remediation efforts
管理 remediation efforts
Persuading public and government policy at the local, regional, national, and global level (subject to government regulations).
Manage government relations
管理 government relations
Managing professionals, sought externally for assistance over legal and ethical concerns. Administer and oversee assistance from subject matter experts and professionals for sourcing expert opinion and counseling over legal and ethical matters.
Manage outside counsel
管理 outside counsel
Establishing the scope of the projects. Create plans for implementing the projects. Initiate projects. Review and report project performance to management. Close projects.
Establishing the scope of the projects. 创建 plans for implementing the projects. Initiate projects. 审查 and report project 绩效 to management. 关闭 projects.
Manage projects
管理 projects
Establishing the horizons of business projects. Identify the objectives of the program, along with the resource requirements. Assess the readiness for the project management approach. Identify methodologies for project management. Obtain funding. Develop performance measures and indicators.
Establishing the horizons of business projects. 识别 the objectives of the program, along with the resource requirements. 评估 the readiness for the 项目管理 approach. Identify methodologies for 项目管理. Obtain funding. 开发 绩效 measures and indicators.
Establish project scope
建立 project scope
Establishing and administering the software that manages content and business processes for quality and compliance across the value chain. Define the quality strategy. Plan and deploy the EQMS scope, targets, and goals. Identify core process controls and metric. Develop EQMS governance. Assess the performance of EQMS. Encourage improvements in EQMS.
Establishing and administering the software that manages 内容 and business processes for 质量 and 合规 across the value chain. 定义 the 质量 战略. 规划 and deploy the EQMS scope, targets, and goals. 识别 core process controls and metric. 开发 EQMS 治理. 评估 the 绩效 of EQMS. Encourage improvements in EQMS.
Implement and maintain the enterprise quality management system (EQMS)
实施 and maintain the enterprise 质量 management system (EQMS)
Rewarding excellence in quality. Create and maintain quality partnerships. Maintain talent capabilities and competencies. Incorporate EQMS messaging into communication channels. Transfer proven EQMS methods. Consider factors such as EQMS reviews and gap assessments and the alignment and compatibility of business processes and quality. Adopt Lean principles.
Rewarding excellence in 质量. 创建 and maintain 质量 partnerships. 维护 talent capabilities and competencies. Incorporate EQMS messaging into communication channels. 转移 proven EQMS methods. Consider factors such as EQMS reviews and gap assessments and the 对齐 and compatibility of business processes and 质量. Adopt Lean principles.
Create environment and capability for EQMS improvement(s)
创建 environment and capability for EQMS improvement(s)
Managing the systems, tools, and repositories that support content storage, access, administration, and control across the content lifecycle. Consider AI supported content services (e.g., auto classification, semantic enrichment, embeddings stores, and knowledge graph infrastructure).
Managing the systems, tools, and repositories that support 内容 storage, access, administration, and control across the 内容 lifecycle. Consider AI supported 内容 services (e.g., auto classification, semantic enrichment, embeddings stores, and knowledge graph 基础设施).
Manage content infrastructure
管理 内容 基础设施
Managing the performance, costs and benefits of EHS. Measure and report the performance of EHS. Implement plans for emergency response and pollution prevention. Train and educate employees. Provide EHS support.
Managing the 绩效, costs and benefits of EHS. Measure and report the 绩效 of EHS. 实施 plans for emergency response and pollution prevention. Train and educate employees. 提供 EHS support.
Monitor and manage EHS program
监控 and manage EHS program
Managing a portfolio of product/service offerings to take advantage of shifts in the market expectations, all the while coordinating with the overall business strategy. Revisit the product/service portfolio in light of market opportunities, and overhaul it to capture value created by these opportunities. Identify gaps between current offerings and the market expectations to direct the organization's R&D activity. Create new solutions, and revise or retire existing ones so that the revamped portfolio aligns with Develop a business strategy [10015].
Managing a portfolio of product/service offerings to take advantage of shifts in the market expectations, all the while coordinating with the overall business 战略. Revisit the product/service portfolio in light of market opportunities, and overhaul it to capture value created by these opportunities. 识别 gaps between current offerings and the market expectations to direct the organization's R&D activity. 创建 new solutions, and revise or retire existing ones so that the revamped portfolio aligns with 开发 a business 战略 [10015].
Manage product and service portfolio
管理 product and service portfolio
Creating a sketch of the customer focused product/service in Develop and Manage Products and Services [10003].
Creating a sketch of the customer focused product/service in 开发 and 管理 产品和服务 [10003].
Design products/services
设计 products/services
Outlining process groups related to understanding markets, customers, and capabilities; developing marketing strategies; executing marketing plans; developing sales strategies; developing and managing marketing plans; and managing sales partners and alliances.
Market and Sell Products and Services
营销和销售产品和服务
Gathering intelligence on the market and customers. Closely examine the inherent attributes and collective behavior of the various market and customer segments. Track trends in the market. Determine what drives the customers to make purchasing decisions in order to identify opportunities in the market.
Gathering intelligence on the market and customers. Closely examine the inherent attributes and collective behavior of the various market and customer segments. 跟踪 trends in the market. Determine what drives the customers to make purchasing decisions in order to identify opportunities in the market.
Perform customer and market intelligence analysis
Setting up a financial plan for the sales function. Calculate the estimated sales revenue and costs, which helps in calculating the overall net profit. Create a sound plan for resource outlay by comparing the forecast with historical data.
Setting up a financial plan for the sales function. Calculate the estimated sales revenue and costs, which helps in calculating the overall net profit. 创建 a sound plan for resource outlay by comparing the forecast with historical data.
Establish overall sales budgets
建立 overall sales budgets
Developing a scheme that allows for advance planning for the availability of raw materials and spares. Start with an unconstrained plan, and refine based on supply chain realities by identifying critical materials required for production, checking material specifications, and collaborating with all vendors over the supply.
Developing a scheme that allows for advance planning for the 可用性 of raw materials and spares. Start with an unconstrained plan, and refine based on 供应链 realities by identifying critical materials required for production, checking material specifications, and collaborating with all vendors over the supply.
Create materials plan
创建 materials plan
Manufacturing the product. Convert the raw materials to develop consumer-ready products. Manage the raw materials to implement the detailed production schedule. Reproduce defectives to establish and remediate cause. Ensure production optimization and benchmark performance.
Manufacturing the product. Convert the raw materials to develop consumer-ready products. 管理 the raw materials to implement the detailed production schedule. Reproduce defectives to establish and remediate cause. Ensure production optimization and benchmark 绩效.
Produce/Assemble product
Executing tests to evaluate the quality of the products manufactured. Calibrate the test equipment. Conduct the actual tests. Record the results and outcomes of the quality test conducted.
Executing tests to evaluate the 质量 of the products manufactured. Calibrate the test equipment. 开展 the actual tests. Record the results and outcomes of the 质量 test conducted.
Perform quality testing
Perform 质量 testing
SCOR DS 14.0: Transform Make-to-Stock (sT1).
SCOR DS 14.0: 转化 Make-to-Stock (sT1).
Transform Make-to-Stock
转化 Make-to-Stock
Identifying the need for and creating a resource plan. Understand resource demand and align with capacity, skills, and capabilities. Enlist suppliers and partners to supplement needed skills and capabilities. Monitor and manage capabilities and skills with an eye on critical resources and supplier capacity.
Identifying the need for and creating a resource plan. Understand resource demand and align with 容量, skills, and capabilities. Enlist suppliers and partners to supplement needed skills and capabilities. 监控 and manage capabilities and skills with an eye on critical resources and supplier 容量.
