Identify competitors
type: Concept
type: ProcessNode
source: PCF:1.1.1.1
broader: Assess the external environment
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.1.1.1
preferred label: 识别 competitors @zh
domain: operating
level: 4

Evaluate intellectual property
type: Concept
type: ProcessNode
source: PCF:1.1.1.10
broader: Assess the external environment
definition: Establishing measures and procedures for identifying various intellectual property threats and concerns.
in scheme: O'Process Framework (OPF)
notation: 1.1.1.10
preferred label: 评估 intellectual property @zh
domain: operating
level: 4

Analyze and evaluate competition
type: Concept
type: ProcessNode
source: PCF:1.1.1.2
broader: Assess the external environment
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.1.2
preferred label: 分析 and evaluate competition @zh
domain: operating
level: 4

Identify potential product or service alternatives
type: Concept
type: ProcessNode
source: PCF:1.1.1.3
broader: Assess the external environment
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.1.1.3
preferred label: 识别 potential product or service alternatives @zh
domain: operating
level: 4

Identify economic trends
type: Concept
type: ProcessNode
source: PCF:1.1.1.4
broader: Assess the external environment
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.1.1.4
preferred label: 识别 economic trends @zh
domain: operating
level: 4

Identify political and regulatory factors
type: Concept
type: ProcessNode
source: PCF:1.1.1.5
broader: Assess the external environment
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.1.5
preferred label: 识别 political and regulatory factors @zh
domain: operating
level: 4

Identify environmental factors
type: Concept
type: ProcessNode
source: PCF:1.1.1.6
broader: Assess the external environment
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.1.6
preferred label: 识别 environmental factors @zh
domain: operating
level: 4

Identify social and cultural changes
type: Concept
type: ProcessNode
source: PCF:1.1.1.7
broader: Assess the external environment
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.1.7
preferred label: 识别 social and cultural 变更s @zh
domain: operating
level: 4

Assess new technologies
type: Concept
type: ProcessNode
source: PCF:1.1.1.8
broader: Assess the external environment
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.1.8
preferred label: 评估 new technologies @zh
domain: operating
level: 4

Analyze demographics
type: Concept
type: ProcessNode
source: PCF:1.1.1.9
broader: Assess the external environment
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.1.1.9
preferred label: 分析 demographics @zh
domain: operating
level: 4

Conduct qualitative/quantitative research and assessments
type: Concept
type: ProcessNode
source: PCF:1.1.2.1
broader: Survey market and determine customer needs and wants
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.2.1
preferred label: 开展 qualitative/quantitative research and assessments @zh
domain: operating
level: 4

Capture customer needs and wants
type: Concept
type: ProcessNode
source: PCF:1.1.2.2
broader: Survey market and determine customer needs and wants
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.2.2
preferred label: 采集 customer needs and wants @zh
domain: operating
level: 4

Assess customer needs and wants
type: Concept
type: ProcessNode
source: PCF:1.1.2.3
broader: Survey market and determine customer needs and wants
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.2.3
preferred label: 评估 customer needs and wants @zh
domain: operating
level: 4

Analyze organizational characteristics
type: Concept
type: ProcessNode
source: PCF:1.1.3.1
broader: Assess the internal environment
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.1.3.1
preferred label: 分析 organizational characteristics @zh
domain: operating
level: 4

Analyze internal operations
type: Concept
type: ProcessNode
source: PCF:1.1.3.2
broader: Assess the internal environment
definition: Identify key elements of operations and measure effectiveness of these elements within internal operations.
definition: 识别 key elements of operations and measure effectiveness of these elements within internal operations. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.3.2
preferred label: 分析 internal operations @zh
domain: operating
level: 4

Create baselines for current processes
type: Concept
type: ProcessNode
source: PCF:1.1.3.3
broader: Assess the internal environment
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.3.3
preferred label: 创建 baselines for current processes @zh
domain: operating
level: 4

Analyze systems and technology
type: Concept
type: ProcessNode
source: PCF:1.1.3.4
broader: Assess the internal environment
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.3.4
preferred label: 分析 systems and technology @zh
domain: operating
level: 4

Analyze financial health
type: Concept
type: ProcessNode
source: PCF:1.1.3.5
broader: Assess the internal environment
definition: 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].)
definition: 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].) @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.3.5
preferred label: 分析 financial health @zh
domain: operating
level: 4

Identify core competencies
type: Concept
type: ProcessNode
source: PCF:1.1.3.6
broader: Assess the internal environment
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.3.6
preferred label: 识别 core competencies @zh
domain: operating
level: 4

Define the strategic vision
type: Concept
type: ProcessNode
source: PCF:1.1.4.1
broader: Establish strategic vision
definition: Developing goals to define organizations vision. Define and document ideas, direction, and activities which enable the organization to reach these goals.
definition: Developing goals to define organizations vision. 定义 and document ideas, direction, and activities which enable the organization to reach these goals. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.4.1
preferred label: 定义 the strategic vision @zh
domain: operating
level: 4

Align stakeholders around strategic vision
type: Concept
type: ProcessNode
source: PCF:1.1.4.2
broader: Establish strategic vision
definition: 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].)
definition: 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].) @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.4.2
domain: operating
level: 4

Communicate strategic vision to stakeholders
type: Concept
type: ProcessNode
source: PCF:1.1.4.3
broader: Establish strategic vision
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.4.3
domain: operating
level: 4

Identify restructuring opportunities
type: Concept
type: ProcessNode
source: PCF:1.1.5.1
broader: Conduct organization restructuring opportunities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.5.1
preferred label: 识别 restructuring opportunities @zh
domain: operating
level: 4

Perform due-diligence
type: Concept
type: ProcessNode
source: PCF:1.1.5.2
broader: Conduct organization restructuring opportunities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.5.2
domain: operating
level: 4

Evaluate acquisition options
type: Concept
type: ProcessNode
source: PCF:1.1.5.3.1
broader: Analyze deal options
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.5.3.1
preferred label: 评估 acquisition options @zh
domain: operating
level: 5

Evaluate merger options
type: Concept
type: ProcessNode
source: PCF:1.1.5.3.2
broader: Analyze deal options
definition: 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.)
definition: 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.) @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.5.3.2
preferred label: 评估 merger options @zh
domain: operating
level: 5

Evaluate de-merger options
type: Concept
type: ProcessNode
source: PCF:1.1.5.3.3
broader: Analyze deal options
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.1.5.3.3
preferred label: 评估 de-merger options @zh
domain: operating
level: 5

Evaluate divesture options
type: Concept
type: ProcessNode
source: PCF:1.1.5.3.4
broader: Analyze deal options
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.1.5.3.4
preferred label: 评估 divesture options @zh
domain: operating
level: 5

AI-Powered Market Analysis
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Define the business concept and long-term vision
definition: AI-era activity: AI-Powered Market Analysis.
in scheme: O'Process Framework (OPF)
notation: 1.1.6
domain: operating
level: 3

Define current business
type: Concept
type: ProcessNode
source: PCF:1.2.1.1
broader: Develop overall mission statement
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.2.1.1
preferred label: 定义 current business @zh
domain: operating
level: 4

Formulate mission
type: Concept
type: ProcessNode
source: PCF:1.2.1.2
broader: Develop overall mission statement
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.1.2
domain: operating
level: 4

Communicate mission
type: Concept
type: ProcessNode
source: PCF:1.2.1.3
broader: Develop overall mission statement
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.1.3
domain: operating
level: 4

AI-Driven Scenario Planning
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Develop business strategy
definition: AI-era activity: AI-Driven Scenario Planning.
in scheme: O'Process Framework (OPF)
notation: 1.2.10
domain: operating
level: 3

Select partnerships and relationships to support the extended enterprise
type: Concept
type: ProcessNode
source: PCF:1.2.2.1.1
broader: Define strategic options
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.2.1.1
preferred label: 选择 partnerships and relationships to support the extended enterprise @zh
domain: operating
level: 5

Evaluate shared services options
type: Concept
type: ProcessNode
source: PCF:1.2.2.10
broader: Define and evaluate strategic options to achieve the mission
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.2.10
preferred label: 评估 shared services options @zh
domain: operating
level: 4

Evaluate lean/continuous improvement options
type: Concept
type: ProcessNode
source: PCF:1.2.2.11
broader: Define and evaluate strategic options to achieve the mission
definition: Evaluating options to enhance and optimize processes and functional areas. Understand alternatives to strengthen business capabilities, enhance process efficiencies, and advance performance standards.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.2.11
preferred label: 评估 lean/continuous improvement options @zh
domain: operating
level: 4

Identify implications for key operating model business elements that require change
type: Concept
type: ProcessNode
source: PCF:1.2.2.2.1
broader: Assess and analyze impact of each option
definition: Determine impacts of elements such as staffing, skills, training, new markets, technology, or policies within operating model which needs change.
definition: Determine impacts of elements such as staffing, skills, 训练, new markets, technology, or policies within operating 模型 which needs 变更. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.2.2.1
preferred label: 识别 implications for key operating 模型 business elements that require 变更 @zh
domain: operating
level: 5

Identify implications for key technology aspects
type: Concept
type: ProcessNode
source: PCF:1.2.2.2.2
broader: Assess and analyze impact of each option
definition: Determining key factors for technology ROI, benefits, architecture, etc.
in scheme: O'Process Framework (OPF)
notation: 1.2.2.2.2
preferred label: 识别 implications for key technology aspects @zh
domain: operating
level: 5

Evaluate B2B options
type: Concept
type: ProcessNode
source: PCF:1.2.2.3
broader: Define and evaluate strategic options to achieve the mission
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.2.3
preferred label: 评估 B2B options @zh
domain: operating
level: 4

Evaluate B2C options
type: Concept
type: ProcessNode
source: PCF:1.2.2.4
broader: Define and evaluate strategic options to achieve the mission
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.2.4
preferred label: 评估 B2C options @zh
domain: operating
level: 4

Evaluate partner/alliance options
type: Concept
type: ProcessNode
source: PCF:1.2.2.5
broader: Define and evaluate strategic options to achieve the mission
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.2.5
preferred label: 评估 partner/alliance options @zh
domain: operating
level: 4

Evaluate IP acquisition options
type: Concept
type: ProcessNode
source: PCF:1.2.2.6
broader: Define and evaluate strategic options to achieve the mission
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.2.6
preferred label: 评估 IP acquisition options @zh
domain: operating
level: 4

Evaluate innovation options
type: Concept
type: ProcessNode
source: PCF:1.2.2.7
broader: Define and evaluate strategic options to achieve the mission
definition: Evaluating innovation options to advance technology, products/services, and/or operational performance.
definition: Evaluating 创新 options to advance technology, products/services, and/or operational 绩效. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.2.7
preferred label: 评估 创新 options @zh
domain: operating
level: 4

Evaluate sustainability options
type: Concept
type: ProcessNode
source: PCF:1.2.2.8
broader: Define and evaluate strategic options to achieve the mission
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.2.8
preferred label: 评估 可持续发展 options @zh
domain: operating
level: 4

Evaluate global support options
type: Concept
type: ProcessNode
source: PCF:1.2.2.9
broader: Define and evaluate strategic options to achieve the mission
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.2.9
preferred label: 评估 global support options @zh
domain: operating
level: 4

Develop partner/alliance strategy
type: Concept
type: ProcessNode
source: PCF:1.2.3.1
broader: Set/Develop long-term enterprise strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.3.1
preferred label: 开发 partner/alliance 战略 @zh
domain: operating
level: 4

Develop sustainability strategy
type: Concept
type: ProcessNode
source: PCF:1.2.3.2
broader: Set/Develop long-term enterprise strategy
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.2.3.2
preferred label: 开发 可持续发展 战略 @zh
domain: operating
level: 4

Develop merger/demerger/acquisition/exit strategy
type: Concept
type: ProcessNode
source: PCF:1.2.3.3
broader: Set/Develop long-term enterprise strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.3.3
preferred label: 开发 merger/demerger/acquisition/exit 战略 @zh
domain: operating
level: 4

Develop innovation strategy
type: Concept
type: ProcessNode
source: PCF:1.2.3.4
broader: Set/Develop long-term enterprise strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.3.4
preferred label: 开发 创新 战略 @zh
domain: operating
level: 4

Develop global support strategy
type: Concept
type: ProcessNode
source: PCF:1.2.3.5
broader: Set/Develop long-term enterprise strategy
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.2.3.5
preferred label: 开发 global support 战略 @zh
domain: operating
level: 4

Develop shared services strategy
type: Concept
type: ProcessNode
source: PCF:1.2.3.6
broader: Set/Develop long-term enterprise strategy
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.2.3.6
preferred label: 开发 shared services 战略 @zh
domain: operating
level: 4

Develop Lean/continuous improvement strategy
type: Concept
type: ProcessNode
source: PCF:1.2.3.7
broader: Set/Develop long-term enterprise strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.3.7
preferred label: 开发 Lean/continuous improvement 战略 @zh
domain: operating
level: 4

Coordinate and align cross-functional and process strategies
type: Concept
type: ProcessNode
source: PCF:1.2.4
broader: Develop business strategy
definition: 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].
definition: 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]. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.4
preferred label: 协调 and align cross-functional and process strategies @zh
domain: operating
level: 3

Evaluate breadth and depth of organizational structure
type: Concept
type: ProcessNode
source: PCF:1.2.5.1
broader: Create organizational design
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.5.1
preferred label: 评估 breadth and depth of organizational structure @zh
domain: operating
level: 4

Perform job-specific roles mapping and value-added analyses
type: Concept
type: ProcessNode
source: PCF:1.2.5.2
broader: Create organizational design
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.5.2
domain: operating
level: 4

Develop role activity diagrams to assess hand-off activity
type: Concept
type: ProcessNode
source: PCF:1.2.5.3
broader: Create organizational design
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.2.5.3
preferred label: 开发 role activity diagrams to assess hand-off activity @zh
domain: operating
level: 4

Perform organization redesign workshops
type: Concept
type: ProcessNode
source: PCF:1.2.5.4
broader: Create organizational design
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.2.5.4
domain: operating
level: 4

Design the relationships between organizational units
type: Concept
type: ProcessNode
source: PCF:1.2.5.5
broader: Create organizational design
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.2.5.5
preferred label: 设计 the relationships between organizational units @zh
domain: operating
level: 4

Develop role analysis and activity diagrams for key processes
type: Concept
type: ProcessNode
source: PCF:1.2.5.6
broader: Create organizational design
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.5.6
preferred label: 开发 role analysis and activity diagrams for key processes @zh
domain: operating
level: 4

Assess organizational implication of feasible alternatives
type: Concept
type: ProcessNode
source: PCF:1.2.5.7
broader: Create organizational design
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.5.7
preferred label: 评估 organizational implication of feasible alternatives @zh
domain: operating
level: 4

Migrate to new organization
type: Concept
type: ProcessNode
source: PCF:1.2.5.8
broader: Create organizational design
definition: 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].)
definition: 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].) @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.5.8
domain: operating
level: 4

Identify organizational objectives
type: Concept
type: ProcessNode
source: PCF:1.2.6.1
broader: Develop and set organizational objectives
definition: Creating and developing strategic objectives that establishes a process to outline expected outcomes and guide employees' efforts.
in scheme: O'Process Framework (OPF)
notation: 1.2.6.1
preferred label: 识别 organizational objectives @zh
domain: operating
level: 4

Establish baseline metrics
type: Concept
type: ProcessNode
source: PCF:1.2.6.2
broader: Develop and set organizational objectives
definition: Establishing baselines that provide standards for assessing performance. Create metrics and KPI's for various functions/processes/activities based on organizational goals.
definition: Establishing baselines that provide standards for assessing 绩效. 创建 metrics and KPI's for various functions/processes/activities based on organizational goals. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.6.2
preferred label: 建立 baseline metrics @zh
domain: operating
level: 4

Monitor performance against objective
type: Concept
type: ProcessNode
source: PCF:1.2.6.3
broader: Develop and set organizational objectives
definition: Defining methodology and frequency of assessment for measuring and monitoring performance of various functions/processes/activities against standard set goals.
definition: Defining methodology and frequency of assessment for measuring and 监控 绩效 of various functions/processes/activities against standard set goals. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.6.3
preferred label: 监控 绩效 against objective @zh
domain: operating
level: 4

Analyze business unit strategies
type: Concept
type: ProcessNode
source: PCF:1.2.7.1
broader: Formulate business unit strategies
definition: Assessing the performance of a business unit against set organizational goals which are based on pre-defined metrics collected through various business unit operations.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.7.1
preferred label: 分析 business unit strategies @zh
domain: operating
level: 4

Identify core competency for each business unit
type: Concept
type: ProcessNode
source: PCF:1.2.7.2
broader: Formulate business unit strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.7.2
preferred label: 识别 core competency for each business unit @zh
domain: operating
level: 4

Refine business unit strategies in support of organizational strategy
type: Concept
type: ProcessNode
source: PCF:1.2.7.3
broader: Formulate business unit strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.7.3
preferred label: Refine business unit strategies in support of organizational 战略 @zh
domain: operating
level: 4

Identify and review customer touchpoints
type: Concept
type: ProcessNode
source: PCF:1.2.8.1.1
broader: Assess customer experience
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.8.1.1
preferred label: 识别 and review customer touchpoints @zh
domain: operating
level: 5

Assess customer experience across touchpoints
type: Concept
type: ProcessNode
source: PCF:1.2.8.1.2
broader: Assess customer experience
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.8.1.2
preferred label: 评估 customer experience across touchpoints @zh
domain: operating
level: 5

Perform root cause analysis of problematic customer experiences
type: Concept
type: ProcessNode
source: PCF:1.2.8.1.3
broader: Assess customer experience
definition: Analyzing the core reason for the customer experience/feedback/response about the product/service to take considerable action for better customer experience.
in scheme: O'Process Framework (OPF)
notation: 1.2.8.1.3
preferred label: Perform root cause analysis of 问题atic customer experiences @zh
domain: operating
level: 5

Define and manage personas
type: Concept
type: ProcessNode
source: PCF:1.2.8.2.1
broader: Design customer experience
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.2.8.2.1
preferred label: 定义 and manage personas @zh
domain: operating
level: 5

Create customer journey maps
type: Concept
type: ProcessNode
source: PCF:1.2.8.2.2
broader: Design customer experience
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.2.8.2.2
preferred label: 创建 customer journey maps @zh
domain: operating
level: 5

Define single view of the customer for the organization
type: Concept
type: ProcessNode
source: PCF:1.2.8.2.3
broader: Design customer experience
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.8.2.3
preferred label: 定义 single view of the customer for the organization @zh
domain: operating
level: 5

Define a vision for the customer experience
type: Concept
type: ProcessNode
source: PCF:1.2.8.2.4
broader: Design customer experience
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.2.8.2.4
preferred label: 定义 a vision for the customer experience @zh
domain: operating
level: 5

Validate with customers
type: Concept
type: ProcessNode
source: PCF:1.2.8.2.5
broader: Design customer experience
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.8.2.5
preferred label: 验证 with customers @zh
domain: operating
level: 5

Align experience with brand values and business strategies
type: Concept
type: ProcessNode
source: PCF:1.2.8.2.6
broader: Design customer experience
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.8.2.6
domain: operating
level: 5

Develop content strategy
type: Concept
type: ProcessNode
source: PCF:1.2.8.2.7
broader: Design customer experience
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.8.2.7
preferred label: 开发 内容 战略 @zh
domain: operating
level: 5

Identify required capabilities
type: Concept
type: ProcessNode
source: PCF:1.2.8.3.1
broader: Design customer experience support structure
definition: Determining the necessary skills and competencies required to efficiently collect customer experiences through the support structure.
in scheme: O'Process Framework (OPF)
notation: 1.2.8.3.1
preferred label: 识别 required capabilities @zh
domain: operating
level: 5

Identify impact on functional processes
type: Concept
type: ProcessNode
source: PCF:1.2.8.3.2
broader: Design customer experience support structure
definition: Identifying the affect of customer experience through customer experience support structure on other functions of customer services related to customer.
definition: Identifying the affect of customer experience through customer experience support structure on other functions of 客户服务s related to customer. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.8.3.2
preferred label: 识别 impact on functional processes @zh
domain: operating
level: 5

Develop customer experience roadmap to develop and implement defined capabilities
type: Concept
type: ProcessNode
source: PCF:1.2.8.4
broader: Develop customer experience strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.8.4
preferred label: 开发 customer experience roadmap to develop and implement defined capabilities @zh
domain: operating
level: 4

Communicate strategies internally and externally
type: Concept
type: ProcessNode
source: PCF:1.2.9
broader: Develop business strategy
definition: Conveying planned procedures and methods to both internal departments and external stakeholders like customers, suppliers, etc., in an effective manner based on organizational objective.
in scheme: O'Process Framework (OPF)
notation: 1.2.9
domain: operating
level: 3

Identify strategic priorities
type: Concept
type: ProcessNode
source: PCF:1.3.1.1
broader: Develop strategic initiatives
definition: 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
definition: 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 @zh
in scheme: O'Process Framework (OPF)
notation: 1.3.1.1
preferred label: 识别 strategic priorities @zh
domain: operating
level: 4

Develop strategic initiatives based on business/customer value
type: Concept
type: ProcessNode
source: PCF:1.3.1.2
broader: Develop strategic initiatives
definition: Creating a statement of the organization's direction based on what is considered "value" to the customer or business.
in scheme: O'Process Framework (OPF)
notation: 1.3.1.2
preferred label: 开发 strategic initiatives based on business/customer value @zh
domain: operating
level: 4

Review with stakeholders
type: Concept
type: ProcessNode
source: PCF:1.3.1.3
broader: Develop strategic initiatives
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.3.1.3
preferred label: 审查 with stakeholders @zh
domain: operating
level: 4

Determine business value for each strategic priority
type: Concept
type: ProcessNode
source: PCF:1.3.2.1
broader: Evaluate strategic initiatives
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.3.2.1
domain: operating
level: 4

Determine the customer value for each strategic priority
type: Concept
type: ProcessNode
source: PCF:1.3.2.2
broader: Evaluate strategic initiatives
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.3.2.2
domain: operating
level: 4

Prioritize strategic initiatives
type: Concept
type: ProcessNode
source: PCF:1.3.3.1
broader: Select strategic initiatives
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.3.3.1
preferred label: 排定优先级 strategic initiatives @zh
domain: operating
level: 4

Communicate strategic initiatives to business units and stakeholders
type: Concept
type: ProcessNode
source: PCF:1.3.3.2
broader: Select strategic initiatives
definition: 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).
in scheme: O'Process Framework (OPF)
notation: 1.3.3.2
domain: operating
level: 4

Identify business value drivers
type: Concept
type: ProcessNode
source: PCF:1.3.4.1
broader: Establish high-level measures
definition: Determining key indicators or factors responsible for driving business value. Key business value drivers comprise of operational, financial, and sustainability drivers.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.3.4.1
preferred label: 识别 business value drivers @zh
domain: operating
level: 4

Establish baselines for business value drivers
type: Concept
type: ProcessNode
source: PCF:1.3.4.2
broader: Establish high-level measures
definition: Establishing baseline measures that provide standards for assessing performance of Identify business value drivers [19982].
definition: Establishing baseline measures that provide standards for assessing 绩效 of 识别 business value drivers [19982]. @zh
in scheme: O'Process Framework (OPF)
notation: 1.3.4.2
preferred label: 建立 baselines for business value drivers @zh
domain: operating
level: 4

Monitor performance against baselines
type: Concept
type: ProcessNode
source: PCF:1.3.4.3
broader: Establish high-level measures
definition: 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].
definition: 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]. @zh
in scheme: O'Process Framework (OPF)
notation: 1.3.4.3
preferred label: 监控 绩效 against baselines @zh
domain: operating
level: 4

Execute strategic initiatives
type: Concept
type: ProcessNode
source: PCF:1.3.5
broader: Develop and measure strategic initiatives
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.3.5
preferred label: 执行 strategic initiatives @zh
domain: operating
level: 3

Review execution of strategic initiatives
type: Concept
type: ProcessNode
source: PCF:1.3.6
broader: Develop and measure strategic initiatives
definition: Periodic review of initiatives based performance, conditions, and marketplace response.
definition: Periodic review of initiatives based 绩效, conditions, and marketplace response. @zh
in scheme: O'Process Framework (OPF)
notation: 1.3.6
preferred label: 审查 execution of strategic initiatives @zh
domain: operating
level: 3

Refine strategic initiatives and project plans as needed
type: Concept
type: ProcessNode
source: PCF:1.3.7
broader: Develop and measure strategic initiatives
definition: Performing required updates to strategic initiatives based upon changes in the marketplace or performance.
definition: Performing required updates to strategic initiatives based upon 变更s in the marketplace or 绩效. @zh
in scheme: O'Process Framework (OPF)
notation: 1.3.7
domain: operating
level: 3

Assemble business model information
type: Concept
type: ProcessNode
source: PCF:1.4.1.1
broader: Develop business models
definition: Collecting all relevant materials needed to develop the business model, so that it can adequately model its processes.
definition: Collecting all relevant materials needed to develop the business 模型, so that it can adequately 模型 its processes. @zh
in scheme: O'Process Framework (OPF)
notation: 1.4.1.1
preferred label: Assemble business 模型 information @zh
domain: operating
level: 4

Secure appropriate approvals
type: Concept
type: ProcessNode
source: PCF:1.4.1.2
broader: Develop business models
definition: Obtaining required permissions, licenses and authorizations that legitimize the business, help to mitigate associated risks and safeguard the operations.
definition: Obtaining required permissions, licenses and authorizations that legitimize the business, help to mitigate associated 风险s and safeguard the operations. @zh
in scheme: O'Process Framework (OPF)
notation: 1.4.1.2
domain: operating
level: 4

Identify integration points with existing models
type: Concept
type: ProcessNode
source: PCF:1.4.1.3
broader: Develop business models
definition: Ensuring coherence with pre-exsiting models to avoid contradictions between models. Make sure that all models represent the same long-term vision.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.4.1.3
preferred label: 识别 integration points with existing 模型s @zh
domain: operating
level: 4

Adopt the business model
type: Concept
type: ProcessNode
source: PCF:1.4.1.4
broader: Develop business models
definition: Consenting to a particular business model and formally accepting it to serve as the set of guiding principles in operating the company.
definition: Consenting to a particular business 模型 and formally accepting it to serve as the set of guiding principles in operating the company. @zh
in scheme: O'Process Framework (OPF)
notation: 1.4.1.4
preferred label: Adopt the business 模型 @zh
domain: operating
level: 4

Establish business model maintenance parameters
type: Concept
type: ProcessNode
source: PCF:1.4.2.1
broader: Maintain business models
definition: Determining the timeline, procedures and responsibilities for reviewing the business model and for updating it to best serve the organization.
definition: Determining the timeline, procedures and responsibilities for reviewing the business 模型 and for updating it to best serve the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 1.4.2.1
preferred label: 建立 business 模型 maintenance parameters @zh
domain: operating
level: 4

Accept business model feedback parameters
type: Concept
type: ProcessNode
source: PCF:1.4.2.2
broader: Maintain business models
definition: Deciding the type of responses, reactions, sentiments and insights that are crucial to be taken into consideration with business model maintenance.
definition: Deciding the type of responses, reactions, sentiments and insights that are crucial to be taken into consideration with business 模型 maintenance. @zh
in scheme: O'Process Framework (OPF)
notation: 1.4.2.2
preferred label: Accept business 模型 feedback parameters @zh
domain: operating
level: 4

Prioritize and manage incoming feedback
type: Concept
type: ProcessNode
source: PCF:1.4.2.3
broader: Maintain business models
definition: 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
definition: 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 @zh
in scheme: O'Process Framework (OPF)
notation: 1.4.2.3
preferred label: 排定优先级 and manage incoming feedback @zh
domain: operating
level: 4

Update existing models
type: Concept
type: ProcessNode
source: PCF:1.4.2.4
broader: Maintain business models
definition: Modifying the business models that are presently in use in response to incoming feedback or changing markets to achieve the enterprise business goals.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.4.2.4
preferred label: Update existing 模型s @zh
domain: operating
level: 4

Establish business model governance
type: Concept
type: ProcessNode
source: PCF:1.4.3
broader: Develop and maintain business models
definition: Creating and implementing a strategy, responsibilities and control mechanisms for managing business models that are timely, efficient and cost-effective.
definition: Creating and implementing a 战略, responsibilities and control mechanisms for managing business 模型s that are timely, efficient and cost-effective. @zh
in scheme: O'Process Framework (OPF)
notation: 1.4.3
preferred label: 建立 business 模型 治理 @zh
domain: operating
level: 3

Define IT strategy alignment
type: Concept
type: ProcessNode
source: ITIL:V5:Strategy Management
broader: Strategy Management
definition: Activity within ITIL practice 'Strategy Management'.
definition: Activity within ITIL practice '战略 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 1.5.1
preferred label: 定义 IT 战略 对齐 @zh
domain: operating
level: 3

Assess strategic options
type: Concept
type: ProcessNode
source: ITIL:V5:Strategy Management
broader: Strategy Management
definition: Activity within ITIL practice 'Strategy Management'.
definition: Activity within ITIL practice '战略 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 1.5.2
preferred label: 评估 strategic options @zh
domain: operating
level: 3

Execute strategic initiatives
type: Concept
type: ProcessNode
source: ITIL:V5:Strategy Management
broader: Strategy Management
definition: Activity within ITIL practice 'Strategy Management'.
definition: Activity within ITIL practice '战略 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 1.5.3
preferred label: 执行 strategic initiatives @zh
domain: operating
level: 3

Confirm alignment of property requirements with business strategy
type: Concept
type: ProcessNode
source: PCF:10.1.1.1
broader: Develop property strategy and long term vision
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.1.1.1
preferred label: Confirm 对齐 of property requirements with business 战略 @zh
domain: management_support
level: 4

Appraise the external environment
type: Concept
type: ProcessNode
source: PCF:10.1.1.2
broader: Develop property strategy and long term vision
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.1.1.2
domain: management_support
level: 4

Determine build, buy, or lease decision
type: Concept
type: ProcessNode
source: PCF:10.1.1.3
broader: Develop property strategy and long term vision
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 10.1.1.3
domain: management_support
level: 4

Design facility
type: Concept
type: ProcessNode
source: PCF:10.1.2.1
broader: Plan facility
definition: Preparing and analyzing different designs for a facility in order to finalize which design will be the most suitable option.
in scheme: O'Process Framework (OPF)
notation: 10.1.2.1
preferred label: 设计 facility @zh
domain: management_support
level: 4

Analyze budget
type: Concept
type: ProcessNode
source: PCF:10.1.2.2
broader: Plan facility
definition: Evaluating the feasibility of budgets prepared for the construction of facilities.
in scheme: O'Process Framework (OPF)
notation: 10.1.2.2
preferred label: 分析 budget @zh
domain: management_support
level: 4

Select property
type: Concept
type: ProcessNode
source: PCF:10.1.2.3
broader: Plan facility
definition: Assessing and choosing the appropriate property. Analyze the property requirements. Review the available property options. Finalize the most suitable option.
definition: Assessing and choosing the appropriate property. 分析 the property requirements. 审查 the available property options. Finalize the most suitable option. @zh
in scheme: O'Process Framework (OPF)
notation: 10.1.2.3
preferred label: 选择 property @zh
domain: management_support
level: 4

Negotiate terms for facility
type: Concept
type: ProcessNode
source: PCF:10.1.2.4
broader: Plan facility
definition: Discussing the terms and conditions of facilities to be occupied according to the business requirements and availability of budgets.
definition: Discussing the terms and conditions of facilities to be occupied according to the business requirements and 可用性 of budgets. @zh
in scheme: O'Process Framework (OPF)
notation: 10.1.2.4
domain: management_support
level: 4

Manage construction or modification to building
type: Concept
type: ProcessNode
source: PCF:10.1.2.5
broader: Plan facility
definition: Constructing the buildings. Manage renovations according to requirements and demands.
definition: Constructing the buildings. 管理 renovations according to requirements and demands. @zh
in scheme: O'Process Framework (OPF)
notation: 10.1.2.5
preferred label: 管理 construction or modification to building @zh
domain: management_support
level: 4

Acquire workspace and facilities
type: Concept
type: ProcessNode
source: PCF:10.1.3.1
broader: Provide workspace and facilities
definition: Attaining the office space with all assets (tables, chairs, computers, admin staff, etc.) according to requirements.
definition: Attaining the office space with all 资产 (tables, chairs, computers, admin staff, etc.) according to requirements. @zh
in scheme: O'Process Framework (OPF)
notation: 10.1.3.1
domain: management_support
level: 4

Change fit/form/function of workspace and facilities
type: Concept
type: ProcessNode
source: PCF:10.1.3.2
broader: Provide workspace and facilities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.1.3.2
preferred label: 变更 fit/form/function of workspace and facilities @zh
domain: management_support
level: 4

Relocate people
type: Concept
type: ProcessNode
source: PCF:10.1.4.1
broader: Manage facilities operations
definition: Shifting staff or employees from one place to another place according to changes in business requirements.
definition: Shifting staff or employees from one place to another place according to 变更s in business requirements. @zh
in scheme: O'Process Framework (OPF)
notation: 10.1.4.1
domain: management_support
level: 4

Relocate material and tools
type: Concept
type: ProcessNode
source: PCF:10.1.4.2
broader: Manage facilities operations
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.1.4.2
domain: management_support
level: 4

Provide facility access and security
type: Concept
type: ProcessNode
source: PCF:10.1.4.3
broader: Manage facilities operations
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.1.4.3
preferred label: 提供 facility access and 安全 @zh
domain: management_support
level: 4

AI-Powered Predictive Maintenance
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Plan and acquire assets
definition: AI-era activity: AI-Powered Predictive Maintenance.
in scheme: O'Process Framework (OPF)
notation: 10.1.5
domain: management_support
level: 3

Define capital investment plan
type: Concept
type: ProcessNode
source: PCF:10.2.1.1
broader: Manage capital program for assets
definition: Establishing what funds will be invested in the construction of assets for the advancement of established business objectives.
definition: Establishing what funds will be invested in the construction of 资产 for the advancement of established business objectives. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.1.1
preferred label: 定义 capital investment plan @zh
domain: management_support
level: 4

Monitor capital program
type: Concept
type: ProcessNode
source: PCF:10.2.1.2
broader: Manage capital program for assets
definition: Monitoring plans on capital projects. Capital projects can be purchasing buildings, lands, etc.
definition: 监控 plans on capital projects. Capital projects can be purchasing buildings, lands, etc. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.1.2
preferred label: 监控 capital program @zh
domain: management_support
level: 4

Secure construction financing
type: Concept
type: ProcessNode
source: PCF:10.2.1.3
broader: Manage capital program for assets
definition: Acquiring the loans needed to construct necessary assets.
definition: Acquiring the loans needed to construct necessary 资产. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.1.3
domain: management_support
level: 4

Develop construction strategy
type: Concept
type: ProcessNode
source: PCF:10.2.2.1
broader: Design and plan asset construction
definition: Developing a strategy to perform asset construction. Assure that timelines, regulations, and resources are on task and on budget.
definition: Developing a 战略 to perform asset construction. Assure that timelines, regulations, and resources are on task and on budget. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.2.1
preferred label: 开发 construction 战略 @zh
domain: management_support
level: 4

Perform construction performance management
type: Concept
type: ProcessNode
source: PCF:10.2.2.2
broader: Design and plan asset construction
definition: Managing the construction process to ensure that activates are on task, on budget, and are being performed with safety and quality in mind.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.2.2
preferred label: Perform construction 绩效 management @zh
domain: management_support
level: 4

Obtain construction permissions
type: Concept
type: ProcessNode
source: PCF:10.2.2.3
broader: Design and plan asset construction
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 10.2.2.3
domain: management_support
level: 4

Design assets
type: Concept
type: ProcessNode
source: PCF:10.2.2.4
broader: Design and plan asset construction
definition: Designing assets to meet organizational needs as well as ensuring that the asset adheres to all national, regional, and local construction codes.
definition: Designing 资产 to meet organizational needs as well as ensuring that the asset adheres to all national, regional, and local construction codes. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.2.4
preferred label: 设计 资产 @zh
domain: management_support
level: 4

Plan construction resources
type: Concept
type: ProcessNode
source: PCF:10.2.2.5
broader: Design and plan asset construction
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.2.5
preferred label: 规划 construction resources @zh
domain: management_support
level: 4

Schedule construction work
type: Concept
type: ProcessNode
source: PCF:10.2.3.1
broader: Schedule and perform construction work
definition: Defining a timetable for which to execute the construction of the asset.
in scheme: O'Process Framework (OPF)
notation: 10.2.3.1
preferred label: 调度 construction work @zh
domain: management_support
level: 4

Obtain resources
type: Concept
type: ProcessNode
source: PCF:10.2.3.2
broader: Schedule and perform construction work
definition: Gathering resources needed to complete all construction work. Verify that all resources have the proper training and skills to perform the work.
definition: Gathering resources needed to complete all construction work. 验证 that all resources have the proper 训练 and skills to perform the work. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.3.2
domain: management_support
level: 4

Construct new assets
type: Concept
type: ProcessNode
source: PCF:10.2.3.3
broader: Schedule and perform construction work
definition: Building new assets necessary for the organization. Be aware of any construction codes and permits that need to be addressed.
definition: Building new 资产 necessary for the organization. Be aware of any construction codes and permits that need to be addressed. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.3.3
preferred label: Construct new 资产 @zh
domain: management_support
level: 4

Augment existing assets
type: Concept
type: ProcessNode
source: PCF:10.2.3.4
broader: Schedule and perform construction work
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.3.4
preferred label: Augment existing 资产 @zh
domain: management_support
level: 4

Renew/Replace assets
type: Concept
type: ProcessNode
source: PCF:10.2.3.5
broader: Schedule and perform construction work
definition: Determining the need to replace existing assets. Be aware of any construction codes and permits that need to be addressed.
definition: Determining the need to replace existing 资产. Be aware of any construction codes and permits that need to be addressed. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.3.5
preferred label: Renew/Replace 资产 @zh
domain: management_support
level: 4

Monitor work performance
type: Concept
type: ProcessNode
source: PCF:10.2.4.1
broader: Manage asset construction
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.4.1
preferred label: 监控 work 绩效 @zh
domain: management_support
level: 4

Undertake construction quality control
type: Concept
type: ProcessNode
source: PCF:10.2.4.2
broader: Manage asset construction
definition: Implementing a checks and balances system to verify that the construction was performed correctly. Rework when errors are found.
in scheme: O'Process Framework (OPF)
notation: 10.2.4.2
preferred label: Undertake construction 质量 control @zh
domain: management_support
level: 4

Create work and asset records
type: Concept
type: ProcessNode
source: PCF:10.2.4.3
broader: Manage asset construction
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 10.2.4.3
preferred label: 创建 work and asset records @zh
domain: management_support
level: 4

Manage safety, security, and access to sites
type: Concept
type: ProcessNode
source: PCF:10.2.4.4
broader: Manage asset construction
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.4.4
preferred label: 管理 安全, 安全, and access to sites @zh
domain: management_support
level: 4

Schedule and perform commissioning
type: Concept
type: ProcessNode
source: PCF:10.2.4.5
broader: Manage asset construction
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.4.5
preferred label: 调度 and perform commissioning @zh
domain: management_support
level: 4

Develop maintenance strategies
type: Concept
type: ProcessNode
source: PCF:10.3.1.1
broader: Plan asset maintenance
definition: Creating goals and agendas to better realize the success of the maintenance policies that have been put into place.
in scheme: O'Process Framework (OPF)
notation: 10.3.1.1
preferred label: 开发 maintenance strategies @zh
domain: management_support
level: 4

Analyze assets and predict maintenance requirements
type: Concept
type: ProcessNode
source: PCF:10.3.1.2
broader: Plan asset maintenance
definition: Evaluating assets in order to project future requirements for maintenance. Evaluate the present working condition of assets. Determine the future maintenance requirements of assets.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.3.1.2
preferred label: 分析 资产 and predict maintenance requirements @zh
domain: management_support
level: 4

Specify maintenance policies
type: Concept
type: ProcessNode
source: PCF:10.3.1.3
broader: Plan asset maintenance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.3.1.3
domain: management_support
level: 4

Integrate preventive maintenance into operations schedule
type: Concept
type: ProcessNode
source: PCF:10.3.1.4
broader: Plan asset maintenance
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 10.3.1.4
domain: management_support
level: 4

Identify work management tasks & priorities
type: Concept
type: ProcessNode
source: PCF:10.3.1.5
broader: Plan asset maintenance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.3.1.5
preferred label: 识别 work management tasks & priorities @zh
domain: management_support
level: 4

Conduct resource planning
type: Concept
type: ProcessNode
source: PCF:10.3.1.6
broader: Plan asset maintenance
definition: Analyzing workload needs in relation to asset maintenance and plan resources around those needs.
in scheme: O'Process Framework (OPF)
notation: 10.3.1.6
preferred label: 开展 resource planning @zh
domain: management_support
level: 4

Create asset work plans
type: Concept
type: ProcessNode
source: PCF:10.3.1.7
broader: Plan asset maintenance
definition: Creating procedures on how to maintain assets.
definition: Creating procedures on how to maintain 资产. @zh
in scheme: O'Process Framework (OPF)
notation: 10.3.1.7
preferred label: 创建 asset work plans @zh
domain: management_support
level: 4

Schedule maintenance work
type: Concept
type: ProcessNode
source: PCF:10.3.2.1
broader: Manage asset maintenance
definition: Defining a timetable for which to execute the maintenance of the asset.
in scheme: O'Process Framework (OPF)
notation: 10.3.2.1
preferred label: 调度 maintenance work @zh
domain: management_support
level: 4

Obtain required resources
type: Concept
type: ProcessNode
source: PCF:10.3.2.2
broader: Manage asset maintenance
definition: Gathering resources needed to complete all maintenance work. Verify that all resources have the proper training and skills to perform the work.
definition: Gathering resources needed to complete all maintenance work. 验证 that all resources have the proper 训练 and skills to perform the work. @zh
in scheme: O'Process Framework (OPF)
notation: 10.3.2.2
domain: management_support
level: 4

Undertake quality control
type: Concept
type: ProcessNode
source: PCF:10.3.2.3
broader: Manage asset maintenance
definition: Implementing a checks and balances system to verify that the maintenance was performed correctly. Rework when errors are found.
in scheme: O'Process Framework (OPF)
notation: 10.3.2.3
preferred label: Undertake 质量 control @zh
domain: management_support
level: 4

Update work and asset records
type: Concept
type: ProcessNode
source: PCF:10.3.2.4
broader: Manage asset maintenance
definition: Modifying existing maintenance records to include all new work that has been performed, what assets were serviced, and any issues that might have arisen.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.3.2.4
domain: management_support
level: 4

Manage maintenance work safety
type: Concept
type: ProcessNode
source: PCF:10.3.2.5
broader: Manage asset maintenance
definition: Assuring that all safety laws and regulations are being implemented and followed. Align practices with regulatory bureaus such as OSHA , EHS, and ISO.
definition: Assuring that all 安全 laws and regulations are being implemented and followed. Align practices with regulatory bureaus such as OSHA , EHS, and ISO. @zh
in scheme: O'Process Framework (OPF)
notation: 10.3.2.5
preferred label: 管理 maintenance work 安全 @zh
domain: management_support
level: 4

Define maintenance performance targets
type: Concept
type: ProcessNode
source: PCF:10.3.2.6
broader: Manage asset maintenance
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 10.3.2.6
preferred label: 定义 maintenance 绩效 targets @zh
domain: management_support
level: 4

Monitor maintenance performance against targets/contracts
type: Concept
type: ProcessNode
source: PCF:10.3.2.7
broader: Manage asset maintenance
definition: Following set performance targets, monitor and gage the success of the organization in meeting those targets.
definition: Following set 绩效 targets, monitor and gage the success of the organization in meeting those targets. @zh
in scheme: O'Process Framework (OPF)
notation: 10.3.2.7
preferred label: 监控 maintenance 绩效 against targets/contracts @zh
domain: management_support
level: 4

Perform preventative asset maintenance
type: Concept
type: ProcessNode
source: PCF:10.3.3.1
broader: Perform asset maintenance
definition: Performing prophylactic maintenance in an effort to avoid corrective or unplanned repairs.
in scheme: O'Process Framework (OPF)
notation: 10.3.3.1
domain: management_support
level: 4

Perform routine asset maintenance
type: Concept
type: ProcessNode
source: PCF:10.3.3.2
broader: Perform asset maintenance
definition: Carrying out required maintenance to continue upkeep of equipment or assets.
definition: Carrying out required maintenance to continue upkeep of equipment or 资产. @zh
in scheme: O'Process Framework (OPF)
notation: 10.3.3.2
domain: management_support
level: 4

Perform corrective asset maintenance and repairs
type: Concept
type: ProcessNode
source: PCF:10.3.3.3
broader: Perform asset maintenance
definition: Repairing or correcting faults that occur with an asset. This could be a break or other repairable damage.
in scheme: O'Process Framework (OPF)
notation: 10.3.3.3
domain: management_support
level: 4

Identify unplanned maintenance requirements
type: Concept
type: ProcessNode
source: PCF:10.3.3.4
broader: Perform asset maintenance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.3.3.4
preferred label: 识别 unplanned maintenance requirements @zh
domain: management_support
level: 4

Perform unplanned maintenance and repairs
type: Concept
type: ProcessNode
source: PCF:10.3.3.5
broader: Perform asset maintenance
definition: Performing repairs that occur outside of normal routine or preventative maintenance.
in scheme: O'Process Framework (OPF)
notation: 10.3.3.5
domain: management_support
level: 4

Monitor useful life of assets
type: Concept
type: ProcessNode
source: PCF:10.4.1.1
broader: Develop exit strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.4.1.1
preferred label: 监控 useful life of 资产 @zh
domain: management_support
level: 4

Perform cost vs. benefit analysis for replacement
type: Concept
type: ProcessNode
source: PCF:10.4.1.2
broader: Develop exit strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.4.1.2
domain: management_support
level: 4

Demolish and secure
type: Concept
type: ProcessNode
source: PCF:10.4.10.1
broader: Perform abandonment
definition: Demolishing and securing asset and resulting parts/debris.
in scheme: O'Process Framework (OPF)
notation: 10.4.10.1
domain: management_support
level: 4