Create and manage resource plan
创建 and manage resource plan
Managing and operating the systems, resources, and processes used to deliver services to customers, including planning, startup, ongoing operations, and service assurance.
Manage and Operate Service Delivery System
管理和运营服务交付系统
Managing interactions with current customers after the delivery of products and services. This includes developing and planning customer service practices with a focus on handling inquiries after sales, feedback, warranties, recalls, and other related processes.
Managing interactions with current customers after the delivery of 产品和服务. This includes developing and planning 客户服务 practices with a focus on handling inquiries after sales, feedback, warranties, recalls, and other related processes.
Manage Customer Service
管理客户服务
Planning and administering workforce operations for customer service provision by taking care of customer services requests/inquiries, as well as the complaints.
Planning and administering workforce operations for 客户服务 provision by taking care of 客户服务s requests/inquiries, as well as the complaints.
Plan and manage customer service contacts
规划 and manage 客户服务 contacts
Handling the requests and inquiries from customers that seek information regarding the organization's products/services. Obtain the customer requests online and by phone. Direct these requests to higher-level representatives. Approve requests, and respond to customers.
Manage customer service problems, requests, and inquiries
管理 客户服务 问题s, requests, and inquiries
Removing defective products from the distribution chain. Participate in audits from watchdog agencies.
Manage product recalls and regulatory audits
管理 product recalls and regulatory audits
Recruiting new candidates for deployment across various functional areas inside the organization. Select methods for sourcing new employees. Manage relationships with third-party agencies. Stage recruitment fairs and drives. Manage employee referral programs.
Recruiting new candidates for 部署 across various functional areas inside the organization. 选择 methods for sourcing new employees. 管理 relationships with third-party agencies. Stage recruitment fairs and drives. Manage employee referral programs.
Recruit/Source candidates
AI-era process group: AI and Intelligent Operations.
AI and Intelligent Operations
AI process: Manage MLOps Lifecycle.
AI process: 管理 MLOps Lifecycle.
Manage MLOps Lifecycle
管理 MLOps Lifecycle
Defining the need of technology in business and systematic implementation of IT investments. This is inclusive of all forms of new and evolving technology such as artificial intelligence (AI). It comprises of assessing competitive technology components to ensure structural analysis, development, usage and security of technology for efficient business operations.
Defining the need of technology in business and systematic implementation of IT investments. This is inclusive of all forms of new and evolving technology such as 人工智能 (AI). It comprises of assessing competitive technology components to ensure structural analysis, development, usage and 安全 of technology for efficient business operations.
Define business technology and governance strategy
定义 business technology and 治理 战略
Strategy for systematic management of IT investments, projects, and activities. Analyze and examine the value of the IT portfolio and allocate resources based on business objectives.
战略 for systematic management of IT investments, projects, and activities. 分析 and examine the value of the IT portfolio and allocate resources based on business objectives.
Manage IT portfolio strategy
管理 IT portfolio 战略
Create and execute a process to rapidly adapt and respond to any internal or external opportunity, demand, disruption, or threat in IT. Maintain continuous IT operations to protect employees, assets, and overall brand equity.
创建 and execute a process to rapidly adapt and respond to any internal or external opportunity, demand, disruption, or threat in IT. 维护 continuous IT operations to protect employees, 资产, and overall brand equity.
Develop and execute IT resilience and continuity operations
开发 and execute IT resilience and continuity operations
Creating and implementing a strategy for the deployment of IT service/solution. Define all of the activities that make the IT function available for use. Establish the change policies for IT services and solutions. Define the deployment process, procedures, and tools. Select the most feasible and practical methodologies for the deployment process.
Creating and implementing a 战略 for the 部署 of IT service/solution. 定义 all of the activities that make the IT function available for use. 建立 the 变更 policies for IT services and solutions. Define the 部署 process, procedures, and tools. 选择 the most feasible and practical methodologies for the 部署 process.
Develop and manage service/solution deployment strategy
开发 and manage service/solution 部署 战略
Defining and creating a strategy for provision of support to users of IT services and solutions.
Defining and creating a 战略 for provision of support to users of IT services and solutions.
Define and develop service support strategy
定义 and develop service support 战略
Planning different delivery services for operational activities within the IT function. Use service delivery systems to manage the IT service delivery services.
Planning different delivery services for operational activities within the IT function. Use 服务交付系统s to manage the IT service delivery services.
Plan operational activities for IT service delivery
规划 operational activities for IT service delivery
Managing the resources required for administration of IT infrastructure. Manage the IT inventory and assets. Take care of the organization's IT resource capacity.
Managing the resources required for administration of IT 基础设施. 管理 the IT inventory and 资产. Take care of the organization's IT resource 容量.
Manage infrastructure resource administration
管理 基础设施 resource administration
Managing systematic user support functionality and capability through defined procedures. Determine, record, and monitor user requests. Execute issue/request resolution. Utilize escalation path when needed. Resolve issue/request.
Managing systematic user support functionality and capability through defined procedures. Determine, record, and monitor user requests. 执行 issue/request resolution. Utilize escalation path when needed. 解决 issue/request.
Operate IT user support
Defining costs to be incurred and methods for optimum utilization. Determine the costs of products, processes, projects, etc. to compile in the financial statements, as well as to assist management in making decisions regarding planning and control. Control costs by managing and reducing business expenses.
Defining costs to be incurred and methods for optimum utilization. Determine the costs of products, processes, projects, etc. to compile in the financial statements, as well as to assist management in making decisions regarding planning and control. 控制 costs by managing and reducing business expenses.
Perform cost accounting and control
Comparing revenue targets to reality. Review all transactions and entries passed in final accounts in a year in order to examine profits.
Comparing revenue targets to reality. 审查 all transactions and entries passed in final accounts in a year in order to examine profits.
Perform revenue accounting
Creating and providing funds for necessary adjustments and deductions, including all expenses that were required for the business at certain point in time.
Manage and process adjustments/deductions
管理 and process adjustments/deductions
Handling and authoring credit cards to business entities or for corporate purchases.
Manage corporate credit cards
管理 corporate credit cards
Managing business's investments in trading in bonds, currencies, financial derivatives, etc. Manage the financial assets and holdings of the organization. Optimize the organization's liquidity. Invest excess cash. Reduce financial risks.
Managing business's investments in trading in bonds, currencies, financial derivatives, etc. 管理 the financial 资产 and holdings of the organization. 优化 the organization's liquidity. Invest excess cash. Reduce financial 风险s.
Manage treasury operations
管理 treasury operations
Performing transactions that limit investment risk with the help of derivatives, such as options and futures contracts. Manage interest rates, foreign exchange, and exposure risks. Develop and execute hedging transactions. Evaluate and refine hedging positions. Produce hedge accounting transactions and reports. Monitor credit.
Performing transactions that limit investment 风险 with the help of derivatives, such as options and futures contracts. 管理 interest rates, foreign ex变更, and exposure 风险s. 开发 and execute hedging transactions. 评估 and refine hedging positions. Produce hedge accounting transactions and reports. 监控 credit.
Monitor and execute risk and hedging transactions
监控 and execute 风险 and hedging transactions
Developing a strategy for the achievement of business goals over the distant future. Adopt one of the strategic options for realizing its mission over the long term. Enlist senior management executives, comprising strategy and/or business unit personnel.
Developing a 战略 for the achievement of business goals over the distant future. Adopt one of the strategic options for realizing its mission over the long term. Enlist senior management executives, comprising 战略 and/or business unit personnel.
Set/Develop long-term enterprise strategy
Set/开发 long-term enterprise 战略
Creating a design of how customers interact with the business by analyzing data captured through various customer interaction and customer involvement. These will be captured through various channels such as customer satisfaction surveys, feedback forms, product reviews, targeted studies, observational studies, or voice of customer research.
Design customer experience
设计 customer experience
Managing strategic initiatives, from development through selection, execution, and evaluation. Conduct and oversee strategic projects supporting long-term objectives. Administer programs of strategic significance by developing such initiatives, select the most appropriate projects, and formulate measures to assess their impact.
Managing strategic initiatives, from development through selection, execution, and evaluation. 开展 and oversee strategic projects supporting long-term objectives. Administer programs of strategic significance by developing such initiatives, select the most appropriate projects, and formulate measures to assess their impact.
Develop and measure strategic initiatives
开发 and measure strategic initiatives
Ensuring that necessary resources are available and tasks are prioritized accordingly through planning. Provide strategies and policies that identify tasks that need to be completed, and the resources necessary to fulfill those tasks.
Ensuring that necessary resources are available and tasks are prioritized accordingly through planning. 提供 strategies and policies that identify tasks that need to be completed, and the resources necessary to 履约 those tasks.
Plan asset maintenance
规划 asset maintenance
Ensuring that asset maintenance is conducted in a timely manner and successfully. Schedule work with the required resources with an eye on quality control and safety. Verify that contracted maintenance meets performance targets.
Ensuring that asset maintenance is conducted in a timely manner and successfully. 调度 work with the required resources with an eye on 质量 control and 安全. 验证 that contracted maintenance meets 绩效 targets.
Manage asset maintenance
管理 asset maintenance
Analyzing the threats a business unit/function faces to prioritize the controls it implements..
Manage business unit and function risk
管理 business unit and function 风险
Fostering external relationships with stakeholders of the entity, including investors, government and industry, the board of directors, and the general public. This is not related to customer management.
Fostering 外部关系 with stakeholders of the entity, including investors, government and industry, the board of directors, and the general public. This is not related to customer management.
Manage External Relationships
管理外部关系
Defining the resources and their roles. Identify IT requirements. Create plans for effective training and communication. Design reward approaches. Plan the launch of project. Deploy the project.
Defining the resources and their roles. 识别 IT requirements. 创建 plans for effective 训练 and communication. 设计 reward approaches. 规划 the launch of project. 部署 the project.
Develop project plans
开发 project plans
Implementing the business projects of the organization. Evaluate the impact of project management. Record and report the status of the project. Manage the project scope. Promote and sustain activities and involvement. Realign and revamp the project management strategy and approach.
Implementing the business projects of the organization. 评估 the impact of 项目管理. Record and report the status of the project. 管理 the project scope. Promote and sustain activities and involvement. Realign and revamp the 项目管理 战略 and approach.
Execute projects
执行 projects
Storing, managing, curating and delivering enterprise content and knowledge assets to enable consistent reuse and informed decision making. Establish structures and governance that support classification, semantic enrichment, and lifecycle management of content across formats and repositories. This includes all forms of emerging technologies such as artificial intelligence (AI), machine learning assisted tagging, automated classification, and semantic content processing.
Storing, managing, curating and delivering enterprise 内容 and knowledge 资产 to enable consistent reuse and informed decision making. 建立 structures and 治理 that support classification, semantic enrichment, and lifecycle management of 内容 across formats and repositories. This includes all forms of emerging technologies such as 人工智能 (AI), 机器学习 assisted tagging, automated classification, and semantic 内容 processing.
Manage Content
管理内容
Learning from either a test or a full production run within the consumer market. Companies use this as an opportunity to both test and react to new products, ideas, or innovations based on the initial reaction of consumers on an individual level. Within this process, analytics are used to determine the relative success of a new product offering. Within this process, companies will launch key analytics to test a products acceptance. They will also review market performance and compare to similar products and against the business case or the financial plan. Companies can also measure the effectiveness of their supply chain network, and can apply what is learned from the post launch review to other new products, processes, and procedures to ensure and enhance the product quality.
Learning from either a test or a full production run within the consumer market. Companies use this as an opportunity to both test and react to new products, ideas, or 创新s based on the initial reaction of consumers on an individual level. Within this process, analytics are used to determine the relative success of a new product offering. Within this process, companies will launch key analytics to test a products acceptance. They will also review market 绩效 and compare to similar products and against the business case or the financial plan. Companies can also measure the effectiveness of their 供应链 network, and can apply what is learned from the post launch review to other new products, processes, and procedures to ensure and enhance the product 质量.
Conduct post launch review
开展 post launch review
Charting a strategic course for marketing products/services. This will include defining the value proposition, creating a mechanism for pricing, and determining the right mix of marketing channels. Create a specific positioning and branding for the organization's offerings. Enlist marketing head to lead, with inputs from the business development and sales functions.
Charting a strategic course for marketing products/services. This will include defining the value proposition, creating a mechanism for pricing, and determining the right mix of marketing channels. 创建 a specific positioning and branding for the organization's offerings. Enlist marketing head to lead, with inputs from the business development and sales functions.
Develop marketing strategy
开发 marketing 战略
Taking, receiving, processing, and acknowledging new customer orders or amendments to outstanding customer orders. Monitoring status from order receipt to customer delivery/customer invoicing.
Taking, receiving, processing, and acknowledging new customer orders or amendments to outstanding customer orders. 监控 status from order receipt to customer delivery/customer invoicing.
Manage sales orders
管理 sales orders
Forecasting demand for products using secondary research and customer feedback. Refine these forecasts. Inspect the approach used in creating forecasts, and determine its accuracy.
Manage demand for products
管理 demand for products
Creating and approving requisitions and distributing purchase orders accordingly. Hasten the procurement process to satisfy internal needs.
Order materials and services
Scheduling the production of final products. Generate a detailed schedule plan. Create and release production orders and lots. Schedule the planned and unplanned maintenance orders.
Scheduling the production of final products. Generate a detailed schedule plan. 创建 and 发布 production orders and lots. 调度 the planned and unplanned maintenance orders.
Outlining the strategy for managing logistics. Translate customer requirements logistic requirements. Create an efficient logistic network and outsourcing portions of logistics activities. Design a logistics strategy that optimizes transportation costs and schedule. Define key performance indicators.
Outlining the 战略 for managing logistics. Translate customer requirements logistic requirements. 创建 an efficient logistic network and outsourcing portions of logistics activities. 设计 a logistics 战略 that optimizes transportation costs and schedule. 定义 key 绩效 indicators.
Provide logistics governance
提供 logistics 治理
Constructing strategies that identify goals, policies, processes, and procedures in relation to service delivery. Review and validate strategies. Define the workplace layout and infrastructure.
Constructing strategies that identify goals, policies, processes, and procedures in relation to service delivery. 审查 and validate strategies. 定义 the workplace layout and 基础设施.
Develop service delivery strategies
开发 service delivery strategies
Instituting training to enable resources to provide service delivery to the customer. Develop a training plan. Create materials that provide for operation and technical training. Schedule, perform, and evaluate training.
Instituting 训练 to enable resources to provide service delivery to the customer. 开发 a 训练 plan. 创建 materials that provide for operation and technical 训练. 调度, perform, and evaluate 训练.
Enable service delivery resources
Collaborating with the customer to understand service needs. Review, understand, and modify the delivery scope with the organization needs of the customer in mind. Confirm readiness and identify, select, and assign resources. Plan for service delivery.
Collaborating with the customer to understand service needs. 审查, understand, and modify the delivery scope with the organization needs of the customer in mind. Confirm readiness and identify, select, and assign resources. 规划 for service delivery.