Restore site
type: Concept
type: ProcessNode
source: PCF:10.4.10.2
broader: Perform abandonment
definition: Performing remediation or restoration activities.
in scheme: O'Process Framework (OPF)
notation: 10.4.10.2
domain: management_support
level: 4

Monitor site for duration of time required by regulators
type: Concept
type: ProcessNode
source: PCF:10.4.10.3
broader: Perform abandonment
definition: Managing and reporting site status. Align efforts to all legal, regulatory and social/environmental responsibilities.
in scheme: O'Process Framework (OPF)
notation: 10.4.10.3
preferred label: 监控 site for duration of time required by regulators @zh
domain: management_support
level: 4

Prepare handover to new operator or landowner
type: Concept
type: ProcessNode
source: PCF:10.4.10.4
broader: Perform abandonment
definition: Supporting handover to new operator or landowner. Include proper documentation on asset history and current state to enable orderly transition.
in scheme: O'Process Framework (OPF)
notation: 10.4.10.4
preferred label: 准备 handover to new operator or landowner @zh
domain: management_support
level: 4

Maintain material safety data sheets
type: Concept
type: ProcessNode
source: PCF:10.4.11.1
broader: Perform waste and hazardous goods management
definition: Preparing material safety sheets. Capture material safety records to properly apply handling and disposal requirements.
definition: Preparing material 安全 sheets. 采集 material 安全 records to properly apply handling and disposal requirements. @zh
in scheme: O'Process Framework (OPF)
notation: 10.4.11.1
preferred label: 维护 material 安全 data sheets @zh
domain: management_support
level: 4

Maintain awareness of and communicate regulatory requirements
type: Concept
type: ProcessNode
source: PCF:10.4.11.2
broader: Perform waste and hazardous goods management
definition: Understanding and communicating hazardous material regulatory requirements.
in scheme: O'Process Framework (OPF)
notation: 10.4.11.2
preferred label: 维护 awareness of and communicate regulatory requirements @zh
domain: management_support
level: 4

Maintain hazardous material handling and disposal
type: Concept
type: ProcessNode
source: PCF:10.4.11.3
broader: Perform waste and hazardous goods management
definition: Planning, overseeing, and tracking hazardous material handling and disposal.
in scheme: O'Process Framework (OPF)
notation: 10.4.11.3
preferred label: 维护 hazardous material handling and disposal @zh
domain: management_support
level: 4

Manage compliance audits
type: Concept
type: ProcessNode
source: PCF:10.4.11.4
broader: Perform waste and hazardous goods management
definition: Planning, supporting, and documenting hazardous material audits.
in scheme: O'Process Framework (OPF)
notation: 10.4.11.4
preferred label: 管理 合规 audits @zh
domain: management_support
level: 4

Recognize need to disposition hazardous materials/waste
type: Concept
type: ProcessNode
source: PCF:10.4.11.5
broader: Perform waste and hazardous goods management
definition: Identifying and establishing approaches to dispose of hazardous materials/waste.
in scheme: O'Process Framework (OPF)
notation: 10.4.11.5
domain: management_support
level: 4

Determine disposition and associated processing
type: Concept
type: ProcessNode
source: PCF:10.4.11.6
broader: Perform waste and hazardous goods management
definition: Evaluating hazardous materials and waste for appropriate disposition. Apply requirements and initiate disposition activities.
in scheme: O'Process Framework (OPF)
notation: 10.4.11.6
domain: management_support
level: 4

Manage disposition, disposal, reprocessing activities
type: Concept
type: ProcessNode
source: PCF:10.4.11.7
broader: Perform waste and hazardous goods management
definition: Performing disposition, disposal, and reprocessing activities.
in scheme: O'Process Framework (OPF)
notation: 10.4.11.7
preferred label: 管理 disposition, disposal, reprocessing activities @zh
domain: management_support
level: 4

Manage documentation and reporting
type: Concept
type: ProcessNode
source: PCF:10.4.11.8
broader: Perform waste and hazardous goods management
definition: Documenting and reporting disposition, disposal, and reprocessing activities.
in scheme: O'Process Framework (OPF)
notation: 10.4.11.8
preferred label: 管理 documentation and reporting @zh
domain: management_support
level: 4

Decommission productive assets
type: Concept
type: ProcessNode
source: PCF:10.4.2
broader: Manage asset end-of-life
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.4.2
preferred label: Decommission productive 资产 @zh
domain: management_support
level: 3

Perform sale or trade
type: Concept
type: ProcessNode
source: PCF:10.4.3
broader: Manage asset end-of-life
definition: Performing the sale of assets. Achieve and complete the sale process. Deliver the end product to the customers.
definition: Performing the sale of 资产. Achieve and complete the sale process. Deliver the end product to the customers. @zh
in scheme: O'Process Framework (OPF)
notation: 10.4.3
domain: management_support
level: 3

Manage take-back centers
type: Concept
type: ProcessNode
source: PCF:10.4.4
broader: Manage asset end-of-life
definition: Managing locations where end-of-life assets are evaluated for decommissioning, disassembly, recycling, etc.
definition: Managing locations where end-of-life 资产 are evaluated for decommissioning, disassembly, recycling, etc. @zh
in scheme: O'Process Framework (OPF)
notation: 10.4.4
preferred label: 管理 take-back centers @zh
domain: management_support
level: 3

Dismantle assets
type: Concept
type: ProcessNode
source: PCF:10.4.5
broader: Manage asset end-of-life
definition: Dismantling an asset into manageable parts. The parts may follow different dispositions, such as resale, reuse, recycle, etc.
in scheme: O'Process Framework (OPF)
notation: 10.4.5
preferred label: Dismantle 资产 @zh
domain: management_support
level: 3

Track parts
type: Concept
type: ProcessNode
source: PCF:10.4.6
broader: Manage asset end-of-life
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.4.6
preferred label: 跟踪 parts @zh
domain: management_support
level: 3

Recycle parts
type: Concept
type: ProcessNode
source: PCF:10.4.7
broader: Manage asset end-of-life
definition: Recycling parts in accordance with legal, regulatory, and social/environmental responsibilities.
in scheme: O'Process Framework (OPF)
notation: 10.4.7
domain: management_support
level: 3

Ship hazardous material
type: Concept
type: ProcessNode
source: PCF:10.4.8
broader: Manage asset end-of-life
definition: Planning, conducting, and tracking shipment of hazardous materials.
in scheme: O'Process Framework (OPF)
notation: 10.4.8
domain: management_support
level: 3

Provide government reporting
type: Concept
type: ProcessNode
source: PCF:10.4.9
broader: Manage asset end-of-life
definition: Preparing and distributing government reports.
in scheme: O'Process Framework (OPF)
notation: 10.4.9
preferred label: 提供 government reporting @zh
domain: management_support
level: 3

Determine risk tolerance for organization
type: Concept
type: ProcessNode
source: PCF:11.1.1.1
broader: Establish the enterprise risk framework and policies
definition: Recognizing the organization's tolerance for risk, given risk-return trade-offs for one or more anticipated and predictable consequences.
definition: Recognizing the organization's tolerance for 风险, given 风险-return trade-offs for one or more anticipated and predictable consequences. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.1.1
preferred label: Determine 风险 tolerance for organization @zh
domain: management_support
level: 4

Develop and maintain enterprise risk policies and procedures
type: Concept
type: ProcessNode
source: PCF:11.1.1.2
broader: Establish the enterprise risk framework and policies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.1.2
preferred label: 开发 and maintain 企业风险 policies and procedures @zh
domain: management_support
level: 4

Identify and implement enterprise risk management tools
type: Concept
type: ProcessNode
source: PCF:11.1.1.3
broader: Establish the enterprise risk framework and policies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.1.3
preferred label: 识别 and implement 企业风险 management tools @zh
domain: management_support
level: 4

Coordinate the sharing of risk knowledge across the organization
type: Concept
type: ProcessNode
source: PCF:11.1.1.4
broader: Establish the enterprise risk framework and policies
definition: Communicating the knowledge about risk within the organization. Identify operational risks. Share risk information within the organization.
definition: Communicating the knowledge about 风险 within the organization. 识别 operational 风险s. Share 风险 information within the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.1.4
preferred label: 协调 the sharing of 风险 knowledge across the organization @zh
domain: management_support
level: 4

Prepare and report enterprise risk to executive management and board
type: Concept
type: ProcessNode
source: PCF:11.1.1.5
broader: Establish the enterprise risk framework and policies
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.1.5
preferred label: 准备 and report 企业风险 to executive management and board @zh
domain: management_support
level: 4

Identify enterprise level risks
type: Concept
type: ProcessNode
source: PCF:11.1.2.1
broader: Oversee and coordinate enterprise risk management activities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.2.1
preferred label: 识别 enterprise level 风险s @zh
domain: management_support
level: 4

Assess risks to determine which to mitigate
type: Concept
type: ProcessNode
source: PCF:11.1.2.2
broader: Oversee and coordinate enterprise risk management activities
definition: Identifying options/actions to enhance opportunities and reduce threats. Recognize the root reasons of the identified risks.
definition: Identifying options/actions to enhance opportunities and reduce threats. Recognize the root reasons of the identified 风险s. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.2.2
preferred label: 评估 风险s to determine which to mitigate @zh
domain: management_support
level: 4

Develop risk mitigation and management strategy and integrate with existing performance management processes
type: Concept
type: ProcessNode
source: PCF:11.1.2.3
broader: Oversee and coordinate enterprise risk management activities
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 11.1.2.3
preferred label: 开发 风险 mitigation and management 战略 and integrate with existing 绩效 management processes @zh
domain: management_support
level: 4

Verify business unit and functional risk mitigation plans are implemented
type: Concept
type: ProcessNode
source: PCF:11.1.2.4
broader: Oversee and coordinate enterprise risk management activities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.2.4
preferred label: 验证 business unit and functional 风险 mitigation plans are implemented @zh
domain: management_support
level: 4

Ensure risks and risk mitigation actions are monitored
type: Concept
type: ProcessNode
source: PCF:11.1.2.5
broader: Oversee and coordinate enterprise risk management activities
definition: Ensuring risk monitoring and mitigation activities. Monitor actions to enhance opportunities and reduce threats to project objectives.
definition: Ensuring 风险 监控 and mitigation activities. 监控 actions to enhance opportunities and reduce threats to project objectives. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.2.5
preferred label: Ensure 风险s and 风险 mitigation actions are monitored @zh
domain: management_support
level: 4

Report on enterprise risk activities
type: Concept
type: ProcessNode
source: PCF:11.1.2.6
broader: Oversee and coordinate enterprise risk management activities
definition: Creating a report of activities to address hazard risks, liability torts, financial risks, operational risks, social trends, competition, etc.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.2.6
preferred label: 报告 on 企业风险 activities @zh
domain: management_support
level: 4

Coordinate business unit and functional risk management activities
type: Concept
type: ProcessNode
source: PCF:11.1.2.7
broader: Oversee and coordinate enterprise risk management activities
definition: Coordinating risk management activities to improve opportunities and lessen threats. Specify the organization's objectives. Assign resources to project objectives.
definition: Coordinating 风险 management activities to improve opportunities and lessen threats. Specify the organization's objectives. Assign resources to project objectives. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.2.7
preferred label: 协调 business unit and functional 风险 management activities @zh
domain: management_support
level: 4

Ensure that each business unit/function follows the enterprise risk management process
type: Concept
type: ProcessNode
source: PCF:11.1.2.8
broader: Oversee and coordinate enterprise risk management activities
definition: Checking each business unit's/function's options and activities to improve opportunities and lessen threats.
in scheme: O'Process Framework (OPF)
notation: 11.1.2.8
preferred label: Ensure that each business unit/function follows the 企业风险 management process @zh
domain: management_support
level: 4

Ensure that each business unit/function follows the enterprise risk reporting process
type: Concept
type: ProcessNode
source: PCF:11.1.2.9
broader: Oversee and coordinate enterprise risk management activities
definition: Checking the reporting process of each business unit's/function's options and activities to improve opportunities and lessen threats.
in scheme: O'Process Framework (OPF)
notation: 11.1.2.9
preferred label: Ensure that each business unit/function follows the 企业风险 reporting process @zh
domain: management_support
level: 4

Identify risks
type: Concept
type: ProcessNode
source: PCF:11.1.3.1
broader: Manage business unit and function risk
definition: Developing a timely and continuous process to identify activities that might hinder a project's goals.
in scheme: O'Process Framework (OPF)
notation: 11.1.3.1
preferred label: 识别 风险s @zh
domain: management_support
level: 4

Assess risks using enterprise risk framework policies and procedures
type: Concept
type: ProcessNode
source: PCF:11.1.3.2
broader: Manage business unit and function risk
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.3.2
preferred label: 评估 风险s using 企业风险 framework policies and procedures @zh
domain: management_support
level: 4

Assess adequacy of insurance coverage
type: Concept
type: ProcessNode
source: PCF:11.1.3.3.1
broader: Develop mitigation plans for risks
definition: Evaluating the changing needs for insurance coverage. Research available insurance providers and offerings.
in scheme: O'Process Framework (OPF)
notation: 11.1.3.3.1
preferred label: 评估 adequacy of insurance coverage @zh
domain: management_support
level: 5

Implement mitigation plans for risks
type: Concept
type: ProcessNode
source: PCF:11.1.3.4
broader: Manage business unit and function risk
definition: Executing mitigation plans to improve opportunities and reduce deviations to project objectives.
in scheme: O'Process Framework (OPF)
notation: 11.1.3.4
preferred label: 实施 mitigation plans for 风险s @zh
domain: management_support
level: 4

Monitor risks
type: Concept
type: ProcessNode
source: PCF:11.1.3.5
broader: Manage business unit and function risk
definition: Identifying, examining, and recognizing/justifying any improbability in investment decision making.
in scheme: O'Process Framework (OPF)
notation: 11.1.3.5
preferred label: 监控 风险s @zh
domain: management_support
level: 4

Analyze risk activities and update plans
type: Concept
type: ProcessNode
source: PCF:11.1.3.6
broader: Manage business unit and function risk
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.3.6
preferred label: 分析 风险 activities and update plans @zh
domain: management_support
level: 4

Report on risk activities
type: Concept
type: ProcessNode
source: PCF:11.1.3.7
broader: Manage business unit and function risk
definition: Creating reports on risk activities, and communicating them to management. Prepare reports on the potential for adverse safety consequences.
definition: Creating reports on 风险 activities, and communicating them to management. 准备 reports on the potential for adverse 安全 consequences. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.3.7
preferred label: 报告 on 风险 activities @zh
domain: management_support
level: 4

Assess IT risks
type: Concept
type: ProcessNode
source: ITIL:V5:Risk Management
broader: Risk Management
definition: Activity within ITIL practice 'Risk Management'.
definition: Activity within ITIL practice '风险 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.4.1
preferred label: 评估 IT 风险s @zh
domain: management_support
level: 4

Treat IT risks
type: Concept
type: ProcessNode
source: ITIL:V5:Risk Management
broader: Risk Management
definition: Activity within ITIL practice 'Risk Management'.
definition: Activity within ITIL practice '风险 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.4.2
preferred label: Treat IT 风险s @zh
domain: management_support
level: 4

Monitor IT risk landscape
type: Concept
type: ProcessNode
source: ITIL:V5:Risk Management
broader: Risk Management
definition: Activity within ITIL practice 'Risk Management'.
definition: Activity within ITIL practice '风险 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.4.3
preferred label: 监控 IT 风险 landscape @zh
domain: management_support
level: 4

Develop enterprise compliance policies and procedures
type: Concept
type: ProcessNode
source: PCF:11.2.1.1
broader: Establish compliance framework and policies
definition: Creating a standardized approach to ethics and compliance. Have a programmatic approach for compliance that focuses on the definite risks the organization faces.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.2.1.1
preferred label: 开发 enterprise 合规 policies and procedures @zh
domain: management_support
level: 4

Implement enterprise compliance activities
type: Concept
type: ProcessNode
source: PCF:11.2.1.2
broader: Establish compliance framework and policies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.2.1.2
preferred label: 实施 enterprise 合规 activities @zh
domain: management_support
level: 4

Manage internal audits
type: Concept
type: ProcessNode
source: PCF:11.2.1.3
broader: Establish compliance framework and policies
definition: Managing accounts and prepare regular reports on financial performance.
definition: Managing accounts and prepare regular reports on financial 绩效. @zh
in scheme: O'Process Framework (OPF)
notation: 11.2.1.3
preferred label: 管理 internal audits @zh
domain: management_support
level: 4

Maintain controls-related technologies and tools
type: Concept
type: ProcessNode
source: PCF:11.2.1.4
broader: Establish compliance framework and policies
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 11.2.1.4
preferred label: 维护 controls-related technologies and tools @zh
domain: management_support
level: 4

Develop regulatory compliance procedures
type: Concept
type: ProcessNode
source: PCF:11.2.2.1
broader: Manage regulatory compliance
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 11.2.2.1
preferred label: 开发 regulatory 合规 procedures @zh
domain: management_support
level: 4

Identify applicable regulatory requirements
type: Concept
type: ProcessNode
source: PCF:11.2.2.2
broader: Manage regulatory compliance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.2.2.2
preferred label: 识别 applicable regulatory requirements @zh
domain: management_support
level: 4

Monitor the regulatory environment for changing or emerging regulations
type: Concept
type: ProcessNode
source: PCF:11.2.2.3
broader: Manage regulatory compliance
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 11.2.2.3
preferred label: 监控 the regulatory environment for changing or emerging regulations @zh
domain: management_support
level: 4

Assess current compliance position and identify weaknesses or shortfalls therein
type: Concept
type: ProcessNode
source: PCF:11.2.2.4
broader: Manage regulatory compliance
definition: Evaluating current regulatory policies and regulations. Assess their performance. Make necessary changes.
definition: Evaluating current regulatory policies and regulations. 评估 their 绩效. Make necessary 变更s. @zh
in scheme: O'Process Framework (OPF)
notation: 11.2.2.4
preferred label: 评估 current 合规 position and identify weaknesses or shortfalls therein @zh
domain: management_support
level: 4

Implement missing or stronger regulatory compliance controls and policies
type: Concept
type: ProcessNode
source: PCF:11.2.2.5
broader: Manage regulatory compliance
definition: Assessing the current policies and policies. Implement missing and necessary changes environmental changes, political changes, technological changes, etc.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.2.2.5
preferred label: 实施 missing or stronger regulatory 合规 controls and policies @zh
domain: management_support
level: 4

Monitor and test regulatory compliance position and existing controls
type: Concept
type: ProcessNode
source: PCF:11.2.2.6
broader: Manage regulatory compliance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.2.2.6
preferred label: 监控 and test regulatory 合规 position and existing controls @zh
domain: management_support
level: 4

Compile and communicate compliance scorecard(s)
type: Concept
type: ProcessNode
source: PCF:11.2.2.7
broader: Manage regulatory compliance
definition: Creating a graphical representation of metrics in order to communicate the general health of the organization in relation to risk and compliancy.
definition: Creating a graphical representation of metrics in order to communicate the general health of the organization in relation to 风险 and compliancy. @zh
in scheme: O'Process Framework (OPF)
notation: 11.2.2.7
preferred label: Compile and communicate 合规 scorecard(s) @zh
domain: management_support
level: 4

Compile and communicate internal and regulatory compliance reports
type: Concept
type: ProcessNode
source: PCF:11.2.2.8
broader: Manage regulatory compliance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.2.2.8
preferred label: Compile and communicate internal and regulatory 合规 reports @zh
domain: management_support
level: 4

Maintain relationships with regulators as appropriate
type: Concept
type: ProcessNode
source: PCF:11.2.2.9
broader: Manage regulatory compliance
definition: Developing and preserving relationships with the regulators, without compromising the legal basis of the relationship.
in scheme: O'Process Framework (OPF)
notation: 11.2.2.9
preferred label: 维护 relationships with regulators as appropriate @zh
domain: management_support
level: 4

AI-Enhanced Compliance Monitoring
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage compliance
definition: AI-era activity: AI-Enhanced Compliance Monitoring.
definition: AI-era activity: AI-Enhanced 合规 监控. @zh
in scheme: O'Process Framework (OPF)
notation: 11.2.3
preferred label: AI-Enhanced 合规 监控 @zh
domain: management_support
level: 3

Create remediation plans
type: Concept
type: ProcessNode
source: PCF:11.3.1
broader: Manage remediation efforts
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.3.1
preferred label: 创建 remediation plans @zh
domain: management_support
level: 3

Contact and confer with experts
type: Concept
type: ProcessNode
source: PCF:11.3.2
broader: Manage remediation efforts
definition: Discussing and soliciting advice from experts for in order to incorporate their suggestion (regarding Create remediation plans [11201]).
definition: Discussing and soliciting advice from experts for in order to incorporate their suggestion (regarding 创建 remediation plans [11201]). @zh
in scheme: O'Process Framework (OPF)
notation: 11.3.2
domain: management_support
level: 3

Identify/Dedicate resources
type: Concept
type: ProcessNode
source: PCF:11.3.3
broader: Manage remediation efforts
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 11.3.3
preferred label: 识别/Dedicate resources @zh
domain: management_support
level: 3

Investigate legal aspects
type: Concept
type: ProcessNode
source: PCF:11.3.4
broader: Manage remediation efforts
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.3.4
domain: management_support
level: 3

Investigate damage cause
type: Concept
type: ProcessNode
source: PCF:11.3.5
broader: Manage remediation efforts
definition: Studying the causes of damage, which could be environmental, physical, social, etc. at country level in order to institute better policies and regulations.
in scheme: O'Process Framework (OPF)
notation: 11.3.5
domain: management_support
level: 3

Amend or create policy
type: Concept
type: ProcessNode
source: PCF:11.3.6
broader: Manage remediation efforts
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.3.6
domain: management_support
level: 3

Develop the business resilience strategy
type: Concept
type: ProcessNode
source: PCF:11.4.1
broader: Manage business resiliency
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 11.4.1
preferred label: 开发 the business resilience 战略 @zh
domain: management_support
level: 3

Perform continuous business operations planning
type: Concept
type: ProcessNode
source: PCF:11.4.2
broader: Manage business resiliency
definition: Developing plans to ensure continuous business operations.
in scheme: O'Process Framework (OPF)
notation: 11.4.2
domain: management_support
level: 3

Test continuous business operations
type: Concept
type: ProcessNode
source: PCF:11.4.3
broader: Manage business resiliency
definition: Assessing ongoing activities within the organization that are not intended to stop except for in an emergency.
in scheme: O'Process Framework (OPF)
notation: 11.4.3
preferred label: 测试 continuous business operations @zh
domain: management_support
level: 3

Maintain continuous business operations
type: Concept
type: ProcessNode
source: PCF:11.4.4
broader: Manage business resiliency
definition: Evaluating business operations. Determine which activities generate revenues, perform best, and provide good returns.
in scheme: O'Process Framework (OPF)
notation: 11.4.4
preferred label: 维护 continuous business operations @zh
domain: management_support
level: 3

Share knowledge of specific risks across other parts of the organization
type: Concept
type: ProcessNode
source: PCF:11.4.5
broader: Manage business resiliency
definition: Sharing information about risks and resilience strategies of business operations across the organization so that prospective risks can be avoided.
definition: Sharing information about 风险s and resilience strategies of business operations across the organization so that prospective 风险s can be avoided. @zh
in scheme: O'Process Framework (OPF)
notation: 11.4.5
preferred label: Share knowledge of specific 风险s across other parts of the organization @zh
domain: management_support
level: 3

Define AI ethics principles
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Ethics Framework
definition: AI activity: Define AI ethics principles.
definition: AI activity: 定义 AI 伦理 principles. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.1.1
preferred label: 定义 AI 伦理 principles @zh
domain: management_support
level: 4

Establish ethics review board
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Ethics Framework
definition: AI activity: Establish ethics review board.
definition: AI activity: 建立 伦理 review board. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.1.2
preferred label: 建立 伦理 review board @zh
domain: management_support
level: 4

Conduct AI impact assessments
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Ethics Framework
definition: AI activity: Conduct AI impact assessments.
definition: AI activity: 开展 AI impact assessments. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.1.3
preferred label: 开展 AI impact assessments @zh
domain: management_support
level: 4

Monitor ethical compliance
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Ethics Framework
definition: AI activity: Monitor ethical compliance.
definition: AI activity: 监控 ethical 合规. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.1.4
preferred label: 监控 ethical 合规 @zh
domain: management_support
level: 4

Monitor AI regulations (EU AI Act, etc.)
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Regulatory Compliance
definition: AI activity: Monitor AI regulations (EU AI Act, etc.).
definition: AI activity: 监控 AI regulations (EU AI Act, etc.). @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.2.1
preferred label: 监控 AI regulations (EU AI Act, etc.) @zh
domain: management_support
level: 4

Classify AI systems by risk level
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Regulatory Compliance
definition: AI activity: Classify AI systems by risk level.
definition: AI activity: Classify AI systems by 风险 level. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.2.2
preferred label: Classify AI systems by 风险 level @zh
domain: management_support
level: 4

Maintain AI compliance documentation
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Regulatory Compliance
definition: AI activity: Maintain AI compliance documentation.
definition: AI activity: 维护 AI 合规 documentation. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.2.3
preferred label: 维护 AI 合规 documentation @zh
domain: management_support
level: 4

Conduct regulatory audits
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Regulatory Compliance
definition: AI activity: Conduct regulatory audits.
definition: AI activity: 开展 regulatory audits. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.2.4
preferred label: 开展 regulatory audits @zh
domain: management_support
level: 4

Define AI safety requirements
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Safety and Alignment
definition: AI activity: Define AI safety requirements.
definition: AI activity: 定义 AI 安全 requirements. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.3.1
preferred label: 定义 AI 安全 requirements @zh
domain: management_support
level: 4

Implement guardrails and filters
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Safety and Alignment
definition: AI activity: Implement guardrails and filters.
definition: AI activity: 实施 guardrails and filters. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.3.2
preferred label: 实施 guardrails and filters @zh
domain: management_support
level: 4

Test adversarial robustness
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Safety and Alignment
definition: AI activity: Test adversarial robustness.
definition: AI activity: 测试 adversarial robustness. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.3.3
preferred label: 测试 adversarial robustness @zh
domain: management_support
level: 4

Monitor alignment metrics
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Safety and Alignment
definition: AI activity: Monitor alignment metrics.
definition: AI activity: 监控 对齐 metrics. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.3.4
preferred label: 监控 对齐 metrics @zh
domain: management_support
level: 4

Assess training data bias
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Bias and Fairness
definition: AI activity: Assess training data bias.
definition: AI activity: 评估 训练 data 偏见. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.4.1
preferred label: 评估 训练 data 偏见 @zh
domain: management_support
level: 4

Implement fairness metrics
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Bias and Fairness
definition: AI activity: Implement fairness metrics.
definition: AI activity: 实施 公平性 metrics. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.4.2
preferred label: 实施 公平性 metrics @zh
domain: management_support
level: 4

Audit model decisions for bias
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Bias and Fairness
definition: AI activity: Audit model decisions for bias.
definition: AI activity: 审计 模型 decisions for 偏见. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.4.3
preferred label: 审计 模型 decisions for 偏见 @zh
domain: management_support
level: 4

Remediate identified biases
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Bias and Fairness
definition: AI activity: Remediate identified biases.
definition: AI activity: Remediate identified 偏见es. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.4.4
preferred label: Remediate identified 偏见es @zh
domain: management_support
level: 4

Implement model explainability
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Transparency and Explainability
definition: AI activity: Implement model explainability.
definition: AI activity: 实施 模型 可解释性. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.5.1
preferred label: 实施 模型 可解释性 @zh
domain: management_support
level: 4

Document AI decision processes
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Transparency and Explainability
definition: AI activity: Document AI decision processes.
in scheme: O'Process Framework (OPF)
notation: 11.5.5.2
domain: management_support
level: 4

Provide stakeholder AI literacy
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Transparency and Explainability
definition: AI activity: Provide stakeholder AI literacy.
definition: AI activity: 提供 stakeholder AI literacy. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.5.3
preferred label: 提供 stakeholder AI literacy @zh
domain: management_support
level: 4

Publish AI transparency reports
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Transparency and Explainability
definition: AI activity: Publish AI transparency reports.
definition: AI activity: 发布 AI 透明度 reports. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.5.4
preferred label: 发布 AI 透明度 reports @zh
domain: management_support
level: 4

Plan, build, and manage lender relations
type: Concept
type: ProcessNode
source: PCF:12.1.1
broader: Build investor relationships
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 12.1.1
preferred label: 规划, build, and manage lender relations @zh
domain: management_support
level: 3

Plan, build, and manage analyst relations
type: Concept
type: ProcessNode
source: PCF:12.1.2
broader: Build investor relationships
definition: Creating and maintaining long-term relations with analysts. Involve analysts in strategy and product decisions in order to elicit valuable information.
definition: Creating and maintaining long-term relations with analysts. Involve analysts in 战略 and product decisions in order to elicit valuable information. @zh
in scheme: O'Process Framework (OPF)
notation: 12.1.2
preferred label: 规划, build, and manage analyst relations @zh
domain: management_support
level: 3

Communicate with shareholders
type: Concept
type: ProcessNode
source: PCF:12.1.3
broader: Build investor relationships
definition: Practicing regular, transparent communication with shareholders through annual shareholders' meetings, quarterly earnings calls, shareholders letters, one-on-one emails or calls, etc.
in scheme: O'Process Framework (OPF)
notation: 12.1.3
domain: management_support
level: 3

AI-Powered Partner Assessment
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Build investor relationships
definition: AI-era activity: AI-Powered Partner Assessment.
in scheme: O'Process Framework (OPF)
notation: 12.1.4
domain: management_support
level: 3

Assess relationships
type: Concept
type: ProcessNode
source: PCF:12.2.1.1
broader: Manage government relations
definition: Ascertaining how the business entity relates to all levels of government. Identify areas that needs further growth and resources to foster those relationships.
definition: Ascertaining how the business entity relates to all levels of government. 识别 areas that needs further growth and resources to foster those relationships. @zh
in scheme: O'Process Framework (OPF)
notation: 12.2.1.1
preferred label: 评估 relationships @zh
domain: management_support
level: 4

Appoint responsible executives
type: Concept
type: ProcessNode
source: PCF:12.2.1.2
broader: Manage government relations
definition: Assigning executive level resources to manage, grow, and drive relationships with government bodies.
in scheme: O'Process Framework (OPF)
notation: 12.2.1.2
domain: management_support
level: 4

Monitor relationships
type: Concept
type: ProcessNode
source: PCF:12.2.1.3
broader: Manage government relations
definition: Analyzing current relationships with government bodies and entities.
in scheme: O'Process Framework (OPF)
notation: 12.2.1.3
preferred label: 监控 relationships @zh
domain: management_support
level: 4

Receive input from internal advisors
type: Concept
type: ProcessNode
source: PCF:12.2.1.4
broader: Manage government relations
definition: Garnering internal advice from an informal group in order to successfully maintain and advance relationships.
in scheme: O'Process Framework (OPF)
notation: 12.2.1.4
preferred label: 接收 input from internal advisors @zh
domain: management_support
level: 4

Receive input from external advisors
type: Concept
type: ProcessNode
source: PCF:12.2.1.5
broader: Manage government relations
definition: Garnering third party advice from an informal group in order to successfully maintain and advance relationships.
in scheme: O'Process Framework (OPF)
notation: 12.2.1.5
preferred label: 接收 input from external advisors @zh
domain: management_support
level: 4

Liaise with authorities
type: Concept
type: ProcessNode
source: PCF:12.2.1.6
broader: Manage government relations
definition: Meeting with government heads and representatives.
in scheme: O'Process Framework (OPF)
notation: 12.2.1.6
domain: management_support
level: 4

Establish relationships with agencies
type: Concept
type: ProcessNode
source: PCF:12.2.2.1
broader: Manage relations with quasi-government bodies
definition: Engaging government, regulatory, or industry agencies to establish relationships. Analyze steps and requirements necessary for inclusion, if needed.
definition: Engaging government, regulatory, or industry agencies to establish relationships. 分析 steps and requirements necessary for inclusion, if needed. @zh
in scheme: O'Process Framework (OPF)
notation: 12.2.2.1
preferred label: 建立 relationships with agencies @zh
domain: management_support
level: 4

Respond to audit inquiries
type: Concept
type: ProcessNode
source: PCF:12.2.2.2
broader: Manage relations with quasi-government bodies
definition: Cooperating with auditors regarding potential or ongoing inquiries.
in scheme: O'Process Framework (OPF)
notation: 12.2.2.2
domain: management_support
level: 4

Maintain documentation of contacts
type: Concept
type: ProcessNode
source: PCF:12.2.2.3
broader: Manage relations with quasi-government bodies
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 12.2.2.3
preferred label: 维护 documentation of contacts @zh
domain: management_support
level: 4

Plan and manage meetings
type: Concept
type: ProcessNode
source: PCF:12.2.2.4
broader: Manage relations with quasi-government bodies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.2.2.4
preferred label: 规划 and manage meetings @zh
domain: management_support
level: 4

Evaluate the requirements for strategic relationships
type: Concept
type: ProcessNode
source: PCF:12.2.3.1
broader: Manage relations with trade or industry groups
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 12.2.3.1
preferred label: 评估 the requirements for strategic relationships @zh
domain: management_support
level: 4

Monitor the success of the partnerships
type: Concept
type: ProcessNode
source: PCF:12.2.3.2
broader: Manage relations with trade or industry groups
definition: Analyzing current relationships with trade and industry groups. Ensure that the partnership in successful and make modifications where needed.
in scheme: O'Process Framework (OPF)
notation: 12.2.3.2
preferred label: 监控 the success of the partnerships @zh
domain: management_support
level: 4

Extend or change the relationships
type: Concept
type: ProcessNode
source: PCF:12.2.3.3
broader: Manage relations with trade or industry groups
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.2.3.3
preferred label: Extend or 变更 the relationships @zh
domain: management_support
level: 4

Manage lobby activities
type: Concept
type: ProcessNode
source: PCF:12.2.4
broader: Manage government and industry relationships
definition: Managing lobbying activities to affect government policies.
in scheme: O'Process Framework (OPF)
notation: 12.2.4
preferred label: 管理 lobby activities @zh
domain: management_support
level: 3

Report financial results
type: Concept
type: ProcessNode
source: PCF:12.3.1
broader: Manage relations with board of directors
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.3.1
preferred label: 报告 financial results @zh
domain: management_support
level: 3

Report audit findings
type: Concept
type: ProcessNode
source: PCF:12.3.2
broader: Manage relations with board of directors
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.3.2
preferred label: 报告 audit findings @zh
domain: management_support
level: 3

Create ethics policies
type: Concept
type: ProcessNode
source: PCF:12.4.1
broader: Manage legal and ethical issues
definition: Creating a code of ethics that communicate the organization's philosophy to employees, vendors, customers, clients, and the public.
definition: Creating a code of 伦理 that communicate the organization's philosophy to employees, vendors, customers, clients, and the public. @zh
in scheme: O'Process Framework (OPF)
notation: 12.4.1
preferred label: 创建 伦理 policies @zh
domain: management_support
level: 3

Manage corporate governance policies
type: Concept
type: ProcessNode
source: PCF:12.4.2
broader: Manage legal and ethical issues
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.4.2
preferred label: 管理 corporate 治理 policies @zh
domain: management_support
level: 3

Develop and perform preventive law programs
type: Concept
type: ProcessNode
source: PCF:12.4.3
broader: Manage legal and ethical issues
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.4.3
preferred label: 开发 and perform preventive law programs @zh
domain: management_support
level: 3

Plan and initiate compliance program
type: Concept
type: ProcessNode
source: PCF:12.4.4.1
broader: Ensure compliance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.4.4.1
preferred label: 规划 and initiate 合规 program @zh
domain: management_support
level: 4

Execute compliance program
type: Concept
type: ProcessNode
source: PCF:12.4.4.2
broader: Ensure compliance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.4.4.2
preferred label: 执行 合规 program @zh
domain: management_support
level: 4

Assess problem and determine work requirements
type: Concept
type: ProcessNode
source: PCF:12.4.5.1
broader: Manage outside counsel
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.4.5.1
preferred label: 评估 问题 and determine work requirements @zh
domain: management_support
level: 4

Engage/Retain outside counsel if necessary
type: Concept
type: ProcessNode
source: PCF:12.4.5.2
broader: Manage outside counsel
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 12.4.5.2
domain: management_support
level: 4

Receive strategy/budget
type: Concept
type: ProcessNode
source: PCF:12.4.5.3
broader: Manage outside counsel
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.4.5.3
preferred label: 接收 战略/budget @zh
domain: management_support
level: 4

Receive work product and manage/monitor case and work performed
type: Concept
type: ProcessNode
source: PCF:12.4.5.4
broader: Manage outside counsel
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.4.5.4
preferred label: 接收 work product and manage/monitor case and work performed @zh
domain: management_support
level: 4

Process payment for legal services
type: Concept
type: ProcessNode
source: PCF:12.4.5.5
broader: Manage outside counsel
definition: Making payments to legal advisers for their services. Payments include addressing issues or suits by customers, suppliers, competitors, bankers, government agencies, etc.
in scheme: O'Process Framework (OPF)
notation: 12.4.5.5
preferred label: 处理 payment for legal services @zh
domain: management_support
level: 4

Track legal activity/performance
type: Concept
type: ProcessNode
source: PCF:12.4.5.6
broader: Manage outside counsel
definition: Keeping track of the legal activities and performance of the organization.
definition: Keeping track of the legal activities and 绩效 of the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 12.4.5.6
preferred label: 跟踪 legal activity/绩效 @zh
domain: management_support
level: 4

Manage copyrights, patents, and trademarks
type: Concept
type: ProcessNode
source: PCF:12.4.6.1
broader: Protect intellectual property
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.4.6.1
preferred label: 管理 copyrights, patents, and trademarks @zh
domain: management_support
level: 4

Maintain intellectual property rights and restrictions
type: Concept
type: ProcessNode
source: PCF:12.4.6.2
broader: Protect intellectual property
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 12.4.6.2
preferred label: 维护 intellectual property rights and restrictions @zh
domain: management_support
level: 4

Administer licensing terms
type: Concept
type: ProcessNode
source: PCF:12.4.6.3
broader: Protect intellectual property
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.4.6.3
domain: management_support
level: 4

Administer options
type: Concept
type: ProcessNode
source: PCF:12.4.6.4
broader: Protect intellectual property
definition: Managing options regarding licensing agreements. Follow favorable terms and conditions.
in scheme: O'Process Framework (OPF)
notation: 12.4.6.4
domain: management_support
level: 4

Resolve disputes and litigations
type: Concept
type: ProcessNode
source: PCF:12.4.7
broader: Manage legal and ethical issues
definition: Resolving disputes or civil lawsuits internally or externally.
in scheme: O'Process Framework (OPF)
notation: 12.4.7
preferred label: 解决 disputes and litigations @zh
domain: management_support
level: 3

Provide legal advice/counseling
type: Concept
type: ProcessNode
source: PCF:12.4.8
broader: Manage legal and ethical issues
definition: Providing legal advice concerning the substance or procedure of a law in relation to a particular situation.
in scheme: O'Process Framework (OPF)
notation: 12.4.8
preferred label: 提供 legal advice/counseling @zh
domain: management_support
level: 3

Negotiate and document agreements/contracts
type: Concept
type: ProcessNode
source: PCF:12.4.9
broader: Manage legal and ethical issues
definition: Negotiating terms to reach a final draft of a contract that is acceptable to all parties.
in scheme: O'Process Framework (OPF)
notation: 12.4.9
domain: management_support
level: 3

Manage community relations
type: Concept
type: ProcessNode
source: PCF:12.5.1
broader: Manage public relations program
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.5.1
preferred label: 管理 community relations @zh
domain: management_support
level: 3

Manage media relations
type: Concept
type: ProcessNode
source: PCF:12.5.2
broader: Manage public relations program
definition: Developing and managing relations with media. Develop connections with journalists to solicit critical, third-party endorsements for a product, issue, service, or organization.
definition: Developing and managing relations with media. 开发 connections with journalists to solicit critical, third-party endorsements for a product, issue, service, or organization. @zh
in scheme: O'Process Framework (OPF)
notation: 12.5.2
preferred label: 管理 media relations @zh
domain: management_support
level: 3

Promote political stability
type: Concept
type: ProcessNode
source: PCF:12.5.3
broader: Manage public relations program
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.5.3
domain: management_support
level: 3

Create press releases
type: Concept
type: ProcessNode
source: PCF:12.5.4
broader: Manage public relations program
definition: Developing press releases to communicate developments and generate interest in the organization.
definition: Developing press 发布s to communicate developments and generate interest in the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 12.5.4
preferred label: 创建 press 发布s @zh
domain: management_support
level: 3

Issue press releases
type: Concept
type: ProcessNode
source: PCF:12.5.5
broader: Manage public relations program
definition: Issuing press releases to carefully selected media in distribution channels such as the web, newspapers, and social media.
definition: Issuing press 发布s to carefully selected media in distribution channels such as the web, newspapers, and social media. @zh
in scheme: O'Process Framework (OPF)
notation: 12.5.5
preferred label: Issue press 发布s @zh
domain: management_support
level: 3

Evaluate and select suppliers
type: Concept
type: ProcessNode
source: ITIL:V5:Supplier Management
broader: Supplier Management
definition: Activity within ITIL practice 'Supplier Management'.
in scheme: O'Process Framework (OPF)
notation: 12.6.1
preferred label: 评估 and select suppliers @zh
domain: management_support
level: 3

Manage supplier contracts
type: Concept
type: ProcessNode
source: ITIL:V5:Supplier Management
broader: Supplier Management
definition: Activity within ITIL practice 'Supplier Management'.
in scheme: O'Process Framework (OPF)
notation: 12.6.2
preferred label: 管理 supplier contracts @zh
domain: management_support
level: 3

Monitor supplier performance
type: Concept
type: ProcessNode
source: ITIL:V5:Supplier Management
broader: Supplier Management
definition: Activity within ITIL practice 'Supplier Management'.
in scheme: O'Process Framework (OPF)
notation: 12.6.3
preferred label: 监控 supplier 绩效 @zh
domain: management_support
level: 3

Define and manage governance approach
type: Concept
type: ProcessNode
source: PCF:13.1.1.1
broader: Establish and maintain process management governance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.1.1
preferred label: 定义 and manage 治理 approach @zh
domain: management_support
level: 4

Establish and maintain process tools and templates
type: Concept
type: ProcessNode
source: PCF:13.1.1.2
broader: Establish and maintain process management governance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.1.2
preferred label: 建立 and maintain process tools and templates @zh
domain: management_support
level: 4

Assign and support process ownership
type: Concept
type: ProcessNode
source: PCF:13.1.1.3
broader: Establish and maintain process management governance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.1.3
domain: management_support
level: 4

Perform process governance activities
type: Concept
type: ProcessNode
source: PCF:13.1.1.4
broader: Establish and maintain process management governance
definition: Implementing and executing activities for governing business processes. Execute activities that encourage participation, accountability, transparency, responsiveness, equity and inclusiveness, etc. within the business processes.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.1.4
preferred label: Perform process 治理 activities @zh
domain: management_support
level: 4

Establish and maintain process framework
type: Concept
type: ProcessNode
source: PCF:13.1.2.1
broader: Define and manage process frameworks
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.2.1
preferred label: 建立 and maintain process framework @zh
domain: management_support
level: 4

Identify cross-functional processes
type: Concept
type: ProcessNode
source: PCF:13.1.2.2
broader: Define and manage process frameworks
definition: Recognizing the different functional areas working on the same project or goal.
in scheme: O'Process Framework (OPF)
notation: 13.1.2.2
preferred label: 识别 cross-functional processes @zh
domain: management_support
level: 4

Scope processes
type: Concept
type: ProcessNode
source: PCF:13.1.3.1
broader: Define processes
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.3.1
domain: management_support
level: 4

Identify published best practices
type: Concept
type: ProcessNode
source: PCF:13.1.3.2.1
broader: Analyze processes
definition: Realizing those practices and procedures that are the most effective to the success of the business and making that information available.
in scheme: O'Process Framework (OPF)
notation: 13.1.3.2.1
preferred label: 识别 published best practices @zh
domain: management_support
level: 5

Identify and denote process control points
type: Concept
type: ProcessNode
source: PCF:13.1.3.3
broader: Define processes
definition: Establishment of a "checkpoint" in a process that prevent the process from continuing unless all requirements are satisfied.
in scheme: O'Process Framework (OPF)
notation: 13.1.3.3
preferred label: 识别 and denote process control points @zh
domain: management_support
level: 4

Model and document processes
type: Concept
type: ProcessNode
source: PCF:13.1.3.4
broader: Define processes
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.3.4
preferred label: 模型 and document processes @zh
domain: management_support
level: 4

Publish processes
type: Concept
type: ProcessNode
source: PCF:13.1.3.5
broader: Define processes
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.3.5
preferred label: 发布 processes @zh
domain: management_support
level: 4

Provide process training
type: Concept
type: ProcessNode
source: PCF:13.1.4.1
broader: Manage process performance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.4.1
preferred label: 提供 process 训练 @zh
domain: management_support
level: 4

Support process execution
type: Concept
type: ProcessNode
source: PCF:13.1.4.2
broader: Manage process performance
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 13.1.4.2
domain: management_support
level: 4

Identify additional metrics as required
type: Concept
type: ProcessNode
source: PCF:13.1.4.3.1
broader: Measure and report process performance
definition: Determining the need for additional performance indicators that would be necessary to successfully achieve the business goal.
definition: Determining the need for additional 绩效 indicators that would be necessary to successfully achieve the business goal. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.4.3.1
preferred label: 识别 additional metrics as required @zh
domain: management_support
level: 5

Identify and select improvement opportunities
type: Concept
type: ProcessNode
source: PCF:13.1.5.1
broader: Improve processes
definition: Helping a process owner to identify, analyze, and improve existing business processes within an organization to meet new goals and objectives.
in scheme: O'Process Framework (OPF)
notation: 13.1.5.1
preferred label: 识别 and select improvement opportunities @zh
domain: management_support
level: 4

Select process improvement methodology
type: Concept
type: ProcessNode
source: PCF:13.1.5.2
broader: Improve processes
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.5.2
preferred label: 选择 process improvement methodology @zh
domain: management_support
level: 4

Manage improvement projects
type: Concept
type: ProcessNode
source: PCF:13.1.5.3
broader: Improve processes
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.5.3
preferred label: 管理 improvement projects @zh
domain: management_support
level: 4