Initiate service delivery
Carrying out service delivery to the customer by creating and deploying the necessary solution. Analyze need and create a solution. Validate the solution and make changes if needed. Obtain approval to build/buy solution and then deploy solution to customer.
Carrying out service delivery to the customer by creating and deploying the necessary solution. 分析 need and create a solution. 验证 the solution and make 变更s if needed. Obtain approval to build/buy solution and then deploy solution to customer.
Execute service delivery
执行 service delivery
Implementing final steps to complete service delivery to the customer. Evaluate success through project review, complete finance activities, and confirm delivery. Release resources and manage completion by harvesting knowledge and systems by archiving records.
Implementing final steps to complete service delivery to the customer. 评估 success through project review, complete finance activities, and confirm delivery. 发布 resources and manage completion by harvesting knowledge and systems by archiving records.
Complete service delivery
Defining a plan that removes customer obstacles by gathering operational insight and competitive insight, as well as improving soft skills and forward resolution for employees. Develop customer segmentation. Define rules and regulations for customer service. Establish service levels for customers.
Defining a plan that removes customer obstacles by gathering operational insight and competitive insight, as well as improving soft skills and forward resolution for employees. 开发 customer segmentation. 定义 rules and regulations for 客户服务. 建立 服务水平s for customers.
Develop customer service strategy
开发 客户服务 战略
Handling the requirements for new employees. Create and open job requisitions by clearly defining the job descriptions. Post these requirements internally and externally, and modify them as appropriate. Manage the dates of the whole requisition process.
Handling the requirements for new employees. 创建 and open job requisitions by clearly defining the job descriptions. Post these requirements internally and externally, and modify them as appropriate. 管理 the dates of the whole requisition process.
Manage employee requisitions
管理 employee requisitions
Establish organizational development needs for employees. Creating a link between employee and organizational development needs.
建立 organizational development needs for employees. Creating a link between employee and organizational development needs.
Develop and train employees
开发 and train employees
Establishing and maintaining service levels for the provision of IT services and solutions. Design and maintain the IT services and solution catalogue, as well as service level agreements. Evaluate the performance of IT service level agreements. Communicate the results to the management.
Establishing and maintaining 服务水平s for the provision of IT services and solutions. 设计 and maintain the IT services and solution catalogue, as well as 服务水平 agreements. 评估 the 绩效 of IT 服务水平 agreements. Communicate the results to the management.
Develop and manage IT service levels
开发 and manage IT 服务水平s
Defining perspective, position, plans, and patterns needed to execute designing, delivering, managing, and improving the way information technology is used within an organization.
Defining perspective, position, plans, and patterns needed to execute designing, delivering, managing, and improving the way 信息技术 is used within an organization.
Define IT service management strategy
定义 IT service management 战略
Outline and manage the innovation of technology within the organization. This is inclusive of all forms of new and evolving technology such as artificial intelligence (AI). Research and understand emerging future technological concepts and capabilities. Plan for IT innovation investments. Plan and execute viable innovation projects.
Outline and manage the 创新 of technology within the organization. This is inclusive of all forms of new and evolving technology such as 人工智能 (AI). Research and understand emerging future technological concepts and capabilities. 规划 for IT 创新 investments. Plan and execute viable 创新 projects.
Define and manage technology innovation
定义 and manage technology 创新
Creating and deploying an architecture for securing and ensuring the privacy of data flows throughout the organization. Develop and implement protocols and policies to protect IT and OT environments, aligned with global standards. Incorporate modern security paradigms, such as Zero Trust Architecture, to ensure the safe use of IT services and solutions.
Creating and deploying an architecture for securing and ensuring the privacy of data flows throughout the organization. 开发 and implement protocols and policies to protect IT and OT environments, aligned with global standards. Incorporate modern 安全 paradigms, such as Zero Trust Architecture, to ensure the safe use of IT services and solutions.
Develop and manage IT security, privacy, and data protection
开发 and manage IT 安全, privacy, and data protection
Designing and maintaining the IT services/solutions catalogue. Evaluate the performance of IT services/solutions. Communicate the results to the management.
Designing and maintaining the IT services/solutions catalogue. 评估 the 绩效 of IT services/solutions. Communicate the results to the management.
Develop and manage services/solutions
开发 and manage services/solutions
Developing service/solution along with creating a strategy that provides a base for delivering service/solution aligned with overall business needs. This is inclusive of all forms of new and evolving technology such as artificial intelligence (AI). Conduct research within the services/solutions field for development and integration.
Developing service/solution along with creating a 战略 that provides a base for delivering service/solution aligned with overall business needs. This is inclusive of all forms of new and evolving technology such as 人工智能 (AI). 开展 research within the services/solutions field for development and integration.
Develop service/solution and integration strategy
开发 service/solution and integration 战略
Executing an information system, aiming to produce a high quality system that meets or exceeds customer expectations, reaches completion within time and cost estimates, and is inexpensive to maintain and cost-effective to enhance.
Executing an information system, aiming to produce a high 质量 system that meets or exceeds customer expectations, reaches completion within time and cost estimates, and is inexpensive to maintain and cost-effective to enhance.
Execute IT service/solution development lifecycle
执行 IT service/solution development lifecycle
Strategizing and executing changes in IT solutions and services. Create a plan for deploying the changes. Communicate with stakeholders about the changes. Administer and implement the changes. Train the resources who will be affected by these changes. Install changes and verify their effect.
Strategizing and executing 变更s in IT solutions and services. 创建 a plan for deploying the 变更s. Communicate with stakeholders about the 变更s. Administer and implement the 变更s. Train the resources who will be affected by these 变更s. Install 变更s and verify their effect.
Plan service and solution implementation
规划 service and solution implementation
Creating and deploying an architecture for securing the changes deployed in the organization. Create and develop protocols that ensure proper and efficient use of deployed IT services and solutions. Test, evaluate, and implement the policies and protocols.
Creating and deploying an architecture for securing the 变更s deployed in the organization. 创建 and develop protocols that ensure proper and efficient use of deployed IT services and solutions. 测试, evaluate, and implement the policies and protocols.
Manage change deployment control
管理 变更 部署 control
Perform service and solution rollout
Checking and achieving predetermined financial targets and timelines. Assess and manage the profitability, feasibility, and consistency of a business or project. Study the revenues generated.
Checking and achieving predetermined financial targets and timelines. 评估 and manage the profitability, feasibility, and consistency of a business or project. Study the revenues generated.
Evaluate and manage financial performance
评估 and manage financial 绩效
Evaluating and processing requests for advances. Evaluate credit requests by customers requiring loans to buy products/services.
Evaluating and processing requests for advances. 评估 credit requests by customers requiring loans to buy products/services.
Process customer credit
处理 customer credit
Posting entries to respective accounts, and preparing accounts for receivables. Manage the cash collected by the business from its debtors. Record it in the books of accounts to provide clear information about the availability of the cash.
Posting entries to respective accounts, and preparing accounts for receivables. 管理 the cash collected by the business from its debtors. Record it in the books of accounts to provide clear information about the 可用性 of the cash.
Manage and process collections
管理 and process collections
Managing financial services provided by an in-house bank structure in the corporation that is operating like a commercial bank.
Manage in-house bank accounts
管理 in-house bank accounts
Processing the taxes of the organization in line with the regional taxation structure, including corporate, property, excise, and service taxes.
Process taxes
处理 taxes
Formulating a design for the organization's resources that allow it to meet its objectives. Develop a new framework for molding the organization's various processes into a coherent and seamless whole.