Perform continuous improvement activities
type: Concept
type: ProcessNode
source: PCF:13.1.5.4
broader: Improve processes
definition: Persistently implementing activities for improving business processes.
in scheme: O'Process Framework (OPF)
notation: 13.1.5.4
domain: management_support
level: 4

Define sustainability disclosure requirements
type: Concept
type: ProcessNode
source: PCF:13.10.1.1.1
broader: Identify sustainability requirements
definition: Defining and communicating sustainability disclosure requirements. Clarify and align disclosure requirements to other organizational reporting requirements and needs. Integrate preparation and reporting activities.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.10.1.1.1
preferred label: 定义 可持续发展 disclosure requirements @zh
domain: management_support
level: 5

Define sustainability governance requirements
type: Concept
type: ProcessNode
source: PCF:13.10.1.1.2
broader: Identify sustainability requirements
definition: Defining governance requirements for sustainability. Include structure, roles, alignment to organization models, processes and standards to be applied.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.10.1.1.2
preferred label: 定义 可持续发展 治理 requirements @zh
domain: management_support
level: 5

Define sustainability functional and performance requirements
type: Concept
type: ProcessNode
source: PCF:13.10.1.1.3
broader: Identify sustainability requirements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.10.1.1.3
preferred label: 定义 可持续发展 functional and 绩效 requirements @zh
domain: management_support
level: 5

Establish sustainability goals/objectives
type: Concept
type: ProcessNode
source: PCF:13.10.1.2
broader: Develop sustainability capability
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.10.1.2
preferred label: 建立 可持续发展 goals/objectives @zh
domain: management_support
level: 4

Create sustainability policies
type: Concept
type: ProcessNode
source: PCF:13.10.1.3
broader: Develop sustainability capability
definition: Establishing, documenting, and communicating sustainability policies. Develop policies, written procedures, and supporting tools to dictate how the organization will meet policy requirements.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.10.1.3
preferred label: 创建 可持续发展 policies @zh
domain: management_support
level: 4

Define sustainability measures
type: Concept
type: ProcessNode
source: PCF:13.10.1.4
broader: Develop sustainability capability
definition: Defining sustainability measures. Provide organization-wide measures, to include data collection strategies, calculations, analytics, and reporting formats.
definition: Defining 可持续发展 measures. 提供 organization-wide measures, to include data collection strategies, calculations, analytics, and reporting formats. @zh
in scheme: O'Process Framework (OPF)
notation: 13.10.1.4
preferred label: 定义 可持续发展 measures @zh
domain: management_support
level: 4

Create sustainability plan(s)
type: Concept
type: ProcessNode
source: PCF:13.10.1.5
broader: Develop sustainability capability
definition: Creating sustainability plans. Develop and socialize sustainability plans for the organization, functional units, and support services. Ensure alignment to sustainability requirements, goals, and governance.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.10.1.5
preferred label: 创建 可持续发展 plan(s) @zh
domain: management_support
level: 4

Provide sustainability training
type: Concept
type: ProcessNode
source: PCF:13.10.2.1
broader: Manage sustainability capability
definition: Providing sustainability training and awareness. Plan, prepare, and oversee delivery of sustainability education and enablement activities.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.10.2.1
preferred label: 提供 可持续发展 训练 @zh
domain: management_support
level: 4

Provide sustainability support
type: Concept
type: ProcessNode
source: PCF:13.10.2.2
broader: Manage sustainability capability
definition: Providing support for sustainability activities. Augment functional units and support teams with coaching, mentoring, and SME capacity to perform sustainability projects and activities.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.10.2.2
preferred label: 提供 可持续发展 support @zh
domain: management_support
level: 4

Measure sustainability performance
type: Concept
type: ProcessNode
source: PCF:13.10.2.3.1
broader: Perform sustainability reporting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.10.2.3.1
preferred label: Measure 可持续发展 绩效 @zh
domain: management_support
level: 5

Prepare sustainability statements
type: Concept
type: ProcessNode
source: PCF:13.10.2.3.2
broader: Perform sustainability reporting
definition: Preparing sustainability statements. Given the multitude of potential audiences for reporting, alignment and consistency of sustainability statements provides clarity and reusability for those audiences.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.10.2.3.2
preferred label: 准备 可持续发展 statements @zh
domain: management_support
level: 5

Identify improvement opportunities
type: Concept
type: ProcessNode
source: ITIL:V5:Continual Improvement
broader: Continual Improvement
definition: Activity within ITIL practice 'Continual Improvement'.
in scheme: O'Process Framework (OPF)
notation: 13.11.1
preferred label: 识别 improvement opportunities @zh
domain: management_support
level: 3

Define improvement initiatives
type: Concept
type: ProcessNode
source: ITIL:V5:Continual Improvement
broader: Continual Improvement
definition: Activity within ITIL practice 'Continual Improvement'.
in scheme: O'Process Framework (OPF)
notation: 13.11.2
preferred label: 定义 improvement initiatives @zh
domain: management_support
level: 3

Execute improvements
type: Concept
type: ProcessNode
source: ITIL:V5:Continual Improvement
broader: Continual Improvement
definition: Activity within ITIL practice 'Continual Improvement'.
in scheme: O'Process Framework (OPF)
notation: 13.11.3
preferred label: 执行 improvements @zh
domain: management_support
level: 3

Evaluate improvement results
type: Concept
type: ProcessNode
source: ITIL:V5:Continual Improvement
broader: Continual Improvement
definition: Activity within ITIL practice 'Continual Improvement'.
in scheme: O'Process Framework (OPF)
notation: 13.11.4
preferred label: 评估 improvement results @zh
domain: management_support
level: 3

Define AI maturity framework
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Assess AI Capability Maturity
definition: AI activity: Define AI maturity framework.
definition: AI activity: 定义 AI 成熟度 framework. @zh
in scheme: O'Process Framework (OPF)
notation: 13.12.1.1
preferred label: 定义 AI 成熟度 framework @zh
domain: management_support
level: 4

Benchmark current AI capabilities
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Assess AI Capability Maturity
definition: AI activity: Benchmark current AI capabilities.
in scheme: O'Process Framework (OPF)
notation: 13.12.1.2
domain: management_support
level: 4

Develop AI maturity roadmap
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Assess AI Capability Maturity
definition: AI activity: Develop AI maturity roadmap.
definition: AI activity: 开发 AI 成熟度 roadmap. @zh
in scheme: O'Process Framework (OPF)
notation: 13.12.1.3
preferred label: 开发 AI 成熟度 roadmap @zh
domain: management_support
level: 4

Track maturity progression
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Assess AI Capability Maturity
definition: AI activity: Track maturity progression.
definition: AI activity: 跟踪 成熟度 progression. @zh
in scheme: O'Process Framework (OPF)
notation: 13.12.1.4
preferred label: 跟踪 成熟度 progression @zh
domain: management_support
level: 4

Identify AI skill gaps
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Develop AI Knowledge and Skills
definition: AI activity: Identify AI skill gaps.
definition: AI activity: 识别 AI skill gaps. @zh
in scheme: O'Process Framework (OPF)
notation: 13.12.2.1
preferred label: 识别 AI skill gaps @zh
domain: management_support
level: 4

Design AI training programs
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Develop AI Knowledge and Skills
definition: AI activity: Design AI training programs.
definition: AI activity: 设计 AI 训练 programs. @zh
in scheme: O'Process Framework (OPF)
notation: 13.12.2.2
preferred label: 设计 AI 训练 programs @zh
domain: management_support
level: 4

Certify AI practitioners
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Develop AI Knowledge and Skills
definition: AI activity: Certify AI practitioners.
in scheme: O'Process Framework (OPF)
notation: 13.12.2.3
domain: management_support
level: 4

Build AI communities of practice
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Develop AI Knowledge and Skills
definition: AI activity: Build AI communities of practice.
definition: AI activity: 构建 AI communities of practice. @zh
in scheme: O'Process Framework (OPF)
notation: 13.12.2.4
preferred label: 构建 AI communities of practice @zh
domain: management_support
level: 4

Define decision automation criteria
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI-Assisted Decision Making
definition: AI activity: Define decision automation criteria.
definition: AI activity: 定义 decision 自动化 criteria. @zh
in scheme: O'Process Framework (OPF)
notation: 13.12.3.1
preferred label: 定义 decision 自动化 criteria @zh
domain: management_support
level: 4

Implement decision support systems
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI-Assisted Decision Making
definition: AI activity: Implement decision support systems.
definition: AI activity: 实施 decision support systems. @zh
in scheme: O'Process Framework (OPF)
notation: 13.12.3.2
preferred label: 实施 decision support systems @zh
domain: management_support
level: 4

Monitor decision quality
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI-Assisted Decision Making
definition: AI activity: Monitor decision quality.
definition: AI activity: 监控 decision 质量. @zh
in scheme: O'Process Framework (OPF)
notation: 13.12.3.3
preferred label: 监控 decision 质量 @zh
domain: management_support
level: 4

Balance human-AI decision authority
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI-Assisted Decision Making
definition: AI activity: Balance human-AI decision authority.
definition: AI activity: 平衡 human-AI decision authority. @zh
in scheme: O'Process Framework (OPF)
notation: 13.12.3.4
preferred label: 平衡 human-AI decision authority @zh
domain: management_support
level: 4

Scout AI technology trends
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Innovation Pipeline
definition: AI activity: Scout AI technology trends.
in scheme: O'Process Framework (OPF)
notation: 13.12.4.1
domain: management_support
level: 4

Evaluate AI use cases
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Innovation Pipeline
definition: AI activity: Evaluate AI use cases.
definition: AI activity: 评估 AI use cases. @zh
in scheme: O'Process Framework (OPF)
notation: 13.12.4.2
preferred label: 评估 AI use cases @zh
domain: management_support
level: 4

Prototype AI solutions
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Innovation Pipeline
definition: AI activity: Prototype AI solutions.
in scheme: O'Process Framework (OPF)
notation: 13.12.4.3
domain: management_support
level: 4

Scale successful AI pilots
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Innovation Pipeline
definition: AI activity: Scale successful AI pilots.
in scheme: O'Process Framework (OPF)
notation: 13.12.4.4
domain: management_support
level: 4

Establish portfolio strategy
type: Concept
type: ProcessNode
source: PCF:13.2.1.1
broader: Manage portfolio
definition: Instituting the strategy for managing business portfolio. Create a systematic plan that defines the strategy for managing investments, holdings, products, businesses, and brands.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.1.1
preferred label: 建立 portfolio 战略 @zh
domain: management_support
level: 4

Define portfolio governance
type: Concept
type: ProcessNode
source: PCF:13.2.1.2
broader: Manage portfolio
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.1.2
preferred label: 定义 portfolio 治理 @zh
domain: management_support
level: 4

Monitor and control portfolio
type: Concept
type: ProcessNode
source: PCF:13.2.1.3
broader: Manage portfolio
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.1.3
preferred label: 监控 and control portfolio @zh
domain: management_support
level: 4

Establish program structure and approach
type: Concept
type: ProcessNode
source: PCF:13.2.2.1
broader: Manage programs
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.2.1
preferred label: 建立 program structure and approach @zh
domain: management_support
level: 4

Manage program stakeholders and partners
type: Concept
type: ProcessNode
source: PCF:13.2.2.2
broader: Manage programs
definition: Managing relationships with stakeholders and partners of the business programs.
in scheme: O'Process Framework (OPF)
notation: 13.2.2.2
preferred label: 管理 program stakeholders and partners @zh
domain: management_support
level: 4

Manage program execution
type: Concept
type: ProcessNode
source: PCF:13.2.2.3
broader: Manage programs
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.2.3
preferred label: 管理 program execution @zh
domain: management_support
level: 4

Review and report program performance
type: Concept
type: ProcessNode
source: PCF:13.2.2.4
broader: Manage programs
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.2.4
preferred label: 审查 and report program 绩效 @zh
domain: management_support
level: 4

Identify project requirements and objectives
type: Concept
type: ProcessNode
source: PCF:13.2.3.1.1
broader: Establish project scope
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 13.2.3.1.1
preferred label: 识别 project requirements and objectives @zh
domain: management_support
level: 5

Identify project resource requirements
type: Concept
type: ProcessNode
source: PCF:13.2.3.1.2
broader: Establish project scope
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3.1.2
preferred label: 识别 project resource requirements @zh
domain: management_support
level: 5

Assess culture and readiness for project management approach
type: Concept
type: ProcessNode
source: PCF:13.2.3.1.3
broader: Establish project scope
definition: Evaluating the culture and readiness of the organizational environment is order to implement the project management approach.
definition: Evaluating the culture and readiness of the organizational environment is order to implement the 项目管理 approach. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3.1.3
preferred label: 评估 culture and readiness for 项目管理 approach @zh
domain: management_support
level: 5

Create business case
type: Concept
type: ProcessNode
source: PCF:13.2.3.1.4
broader: Establish project scope
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 13.2.3.1.4
preferred label: 创建 business case @zh
domain: management_support
level: 5

Develop project measures and indicators
type: Concept
type: ProcessNode
source: PCF:13.2.3.1.5
broader: Establish project scope
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3.1.5
preferred label: 开发 project measures and indicators @zh
domain: management_support
level: 5

Prioritize and select projects for the portfolio
type: Concept
type: ProcessNode
source: PCF:13.2.3.1.6
broader: Establish project scope
definition: Stack ranking of projects in the portfolio based upon preestablished criteria.
in scheme: O'Process Framework (OPF)
notation: 13.2.3.1.6
preferred label: 排定优先级 and select projects for the portfolio @zh
domain: management_support
level: 5

Identify appropriate project management methodologies
type: Concept
type: ProcessNode
source: PCF:13.2.3.2
broader: Manage projects
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3.2
preferred label: 识别 appropriate 项目管理 methodologies @zh
domain: management_support
level: 4

Define roles and resources
type: Concept
type: ProcessNode
source: PCF:13.2.3.3.1
broader: Develop project plans
definition: Outlining the resources and their roles in the business projects.
in scheme: O'Process Framework (OPF)
notation: 13.2.3.3.1
preferred label: 定义 roles and resources @zh
domain: management_support
level: 5

Acquire/secure project resources
type: Concept
type: ProcessNode
source: PCF:13.2.3.3.2
broader: Develop project plans
definition: Procuring the necessary resources outlined in Define roles and resources [11123]
definition: Procuring the necessary resources outlined in 定义 roles and resources [11123] @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3.3.2
domain: management_support
level: 5

Identify specific IT requirements
type: Concept
type: ProcessNode
source: PCF:13.2.3.3.3
broader: Develop project plans
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3.3.3
preferred label: 识别 specific IT requirements @zh
domain: management_support
level: 5

Create training and communication plans
type: Concept
type: ProcessNode
source: PCF:13.2.3.3.4
broader: Develop project plans
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3.3.4
preferred label: 创建 训练 and communication plans @zh
domain: management_support
level: 5

Design recognition and reward approaches
type: Concept
type: ProcessNode
source: PCF:13.2.3.3.5
broader: Develop project plans
definition: Creating a plan for recognizing and rewarding extraordinary performances within the business projects. Use incentives, bonuses, and certificates for recognition and rewarding purposes.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3.3.5
preferred label: 设计 recognition and reward approaches @zh
domain: management_support
level: 5

Design and plan launch of project
type: Concept
type: ProcessNode
source: PCF:13.2.3.3.6
broader: Develop project plans
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 13.2.3.3.6
preferred label: 设计 and plan launch of project @zh
domain: management_support
level: 5

Deploy the project
type: Concept
type: ProcessNode
source: PCF:13.2.3.3.7
broader: Develop project plans
definition: Putting the project into position by effectively bringing it into action.
in scheme: O'Process Framework (OPF)
notation: 13.2.3.3.7
preferred label: 部署 the project @zh
domain: management_support
level: 5

Evaluate impact of project management (strategy and projects) on measures and outcomes
type: Concept
type: ProcessNode
source: PCF:13.2.3.4.1
broader: Execute projects
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3.4.1
preferred label: 评估 impact of 项目管理 (战略 and projects) on measures and outcomes @zh
domain: management_support
level: 5

Report the status of project
type: Concept
type: ProcessNode
source: PCF:13.2.3.4.2
broader: Execute projects
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3.4.2
preferred label: 报告 the status of project @zh
domain: management_support
level: 5

Manage project scope
type: Concept
type: ProcessNode
source: PCF:13.2.3.4.3
broader: Execute projects
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 13.2.3.4.3
preferred label: 管理 project scope @zh
domain: management_support
level: 5

Promote and sustain activity and involvement
type: Concept
type: ProcessNode
source: PCF:13.2.3.4.4
broader: Execute projects
definition: Encouraging and sustaining the activities and involvement while executing projects. Promote the execution activities of the projects. Encourage employee involvement in project implementation.
in scheme: O'Process Framework (OPF)
notation: 13.2.3.4.4
domain: management_support
level: 5

Conduct Project Reviews with Program Managers and other stakeholders
type: Concept
type: ProcessNode
source: PCF:13.2.3.4.5
broader: Execute projects
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 13.2.3.4.5
preferred label: 开展 Project Reviews with Program Managers and other stakeholders @zh
domain: management_support
level: 5

Realign and refresh project management strategy and approaches
type: Concept
type: ProcessNode
source: PCF:13.2.3.4.6
broader: Execute projects
definition: 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].
definition: 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]. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3.4.6
preferred label: Realign and refresh 项目管理 战略 and approaches @zh
domain: management_support
level: 5

Adjust project plan as needed
type: Concept
type: ProcessNode
source: PCF:13.2.3.4.7
broader: Execute projects
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3.4.7
domain: management_support
level: 5

Review and report project performance
type: Concept
type: ProcessNode
source: PCF:13.2.3.5
broader: Manage projects
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3.5
preferred label: 审查 and report project 绩效 @zh
domain: management_support
level: 4

Close projects
type: Concept
type: ProcessNode
source: PCF:13.2.3.6
broader: Manage projects
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3.6
preferred label: 关闭 projects @zh
domain: management_support
level: 4

Initiate IT projects
type: Concept
type: ProcessNode
source: ITIL:V5:Project Management
broader: Project Management
definition: Activity within ITIL practice 'Project Management'.
definition: Activity within ITIL practice '项目管理'. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.4.1
domain: management_support
level: 4

Plan and execute IT projects
type: Concept
type: ProcessNode
source: ITIL:V5:Project Management
broader: Project Management
definition: Activity within ITIL practice 'Project Management'.
definition: Activity within ITIL practice '项目管理'. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.4.2
preferred label: 规划 and execute IT projects @zh
domain: management_support
level: 4

Monitor and control IT projects
type: Concept
type: ProcessNode
source: ITIL:V5:Project Management
broader: Project Management
definition: Activity within ITIL practice 'Project Management'.
definition: Activity within ITIL practice '项目管理'. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.4.3
preferred label: 监控 and control IT projects @zh
domain: management_support
level: 4

Define critical-to-quality characteristics
type: Concept
type: ProcessNode
source: PCF:13.3.1.1
broader: Establish quality requirements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.1.1
preferred label: 定义 critical-to-质量 characteristics @zh
domain: management_support
level: 4

Define preventive quality activities
type: Concept
type: ProcessNode
source: PCF:13.3.1.2
broader: Establish quality requirements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.1.2
preferred label: 定义 preventive 质量 activities @zh
domain: management_support
level: 4

Define process steps for controls (or integration points)
type: Concept
type: ProcessNode
source: PCF:13.3.1.3.1
broader: Develop quality controls
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.1.3.1
preferred label: 定义 process steps for controls (or integration points) @zh
domain: management_support
level: 5

Define sampling plan
type: Concept
type: ProcessNode
source: PCF:13.3.1.3.2
broader: Develop quality controls
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.1.3.2
preferred label: 定义 sampling plan @zh
domain: management_support
level: 5

Identify measurement methods
type: Concept
type: ProcessNode
source: PCF:13.3.1.3.3
broader: Develop quality controls
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.1.3.3
preferred label: 识别 measurement methods @zh
domain: management_support
level: 5

Define required competencies
type: Concept
type: ProcessNode
source: PCF:13.3.1.3.4
broader: Develop quality controls
definition: Defining the competencies required for developing quality controls. Define the required competencies including compliance management, audit management, and document control and document management.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.1.3.4
preferred label: 定义 required competencies @zh
domain: management_support
level: 5

Prove capability to assess compliance with requirements
type: Concept
type: ProcessNode
source: PCF:13.3.1.4
broader: Establish quality requirements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.1.4
preferred label: Prove capability to assess 合规 with requirements @zh
domain: management_support
level: 4

Finalize quality plan
type: Concept
type: ProcessNode
source: PCF:13.3.1.5
broader: Establish quality requirements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.1.5
preferred label: Finalize 质量 plan @zh
domain: management_support
level: 4

Conduct test and collect data
type: Concept
type: ProcessNode
source: PCF:13.3.2.1.1
broader: Test against quality plan
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.2.1.1
preferred label: 开展 test and collect data @zh
domain: management_support
level: 5

Record result(s)
type: Concept
type: ProcessNode
source: PCF:13.3.2.1.2
broader: Test against quality plan
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.2.1.2
domain: management_support
level: 5

Determine disposition of result(s)
type: Concept
type: ProcessNode
source: PCF:13.3.2.1.3
broader: Test against quality plan
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.2.1.3
domain: management_support
level: 5

Assess sample significance
type: Concept
type: ProcessNode
source: PCF:13.3.2.2.1
broader: Assess results of tests
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.2.2.1
preferred label: 评估 sample significance @zh
domain: management_support
level: 5

Summarize result(s)
type: Concept
type: ProcessNode
source: PCF:13.3.2.2.2
broader: Assess results of tests
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.2.2.2
domain: management_support
level: 5

Recommend actions
type: Concept
type: ProcessNode
source: PCF:13.3.2.2.3
broader: Assess results of tests
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.2.2.3
domain: management_support
level: 5

Decide next steps
type: Concept
type: ProcessNode
source: PCF:13.3.2.2.4
broader: Assess results of tests
definition: Selecting the subsequent actions that the organization can adopt for improving the enterprise quality. Select measures and recommended actions for managing the enterprise quality.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.2.2.4
domain: management_support
level: 5

Assess potential impact
type: Concept
type: ProcessNode
source: PCF:13.3.3.1
broader: Manage non-conformance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.3.1
preferred label: 评估 potential impact @zh
domain: management_support
level: 4

Determine immediate action(s)
type: Concept
type: ProcessNode
source: PCF:13.3.3.2
broader: Manage non-conformance
definition: 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 .
definition: 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 . @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.3.2
domain: management_support
level: 4

Identify root cause(s)
type: Concept
type: ProcessNode
source: PCF:13.3.3.3
broader: Manage non-conformance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.3.3
preferred label: 识别 root cause(s) @zh
domain: management_support
level: 4

Take corrective or preventative action
type: Concept
type: ProcessNode
source: PCF:13.3.3.4
broader: Manage non-conformance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.3.4
domain: management_support
level: 4

Close non-conformance
type: Concept
type: ProcessNode
source: PCF:13.3.3.5
broader: Manage non-conformance
definition: Closing nonconformance. Perform all the final processes related to the nonconformance, including documenting root causes. Document corrective and preventive actions.
in scheme: O'Process Framework (OPF)
notation: 13.3.3.5
preferred label: 关闭 non-conformance @zh
domain: management_support
level: 4

Define the quality strategy
type: Concept
type: ProcessNode
source: PCF:13.3.4.1
broader: Implement and maintain the enterprise quality management system (EQMS)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.4.1
preferred label: 定义 the 质量 战略 @zh
domain: management_support
level: 4

Plan and deploy the EQMS scope, targets, and goals
type: Concept
type: ProcessNode
source: PCF:13.3.4.2
broader: Implement and maintain the enterprise quality management system (EQMS)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.4.2
preferred label: 规划 and deploy the EQMS scope, targets, and goals @zh
domain: management_support
level: 4

Identify core EQMS processes, controls, and metrics
type: Concept
type: ProcessNode
source: PCF:13.3.4.3
broader: Implement and maintain the enterprise quality management system (EQMS)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.4.3
preferred label: 识别 core EQMS processes, controls, and metrics @zh
domain: management_support
level: 4

Develop and document EQMS policies, procedures, standards, and measures
type: Concept
type: ProcessNode
source: PCF:13.3.4.4
broader: Implement and maintain the enterprise quality management system (EQMS)
definition: Setting the process limits. Gather required information. Align with other documents and processes. Define the document structure.
definition: Setting the process limits. Gather required information. Align with other documents and processes. 定义 the document structure. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.4.4
preferred label: 开发 and document EQMS policies, procedures, standards, and measures @zh
domain: management_support
level: 4

Assess the EQMS performance
type: Concept
type: ProcessNode
source: PCF:13.3.4.5
broader: Implement and maintain the enterprise quality management system (EQMS)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.4.5
preferred label: 评估 the EQMS 绩效 @zh
domain: management_support
level: 4

Reward quality excellence
type: Concept
type: ProcessNode
source: PCF:13.3.4.6.1
broader: Create environment and capability for EQMS improvement(s)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.4.6.1
preferred label: Reward 质量 excellence @zh
domain: management_support
level: 5

Create and maintain quality partnerships
type: Concept
type: ProcessNode
source: PCF:13.3.4.6.2
broader: Create environment and capability for EQMS improvement(s)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.4.6.2
preferred label: 创建 and maintain 质量 partnerships @zh
domain: management_support
level: 5

Maintain talent capabilities and competencies
type: Concept
type: ProcessNode
source: PCF:13.3.4.6.3
broader: Create environment and capability for EQMS improvement(s)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.4.6.3
preferred label: 维护 talent capabilities and competencies @zh
domain: management_support
level: 5

Incorporate EQMS messaging into communication channels
type: Concept
type: ProcessNode
source: PCF:13.3.4.6.4
broader: Create environment and capability for EQMS improvement(s)
definition: Assimilating all the communication related to the EQMS into the organization's already established communication channels.
in scheme: O'Process Framework (OPF)
notation: 13.3.4.6.4
domain: management_support
level: 5

Assure independent EQMS management access to appropriate authority in the organization
type: Concept
type: ProcessNode
source: PCF:13.3.4.6.5
broader: Create environment and capability for EQMS improvement(s)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.4.6.5
domain: management_support
level: 5

Transfer proven EQMS methods
type: Concept
type: ProcessNode
source: PCF:13.3.4.6.6
broader: Create environment and capability for EQMS improvement(s)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.4.6.6
preferred label: 转移 proven EQMS methods @zh
domain: management_support
level: 5

Determine stakeholders
type: Concept
type: ProcessNode
source: PCF:13.4.1.1
broader: Plan for change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.1.1
domain: management_support
level: 4

Identify impacted groups
type: Concept
type: ProcessNode
source: PCF:13.4.1.10
broader: Plan for change
definition: Recognizing the impact of threats to critical assets. Determine what groups are impacted by this impact.
definition: Recognizing the impact of threats to critical 资产. Determine what groups are impacted by this impact. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.1.10
preferred label: 识别 impacted groups @zh
domain: management_support
level: 4

Determine degree/extent of impact
type: Concept
type: ProcessNode
source: PCF:13.4.1.11
broader: Plan for change
definition: Evaluating the impact of threats to critical assets. Determine what assets will be impacted by the change.
definition: Evaluating the impact of threats to critical 资产. Determine what 资产 will be impacted by the 变更. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.1.11
domain: management_support
level: 4

Establish accountability for change management
type: Concept
type: ProcessNode
source: PCF:13.4.1.12
broader: Plan for change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.1.12
preferred label: 建立 accountability for 变更 management @zh
domain: management_support
level: 4

Identify barriers to change
type: Concept
type: ProcessNode
source: PCF:13.4.1.13
broader: Plan for change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.1.13
preferred label: 识别 barriers to 变更 @zh
domain: management_support
level: 4

Determine change enablers
type: Concept
type: ProcessNode
source: PCF:13.4.1.14
broader: Plan for change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.1.14
preferred label: Determine 变更 enablers @zh
domain: management_support
level: 4

Identify resources and develop measures
type: Concept
type: ProcessNode
source: PCF:13.4.1.15
broader: Plan for change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.1.15
preferred label: 识别 resources and develop measures @zh
domain: management_support
level: 4

Assess readiness for change
type: Concept
type: ProcessNode
source: PCF:13.4.1.2
broader: Plan for change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.1.2
preferred label: 评估 readiness for 变更 @zh
domain: management_support
level: 4

Identify change champion(s)
type: Concept
type: ProcessNode
source: PCF:13.4.1.3
broader: Plan for change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.1.3
preferred label: 识别 变更 champion(s) @zh
domain: management_support
level: 4

Form design team
type: Concept
type: ProcessNode
source: PCF:13.4.1.4
broader: Plan for change
definition: Preparing a design team for implementing change throughout the organization.
definition: Preparing a design team for implementing 变更 throughout the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.1.4
domain: management_support
level: 4

Define scope
type: Concept
type: ProcessNode
source: PCF:13.4.1.5
broader: Plan for change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.1.5
preferred label: 定义 scope @zh
domain: management_support
level: 4

Understand current state
type: Concept
type: ProcessNode
source: PCF:13.4.1.6
broader: Plan for change
definition: Using graphical and statistical tools such as pareto diagrams, process flow diagrams, cause-and-effect diagrams, check sheets, histograms, run charts, and scatter diagrams.
in scheme: O'Process Framework (OPF)
notation: 13.4.1.6
domain: management_support
level: 4

Define future state
type: Concept
type: ProcessNode
source: PCF:13.4.1.7
broader: Plan for change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.1.7
preferred label: 定义 future state @zh
domain: management_support
level: 4

Conduct organizational risk analysis
type: Concept
type: ProcessNode
source: PCF:13.4.1.8
broader: Plan for change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.1.8
preferred label: 开展 organizational 风险 analysis @zh
domain: management_support
level: 4

Assess cultural context
type: Concept
type: ProcessNode
source: PCF:13.4.1.9
broader: Plan for change
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 13.4.1.9
preferred label: 评估 cultural context @zh
domain: management_support
level: 4

Assess connection to other initiatives
type: Concept
type: ProcessNode
source: PCF:13.4.2.1
broader: Design the change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.2.1
preferred label: 评估 connection to other initiatives @zh
domain: management_support
level: 4

Develop change management plans
type: Concept
type: ProcessNode
source: PCF:13.4.2.2
broader: Design the change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.2.2
preferred label: 开发 变更 management plans @zh
domain: management_support
level: 4

Develop training plan
type: Concept
type: ProcessNode
source: PCF:13.4.2.3
broader: Design the change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.2.3
preferred label: 开发 训练 plan @zh
domain: management_support
level: 4

Develop communication plan
type: Concept
type: ProcessNode
source: PCF:13.4.2.4
broader: Design the change
definition: Developing a plan for imparting or exchanging information relevant the to change. Define goals, objectives, and audience. Gather tools for all communications.
definition: Developing a plan for imparting or exchanging information relevant the to 变更. 定义 goals, objectives, and audience. Gather tools for all communications. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.2.4
preferred label: 开发 communication plan @zh
domain: management_support
level: 4

Assign change champion(s)
type: Concept
type: ProcessNode
source: PCF:13.4.2.5
broader: Design the change
definition: Utilizing champions that have been trained to carry out needed changes. Engage champions to communicate roles and responsibilities for the change.
definition: Utilizing champions that have been trained to carry out needed 变更s. Engage champions to communicate roles and responsibilities for the 变更. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.2.5
preferred label: Assign 变更 champion(s) @zh
domain: management_support
level: 4

Develop rewards/incentives plan
type: Concept
type: ProcessNode
source: PCF:13.4.2.6
broader: Design the change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.2.6
preferred label: 开发 rewards/incentives plan @zh
domain: management_support
level: 4

Establish change adoption measures
type: Concept
type: ProcessNode
source: PCF:13.4.2.7
broader: Design the change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.2.7
preferred label: 建立 变更 adoption measures @zh
domain: management_support
level: 4

Establish/Clarify new roles
type: Concept
type: ProcessNode
source: PCF:13.4.2.8
broader: Design the change
definition: Establishing and explaining the new roles to employees. Assign roles and responsibilities to resources.
in scheme: O'Process Framework (OPF)
notation: 13.4.2.8
preferred label: 建立/Clarify new roles @zh
domain: management_support
level: 4

Identify budget/roles
type: Concept
type: ProcessNode
source: PCF:13.4.2.9
broader: Design the change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.2.9
preferred label: 识别 budget/roles @zh
domain: management_support
level: 4

Create commitment for improvement/change
type: Concept
type: ProcessNode
source: PCF:13.4.3.1
broader: Implement change
definition: Kindling an organization wide commitment for effectuating the change. Effectively communicate the advantages of the desired change. Personalize the pitch for change.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.3.1
preferred label: 创建 commitment for improvement/变更 @zh
domain: management_support
level: 4

Reengineer business processes and systems
type: Concept
type: ProcessNode
source: PCF:13.4.3.2
broader: Implement change
definition: 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.)
definition: 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.) @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.3.2
domain: management_support
level: 4

Support transition to new roles or exit strategies for incumbents
type: Concept
type: ProcessNode
source: PCF:13.4.3.3
broader: Implement change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.3.3
domain: management_support
level: 4

Monitor change
type: Concept
type: ProcessNode
source: PCF:13.4.3.4
broader: Implement change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.3.4
preferred label: 监控 变更 @zh
domain: management_support
level: 4

Report on change
type: Concept
type: ProcessNode
source: PCF:13.4.3.5
broader: Implement change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.3.5
preferred label: 报告 on 变更 @zh
domain: management_support
level: 4

Monitor improved process performance
type: Concept
type: ProcessNode
source: PCF:13.4.4.1
broader: Sustain improvement
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.4.1
preferred label: 监控 improved process 绩效 @zh
domain: management_support
level: 4

Capture and reuse lessons learned from change process
type: Concept
type: ProcessNode
source: PCF:13.4.4.2
broader: Sustain improvement
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.4.2
preferred label: 采集 and reuse lessons learned from 变更 process @zh
domain: management_support
level: 4

Take corrective action as necessary
type: Concept
type: ProcessNode
source: PCF:13.4.4.3
broader: Sustain improvement
definition: Implement corrective action to adjust the re-engineered processes for maximizing the desired impact. Adjust business processes and systems to implement the desired change.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.4.3
domain: management_support
level: 4

Assess change readiness
type: Concept
type: ProcessNode
source: ITIL:V5:Organizational Change Management
broader: Organizational Change Management
definition: Activity within ITIL practice 'Organizational Change Management'.
definition: Activity within ITIL practice 'Organizational 变更 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.5.1
preferred label: 评估 变更 readiness @zh
domain: management_support
level: 4

Plan organizational changes
type: Concept
type: ProcessNode
source: ITIL:V5:Organizational Change Management
broader: Organizational Change Management
definition: Activity within ITIL practice 'Organizational Change Management'.
definition: Activity within ITIL practice 'Organizational 变更 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.5.2
preferred label: 规划 organizational 变更s @zh
domain: management_support
level: 4

Manage stakeholder engagement
type: Concept
type: ProcessNode
source: ITIL:V5:Organizational Change Management
broader: Organizational Change Management
definition: Activity within ITIL practice 'Organizational Change Management'.
definition: Activity within ITIL practice 'Organizational 变更 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.5.3
preferred label: 管理 stakeholder engagement @zh
domain: management_support
level: 4

Develop governance model with roles and accountability
type: Concept
type: ProcessNode
source: PCF:13.5.1.1
broader: Develop KM strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.1.1
preferred label: 开发 治理 模型 with roles and accountability @zh
domain: management_support
level: 4

Define roles and accountability of core group versus operating units
type: Concept
type: ProcessNode
source: PCF:13.5.1.2
broader: Develop KM strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.1.2
preferred label: 定义 roles and accountability of core group versus operating units @zh
domain: management_support
level: 4

Develop funding models
type: Concept
type: ProcessNode
source: PCF:13.5.1.3
broader: Develop KM strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.1.3
preferred label: 开发 funding 模型s @zh
domain: management_support
level: 4

Identify links to key initiatives
type: Concept
type: ProcessNode
source: PCF:13.5.1.4
broader: Develop KM strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.1.4
preferred label: 识别 links to key initiatives @zh
domain: management_support
level: 4

Develop core KM methodologies
type: Concept
type: ProcessNode
source: PCF:13.5.1.5
broader: Develop KM strategy
definition: Creating core knowledge management procedures and methodologies. Initiate developing a strategy, planning, execution, and improvement.
definition: Creating core 知识管理 procedures and methodologies. Initiate developing a 战略, planning, execution, and improvement. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.1.5
preferred label: 开发 core KM methodologies @zh
domain: management_support
level: 4

Assess IT needs and engage IT function
type: Concept
type: ProcessNode
source: PCF:13.5.1.6
broader: Develop KM strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.1.6
preferred label: 评估 IT needs and engage IT function @zh
domain: management_support
level: 4

Develop training and communication plans
type: Concept
type: ProcessNode
source: PCF:13.5.1.7
broader: Develop KM strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.1.7
preferred label: 开发 训练 and communication plans @zh
domain: management_support
level: 4

Develop change management approaches
type: Concept
type: ProcessNode
source: PCF:13.5.1.8
broader: Develop KM strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.1.8
preferred label: 开发 变更 management approaches @zh
domain: management_support
level: 4

Develop strategic measures and indicators
type: Concept
type: ProcessNode
source: PCF:13.5.1.9
broader: Develop KM strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.1.9
preferred label: 开发 strategic measures and indicators @zh
domain: management_support
level: 4

Assess maturity of existing KM initiatives
type: Concept
type: ProcessNode
source: PCF:13.5.2.1
broader: Assess KM capabilities
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.2.1
preferred label: 评估 成熟度 of existing KM initiatives @zh
domain: management_support
level: 4

Evaluate existing KM approaches
type: Concept
type: ProcessNode
source: PCF:13.5.2.2
broader: Assess KM capabilities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.2.2
preferred label: 评估 existing KM approaches @zh
domain: management_support
level: 4

Identify gaps and needs
type: Concept
type: ProcessNode
source: PCF:13.5.2.3
broader: Assess KM capabilities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.2.3
preferred label: 识别 gaps and needs @zh
domain: management_support
level: 4

Develop new KM approaches
type: Concept
type: ProcessNode
source: PCF:13.5.3.1
broader: Design and implement KM capabilities
definition: Designing new policies, procedures, and guidelines to support knowledge management.
definition: Designing new policies, procedures, and guidelines to support 知识管理. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.3.1
preferred label: 开发 new KM approaches @zh
domain: management_support
level: 4

Design resource model for KM approaches
type: Concept
type: ProcessNode
source: PCF:13.5.3.2
broader: Design and implement KM capabilities
definition: Creating a model to describe resources and approaches to organization's knowledge management. Establish standards and guidelines to be followed.
definition: Creating a 模型 to describe resources and approaches to organization's 知识管理. 建立 standards and guidelines to be followed. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.3.2
preferred label: 设计 resource 模型 for KM approaches @zh
domain: management_support
level: 4

Implement new KM approaches
type: Concept
type: ProcessNode
source: PCF:13.5.3.3
broader: Design and implement KM capabilities
definition: Implementing new policies, procedures, and guidelines to support knowledge management.
definition: Implementing new policies, procedures, and guidelines to support 知识管理. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.3.3
preferred label: 实施 new KM approaches @zh
domain: management_support
level: 4

Leverage and enhance IT for KM approaches
type: Concept
type: ProcessNode
source: PCF:13.5.3.4
broader: Design and implement KM capabilities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.3.4
domain: management_support
level: 4

Develop measures
type: Concept
type: ProcessNode
source: PCF:13.5.3.5
broader: Design and implement KM capabilities
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 13.5.3.5
preferred label: 开发 measures @zh
domain: management_support
level: 4

Enhance/Modify existing KM approaches
type: Concept
type: ProcessNode
source: PCF:13.5.4.1
broader: Evolve and sustain KM capabilities
definition: Leveraging KM evaluations and identified gap to enhance existing approaches.
in scheme: O'Process Framework (OPF)
notation: 13.5.4.1
domain: management_support
level: 4

Sustain awareness and engagement
type: Concept
type: ProcessNode
source: PCF:13.5.4.2
broader: Evolve and sustain KM capabilities
definition: Developing awareness about available knowledge bases and promoting their use to maximize their impact.
in scheme: O'Process Framework (OPF)
notation: 13.5.4.2
domain: management_support
level: 4

Expand KM infrastructure to meet demand
type: Concept
type: ProcessNode
source: PCF:13.5.4.3
broader: Evolve and sustain KM capabilities
definition: Augmenting available resources to better leverage the offerings of the organization to serve existing clients and to expand the client base.
in scheme: O'Process Framework (OPF)
notation: 13.5.4.3
preferred label: Expand KM 基础设施 to meet demand @zh
domain: management_support
level: 4

Capture and share knowledge
type: Concept
type: ProcessNode
source: ITIL:V5:Knowledge Management
broader: Knowledge Management
definition: Activity within ITIL practice 'Knowledge Management'.
definition: Activity within ITIL practice '知识管理'. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.5.1
preferred label: 采集 and share knowledge @zh
domain: management_support
level: 4

Maintain knowledge base
type: Concept
type: ProcessNode
source: ITIL:V5:Knowledge Management
broader: Knowledge Management
definition: Activity within ITIL practice 'Knowledge Management'.
definition: Activity within ITIL practice '知识管理'. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.5.2
preferred label: 维护 knowledge base @zh
domain: management_support
level: 4

Improve knowledge practices
type: Concept
type: ProcessNode
source: ITIL:V5:Knowledge Management
broader: Knowledge Management
definition: Activity within ITIL practice 'Knowledge Management'.
definition: Activity within ITIL practice '知识管理'. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.5.3
domain: management_support
level: 4

Establish content management objectives
type: Concept
type: ProcessNode
source: PCF:13.6.1.1
broader: Define content management strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.1.1
preferred label: 建立 内容管理 objectives @zh
domain: management_support
level: 4

Develop content management governance model
type: Concept
type: ProcessNode
source: PCF:13.6.1.2
broader: Define content management strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.1.2
preferred label: 开发 内容管理 治理 模型 @zh
domain: management_support
level: 4

Develop content management funding models
type: Concept
type: ProcessNode
source: PCF:13.6.1.3
broader: Define content management strategy
definition: Defining funding approaches for content management activities, capabilities, and infrastructure to support sustainable operations, investment prioritization, and alignment with organizational objectives.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.1.3
preferred label: 开发 内容管理 funding 模型s @zh
domain: management_support
level: 4

Develop core content management methodologies
type: Concept
type: ProcessNode
source: PCF:13.6.1.4
broader: Define content management strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.1.4
preferred label: 开发 core 内容管理 methodologies @zh
domain: management_support
level: 4

Assess content management IT needs and engage IT function
type: Concept
type: ProcessNode
source: PCF:13.6.1.5
broader: Define content management strategy
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.1.5
preferred label: 评估 内容管理 IT needs and engage IT function @zh
domain: management_support
level: 4

Develop content management training and communication plans
type: Concept
type: ProcessNode
source: PCF:13.6.1.6
broader: Define content management strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.1.6
preferred label: 开发 内容管理 训练 and communication plans @zh
domain: management_support
level: 4

Develop strategic measures and indicators for content management
type: Concept
type: ProcessNode
source: PCF:13.6.1.7
broader: Define content management strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.1.7
preferred label: 开发 strategic measures and indicators for 内容管理 @zh
domain: management_support
level: 4

Manage content intelligence and insights
type: Concept
type: ProcessNode
source: PCF:13.6.1.8
broader: Define content management strategy
definition: 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)
definition: 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) @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.1.8
preferred label: 管理 内容 intelligence and insights @zh
domain: management_support
level: 4

Determine content management requirements
type: Concept
type: ProcessNode
source: PCF:13.6.2.1
broader: Develop and manage taxonomies
definition: Identifying functional, operational, governance, and compliance requirements that content management practices and solutions must satisfy across the organization.
definition: Identifying functional, operational, 治理, and 合规 requirements that 内容管理 practices and solutions must satisfy across the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.2.1
preferred label: Determine 内容管理 requirements @zh
domain: management_support
level: 4

Define content taxonomies
type: Concept
type: ProcessNode
source: PCF:13.6.2.2
broader: Develop and manage taxonomies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.2.2
preferred label: 定义 内容 taxonomies @zh
domain: management_support
level: 4

Define file naming standards and tagging requirements
type: Concept
type: ProcessNode
source: PCF:13.6.2.3
broader: Develop and manage taxonomies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.2.3
preferred label: 定义 file naming standards and tagging requirements @zh
domain: management_support
level: 4

Define content access controls
type: Concept
type: ProcessNode
source: PCF:13.6.3.1
broader: Define content systems of record and storage requirements
definition: Defining rules and permissions that govern who can create, view, modify, and distribute content to protect sensitive information and support appropriate access.
definition: Defining rules and permissions that govern who can create, view, modify, and distribute 内容 to protect sensitive information and support appropriate access. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.3.1
preferred label: 定义 内容 access controls @zh
domain: management_support
level: 4

Develop content audit and retention requirements
type: Concept
type: ProcessNode
source: PCF:13.6.3.2
broader: Define content systems of record and storage requirements
definition: Establishing audit and retention requirements to ensure content is reviewed, retained, archived, or disposed of in accordance with governance, legal, and operational obligations.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.3.2
preferred label: 开发 内容 audit and retention requirements @zh
domain: management_support
level: 4

Set up and maintain systems of record and storage locations
type: Concept
type: ProcessNode
source: PCF:13.6.4.1
broader: Manage content infrastructure
definition: Establishing and maintaining content repositories and systems of record to support secure storage, organization, access, and lifecycle management.
definition: Establishing and maintaining 内容 repositories and systems of record to support secure storage, organization, access, and lifecycle management. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.4.1
domain: management_support
level: 4

Implement and execute content administration responsibilities
type: Concept
type: ProcessNode
source: PCF:13.6.4.2
broader: Manage content infrastructure
definition: Executing administrative activities required to manage content systems, permissions, structures, and configurations in accordance with defined standards and governance.
definition: Executing administrative activities required to manage 内容 systems, permissions, structures, and 配置s in accordance with defined standards and 治理. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.4.2
preferred label: 实施 and execute 内容 administration responsibilities @zh
domain: management_support
level: 4

Audit content compliance
type: Concept
type: ProcessNode
source: PCF:13.6.4.3
broader: Manage content infrastructure
definition: Overseeing activities to verify that content complies with established standards, policies, and requirements across its lifecycle.
definition: Overseeing activities to verify that 内容 complies with established standards, policies, and requirements across its lifecycle. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.4.3
preferred label: 审计 内容 合规 @zh
domain: management_support
level: 4

Plan content audits
type: Concept
type: ProcessNode
source: PCF:13.6.4.4
broader: Manage content infrastructure
definition: Planning content audits by defining scope, criteria, timing, and responsibilities to assess compliance and effectiveness of content management practices.
definition: Planning 内容 audits by defining scope, criteria, timing, and responsibilities to assess 合规 and effectiveness of 内容管理 practices. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.4.4
preferred label: 规划 内容 audits @zh
domain: management_support
level: 4

Perform content audits
type: Concept
type: ProcessNode
source: PCF:13.6.4.5
broader: Manage content infrastructure
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.4.5
preferred label: Perform 内容 audits @zh
domain: management_support
level: 4

Track content non-compliance resolution
type: Concept
type: ProcessNode
source: PCF:13.6.4.6
broader: Manage content infrastructure
definition: Tracking identified content non-compliance issues and monitoring corrective actions to ensure timely resolution and adherence to content standards.
definition: Tracking identified 内容 non-合规 issues and 监控 corrective actions to ensure timely resolution and adherence to 内容 standards. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.4.6
preferred label: 跟踪 内容 non-合规 resolution @zh
domain: management_support
level: 4

Identify new and existing content
type: Concept
type: ProcessNode
source: PCF:13.6.5.1
broader: Develop and manage content
definition: Identifying content needs and existing content assets to support reuse, updates, and alignment with organizational requirements.
definition: Identifying 内容 needs and existing 内容 资产 to support reuse, updates, and 对齐 with organizational requirements. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.5.1
preferred label: 识别 new and existing 内容 @zh
domain: management_support
level: 4

Identify content control requirements
type: Concept
type: ProcessNode
source: PCF:13.6.5.2
broader: Develop and manage content
definition: Identifying control requirements for content, including review, approval, access, and compliance needs across the content lifecycle.
definition: Identifying control requirements for 内容, including review, approval, access, and 合规 needs across the 内容 lifecycle. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.5.2
preferred label: 识别 内容 control requirements @zh
domain: management_support
level: 4

Prepare created content
type: Concept
type: ProcessNode
source: PCF:13.6.5.3
broader: Develop and manage content
definition: Preparing newly created content for use by applying required standards, structure, and controls prior to review and approval.
definition: Preparing newly created 内容 for use by applying required standards, structure, and controls prior to review and approval. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.5.3
preferred label: 准备 created 内容 @zh
domain: management_support
level: 4

Prepare acquired content
type: Concept
type: ProcessNode
source: PCF:13.6.5.4
broader: Develop and manage content
definition: Preparing externally sourced or acquired content for organizational use by validating quality, applying standards, and aligning it with governance requirements.
definition: Preparing externally sourced or acquired 内容 for organizational use by validating 质量, applying standards, and aligning it with 治理 requirements. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.5.4
preferred label: 准备 acquired 内容 @zh
domain: management_support
level: 4

Refine content
type: Concept
type: ProcessNode
source: PCF:13.6.5.5
broader: Develop and manage content
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.5.5
preferred label: Refine 内容 @zh
domain: management_support
level: 4

Enhance and adapt content
type: Concept
type: ProcessNode
source: PCF:13.6.5.6
broader: Develop and manage content
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.5.6
preferred label: Enhance and adapt 内容 @zh
domain: management_support
level: 4

Perform content branding
type: Concept
type: ProcessNode
source: PCF:13.6.5.7
broader: Develop and manage content
definition: Applying branding elements and standards to content to ensure consistent identity, presentation, and alignment with organizational guidelines.
definition: Applying branding elements and standards to 内容 to ensure consistent identity, presentation, and 对齐 with organizational guidelines. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.5.7
preferred label: Perform 内容 branding @zh
domain: management_support
level: 4

Execute technical edits on content
type: Concept
type: ProcessNode
source: PCF:13.6.5.8
broader: Develop and manage content
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.5.8
preferred label: 执行 technical edits on 内容 @zh
domain: management_support
level: 4

Assess and approve content
type: Concept
type: ProcessNode
source: PCF:13.6.6.1
broader: Deliver approved content
definition: Reviewing content to confirm accuracy, quality, compliance, and readiness prior to approval for distribution or use.
definition: Reviewing 内容 to confirm accuracy, 质量, 合规, and readiness prior to approval for distribution or use. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.6.1
preferred label: 评估 and approve 内容 @zh
domain: management_support
level: 4

Publish approved content
type: Concept
type: ProcessNode
source: PCF:13.6.6.2
broader: Deliver approved content
definition: Publishing approved content to designated locations or channels to make it available to intended users.
definition: Publishing approved 内容 to designated locations or channels to make it available to intended users. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.6.2
preferred label: 发布 approved 内容 @zh
domain: management_support
level: 4

Store approved content
type: Concept
type: ProcessNode
source: PCF:13.6.6.3
broader: Deliver approved content
definition: Storing approved content in designated repositories to support controlled access, retrieval, and lifecycle management.
definition: Storing approved 内容 in designated repositories to support controlled access, retrieval, and lifecycle management. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.6.3
preferred label: Store approved 内容 @zh
domain: management_support
level: 4

Evaluate content
type: Concept
type: ProcessNode
source: PCF:13.6.7.1
broader: Control delivered content
definition: Evaluating content usage, effectiveness, and relevance to inform updates, improvements, or retirement decisions.
definition: Evaluating 内容 usage, effectiveness, and relevance to inform updates, improvements, or retirement decisions. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.7.1
preferred label: 评估 内容 @zh
domain: management_support
level: 4

Archive content
type: Concept
type: ProcessNode
source: PCF:13.6.7.2
broader: Control delivered content
definition: Archiving content that is no longer actively used but must be retained to meet governance, legal, or historical requirements.
definition: Archiving 内容 that is no longer actively used but must be retained to meet 治理, legal, or historical requirements. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.7.2
preferred label: Archive 内容 @zh
domain: management_support
level: 4

Delete content
type: Concept
type: ProcessNode
source: PCF:13.6.7.3
broader: Control delivered content
definition: Deleting content that has reached the end of its retention period and is no longer required, in accordance with defined policies and controls.
definition: Deleting 内容 that has reached the end of its retention period and is no longer required, in accordance with defined policies and controls. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.7.3
preferred label: Delete 内容 @zh
domain: management_support
level: 4

Define enterprise measurement models
type: Concept
type: ProcessNode
source: PCF:13.7.1.1
broader: Define and manage organizational performance strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.7.1.1
preferred label: 定义 enterprise measurement 模型s @zh
domain: management_support
level: 4

Maintain enterprise measurement models
type: Concept
type: ProcessNode
source: PCF:13.7.1.2
broader: Define and manage organizational performance strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.7.1.2
preferred label: 维护 enterprise measurement 模型s @zh
domain: management_support
level: 4

Conduct performance assessments
type: Concept
type: ProcessNode
source: PCF:13.7.2.1
broader: Benchmark performance
definition: Measuring, researching, and recording the performance of people, processes, mechanisms, or other areas of the business that the organization wants to benchmark or track.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.7.2.1
preferred label: 开展 绩效 assessments @zh
domain: management_support
level: 4

Develop benchmarking capabilities
type: Concept
type: ProcessNode
source: PCF:13.7.2.2
broader: Benchmark performance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.7.2.2
preferred label: 开发 benchmarking capabilities @zh
domain: management_support
level: 4

Conduct internal and external benchmarking
type: Concept
type: ProcessNode
source: PCF:13.7.2.3
broader: Benchmark performance
definition: Benchmarking internal processes and against external competitors.
in scheme: O'Process Framework (OPF)
notation: 13.7.2.3
preferred label: 开展 internal and external benchmarking @zh
domain: management_support
level: 4

Conduct gap analysis
type: Concept
type: ProcessNode
source: PCF:13.7.2.4
broader: Benchmark performance
definition: Examining performance against benchmarked organizations or entities. Determine how much performance needs to change to meet expectations. Reach strategic goals.
definition: Examining 绩效 against benchmarked organizations or entities. Determine how much 绩效 needs to 变更 to meet expectations. Reach strategic goals. @zh
in scheme: O'Process Framework (OPF)
notation: 13.7.2.4
preferred label: 开展 gap analysis @zh
domain: management_support
level: 4

Establish need for change
type: Concept
type: ProcessNode
source: PCF:13.7.2.5
broader: Benchmark performance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.7.2.5
preferred label: 建立 need for 变更 @zh
domain: management_support
level: 4

Establish performance indicators (measures)
type: Concept
type: ProcessNode
source: PCF:13.7.3.1
broader: Evaluate performance
definition: Designing key measures that analyze and interpret how effectively the business is achieving its objectives.
in scheme: O'Process Framework (OPF)
notation: 13.7.3.1
preferred label: 建立 绩效 indicators (measures) @zh
domain: management_support
level: 4

Establish monitoring frequency
type: Concept
type: ProcessNode
source: PCF:13.7.3.2
broader: Evaluate performance
definition: Deciding on the appropriate amount of supervisions that are needed to effectively assess the performance of business plans.
definition: Deciding on the appropriate amount of supervisions that are needed to effectively assess the 绩效 of business plans. @zh
in scheme: O'Process Framework (OPF)
notation: 13.7.3.2
preferred label: 建立 监控 frequency @zh
domain: management_support
level: 4

Collect performance data
type: Concept
type: ProcessNode
source: PCF:13.7.3.3
broader: Evaluate performance
definition: Consolidating acquired metrics and trends. Provide data that can be benchmarked against historical data.
definition: Consolidating acquired metrics and trends. 提供 data that can be benchmarked against historical data. @zh
in scheme: O'Process Framework (OPF)
notation: 13.7.3.3
preferred label: 收集 绩效 data @zh
domain: management_support
level: 4

Calculate performance measures
type: Concept
type: ProcessNode
source: PCF:13.7.3.4
broader: Evaluate performance
definition: Measuring the performance of process planning. Quantify the performance, record results of the performance tests, and report them to the appropriate authority.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.7.3.4
preferred label: Calculate 绩效 measures @zh
domain: management_support
level: 4

Identify performance trends
type: Concept
type: ProcessNode
source: PCF:13.7.3.5
broader: Evaluate performance
definition: Recognizing the trends in performance. Carefully and strategically assess the results in order to effectively spot the trends.
definition: Recognizing the trends in 绩效. Carefully and strategically assess the results in order to effectively spot the trends. @zh
in scheme: O'Process Framework (OPF)
notation: 13.7.3.5
preferred label: 识别 绩效 trends @zh
domain: management_support
level: 4

Analyze performance
type: Concept
type: ProcessNode
source: PCF:13.7.3.6
broader: Evaluate performance
definition: Evaluating the gaps between achieved and benchmarked performance. Analyze how performance differs from the optimal or expected performance.
definition: Evaluating the gaps between achieved and benchmarked 绩效. 分析 how 绩效 differs from the optimal or expected 绩效. @zh
in scheme: O'Process Framework (OPF)
notation: 13.7.3.6
preferred label: 分析 绩效 @zh
domain: management_support
level: 4

Prepare performance reports
type: Concept
type: ProcessNode
source: PCF:13.7.3.7
broader: Evaluate performance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.7.3.7
preferred label: 准备 绩效 reports @zh
domain: management_support
level: 4

Develop performance improvement plan
type: Concept
type: ProcessNode
source: PCF:13.7.3.8
broader: Evaluate performance
definition: Using performance indicators to report, analyze, and create a detailed performance improvement plan to bridge the performance gaps.
definition: Using 绩效 indicators to report, analyze, and create a detailed 绩效 improvement plan to bridge the 绩效 gaps. @zh
in scheme: O'Process Framework (OPF)
notation: 13.7.3.8
preferred label: 开发 绩效 improvement plan @zh
domain: management_support
level: 4

Define KPI frameworks
type: Concept
type: ProcessNode
source: ITIL:V5:Measurement and Reporting
broader: Measurement and Reporting
definition: Activity within ITIL practice 'Measurement and Reporting'.
in scheme: O'Process Framework (OPF)
notation: 13.7.4.1
preferred label: 定义 KPI frameworks @zh
domain: management_support
level: 4

Collect and analyze metrics
type: Concept
type: ProcessNode
source: ITIL:V5:Measurement and Reporting
broader: Measurement and Reporting
definition: Activity within ITIL practice 'Measurement and Reporting'.
in scheme: O'Process Framework (OPF)
notation: 13.7.4.2
preferred label: 收集 and analyze metrics @zh
domain: management_support
level: 4

Generate management reports
type: Concept
type: ProcessNode
source: ITIL:V5:Measurement and Reporting
broader: Measurement and Reporting
definition: Activity within ITIL practice 'Measurement and Reporting'.
in scheme: O'Process Framework (OPF)
notation: 13.7.4.3
domain: management_support
level: 4

Identify needs from stakeholders
type: Concept
type: ProcessNode
source: PCF:13.8.1
broader: Develop, Manage, and Deliver Analytics
definition: Gathering information from stakeholders prior to conducting analytics.
in scheme: O'Process Framework (OPF)
notation: 13.8.1
preferred label: 识别 needs from stakeholders @zh
domain: management_support
level: 3

Report on analysis
type: Concept
type: ProcessNode
source: PCF:13.8.10
broader: Develop, Manage, and Deliver Analytics
definition: Summarizing and documenting the results of data analysis. Create graphs and visualizations to illustrate numerical findings to make them more accessible to readers.
definition: Summarizing and documenting the results of data analysis. 创建 graphs and visualizations to illustrate numerical findings to make them more accessible to readers. @zh
in scheme: O'Process Framework (OPF)
notation: 13.8.10
preferred label: 报告 on analysis @zh
domain: management_support
level: 3

Identify remedial actions
type: Concept
type: ProcessNode
source: PCF:13.8.11
broader: Develop, Manage, and Deliver Analytics
definition: Determining the steps that need to be taken to correct the shortcomings.
in scheme: O'Process Framework (OPF)
notation: 13.8.11
preferred label: 识别 remedial actions @zh
domain: management_support
level: 3

Scope analytics project
type: Concept
type: ProcessNode
source: PCF:13.8.2
broader: Develop, Manage, and Deliver Analytics
definition: Determining the size and scale of the project based upon the collected information and analytics.
in scheme: O'Process Framework (OPF)
notation: 13.8.2
domain: management_support
level: 3

Develop and manage hypotheses
type: Concept
type: ProcessNode
source: PCF:13.8.3
broader: Develop, Manage, and Deliver Analytics
definition: Creating theories that explain empirical data. Use the hypotheses to guide feature selection in the process of data collection.
in scheme: O'Process Framework (OPF)
notation: 13.8.3
preferred label: 开发 and manage hypotheses @zh
domain: management_support
level: 3

Collect data
type: Concept
type: ProcessNode
source: PCF:13.8.4
broader: Develop, Manage, and Deliver Analytics
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 13.8.4
preferred label: 收集 data @zh
domain: management_support
level: 3

Prepare data
type: Concept
type: ProcessNode
source: PCF:13.8.5
broader: Develop, Manage, and Deliver Analytics
definition: Creation and validation of data in order to initiate the process of analysis.
in scheme: O'Process Framework (OPF)
notation: 13.8.5
preferred label: 准备 data @zh
domain: management_support
level: 3

Analyze data
type: Concept
type: ProcessNode
source: PCF:13.8.6
broader: Develop, Manage, and Deliver Analytics
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 13.8.6
preferred label: 分析 data @zh
domain: management_support
level: 3

Create data models
type: Concept
type: ProcessNode
source: PCF:13.8.7
broader: Develop, Manage, and Deliver Analytics
definition: Creation of conceptual and physical data models as an outline for data structure and storage.
definition: Creation of conceptual and physical data 模型s as an outline for data structure and storage. @zh
in scheme: O'Process Framework (OPF)
notation: 13.8.7
preferred label: 创建 data 模型s @zh
domain: management_support
level: 3

Review data models with stakeholders
type: Concept
type: ProcessNode
source: PCF:13.8.8
broader: Develop, Manage, and Deliver Analytics
definition: Confirm data models represent the hypothesis supporting the original research question
definition: Confirm data 模型s represent the hypothesis supporting the original research question @zh
in scheme: O'Process Framework (OPF)
notation: 13.8.8
preferred label: 审查 data 模型s with stakeholders @zh
domain: management_support
level: 3

Refine data models
type: Concept
type: ProcessNode
source: PCF:13.8.9
broader: Develop, Manage, and Deliver Analytics
definition: Make required changes to data model based upon review with stakeholders.
definition: Make required 变更s to data 模型 based upon review with stakeholders. @zh
in scheme: O'Process Framework (OPF)
notation: 13.8.9
preferred label: Refine data 模型s @zh
domain: management_support
level: 3

Evaluate environmental impact of products, services, and operations
type: Concept
type: ProcessNode
source: PCF:13.9.1.1
broader: Determine environmental health and safety impacts
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 13.9.1.1
preferred label: 评估 environmental impact of products, services, and operations @zh
domain: management_support
level: 4

Conduct health and safety and environmental audits
type: Concept
type: ProcessNode
source: PCF:13.9.1.2
broader: Determine environmental health and safety impacts
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.9.1.2
preferred label: 开展 health and 安全 and environmental audits @zh
domain: management_support
level: 4

Identify regulatory and stakeholder requirements
type: Concept
type: ProcessNode
source: PCF:13.9.2.1
broader: Develop EHS program
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.9.2.1
preferred label: 识别 regulatory and stakeholder requirements @zh
domain: management_support
level: 4

Assess future risks and opportunities
type: Concept
type: ProcessNode
source: PCF:13.9.2.2
broader: Develop EHS program
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.9.2.2
preferred label: 评估 future 风险s and opportunities @zh
domain: management_support
level: 4

Create EHS policy
type: Concept
type: ProcessNode
source: PCF:13.9.2.3
broader: Develop EHS program
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.9.2.3
preferred label: 创建 EHS policy @zh
domain: management_support
level: 4

Record and manage EHS events
type: Concept
type: ProcessNode
source: PCF:13.9.2.4
broader: Develop EHS program
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.9.2.4
domain: management_support
level: 4

Manage EHS costs and benefits
type: Concept
type: ProcessNode
source: PCF:13.9.3.1
broader: Monitor and manage EHS program
definition: Administering the costs and benefits of EHS management program. Evaluate program costs to ensure that the benefits of the program always outweigh its costs.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.9.3.1
preferred label: 管理 EHS costs and benefits @zh
domain: management_support
level: 4

Measure and report EHS performance
type: Concept
type: ProcessNode
source: PCF:13.9.3.2
broader: Monitor and manage EHS program
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.9.3.2
preferred label: Measure and report EHS 绩效 @zh
domain: management_support
level: 4

Implement emergency response program
type: Concept
type: ProcessNode
source: PCF:13.9.3.3
broader: Monitor and manage EHS program
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.9.3.3
preferred label: 实施 emergency response program @zh
domain: management_support
level: 4

Implement pollution prevention program
type: Concept
type: ProcessNode
source: PCF:13.9.3.4
broader: Monitor and manage EHS program
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.9.3.4
preferred label: 实施 pollution prevention program @zh
domain: management_support
level: 4

Train and educate functional employees
type: Concept
type: ProcessNode
source: PCF:13.9.3.5
broader: Monitor and manage EHS program
definition: Conducting programs such as on-the-job training sessions, group training workshops, and online training.
definition: Conducting programs such as on-the-job 训练 sessions, group 训练 workshops, and online 训练. @zh
in scheme: O'Process Framework (OPF)
notation: 13.9.3.5
domain: management_support
level: 4

Provide EHS support
type: Concept
type: ProcessNode
source: PCF:13.9.3.6
broader: Monitor and manage EHS program
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.9.3.6
preferred label: 提供 EHS support @zh
domain: management_support
level: 4

Evaluate performance of existing products/services against market opportunities
type: Concept
type: ProcessNode
source: PCF:2.1.1.1
broader: Manage product and service portfolio
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.1.1
preferred label: 评估 绩效 of existing products/services against market opportunities @zh
domain: operating
level: 4

Confirm alignment of product/service concepts with business strategy
type: Concept
type: ProcessNode
source: PCF:2.1.1.2
broader: Manage product and service portfolio
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.1.2
preferred label: Confirm 对齐 of product/service concepts with business 战略 @zh
domain: operating
level: 4

Prioritize and select new product/service concepts
type: Concept
type: ProcessNode
source: PCF:2.1.1.3
broader: Manage product and service portfolio
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.1.3
preferred label: 排定优先级 and select new product/service concepts @zh
domain: operating
level: 4

Plan and develop cost and quality targets
type: Concept
type: ProcessNode
source: PCF:2.1.1.4
broader: Manage product and service portfolio
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.1.4
preferred label: 规划 and develop cost and 质量 targets @zh
domain: operating
level: 4

Specify development timing targets
type: Concept
type: ProcessNode
source: PCF:2.1.1.5
broader: Manage product and service portfolio
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.1.5
domain: operating
level: 4

Plan for product/service offering modifications
type: Concept
type: ProcessNode
source: PCF:2.1.1.6
broader: Manage product and service portfolio
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.1.6
preferred label: 规划 for product/service offering modifications @zh
domain: operating
level: 4

Develop plan for new product/service development and introduction/launch
type: Concept
type: ProcessNode
source: PCF:2.1.2.1
broader: Manage product and service life cycle
definition: Developing a program and managing a perspective for new product/service introduction and launch.
in scheme: O'Process Framework (OPF)
notation: 2.1.2.1
preferred label: 开发 plan for new product/service development and introduction/launch @zh
domain: operating
level: 4

Introduce new products/services
type: Concept
type: ProcessNode
source: PCF:2.1.2.2
broader: Manage product and service life cycle
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.2.2
domain: operating
level: 4

Retire outdated products/services
type: Concept
type: ProcessNode
source: PCF:2.1.2.3
broader: Manage product and service life cycle
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.2.3
domain: operating
level: 4

Identify and refine performance indicators
type: Concept
type: ProcessNode
source: PCF:2.1.2.4
broader: Manage product and service life cycle
definition: 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].)
definition: 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].) @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.2.4
preferred label: 识别 and refine 绩效 indicators @zh
domain: operating
level: 4

Carry out post launch analytics to test the acceptability in the market
type: Concept
type: ProcessNode
source: PCF:2.1.2.5.1
broader: Conduct post launch review
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.2.5.1
domain: operating
level: 5

Review market performance
type: Concept
type: ProcessNode
source: PCF:2.1.2.5.2
broader: Conduct post launch review
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.2.5.2
preferred label: 审查 market 绩效 @zh
domain: operating
level: 5

Review effectiveness of supply chain and distribution network
type: Concept
type: ProcessNode
source: PCF:2.1.2.5.3
broader: Conduct post launch review
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.2.5.3
preferred label: 审查 effectiveness of 供应链 and distribution network @zh
domain: operating
level: 5

Apply data and analytics to review supply chain methodologies
type: Concept
type: ProcessNode
source: PCF:2.1.2.5.4
broader: Conduct post launch review
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.2.5.4
preferred label: Apply data and analytics to review 供应链 methodologies @zh
domain: operating
level: 5

Review quality and performance of the product/service
type: Concept
type: ProcessNode
source: PCF:2.1.2.5.5
broader: Conduct post launch review
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.2.5.5
preferred label: 审查 质量 and 绩效 of the product/service @zh
domain: operating
level: 5

Conduct financial review
type: Concept
type: ProcessNode
source: PCF:2.1.2.5.6
broader: Conduct post launch review
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.2.5.6
preferred label: 开展 financial review @zh
domain: operating
level: 5

Conduct new product development process assessment
type: Concept
type: ProcessNode
source: PCF:2.1.2.5.7
broader: Conduct post launch review
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 2.1.2.5.7
preferred label: 开展 new product development process assessment @zh
domain: operating
level: 5

Conduct mandatory and elective reviews
type: Concept
type: ProcessNode
source: PCF:2.1.3.1
broader: Manage patents, copyrights, and regulatory requirements
definition: 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].
definition: 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]. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.3.1
preferred label: 开展 mandatory and elective reviews @zh
domain: operating
level: 4

Review infringement of patents and copyrights
type: Concept
type: ProcessNode
source: PCF:2.1.3.2
broader: Manage patents, copyrights, and regulatory requirements
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 2.1.3.2
preferred label: 审查 infringement of patents and copyrights @zh
domain: operating
level: 4

Determine patent and copyright needs
type: Concept
type: ProcessNode
source: PCF:2.1.3.3
broader: Manage patents, copyrights, and regulatory requirements
definition: Determining the business need for patents and copyrights. The patents and copyrights are managed by Manage copyrights and patents [11062].
definition: Determining the business need for patents and copyrights. The patents and copyrights are managed by 管理 copyrights and patents [11062]. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.3.3
domain: operating
level: 4

Define product technical documentation management requirements
type: Concept
type: ProcessNode
source: PCF:2.1.3.4
broader: Manage patents, copyrights, and regulatory requirements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.3.4
preferred label: 定义 product technical documentation management requirements @zh
domain: operating
level: 4

Train employees on appropriate regulatory requirements
type: Concept
type: ProcessNode
source: PCF:2.1.3.5.1
broader: Manage regulatory requirements
definition: 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].
definition: 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]. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.3.5.1
domain: operating
level: 5

Maintain records for regulatory agencies
type: Concept
type: ProcessNode
source: PCF:2.1.3.5.2
broader: Manage regulatory requirements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.3.5.2
preferred label: 维护 records for regulatory agencies @zh
domain: operating
level: 5

Manage regulatory submission life cycle
type: Concept
type: ProcessNode
source: PCF:2.1.3.5.3
broader: Manage regulatory requirements
definition: Determine and follow the timely input and update of regulatory information by assessing reforms, regulatory policies, and guidelines.
in scheme: O'Process Framework (OPF)
notation: 2.1.3.5.3
preferred label: 管理 regulatory submission life cycle @zh
domain: operating
level: 5

Manage materials master lists
type: Concept
type: ProcessNode
source: PCF:2.1.4.1
broader: Manage product and service master data
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 2.1.4.1
preferred label: 管理 materials master lists @zh
domain: operating
level: 4

Review and approve data access requests
type: Concept
type: ProcessNode
source: PCF:2.1.4.10
broader: Manage product and service master data
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.4.10
preferred label: 审查 and approve data access requests @zh
domain: operating
level: 4

Manage bills of material
type: Concept
type: ProcessNode
source: PCF:2.1.4.2
broader: Manage product and service master data
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.4.2
preferred label: 管理 bills of material @zh
domain: operating
level: 4

Manage routings
type: Concept
type: ProcessNode
source: PCF:2.1.4.3
broader: Manage product and service master data
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 2.1.4.3
preferred label: 管理 routings @zh
domain: operating
level: 4

Manage specifications
type: Concept
type: ProcessNode
source: PCF:2.1.4.4
broader: Manage product and service master data
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 2.1.4.4
preferred label: 管理 specifications @zh
domain: operating
level: 4

Manage drawings
type: Concept
type: ProcessNode
source: PCF:2.1.4.5
broader: Manage product and service master data
definition: Administering the specifications of the product/service and ensure accessibility for product alteration/new product development.
in scheme: O'Process Framework (OPF)
notation: 2.1.4.5
preferred label: 管理 drawings @zh
domain: operating
level: 4

Manage product/material classification
type: Concept
type: ProcessNode
source: PCF:2.1.4.6
broader: Manage product and service master data
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.4.6
preferred label: 管理 product/material classification @zh
domain: operating
level: 4

Develop and maintain quality/inspection documents
type: Concept
type: ProcessNode
source: PCF:2.1.4.7
broader: Manage product and service master data
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.4.7
preferred label: 开发 and maintain 质量/inspection documents @zh
domain: operating
level: 4

Maintain process specification data
type: Concept
type: ProcessNode
source: PCF:2.1.4.8
broader: Manage product and service master data
definition: Directing and handling data with respect to the procedures followed across different functions and mission critical applications.
in scheme: O'Process Framework (OPF)
notation: 2.1.4.8
preferred label: 维护 process specification data @zh
domain: operating
level: 4

Manage traceability data
type: Concept
type: ProcessNode
source: PCF:2.1.4.9
broader: Manage product and service master data
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 2.1.4.9
preferred label: 管理 traceability data @zh
domain: operating
level: 4

AI-Powered Product Design
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Govern and manage product/service development program
definition: AI-era activity: AI-Powered Product Design.
definition: AI-era activity: AI-Powered Product 设计. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.5
preferred label: AI-Powered Product 设计 @zh
domain: operating
level: 3

Identify new technologies
type: Concept
type: ProcessNode
source: PCF:2.2.1.1
broader: Perform discovery research
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.2.1.1
preferred label: 识别 new technologies @zh
domain: operating
level: 4

Develop new technologies
type: Concept
type: ProcessNode
source: PCF:2.2.1.2
broader: Perform discovery research
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.2.1.2
preferred label: 开发 new technologies @zh
domain: operating
level: 4

Assess feasibility of integrating new leading technologies into product/service concepts
type: Concept
type: ProcessNode
source: PCF:2.2.1.3
broader: Perform discovery research
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 2.2.1.3
preferred label: 评估 feasibility of integrating new leading technologies into product/service concepts @zh
domain: operating
level: 4

Gather new product/service ideas and requirements
type: Concept
type: ProcessNode
source: PCF:2.2.2.1
broader: Generate new product/service concepts
definition: Collecting necessary items, documents, regulatory requirements, etc., based on Generate and define new product/service ideas [19698]
in scheme: O'Process Framework (OPF)
notation: 2.2.2.1
domain: operating
level: 4

Analyze new product/service ideas and requirements
type: Concept
type: ProcessNode
source: PCF:2.2.2.2
broader: Generate new product/service concepts
definition: Assessing and reviewing the concepts and requirements of Generate and define new product/service ideas [19698]
in scheme: O'Process Framework (OPF)
notation: 2.2.2.2
preferred label: 分析 new product/service ideas and requirements @zh
domain: operating
level: 4

Evaluate new product/service inputs and requirements
type: Concept
type: ProcessNode
source: PCF:2.2.2.3
broader: Generate new product/service concepts
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.2.2.3
preferred label: 评估 new product/service inputs and requirements @zh
domain: operating
level: 4

Formulate new product/service concepts
type: Concept
type: ProcessNode
source: PCF:2.2.2.4
broader: Generate new product/service concepts
definition: Devising ideas and elements necessary for thoughts on new product/service development.
in scheme: O'Process Framework (OPF)
notation: 2.2.2.4
domain: operating
level: 4

Identify potential improvements to existing products and services
type: Concept
type: ProcessNode
source: PCF:2.2.2.5
broader: Generate new product/service concepts
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.2.2.5
preferred label: 识别 potential improvements to existing 产品和服务 @zh
domain: operating
level: 4

Define basic functional requirements
type: Concept
type: ProcessNode
source: PCF:2.2.3.1.1
broader: Define product/service requirements
definition: Determining the operations of functions related to the product/service in the marketing environment.
in scheme: O'Process Framework (OPF)
notation: 2.2.3.1.1
preferred label: 定义 basic functional requirements @zh
domain: operating
level: 5

Derive interoperability requirements for products and services
type: Concept
type: ProcessNode
source: PCF:2.2.3.1.2
broader: Define product/service requirements
definition: Determining the ability of products and services to work together, exchange and use information in a multi-vendor, multi-network, and multi-service environment.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.2.3.1.2
preferred label: Derive interoperability requirements for 产品和服务 @zh
domain: operating
level: 5

Derive safety requirements for products and services
type: Concept
type: ProcessNode
source: PCF:2.2.3.1.3
broader: Define product/service requirements
definition: Developing safety requirements in line with environmental safety, occupational health and safety, and community health and safety guidelines.
definition: Developing 安全 requirements in line with environmental 安全, occupational health and 安全, and community health and 安全 guidelines. @zh
in scheme: O'Process Framework (OPF)
notation: 2.2.3.1.3
preferred label: Derive 安全 requirements for 产品和服务 @zh
domain: operating
level: 5

Derive security requirements for products and services
type: Concept
type: ProcessNode
source: PCF:2.2.3.1.4
broader: Define product/service requirements
definition: Implementing security requirements through authentication and encryption of CE device data stream. Utilize security measures such as cryptographic protocols and hardware security (smart cards).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 2.2.3.1.4
preferred label: Derive 安全 requirements for 产品和服务 @zh
domain: operating
level: 5

Derive regulatory compliance requirements
type: Concept
type: ProcessNode
source: PCF:2.2.3.1.5
broader: Define product/service requirements
definition: Meeting regulatory requirements set forth by such directives as RoHS, WEEE, ELV, and REACH.
in scheme: O'Process Framework (OPF)
notation: 2.2.3.1.5
preferred label: Derive regulatory 合规 requirements @zh
domain: operating
level: 5

Derive requirements from industry standards
type: Concept
type: ProcessNode
source: PCF:2.2.3.1.6
broader: Define product/service requirements
definition: Complying with consumer electronic industry standards developed by the Consumer Technology Association (CTA).
in scheme: O'Process Framework (OPF)
notation: 2.2.3.1.6
domain: operating
level: 5

Develop user experience requirements
type: Concept
type: ProcessNode
source: PCF:2.2.3.1.7
broader: Define product/service requirements
definition: Identifying and creating steps and tools to develop the user experience.
in scheme: O'Process Framework (OPF)
notation: 2.2.3.1.7
preferred label: 开发 user experience requirements @zh
domain: operating
level: 5

Derive ‘services-as-a-product’ offering
type: Concept
type: ProcessNode
source: PCF:2.2.3.1.8
broader: Define product/service requirements
definition: Productizing the service by defining the scope of the service/cost. Target market for the service and make the service more tangible.
in scheme: O'Process Framework (OPF)
notation: 2.2.3.1.8
domain: operating
level: 5

Define post launch support model
type: Concept
type: ProcessNode
source: PCF:2.2.3.2
broader: Define product/service development requirements
definition: Defining SLAs (Service Level Agreement) and service level KPIs (Key Performance Indicator).
definition: Defining SLAs (服务水平 Agreement) and 服务水平 KPIs (Key 绩效 Indicator). @zh
in scheme: O'Process Framework (OPF)
notation: 2.2.3.2
preferred label: 定义 post launch support 模型 @zh
domain: operating
level: 4

Identify product/service bundling opportunities
type: Concept
type: ProcessNode
source: PCF:2.2.3.3
broader: Define product/service development requirements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.2.3.3
preferred label: 识别 product/service bundling opportunities @zh
domain: operating
level: 4

Generative AI for Content Creation
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Generate and define new product/service ideas
definition: AI-era activity: Generative AI for Content Creation.
definition: AI-era activity: Generative AI for 内容 Creation. @zh
in scheme: O'Process Framework (OPF)
notation: 2.2.4
preferred label: Generative AI for 内容 Creation @zh
domain: operating
level: 3

Identify requirements for product/service design/development partners
type: Concept
type: ProcessNode
source: PCF:2.3.1.1.1
broader: Assign resources to product/service project
definition: Determining essential elements for collaborators involved in blueprint/development of product/service.
in scheme: O'Process Framework (OPF)
notation: 2.3.1.1.1
preferred label: 识别 requirements for product/service design/development partners @zh
domain: operating
level: 5

Develop and test prototype production and/or service delivery process
type: Concept
type: ProcessNode
source: PCF:2.3.1.10
broader: Design and prototype products and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.1.10
preferred label: 开发 and test prototype production and/or service delivery process @zh
domain: operating
level: 4

Eliminate quality and reliability problems
type: Concept
type: ProcessNode
source: PCF:2.3.1.11
broader: Design and prototype products and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.1.11
preferred label: Eliminate 质量 and reliability 问题s @zh
domain: operating
level: 4

Conduct in-house product/service testing and evaluate feasibility
type: Concept
type: ProcessNode
source: PCF:2.3.1.12
broader: Design and prototype products and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.1.12
preferred label: 开展 in-house product/service testing and evaluate feasibility @zh
domain: operating
level: 4

Identify design/development performance indicators
type: Concept
type: ProcessNode
source: PCF:2.3.1.13
broader: Design and prototype products and services
definition: Identifying performance parameters. Determine the parameters to measure performance of the design and development of the product/service concepts into prototypes.
definition: Identifying 绩效 parameters. Determine the parameters to measure 绩效 of the design and development of the product/service concepts into prototypes. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.1.13
preferred label: 识别 design/development 绩效 indicators @zh
domain: operating
level: 4

Collaborate on design with suppliers and external partners
type: Concept
type: ProcessNode
source: PCF:2.3.1.14
broader: Design and prototype products and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.1.14
domain: operating
level: 4

Prepare high-level business case and technical assessment
type: Concept
type: ProcessNode
source: PCF:2.3.1.2
broader: Design and prototype products and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.1.2
preferred label: 准备 high-level business case and technical assessment @zh
domain: operating
level: 4

Develop product/service design specifications
type: Concept
type: ProcessNode
source: PCF:2.3.1.3
broader: Design and prototype products and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.1.3
preferred label: 开发 product/service design specifications @zh
domain: operating
level: 4

Develop user experience design specifications
type: Concept
type: ProcessNode
source: PCF:2.3.1.4
broader: Design and prototype products and services
definition: Determining the usability and user experience of products and the business impact it creates.
in scheme: O'Process Framework (OPF)
notation: 2.3.1.4
preferred label: 开发 user experience design specifications @zh
domain: operating
level: 4

Provide warranty-related recommendations
type: Concept
type: ProcessNode
source: PCF:2.3.1.5
broader: Design and prototype products and services
definition: Providing warranty plan and pricing specifications for recommendation.
in scheme: O'Process Framework (OPF)
notation: 2.3.1.5
preferred label: 提供 warranty-related recommendations @zh
domain: operating
level: 4

Document design specifications
type: Concept
type: ProcessNode
source: PCF:2.3.1.6
broader: Design and prototype products and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.1.6
domain: operating
level: 4

Conduct mandatory and elective external reviews
type: Concept
type: ProcessNode
source: PCF:2.3.1.7
broader: Design and prototype products and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.1.7
preferred label: 开展 mandatory and elective external reviews @zh
domain: operating
level: 4

Design for manufacturing
type: Concept
type: ProcessNode
source: PCF:2.3.1.8.1
broader: Design products/services
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 2.3.1.8.1
preferred label: 设计 for manufacturing @zh
domain: operating
level: 5

Design for product servicing
type: Concept
type: ProcessNode
source: PCF:2.3.1.8.2
broader: Design products/services
definition: Creating product application service view to allow for product servicing and refurbishing.
in scheme: O'Process Framework (OPF)
notation: 2.3.1.8.2
preferred label: 设计 for product servicing @zh
domain: operating
level: 5

Design for re-manufacturing
type: Concept
type: ProcessNode
source: PCF:2.3.1.8.3
broader: Design products/services
definition: Replacing core components and republishing.
in scheme: O'Process Framework (OPF)
notation: 2.3.1.8.3
preferred label: 设计 for re-manufacturing @zh
domain: operating
level: 5

Review product troubleshooting methodology
type: Concept
type: ProcessNode
source: PCF:2.3.1.8.4
broader: Design products/services
definition: Reviewing the design and approach for troubleshooting the product.
in scheme: O'Process Framework (OPF)
notation: 2.3.1.8.4
preferred label: 审查 product troubleshooting methodology @zh
domain: operating
level: 5

Design and manage product data, design, and bill of materials
type: Concept
type: ProcessNode
source: PCF:2.3.1.8.5
broader: Design products/services
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 2.3.1.8.5
preferred label: 设计 and manage product data, design, and bill of materials @zh
domain: operating
level: 5

Design for product upgrades
type: Concept
type: ProcessNode
source: PCF:2.3.1.8.6
broader: Design products/services
definition: Designing hardware and software upgrade techniques.
in scheme: O'Process Framework (OPF)
notation: 2.3.1.8.6
preferred label: 设计 for product upgrades @zh
domain: operating
level: 5

Build prototypes/proof of concepts
type: Concept
type: ProcessNode
source: PCF:2.3.1.9
broader: Design and prototype products and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.1.9
preferred label: 构建 prototypes/proof of concepts @zh
domain: operating
level: 4

Prepare detailed market study
type: Concept
type: ProcessNode
source: PCF:2.3.2.1
broader: Test market for new or revised products and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.2.1
preferred label: 准备 detailed market study @zh
domain: operating
level: 4

Conduct customer tests and interviews
type: Concept
type: ProcessNode
source: PCF:2.3.2.2
broader: Test market for new or revised products and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.2.2
preferred label: 开展 customer tests and interviews @zh
domain: operating
level: 4

Finalize product/service characteristics and business cases
type: Concept
type: ProcessNode
source: PCF:2.3.2.3
broader: Test market for new or revised products and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.2.3
domain: operating
level: 4

Finalize technical requirements
type: Concept
type: ProcessNode
source: PCF:2.3.2.4
broader: Test market for new or revised products and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.2.4
domain: operating
level: 4

Design and obtain necessary capabilities/materials and equipment
type: Concept
type: ProcessNode
source: PCF:2.3.3.1
broader: Prepare for production/service delivery
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 2.3.3.1
preferred label: 设计 and obtain necessary capabilities/materials and equipment @zh
domain: operating
level: 4

Identify requirements for changes to manufacturing/delivery processes
type: Concept
type: ProcessNode
source: PCF:2.3.3.2
broader: Prepare for production/service delivery
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.3.2
preferred label: 识别 requirements for 变更s to manufacturing/delivery processes @zh
domain: operating
level: 4

Request engineering/process change
type: Concept
type: ProcessNode
source: PCF:2.3.3.3
broader: Prepare for production/service delivery
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.3.3
preferred label: Request engineering/process 变更 @zh
domain: operating
level: 4

Monitor initial production runs
type: Concept
type: ProcessNode
source: PCF:2.3.3.4.1
broader: Install and validate production/service delivery process
definition: Regularly monitoring production runs of the production and/or delivery operations.
definition: Regularly 监控 production runs of the production and/or delivery operations. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.3.4.1
preferred label: 监控 initial production runs @zh
domain: operating
level: 5

Validate launch procedures
type: Concept
type: ProcessNode
source: PCF:2.3.3.5
broader: Prepare for production/service delivery
definition: Verifying the measures/processes/techniques through systems and tools involved in the introduction of products and services.
definition: Verifying the measures/processes/techniques through systems and tools involved in the introduction of 产品和服务. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.3.5
preferred label: 验证 launch procedures @zh
domain: operating
level: 4

Determine and document warranty policies
type: Concept
type: ProcessNode
source: PCF:2.3.4.1
broader: Define warranty claims
definition: Establishing warranty policies to assure customers that the company will guarantee its warranties that it issues.
in scheme: O'Process Framework (OPF)
notation: 2.3.4.1
domain: operating
level: 4

Create and manage warranty rules/claim codes for products
type: Concept
type: ProcessNode
source: PCF:2.3.4.2
broader: Define warranty claims
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.4.2
preferred label: 创建 and manage warranty rules/claim codes for products @zh
domain: operating
level: 4

Agree on warranty responsibilities with suppliers
type: Concept
type: ProcessNode
source: PCF:2.3.4.3
broader: Define warranty claims
definition: Negotiating with manufacturers and dealers the obligations of each party in upholding warranties.
in scheme: O'Process Framework (OPF)
notation: 2.3.4.3
domain: operating
level: 4

Define warranty related offerings for customers
type: Concept
type: ProcessNode
source: PCF:2.3.4.4
broader: Define warranty claims
definition: Informing customers about warranties that apply to promoted products or services.
in scheme: O'Process Framework (OPF)
notation: 2.3.4.4
preferred label: 定义 warranty related offerings for customers @zh
domain: operating
level: 4

Communicate warranty policies and offerings
type: Concept
type: ProcessNode
source: PCF:2.3.4.5
broader: Define warranty claims
definition: Communicating rules and updates via training manuals for new products and training resources.
definition: Communicating rules and updates via 训练 manuals for new products and 训练 resources. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.4.5
domain: operating
level: 4

Develop recall strategy
type: Concept
type: ProcessNode
source: PCF:2.3.5
broader: Develop products and services
definition: Establishing procedures to handle recalls of defective products.
in scheme: O'Process Framework (OPF)
notation: 2.3.5
preferred label: 开发 recall 战略 @zh
domain: operating
level: 3

Analyze business needs and requirements
type: Concept
type: ProcessNode
source: ITIL:V5:Business Analysis
broader: Business Analysis
definition: Activity within ITIL practice 'Business Analysis'.
definition: Activity within ITIL practice '业务分析'. @zh
in scheme: O'Process Framework (OPF)
notation: 2.4.1
preferred label: 分析 business needs and requirements @zh
domain: operating
level: 3

Recommend solutions to business problems
type: Concept
type: ProcessNode
source: ITIL:V5:Business Analysis
broader: Business Analysis
definition: Activity within ITIL practice 'Business Analysis'.
definition: Activity within ITIL practice '业务分析'. @zh
in scheme: O'Process Framework (OPF)
notation: 2.4.2
preferred label: Recommend solutions to business 问题s @zh
domain: operating
level: 3

Validate solution alignment with needs
type: Concept
type: ProcessNode
source: ITIL:V5:Business Analysis
broader: Business Analysis
definition: Activity within ITIL practice 'Business Analysis'.
definition: Activity within ITIL practice '业务分析'. @zh
in scheme: O'Process Framework (OPF)
notation: 2.4.3
preferred label: 验证 solution 对齐 with needs @zh
domain: operating
level: 3

Understand consumer needs and historical behaviors
type: Concept
type: ProcessNode
source: PCF:3.1.1.1.1
broader: Conduct customer and market research
definition: Identifying the factors that drive the targeted market segment. Model customer purchasing patterns, and forecast their future purchasing behavior.
definition: Identifying the factors that drive the targeted market segment. 模型 customer purchasing patterns, and forecast their future purchasing behavior. @zh
in scheme: O'Process Framework (OPF)
notation: 3.1.1.1.1
domain: operating
level: 5

Predict customer purchasing behavior
type: Concept
type: ProcessNode
source: PCF:3.1.1.1.2
broader: Conduct customer and market research
definition: Using customer segmentation tools to examine past customer behavior to predict future purchasing patterns.
in scheme: O'Process Framework (OPF)
notation: 3.1.1.1.2
domain: operating
level: 5