Formulating a design for the organization's resources that allow it to meet its objectives. 开发 a new framework for molding the organization's various processes into a coherent and seamless whole.
Create organizational design
创建 organizational design
Planning and performing waste and hazardous goods management. In compliance with all legal, regulatory, and social/environmental requirements, plan, document, and conduct hazardous material handling, disposal, and reporting.
Planning and performing waste and hazardous goods management. In 合规 with all legal, regulatory, and social/environmental requirements, plan, document, and conduct hazardous material handling, disposal, and reporting.
Perform waste and hazardous goods management
Establishing a foundational plan that guides how an organization manages its content through the content lifecycle. Outlining the strategy for organizing, delivering, and facilitating access to enterprise content.
Establishing a foundational plan that guides how an organization manages its 内容 through the 内容 lifecycle. Outlining the 战略 for organizing, delivering, and facilitating access to enterprise 内容.
Define content management strategy
定义 内容管理 战略
Creating, acquiring, refining, and maintaining content to ensure it is accurate, relevant, consistent, and aligned with organizational standards and intended use. This includes leveraging all forms of new and evolving technology such as artificial intelligence (AI). Apply metadata, tags, and semantic relationships to improve findability, compliance, and reuse.
Creating, acquiring, refining, and maintaining 内容 to ensure it is accurate, relevant, consistent, and aligned with organizational standards and intended use. This includes leveraging all forms of new and evolving technology such as 人工智能 (AI). Apply metadata, tags, and semantic relationships to improve findability, 合规, and reuse.
Develop and manage content
开发 and manage 内容
Assessing process data, measures, and trends in an effort to evaluate process performance and identify possible improvements.
Assessing process data, measures, and trends in an effort to evaluate process 绩效 and identify possible improvements.
Evaluate performance
评估 绩效
Determining requirements related to the creation of the product/service. Explain potential achievements that could be made.
Define product/service requirements
定义 product/service requirements
Establishing marketing communications that deliver promotional messages, in a coordinated way, through multiple marketing channels, such as print, radio, television, direct mail, online or mobile advertising, email, social media or personal selling.
Develop marketing communication strategy
开发 marketing communication 战略
Conceptualizing, testing, and executing product/service/brand promotions. Once a promotion has launched, this process continues as the organization tweaks parts of the promotion or chooses to use ideas or lessons learned during the promotion in future activities. The promotion's performance according to organizational measures is also evaluated in this process. Determine early on whether you need third party help with promotion. Purchase lists, consult with social media experts, hire seasonal staff, or pay for additional research.
Conceptualizing, testing, and executing product/service/brand promotions. Once a promotion has launched, this process continues as the organization tweaks parts of the promotion or chooses to use ideas or lessons learned during the promotion in future activities. The promotion's 绩效 according to organizational measures is also evaluated in this process. Determine early on whether you need third party help with promotion. Purchase lists, consult with social media experts, hire seasonal staff, or pay for additional research.
Develop and manage promotional activities
开发 and manage promotional activities
Selling products/services. Set appropriate customer expectations. Work with customers using the same schedule that product/service development, production, and customer service functions follow. Manage sales personnel and sales partnerships/alliances.
Selling products/services. Set appropriate customer expectations. Work with customers using the same schedule that product/service development, production, and 客户服务 functions follow. 管理 sales personnel and sales partnerships/alliances.
Develop and manage sales plans
开发 and manage sales plans
Generating leads of prospective customers to grow the organization's business. Identify viable customers based on customer and market research. Discover leads through IT applications, cold calling, reference/network development, or other sales and business development techniques. Employ a scoring model qualify the prospective customers into leads, and prioritize them.
Generating leads of prospective customers to grow the organization's business. 识别 viable customers based on customer and market research. Discover leads through IT applications, cold calling, reference/network development, or other sales and business development techniques. Employ a scoring 模型 qualify the prospective customers into leads, and prioritize them.
Manage leads/opportunities
管理 leads/opportunities
Collecting and maintaining all account information. Collect information about the purchase, servicing, return, and/or commitment of any products/services on part of the organization to its customers. Bring together information from various organizational divisions, and update periodically.
Collecting and maintaining all account information. 收集 information about the purchase, servicing, return, and/or commitment of any products/services on part of the organization to its customers. Bring together information from various organizational divisions, and update periodically.
Collect and maintain account information
收集 and maintain account information
Creating a plan for procuring materials and services. Develop strategies for sourcing materials and services. Choose the most appropriate suppliers, and develop contracts with them. Order the materials and services as per the requirements. Manage relationships with suppliers.
Creating a plan for procuring materials and services. 开发 strategies for sourcing materials and services. Choose the most appropriate suppliers, and develop contracts with them. Order the materials and services as per the requirements. 管理 relationships with suppliers.
Procure materials and services
Creating strategies for procuring materials and services from various sources, and for managing and evaluating categories. Establish a procurement process that describes the approach for obtaining products and purchasing activities. Evaluate the sources. Create sourcing relationships in order to continuously improve. Re-evaluate purchasing activities.
Creating strategies for procuring materials and services from various sources, and for managing and evaluating categories. 建立 a procurement process that describes the approach for obtaining products and purchasing activities. 评估 the sources. 创建 sourcing relationships in order to continuously improve. Re-evaluate purchasing activities.
Provide sourcing governance
提供 sourcing 治理
Processing and delivering the finished goods manufactured by the organization. Schedule the production of products. Execute the product production activities. Perform tests to oversee and ensure quality of production. Maintain records of the production process. Track lots.
Processing and delivering the finished goods manufactured by the organization. 调度 the production of products. 执行 the product production activities. Perform tests to oversee and ensure 质量 of production. 维护 records of the production process. 跟踪 lots.
Produce/Assemble/Test product
Produce/Assemble/测试 product
Tracking the inventory deployment. Accept and store products. Ship the products. Measure the accuracy of the inventory. Assess the performance of the outsourced logistics activities.
Tracking the inventory 部署. Accept and store products. Ship the products. Measure the accuracy of the inventory. 评估 the 绩效 of the outsourced logistics activities.
Operate warehousing
Ensuring necessary resources are maintained through monitoring pipeline, developing forecasts, and collaborating with customers. Determine skills needed for service deliver and forecast customer orders. Monitor forecasted orders and modify if where needed. Measure forecast accuracy.
Ensuring necessary resources are maintained through 监控 流水线, developing forecasts, and collaborating with customers. Determine skills needed for service deliver and forecast customer orders. 监控 forecasted orders and modify if where needed. Measure forecast accuracy.
Manage service delivery resource demand
管理 service delivery resource demand
Managing the employee reporting processes, employee inquiry process, employee information and data, and the HR information systems. Create and administer the employee metrics. Develop and handle the time and attendance systems. Refurbish the indicators for employee retention and motivation.
Managing the employee reporting processes, employee inquiry process, employee information and data, and the HR information systems. 创建 and administer the employee metrics. 开发 and handle the time and attendance systems. Refurbish the indicators for employee retention and motivation.
Manage employee information and analytics
管理 employee information and analytics
The process of identifying, authenticating, and authorizing IT users to have access to applications, systems, IT components, or networks by associating user rights and restrictions with established identities.
Manage IT user identity and authorization
管理 IT user identity and authorization
Creating the architecture for the IT services and solutions. Assess architecture and business constraints in order to understand integration requirements. Promote existing architecture. Manage exceptions.
Creating the architecture for the IT services and solutions. 评估 architecture and business constraints in order to understand integration requirements. Promote existing architecture. 管理 exceptions.