Determine market share gain/loss
type: Concept
type: ProcessNode
source: PCF:3.1.1.2.1
broader: Identify market segments
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.1.1.2.1
domain: operating
level: 5

Analyze market and industry trends
type: Concept
type: ProcessNode
source: PCF:3.1.1.3
broader: Perform customer and market intelligence analysis
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.1.1.3
preferred label: 分析 market and industry trends @zh
domain: operating
level: 4

Analyze competing organizations, competitive/substitute products/services
type: Concept
type: ProcessNode
source: PCF:3.1.1.4
broader: Perform customer and market intelligence analysis
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.1.1.4
preferred label: 分析 competing organizations, competitive/substitute products/services @zh
domain: operating
level: 4

Evaluate existing products/services
type: Concept
type: ProcessNode
source: PCF:3.1.1.5
broader: Perform customer and market intelligence analysis
definition: Examining the brands owned and products offered in the market. Determine the relative position of the existing products/brands in the marketplace.
in scheme: O'Process Framework (OPF)
notation: 3.1.1.5
preferred label: 评估 existing products/services @zh
domain: operating
level: 4

Assess internal and external business environment
type: Concept
type: ProcessNode
source: PCF:3.1.1.6
broader: Perform customer and market intelligence analysis
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.1.1.6
preferred label: 评估 internal and external business environment @zh
domain: operating
level: 4

Quantify market opportunities
type: Concept
type: ProcessNode
source: PCF:3.1.2.1
broader: Evaluate and prioritize market opportunities
definition: 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).
in scheme: O'Process Framework (OPF)
notation: 3.1.2.1
domain: operating
level: 4

Identify under-served and saturated market segments
type: Concept
type: ProcessNode
source: PCF:3.1.2.2.1
broader: Determine target segments
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.1.2.2.1
preferred label: 识别 under-served and saturated market segments @zh
domain: operating
level: 5

Prioritize opportunities consistent with capabilities and overall business strategy
type: Concept
type: ProcessNode
source: PCF:3.1.2.3
broader: Evaluate and prioritize market opportunities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.1.2.3
preferred label: 排定优先级 opportunities consistent with capabilities and overall business 战略 @zh
domain: operating
level: 4

Test with customers/consumers
type: Concept
type: ProcessNode
source: PCF:3.1.2.4.1
broader: Validate opportunities
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.1.2.4.1
preferred label: 测试 with customers/consumers @zh
domain: operating
level: 5

Confirm internal capabilities
type: Concept
type: ProcessNode
source: PCF:3.1.2.4.2
broader: Validate opportunities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.1.2.4.2
domain: operating
level: 5

AI-Driven Customer Segmentation
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Understand markets, customers, and capabilities
definition: AI-era activity: AI-Driven Customer Segmentation.
in scheme: O'Process Framework (OPF)
notation: 3.1.3
domain: operating
level: 3

Define offering and positioning
type: Concept
type: ProcessNode
source: PCF:3.2.1.1
broader: Define offering and customer value proposition
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.1.1
preferred label: 定义 offering and positioning @zh
domain: operating
level: 4

Develop value proposition including brand positioning for target segments
type: Concept
type: ProcessNode
source: PCF:3.2.1.2
broader: Define offering and customer value proposition
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.1.2
preferred label: 开发 value proposition including brand positioning for target segments @zh
domain: operating
level: 4

Validate value proposition with target segments
type: Concept
type: ProcessNode
source: PCF:3.2.1.3
broader: Define offering and customer value proposition
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.2.1.3
preferred label: 验证 value proposition with target segments @zh
domain: operating
level: 4

Conduct brand level social sentiment analysis
type: Concept
type: ProcessNode
source: PCF:3.2.2.1
broader: Develop and manage brands
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.2.1
preferred label: 开展 brand level social sentiment analysis @zh
domain: operating
level: 4

Develop marketing strategy for new and existing brands
type: Concept
type: ProcessNode
source: PCF:3.2.2.2
broader: Develop and manage brands
definition: Defining brand-specific marketing direction, priorities, and strategic choices to support brand introduction, growth, positioning, and ongoing performance within the broader marketing strategy.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.2.2
preferred label: 开发 marketing 战略 for new and existing brands @zh
domain: operating
level: 4

Define brand equity position
type: Concept
type: ProcessNode
source: PCF:3.2.2.3
broader: Develop and manage brands
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.2.2.3
preferred label: 定义 brand equity position @zh
domain: operating
level: 4

Assess brand performance management
type: Concept
type: ProcessNode
source: PCF:3.2.2.4
broader: Develop and manage brands
definition: Evaluating brand performance against defined objectives and expectations to inform brand positioning adjustments, investment decisions, and ongoing brand management actions.
definition: Evaluating brand 绩效 against defined objectives and expectations to inform brand positioning adjustments, investment decisions, and ongoing brand management actions. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.2.4
preferred label: 评估 brand 绩效 management @zh
domain: operating
level: 4

Conduct pricing analysis
type: Concept
type: ProcessNode
source: PCF:3.2.3.1
broader: Define pricing strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.3.1
preferred label: 开展 pricing analysis @zh
domain: operating
level: 4

Establish guidelines for applying pricing and discounting of products/services
type: Concept
type: ProcessNode
source: PCF:3.2.3.2
broader: Define pricing strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.3.2
preferred label: 建立 guidelines for applying pricing and discounting of products/services @zh
domain: operating
level: 4

Establish pricing targets
type: Concept
type: ProcessNode
source: PCF:3.2.3.3
broader: Define pricing strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.3.3
preferred label: 建立 pricing targets @zh
domain: operating
level: 4

Approve pricing strategies/policies and targets
type: Concept
type: ProcessNode
source: PCF:3.2.3.4
broader: Define pricing strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.3.4
domain: operating
level: 4

Determine channels to be supported
type: Concept
type: ProcessNode
source: PCF:3.2.4.1
broader: Define and manage channel strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.4.1
domain: operating
level: 4

Establish channel objectives
type: Concept
type: ProcessNode
source: PCF:3.2.4.2
broader: Define and manage channel strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.4.2
preferred label: 建立 channel objectives @zh
domain: operating
level: 4

Determine channel role and fit with target segments
type: Concept
type: ProcessNode
source: PCF:3.2.4.3
broader: Define and manage channel strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.4.3
domain: operating
level: 4

Select channels for target segments
type: Concept
type: ProcessNode
source: PCF:3.2.4.4
broader: Define and manage channel strategy
definition: Choose the most pertinent marketing channel for the targeted segments (based on Determine channel fit with target segments [10127]).
in scheme: O'Process Framework (OPF)
notation: 3.2.4.4
preferred label: 选择 channels for target segments @zh
domain: operating
level: 4

Identify required channel capabilities
type: Concept
type: ProcessNode
source: PCF:3.2.4.5
broader: Define and manage channel strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.4.5
preferred label: 识别 required channel capabilities @zh
domain: operating
level: 4

Evaluate channel attributes and potential partners
type: Concept
type: ProcessNode
source: PCF:3.2.4.6
broader: Define and manage channel strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.4.6
preferred label: 评估 channel attributes and potential partners @zh
domain: operating
level: 4

Define omni-channel strategy
type: Concept
type: ProcessNode
source: PCF:3.2.4.7.1
broader: Orchestrate seamless customer experience across supported channels
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.4.7.1
preferred label: 定义 omni-channel 战略 @zh
domain: operating
level: 5

Define omni-channel requirements
type: Concept
type: ProcessNode
source: PCF:3.2.4.7.2
broader: Orchestrate seamless customer experience across supported channels
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.4.7.2
preferred label: 定义 omni-channel requirements @zh
domain: operating
level: 5

Develop omni-channel policies and procedures
type: Concept
type: ProcessNode
source: PCF:3.2.4.7.3
broader: Orchestrate seamless customer experience across supported channels
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.4.7.3
preferred label: 开发 omni-channel policies and procedures @zh
domain: operating
level: 5

Develop and manage execution roadmap
type: Concept
type: ProcessNode
source: PCF:3.2.4.8
broader: Define and manage channel strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.4.8
preferred label: 开发 and manage execution roadmap @zh
domain: operating
level: 4

Define and manage channel/store format strategy
type: Concept
type: ProcessNode
source: PCF:3.2.4.9
broader: Define and manage channel strategy
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.2.4.9
preferred label: 定义 and manage channel/store format 战略 @zh
domain: operating
level: 4

Establish channel-specific measures and targets
type: Concept
type: ProcessNode
source: PCF:3.2.5.1
broader: Analyze and manage channel performance
definition: Determining measurable parameters to be used for comparing the performance of different marketing channels. Decide on benchmarks and values for optimum or desired performance.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.5.1
preferred label: 建立 channel-specific measures and targets @zh
domain: operating
level: 4

Monitor and report performance
type: Concept
type: ProcessNode
source: PCF:3.2.5.2
broader: Analyze and manage channel performance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.5.2
preferred label: 监控 and report 绩效 @zh
domain: operating
level: 4

Monitor and report events influencing factors
type: Concept
type: ProcessNode
source: PCF:3.2.5.3
broader: Analyze and manage channel performance
definition: Analyzing the factors and circumstances that influence desired outcomes. Communicate core findings to relevant parties.
in scheme: O'Process Framework (OPF)
notation: 3.2.5.3
preferred label: 监控 and report events influencing factors @zh
domain: operating
level: 4

Analyze channel performance
type: Concept
type: ProcessNode
source: PCF:3.2.5.4
broader: Analyze and manage channel performance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.5.4
preferred label: 分析 channel 绩效 @zh
domain: operating
level: 4

Develop plan for channel improvements
type: Concept
type: ProcessNode
source: PCF:3.2.5.5
broader: Analyze and manage channel performance
definition: Devising a course of action to be taken to improve under-performing channels and to promote or expand channels that surpass expectations.
in scheme: O'Process Framework (OPF)
notation: 3.2.5.5
preferred label: 开发 plan for channel improvements @zh
domain: operating
level: 4

Develop customer communication calendar
type: Concept
type: ProcessNode
source: PCF:3.2.6.1
broader: Develop marketing communication strategy
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.2.6.1
preferred label: 开发 customer communication calendar @zh
domain: operating
level: 4

Define public relations (PR) strategy
type: Concept
type: ProcessNode
source: PCF:3.2.6.2
broader: Develop marketing communication strategy
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.2.6.2
preferred label: 定义 public relations (PR) 战略 @zh
domain: operating
level: 4

Define direct marketing strategy
type: Concept
type: ProcessNode
source: PCF:3.2.6.3
broader: Develop marketing communication strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.6.3
preferred label: 定义 direct marketing 战略 @zh
domain: operating
level: 4

Define internal marketing communication strategy
type: Concept
type: ProcessNode
source: PCF:3.2.6.4
broader: Develop marketing communication strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.6.4
preferred label: 定义 internal marketing communication 战略 @zh
domain: operating
level: 4

Identify new media for marketing communication
type: Concept
type: ProcessNode
source: PCF:3.2.6.5
broader: Develop marketing communication strategy
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.2.6.5
preferred label: 识别 new media for marketing communication @zh
domain: operating
level: 4

Define new media communication strategy
type: Concept
type: ProcessNode
source: PCF:3.2.6.6
broader: Develop marketing communication strategy
definition: Developing a marketing strategy that is maximally effective in a new or emerging media channel by capitalizing on its novel attributes and capabilities.
definition: Developing a marketing 战略 that is maximally effective in a new or emerging media channel by capitalizing on its novel attributes and capabilities. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.6.6
preferred label: 定义 new media communication 战略 @zh
domain: operating
level: 4

Define point of sale (POS) communication strategy
type: Concept
type: ProcessNode
source: PCF:3.2.6.7
broader: Develop marketing communication strategy
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.2.6.7
preferred label: 定义 point of sale (POS) communication 战略 @zh
domain: operating
level: 4

Define communication guidelines and mechanisms
type: Concept
type: ProcessNode
source: PCF:3.2.6.8
broader: Develop marketing communication strategy
definition: 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).
in scheme: O'Process Framework (OPF)
notation: 3.2.6.8
preferred label: 定义 communication guidelines and mechanisms @zh
domain: operating
level: 4

Define customer loyalty program
type: Concept
type: ProcessNode
source: PCF:3.2.7.1
broader: Design and manage customer loyalty program
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.2.7.1
preferred label: 定义 customer loyalty program @zh
domain: operating
level: 4

Acquire members to customer loyalty program
type: Concept
type: ProcessNode
source: PCF:3.2.7.2
broader: Design and manage customer loyalty program
definition: 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].
in scheme: O'Process Framework (OPF)
notation: 3.2.7.2
domain: operating
level: 4

Build engagement and relationship with members
type: Concept
type: ProcessNode
source: PCF:3.2.7.3
broader: Design and manage customer loyalty program
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.2.7.3
preferred label: 构建 engagement and relationship with members @zh
domain: operating
level: 4

Monitor customer loyalty program benefits to the enterprise and the customer
type: Concept
type: ProcessNode
source: PCF:3.2.7.4
broader: Design and manage customer loyalty program
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.7.4
preferred label: 监控 customer loyalty program benefits to the enterprise and the customer @zh
domain: operating
level: 4

Optimize loyalty program value to both the enterprise and the customer
type: Concept
type: ProcessNode
source: PCF:3.2.7.5
broader: Design and manage customer loyalty program
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.2.7.5
preferred label: 优化 loyalty program value to both the enterprise and the customer @zh
domain: operating
level: 4

Establish goals, objectives, and measures for products/services by channel/segment
type: Concept
type: ProcessNode
source: PCF:3.3.1
broader: Develop and manage marketing plans
definition: 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.)
definition: 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.) @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.1
preferred label: 建立 goals, objectives, and measures for products/services by channel/segment @zh
domain: operating
level: 3

AI-Powered Pricing Optimization
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Develop and manage marketing plans
definition: AI-era activity: AI-Powered Pricing Optimization.
in scheme: O'Process Framework (OPF)
notation: 3.3.10
domain: operating
level: 3

Confirm marketing alignment to business strategy
type: Concept
type: ProcessNode
source: PCF:3.3.2.1
broader: Establish marketing budgets
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.2.1
preferred label: Confirm marketing 对齐 to business 战略 @zh
domain: operating
level: 4

Determine costs of marketing
type: Concept
type: ProcessNode
source: PCF:3.3.2.2
broader: Establish marketing budgets
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.2.2
domain: operating
level: 4

Create marketing budget
type: Concept
type: ProcessNode
source: PCF:3.3.2.3
broader: Establish marketing budgets
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.2.3
preferred label: 创建 marketing budget @zh
domain: operating
level: 4

Determine projected ROI for marketing investment
type: Concept
type: ProcessNode
source: PCF:3.3.2.4
broader: Establish marketing budgets
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.2.4
domain: operating
level: 4

Understand resource requirements for each product/service and delivery channel/method
type: Concept
type: ProcessNode
source: PCF:3.3.3.1
broader: Develop and manage pricing
definition: Determining the production and distribution costs for each product or service, and each channel or method as factors in determining overall pricing.
in scheme: O'Process Framework (OPF)
notation: 3.3.3.1
domain: operating
level: 4

Achieve regulatory approval for pricing
type: Concept
type: ProcessNode
source: PCF:3.3.3.10
broader: Develop and manage pricing
definition: Obtaining internal price approvals and governmental approvals that are required for licensed products and for products that can be reimbursed by the government.
in scheme: O'Process Framework (OPF)
notation: 3.3.3.10
domain: operating
level: 4

Conduct competitive pricing review (online, offline etc.)
type: Concept
type: ProcessNode
source: PCF:3.3.3.11
broader: Develop and manage pricing
definition: Analyzing competitor pricing across relevant channels and markets to understand relative price positioning, identify pricing gaps or risks, and inform pricing strategy and adjustments.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.3.11
preferred label: 开展 competitive pricing review (online, offline etc.) @zh
domain: operating
level: 4

Determine customer segment specific pricing
type: Concept
type: ProcessNode
source: PCF:3.3.3.12
broader: Develop and manage pricing
definition: Defining pricing approaches and price levels for specific customer segments based on value propositions, market conditions, and strategic pricing objectives.
in scheme: O'Process Framework (OPF)
notation: 3.3.3.12
domain: operating
level: 4

Determine corporate incentives
type: Concept
type: ProcessNode
source: PCF:3.3.3.2
broader: Develop and manage pricing
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.3.2
domain: operating
level: 4

Determine pricing based on volume/unit forecast
type: Concept
type: ProcessNode
source: PCF:3.3.3.3
broader: Develop and manage pricing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.3.3
domain: operating
level: 4

Execute pricing plan
type: Concept
type: ProcessNode
source: PCF:3.3.3.4
broader: Develop and manage pricing
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.3.4
preferred label: 执行 pricing plan @zh
domain: operating
level: 4

Evaluate pricing performance
type: Concept
type: ProcessNode
source: PCF:3.3.3.5
broader: Develop and manage pricing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.3.5
preferred label: 评估 pricing 绩效 @zh
domain: operating
level: 4

Refine pricing as needed
type: Concept
type: ProcessNode
source: PCF:3.3.3.6
broader: Develop and manage pricing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.3.6
domain: operating
level: 4

Implement promotional pricing programs
type: Concept
type: ProcessNode
source: PCF:3.3.3.7
broader: Develop and manage pricing
definition: Managing schemes that offer lower pricing for a limited time as a promotional and sales incentive when launching a new product or a service.
in scheme: O'Process Framework (OPF)
notation: 3.3.3.7
preferred label: 实施 promotional pricing programs @zh
domain: operating
level: 4

Implement other retail pricing programs
type: Concept
type: ProcessNode
source: PCF:3.3.3.8
broader: Develop and manage pricing
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.3.8
preferred label: 实施 other retail pricing programs @zh
domain: operating
level: 4

Communicate and implement price changes
type: Concept
type: ProcessNode
source: PCF:3.3.3.9
broader: Develop and manage pricing
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.3.9
preferred label: Communicate and implement price 变更s @zh
domain: operating
level: 4

Define promotional concepts and objectives
type: Concept
type: ProcessNode
source: PCF:3.3.4.1
broader: Develop and manage promotional activities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.4.1
preferred label: 定义 promotional concepts and objectives @zh
domain: operating
level: 4

Develop marketing messages
type: Concept
type: ProcessNode
source: PCF:3.3.4.2
broader: Develop and manage promotional activities
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.4.2
preferred label: 开发 marketing messages @zh
domain: operating
level: 4

Define target audience
type: Concept
type: ProcessNode
source: PCF:3.3.4.3
broader: Develop and manage promotional activities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.4.3
preferred label: 定义 target audience @zh
domain: operating
level: 4

Plan and test promotional activities
type: Concept
type: ProcessNode
source: PCF:3.3.4.4
broader: Develop and manage promotional activities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.4.4
preferred label: 规划 and test promotional activities @zh
domain: operating
level: 4

Execute promotional activities
type: Concept
type: ProcessNode
source: PCF:3.3.4.5
broader: Develop and manage promotional activities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.4.5
preferred label: 执行 promotional activities @zh
domain: operating
level: 4

Evaluate promotional performance metrics
type: Concept
type: ProcessNode
source: PCF:3.3.4.6
broader: Develop and manage promotional activities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.4.6
preferred label: 评估 promotional 绩效 metrics @zh
domain: operating
level: 4

Refine promotional performance metrics
type: Concept
type: ProcessNode
source: PCF:3.3.4.7
broader: Develop and manage promotional activities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.4.7
preferred label: Refine promotional 绩效 metrics @zh
domain: operating
level: 4

Incorporate learning into future/planned consumer promotions
type: Concept
type: ProcessNode
source: PCF:3.3.4.8
broader: Develop and manage promotional activities
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.4.8
domain: operating
level: 4

Determine customer lifetime value
type: Concept
type: ProcessNode
source: PCF:3.3.5.1
broader: Track customer management measures
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.5.1
domain: operating
level: 4

Analyze customer revenue trend
type: Concept
type: ProcessNode
source: PCF:3.3.5.2
broader: Track customer management measures
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.5.2
preferred label: 分析 customer revenue trend @zh
domain: operating
level: 4

Analyze customer attrition and retention rates
type: Concept
type: ProcessNode
source: PCF:3.3.5.3
broader: Track customer management measures
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.5.3
preferred label: 分析 customer attrition and retention rates @zh
domain: operating
level: 4

Analyze customer metrics
type: Concept
type: ProcessNode
source: PCF:3.3.5.4
broader: Track customer management measures
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.5.4
preferred label: 分析 customer metrics @zh
domain: operating
level: 4

Revise customer strategies, objectives, and plans based on metrics
type: Concept
type: ProcessNode
source: PCF:3.3.5.5
broader: Track customer management measures
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.5.5
domain: operating
level: 4

Monitor and respond to social media activity
type: Concept
type: ProcessNode
source: PCF:3.3.6.1
broader: Analyze and respond to customer insight
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.6.1
preferred label: 监控 and respond to social media activity @zh
domain: operating
level: 4

Analyze customer website activity
type: Concept
type: ProcessNode
source: PCF:3.3.6.2
broader: Analyze and respond to customer insight
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.6.2
preferred label: 分析 customer website activity @zh
domain: operating
level: 4

Analyze customer purchase patterns
type: Concept
type: ProcessNode
source: PCF:3.3.6.3
broader: Analyze and respond to customer insight
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.6.3
preferred label: 分析 customer purchase patterns @zh
domain: operating
level: 4

Develop business rules to provide personalized offers
type: Concept
type: ProcessNode
source: PCF:3.3.6.4
broader: Analyze and respond to customer insight
definition: Creating formulas for personalized offers, purchasing recommendations and targeted advertisements for customers on the basis of previously detected purchase patterns [16615].
in scheme: O'Process Framework (OPF)
notation: 3.3.6.4
preferred label: 开发 business rules to provide personalized offers @zh
domain: operating
level: 4

Monitor effectiveness of personalized offers and adjust offers accordingly
type: Concept
type: ProcessNode
source: PCF:3.3.6.5
broader: Analyze and respond to customer insight
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.6.5
preferred label: 监控 effectiveness of personalized offers and adjust offers accordingly @zh
domain: operating
level: 4

Plan packaging strategy
type: Concept
type: ProcessNode
source: PCF:3.3.7.1
broader: Develop and manage packaging strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.7.1
preferred label: 规划 packaging 战略 @zh
domain: operating
level: 4

Test packaging options
type: Concept
type: ProcessNode
source: PCF:3.3.7.2
broader: Develop and manage packaging strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.7.2
preferred label: 测试 packaging options @zh
domain: operating
level: 4

Execute packaging strategy
type: Concept
type: ProcessNode
source: PCF:3.3.7.3
broader: Develop and manage packaging strategy
definition: Implementing the final packaging. Put into action the packaging strategy in light of the insights accumulated from testing various options.
definition: Implementing the final packaging. Put into action the packaging 战略 in light of the insights accumulated from testing various options. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.7.3
preferred label: 执行 packaging 战略 @zh
domain: operating
level: 4

Refine packaging
type: Concept
type: ProcessNode
source: PCF:3.3.7.4
broader: Develop and manage packaging strategy
definition: Fine-tuning the packaging that has been developed and tested using insights gleaned from feedback.
in scheme: O'Process Framework (OPF)
notation: 3.3.7.4
domain: operating
level: 4

Develop go-to-market strategy
type: Concept
type: ProcessNode
source: PCF:3.3.8
broader: Develop and manage marketing plans
definition: Creation of a plan detailing how a company plans to execute a successful product release and promotion, and ultimately its sale to customers.
definition: Creation of a plan detailing how a company plans to execute a successful product 发布 and promotion, and ultimately its sale to customers. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.8
preferred label: 开发 go-to-market 战略 @zh
domain: operating
level: 3

Manage product images
type: Concept
type: ProcessNode
source: PCF:3.3.9.1
broader: Manage product marketing material
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.9.1
preferred label: 管理 product images @zh
domain: operating
level: 4

Manage product copy
type: Concept
type: ProcessNode
source: PCF:3.3.9.2
broader: Manage product marketing material
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.9.2
preferred label: 管理 product copy @zh
domain: operating
level: 4

Gather current and historic order information
type: Concept
type: ProcessNode
source: PCF:3.4.1.1
broader: Develop sales forecast
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.4.1.1
domain: operating
level: 4

Analyze sales trends and patterns
type: Concept
type: ProcessNode
source: PCF:3.4.1.2
broader: Develop sales forecast
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.4.1.2
preferred label: 分析 sales trends and patterns @zh
domain: operating
level: 4

Generate sales forecast
type: Concept
type: ProcessNode
source: PCF:3.4.1.3
broader: Develop sales forecast
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.4.1.3
domain: operating
level: 4

Analyze historical and planned promotions and events
type: Concept
type: ProcessNode
source: PCF:3.4.1.4
broader: Develop sales forecast
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.4.1.4
preferred label: 分析 historical and planned promotions and events @zh
domain: operating
level: 4

Identify alliance opportunities
type: Concept
type: ProcessNode
source: PCF:3.4.2.1
broader: Develop sales partner/alliance relationships
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.4.2.1
preferred label: 识别 alliance opportunities @zh
domain: operating
level: 4

Develop promotional and category management calendars (trade marketing calendars)
type: Concept
type: ProcessNode
source: PCF:3.4.2.10
broader: Develop sales partner/alliance relationships
definition: Combining scheduled promotional, category management and trade marketing events into unified timetables. Update the calendars. Register new events.
in scheme: O'Process Framework (OPF)
notation: 3.4.2.10
preferred label: 开发 promotional and category management calendars (trade marketing calendars) @zh
domain: operating
level: 4

Create strategic and tactical sales plans by customer
type: Concept
type: ProcessNode
source: PCF:3.4.2.11
broader: Develop sales partner/alliance relationships
definition: Establishing long term customer sales plans to assess current sales and to determine future sales objectives, strategies for achieving the goals, and available resources.
in scheme: O'Process Framework (OPF)
notation: 3.4.2.11
preferred label: 创建 strategic and tactical sales plans by customer @zh
domain: operating
level: 4

Communicate planning information to customer teams
type: Concept
type: ProcessNode
source: PCF:3.4.2.12
broader: Develop sales partner/alliance relationships
definition: Sending invitations and distributing information about upcoming events to customer teams and other involved entities.
in scheme: O'Process Framework (OPF)
notation: 3.4.2.12
domain: operating
level: 4

Design alliance programs and methods for selecting and managing relationships
type: Concept
type: ProcessNode
source: PCF:3.4.2.2
broader: Develop sales partner/alliance relationships
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.4.2.2
preferred label: 设计 alliance programs and methods for selecting and managing relationships @zh
domain: operating
level: 4

Select alliances
type: Concept
type: ProcessNode
source: PCF:3.4.2.3
broader: Develop sales partner/alliance relationships
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.4.2.3
preferred label: 选择 alliances @zh
domain: operating
level: 4

Develop customer trade strategy and customer objectives/targets
type: Concept
type: ProcessNode
source: PCF:3.4.2.4
broader: Develop sales partner/alliance relationships
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.4.2.4
preferred label: 开发 customer trade 战略 and customer objectives/targets @zh
domain: operating
level: 4

Define trade programs and funding options
type: Concept
type: ProcessNode
source: PCF:3.4.2.5
broader: Develop sales partner/alliance relationships
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.4.2.5
preferred label: 定义 trade programs and funding options @zh
domain: operating
level: 4

Conduct planning activities for major trade customers
type: Concept
type: ProcessNode
source: PCF:3.4.2.6
broader: Develop sales partner/alliance relationships
definition: Arranging meetings with trade partners to coordinate logistics, manage critical resources, resolve bottlenecks, and schedule urgent or time-sensitive matters.
in scheme: O'Process Framework (OPF)
notation: 3.4.2.6
preferred label: 开展 planning activities for major trade customers @zh
domain: operating
level: 4

Develop partner and alliance management strategies
type: Concept
type: ProcessNode
source: PCF:3.4.2.7
broader: Develop sales partner/alliance relationships
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.4.2.7
preferred label: 开发 partner and alliance management strategies @zh
domain: operating
level: 4

Establish partner and alliance management goals
type: Concept
type: ProcessNode
source: PCF:3.4.2.8
broader: Develop sales partner/alliance relationships
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.4.2.8
preferred label: 建立 partner and alliance management goals @zh
domain: operating
level: 4

Establish partner and alliance agreements
type: Concept
type: ProcessNode
source: PCF:3.4.2.9
broader: Develop sales partner/alliance relationships
definition: Setting up strategic alliances with key trade partners and ratifying partnership agreements.
in scheme: O'Process Framework (OPF)
notation: 3.4.2.9
preferred label: 建立 partner and alliance agreements @zh
domain: operating
level: 4

Calculate product market share
type: Concept
type: ProcessNode
source: PCF:3.4.3.1
broader: Establish overall sales budgets
definition: Determining the percentage of total sales volume in the market for a particular product.
in scheme: O'Process Framework (OPF)
notation: 3.4.3.1
domain: operating
level: 4

Calculate product revenue
type: Concept
type: ProcessNode
source: PCF:3.4.3.2
broader: Establish overall sales budgets
definition: 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.)
in scheme: O'Process Framework (OPF)
notation: 3.4.3.2
domain: operating
level: 4

Determine variable costs
type: Concept
type: ProcessNode
source: PCF:3.4.3.3
broader: Establish overall sales budgets
definition: Calculating the variable costs of production. Approximate those costs that depend on the volume of products/services produced by the organization.
in scheme: O'Process Framework (OPF)
notation: 3.4.3.3
domain: operating
level: 4

Determine overhead and fixed costs
type: Concept
type: ProcessNode
source: PCF:3.4.3.4
broader: Establish overall sales budgets
definition: 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).
in scheme: O'Process Framework (OPF)
notation: 3.4.3.4
domain: operating
level: 4

Calculate net profit
type: Concept
type: ProcessNode
source: PCF:3.4.3.5
broader: Establish overall sales budgets
definition: Calculating the net income. Calculate the organization's profitability by accounting for Determine overhead and fixed costs [10145] and Determine variable costs [10144].
in scheme: O'Process Framework (OPF)
notation: 3.4.3.5
domain: operating
level: 4

Create budget
type: Concept
type: ProcessNode
source: PCF:3.4.3.6
broader: Establish overall sales budgets
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.4.3.6
preferred label: 创建 budget @zh
domain: operating
level: 4

Establish sales goals and measures
type: Concept
type: ProcessNode
source: PCF:3.4.4
broader: Develop sales strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.4.4
preferred label: 建立 sales goals and measures @zh
domain: operating
level: 3

Establish customer management measures
type: Concept
type: ProcessNode
source: PCF:3.4.5
broader: Develop sales strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.4.5
preferred label: 建立 customer management measures @zh
domain: operating
level: 3

Identify potential customers
type: Concept
type: ProcessNode
source: PCF:3.5.1.1
broader: Manage leads/opportunities
definition: Identifying people who can be converted into customers. Leverage personal and professional networks, business research over databases and directories, and secondary research.
in scheme: O'Process Framework (OPF)
notation: 3.5.1.1
preferred label: 识别 potential customers @zh
domain: operating
level: 4

Identify/receive leads/opportunities
type: Concept
type: ProcessNode
source: PCF:3.5.1.2
broader: Manage leads/opportunities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.1.2
preferred label: 识别/receive leads/opportunities @zh
domain: operating
level: 4

Validate and qualify leads/opportunities
type: Concept
type: ProcessNode
source: PCF:3.5.1.3
broader: Manage leads/opportunities
definition: Reviewing the set of potential customers and sales opportunities. Approve the leads that meet company requirements on new businesses.
in scheme: O'Process Framework (OPF)
notation: 3.5.1.3
preferred label: 验证 and qualify leads/opportunities @zh
domain: operating
level: 4

Match opportunities to business strategy
type: Concept
type: ProcessNode
source: PCF:3.5.1.4
broader: Manage leads/opportunities
definition: Aligning sales leads with business objectives.
in scheme: O'Process Framework (OPF)
notation: 3.5.1.4
preferred label: Match opportunities to business 战略 @zh
domain: operating
level: 4

Develop opportunity win plans
type: Concept
type: ProcessNode
source: PCF:3.5.1.5
broader: Manage leads/opportunities
definition: Creating plans about how to close leads and win sales opportunities.
in scheme: O'Process Framework (OPF)
notation: 3.5.1.5
preferred label: 开发 opportunity win plans @zh
domain: operating
level: 4

Manage opportunity pipeline
type: Concept
type: ProcessNode
source: PCF:3.5.1.6
broader: Manage leads/opportunities
definition: Overseeing and planning the acquisition of new customers.
in scheme: O'Process Framework (OPF)
notation: 3.5.1.6
preferred label: 管理 opportunity 流水线 @zh
domain: operating
level: 4

Determine sales resource allocation
type: Concept
type: ProcessNode
source: PCF:3.5.1.7
broader: Manage leads/opportunities
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.5.1.7
domain: operating
level: 4

Perform sales calls
type: Concept
type: ProcessNode
source: PCF:3.5.1.8.1
broader: Manage customer sales calls
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.5.1.8.1
domain: operating
level: 5

Perform pre-sales activities
type: Concept
type: ProcessNode
source: PCF:3.5.1.8.2
broader: Manage customer sales calls
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.5.1.8.2
domain: operating
level: 5

Manage customer meetings/workshops
type: Concept
type: ProcessNode
source: PCF:3.5.1.8.3
broader: Manage customer sales calls
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.1.8.3
preferred label: 管理 customer meetings/workshops @zh
domain: operating
level: 5

Close the sale
type: Concept
type: ProcessNode
source: PCF:3.5.1.8.4
broader: Manage customer sales calls
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.5.1.8.4
preferred label: 关闭 the sale @zh
domain: operating
level: 5

Record outcome of sales process
type: Concept
type: ProcessNode
source: PCF:3.5.1.8.5
broader: Manage customer sales calls
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.1.8.5
domain: operating
level: 5

Select key customers/accounts
type: Concept
type: ProcessNode
source: PCF:3.5.2.1
broader: Manage customers and accounts
definition: Choosing principal clients that are vital for the company.
in scheme: O'Process Framework (OPF)
notation: 3.5.2.1
preferred label: 选择 key customers/accounts @zh
domain: operating
level: 4

Develop sales/key account plan
type: Concept
type: ProcessNode
source: PCF:3.5.2.2
broader: Manage customers and accounts
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.2.2
preferred label: 开发 sales/key account plan @zh
domain: operating
level: 4

Manage sales/key account plan
type: Concept
type: ProcessNode
source: PCF:3.5.2.3
broader: Manage customers and accounts
definition: Handling the accounts of important clients.
in scheme: O'Process Framework (OPF)
notation: 3.5.2.3
preferred label: 管理 sales/key account plan @zh
domain: operating
level: 4

Manage customer relationships
type: Concept
type: ProcessNode
source: PCF:3.5.2.4
broader: Manage customers and accounts
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.2.4
preferred label: 管理 customer relationships @zh
domain: operating
level: 4

Collect and merge internal and third-party customer information
type: Concept
type: ProcessNode
source: PCF:3.5.2.5.1
broader: Manage customer master data
definition: Gathering the data about customers. Combine the information available locally with the data obtained from external sources.
in scheme: O'Process Framework (OPF)
notation: 3.5.2.5.1
preferred label: 收集 and merge internal and third-party customer information @zh
domain: operating
level: 5

De-duplicate customer data
type: Concept
type: ProcessNode
source: PCF:3.5.2.5.2
broader: Manage customer master data
definition: Eliminating redundant information in customer data.
in scheme: O'Process Framework (OPF)
notation: 3.5.2.5.2
domain: operating
level: 5

Receive Request For Proposal (RFP)/Request For Quote (RFQ)
type: Concept
type: ProcessNode
source: PCF:3.5.3.1
broader: Develop and manage sales proposals, bids, and quotes
definition: Accepting procurement proposals.
in scheme: O'Process Framework (OPF)
notation: 3.5.3.1
preferred label: 接收 Request For Proposal (RFP)/Request For Quote (RFQ) @zh
domain: operating
level: 4

Conduct profitability analysis
type: Concept
type: ProcessNode
source: PCF:3.5.3.10
broader: Develop and manage sales proposals, bids, and quotes
definition: Reviewing profitability data. Analyze systematically all relevant metrics and parameters. Report findings and make recommendations for changes to operational strategies.
definition: Reviewing profitability data. 分析 systematically all relevant metrics and parameters. 报告 findings and make recommendations for 变更s to operational strategies. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.3.10
preferred label: 开展 profitability analysis @zh
domain: operating
level: 4

Manage internal reviews
type: Concept
type: ProcessNode
source: PCF:3.5.3.11
broader: Develop and manage sales proposals, bids, and quotes
definition: Overseeing the internal review process.
in scheme: O'Process Framework (OPF)
notation: 3.5.3.11
preferred label: 管理 internal reviews @zh
domain: operating
level: 4

Manage internal approvals
type: Concept
type: ProcessNode
source: PCF:3.5.3.12
broader: Develop and manage sales proposals, bids, and quotes
definition: Obtaining required company-internal authorizations.
in scheme: O'Process Framework (OPF)
notation: 3.5.3.12
preferred label: 管理 internal approvals @zh
domain: operating
level: 4

Submit/present bid/proposal/quote to customer
type: Concept
type: ProcessNode
source: PCF:3.5.3.13
broader: Develop and manage sales proposals, bids, and quotes
definition: Delivering the proposal to the potential client.
in scheme: O'Process Framework (OPF)
notation: 3.5.3.13
domain: operating
level: 4

Revise bid/proposal/quote
type: Concept
type: ProcessNode
source: PCF:3.5.3.14
broader: Develop and manage sales proposals, bids, and quotes
definition: Amending bids, proposals or quotes with more accurate time, cost or delivery estimates.
in scheme: O'Process Framework (OPF)
notation: 3.5.3.14
domain: operating
level: 4

Manage notification outcome
type: Concept
type: ProcessNode
source: PCF:3.5.3.15
broader: Develop and manage sales proposals, bids, and quotes
definition: Handling proposals depending on whether they were accepted or rejected.
in scheme: O'Process Framework (OPF)
notation: 3.5.3.15
preferred label: 管理 notification outcome @zh
domain: operating
level: 4

Refine customer requirements
type: Concept
type: ProcessNode
source: PCF:3.5.3.2
broader: Develop and manage sales proposals, bids, and quotes
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.5.3.2
domain: operating
level: 4

Review RFP/RFQ request
type: Concept
type: ProcessNode
source: PCF:3.5.3.3
broader: Develop and manage sales proposals, bids, and quotes
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.3.3
preferred label: 审查 RFP/RFQ request @zh
domain: operating
level: 4

Perform competitive analysis
type: Concept
type: ProcessNode
source: PCF:3.5.3.4
broader: Develop and manage sales proposals, bids, and quotes
definition: Comparing the proposals submitted by different bidders in terms of cost, efficiency and value.
in scheme: O'Process Framework (OPF)
notation: 3.5.3.4
domain: operating
level: 4

Validate with strategy/business plans
type: Concept
type: ProcessNode
source: PCF:3.5.3.5
broader: Develop and manage sales proposals, bids, and quotes
definition: Assessing the business strategy, forecasted performance, financing and cash flow of the proposals.
definition: Assessing the business 战略, forecasted 绩效, financing and cash flow of the proposals. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.3.5
preferred label: 验证 with 战略/business plans @zh
domain: operating
level: 4

Understand customer business and requirements
type: Concept
type: ProcessNode
source: PCF:3.5.3.6
broader: Develop and manage sales proposals, bids, and quotes
definition: Deepening knowledge about the customer's field of operation and business needs.
in scheme: O'Process Framework (OPF)
notation: 3.5.3.6
domain: operating
level: 4

Develop solution and delivery approach
type: Concept
type: ProcessNode
source: PCF:3.5.3.7
broader: Develop and manage sales proposals, bids, and quotes
definition: Creating a plan with detailed steps about how produce and deliver the goods or services.
in scheme: O'Process Framework (OPF)
notation: 3.5.3.7
preferred label: 开发 solution and delivery approach @zh
domain: operating
level: 4

Identify staffing requirements
type: Concept
type: ProcessNode
source: PCF:3.5.3.8
broader: Develop and manage sales proposals, bids, and quotes
definition: Determining the needs for internal resources and vacancies.
in scheme: O'Process Framework (OPF)
notation: 3.5.3.8
preferred label: 识别 staffing requirements @zh
domain: operating
level: 4

Develop pricing and scheduling estimates
type: Concept
type: ProcessNode
source: PCF:3.5.3.9
broader: Develop and manage sales proposals, bids, and quotes
definition: Establishing predicted delivery costs, fees and timelines.
in scheme: O'Process Framework (OPF)
notation: 3.5.3.9
preferred label: 开发 pricing and scheduling estimates @zh
domain: operating
level: 4

Accept and validate sales orders
type: Concept
type: ProcessNode
source: PCF:3.5.4.1
broader: Manage sales orders
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.4.1
domain: operating
level: 4

Administer key account details
type: Concept
type: ProcessNode
source: PCF:3.5.4.2.1
broader: Collect and maintain account information
definition: Managing essential information of customer accounts.
in scheme: O'Process Framework (OPF)
notation: 3.5.4.2.1
domain: operating
level: 5

Retrieve full customer details
type: Concept
type: ProcessNode
source: PCF:3.5.4.2.2
broader: Collect and maintain account information
definition: Obtaining detailed information about customers.
in scheme: O'Process Framework (OPF)
notation: 3.5.4.2.2
domain: operating
level: 5

Modify involved party details
type: Concept
type: ProcessNode
source: PCF:3.5.4.2.3
broader: Collect and maintain account information
definition: Altering information about involved parties.
in scheme: O'Process Framework (OPF)
notation: 3.5.4.2.3
domain: operating
level: 5

Record address details
type: Concept
type: ProcessNode
source: PCF:3.5.4.2.4
broader: Collect and maintain account information
definition: Documenting address information.
in scheme: O'Process Framework (OPF)
notation: 3.5.4.2.4
domain: operating
level: 5

Record contact details
type: Concept
type: ProcessNode
source: PCF:3.5.4.2.5
broader: Collect and maintain account information
definition: Documenting contact information.
in scheme: O'Process Framework (OPF)
notation: 3.5.4.2.5
domain: operating
level: 5

Record key customer communication profile details
type: Concept
type: ProcessNode
source: PCF:3.5.4.2.6
broader: Collect and maintain account information
definition: Providing information about important business rules regarding communicating with customers.
in scheme: O'Process Framework (OPF)
notation: 3.5.4.2.6
domain: operating
level: 5

Review involved party information
type: Concept
type: ProcessNode
source: PCF:3.5.4.2.7
broader: Collect and maintain account information
definition: Revising information about involved parties.
in scheme: O'Process Framework (OPF)
notation: 3.5.4.2.7
preferred label: 审查 involved party information @zh
domain: operating
level: 5

Terminate involved party information
type: Concept
type: ProcessNode
source: PCF:3.5.4.2.8
broader: Collect and maintain account information
definition: Dismissing information about involved parties.
in scheme: O'Process Framework (OPF)
notation: 3.5.4.2.8
domain: operating
level: 5

Determine availability
type: Concept
type: ProcessNode
source: PCF:3.5.4.3
broader: Manage sales orders
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.4.3
preferred label: Determine 可用性 @zh
domain: operating
level: 4

Determine fulfillment process
type: Concept
type: ProcessNode
source: PCF:3.5.4.4
broader: Manage sales orders
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.4.4
preferred label: Determine 履约ment process @zh
domain: operating
level: 4

Process back orders and updates
type: Concept
type: ProcessNode
source: PCF:3.5.4.5
broader: Manage sales orders
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.4.5
preferred label: 处理 back orders and updates @zh
domain: operating
level: 4

Handle sales order inquiries including post-order fulfillment transactions
type: Concept
type: ProcessNode
source: PCF:3.5.4.6
broader: Manage sales orders
definition: Attending to any queries received from the customers, even after a sales order has been serviced. Deploy ad hoc personnel for managing these enquiries.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.4.6
preferred label: Handle sales order inquiries including post-order 履约ment transactions @zh
domain: operating
level: 4

Provide product tracking
type: Concept
type: ProcessNode
source: PCF:3.5.4.7
broader: Manage sales orders
definition: Providing visibility into the status and progress of products associated with customer orders to support order fulfillment, customer communication, and issue resolution.
definition: Providing visibility into the status and progress of products associated with customer orders to support order 履约ment, customer communication, and issue resolution. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.4.7
preferred label: 提供 product tracking @zh
domain: operating
level: 4

Provide certification enablement training
type: Concept
type: ProcessNode
source: PCF:3.5.5.1.1
broader: Provide sales and product/service training to sales partners/alliances
definition: Provide training and certification to develop strategies for marketing-driven sales.
definition: 提供 训练 and certification to develop strategies for marketing-driven sales. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.5.1.1
preferred label: 提供 certification enablement 训练 @zh
domain: operating
level: 5

Manage certifications and skills
type: Concept
type: ProcessNode
source: PCF:3.5.5.1.2
broader: Provide sales and product/service training to sales partners/alliances
definition: Reviewing, processing and issuing certifications and accrediting skills and competencies.
in scheme: O'Process Framework (OPF)
notation: 3.5.5.1.2
preferred label: 管理 certifications and skills @zh
domain: operating
level: 5

Provide support to partners/alliances
type: Concept
type: ProcessNode
source: PCF:3.5.5.1.3
broader: Provide sales and product/service training to sales partners/alliances
definition: Backing sales partners and strategic alliances.
in scheme: O'Process Framework (OPF)
notation: 3.5.5.1.3
preferred label: 提供 support to partners/alliances @zh
domain: operating
level: 5

Provide marketing materials to sales partners/alliances
type: Concept
type: ProcessNode
source: PCF:3.5.5.2
broader: Manage sales partners and alliances
definition: Distributing marketing materials and sales brochures to entities that the company partners with.
in scheme: O'Process Framework (OPF)
notation: 3.5.5.2
preferred label: 提供 marketing materials to sales partners/alliances @zh
domain: operating
level: 4

Evaluate partner/alliance results
type: Concept
type: ProcessNode
source: PCF:3.5.5.3
broader: Manage sales partners and alliances
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.5.3
preferred label: 评估 partner/alliance results @zh
domain: operating
level: 4