Develop and manage service/solution architecture
开发 and manage service/solution architecture
Developing and managing different delivery services using service delivery systems for operational activities within the IT function in order to achieve organizations goal.
Developing and managing different delivery services using 服务交付系统s for operational activities within the IT function in order to achieve organizations goal.
Develop and manage service delivery operations
开发 and manage service delivery operations
Reporting on the organization's financial status to stakeholders. Include balance sheets, income statements, cash flow statements, and statements of shareholders' equity.
Perform financial reporting
Managing the total payments made in employees payroll, including bonuses and compensation.
Manage pay
管理 pay
Managing rules and regulations for investments in trading in bonds, currencies, financial derivatives, etc. Establish policies and procedures for investments made. Optimize liquidity in treasury operations.
Managing rules and regulations for investments in trading in bonds, currencies, financial derivatives, etc. 建立 policies and procedures for investments made. 优化 liquidity in treasury operations.
Manage treasury policies and procedures
管理 treasury policies and procedures
Taking care of all cash-related activities in the business. Manage and reconcile cash positions. Manage cash equivalents. Process and oversee electronic fund transfers. Develop cash flow forecasts. Manage cash flows. Produce cash management accounting transactions and reports. Manage and oversee banking relationships. Analyze, negotiate, resolve, and confirm bank fees.
Taking care of all cash-related activities in the business. 管理 and reconcile cash positions. Manage cash equivalents. 处理 and oversee electronic fund transfers. 开发 cash flow forecasts. Manage cash flows. Produce cash management accounting transactions and reports. Manage and oversee banking relationships. 分析, negotiate, resolve, and confirm bank fees.
Manage cash
管理 cash
Taking care of the organization's financial position. Manage its loans or debts from different sources and investments. Leverage the most profitable options to balance the financial position in the market.
Taking care of the organization's financial position. 管理 its loans or debts from different sources and investments. Leverage the most profitable options to balance the financial position in the market.
Manage debt and investment
管理 debt and investment
Coordinating to plan, organize, lead, and control the activities of an organization in order to minimize the special effects of risk on capital and earnings.
Coordinating to plan, organize, lead, and control the activities of an organization in order to minimize the special effects of 风险 on capital and earnings.
Oversee and coordinate enterprise risk management activities
Oversee and coordinate 企业风险 management activities
Obeying laws, guidelines, strategies, and stipulations related to the business.
Manage regulatory compliance
管理 regulatory 合规
Managing legal practices to abide by the law, as well as ethical practices.
Manage legal and ethical issues
管理 legal and ethical issues
Developing plans for change management, training, communication, and rewards/incentives. Establish metrics for measuring the change adoption. Clarify new roles for employees. Identify budgets.
Developing plans for 变更 management, 训练, communication, and rewards/incentives. 建立 metrics for measuring the 变更 adoption. Clarify new roles for employees. 识别 budgets.
Design the change
设计 the 变更
Creating a plan for managing the organization's knowledge base. Determine what kind of specialized knowledge the organization possesses, which elements of this collective knowledge can prove beneficial, how to capture and maintain this knowledge, how to grant access to this library of information, and how the organization should proceed.
Develop KM strategy
开发 KM 战略
Establishing all the activities needed to identify the appropriate channels to market to different customer segments as defined in Determine target segments [10117]. This involves finding channel partners, ensuring that the channels align with organizational strategy for each segment, and the final channel selection process.
Establishing all the activities needed to identify the appropriate channels to market to different customer segments as defined in Determine target segments [10117]. This involves finding channel partners, ensuring that the channels align with organizational 战略 for each segment, and the final channel selection process.
Define and manage channel strategy
定义 and manage channel 战略
Creating strategies for production processes, as well as the process of managing materials. Define production and supply constraints. Design a blueprint of the workplace. Establish rules and regulations regarding the employees, outsourcing of services, and the expenditure to be incurred on the manufacturing capital.
Creating strategies for production processes, as well as the process of managing materials. 定义 production and supply constraints. 设计 a blueprint of the workplace. 建立 rules and regulations regarding the employees, outsourcing of services, and the expenditure to be incurred on the manufacturing capital.
Develop production and materials strategies
开发 production and materials strategies
Developing a salary/compensation structure and plan; developing a benefits and reward plan; develop commission plan; performing competitive analyses of benefits and rewards; identifying compensation requirements based on compensation, benefits, and HR policies; administering compensation, commission, and rewards to employees; and rewarding and motivating employees.
Develop and manage reward, recognition, and motivation programs
开发 and manage reward, recognition, and motivation programs
Creating and administering relationships with IT customers. Understanding customer needs including high-level business requirements for IT transformation. Plan for and communicate IT services along with establishing IT service levels, providing transformation guidance, and performance analysis that foster IT customer relationships.
Creating and administering relationships with IT customers. Understanding customer needs including high-level business requirements for IT 转化ation. 规划 for and communicate IT services along with establishing IT 服务水平s, providing 转化ation guidance, and 绩效 analysis that foster IT customer relationships.
Develop and manage IT customer relationships
开发 and manage IT customer relationships
Understanding the necessity of IT transformation for the business. This is inclusive of all forms of new and evolving technology such as artificial intelligence (AI). Collect and analyze customer requirements. Identify opportunities and prioritize outcomes. Develop and support business case for transformation. Develop transformation plan and roadmap.
Understanding the necessity of IT 转化ation for the business. This is inclusive of all forms of new and evolving technology such as 人工智能 (AI). 收集 and analyze customer requirements. 识别 opportunities and prioritize outcomes. 开发 and support business case for 转化ation. Develop 转化ation plan and roadmap.
Provide IT transformation guidance
提供 IT 转化ation guidance
Regulating the IT management system through performance measures, governance, analysis, and monitoring through a variety of analytic tools. Evaluate IT finances, resource, services, projects, and value for report out.
Regulating the IT management system through 绩效 measures, 治理, analysis, and 监控 through a variety of analytic tools. 评估 IT finances, resource, services, projects, and value for report out.
Control IT management system
控制 IT management system
Deploy the identified solutions for information technology important for healthy business operations. Confirm status and operational availability of IT resources. Perform testing and distribution of change. Execute roll-back protocol if necessary.
部署 the identified solutions for 信息技术 important for healthy business operations. Confirm status and operational 可用性 of IT resources. Perform testing and distribution of 变更. 执行 roll-back protocol if necessary.
Implement technology solutions
实施 technology solutions
Applying basic principles, concepts, and accounting practices in recording and preparing final accounts, and using accounting information in management.
Perform general accounting
Accounting for long-term and fixed assets. Record purchased, fixed assets that are not easily convertible into cash. Account for costs, useful life, resale value, depreciation, and amortization.
Accounting for long-term and fixed 资产. Record purchased, fixed 资产 that are not easily convertible into cash. Account for costs, useful life, resale value, depreciation, and amortization.
Perform fixed-asset accounting
Assessing all forces, entities, and systems that are external to an organization but can affect its operation. Analyze far-reaching currents in the macroeconomic situation, assess the competition, evaluate technological changes, and identify societal as well as ecological issues of concern. Create a big-picture understanding of externalities, with sufficient depth across individual aspects.
Assessing all forces, entities, and systems that are external to an organization but can affect its operation. 分析 far-reaching currents in the macroeconomic situation, assess the competition, evaluate technological 变更s, and identify societal as well as ecological issues of concern. 创建 a big-picture understanding of externalities, with sufficient depth across individual aspects.
Assess the external environment
评估 the external environment
Developing an organization's mission statement, strategy, and business design. Create a concise statement that clearly articulates the mission of the organization, outlining practicable targets to Establish a strategic vision [10020]. Delineate strategic options by matching these alternatives with the organization's internal capabilities. Create an organizational design, and identify goals by developing strategies at the functional and process levels.