Manage sales partner/alliance master data
type: Concept
type: ProcessNode
source: PCF:3.5.5.4
broader: Manage sales partners and alliances
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.5.4
preferred label: 管理 sales partner/alliance master data @zh
domain: operating
level: 4

Perform sales at physical outlets
type: Concept
type: ProcessNode
source: PCF:3.5.6
broader: Develop and manage sales plans
definition: Execution of sales at physical / brick and mortar locations.
in scheme: O'Process Framework (OPF)
notation: 3.5.6
domain: operating
level: 3

Perform field sales
type: Concept
type: ProcessNode
source: PCF:3.5.7
broader: Develop and manage sales plans
definition: Execution of sales within field/remote locations. This could be any location that is not part of a headquarters location.
in scheme: O'Process Framework (OPF)
notation: 3.5.7
domain: operating
level: 3

Perform digital sales
type: Concept
type: ProcessNode
source: PCF:3.5.8
broader: Develop and manage sales plans
definition: Execution of sales in an online environment.
in scheme: O'Process Framework (OPF)
notation: 3.5.8
domain: operating
level: 3

Define manufacturing goals
type: Concept
type: ProcessNode
source: PCF:4.1.1.1
broader: Develop production and materials strategies
definition: Creating quantifiable strategic objectives for each manufacturing segment in conjunction with sales projections.
in scheme: O'Process Framework (OPF)
notation: 4.1.1.1
preferred label: 定义 manufacturing goals @zh
domain: operating
level: 4

Define labor and materials policies
type: Concept
type: ProcessNode
source: PCF:4.1.1.2
broader: Develop production and materials strategies
definition: Setting up internal rules and regulations regarding the employees and the materials.
in scheme: O'Process Framework (OPF)
notation: 4.1.1.2
preferred label: 定义 labor and materials policies @zh
domain: operating
level: 4

Define outsourcing policies
type: Concept
type: ProcessNode
source: PCF:4.1.1.3
broader: Develop production and materials strategies
definition: Creating rules and regulations regarding contracting out of a business process to another party in order to reduce costs.
in scheme: O'Process Framework (OPF)
notation: 4.1.1.3
preferred label: 定义 outsourcing policies @zh
domain: operating
level: 4

Define capital expense policies
type: Concept
type: ProcessNode
source: PCF:4.1.1.4
broader: Develop production and materials strategies
definition: Designing rules and regulations pertaining to the expenditure incurred in acquiring or upgrading the existing stock of manufacturing capital.
in scheme: O'Process Framework (OPF)
notation: 4.1.1.4
preferred label: 定义 capital expense policies @zh
domain: operating
level: 4

Define capacities
type: Concept
type: ProcessNode
source: PCF:4.1.1.5
broader: Develop production and materials strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.1.5
preferred label: 定义 capacities @zh
domain: operating
level: 4

Define production network and supply constraints
type: Concept
type: ProcessNode
source: PCF:4.1.1.6
broader: Develop production and materials strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.1.6
preferred label: 定义 production network and supply constraints @zh
domain: operating
level: 4

Define production process
type: Concept
type: ProcessNode
source: PCF:4.1.1.7
broader: Develop production and materials strategies
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.1.1.7
preferred label: 定义 production process @zh
domain: operating
level: 4

Define standard operating procedures
type: Concept
type: ProcessNode
source: PCF:4.1.1.8
broader: Develop production and materials strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.1.8
preferred label: 定义 standard operating procedures @zh
domain: operating
level: 4

Define production workplace layout and infrastructure
type: Concept
type: ProcessNode
source: PCF:4.1.1.9
broader: Develop production and materials strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.1.9
preferred label: 定义 production workplace layout and 基础设施 @zh
domain: operating
level: 4

Identify and assess source requirements
type: Concept
type: ProcessNode
source: SCOR:DS14:sP2
broader: Plan Source
definition: SCOR DS 14.0 activity in 'Plan Source'.
definition: SCOR DS 14.0 activity in '规划 Source'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.10.1
preferred label: 识别 and assess source requirements @zh
domain: operating
level: 4

Balance source resources
type: Concept
type: ProcessNode
source: SCOR:DS14:sP2
broader: Plan Source
definition: SCOR DS 14.0 activity in 'Plan Source'.
definition: SCOR DS 14.0 activity in '规划 Source'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.10.2
preferred label: 平衡 source resources @zh
domain: operating
level: 4

Establish sourcing plans
type: Concept
type: ProcessNode
source: SCOR:DS14:sP2
broader: Plan Source
definition: SCOR DS 14.0 activity in 'Plan Source'.
definition: SCOR DS 14.0 activity in '规划 Source'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.10.3
preferred label: 建立 sourcing plans @zh
domain: operating
level: 4

Identify transformation requirements
type: Concept
type: ProcessNode
source: SCOR:DS14:sP3
broader: Plan Transform
definition: SCOR DS 14.0 activity in 'Plan Transform'.
definition: SCOR DS 14.0 activity in '规划 转化'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.11.1
preferred label: 识别 转化ation requirements @zh
domain: operating
level: 4

Balance transformation resources
type: Concept
type: ProcessNode
source: SCOR:DS14:sP3
broader: Plan Transform
definition: SCOR DS 14.0 activity in 'Plan Transform'.
definition: SCOR DS 14.0 activity in '规划 转化'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.11.2
preferred label: 平衡 转化ation resources @zh
domain: operating
level: 4

Establish transformation plans
type: Concept
type: ProcessNode
source: SCOR:DS14:sP3
broader: Plan Transform
definition: SCOR DS 14.0 activity in 'Plan Transform'.
definition: SCOR DS 14.0 activity in '规划 转化'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.11.3
preferred label: 建立 转化ation plans @zh
domain: operating
level: 4

Identify order management requirements
type: Concept
type: ProcessNode
source: SCOR:DS14:sP4
broader: Plan Order
definition: SCOR DS 14.0 activity in 'Plan Order'.
definition: SCOR DS 14.0 activity in '规划 Order'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.12.1
preferred label: 识别 order management requirements @zh
domain: operating
level: 4

Balance order resources
type: Concept
type: ProcessNode
source: SCOR:DS14:sP4
broader: Plan Order
definition: SCOR DS 14.0 activity in 'Plan Order'.
definition: SCOR DS 14.0 activity in '规划 Order'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.12.2
preferred label: 平衡 order resources @zh
domain: operating
level: 4

Establish order plans
type: Concept
type: ProcessNode
source: SCOR:DS14:sP4
broader: Plan Order
definition: SCOR DS 14.0 activity in 'Plan Order'.
definition: SCOR DS 14.0 activity in '规划 Order'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.12.3
preferred label: 建立 order plans @zh
domain: operating
level: 4

Identify fulfillment requirements
type: Concept
type: ProcessNode
source: SCOR:DS14:sP5
broader: Plan Fulfill
definition: SCOR DS 14.0 activity in 'Plan Fulfill'.
definition: SCOR DS 14.0 activity in '规划 履约'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.13.1
preferred label: 识别 履约ment requirements @zh
domain: operating
level: 4

Balance fulfillment resources
type: Concept
type: ProcessNode
source: SCOR:DS14:sP5
broader: Plan Fulfill
definition: SCOR DS 14.0 activity in 'Plan Fulfill'.
definition: SCOR DS 14.0 activity in '规划 履约'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.13.2
preferred label: 平衡 履约ment resources @zh
domain: operating
level: 4

Establish fulfillment plans
type: Concept
type: ProcessNode
source: SCOR:DS14:sP5
broader: Plan Fulfill
definition: SCOR DS 14.0 activity in 'Plan Fulfill'.
definition: SCOR DS 14.0 activity in '规划 履约'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.13.3
preferred label: 建立 履约ment plans @zh
domain: operating
level: 4

Assess return requirements
type: Concept
type: ProcessNode
source: SCOR:DS14:sP6
broader: Plan Return
definition: SCOR DS 14.0 activity in 'Plan Return'.
definition: SCOR DS 14.0 activity in '规划 Return'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.14.1
preferred label: 评估 return requirements @zh
domain: operating
level: 4

Balance return resources
type: Concept
type: ProcessNode
source: SCOR:DS14:sP6
broader: Plan Return
definition: SCOR DS 14.0 activity in 'Plan Return'.
definition: SCOR DS 14.0 activity in '规划 Return'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.14.2
preferred label: 平衡 return resources @zh
domain: operating
level: 4

Establish return plans
type: Concept
type: ProcessNode
source: SCOR:DS14:sP6
broader: Plan Return
definition: SCOR DS 14.0 activity in 'Plan Return'.
definition: SCOR DS 14.0 activity in '规划 Return'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.14.3
preferred label: 建立 return plans @zh
domain: operating
level: 4

AI-Powered Demand Forecasting
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Plan for and align supply chain resources
definition: AI-era activity: AI-Powered Demand Forecasting.
in scheme: O'Process Framework (OPF)
notation: 4.1.15
domain: operating
level: 3

Develop baseline demand forecasts
type: Concept
type: ProcessNode
source: PCF:4.1.2.1
broader: Manage demand for products
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.2.1
preferred label: 开发 baseline demand forecasts @zh
domain: operating
level: 4

Collaborate demand with customers
type: Concept
type: ProcessNode
source: PCF:4.1.2.2
broader: Manage demand for products
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.1.2.2
domain: operating
level: 4

Develop demand consensus forecast
type: Concept
type: ProcessNode
source: PCF:4.1.2.3
broader: Manage demand for products
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.1.2.3
preferred label: 开发 demand consensus forecast @zh
domain: operating
level: 4

Determine available to promise
type: Concept
type: ProcessNode
source: PCF:4.1.2.4
broader: Manage demand for products
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.2.4
domain: operating
level: 4

Monitor activity against demand forecast and revise forecast
type: Concept
type: ProcessNode
source: PCF:4.1.2.5
broader: Manage demand for products
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.1.2.5
preferred label: 监控 activity against demand forecast and revise forecast @zh
domain: operating
level: 4

Evaluate and revise demand forecasting approach
type: Concept
type: ProcessNode
source: PCF:4.1.2.6
broader: Manage demand for products
definition: Examining the methodology used to estimate future demand. Refine it in light of current market realities and demand.
in scheme: O'Process Framework (OPF)
notation: 4.1.2.6
preferred label: 评估 and revise demand forecasting approach @zh
domain: operating
level: 4

Measure demand forecast accuracy
type: Concept
type: ProcessNode
source: PCF:4.1.2.7
broader: Manage demand for products
definition: Calculating and inspecting the accuracy of demand forecasts. Use metrics to check the reliability of the forecasts created.
in scheme: O'Process Framework (OPF)
notation: 4.1.2.7
domain: operating
level: 4

Create unconstrained plan
type: Concept
type: ProcessNode
source: PCF:4.1.3.1
broader: Create materials plan
definition: 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].
definition: 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]. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.3.1
preferred label: 创建 unconstrained plan @zh
domain: operating
level: 4

Collaborate with supplier and contract manufacturers
type: Concept
type: ProcessNode
source: PCF:4.1.3.2
broader: Create materials plan
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.3.2
domain: operating
level: 4

Identify critical materials and supplier capacity
type: Concept
type: ProcessNode
source: PCF:4.1.3.3
broader: Create materials plan
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.3.3
preferred label: 识别 critical materials and supplier 容量 @zh
domain: operating
level: 4

Monitor material specifications
type: Concept
type: ProcessNode
source: PCF:4.1.3.4
broader: Create materials plan
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.3.4
preferred label: 监控 material specifications @zh
domain: operating
level: 4

Generate constrained plan
type: Concept
type: ProcessNode
source: PCF:4.1.3.5
broader: Create materials plan
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.3.5
domain: operating
level: 4

Define production balance and control
type: Concept
type: ProcessNode
source: PCF:4.1.3.6
broader: Create materials plan
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.3.6
preferred label: 定义 production balance and control @zh
domain: operating
level: 4

Model production network to enable simulation and optimization
type: Concept
type: ProcessNode
source: PCF:4.1.4.1
broader: Create and manage master production schedule
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.4.1
preferred label: 模型 production network to enable simulation and optimization @zh
domain: operating
level: 4

Create master production schedule
type: Concept
type: ProcessNode
source: PCF:4.1.4.2
broader: Create and manage master production schedule
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.4.2
preferred label: 创建 master production schedule @zh
domain: operating
level: 4

Maintain master production schedule
type: Concept
type: ProcessNode
source: PCF:4.1.4.3
broader: Create and manage master production schedule
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.1.4.3
preferred label: 维护 master production schedule @zh
domain: operating
level: 4

Maintain master data
type: Concept
type: ProcessNode
source: PCF:4.1.5.1
broader: Plan distribution requirements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.5.1
preferred label: 维护 master data @zh
domain: operating
level: 4

Manage partner load plan
type: Concept
type: ProcessNode
source: PCF:4.1.5.10
broader: Plan distribution requirements
definition: Administering the load plan for partners. Manage the delivery, and dispatch from the source to the partners.
definition: Administering the load plan for partners. 管理 the delivery, and dispatch from the source to the partners. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.5.10
preferred label: 管理 partner load plan @zh
domain: operating
level: 4

Manage cost of supply
type: Concept
type: ProcessNode
source: PCF:4.1.5.11
broader: Plan distribution requirements
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.1.5.11
preferred label: 管理 cost of supply @zh
domain: operating
level: 4

Manage capacity utilization
type: Concept
type: ProcessNode
source: PCF:4.1.5.12
broader: Plan distribution requirements
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.5.12
preferred label: 管理 容量 utilization @zh
domain: operating
level: 4

Determine finished goods inventory requirements at destination
type: Concept
type: ProcessNode
source: PCF:4.1.5.2
broader: Plan distribution requirements
definition: Interact with the concerned person at the destination to validate the requirements and to avoid any miscommunication of information.
in scheme: O'Process Framework (OPF)
notation: 4.1.5.2
domain: operating
level: 4

Determine product storage facility requirements
type: Concept
type: ProcessNode
source: PCF:4.1.5.3
broader: Plan distribution requirements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.5.3
domain: operating
level: 4

Calculate requirements at destination
type: Concept
type: ProcessNode
source: PCF:4.1.5.4
broader: Plan distribution requirements
definition: Interact with the concerned authority at the destination to reach a specific figure that correctly represents requirements.
in scheme: O'Process Framework (OPF)
notation: 4.1.5.4
domain: operating
level: 4

Calculate consolidation at source
type: Concept
type: ProcessNode
source: PCF:4.1.5.5
broader: Plan distribution requirements
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.1.5.5
domain: operating
level: 4

Manage collaborative replenishment planning
type: Concept
type: ProcessNode
source: PCF:4.1.5.6
broader: Plan distribution requirements
definition: Administering the plan for collaborative replenishment of goods. Replenish inventory by creating a plan in case of faulty production.
in scheme: O'Process Framework (OPF)
notation: 4.1.5.6
preferred label: 管理 collaborative replenishment planning @zh
domain: operating
level: 4

Calculate and optimize destination dispatch plan
type: Concept
type: ProcessNode
source: PCF:4.1.5.7
broader: Plan distribution requirements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.5.7
domain: operating
level: 4

Manage dispatch plan attainment
type: Concept
type: ProcessNode
source: PCF:4.1.5.8
broader: Plan distribution requirements
definition: Accomplishing the dispatch plan. Strictly follow the schedule, and adjust for deviations. Coordinate with the concerned authorities at various destinations.
definition: Accomplishing the dispatch plan. Strictly follow the schedule, and adjust for deviations. 协调 with the concerned authorities at various destinations. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.5.8
preferred label: 管理 dispatch plan attainment @zh
domain: operating
level: 4

Calculate and optimize destination load plans
type: Concept
type: ProcessNode
source: PCF:4.1.5.9
broader: Plan distribution requirements
definition: Evaluating the plans for delivering loads to destinations. Create a systematic plan that specifies the load plans for every single destination.
definition: Evaluating the plans for delivering loads to destinations. 创建 a systematic plan that specifies the load plans for every single destination. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.5.9
domain: operating
level: 4

Establish distribution center layout constraints
type: Concept
type: ProcessNode
source: PCF:4.1.6.1
broader: Establish distribution planning constraints
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.1.6.1
preferred label: 建立 distribution center layout constraints @zh
domain: operating
level: 4

Establish inventory management constraints
type: Concept
type: ProcessNode
source: PCF:4.1.6.2
broader: Establish distribution planning constraints
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.6.2
preferred label: 建立 inventory management constraints @zh
domain: operating
level: 4

Establish transportation management constraints
type: Concept
type: ProcessNode
source: PCF:4.1.6.3
broader: Establish distribution planning constraints
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.1.6.3
preferred label: 建立 transportation management constraints @zh
domain: operating
level: 4

Establish storage management constraints
type: Concept
type: ProcessNode
source: PCF:4.1.6.4
broader: Establish distribution planning constraints
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.6.4
preferred label: 建立 storage management constraints @zh
domain: operating
level: 4

Review distribution network
type: Concept
type: ProcessNode
source: PCF:4.1.7.1
broader: Review distribution planning policies
definition: Evaluating the system that defines how the products/inventory would reach from the source (i.e., manufacturer) to the destination (i.e., retailer/distributer).
in scheme: O'Process Framework (OPF)
notation: 4.1.7.1
preferred label: 审查 distribution network @zh
domain: operating
level: 4

Establish sourcing relationships
type: Concept
type: ProcessNode
source: PCF:4.1.7.2
broader: Review distribution planning policies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.7.2
preferred label: 建立 sourcing relationships @zh
domain: operating
level: 4

Establish dynamic deployment policies
type: Concept
type: ProcessNode
source: PCF:4.1.7.3
broader: Review distribution planning policies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.7.3
preferred label: 建立 dynamic 部署 policies @zh
domain: operating
level: 4

Establish quality targets
type: Concept
type: ProcessNode
source: PCF:4.1.8.1
broader: Develop quality standards and procedures
definition: Defining specific qualitative and quantitative target figures.
in scheme: O'Process Framework (OPF)
notation: 4.1.8.1
preferred label: 建立 质量 targets @zh
domain: operating
level: 4

Develop standard testing procedures
type: Concept
type: ProcessNode
source: PCF:4.1.8.2
broader: Develop quality standards and procedures
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.8.2
preferred label: 开发 standard testing procedures @zh
domain: operating
level: 4

Communicate quality specifications
type: Concept
type: ProcessNode
source: PCF:4.1.8.3
broader: Develop quality standards and procedures
definition: Communicating the desired quality specifications to the manufacturing units, as well as the distribution centers, to avoid any misunderstanding or misinterpretation.
definition: Communicating the desired 质量 specifications to the manufacturing units, as well as the distribution centers, to avoid any misunderstanding or misinterpretation. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.8.3
preferred label: Communicate 质量 specifications @zh
domain: operating
level: 4

Identify and prioritize SC requirements
type: Concept
type: ProcessNode
source: SCOR:DS14:sP1
broader: Plan Supply Chain
definition: SCOR DS 14.0 activity in 'Plan Supply Chain'.
definition: SCOR DS 14.0 activity in '规划 供应链'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.9.1
preferred label: 识别 and prioritize SC requirements @zh
domain: operating
level: 4

Balance SC resources with requirements
type: Concept
type: ProcessNode
source: SCOR:DS14:sP1
broader: Plan Supply Chain
definition: SCOR DS 14.0 activity in 'Plan Supply Chain'.
definition: SCOR DS 14.0 activity in '规划 供应链'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.9.2
preferred label: 平衡 SC resources with requirements @zh
domain: operating
level: 4

Establish and communicate SC plans
type: Concept
type: ProcessNode
source: SCOR:DS14:sP1
broader: Plan Supply Chain
definition: SCOR DS 14.0 activity in 'Plan Supply Chain'.
definition: SCOR DS 14.0 activity in '规划 供应链'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.9.3
preferred label: 建立 and communicate SC plans @zh
domain: operating
level: 4

Authorize return
type: Concept
type: ProcessNode
source: SCOR:DS14:sFR3
broader: Fulfill Return Excess Product
definition: SCOR DS 14.0 activity in 'Fulfill Return Excess Product'.
definition: SCOR DS 14.0 activity in '履约 Return Excess Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.10.1
domain: operating
level: 3

Schedule receipt
type: Concept
type: ProcessNode
source: SCOR:DS14:sFR3
broader: Fulfill Return Excess Product
definition: SCOR DS 14.0 activity in 'Fulfill Return Excess Product'.
definition: SCOR DS 14.0 activity in '履约 Return Excess Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.10.2
preferred label: 调度 receipt @zh
domain: operating
level: 3

Receive product
type: Concept
type: ProcessNode
source: SCOR:DS14:sFR3
broader: Fulfill Return Excess Product
definition: SCOR DS 14.0 activity in 'Fulfill Return Excess Product'.
definition: SCOR DS 14.0 activity in '履约 Return Excess Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.10.3
preferred label: 接收 product @zh
domain: operating
level: 3

Transfer product
type: Concept
type: ProcessNode
source: SCOR:DS14:sFR3
broader: Fulfill Return Excess Product
definition: SCOR DS 14.0 activity in 'Fulfill Return Excess Product'.
definition: SCOR DS 14.0 activity in '履约 Return Excess Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.10.4
preferred label: 转移 product @zh
domain: operating
level: 3

Gather business rule info
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr1
broader: Manage SC Business Rules
definition: SCOR DS 14.0 activity in 'Manage SC Business Rules'.
definition: SCOR DS 14.0 activity in '管理 SC Business Rules'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.11.1
domain: operating
level: 3

Interpret rules
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr1
broader: Manage SC Business Rules
definition: SCOR DS 14.0 activity in 'Manage SC Business Rules'.
definition: SCOR DS 14.0 activity in '管理 SC Business Rules'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.11.2
domain: operating
level: 3

Document rules
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr1
broader: Manage SC Business Rules
definition: SCOR DS 14.0 activity in 'Manage SC Business Rules'.
definition: SCOR DS 14.0 activity in '管理 SC Business Rules'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.11.3
domain: operating
level: 3

Initiate reporting
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr2
broader: Manage SC Performance
definition: SCOR DS 14.0 activity in 'Manage SC Performance'.
definition: SCOR DS 14.0 activity in '管理 SC 绩效'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.12.1
domain: operating
level: 3

Analyze reports
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr2
broader: Manage SC Performance
definition: SCOR DS 14.0 activity in 'Manage SC Performance'.
definition: SCOR DS 14.0 activity in '管理 SC 绩效'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.12.2
preferred label: 分析 reports @zh
domain: operating
level: 3

Develop corrective actions
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr2
broader: Manage SC Performance
definition: SCOR DS 14.0 activity in 'Manage SC Performance'.
definition: SCOR DS 14.0 activity in '管理 SC 绩效'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.12.3
preferred label: 开发 corrective actions @zh
domain: operating
level: 3

Receive and compile data
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr3
broader: Manage SC Data and Information
definition: SCOR DS 14.0 activity in 'Manage SC Data and Information'.
definition: SCOR DS 14.0 activity in '管理 SC Data and Information'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.13.1
preferred label: 接收 and compile data @zh
domain: operating
level: 3

Maintain data integrity
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr3
broader: Manage SC Data and Information
definition: SCOR DS 14.0 activity in 'Manage SC Data and Information'.
definition: SCOR DS 14.0 activity in '管理 SC Data and Information'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.13.2
preferred label: 维护 data integrity @zh
domain: operating
level: 3

Identify skill requirements
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr4
broader: Manage SC Human Resources
definition: SCOR DS 14.0 activity in 'Manage SC Human Resources'.
definition: SCOR DS 14.0 activity in '管理 SC 人力资源'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.14.1
preferred label: 识别 skill requirements @zh
domain: operating
level: 3

Identify available resources
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr4
broader: Manage SC Human Resources
definition: SCOR DS 14.0 activity in 'Manage SC Human Resources'.
definition: SCOR DS 14.0 activity in '管理 SC 人力资源'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.14.2
preferred label: 识别 available resources @zh
domain: operating
level: 3

Match skills
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr4
broader: Manage SC Human Resources
definition: SCOR DS 14.0 activity in 'Manage SC Human Resources'.
definition: SCOR DS 14.0 activity in '管理 SC 人力资源'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.14.3
domain: operating
level: 3

Schedule asset management
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr5
broader: Manage SC Assets
definition: SCOR DS 14.0 activity in 'Manage SC Assets'.
definition: SCOR DS 14.0 activity in '管理 SC 资产'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.15.1
preferred label: 调度 asset management @zh
domain: operating
level: 3

Maintain assets
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr5
broader: Manage SC Assets
definition: SCOR DS 14.0 activity in 'Manage SC Assets'.
definition: SCOR DS 14.0 activity in '管理 SC 资产'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.15.2
preferred label: 维护 资产 @zh
domain: operating
level: 3

Configure assets
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr5
broader: Manage SC Assets
definition: SCOR DS 14.0 activity in 'Manage SC Assets'.
definition: SCOR DS 14.0 activity in '管理 SC 资产'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.15.3
preferred label: 配置 资产 @zh
domain: operating
level: 3

Negotiate contracts
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr6
broader: Manage SC Contracts
definition: SCOR DS 14.0 activity in 'Manage SC Contracts'.
definition: SCOR DS 14.0 activity in '管理 SC Contracts'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.16.1
domain: operating
level: 3

Establish contracts
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr6
broader: Manage SC Contracts
definition: SCOR DS 14.0 activity in 'Manage SC Contracts'.
definition: SCOR DS 14.0 activity in '管理 SC Contracts'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.16.2
preferred label: 建立 contracts @zh
domain: operating
level: 3

Manage contracts
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr6
broader: Manage SC Contracts
definition: SCOR DS 14.0 activity in 'Manage SC Contracts'.
definition: SCOR DS 14.0 activity in '管理 SC Contracts'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.16.3
preferred label: 管理 contracts @zh
domain: operating
level: 3

Select network model
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr7
broader: Manage SC Network
definition: SCOR DS 14.0 activity in 'Manage SC Network'.
definition: SCOR DS 14.0 activity in '管理 SC Network'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.17.1
preferred label: 选择 network 模型 @zh
domain: operating
level: 3

Evaluate alternatives
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr7
broader: Manage SC Network
definition: SCOR DS 14.0 activity in 'Manage SC Network'.
definition: SCOR DS 14.0 activity in '管理 SC Network'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.17.2
preferred label: 评估 alternatives @zh
domain: operating
level: 3

Finalize network
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr7
broader: Manage SC Network
definition: SCOR DS 14.0 activity in 'Manage SC Network'.
definition: SCOR DS 14.0 activity in '管理 SC Network'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.17.3
domain: operating
level: 3

Monitor requirements
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr8
broader: Manage SC Regulatory Compliance
definition: SCOR DS 14.0 activity in 'Manage SC Regulatory Compliance'.
definition: SCOR DS 14.0 activity in '管理 SC Regulatory 合规'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.18.1
preferred label: 监控 requirements @zh
domain: operating
level: 3

Assess compliance
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr8
broader: Manage SC Regulatory Compliance
definition: SCOR DS 14.0 activity in 'Manage SC Regulatory Compliance'.
definition: SCOR DS 14.0 activity in '管理 SC Regulatory 合规'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.18.2
preferred label: 评估 合规 @zh
domain: operating
level: 3

Adapt to changes
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr8
broader: Manage SC Regulatory Compliance
definition: SCOR DS 14.0 activity in 'Manage SC Regulatory Compliance'.
definition: SCOR DS 14.0 activity in '管理 SC Regulatory 合规'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.18.3
preferred label: Adapt to 变更s @zh
domain: operating
level: 3

Identify SC risks
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr9
broader: Manage SC Risk
definition: SCOR DS 14.0 activity in 'Manage SC Risk'.
definition: SCOR DS 14.0 activity in '管理 SC 风险'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.19.1
preferred label: 识别 SC 风险s @zh
domain: operating
level: 3

Assess probability and impact
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr9
broader: Manage SC Risk
definition: SCOR DS 14.0 activity in 'Manage SC Risk'.
definition: SCOR DS 14.0 activity in '管理 SC 风险'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.19.2
preferred label: 评估 probability and impact @zh
domain: operating
level: 3

Mitigate risks
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr9
broader: Manage SC Risk
definition: SCOR DS 14.0 activity in 'Manage SC Risk'.
definition: SCOR DS 14.0 activity in '管理 SC 风险'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.19.3
preferred label: Mitigate 风险s @zh
domain: operating
level: 3

Develop procurement plan
type: Concept
type: ProcessNode
source: PCF:4.2.1.1
broader: Provide sourcing governance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.1.1
preferred label: 开发 procurement plan @zh
domain: operating
level: 4

Clarify purchasing requirements
type: Concept
type: ProcessNode
source: PCF:4.2.1.2
broader: Provide sourcing governance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.1.2
domain: operating
level: 4

Establish materials management contingency plans
type: Concept
type: ProcessNode
source: PCF:4.2.1.3
broader: Provide sourcing governance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.1.3
preferred label: 建立 materials management contingency plans @zh
domain: operating
level: 4

Match needs to supply capabilities
type: Concept
type: ProcessNode
source: PCF:4.2.1.4
broader: Provide sourcing governance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.1.4
domain: operating
level: 4

Analyze organization’s spend profile
type: Concept
type: ProcessNode
source: PCF:4.2.1.5
broader: Provide sourcing governance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.1.5
preferred label: 分析 organization’s spend profile @zh
domain: operating
level: 4

Seek opportunities to improve efficiency and value
type: Concept
type: ProcessNode
source: PCF:4.2.1.6
broader: Provide sourcing governance
definition: Seeking the most efficient sourcing and procurement opportunities.
in scheme: O'Process Framework (OPF)
notation: 4.2.1.6
domain: operating
level: 4

Collaborate with suppliers to align with long term business goals
type: Concept
type: ProcessNode
source: PCF:4.2.1.7
broader: Provide sourcing governance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.1.7
domain: operating
level: 4

Collaborate with suppliers to identify sourcing opportunities
type: Concept
type: ProcessNode
source: PCF:4.2.1.8
broader: Provide sourcing governance
definition: Collaborating with the suppliers of materials and services in order to determine new opportunities for sourcing.
in scheme: O'Process Framework (OPF)
notation: 4.2.1.8
domain: operating
level: 4

Analyze category/product positioning and performance
type: Concept
type: ProcessNode
source: PCF:4.2.2.1
broader: Develop category plan
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.2.1
preferred label: 分析 category/product positioning and 绩效 @zh
domain: operating
level: 4

Forecast demand for each category by market
type: Concept
type: ProcessNode
source: PCF:4.2.2.2
broader: Develop category plan
definition: Forecasting demand for sourcing categories across relevant markets or consumption channels to support planning, supplier strategy, and capacity alignment.
definition: Forecasting demand for sourcing categories across relevant markets or consumption channels to support planning, supplier 战略, and 容量 对齐. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.2.2
preferred label: 预测 demand for each category by market @zh
domain: operating
level: 4

Assign revenue and margin targets to each category
type: Concept
type: ProcessNode
source: PCF:4.2.2.3
broader: Develop category plan
definition: Establishing revenue, cost, and margin targets for sourcing categories to guide category strategy, sourcing decisions, and performance evaluation.
definition: Establishing revenue, cost, and margin targets for sourcing categories to guide category 战略, sourcing decisions, and 绩效 evaluation. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.2.3
domain: operating
level: 4

Select suppliers
type: Concept
type: ProcessNode
source: PCF:4.2.3.1
broader: Select suppliers and develop/maintain contracts
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.3.1
preferred label: 选择 suppliers @zh
domain: operating
level: 4

Certify and validate suppliers
type: Concept
type: ProcessNode
source: PCF:4.2.3.2
broader: Select suppliers and develop/maintain contracts
definition: Validating the supply sources, and provide certification as an official supplier.
in scheme: O'Process Framework (OPF)
notation: 4.2.3.2
domain: operating
level: 4

Negotiate and establish contracts
type: Concept
type: ProcessNode
source: PCF:4.2.3.3
broader: Select suppliers and develop/maintain contracts
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.2.3.3
domain: operating
level: 4

Manage contracts
type: Concept
type: ProcessNode
source: PCF:4.2.3.4
broader: Select suppliers and develop/maintain contracts
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.3.4
preferred label: 管理 contracts @zh
domain: operating
level: 4

Process/Review requisitions
type: Concept
type: ProcessNode
source: PCF:4.2.4.1
broader: Order materials and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.4.1
preferred label: 处理/审查 requisitions @zh
domain: operating
level: 4

Approve requisitions
type: Concept
type: ProcessNode
source: PCF:4.2.4.2
broader: Order materials and services
definition: Approving requisitions for materials and services. Examine distributor-specific requests, and validate them individually.
in scheme: O'Process Framework (OPF)
notation: 4.2.4.2
domain: operating
level: 4

Solicit supplier quotes
type: Concept
type: ProcessNode
source: PCF:4.2.4.3
broader: Order materials and services
definition: Requesting quotes from suppliers. Use a request for quotation (RFQ) to invite suppliers into a bidding process for specific products/services.
in scheme: O'Process Framework (OPF)
notation: 4.2.4.3
domain: operating
level: 4

Create/Distribute purchase orders
type: Concept
type: ProcessNode
source: PCF:4.2.4.4
broader: Order materials and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.4.4
preferred label: 创建/Distribute purchase orders @zh
domain: operating
level: 4

Expedite orders and satisfy inquiries
type: Concept
type: ProcessNode
source: PCF:4.2.4.5
broader: Order materials and services
definition: Accelerating the purchase orders in order to fulfill the internal needs (for raw materials) depicted through inquiries.
definition: Accelerating the purchase orders in order to 履约 the internal needs (for raw materials) depicted through inquiries. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.4.5
domain: operating
level: 4

Reconcile purchase orders
type: Concept
type: ProcessNode
source: PCF:4.2.4.6
broader: Order materials and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.4.6
domain: operating
level: 4

Research/Resolve order exceptions
type: Concept
type: ProcessNode
source: PCF:4.2.4.7
broader: Order materials and services
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.2.4.7
preferred label: Research/解决 order exceptions @zh
domain: operating
level: 4

Monitor/Manage supplier information
type: Concept
type: ProcessNode
source: PCF:4.2.5.1
broader: Manage suppliers
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.5.1
preferred label: 监控/管理 supplier information @zh
domain: operating
level: 4

Prepare/Analyze procurement and supplier performance
type: Concept
type: ProcessNode
source: PCF:4.2.5.2
broader: Manage suppliers
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.5.2
preferred label: 准备/分析 procurement and supplier 绩效 @zh
domain: operating
level: 4

Support inventory and production processes
type: Concept
type: ProcessNode
source: PCF:4.2.5.3
broader: Manage suppliers
definition: 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.)
in scheme: O'Process Framework (OPF)
notation: 4.2.5.3
domain: operating
level: 4

Monitor quality of product delivered
type: Concept
type: ProcessNode
source: PCF:4.2.5.4
broader: Manage suppliers
definition: Track the performance of the suppliers on product quality. Use this information to further improve sourcing and supplier performance.
definition: 跟踪 the 绩效 of the suppliers on product 质量. Use this information to further improve sourcing and supplier 绩效. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.5.4
preferred label: 监控 质量 of product delivered @zh
domain: operating
level: 4

Schedule product deliveries
type: Concept
type: ProcessNode
source: SCOR:DS14:sS1
broader: Source Stocked Product
definition: SCOR DS 14.0 activity in 'Source Stocked Product'.
in scheme: O'Process Framework (OPF)
notation: 4.2.6.1
preferred label: 调度 product deliveries @zh
domain: operating
level: 4

Receive product
type: Concept
type: ProcessNode
source: SCOR:DS14:sS1
broader: Source Stocked Product
definition: SCOR DS 14.0 activity in 'Source Stocked Product'.
in scheme: O'Process Framework (OPF)
notation: 4.2.6.2
preferred label: 接收 product @zh
domain: operating
level: 4

Verify product
type: Concept
type: ProcessNode
source: SCOR:DS14:sS1
broader: Source Stocked Product
definition: SCOR DS 14.0 activity in 'Source Stocked Product'.
in scheme: O'Process Framework (OPF)
notation: 4.2.6.3
preferred label: 验证 product @zh
domain: operating
level: 4

Transfer product
type: Concept
type: ProcessNode
source: SCOR:DS14:sS1
broader: Source Stocked Product
definition: SCOR DS 14.0 activity in 'Source Stocked Product'.
in scheme: O'Process Framework (OPF)
notation: 4.2.6.4
preferred label: 转移 product @zh
domain: operating
level: 4

Schedule deliveries
type: Concept
type: ProcessNode
source: SCOR:DS14:sS2
broader: Source Make-to-Order Product
definition: SCOR DS 14.0 activity in 'Source Make-to-Order Product'.
in scheme: O'Process Framework (OPF)
notation: 4.2.7.1
preferred label: 调度 deliveries @zh
domain: operating
level: 4

Receive product
type: Concept
type: ProcessNode
source: SCOR:DS14:sS2
broader: Source Make-to-Order Product
definition: SCOR DS 14.0 activity in 'Source Make-to-Order Product'.
in scheme: O'Process Framework (OPF)
notation: 4.2.7.2
preferred label: 接收 product @zh
domain: operating
level: 4

Verify product
type: Concept
type: ProcessNode
source: SCOR:DS14:sS2
broader: Source Make-to-Order Product
definition: SCOR DS 14.0 activity in 'Source Make-to-Order Product'.
in scheme: O'Process Framework (OPF)
notation: 4.2.7.3
preferred label: 验证 product @zh
domain: operating
level: 4

Transfer product
type: Concept
type: ProcessNode
source: SCOR:DS14:sS2
broader: Source Make-to-Order Product
definition: SCOR DS 14.0 activity in 'Source Make-to-Order Product'.
in scheme: O'Process Framework (OPF)
notation: 4.2.7.4
preferred label: 转移 product @zh
domain: operating
level: 4

Identify sources of supply
type: Concept
type: ProcessNode
source: SCOR:DS14:sS3
broader: Source Engineer-to-Order Product
definition: SCOR DS 14.0 activity in 'Source Engineer-to-Order Product'.
in scheme: O'Process Framework (OPF)
notation: 4.2.8.1
preferred label: 识别 sources of supply @zh
domain: operating
level: 4

Select final supplier
type: Concept
type: ProcessNode
source: SCOR:DS14:sS3
broader: Source Engineer-to-Order Product
definition: SCOR DS 14.0 activity in 'Source Engineer-to-Order Product'.
in scheme: O'Process Framework (OPF)
notation: 4.2.8.2
preferred label: 选择 final supplier @zh
domain: operating
level: 4

Schedule deliveries
type: Concept
type: ProcessNode
source: SCOR:DS14:sS3
broader: Source Engineer-to-Order Product
definition: SCOR DS 14.0 activity in 'Source Engineer-to-Order Product'.
in scheme: O'Process Framework (OPF)
notation: 4.2.8.3
preferred label: 调度 deliveries @zh
domain: operating
level: 4

Receive product
type: Concept
type: ProcessNode
source: SCOR:DS14:sS3
broader: Source Engineer-to-Order Product
definition: SCOR DS 14.0 activity in 'Source Engineer-to-Order Product'.
in scheme: O'Process Framework (OPF)
notation: 4.2.8.4
preferred label: 接收 product @zh
domain: operating
level: 4

Define tech requirements
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr10
broader: Manage SC Technology
definition: SCOR DS 14.0 activity in 'Manage SC Technology'.
definition: SCOR DS 14.0 activity in '管理 SC Technology'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.20.1
preferred label: 定义 tech requirements @zh
domain: operating
level: 3

Select solutions
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr10
broader: Manage SC Technology
definition: SCOR DS 14.0 activity in 'Manage SC Technology'.
definition: SCOR DS 14.0 activity in '管理 SC Technology'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.20.2
preferred label: 选择 solutions @zh
domain: operating
level: 3

Implement technology
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr10
broader: Manage SC Technology
definition: SCOR DS 14.0 activity in 'Manage SC Technology'.
definition: SCOR DS 14.0 activity in '管理 SC Technology'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.20.3
preferred label: 实施 technology @zh
domain: operating
level: 3

Define ESG objectives
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr11
broader: Manage SC Sustainability
definition: SCOR DS 14.0 activity in 'Manage SC Sustainability'.
definition: SCOR DS 14.0 activity in '管理 SC 可持续发展'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.21.1
preferred label: 定义 ESG objectives @zh
domain: operating
level: 3

Measure sustainability performance
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr11
broader: Manage SC Sustainability
definition: SCOR DS 14.0 activity in 'Manage SC Sustainability'.
definition: SCOR DS 14.0 activity in '管理 SC 可持续发展'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.21.2
preferred label: Measure 可持续发展 绩效 @zh
domain: operating
level: 3

Improve sustainable practices
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr11
broader: Manage SC Sustainability
definition: SCOR DS 14.0 activity in 'Manage SC Sustainability'.
definition: SCOR DS 14.0 activity in '管理 SC 可持续发展'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.21.3
domain: operating
level: 3

Report on circular economy metrics
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr11
broader: Manage SC Sustainability
definition: SCOR DS 14.0 activity in 'Manage SC Sustainability'.
definition: SCOR DS 14.0 activity in '管理 SC 可持续发展'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.21.4
preferred label: 报告 on 循环经济 metrics @zh
domain: operating
level: 3

Model and simulate plant
type: Concept
type: ProcessNode
source: PCF:4.3.1.1
broader: Schedule production
definition: 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,.
in scheme: O'Process Framework (OPF)
notation: 4.3.1.1
preferred label: 模型 and simulate plant @zh
domain: operating
level: 4

Generate line level plan
type: Concept
type: ProcessNode
source: PCF:4.3.1.2
broader: Schedule production
definition: Initiating the line-level plan for production. Break down the production schedule into specific lines, specifying the various objectives the production schedule.
in scheme: O'Process Framework (OPF)
notation: 4.3.1.2
domain: operating
level: 4

Generate detailed schedule
type: Concept
type: ProcessNode
source: PCF:4.3.1.3
broader: Schedule production
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.3.1.3
domain: operating
level: 4

Schedule production orders and create lots
type: Concept
type: ProcessNode
source: PCF:4.3.1.4
broader: Schedule production
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.1.4
preferred label: 调度 production orders and create lots @zh
domain: operating
level: 4

Plan for preventive maintenance
type: Concept
type: ProcessNode
source: PCF:4.3.1.5
broader: Schedule production
definition: Scheduling planned maintenance of the production equipment.
in scheme: O'Process Framework (OPF)
notation: 4.3.1.5
preferred label: 规划 for preventive maintenance @zh
domain: operating
level: 4

Request unplanned maintenance
type: Concept
type: ProcessNode
source: PCF:4.3.1.6
broader: Schedule production
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.1.6
domain: operating
level: 4

Release production orders and create lots
type: Concept
type: ProcessNode
source: PCF:4.3.1.7
broader: Schedule production
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.1.7
preferred label: 发布 production orders and create lots @zh
domain: operating
level: 4

Manage raw material inventory
type: Concept
type: ProcessNode
source: PCF:4.3.2.1
broader: Produce/Assemble product
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.2.1
preferred label: 管理 raw material inventory @zh
domain: operating
level: 4

Execute detailed line schedule
type: Concept
type: ProcessNode
source: PCF:4.3.2.2
broader: Produce/Assemble product
definition: Creating and implementing the detailed line production schedule on the ground level.
in scheme: O'Process Framework (OPF)
notation: 4.3.2.2
preferred label: 执行 detailed line schedule @zh
domain: operating
level: 4

Report maintenance issues
type: Concept
type: ProcessNode
source: PCF:4.3.2.3
broader: Produce/Assemble product
definition: Recording and reporting any deviations or issues in the maintenance schedule, in the performance to the production management team, and for unplanned maintenance.
definition: Recording and reporting any deviations or issues in the maintenance schedule, in the 绩效 to the production management team, and for unplanned maintenance. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.2.3
preferred label: 报告 maintenance issues @zh
domain: operating
level: 4

Rerun defective items
type: Concept
type: ProcessNode
source: PCF:4.3.2.4
broader: Produce/Assemble product
definition: Reproducing the items produced defectively. Assess the produced items by conducting quality and standardization tests in order to diagnose any discrepancies. Reproduce defective items.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.2.4
domain: operating
level: 4

Automate and control plant
type: Concept
type: ProcessNode
source: PCF:4.3.2.5.1
broader: Monitor and optimize production process
definition: Creating and applying technology to monitor and control the production and delivery of products and services. Automation involves a broad range of technologies.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.2.5.1
preferred label: 自动化 and control plant @zh
domain: operating
level: 5

Perform advanced process control
type: Concept
type: ProcessNode
source: PCF:4.3.2.5.2
broader: Monitor and optimize production process
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.2.5.2
domain: operating
level: 5

Perform real-time optimization
type: Concept
type: ProcessNode
source: PCF:4.3.2.5.3
broader: Monitor and optimize production process
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.2.5.3
domain: operating
level: 5

Manage plant alarms and alerts
type: Concept
type: ProcessNode
source: PCF:4.3.2.5.4
broader: Monitor and optimize production process
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.3.2.5.4
preferred label: 管理 plant alarms and alerts @zh
domain: operating
level: 5

Assess production performance
type: Concept
type: ProcessNode
source: PCF:4.3.2.6
broader: Produce/Assemble product
definition: Analyzing and benchmarking the production process to judge its effectiveness and efficiency. Create production metrics to numerically calculate the performance of the production process.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.2.6
preferred label: 评估 production 绩效 @zh
domain: operating
level: 4

Calibrate test equipment
type: Concept
type: ProcessNode
source: PCF:4.3.3.1
broader: Perform quality testing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.3.1
domain: operating
level: 4

Perform testing using the standard testing procedure
type: Concept
type: ProcessNode
source: PCF:4.3.3.2
broader: Perform quality testing
definition: Performing testing using calibrated equipment and in consent with the standard testing procedure, including testing time.
in scheme: O'Process Framework (OPF)
notation: 4.3.3.2
domain: operating
level: 4

Manage quality samples
type: Concept
type: ProcessNode
source: PCF:4.3.3.3
broader: Perform quality testing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.3.3
preferred label: 管理 质量 samples @zh
domain: operating
level: 4

Record test results
type: Concept
type: ProcessNode
source: PCF:4.3.3.4
broader: Perform quality testing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.3.4
domain: operating
level: 4

Track and analyze non-conformance trends
type: Concept
type: ProcessNode
source: PCF:4.3.3.5
broader: Perform quality testing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.3.5
preferred label: 跟踪 and analyze non-conformance trends @zh
domain: operating
level: 4