Developing an organization's mission statement, 战略, and business design. 创建 a concise statement that clearly articulates the mission of the organization, outlining practicable targets to 建立 a strategic vision [10020]. Delineate strategic options by matching these alternatives with the organization's internal capabilities. Create an organizational design, and identify goals by developing strategies at the functional and process levels.
Develop business strategy
开发 business 战略
Controlling/authorizing to enable services' and products' data and other critical data of these functions through a well secured storage and accessibility processes backed by siloed applications/IT systems.
Manage product and service master data
管理 product and service master data
Creating specific plans to market offerings to customers. This process group includes processes for making budgets, identifying and developing media, pricing products and services, managing packaging, managing marketing content and promotional activities, tracking and responding to customer insight and monitoring measures established within "develop marketing strategy". Additionally, in this process group, organizations take action on plans made in earlier processes. Here, marketing and customers are managed and measured along with any supporting materials.
Creating specific plans to market offerings to customers. This process group includes processes for making budgets, identifying and developing media, pricing 产品和服务, managing packaging, managing marketing 内容 and promotional activities, tracking and responding to customer insight and 监控 measures established within "develop marketing 战略". Additionally, in this process group, organizations take action on plans made in earlier processes. Here, marketing and customers are managed and measured along with any supporting materials.
Develop and manage marketing plans
开发 and manage marketing plans
Identifying, investigating, and processes warranty claims. This process includes: receipt and validation of a warranty claim; definition and diagnosis /root cause analysis of an issue and recommendation for corrective action; the determination of responsibility for settlement of the claim; the transaction being approved or denied; and the originator being notified and payment authorized. In the case of a recurring event, further investigation (definition and diagnosis or root cause analysis) is performed, and a recommendation for corrective action is made and implemented in production/design. It ends when the claim is closed.
Process warranty claims
处理 warranty claims
Delivering processes traditionally defined as "human resources". Process groups include those related to developing and maintaining workforce strategy, recruiting employees, developing and counseling employees, managing employee relations, rewarding and retaining employees, redeploying and retiring employees, managing employee information, and managing employee communications.
Delivering processes traditionally defined as "人力资源". 处理 groups include those related to developing and maintaining workforce 战略, recruiting employees, developing and counseling employees, managing employee relations, rewarding and retaining employees, redeploying and retiring employees, managing employee information, and managing employee communications.
Develop and Manage Human Resources
开发和管理人力资源
Creating a long-term plan that strategically aligns human resources with the company's goals. The HR function's focus is to ensure the organization has the necessary talent and capabilities to achieve its objectives, sustain its competitive advantage, and reduce employee turnover.
Creating a long-term plan that strategically aligns 人力资源 with the company's goals. The HR function's focus is to ensure the organization has the necessary talent and capabilities to achieve its objectives, sustain its competitive advantage, and reduce employee turnover.
Develop human resources strategy
开发 人力资源 战略
Handling the business of IT. Create a organization-wide strategy for the IT function. Define the organization's IT architecture. Manage the IT portfolio. Research and innovate in the field of IT. Assess and convey the performance and the value of the IT function.
Handling the business of IT. 创建 a organization-wide 战略 for the IT function. 定义 the organization's IT architecture. 管理 the IT portfolio. Research and innovate in the field of IT. 评估 and convey the 绩效 and the value of the IT function.
Develop and manage IT business strategy
开发 and manage IT business 战略
Develop and include the processes required to rapidly adapt and respond to any internal or external opportunity, demand, disruption, or threat to IT and cybersecurity. Build a dynamic, strategic, and integrated approach to managing IT and cyber risks, compliance obligations, and resilience, while ensuring alignment with global standards and frameworks.
开发 and include the processes required to rapidly adapt and respond to any internal or external opportunity, demand, disruption, or threat to IT and cyber安全. 构建 a dynamic, strategic, and integrated approach to managing IT and cyber 风险s, 合规 obligations, and resilience, while ensuring 对齐 with global standards and frameworks.
Develop and manage IT resilience and risk
开发 and manage IT resilience and 风险
Ensuring that the organization effectively manages IT and cybersecurity risks by developing rules, standards, and strategies that safeguard the confidentiality, integrity, and availability of IT and OT assets. Establish compliance objectives, align with recognized cybersecurity frameworks, and integrate IT and OT risk management to create a unified approach.
Ensuring that the organization effectively manages IT and cyber安全 风险s by developing rules, standards, and strategies that safeguard the confidentiality, integrity, and 可用性 of IT and OT 资产. 建立 合规 objectives, align with recognized cyber安全 frameworks, and integrate IT and OT 风险 management to create a unified approach.
Develop IT compliance, risk, and security strategy
开发 IT 合规, 风险, and 安全 战略
Ensuring effective control over IT and cybersecurity risks, compliance obligations, and security measures. Formulate and execute guidelines in line with regulatory bodies and organizational security objectives. Implement proactive measures such as threat intelligence, vulnerability management, and OT-specific controls to safeguard the organization’s IT and OT environments. This is inclusive of all forms of new and evolving technology such as artificial intelligence (AI).
Ensuring effective control over IT and cyber安全 风险s, 合规 obligations, and 安全 measures. Formulate and execute guidelines in line with regulatory bodies and organizational 安全 objectives. 实施 proactive measures such as threat intelligence, vulnerability management, and OT-specific controls to safeguard the organization’s IT and OT environments. This is inclusive of all forms of new and evolving technology such as 人工智能 (AI).
Control IT risk, compliance, and security
控制 IT 风险, 合规, and 安全
Executing IT services/solutions by creating a strategy for deployment. Plan and execute the changes. Plan and administer the release of its IT services and solutions.
Executing IT services/solutions by creating a 战略 for 部署. 规划 and execute the 变更s. Plan and administer the 发布 of its IT services and solutions.
Deploy services/solutions
部署 services/solutions
Develop strategies and methodologies to provide service support. Examine service levels, support complexity, stakeholder requirements to offer service support.
开发 strategies and methodologies to provide service support. Examine 服务水平s, support complexity, stakeholder requirements to offer service support.
Define service support planning
定义 service support planning
Making and collecting payments for transactions in products/services, and transporting them to interested markets.
Perform global trade services
Assessing sets of strategic decisions designed to drive the organization's long-term objectives. Identify various strategies concerning core functional areas. Appraise strategic options in light of auxiliary decision frameworks that ensure smooth functioning, the advancement of functional efficiencies, and vitality. Involve senior management executives, especially strategy and/or business unit personnel, with need-based consultative assistance from professional services providers.
Assessing sets of strategic decisions designed to drive the organization's long-term objectives. 识别 various strategies concerning core functional areas. Appraise strategic options in light of auxiliary decision frameworks that ensure smooth functioning, the advancement of functional efficiencies, and vitality. Involve senior management executives, especially 战略 and/or business unit personnel, with need-based consultative assistance from professional services providers.
Define and evaluate strategic options to achieve the mission
定义 and evaluate strategic options to achieve the mission
Managing the disposition of assets at their end-of-life. End-of-life for an asset may be due to obsolescence, replacement, excess capacity, or disrepair among other potential factors. Steps may include decommissioning, disassembly, recycling, etc. Tracking and reporting may also be appropriate for some or all asset types due to law, regulation, or social/environmental responsibility.
Managing the disposition of 资产 at their end-of-life. End-of-life for an asset may be due to obsolescence, replacement, excess 容量, or disrepair among other potential factors. Steps may include decommissioning, disassembly, recycling, etc. Tracking and reporting may also be appropriate for some or all asset types due to law, regulation, or social/environmental responsibility.