Perform root cause analysis
type: Concept
type: ProcessNode
source: PCF:4.3.3.6
broader: Perform quality testing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.3.6
domain: operating
level: 4

Determine lot numbering system
type: Concept
type: ProcessNode
source: PCF:4.3.4.1
broader: Maintain production records and manage lot traceability
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.3.4.1
domain: operating
level: 4

Determine lot use
type: Concept
type: ProcessNode
source: PCF:4.3.4.2
broader: Maintain production records and manage lot traceability
definition: Identifying the use of production lots. Define where, how, and when to use a specific production lot.
definition: Identifying the use of production lots. 定义 where, how, and when to use a specific production lot. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.4.2
domain: operating
level: 4

Schedule production
type: Concept
type: ProcessNode
source: SCOR:DS14:sT1
broader: Transform Make-to-Stock
definition: SCOR DS 14.0 activity in 'Transform Make-to-Stock'.
definition: SCOR DS 14.0 activity in '转化 Make-to-Stock'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.5.1
preferred label: 调度 production @zh
domain: operating
level: 4

Issue material
type: Concept
type: ProcessNode
source: SCOR:DS14:sT1
broader: Transform Make-to-Stock
definition: SCOR DS 14.0 activity in 'Transform Make-to-Stock'.
definition: SCOR DS 14.0 activity in '转化 Make-to-Stock'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.5.2
domain: operating
level: 4

Produce and test
type: Concept
type: ProcessNode
source: SCOR:DS14:sT1
broader: Transform Make-to-Stock
definition: SCOR DS 14.0 activity in 'Transform Make-to-Stock'.
definition: SCOR DS 14.0 activity in '转化 Make-to-Stock'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.5.3
domain: operating
level: 4

Package
type: Concept
type: ProcessNode
source: SCOR:DS14:sT1
broader: Transform Make-to-Stock
definition: SCOR DS 14.0 activity in 'Transform Make-to-Stock'.
definition: SCOR DS 14.0 activity in '转化 Make-to-Stock'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.5.4
domain: operating
level: 4

Stage finished product
type: Concept
type: ProcessNode
source: SCOR:DS14:sT1
broader: Transform Make-to-Stock
definition: SCOR DS 14.0 activity in 'Transform Make-to-Stock'.
definition: SCOR DS 14.0 activity in '转化 Make-to-Stock'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.5.5
domain: operating
level: 4

Release to fulfill
type: Concept
type: ProcessNode
source: SCOR:DS14:sT1
broader: Transform Make-to-Stock
definition: SCOR DS 14.0 activity in 'Transform Make-to-Stock'.
definition: SCOR DS 14.0 activity in '转化 Make-to-Stock'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.5.6
preferred label: 发布 to 履约 @zh
domain: operating
level: 4

Schedule production
type: Concept
type: ProcessNode
source: SCOR:DS14:sT2
broader: Transform Make-to-Order
definition: SCOR DS 14.0 activity in 'Transform Make-to-Order'.
definition: SCOR DS 14.0 activity in '转化 Make-to-Order'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.6.1
preferred label: 调度 production @zh
domain: operating
level: 4

Issue sourced product
type: Concept
type: ProcessNode
source: SCOR:DS14:sT2
broader: Transform Make-to-Order
definition: SCOR DS 14.0 activity in 'Transform Make-to-Order'.
definition: SCOR DS 14.0 activity in '转化 Make-to-Order'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.6.2
domain: operating
level: 4

Produce and test
type: Concept
type: ProcessNode
source: SCOR:DS14:sT2
broader: Transform Make-to-Order
definition: SCOR DS 14.0 activity in 'Transform Make-to-Order'.
definition: SCOR DS 14.0 activity in '转化 Make-to-Order'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.6.3
domain: operating
level: 4

Package
type: Concept
type: ProcessNode
source: SCOR:DS14:sT2
broader: Transform Make-to-Order
definition: SCOR DS 14.0 activity in 'Transform Make-to-Order'.
definition: SCOR DS 14.0 activity in '转化 Make-to-Order'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.6.4
domain: operating
level: 4

Release to fulfill
type: Concept
type: ProcessNode
source: SCOR:DS14:sT2
broader: Transform Make-to-Order
definition: SCOR DS 14.0 activity in 'Transform Make-to-Order'.
definition: SCOR DS 14.0 activity in '转化 Make-to-Order'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.6.5
preferred label: 发布 to 履约 @zh
domain: operating
level: 4

Finalize production engineering
type: Concept
type: ProcessNode
source: SCOR:DS14:sT3
broader: Transform Engineer-to-Order
definition: SCOR DS 14.0 activity in 'Transform Engineer-to-Order'.
definition: SCOR DS 14.0 activity in '转化 Engineer-to-Order'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.7.1
domain: operating
level: 4

Schedule production
type: Concept
type: ProcessNode
source: SCOR:DS14:sT3
broader: Transform Engineer-to-Order
definition: SCOR DS 14.0 activity in 'Transform Engineer-to-Order'.
definition: SCOR DS 14.0 activity in '转化 Engineer-to-Order'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.7.2
preferred label: 调度 production @zh
domain: operating
level: 4

Issue sourced product
type: Concept
type: ProcessNode
source: SCOR:DS14:sT3
broader: Transform Engineer-to-Order
definition: SCOR DS 14.0 activity in 'Transform Engineer-to-Order'.
definition: SCOR DS 14.0 activity in '转化 Engineer-to-Order'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.7.3
domain: operating
level: 4

Produce and test
type: Concept
type: ProcessNode
source: SCOR:DS14:sT3
broader: Transform Engineer-to-Order
definition: SCOR DS 14.0 activity in 'Transform Engineer-to-Order'.
definition: SCOR DS 14.0 activity in '转化 Engineer-to-Order'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.7.4
domain: operating
level: 4

Release to fulfill
type: Concept
type: ProcessNode
source: SCOR:DS14:sT3
broader: Transform Engineer-to-Order
definition: SCOR DS 14.0 activity in 'Transform Engineer-to-Order'.
definition: SCOR DS 14.0 activity in '转化 Engineer-to-Order'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.7.5
preferred label: 发布 to 履约 @zh
domain: operating
level: 4

AI-Enabled Quality Inspection
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Produce/Assemble/Test product
definition: AI-era activity: AI-Enabled Quality Inspection.
definition: AI-era activity: AI-Enabled 质量 Inspection. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.8
preferred label: AI-Enabled 质量 Inspection @zh
domain: operating
level: 3

Translate customer service requirements into logistics requirements
type: Concept
type: ProcessNode
source: PCF:4.4.1.1
broader: Provide logistics governance
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.4.1.1
preferred label: Translate 客户服务 requirements into logistics requirements @zh
domain: operating
level: 4

Design logistics network
type: Concept
type: ProcessNode
source: PCF:4.4.1.2
broader: Provide logistics governance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.1.2
preferred label: 设计 logistics network @zh
domain: operating
level: 4

Communicate outsourcing needs
type: Concept
type: ProcessNode
source: PCF:4.4.1.3
broader: Provide logistics governance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.1.3
domain: operating
level: 4

Develop and maintain delivery service policy
type: Concept
type: ProcessNode
source: PCF:4.4.1.4
broader: Provide logistics governance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.1.4
preferred label: 开发 and maintain delivery service policy @zh
domain: operating
level: 4

Optimize transportation schedules and costs
type: Concept
type: ProcessNode
source: PCF:4.4.1.5
broader: Provide logistics governance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.1.5
preferred label: 优化 transportation schedules and costs @zh
domain: operating
level: 4

Define key performance measures
type: Concept
type: ProcessNode
source: PCF:4.4.1.6
broader: Provide logistics governance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.1.6
preferred label: 定义 key 绩效 measures @zh
domain: operating
level: 4

Define reverse logistics strategy
type: Concept
type: ProcessNode
source: PCF:4.4.1.7
broader: Provide logistics governance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.1.7
preferred label: 定义 reverse logistics 战略 @zh
domain: operating
level: 4

Pick product
type: Concept
type: ProcessNode
source: SCOR:DS14:sF2
broader: Fulfill Make-to-Order Product
definition: SCOR DS 14.0 activity in 'Fulfill Make-to-Order Product'.
definition: SCOR DS 14.0 activity in '履约 Make-to-Order Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.10.1
domain: operating
level: 4

Pack product
type: Concept
type: ProcessNode
source: SCOR:DS14:sF2
broader: Fulfill Make-to-Order Product
definition: SCOR DS 14.0 activity in 'Fulfill Make-to-Order Product'.
definition: SCOR DS 14.0 activity in '履约 Make-to-Order Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.10.2
domain: operating
level: 4

Ship product
type: Concept
type: ProcessNode
source: SCOR:DS14:sF2
broader: Fulfill Make-to-Order Product
definition: SCOR DS 14.0 activity in 'Fulfill Make-to-Order Product'.
definition: SCOR DS 14.0 activity in '履约 Make-to-Order Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.10.3
domain: operating
level: 4

Confirm delivery
type: Concept
type: ProcessNode
source: SCOR:DS14:sF2
broader: Fulfill Make-to-Order Product
definition: SCOR DS 14.0 activity in 'Fulfill Make-to-Order Product'.
definition: SCOR DS 14.0 activity in '履约 Make-to-Order Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.10.4
domain: operating
level: 4

Schedule installation
type: Concept
type: ProcessNode
source: SCOR:DS14:sF3
broader: Fulfill Engineer-to-Order Product
definition: SCOR DS 14.0 activity in 'Fulfill Engineer-to-Order Product'.
definition: SCOR DS 14.0 activity in '履约 Engineer-to-Order Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.11.1
preferred label: 调度 installation @zh
domain: operating
level: 4

Install product
type: Concept
type: ProcessNode
source: SCOR:DS14:sF3
broader: Fulfill Engineer-to-Order Product
definition: SCOR DS 14.0 activity in 'Fulfill Engineer-to-Order Product'.
definition: SCOR DS 14.0 activity in '履约 Engineer-to-Order Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.11.2
domain: operating
level: 4

Confirm acceptance
type: Concept
type: ProcessNode
source: SCOR:DS14:sF3
broader: Fulfill Engineer-to-Order Product
definition: SCOR DS 14.0 activity in 'Fulfill Engineer-to-Order Product'.
definition: SCOR DS 14.0 activity in '履约 Engineer-to-Order Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.11.3
domain: operating
level: 4

Generate stocking schedule
type: Concept
type: ProcessNode
source: SCOR:DS14:sF4
broader: Fulfill Retail Product
definition: SCOR DS 14.0 activity in 'Fulfill Retail Product'.
definition: SCOR DS 14.0 activity in '履约 Retail Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.12.1
domain: operating
level: 4

Receive product at store
type: Concept
type: ProcessNode
source: SCOR:DS14:sF4
broader: Fulfill Retail Product
definition: SCOR DS 14.0 activity in 'Fulfill Retail Product'.
definition: SCOR DS 14.0 activity in '履约 Retail Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.12.2
preferred label: 接收 product at store @zh
domain: operating
level: 4

Pick from backroom
type: Concept
type: ProcessNode
source: SCOR:DS14:sF4
broader: Fulfill Retail Product
definition: SCOR DS 14.0 activity in 'Fulfill Retail Product'.
definition: SCOR DS 14.0 activity in '履约 Retail Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.12.3
domain: operating
level: 4

Stock shelf
type: Concept
type: ProcessNode
source: SCOR:DS14:sF4
broader: Fulfill Retail Product
definition: SCOR DS 14.0 activity in 'Fulfill Retail Product'.
definition: SCOR DS 14.0 activity in '履约 Retail Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.12.4
domain: operating
level: 4

Checkout
type: Concept
type: ProcessNode
source: SCOR:DS14:sF4
broader: Fulfill Retail Product
definition: SCOR DS 14.0 activity in 'Fulfill Retail Product'.
definition: SCOR DS 14.0 activity in '履约 Retail Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.12.5
domain: operating
level: 4

Plan inbound material receipts
type: Concept
type: ProcessNode
source: PCF:4.4.2.1
broader: Plan and manage inbound material flow
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.2.1
preferred label: 规划 inbound material receipts @zh
domain: operating
level: 4

Manage inbound material flow
type: Concept
type: ProcessNode
source: PCF:4.4.2.2
broader: Plan and manage inbound material flow
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.2.2
preferred label: 管理 inbound material flow @zh
domain: operating
level: 4

Monitor inbound delivery performance
type: Concept
type: ProcessNode
source: PCF:4.4.2.3
broader: Plan and manage inbound material flow
definition: Overseeing the performance of an inbound delivery system. Check the present delivery system's efficiency, cost effectiveness, and adherence to a delivery schedule.
definition: Overseeing the 绩效 of an inbound delivery system. Check the present delivery system's efficiency, cost effectiveness, and adherence to a delivery schedule. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.2.3
preferred label: 监控 inbound delivery 绩效 @zh
domain: operating
level: 4

Manage flow of returned products
type: Concept
type: ProcessNode
source: PCF:4.4.2.4
broader: Plan and manage inbound material flow
definition: Tracking and taking care of the products that have been internally returned either because of their deficiency or in cases of incorrect delivery.
in scheme: O'Process Framework (OPF)
notation: 4.4.2.4
preferred label: 管理 flow of returned products @zh
domain: operating
level: 4

Determine quality of controlled part
type: Concept
type: ProcessNode
source: PCF:4.4.2.5.1
broader: Manage disposition of returned products
definition: Implement a checks and balances system to verify that returned parts meet acceptable quality standards to determine appropriate disposition activity.
definition: 实施 a checks and balances system to verify that returned parts meet acceptable 质量 standards to determine appropriate disposition activity. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.2.5.1
preferred label: Determine 质量 of controlled part @zh
domain: operating
level: 5

Perform salvage activities
type: Concept
type: ProcessNode
source: PCF:4.4.2.5.2
broader: Manage disposition of returned products
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.4.2.5.2
domain: operating
level: 5

Manage repair/refurbishment
type: Concept
type: ProcessNode
source: PCF:4.4.2.5.3
broader: Manage disposition of returned products
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.2.5.3
preferred label: 管理 repair/refurbishment @zh
domain: operating
level: 5

Return to finished goods inventory
type: Concept
type: ProcessNode
source: PCF:4.4.2.5.4
broader: Manage disposition of returned products
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.2.5.4
domain: operating
level: 5

Manage and track inventory deployment
type: Concept
type: ProcessNode
source: PCF:4.4.3.1
broader: Operate warehousing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.3.1
preferred label: 管理 and track inventory 部署 @zh
domain: operating
level: 4

Receive, inspect, and store inbound deliveries
type: Concept
type: ProcessNode
source: PCF:4.4.3.2
broader: Operate warehousing
definition: Coordinating the incoming inbound materials/products. Accept the delivery of these materials and the subsequent storage. Track them at the warehouse/distribution center.
definition: Coordinating the incoming inbound materials/products. Accept the delivery of these materials and the subsequent storage. 跟踪 them at the warehouse/distribution center. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.3.2
preferred label: 接收, inspect, and store inbound deliveries @zh
domain: operating
level: 4

Track product availability
type: Concept
type: ProcessNode
source: PCF:4.4.3.3
broader: Operate warehousing
definition: Keeping track of the availability of different materials/products at the warehouse and distribution centers.
definition: Keeping track of the 可用性 of different materials/products at the warehouse and distribution centers. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.3.3
preferred label: 跟踪 product 可用性 @zh
domain: operating
level: 4

Pick, pack, and ship product for delivery
type: Concept
type: ProcessNode
source: PCF:4.4.3.4
broader: Operate warehousing
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.4.3.4
domain: operating
level: 4

Track inventory accuracy
type: Concept
type: ProcessNode
source: PCF:4.4.3.5
broader: Operate warehousing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.3.5
preferred label: 跟踪 inventory accuracy @zh
domain: operating
level: 4

Track third-party logistics storage and shipping performance
type: Concept
type: ProcessNode
source: PCF:4.4.3.6
broader: Operate warehousing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.3.6
preferred label: 跟踪 third-party logistics storage and shipping 绩效 @zh
domain: operating
level: 4

Manage physical finished goods inventory
type: Concept
type: ProcessNode
source: PCF:4.4.3.7
broader: Operate warehousing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.3.7
preferred label: 管理 physical finished goods inventory @zh
domain: operating
level: 4

Manage warehouse transfers
type: Concept
type: ProcessNode
source: PCF:4.4.3.8
broader: Operate warehousing
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.4.3.8
preferred label: 管理 warehouse transfers @zh
domain: operating
level: 4

Plan, transport, and deliver outbound product
type: Concept
type: ProcessNode
source: PCF:4.4.4.1
broader: Operate outbound transportation
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.4.1
preferred label: 规划, transport, and deliver outbound product @zh
domain: operating
level: 4

Track carrier delivery performance
type: Concept
type: ProcessNode
source: PCF:4.4.4.2
broader: Operate outbound transportation
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.4.2
preferred label: 跟踪 carrier delivery 绩效 @zh
domain: operating
level: 4

Manage transportation fleet
type: Concept
type: ProcessNode
source: PCF:4.4.4.3
broader: Operate outbound transportation
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.4.3
preferred label: 管理 transportation fleet @zh
domain: operating
level: 4

Process and audit carrier invoices and documents
type: Concept
type: ProcessNode
source: PCF:4.4.4.4
broader: Operate outbound transportation
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.4.4
preferred label: 处理 and audit carrier invoices and documents @zh
domain: operating
level: 4

Process customer request
type: Concept
type: ProcessNode
source: PCF:4.4.5.1.1
broader: Confirm specific last mile delivery service requirements for individual customer
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.4.5.1.1
preferred label: 处理 customer request @zh
domain: operating
level: 5

Create customer profile
type: Concept
type: ProcessNode
source: PCF:4.4.5.1.2
broader: Confirm specific last mile delivery service requirements for individual customer
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.5.1.2
preferred label: 创建 customer profile @zh
domain: operating
level: 5

Generate last mile delivery order
type: Concept
type: ProcessNode
source: PCF:4.4.5.1.3
broader: Confirm specific last mile delivery service requirements for individual customer
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.5.1.3
domain: operating
level: 5

Create resourcing plan and schedule
type: Concept
type: ProcessNode
source: PCF:4.4.5.2.1
broader: Identify and schedule resources to meet last mile delivery requirements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.5.2.1
preferred label: 创建 resourcing plan and schedule @zh
domain: operating
level: 5

Create last mile delivery service order fulfillment schedule
type: Concept
type: ProcessNode
source: PCF:4.4.5.2.2
broader: Identify and schedule resources to meet last mile delivery requirements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.5.2.2
preferred label: 创建 last mile delivery service order 履约ment schedule @zh
domain: operating
level: 5

Organize daily last mile delivery order fulfillment schedule
type: Concept
type: ProcessNode
source: PCF:4.4.5.3.1
broader: Provide last mile delivery service to specific customers
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.5.3.1
preferred label: Organize daily last mile delivery order 履约ment schedule @zh
domain: operating
level: 5

Execute product delivery
type: Concept
type: ProcessNode
source: PCF:4.4.5.3.2
broader: Provide last mile delivery service to specific customers
definition: Dispatching and delivering the resources needed for the specific service requirements from the source/warehouse. Manage the dispatch, transportation, and delivery of the services.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.5.3.2
preferred label: 执行 product delivery @zh
domain: operating
level: 5

Manage last mile delivery order fulfillment
type: Concept
type: ProcessNode
source: PCF:4.4.5.3.3
broader: Provide last mile delivery service to specific customers
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.5.3.3
preferred label: 管理 last mile delivery order 履约ment @zh
domain: operating
level: 5

Identify completed last mile delivery orders for feedback
type: Concept
type: ProcessNode
source: PCF:4.4.5.4.1
broader: Ensure quality of last mile delivery
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.5.4.1
preferred label: 识别 completed last mile delivery orders for feedback @zh
domain: operating
level: 5

Identify incomplete last mile delivery orders and last mile delivery service failures
type: Concept
type: ProcessNode
source: PCF:4.4.5.4.2
broader: Ensure quality of last mile delivery
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.5.4.2
preferred label: 识别 incomplete last mile delivery orders and last mile delivery service failures @zh
domain: operating
level: 5

Solicit customer feedback on last mile services delivered
type: Concept
type: ProcessNode
source: PCF:4.4.5.4.3
broader: Ensure quality of last mile delivery
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.5.4.3
domain: operating
level: 5

Process customer feedback on last mile services delivered
type: Concept
type: ProcessNode
source: PCF:4.4.5.4.4
broader: Ensure quality of last mile delivery
definition: Assessing and incorporating customer reviews/feedback into the service plan to ensure high quality of service.
definition: Assessing and incorporating customer reviews/feedback into the service plan to ensure high 质量 of service. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.5.4.4
preferred label: 处理 customer feedback on last mile services delivered @zh
domain: operating
level: 5

Process inquiry and quote
type: Concept
type: ProcessNode
source: SCOR:DS14:sO1
broader: Order Stocked Product
definition: SCOR DS 14.0 activity in 'Order Stocked Product'.
in scheme: O'Process Framework (OPF)
notation: 4.4.6.1
preferred label: 处理 inquiry and quote @zh
domain: operating
level: 4

Receive and validate order
type: Concept
type: ProcessNode
source: SCOR:DS14:sO1
broader: Order Stocked Product
definition: SCOR DS 14.0 activity in 'Order Stocked Product'.
in scheme: O'Process Framework (OPF)
notation: 4.4.6.2
preferred label: 接收 and validate order @zh
domain: operating
level: 4

Reserve inventory
type: Concept
type: ProcessNode
source: SCOR:DS14:sO1
broader: Order Stocked Product
definition: SCOR DS 14.0 activity in 'Order Stocked Product'.
in scheme: O'Process Framework (OPF)
notation: 4.4.6.3
domain: operating
level: 4

Consolidate orders
type: Concept
type: ProcessNode
source: SCOR:DS14:sO1
broader: Order Stocked Product
definition: SCOR DS 14.0 activity in 'Order Stocked Product'.
in scheme: O'Process Framework (OPF)
notation: 4.4.6.4
domain: operating
level: 4

Process inquiry and quote
type: Concept
type: ProcessNode
source: SCOR:DS14:sO2
broader: Order Make-to-Order Product
definition: SCOR DS 14.0 activity in 'Order Make-to-Order Product'.
in scheme: O'Process Framework (OPF)
notation: 4.4.7.1
preferred label: 处理 inquiry and quote @zh
domain: operating
level: 4

Receive and validate order
type: Concept
type: ProcessNode
source: SCOR:DS14:sO2
broader: Order Make-to-Order Product
definition: SCOR DS 14.0 activity in 'Order Make-to-Order Product'.
in scheme: O'Process Framework (OPF)
notation: 4.4.7.2
preferred label: 接收 and validate order @zh
domain: operating
level: 4

Reserve resources
type: Concept
type: ProcessNode
source: SCOR:DS14:sO2
broader: Order Make-to-Order Product
definition: SCOR DS 14.0 activity in 'Order Make-to-Order Product'.
in scheme: O'Process Framework (OPF)
notation: 4.4.7.3
domain: operating
level: 4

Consolidate orders
type: Concept
type: ProcessNode
source: SCOR:DS14:sO2
broader: Order Make-to-Order Product
definition: SCOR DS 14.0 activity in 'Order Make-to-Order Product'.
in scheme: O'Process Framework (OPF)
notation: 4.4.7.4
domain: operating
level: 4

Obtain and respond to RFP/RFQ
type: Concept
type: ProcessNode
source: SCOR:DS14:sO3
broader: Order Engineer-to-Order Product
definition: SCOR DS 14.0 activity in 'Order Engineer-to-Order Product'.
in scheme: O'Process Framework (OPF)
notation: 4.4.8.1
domain: operating
level: 4

Negotiate and receive contract
type: Concept
type: ProcessNode
source: SCOR:DS14:sO3
broader: Order Engineer-to-Order Product
definition: SCOR DS 14.0 activity in 'Order Engineer-to-Order Product'.
in scheme: O'Process Framework (OPF)
notation: 4.4.8.2
domain: operating
level: 4

Confirm order specifications
type: Concept
type: ProcessNode
source: SCOR:DS14:sO3
broader: Order Engineer-to-Order Product
definition: SCOR DS 14.0 activity in 'Order Engineer-to-Order Product'.
in scheme: O'Process Framework (OPF)
notation: 4.4.8.3
domain: operating
level: 4

Build loads
type: Concept
type: ProcessNode
source: SCOR:DS14:sF1
broader: Fulfill Stocked Product
definition: SCOR DS 14.0 activity in 'Fulfill Stocked Product'.
definition: SCOR DS 14.0 activity in '履约 Stocked Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.9.1
preferred label: 构建 loads @zh
domain: operating
level: 4

Route shipments
type: Concept
type: ProcessNode
source: SCOR:DS14:sF1
broader: Fulfill Stocked Product
definition: SCOR DS 14.0 activity in 'Fulfill Stocked Product'.
definition: SCOR DS 14.0 activity in '履约 Stocked Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.9.2
domain: operating
level: 4

Pick product
type: Concept
type: ProcessNode
source: SCOR:DS14:sF1
broader: Fulfill Stocked Product
definition: SCOR DS 14.0 activity in 'Fulfill Stocked Product'.
definition: SCOR DS 14.0 activity in '履约 Stocked Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.9.3
domain: operating
level: 4

Pack product
type: Concept
type: ProcessNode
source: SCOR:DS14:sF1
broader: Fulfill Stocked Product
definition: SCOR DS 14.0 activity in 'Fulfill Stocked Product'.
definition: SCOR DS 14.0 activity in '履约 Stocked Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.9.4
domain: operating
level: 4

Ship product
type: Concept
type: ProcessNode
source: SCOR:DS14:sF1
broader: Fulfill Stocked Product
definition: SCOR DS 14.0 activity in 'Fulfill Stocked Product'.
definition: SCOR DS 14.0 activity in '履约 Stocked Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.9.5
domain: operating
level: 4

Identify defective condition
type: Concept
type: ProcessNode
source: SCOR:DS14:sSR1
broader: Source Return Defective Product
definition: SCOR DS 14.0 activity in 'Source Return Defective Product'.
in scheme: O'Process Framework (OPF)
notation: 4.5.1
preferred label: 识别 defective condition @zh
domain: operating
level: 3

Request return authorization
type: Concept
type: ProcessNode
source: SCOR:DS14:sSR1
broader: Source Return Defective Product
definition: SCOR DS 14.0 activity in 'Source Return Defective Product'.
in scheme: O'Process Framework (OPF)
notation: 4.5.2
domain: operating
level: 3

Schedule shipment
type: Concept
type: ProcessNode
source: SCOR:DS14:sSR1
broader: Source Return Defective Product
definition: SCOR DS 14.0 activity in 'Source Return Defective Product'.
in scheme: O'Process Framework (OPF)
notation: 4.5.3
preferred label: 调度 shipment @zh
domain: operating
level: 3

Return product
type: Concept
type: ProcessNode
source: SCOR:DS14:sSR1
broader: Source Return Defective Product
definition: SCOR DS 14.0 activity in 'Source Return Defective Product'.
in scheme: O'Process Framework (OPF)
notation: 4.5.4
domain: operating
level: 3

Identify MRO condition
type: Concept
type: ProcessNode
source: SCOR:DS14:sSR2
broader: Source Return MRO Product
definition: SCOR DS 14.0 activity in 'Source Return MRO Product'.
in scheme: O'Process Framework (OPF)
notation: 4.6.1
preferred label: 识别 MRO condition @zh
domain: operating
level: 3

Request return authorization
type: Concept
type: ProcessNode
source: SCOR:DS14:sSR2
broader: Source Return MRO Product
definition: SCOR DS 14.0 activity in 'Source Return MRO Product'.
in scheme: O'Process Framework (OPF)
notation: 4.6.2
domain: operating
level: 3

Schedule shipment
type: Concept
type: ProcessNode
source: SCOR:DS14:sSR2
broader: Source Return MRO Product
definition: SCOR DS 14.0 activity in 'Source Return MRO Product'.
in scheme: O'Process Framework (OPF)
notation: 4.6.3
preferred label: 调度 shipment @zh
domain: operating
level: 3

Return product
type: Concept
type: ProcessNode
source: SCOR:DS14:sSR2
broader: Source Return MRO Product
definition: SCOR DS 14.0 activity in 'Source Return MRO Product'.
in scheme: O'Process Framework (OPF)
notation: 4.6.4
domain: operating
level: 3

Identify excess product
type: Concept
type: ProcessNode
source: SCOR:DS14:sSR3
broader: Source Return Excess Product
definition: SCOR DS 14.0 activity in 'Source Return Excess Product'.
in scheme: O'Process Framework (OPF)
notation: 4.7.1
preferred label: 识别 excess product @zh
domain: operating
level: 3

Request return authorization
type: Concept
type: ProcessNode
source: SCOR:DS14:sSR3
broader: Source Return Excess Product
definition: SCOR DS 14.0 activity in 'Source Return Excess Product'.
in scheme: O'Process Framework (OPF)
notation: 4.7.2
domain: operating
level: 3

Schedule shipment
type: Concept
type: ProcessNode
source: SCOR:DS14:sSR3
broader: Source Return Excess Product
definition: SCOR DS 14.0 activity in 'Source Return Excess Product'.
in scheme: O'Process Framework (OPF)
notation: 4.7.3
preferred label: 调度 shipment @zh
domain: operating
level: 3

Return product
type: Concept
type: ProcessNode
source: SCOR:DS14:sSR3
broader: Source Return Excess Product
definition: SCOR DS 14.0 activity in 'Source Return Excess Product'.
in scheme: O'Process Framework (OPF)
notation: 4.7.4
domain: operating
level: 3

Authorize return
type: Concept
type: ProcessNode
source: SCOR:DS14:sFR1
broader: Fulfill Return Defective Product
definition: SCOR DS 14.0 activity in 'Fulfill Return Defective Product'.
definition: SCOR DS 14.0 activity in '履约 Return Defective Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.8.1
domain: operating
level: 3

Schedule return receipt
type: Concept
type: ProcessNode
source: SCOR:DS14:sFR1
broader: Fulfill Return Defective Product
definition: SCOR DS 14.0 activity in 'Fulfill Return Defective Product'.
definition: SCOR DS 14.0 activity in '履约 Return Defective Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.8.2
preferred label: 调度 return receipt @zh
domain: operating
level: 3

Receive product
type: Concept
type: ProcessNode
source: SCOR:DS14:sFR1
broader: Fulfill Return Defective Product
definition: SCOR DS 14.0 activity in 'Fulfill Return Defective Product'.
definition: SCOR DS 14.0 activity in '履约 Return Defective Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.8.3
preferred label: 接收 product @zh
domain: operating
level: 3

Transfer product
type: Concept
type: ProcessNode
source: SCOR:DS14:sFR1
broader: Fulfill Return Defective Product
definition: SCOR DS 14.0 activity in 'Fulfill Return Defective Product'.
definition: SCOR DS 14.0 activity in '履约 Return Defective Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.8.4
preferred label: 转移 product @zh
domain: operating
level: 3

Authorize return
type: Concept
type: ProcessNode
source: SCOR:DS14:sFR2
broader: Fulfill Return MRO Product
definition: SCOR DS 14.0 activity in 'Fulfill Return MRO Product'.
definition: SCOR DS 14.0 activity in '履约 Return MRO Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.9.1
domain: operating
level: 3

Schedule receipt
type: Concept
type: ProcessNode
source: SCOR:DS14:sFR2
broader: Fulfill Return MRO Product
definition: SCOR DS 14.0 activity in 'Fulfill Return MRO Product'.
definition: SCOR DS 14.0 activity in '履约 Return MRO Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.9.2
preferred label: 调度 receipt @zh
domain: operating
level: 3

Receive product
type: Concept
type: ProcessNode
source: SCOR:DS14:sFR2
broader: Fulfill Return MRO Product
definition: SCOR DS 14.0 activity in 'Fulfill Return MRO Product'.
definition: SCOR DS 14.0 activity in '履约 Return MRO Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.9.3
preferred label: 接收 product @zh
domain: operating
level: 3

Transfer product
type: Concept
type: ProcessNode
source: SCOR:DS14:sFR2
broader: Fulfill Return MRO Product
definition: SCOR DS 14.0 activity in 'Fulfill Return MRO Product'.
definition: SCOR DS 14.0 activity in '履约 Return MRO Product'. @zh
in scheme: O'Process Framework (OPF)
notation: 4.9.4
preferred label: 转移 product @zh
domain: operating
level: 3

Set up and maintain service delivery governance and management system
type: Concept
type: ProcessNode
source: PCF:5.1.1.1
broader: Establish service delivery governance
definition: Providing a system for which to manage customer needs and a structure for which to facilitate service delivery to fulfill those needs.
definition: Providing a system for which to manage customer needs and a structure for which to facilitate service delivery to 履约 those needs. @zh
in scheme: O'Process Framework (OPF)
notation: 5.1.1.1
preferred label: Set up and maintain service delivery 治理 and management system @zh
domain: operating
level: 4

Manage service delivery performance
type: Concept
type: ProcessNode
source: PCF:5.1.1.2
broader: Establish service delivery governance
definition: Conducting and implementing performance measures to ensure successful delivery of service to the customer.
definition: Conducting and implementing 绩效 measures to ensure successful delivery of service to the customer. @zh
in scheme: O'Process Framework (OPF)
notation: 5.1.1.2
preferred label: 管理 service delivery 绩效 @zh
domain: operating
level: 4

Manage service delivery development and direction
type: Concept
type: ProcessNode
source: PCF:5.1.1.3
broader: Establish service delivery governance
definition: Providing guidance of resources to ensure that the development and direction of service delivery is in line with customer needs.
in scheme: O'Process Framework (OPF)
notation: 5.1.1.3
preferred label: 管理 service delivery development and direction @zh
domain: operating
level: 4

Solicit feedback from customer on service delivery satisfaction
type: Concept
type: ProcessNode
source: PCF:5.1.1.4
broader: Establish service delivery governance
definition: Engaging the customer post delivery to gauge the effectiveness of services rendered in order to improve on key delivery functions going forward.
in scheme: O'Process Framework (OPF)
notation: 5.1.1.4
domain: operating
level: 4

Define service delivery goals
type: Concept
type: ProcessNode
source: PCF:5.1.2.1
broader: Develop service delivery strategies
definition: Aligning organization practices to meet the needs of the customer by creating service delivery goals.
in scheme: O'Process Framework (OPF)
notation: 5.1.2.1
preferred label: 定义 service delivery goals @zh
domain: operating
level: 4

Define labor policies
type: Concept
type: ProcessNode
source: PCF:5.1.2.2
broader: Develop service delivery strategies
definition: Outlining labor policies for resources and ensuring that those policies meet the needs of the organization, the customer, and government regulations.
in scheme: O'Process Framework (OPF)
notation: 5.1.2.2
preferred label: 定义 labor policies @zh
domain: operating
level: 4

Evaluate resource availability
type: Concept
type: ProcessNode
source: PCF:5.1.2.3
broader: Develop service delivery strategies
definition: Understanding the needs of the customer and providing the necessary resources to meet those requirements.
in scheme: O'Process Framework (OPF)
notation: 5.1.2.3
preferred label: 评估 resource 可用性 @zh
domain: operating
level: 4

Define service delivery network and supply constraints
type: Concept
type: ProcessNode
source: PCF:5.1.2.4
broader: Develop service delivery strategies
definition: Identifying and understanding the limitations imposed upon service delivery network and supply.
in scheme: O'Process Framework (OPF)
notation: 5.1.2.4
preferred label: 定义 service delivery network and supply constraints @zh
domain: operating
level: 4

Define service delivery process
type: Concept
type: ProcessNode
source: PCF:5.1.2.5
broader: Develop service delivery strategies
definition: Defanging policies and procedures that focus on meeting the needs and expectations of the customer within the working parameters of the organization.
in scheme: O'Process Framework (OPF)
notation: 5.1.2.5
preferred label: 定义 service delivery process @zh
domain: operating
level: 4

Review and validate service delivery procedures
type: Concept
type: ProcessNode
source: PCF:5.1.2.6
broader: Develop service delivery strategies
definition: Revisioning service delivery procedures that fall short of performance parameters. Realign procedures with specified expectations in order to provide successful service delivery.
definition: Revisioning service delivery procedures that fall short of 绩效 parameters. Realign procedures with specified expectations in order to provide successful service delivery. @zh
in scheme: O'Process Framework (OPF)
notation: 5.1.2.6
preferred label: 审查 and validate service delivery procedures @zh
domain: operating
level: 4

Define service delivery workplace layout and infrastructure
type: Concept
type: ProcessNode
source: PCF:5.1.2.7
broader: Develop service delivery strategies
definition: Creating a workplace that best serves the needs of the organization and customer through strategic layout and infrastructure.
definition: Creating a workplace that best serves the needs of the organization and customer through strategic layout and 基础设施. @zh
in scheme: O'Process Framework (OPF)
notation: 5.1.2.7
preferred label: 定义 service delivery workplace layout and 基础设施 @zh
domain: operating
level: 4

Forecast service demand
type: Concept
type: ProcessNode
source: SCOR:DS14:sP-SVC
broader: Plan Service Operations
definition: SCOR DS 14.0 activity in 'Plan Service Operations'.
definition: SCOR DS 14.0 activity in '规划 Service Operations'. @zh
in scheme: O'Process Framework (OPF)
notation: 5.1.3.1
preferred label: 预测 service demand @zh
domain: operating
level: 4

Plan resource allocation
type: Concept
type: ProcessNode
source: SCOR:DS14:sP-SVC
broader: Plan Service Operations
definition: SCOR DS 14.0 activity in 'Plan Service Operations'.
definition: SCOR DS 14.0 activity in '规划 Service Operations'. @zh
in scheme: O'Process Framework (OPF)
notation: 5.1.3.2
preferred label: 规划 resource allocation @zh
domain: operating
level: 4

Balance capacity
type: Concept
type: ProcessNode
source: SCOR:DS14:sP-SVC
broader: Plan Service Operations
definition: SCOR DS 14.0 activity in 'Plan Service Operations'.
definition: SCOR DS 14.0 activity in '规划 Service Operations'. @zh
in scheme: O'Process Framework (OPF)
notation: 5.1.3.3
preferred label: 平衡 容量 @zh
domain: operating
level: 4

Monitor pipeline
type: Concept
type: ProcessNode
source: PCF:5.2.1.1
broader: Manage service delivery resource demand
definition: Tracking potential opportunities as they move through the various stages of the pipeline.
definition: Tracking potential opportunities as they move through the various stages of the 流水线. @zh
in scheme: O'Process Framework (OPF)
notation: 5.2.1.1
preferred label: 监控 流水线 @zh
domain: operating
level: 4

Develop baseline forecasts
type: Concept
type: ProcessNode
source: PCF:5.2.1.2
broader: Manage service delivery resource demand
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 5.2.1.2
preferred label: 开发 baseline forecasts @zh
domain: operating
level: 4

Collaborate with customers
type: Concept
type: ProcessNode
source: PCF:5.2.1.3
broader: Manage service delivery resource demand
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 5.2.1.3
domain: operating
level: 4

Develop consensus forecast
type: Concept
type: ProcessNode
source: PCF:5.2.1.4
broader: Manage service delivery resource demand
definition: Arriving at a consensus over the forecasted levels of demand for services by analyzing baseline forecasts and customer input.
in scheme: O'Process Framework (OPF)
notation: 5.2.1.4
preferred label: 开发 consensus forecast @zh
domain: operating
level: 4

Determine availability of skills to deliver on current and forecast customer orders
type: Concept
type: ProcessNode
source: PCF:5.2.1.5
broader: Manage service delivery resource demand
definition: Identifying what skillset is necessary for the delivery of opportunities. Determine the forecast of customer orders based upon those skillsets and the resources available.
in scheme: O'Process Framework (OPF)
notation: 5.2.1.5
preferred label: Determine 可用性 of skills to deliver on current and forecast customer orders @zh
domain: operating
level: 4

Monitor activity against forecast and revise forecast
type: Concept
type: ProcessNode
source: PCF:5.2.1.6
broader: Manage service delivery resource demand
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.2.1.6
preferred label: 监控 activity against forecast and revise forecast @zh
domain: operating
level: 4

Evaluate and revise forecasting approach
type: Concept
type: ProcessNode
source: PCF:5.2.1.7
broader: Manage service delivery resource demand
definition: Recognizing potential problems in the current forecast and making the necessary changes to align the forecast meet demand.
definition: Recognizing potential 问题s in the current forecast and making the necessary 变更s to align the forecast meet demand. @zh
in scheme: O'Process Framework (OPF)
notation: 5.2.1.7
preferred label: 评估 and revise forecasting approach @zh
domain: operating
level: 4

Measure forecast accuracy
type: Concept
type: ProcessNode
source: PCF:5.2.1.8
broader: Manage service delivery resource demand
definition: Analyzing forecasting against actuals to determine accuracy. Modify forecasting to align with actual need.
in scheme: O'Process Framework (OPF)
notation: 5.2.1.8
domain: operating
level: 4

Define and manage skills taxonomy
type: Concept
type: ProcessNode
source: PCF:5.2.2.1
broader: Create and manage resource plan
definition: Analyzing the skills needed to perform services to be delivered. Classify and organize these skills requirements.
in scheme: O'Process Framework (OPF)
notation: 5.2.2.1
preferred label: 定义 and manage skills taxonomy @zh
domain: operating
level: 4

Create resource plan
type: Concept
type: ProcessNode
source: PCF:5.2.2.2
broader: Create and manage resource plan
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 5.2.2.2
preferred label: 创建 resource plan @zh
domain: operating
level: 4

Match resource demand with capacity, skills, and capabilities
type: Concept
type: ProcessNode
source: PCF:5.2.2.3
broader: Create and manage resource plan
definition: Matching demand with skills and capability. Enlisting suppliers and partners to help with demand when needed.
in scheme: O'Process Framework (OPF)
notation: 5.2.2.3
preferred label: Match resource demand with 容量, skills, and capabilities @zh
domain: operating
level: 4

Collaborate with suppliers and partners to supplement skills and capabilities
type: Concept
type: ProcessNode
source: PCF:5.2.2.4
broader: Create and manage resource plan
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.2.2.4
domain: operating
level: 4

Identify critical resources and supplier capacity
type: Concept
type: ProcessNode
source: PCF:5.2.2.5
broader: Create and manage resource plan
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.2.2.5
preferred label: 识别 critical resources and supplier 容量 @zh
domain: operating
level: 4

Monitor and manage resource capacity and availability
type: Concept
type: ProcessNode
source: PCF:5.2.2.6
broader: Create and manage resource plan
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.2.2.6
preferred label: 监控 and manage resource 容量 and 可用性 @zh
domain: operating
level: 4

Develop service delivery training plan
type: Concept
type: ProcessNode
source: PCF:5.2.3.1
broader: Enable service delivery resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.2.3.1
preferred label: 开发 service delivery 训练 plan @zh
domain: operating
level: 4

Develop training materials
type: Concept
type: ProcessNode
source: PCF:5.2.3.2
broader: Enable service delivery resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.2.3.2
preferred label: 开发 训练 materials @zh
domain: operating
level: 4

Manage training schedule
type: Concept
type: ProcessNode
source: PCF:5.2.3.3
broader: Enable service delivery resources
definition: Providing training to the employee within a manageable timeframe to meet the needs of both the individual and the organization.
definition: Providing 训练 to the employee within a manageable timeframe to meet the needs of both the individual and the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 5.2.3.3
preferred label: 管理 训练 schedule @zh
domain: operating
level: 4

Deliver operations training
type: Concept
type: ProcessNode
source: PCF:5.2.3.4
broader: Enable service delivery resources
definition: Educating service delivery personnel on all aspects of the operations process of the organization.
in scheme: O'Process Framework (OPF)
notation: 5.2.3.4
preferred label: Deliver operations 训练 @zh
domain: operating
level: 4

Deliver technical training
type: Concept
type: ProcessNode
source: PCF:5.2.3.5
broader: Enable service delivery resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.2.3.5
preferred label: Deliver technical 训练 @zh
domain: operating
level: 4

Perform skill and capability testing
type: Concept
type: ProcessNode
source: PCF:5.2.3.6
broader: Enable service delivery resources
definition: Verifying that training provided to the person was successful through the administration testing and the application of skills for practical use.
definition: Verifying that 训练 provided to the person was successful through the administration testing and the application of skills for practical use. @zh
in scheme: O'Process Framework (OPF)
notation: 5.2.3.6
domain: operating
level: 4

Evaluate training effectiveness
type: Concept
type: ProcessNode
source: PCF:5.2.3.7
broader: Enable service delivery resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.2.3.7
preferred label: 评估 训练 effectiveness @zh
domain: operating
level: 4

Perform service delivery system planning
type: Concept
type: ProcessNode
source: PCF:5.3.1
broader: Manage and Operate Service Delivery System
definition: Planning the service delivery system by defining service requirements, capacity, resources, and delivery approaches needed to support effective and reliable service provision.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.3.1
preferred label: Perform 服务交付系统 planning @zh
domain: operating
level: 3

Perform service delivery system startup
type: Concept
type: ProcessNode
source: PCF:5.3.2
broader: Manage and Operate Service Delivery System
definition: Establishing and activating the service delivery system, including preparing resources, processes, and controls required to begin delivering services.
definition: Establishing and activating the 服务交付系统, including preparing resources, processes, and controls required to begin delivering services. @zh
in scheme: O'Process Framework (OPF)
notation: 5.3.2
preferred label: Perform 服务交付系统 startup @zh
domain: operating
level: 3

Operate service delivery system
type: Concept
type: ProcessNode
source: PCF:5.3.3
broader: Manage and Operate Service Delivery System
definition: Executing day-to-day service delivery activities using the established service delivery system to meet service commitments, performance expectations, and customer needs.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.3.3
preferred label: Operate 服务交付系统 @zh
domain: operating
level: 3

Assure service delivery system service
type: Concept
type: ProcessNode
source: PCF:5.3.4
broader: Manage and Operate Service Delivery System
definition: Monitoring and assuring service delivery system performance to maintain service quality, reliability, and compliance with defined service standards and expectations.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.3.4
preferred label: Assure 服务交付系统 service @zh
domain: operating
level: 3