Manage asset end-of-life
管理 asset end-of-life
Creating new and improving existing analytical capabilities to enhance data management pipeline.
Creating new and improving existing analytical capabilities to enhance data management 流水线.
Develop, Manage, and Deliver Analytics
开发, 管理, and Deliver Analytics
Managing process groups relevant to the business of information technology within an organization. The process groups include "Develop and manage IT customer relationships", "Develop and manage IT business strategy", " Develop and manage IT resilience and risk", " Manage information", " Develop and manage services/solutions", "Deploy services/solutions", and " Create and manage support services/solutions".
Managing process groups relevant to the business of 信息技术 within an organization. The process groups include "开发 and manage IT customer relationships", "Develop and manage IT business 战略", " Develop and manage IT resilience and 风险", " 管理 information", " Develop and manage services/solutions", "部署 services/solutions", and " 创建 and manage support services/solutions".
Manage Information Technology (IT)
管理信息技术
Processing payments of operating expenses and other supplier charges. This includes the development of policies and procedures around processing of accounts payable and all operations. This process is often supported by key technology enablers.
Process accounts payable (AP)
处理 accounts payable (AP)
Determining and maintaining a pricing mechanism based on forecasted sales and that enables a pricing equilibrium for the lifecycles of products/services. Create a pricing mechanism, factoring in attributes relating to the market, customers, sales, and the cost of production. Implement this pricing mechanism over all products/services. Analyze its performance, and adjust accordingly.
Determining and maintaining a pricing mechanism based on forecasted sales and that enables a pricing equilibrium for the lifecycles of products/services. 创建 a pricing mechanism, factoring in attributes relating to the market, customers, sales, and the cost of production. 实施 this pricing mechanism over all products/services. 分析 its 绩效, and adjust accordingly.
Develop and manage pricing
开发 and manage pricing
Cultivating an alliance of partners by identifying, analyzing, negotiating, and managing partnerships with other economic agents.
Develop sales partner/alliance relationships
开发 sales partner/alliance relationships
Maintaining master data of finished products and inventory. Identify the requirements of finished products at the destination, as well as partner requirements. Calculate the consolidation at source. Manage replenishment planning. Create and administer a dispatch plan. Calculate load plans for destinations and partners. Manage the cost of supplying these products. Ensure effective utilization of capacity.
Maintaining master data of finished products and inventory. 识别 the requirements of finished products at the destination, as well as partner requirements. Calculate the consolidation at source. 管理 replenishment planning. 创建 and administer a dispatch plan. Calculate load plans for destinations and partners. Manage the cost of supplying these products. Ensure effective utilization of 容量.
Plan distribution requirements
规划 distribution requirements
Administering and overseeing all activities related to logistics and warehousing. Outline and establish a strategy for the logistics function. Plan and administer the flow of inbound materials. Administer the operational activities of warehousing and outbound transportation. Manage reverse logistics including returns and exchanges.
Administering and overseeing all activities related to logistics and warehousing. Outline and establish a 战略 for the logistics function. 规划 and administer the flow of inbound materials. Administer the operational activities of warehousing and outbound transportation. 管理 reverse logistics including returns and ex变更s.
Manage logistics and warehousing
管理 logistics and warehousing
Overseeing key back-office processes for organizations. This category includes process groups related to planning and management accounting, revenue accounting, general accounting and reporting, fixed-asset project accounting, payroll, accounts payable and expense reimbursements, treasury operations, internal controls, tax management, international funds/consolidation, and global trade services.
Manage Financial Resources
管理财务资源
Performing activities by an organization that are fundamental to the successful operation of the organization, even across functions in a business. Capabilities defined in the PCF include business process management; portfolio, program, and project management; quality management; change management; benchmarking; environmental health and safety management; and knowledge management.
Performing activities by an organization that are fundamental to the successful operation of the organization, even across functions in a business. Capabilities defined in the PCF include business process management; portfolio, program, and 项目管理; 质量 management; 变更 management; benchmarking; 环境健康与安全 management; and 知识管理.
Develop and Manage Business Capabilities
开发和管理业务能力
Sketching and standardizing product and service based on the market. Analyze the data market competitiveness and innovation attained for the product and service development.
Sketching and standardizing product and service based on the market. 分析 the data market competitiveness and 创新 attained for the product and service development.
Design and prototype products and services
设计 and prototype 产品和服务
Evaluating impact and planning change activities. Spanning the lifecycle of change from initial concept, to designing, implementing, and sustaining the change, change planning identifies the activities to enage and enable the stakeholders and all impacted by the change. Change plans should address the interplay between people, process, technology, and knowledge to guide the transition, or tranformation, from current state to the future state.
Evaluating impact and planning 变更 activities. Spanning the lifecycle of 变更 from initial concept, to designing, implementing, and sustaining the 变更, 变更 planning identifies the activities to enage and enable the stakeholders and all impacted by the 变更. 变更 plans should address the interplay between people, process, technology, and knowledge to guide the transition, or tranformation, from current state to the future state.
Plan for change
规划 for 变更
Understanding and refining the customer requirements as provided in a RFP (Request for Proposal) or RFI (Request for Information). When compiling the response, they must take into consideration whether the requirements are a match with the strategic or tactical plans of the organization and whether they are able to submit a bid/proposal that is competitive based on an understanding of the offerings of other competing organizations. The next step will be to define the pricing and scheduling of the proposed solution and determine whether the proposal will be profitable for the company if accepted. The bid is then submitted and a notification of whether or not it was successful is received.
Develop and manage sales proposals, bids, and quotes
开发 and manage sales proposals, bids, and quotes
Creating strategies for production and materials. Handle the demand for the products of the organization. Develop plans for handling materials. Develop and administer the schedule for master production. Plan for distribution requirements and its constraints by reviewing and assessing distribution policies and performance and by establishing quality standards and procedures.
Creating strategies for production and materials. Handle the demand for the products of the organization. 开发 plans for handling materials. Develop and administer the schedule for master production. 规划 for distribution requirements and its constraints by reviewing and assessing distribution policies and 绩效 and by establishing 质量 standards and procedures.
Plan for and align supply chain resources
规划 for and align 供应链 resources
Creating and executing strategies and policies for smooth administration of workforce. Determine and gather skill requirements. Plan the requirements for employee resourcing per unit. Create compensation, succession, HR program, and employee diversity plans. Develop and administer policies for HR. Develop benefits for employees. Create models for work force strategies.
Creating and executing strategies and policies for smooth administration of workforce. Determine and gather skill requirements. 规划 the requirements for employee resourcing per unit. 创建 compensation, succession, HR program, and employee diversity plans. 开发 and administer policies for HR. Develop benefits for employees. Create 模型s for work force strategies.
Develop and implement workforce planning, policies, and strategies
开发 and implement workforce planning, policies, and strategies
Establishing and managing services for providing support to users of IT services and solutions. Define the plethora of services by which the organization assists users of computers, software products, or other information technology products.
Establishing and managing services for providing support to users of IT services and solutions. 定义 the plethora of services by which the organization assists users of computers, software products, or other 信息技术 products.
Create and manage support services/solutions
创建 and manage support services/solutions
Performing supply chain activities include planning supply chain, procuring materials and services, and managing logistics.
Performing 供应链 activities include planning 供应链, procuring materials and services, and managing logistics.
Manage Supply Chain for Physical Products
管理实物产品供应链
O'Process Framework (OPF)
O'Process 流程分类框架