Schedule delivery
type: Concept
type: ProcessNode
source: SCOR:DS14:sF-SVC
broader: Fulfill Service Operations
definition: SCOR DS 14.0 activity in 'Fulfill Service Operations'.
definition: SCOR DS 14.0 activity in '履约 Service Operations'. @zh
in scheme: O'Process Framework (OPF)
notation: 5.3.5.1
preferred label: 调度 delivery @zh
domain: operating
level: 4

Execute delivery
type: Concept
type: ProcessNode
source: SCOR:DS14:sF-SVC
broader: Fulfill Service Operations
definition: SCOR DS 14.0 activity in 'Fulfill Service Operations'.
definition: SCOR DS 14.0 activity in '履约 Service Operations'. @zh
in scheme: O'Process Framework (OPF)
notation: 5.3.5.2
preferred label: 执行 delivery @zh
domain: operating
level: 4

Confirm completion
type: Concept
type: ProcessNode
source: SCOR:DS14:sF-SVC
broader: Fulfill Service Operations
definition: SCOR DS 14.0 activity in 'Fulfill Service Operations'.
definition: SCOR DS 14.0 activity in '履约 Service Operations'. @zh
in scheme: O'Process Framework (OPF)
notation: 5.3.5.3
domain: operating
level: 4

AI-Powered Service Personalization
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage and Operate Service Delivery System
definition: AI-era activity: AI-Powered Service Personalization.
in scheme: O'Process Framework (OPF)
notation: 5.3.6
domain: operating
level: 3

Review contract and agreed terms
type: Concept
type: ProcessNode
source: PCF:5.4.1.1
broader: Initiate service delivery
definition: Meeting with the customer, partner, and/or supplier to review the terms of the solutions contract and agree on the terms set forth.
in scheme: O'Process Framework (OPF)
notation: 5.4.1.1
preferred label: 审查 contract and agreed terms @zh
domain: operating
level: 4

Understand customer requirements and define refine approach
type: Concept
type: ProcessNode
source: PCF:5.4.1.2
broader: Initiate service delivery
definition: Taking the customer requirements for a solution and applying those requirements to a refined approach for service.
in scheme: O'Process Framework (OPF)
notation: 5.4.1.2
domain: operating
level: 4

Modify/revise and approve project plan
type: Concept
type: ProcessNode
source: PCF:5.4.1.3
broader: Initiate service delivery
definition: Updating the project plan to align with the new solution approach agreed upon with the customer.
in scheme: O'Process Framework (OPF)
notation: 5.4.1.3
domain: operating
level: 4

Review customer business objectives
type: Concept
type: ProcessNode
source: PCF:5.4.1.4
broader: Initiate service delivery
definition: Aligning the customer business objectives with the agreed service delivery solution.
in scheme: O'Process Framework (OPF)
notation: 5.4.1.4
preferred label: 审查 customer business objectives @zh
domain: operating
level: 4

Confirm environmental readiness
type: Concept
type: ProcessNode
source: PCF:5.4.1.5
broader: Initiate service delivery
definition: Confirming that the organization has the recourses necessary to meet the expectations for the solution for service delivery.
in scheme: O'Process Framework (OPF)
notation: 5.4.1.5
domain: operating
level: 4

Establish people objectives
type: Concept
type: ProcessNode
source: PCF:5.4.1.6.1
broader: Identify, select, and assign resources
definition: Providing the workforce with a plan of action and goals necessary to provide a service. Make sure that those objectives are met.
in scheme: O'Process Framework (OPF)
notation: 5.4.1.6.1
preferred label: 建立 people objectives @zh
domain: operating
level: 5

Establish engagement rules
type: Concept
type: ProcessNode
source: PCF:5.4.1.6.2
broader: Identify, select, and assign resources
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 5.4.1.6.2
preferred label: 建立 engagement rules @zh
domain: operating
level: 5

Plan for service delivery
type: Concept
type: ProcessNode
source: PCF:5.4.1.7
broader: Initiate service delivery
definition: Establishing a plan of action to successfully render a solution for service delivery.
in scheme: O'Process Framework (OPF)
notation: 5.4.1.7
preferred label: 规划 for service delivery @zh
domain: operating
level: 4

Analyze environment and customer needs
type: Concept
type: ProcessNode
source: PCF:5.4.2.1
broader: Execute service delivery
definition: Understanding the needs of the customer and providing the necessary resources to meet those requirements within the scope of the organization.
in scheme: O'Process Framework (OPF)
notation: 5.4.2.1
preferred label: 分析 environment and customer needs @zh
domain: operating
level: 4

Define solution
type: Concept
type: ProcessNode
source: PCF:5.4.2.2
broader: Execute service delivery
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 5.4.2.2
preferred label: 定义 solution @zh
domain: operating
level: 4

Validate solution
type: Concept
type: ProcessNode
source: PCF:5.4.2.3
broader: Execute service delivery
definition: Validating that the proposed solution is feasible and provides the needed services for the customer.
in scheme: O'Process Framework (OPF)
notation: 5.4.2.3
preferred label: 验证 solution @zh
domain: operating
level: 4

Identify changes
type: Concept
type: ProcessNode
source: PCF:5.4.2.4
broader: Execute service delivery
definition: Realizing issues within the original drafted solution and providing changes to correct those issues.
definition: Realizing issues within the original drafted solution and providing 变更s to correct those issues. @zh
in scheme: O'Process Framework (OPF)
notation: 5.4.2.4
preferred label: 识别 变更s @zh
domain: operating
level: 4

Obtain approval to proceed
type: Concept
type: ProcessNode
source: PCF:5.4.2.5
broader: Execute service delivery
definition: Gaining approval from all avenues to proceed with providing solutions for service delivery.
in scheme: O'Process Framework (OPF)
notation: 5.4.2.5
domain: operating
level: 4

Make build/buy solution
type: Concept
type: ProcessNode
source: PCF:5.4.2.6
broader: Execute service delivery
definition: Constructing or purchasing solutions necessary to provide service delivery.
in scheme: O'Process Framework (OPF)
notation: 5.4.2.6
domain: operating
level: 4

Deploy solution
type: Concept
type: ProcessNode
source: PCF:5.4.2.7
broader: Execute service delivery
definition: Providing the customer with promised services and solutions.
in scheme: O'Process Framework (OPF)
notation: 5.4.2.7
preferred label: 部署 solution @zh
domain: operating
level: 4

Conduct service delivery/project review and evaluate success
type: Concept
type: ProcessNode
source: PCF:5.4.3.1
broader: Complete service delivery
definition: Reviewing the entire service delivery process to evaluate the success of the project from beginning to end.
in scheme: O'Process Framework (OPF)
notation: 5.4.3.1
preferred label: 开展 service delivery/project review and evaluate success @zh
domain: operating
level: 4

Complete/finalize financial management activities
type: Concept
type: ProcessNode
source: PCF:5.4.3.2
broader: Complete service delivery
definition: Insuring all payments are received and all activates therein are completed.
in scheme: O'Process Framework (OPF)
notation: 5.4.3.2
domain: operating
level: 4

Confirm delivery according to contract terms
type: Concept
type: ProcessNode
source: PCF:5.4.3.3
broader: Complete service delivery
definition: Confirming that the organization has satisfied all terms of the delivery contract set forth in collaboration between the organization and customer.
in scheme: O'Process Framework (OPF)
notation: 5.4.3.3
domain: operating
level: 4

Release resources
type: Concept
type: ProcessNode
source: PCF:5.4.3.4
broader: Complete service delivery
definition: Discharging leveraged resources from service delivery commitments upon completion. Returning resources to the resource pool.
in scheme: O'Process Framework (OPF)
notation: 5.4.3.4
preferred label: 发布 resources @zh
domain: operating
level: 4

Manage service delivery completion
type: Concept
type: ProcessNode
source: PCF:5.4.3.5
broader: Complete service delivery
definition: Ensuring that all aspects of the service delivery process are completed both internally and externally.
in scheme: O'Process Framework (OPF)
notation: 5.4.3.5
preferred label: 管理 service delivery completion @zh
domain: operating
level: 4

Harvest knowledge
type: Concept
type: ProcessNode
source: PCF:5.4.3.6
broader: Complete service delivery
definition: Garnering feedback from all avenues to collect a knowledge base concerning services rendered.
in scheme: O'Process Framework (OPF)
notation: 5.4.3.6
domain: operating
level: 4

Archive records and update systems
type: Concept
type: ProcessNode
source: PCF:5.4.3.7
broader: Complete service delivery
definition: Completing and archiving all records associated with requested services. Update all necessary systems to reflect those changes.
definition: Completing and archiving all records associated with requested services. Update all necessary systems to reflect those 变更s. @zh
in scheme: O'Process Framework (OPF)
notation: 5.4.3.7
domain: operating
level: 4

Define customer service requirements across the enterprise
type: Concept
type: ProcessNode
source: PCF:6.1.1
broader: Develop customer service strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.1.1
preferred label: 定义 客户服务 requirements across the enterprise @zh
domain: operating
level: 3

Define customer service experience
type: Concept
type: ProcessNode
source: PCF:6.1.2
broader: Develop customer service strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.1.2
preferred label: 定义 客户服务 experience @zh
domain: operating
level: 3

Define and manage customer service channel strategy
type: Concept
type: ProcessNode
source: PCF:6.1.3
broader: Develop customer service strategy
definition: Define the channels and communication methods that will be used to deliver customer service, including phone, email, chat, social media, and in-person interactions.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.1.3
preferred label: 定义 and manage 客户服务 channel 战略 @zh
domain: operating
level: 3

Define customer service policies and procedures
type: Concept
type: ProcessNode
source: PCF:6.1.4
broader: Develop customer service strategy
definition: Develop policies and procedures for delivering customer service, including handling customer complaints, resolving issues, and maintaining customer records.
definition: 开发 policies and procedures for delivering 客户服务, including handling customer complaints, resolving issues, and maintaining customer records. @zh
in scheme: O'Process Framework (OPF)
notation: 6.1.4
preferred label: 定义 客户服务 policies and procedures @zh
domain: operating
level: 3

Establish target service level for each customer segment
type: Concept
type: ProcessNode
source: PCF:6.1.5
broader: Develop customer service strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.1.5
preferred label: 建立 target 服务水平 for each customer segment @zh
domain: operating
level: 3

Identify and define customer service strategy integrations
type: Concept
type: ProcessNode
source: PCF:6.1.6
broader: Develop customer service strategy
definition: Define how the customer service strategy will integrate with other departments like marketing, sales, and product development to ensure a seamless customer experience.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.1.6
preferred label: 识别 and define 客户服务 战略 integrations @zh
domain: operating
level: 3

Intelligent Chatbot Management
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Develop customer service strategy
definition: AI-era activity: Intelligent Chatbot Management.
in scheme: O'Process Framework (OPF)
notation: 6.1.7
domain: operating
level: 3

Forecast volume of customer service contacts
type: Concept
type: ProcessNode
source: PCF:6.2.1.1
broader: Plan and manage customer service workforce
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.2.1.1
preferred label: 预测 volume of 客户服务 contacts @zh
domain: operating
level: 4

Schedule customer service workforce
type: Concept
type: ProcessNode
source: PCF:6.2.1.2
broader: Plan and manage customer service workforce
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.2.1.2
preferred label: 调度 客户服务 workforce @zh
domain: operating
level: 4

Track workforce utilization
type: Concept
type: ProcessNode
source: PCF:6.2.1.3
broader: Plan and manage customer service workforce
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.2.1.3
preferred label: 跟踪 workforce utilization @zh
domain: operating
level: 4

Monitor and evaluate quality of customer interactions with customer service representatives
type: Concept
type: ProcessNode
source: PCF:6.2.1.4
broader: Plan and manage customer service workforce
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.2.1.4
preferred label: 监控 and evaluate 质量 of customer interactions with 客户服务 representatives @zh
domain: operating
level: 4

Receive customer problems, requests, and inquiries
type: Concept
type: ProcessNode
source: PCF:6.2.2.1
broader: Manage customer service problems, requests, and inquiries
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.2.2.1
preferred label: 接收 customer 问题s, requests, and inquiries @zh
domain: operating
level: 4

Analyze problems, requests, and inquiries
type: Concept
type: ProcessNode
source: PCF:6.2.2.2
broader: Manage customer service problems, requests, and inquiries
definition: Analyzing various requests and inquiries from customers regarding products/services. Provide answers and offerings to satisfy the customer's needs.
definition: Analyzing various requests and inquiries from customers regarding products/services. 提供 answers and offerings to satisfy the customer's needs. @zh
in scheme: O'Process Framework (OPF)
notation: 6.2.2.2
preferred label: 分析 问题s, requests, and inquiries @zh
domain: operating
level: 4

Resolve customer problems, requests, and inquiries
type: Concept
type: ProcessNode
source: PCF:6.2.2.3
broader: Manage customer service problems, requests, and inquiries
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 6.2.2.3
preferred label: 解决 customer 问题s, requests, and inquiries @zh
domain: operating
level: 4

Respond to customer problems, requests, and inquiries
type: Concept
type: ProcessNode
source: PCF:6.2.2.4
broader: Manage customer service problems, requests, and inquiries
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.2.2.4
preferred label: Respond to customer 问题s, requests, and inquiries @zh
domain: operating
level: 4

Identify and capture upsell/cross-sell opportunities
type: Concept
type: ProcessNode
source: PCF:6.2.2.5
broader: Manage customer service problems, requests, and inquiries
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 6.2.2.5
preferred label: 识别 and capture upsell/cross-sell opportunities @zh
domain: operating
level: 4

Deliver opportunity to sales team
type: Concept
type: ProcessNode
source: PCF:6.2.2.6
broader: Manage customer service problems, requests, and inquiries
definition: Providing possible sales leads to the sales team in an effort to garner more business opportunities.
in scheme: O'Process Framework (OPF)
notation: 6.2.2.6
domain: operating
level: 4

Receive customer complaints
type: Concept
type: ProcessNode
source: PCF:6.2.3.1
broader: Manage customer complaints
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.2.3.1
preferred label: 接收 customer complaints @zh
domain: operating
level: 4

Route customer complaints
type: Concept
type: ProcessNode
source: PCF:6.2.3.2
broader: Manage customer complaints
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.2.3.2
domain: operating
level: 4

Resolve customer complaints
type: Concept
type: ProcessNode
source: PCF:6.2.3.3
broader: Manage customer complaints
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.2.3.3
preferred label: 解决 customer complaints @zh
domain: operating
level: 4

Respond to customer complaints
type: Concept
type: ProcessNode
source: PCF:6.2.3.4
broader: Manage customer complaints
definition: 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].)
definition: 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].) @zh
in scheme: O'Process Framework (OPF)
notation: 6.2.3.4
domain: operating
level: 4

Analyze customer complaints and response/redressal
type: Concept
type: ProcessNode
source: PCF:6.2.3.5
broader: Manage customer complaints
definition: Analyzing complaint logs to provide input for continuous service improvement and customer profiling.
in scheme: O'Process Framework (OPF)
notation: 6.2.3.5
preferred label: 分析 customer complaints and response/redressal @zh
domain: operating
level: 4

Authorize return
type: Concept
type: ProcessNode
source: PCF:6.2.4.1
broader: Process returns
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 6.2.4.1
domain: operating
level: 4

Process return and record reason
type: Concept
type: ProcessNode
source: PCF:6.2.4.2
broader: Process returns
definition: Notating the reason for the return of the product.
in scheme: O'Process Framework (OPF)
notation: 6.2.4.2
preferred label: 处理 return and record reason @zh
domain: operating
level: 4

Report incidents and risks to regulatory bodies
type: Concept
type: ProcessNode
source: PCF:6.2.5
broader: Plan and manage customer service contacts
definition: Notifying all stakeholders, legal, and industry regulatory bodies of the incidents and risks related to a return or recall, if needed.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.2.5
preferred label: 报告 事件s and 风险s to regulatory bodies @zh
domain: operating
level: 3

AI-Powered Sentiment Analysis
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Plan and manage customer service contacts
definition: AI-era activity: AI-Powered Sentiment Analysis.
in scheme: O'Process Framework (OPF)
notation: 6.2.6
domain: operating
level: 3

Register products
type: Concept
type: ProcessNode
source: PCF:6.3.1
broader: Service products after sales
definition: Filing product registrations.
in scheme: O'Process Framework (OPF)
notation: 6.3.1
domain: operating
level: 3

Receive warranty claim
type: Concept
type: ProcessNode
source: PCF:6.3.2.1
broader: Process warranty claims
definition: Receiving incoming warranty claims. Route claim to correct department. Document claim.
in scheme: O'Process Framework (OPF)
notation: 6.3.2.1
preferred label: 接收 warranty claim @zh
domain: operating
level: 4

Reconcile warranty transaction disposition
type: Concept
type: ProcessNode
source: PCF:6.3.2.10
broader: Process warranty claims
definition: Assuring that the warranty transaction has been completed.
in scheme: O'Process Framework (OPF)
notation: 6.3.2.10
domain: operating
level: 4

Validate warranty claim
type: Concept
type: ProcessNode
source: PCF:6.3.2.2
broader: Process warranty claims
definition: Ensuring that the claim falls within the parameters of the warranty in question. After validation is made, the claim must be investigated.
in scheme: O'Process Framework (OPF)
notation: 6.3.2.2
preferred label: 验证 warranty claim @zh
domain: operating
level: 4

Define issue
type: Concept
type: ProcessNode
source: PCF:6.3.2.3.1
broader: Investigate warranty issues
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 6.3.2.3.1
preferred label: 定义 issue @zh
domain: operating
level: 5

Schedule field service
type: Concept
type: ProcessNode
source: PCF:6.3.2.3.2
broader: Investigate warranty issues
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 6.3.2.3.2
preferred label: 调度 field service @zh
domain: operating
level: 5

Request and receive defective part
type: Concept
type: ProcessNode
source: PCF:6.3.2.3.3
broader: Investigate warranty issues
definition: Requesting receipt of a defective part for further investigation.
in scheme: O'Process Framework (OPF)
notation: 6.3.2.3.3
domain: operating
level: 5

Investigate issue/perform root cause analysis
type: Concept
type: ProcessNode
source: PCF:6.3.2.3.4
broader: Investigate warranty issues
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 6.3.2.3.4
domain: operating
level: 5

Receive investigation result/recommendation for corrective action
type: Concept
type: ProcessNode
source: PCF:6.3.2.3.5
broader: Investigate warranty issues
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 6.3.2.3.5
preferred label: 接收 investigation result/recommendation for corrective action @zh
domain: operating
level: 5

Determine responsible party
type: Concept
type: ProcessNode
source: PCF:6.3.2.4
broader: Process warranty claims
definition: 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]."
definition: 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]." @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.2.4
domain: operating
level: 4

Manage pre-authorizations
type: Concept
type: ProcessNode
source: PCF:6.3.2.5
broader: Process warranty claims
definition: Authorizing claims prior to submittal.
in scheme: O'Process Framework (OPF)
notation: 6.3.2.5
preferred label: 管理 pre-authorizations @zh
domain: operating
level: 4

Approve or reject warranty claim
type: Concept
type: ProcessNode
source: PCF:6.3.2.6
broader: Process warranty claims
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 6.3.2.6
domain: operating
level: 4

Notify originator of approve/reject decision
type: Concept
type: ProcessNode
source: PCF:6.3.2.7
broader: Process warranty claims
definition: Contacting the originator of whether the warranty claim has been approved or rejected.
in scheme: O'Process Framework (OPF)
notation: 6.3.2.7
domain: operating
level: 4

Authorize payment
type: Concept
type: ProcessNode
source: PCF:6.3.2.8
broader: Process warranty claims
definition: Allowing for a payment to be made to the claimant.
in scheme: O'Process Framework (OPF)
notation: 6.3.2.8
domain: operating
level: 4

Close claim
type: Concept
type: ProcessNode
source: PCF:6.3.2.9
broader: Process warranty claims
definition: Archiving and closing the warranty claim after a final decision has been made to either approve or reject.
in scheme: O'Process Framework (OPF)
notation: 6.3.2.9
preferred label: 关闭 claim @zh
domain: operating
level: 4

Create supplier recovery claims
type: Concept
type: ProcessNode
source: PCF:6.3.3.1
broader: Manage supplier recovery
definition: Raising a supplier recovery claim. This is based off the decision made in Receive investigation result/recommendation for corrective action [20100].
definition: Raising a supplier recovery claim. This is based off the decision made in 接收 investigation result/recommendation for corrective action [20100]. @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.3.1
preferred label: 创建 supplier recovery claims @zh
domain: operating
level: 4

Negotiate recoveries with suppliers
type: Concept
type: ProcessNode
source: PCF:6.3.3.2
broader: Manage supplier recovery
definition: Arranging the returns of recalled products to suppliers.
in scheme: O'Process Framework (OPF)
notation: 6.3.3.2
domain: operating
level: 4

Process customer request
type: Concept
type: ProcessNode
source: PCF:6.3.4.1.1
broader: Confirm specific service requirements for individual customer
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 6.3.4.1.1
preferred label: 处理 customer request @zh
domain: operating
level: 5

Create customer profile
type: Concept
type: ProcessNode
source: PCF:6.3.4.1.2
broader: Confirm specific service requirements for individual customer
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.4.1.2
preferred label: 创建 customer profile @zh
domain: operating
level: 5

Generate service order
type: Concept
type: ProcessNode
source: PCF:6.3.4.1.3
broader: Confirm specific service requirements for individual customer
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.4.1.3
domain: operating
level: 5

Create resourcing plan and schedule
type: Concept
type: ProcessNode
source: PCF:6.3.4.2.1
broader: Identify and schedule resources to meet service requirements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.4.2.1
preferred label: 创建 resourcing plan and schedule @zh
domain: operating
level: 5

Create service order fulfillment schedule
type: Concept
type: ProcessNode
source: PCF:6.3.4.2.2
broader: Identify and schedule resources to meet service requirements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.4.2.2
preferred label: 创建 service order 履约ment schedule @zh
domain: operating
level: 5

Organize daily service order fulfillment schedule
type: Concept
type: ProcessNode
source: PCF:6.3.4.3.1
broader: Provide service to specific customers
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.4.3.1
preferred label: Organize daily service order 履约ment schedule @zh
domain: operating
level: 5

Execute product repair
type: Concept
type: ProcessNode
source: PCF:6.3.4.3.2
broader: Provide service to specific customers
definition: Dispatching and delivering the resources needed for the specific service requirements from the source/warehouse. Manage the dispatch, transportation, and delivery of the services.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.4.3.2
preferred label: 执行 product repair @zh
domain: operating
level: 5

Manage service order fulfillment
type: Concept
type: ProcessNode
source: PCF:6.3.4.3.3
broader: Provide service to specific customers
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.4.3.3
preferred label: 管理 service order 履约ment @zh
domain: operating
level: 5

Identify completed service orders for feedback
type: Concept
type: ProcessNode
source: PCF:6.3.4.4.1
broader: Ensure quality of service
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.4.4.1
preferred label: 识别 completed service orders for feedback @zh
domain: operating
level: 5

Identify incomplete service orders and service failures
type: Concept
type: ProcessNode
source: PCF:6.3.4.4.2
broader: Ensure quality of service
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.4.4.2
preferred label: 识别 incomplete service orders and service failures @zh
domain: operating
level: 5

Solicit customer feedback on services delivered
type: Concept
type: ProcessNode
source: PCF:6.3.4.4.3
broader: Ensure quality of service
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.4.4.3
domain: operating
level: 5

Process customer feedback on services delivered
type: Concept
type: ProcessNode
source: PCF:6.3.4.4.4
broader: Ensure quality of service
definition: Assessing and incorporating customer reviews/feedback into the service plan to ensure high quality of service.
definition: Assessing and incorporating customer reviews/feedback into the service plan to ensure high 质量 of service. @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.4.4.4
preferred label: 处理 customer feedback on services delivered @zh
domain: operating
level: 5

Initiate recall
type: Concept
type: ProcessNode
source: PCF:6.4.1
broader: Manage product recalls and regulatory audits
definition: Commencing the removal process of defective products.
in scheme: O'Process Framework (OPF)
notation: 6.4.1
domain: operating
level: 3

Assess the likelihood and consequences of occurrence of any hazards
type: Concept
type: ProcessNode
source: PCF:6.4.2
broader: Manage product recalls and regulatory audits
definition: Performing risk analysis. Identify all dangers, evaluate how probable they are, and what kinds of negative results or or adverse side effect they carry.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.4.2
preferred label: 评估 the likelihood and consequences of occurrence of any hazards @zh
domain: operating
level: 3

Manage recall related communications
type: Concept
type: ProcessNode
source: PCF:6.4.3
broader: Manage product recalls and regulatory audits
definition: Handling communications that are related to product recalls.
in scheme: O'Process Framework (OPF)
notation: 6.4.3
preferred label: 管理 recall related communications @zh
domain: operating
level: 3

Submit regulatory reports
type: Concept
type: ProcessNode
source: PCF:6.4.4
broader: Manage product recalls and regulatory audits
definition: Creating and delivering reports to regulatory agencies to provide details about handling product recalls.
in scheme: O'Process Framework (OPF)
notation: 6.4.4
domain: operating
level: 3

Monitor and audit recall effectiveness
type: Concept
type: ProcessNode
source: PCF:6.4.5
broader: Manage product recalls and regulatory audits
definition: Analyzing the effectiveness of product recalls.
in scheme: O'Process Framework (OPF)
notation: 6.4.5
preferred label: 监控 and audit recall effectiveness @zh
domain: operating
level: 3

Manage recall termination
type: Concept
type: ProcessNode
source: PCF:6.4.6
broader: Manage product recalls and regulatory audits
definition: Ending product recalls, communicating to the public and filing reports.
in scheme: O'Process Framework (OPF)
notation: 6.4.6
preferred label: 管理 recall termination @zh
domain: operating
level: 3

Solicit customer feedback on customer service experience
type: Concept
type: ProcessNode
source: PCF:6.5.1.1
broader: Measure customer satisfaction with customer problems, requests, and inquiries handling
definition: Creating an avenue for which the customer can provide feedback on their experience with how their inquiry, problem, or request was handled.
definition: Creating an avenue for which the customer can provide feedback on their experience with how their inquiry, 问题, or request was handled. @zh
in scheme: O'Process Framework (OPF)
notation: 6.5.1.1
preferred label: Solicit customer feedback on 客户服务 experience @zh
domain: operating
level: 4

Analyze customer service data and identify improvement opportunities
type: Concept
type: ProcessNode
source: PCF:6.5.1.2
broader: Measure customer satisfaction with customer problems, requests, and inquiries handling
definition: Reviewing customer service feedback to identify areas in which improvements can be made. Engage with management to discuss issues.
definition: Reviewing 客户服务 feedback to identify areas in which improvements can be made. Engage with management to discuss issues. @zh
in scheme: O'Process Framework (OPF)
notation: 6.5.1.2
preferred label: 分析 客户服务 data and identify improvement opportunities @zh
domain: operating
level: 4

Provide customer feedback to product management on customer service experience
type: Concept
type: ProcessNode
source: PCF:6.5.1.3
broader: Measure customer satisfaction with customer problems, requests, and inquiries handling
definition: Handing over data to management to analyze common issues in regards to customer service.
definition: Handing over data to management to analyze common issues in regards to 客户服务. @zh
in scheme: O'Process Framework (OPF)
notation: 6.5.1.3
preferred label: 提供 customer feedback to product management on 客户服务 experience @zh
domain: operating
level: 4

Solicit customer feedback on complaint handling and resolution
type: Concept
type: ProcessNode
source: PCF:6.5.2.1
broader: Measure customer satisfaction with customer- complaint handling and resolution
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 6.5.2.1
domain: operating
level: 4

Analyze customer complaint data and identify improvement opportunities
type: Concept
type: ProcessNode
source: PCF:6.5.2.2
broader: Measure customer satisfaction with customer- complaint handling and resolution
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.5.2.2
preferred label: 分析 customer complaint data and identify improvement opportunities @zh
domain: operating
level: 4

Identify common customer complaints
type: Concept
type: ProcessNode
source: PCF:6.5.2.3
broader: Measure customer satisfaction with customer- complaint handling and resolution
definition: Determining complaint patterns in order to identify common issues. Document common problems for correction.
definition: Determining complaint patterns in order to identify common issues. Document common 问题s for correction. @zh
in scheme: O'Process Framework (OPF)
notation: 6.5.2.3
preferred label: 识别 common customer complaints @zh
domain: operating
level: 4

Gather and solicit post-sale customer feedback on products and services
type: Concept
type: ProcessNode
source: PCF:6.5.3.1
broader: Measure customer satisfaction with products and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.5.3.1
preferred label: Gather and solicit post-sale customer feedback on 产品和服务 @zh
domain: operating
level: 4

Solicit post-sale customer feedback on promotion effectiveness
type: Concept
type: ProcessNode
source: PCF:6.5.3.2
broader: Measure customer satisfaction with products and services
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 6.5.3.2
domain: operating
level: 4

Solicit customer feedback on cross-channel experience
type: Concept
type: ProcessNode
source: PCF:6.5.3.3
broader: Measure customer satisfaction with products and services
definition: Engaging with the customer to understand their cross-channel experience. Find out what channels were effective and what areas need improvement.
in scheme: O'Process Framework (OPF)
notation: 6.5.3.3
domain: operating
level: 4

Analyze product and service satisfaction data and identify improvement opportunities
type: Concept
type: ProcessNode
source: PCF:6.5.3.4
broader: Measure customer satisfaction with products and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.5.3.4
preferred label: 分析 product and service satisfaction data and identify improvement opportunities @zh
domain: operating
level: 4

Provide feedback and insights to appropriate teams (product design/development, marketing, manufacturing)
type: Concept
type: ProcessNode
source: PCF:6.5.3.5
broader: Measure customer satisfaction with products and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.5.3.5
preferred label: 提供 feedback and insights to appropriate teams (product design/development, marketing, manufacturing) @zh
domain: operating
level: 4

Measure customer satisfaction with warranty handling and resolution
type: Concept
type: ProcessNode
source: PCF:6.5.4.1
broader: Evaluate and manage warranty performance
definition: Evaluating how satisfied customers are with how product warranties are managed and resolved.
in scheme: O'Process Framework (OPF)
notation: 6.5.4.1
domain: operating
level: 4

Monitor and report on warranty management metrics
type: Concept
type: ProcessNode
source: PCF:6.5.4.2
broader: Evaluate and manage warranty performance
definition: Comparing warranties by using applicable metrics to see how they are handled and resolved. Develop and submit reports that summarize significant conclusions.
definition: Comparing warranties by using applicable metrics to see how they are handled and resolved. 开发 and submit reports that summarize significant conclusions. @zh
in scheme: O'Process Framework (OPF)
notation: 6.5.4.2
preferred label: 监控 and report on warranty management metrics @zh
domain: operating
level: 4

Identify improvement opportunities
type: Concept
type: ProcessNode
source: PCF:6.5.4.3
broader: Evaluate and manage warranty performance
definition: Determining how warranties and warranty management can be made better and more efficient.
in scheme: O'Process Framework (OPF)
notation: 6.5.4.3
preferred label: 识别 improvement opportunities @zh
domain: operating
level: 4

Identify opportunities to eliminate warranty waste
type: Concept
type: ProcessNode
source: PCF:6.5.4.4
broader: Evaluate and manage warranty performance
definition: Finding ways to phase out unused or seldom used warranties.
in scheme: O'Process Framework (OPF)
notation: 6.5.4.4
preferred label: 识别 opportunities to eliminate warranty waste @zh
domain: operating
level: 4

Investigate fraudulent claims
type: Concept
type: ProcessNode
source: PCF:6.5.4.5
broader: Evaluate and manage warranty performance
definition: Reviewing and assessing claims that contain deliberately incorrect information or that have been submitted with the goal to deceive the system.
in scheme: O'Process Framework (OPF)
notation: 6.5.4.5
domain: operating
level: 4

Evaluate recall performance
type: Concept
type: ProcessNode
source: PCF:6.5.5
broader: Evaluate customer service operations and customer satisfaction
definition: Reviewing customer service feedback to identify areas in which improvements can be made. Engage with management to discuss issues.
definition: Reviewing 客户服务 feedback to identify areas in which improvements can be made. Engage with management to discuss issues. @zh
in scheme: O'Process Framework (OPF)
notation: 6.5.5
preferred label: 评估 recall 绩效 @zh
domain: operating
level: 3

Identify strategic HR needs
type: Concept
type: ProcessNode
source: PCF:7.1.1.1
broader: Develop human resources strategy
definition: Strategically defining the current and future needs for developing an efficient HR strategy.
definition: Strategically defining the current and future needs for developing an efficient HR 战略. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.1.1
preferred label: 识别 strategic HR needs @zh
domain: management_support
level: 4

Design the employee experience
type: Concept
type: ProcessNode
source: PCF:7.1.1.10
broader: Develop human resources strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.1.10
preferred label: 设计 the employee experience @zh
domain: management_support
level: 4

Define HR and business function roles and accountability
type: Concept
type: ProcessNode
source: PCF:7.1.1.2
broader: Develop human resources strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.1.2
preferred label: 定义 HR and business function roles and accountability @zh
domain: management_support
level: 4

Determine HR function roles and structure
type: Concept
type: ProcessNode
source: PCF:7.1.1.3
broader: Develop human resources strategy
definition: Establishing the roles that are required to execute the HR function. This process also examines the organizational structure required to support the organization.
in scheme: O'Process Framework (OPF)
notation: 7.1.1.3
domain: management_support
level: 4

Determine HR delivery model
type: Concept
type: ProcessNode
source: PCF:7.1.1.4
broader: Develop human resources strategy
definition: Determining how an organization's human resources department offers services to and interacts with employees.
definition: Determining how an organization's 人力资源 department offers services to and interacts with employees. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.1.4
preferred label: Determine HR delivery 模型 @zh
domain: management_support
level: 4

Determine HR costs
type: Concept
type: ProcessNode
source: PCF:7.1.1.5
broader: Develop human resources strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.1.5
domain: management_support
level: 4

Establish HR measures
type: Concept
type: ProcessNode
source: PCF:7.1.1.6
broader: Develop human resources strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.1.6
preferred label: 建立 HR measures @zh
domain: management_support
level: 4

Communicate HR strategies
type: Concept
type: ProcessNode
source: PCF:7.1.1.7
broader: Develop human resources strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.1.7
domain: management_support
level: 4

Develop strategy for HR systems/technologies/tools
type: Concept
type: ProcessNode
source: PCF:7.1.1.8
broader: Develop human resources strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.1.8
preferred label: 开发 战略 for HR systems/technologies/tools @zh
domain: management_support
level: 4

Manage employer branding
type: Concept
type: ProcessNode
source: PCF:7.1.1.9
broader: Develop human resources strategy
definition: Creating, maintaining and communicating company's reputation and values to keep current employees and attract potential hires.
in scheme: O'Process Framework (OPF)
notation: 7.1.1.9
preferred label: 管理 employer branding @zh
domain: management_support
level: 4

Develop and manage strategic workforce planning framework
type: Concept
type: ProcessNode
source: PCF:7.1.2.1.1
broader: Perform strategic workforce planning
definition: Defining and maintaining the structure, principles, and approaches used to assess workforce supply and demand, capabilities, and gaps over the strategic planning horizon.
in scheme: O'Process Framework (OPF)
notation: 7.1.2.1.1
preferred label: 开发 and manage strategic workforce planning framework @zh
domain: management_support
level: 5

Perform business unit workforce planning
type: Concept
type: ProcessNode
source: PCF:7.1.2.1.2
broader: Perform strategic workforce planning
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.1.2.1.2
domain: management_support
level: 5

Advise business in implementing strategic workforce planning
type: Concept
type: ProcessNode
source: PCF:7.1.2.1.3
broader: Perform strategic workforce planning
definition: Providing guidance and expertise to business leaders on applying the strategic workforce planning framework to inform workforce decisions, plans, and initiatives.
in scheme: O'Process Framework (OPF)
notation: 7.1.2.1.3
domain: management_support
level: 5

Partner with the business to execute workforce plan
type: Concept
type: ProcessNode
source: PCF:7.1.2.1.4
broader: Perform strategic workforce planning
definition: Collaborating with business leaders to translate workforce plans into actionable initiatives and to support execution of agreed workforce actions.
in scheme: O'Process Framework (OPF)
notation: 7.1.2.1.4
domain: management_support
level: 5

Monitor and adjust strategic workforce plan
type: Concept
type: ProcessNode
source: PCF:7.1.2.1.5
broader: Perform strategic workforce planning
definition: Tracking workforce outcomes and changes in business needs to update workforce plans and address emerging gaps, risks, or opportunities.
definition: Tracking workforce outcomes and 变更s in business needs to update workforce plans and address emerging gaps, 风险s, or opportunities. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.2.1.5
preferred label: 监控 and adjust strategic workforce plan @zh
domain: management_support
level: 5

Develop HR policies
type: Concept
type: ProcessNode
source: PCF:7.1.2.10
broader: Develop and implement workforce planning, policies, and strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.2.10
preferred label: 开发 HR policies @zh
domain: management_support
level: 4

Administer HR policies
type: Concept
type: ProcessNode
source: PCF:7.1.2.11
broader: Develop and implement workforce planning, policies, and strategies
definition: Ensuring rules and regulations are followed and are flexible enough to accommodate indispensable deviations.
in scheme: O'Process Framework (OPF)
notation: 7.1.2.11
domain: management_support
level: 4

Plan employee benefits
type: Concept
type: ProcessNode
source: PCF:7.1.2.12
broader: Develop and implement workforce planning, policies, and strategies
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.1.2.12
preferred label: 规划 employee benefits @zh
domain: management_support
level: 4

Develop workforce strategy models
type: Concept
type: ProcessNode
source: PCF:7.1.2.13
broader: Develop and implement workforce planning, policies, and strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.2.13
preferred label: 开发 workforce 战略 模型s @zh
domain: management_support
level: 4

Implement workforce strategy models
type: Concept
type: ProcessNode
source: PCF:7.1.2.14
broader: Develop and implement workforce planning, policies, and strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.2.14
preferred label: 实施 workforce 战略 模型s @zh
domain: management_support
level: 4

Manage job families
type: Concept
type: ProcessNode
source: PCF:7.1.2.15
broader: Develop and implement workforce planning, policies, and strategies
definition: Overseeing a group of similar individual or teams with similar education, skills, training, or experience.
definition: Overseeing a group of similar individual or teams with similar education, skills, 训练, or experience. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.2.15
preferred label: 管理 job families @zh
domain: management_support
level: 4

Develop and maintain job descriptions
type: Concept
type: ProcessNode
source: PCF:7.1.2.16
broader: Develop and implement workforce planning, policies, and strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.2.16
preferred label: 开发 and maintain job descriptions @zh
domain: management_support
level: 4

Establish wages, salaries, and benefits strategy
type: Concept
type: ProcessNode
source: PCF:7.1.2.2.1
broader: Develop total compensation and rewards strategy
definition: Defining the strategic approach for wages, salaries, and benefits to support workforce attraction, retention, performance, and alignment with organizational objectives and market conditions.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.2.2.1
preferred label: 建立 wages, salaries, and benefits 战略 @zh
domain: management_support
level: 5

Establish incentive strategy
type: Concept
type: ProcessNode
source: PCF:7.1.2.2.2
broader: Develop total compensation and rewards strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.2.2.2
preferred label: 建立 incentive 战略 @zh
domain: management_support
level: 5

Establish a severance pay strategy
type: Concept
type: ProcessNode
source: PCF:7.1.2.2.3
broader: Develop total compensation and rewards strategy
definition: Defining the approach to severance pay, including principles and guidelines, to support workforce transitions while managing financial, legal, and reputational considerations.
in scheme: O'Process Framework (OPF)
notation: 7.1.2.2.3
preferred label: 建立 a severance pay 战略 @zh
domain: management_support
level: 5

Develop succession plan
type: Concept
type: ProcessNode
source: PCF:7.1.2.3
broader: Develop and implement workforce planning, policies, and strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.2.3
preferred label: 开发 succession plan @zh
domain: management_support
level: 4

Develop high performers/leadership programs
type: Concept
type: ProcessNode
source: PCF:7.1.2.4
broader: Develop and implement workforce planning, policies, and strategies
definition: Creating a program that incorporates incentives and compensation put forth by the organization to recognize high performing workers and excellence in leadership.
in scheme: O'Process Framework (OPF)
notation: 7.1.2.4
preferred label: 开发 high performers/leadership programs @zh
domain: management_support
level: 4

Develop diversity, equity, and inclusion plan
type: Concept
type: ProcessNode
source: PCF:7.1.2.5
broader: Develop and implement workforce planning, policies, and strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.2.5
preferred label: 开发 diversity, equity, and inclusion plan @zh
domain: management_support
level: 4

Implement diversity, equity, and inclusion plan
type: Concept
type: ProcessNode
source: PCF:7.1.2.6
broader: Develop and implement workforce planning, policies, and strategies
definition: Execution of diversity, equity, and inclusion plans within an organization. Often called a DEI plan.
in scheme: O'Process Framework (OPF)
notation: 7.1.2.6
preferred label: 实施 diversity, equity, and inclusion plan @zh
domain: management_support
level: 4

Design talent acquisition program
type: Concept
type: ProcessNode
source: PCF:7.1.2.7
broader: Develop and implement workforce planning, policies, and strategies
definition: Developing a program to entice prospective resources to engage with the organization for a position of employment.
in scheme: O'Process Framework (OPF)
notation: 7.1.2.7
preferred label: 设计 talent acquisition program @zh
domain: management_support
level: 4

Design talent development program
type: Concept
type: ProcessNode
source: PCF:7.1.2.8
broader: Develop and implement workforce planning, policies, and strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.2.8
preferred label: 设计 talent development program @zh
domain: management_support
level: 4

Develop other HR programs
type: Concept
type: ProcessNode
source: PCF:7.1.2.9
broader: Develop and implement workforce planning, policies, and strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.2.9
preferred label: 开发 other HR programs @zh
domain: management_support
level: 4

Measure realization of HR objectives
type: Concept
type: ProcessNode
source: PCF:7.1.3.1
broader: Monitor and update HR strategies, plans, and policies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.3.1
domain: management_support
level: 4

Measure contribution of HR to business strategy
type: Concept
type: ProcessNode
source: PCF:7.1.3.2
broader: Monitor and update HR strategies, plans, and policies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.3.2
preferred label: Measure contribution of HR to business 战略 @zh
domain: management_support
level: 4

Communicate HR plans and provide updates to stakeholders
type: Concept
type: ProcessNode
source: PCF:7.1.3.3
broader: Monitor and update HR strategies, plans, and policies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.3.3
domain: management_support
level: 4

Review and revise HR plans
type: Concept
type: ProcessNode
source: PCF:7.1.3.4
broader: Monitor and update HR strategies, plans, and policies
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.1.3.4
preferred label: 审查 and revise HR plans @zh
domain: management_support
level: 4

Develop competency management models
type: Concept
type: ProcessNode
source: PCF:7.1.4
broader: Develop and manage human resources (HR) planning, policies, and strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.4
preferred label: 开发 competency management 模型s @zh
domain: management_support
level: 3

AI-Driven Talent Acquisition
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Develop and manage human resources (HR) planning, policies, and strategies
definition: AI-era activity: AI-Driven Talent Acquisition.
in scheme: O'Process Framework (OPF)
notation: 7.1.5
domain: management_support
level: 3

Align staffing plan to work force plan and business unit strategies/resource needs
type: Concept
type: ProcessNode
source: PCF:7.2.1.1
broader: Manage employee requisitions
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.2.1.1
domain: management_support
level: 4

Open job requisitions
type: Concept
type: ProcessNode
source: PCF:7.2.1.2
broader: Manage employee requisitions
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.1.2
domain: management_support
level: 4

Approve job requisition
type: Concept
type: ProcessNode
source: PCF:7.2.1.3
broader: Manage employee requisitions
definition: Reviewing and authorizing requests to fill positions to ensure alignment with workforce plans, budget constraints, and organizational approval requirements
definition: Reviewing and authorizing requests to fill positions to ensure 对齐 with workforce plans, budget constraints, and organizational approval requirements @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.1.3
domain: management_support
level: 4

Post job requisitions
type: Concept
type: ProcessNode
source: PCF:7.2.1.4
broader: Manage employee requisitions
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.2.1.4
domain: management_support
level: 4

Modify job requisitions
type: Concept
type: ProcessNode
source: PCF:7.2.1.5
broader: Manage employee requisitions
definition: 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.)
definition: 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.) @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.1.5
domain: management_support
level: 4

Notify hiring manager
type: Concept
type: ProcessNode
source: PCF:7.2.1.6
broader: Manage employee requisitions
definition: Informing and communicating with the hiring manager. Notify the manager responsible for the hiring process in cases of any new position openings or changes.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.1.6
domain: management_support
level: 4

Manage requisition dates
type: Concept
type: ProcessNode
source: PCF:7.2.1.7
broader: Manage employee requisitions
definition: Determining and managing the dates for the employee requisition process.
in scheme: O'Process Framework (OPF)
notation: 7.2.1.7
preferred label: 管理 requisition dates @zh
domain: management_support
level: 4

Determine recruitment methods and channels
type: Concept
type: ProcessNode
source: PCF:7.2.2.1
broader: Recruit/Source candidates
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.2.1
domain: management_support
level: 4

Perform recruiting activities/events
type: Concept
type: ProcessNode
source: PCF:7.2.2.2
broader: Recruit/Source candidates
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.2.2.2
domain: management_support
level: 4

Develop and maintain candidate pool
type: Concept
type: ProcessNode
source: PCF:7.2.2.3
broader: Recruit/Source candidates
definition: Cultivating relationships with potential job candidates even when there are no immediate openings. Building the talent pipeline for potential future hiring needs.
definition: Cultivating relationships with potential job candidates even when there are no immediate openings. Building the talent 流水线 for potential future hiring needs. @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.2.3
preferred label: 开发 and maintain candidate pool @zh
domain: management_support
level: 4

Manage recruitment vendors
type: Concept
type: ProcessNode
source: PCF:7.2.2.4
broader: Recruit/Source candidates
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.2.4
preferred label: 管理 recruitment vendors @zh
domain: management_support
level: 4

Manage employee referral programs
type: Concept
type: ProcessNode
source: PCF:7.2.2.5
broader: Recruit/Source candidates
definition: Creating and managing a recruiting strategy where current employees are rewarded for referring qualified candidates for employment.
definition: Creating and managing a recruiting 战略 where current employees are rewarded for referring qualified candidates for employment. @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.2.5
preferred label: 管理 employee referral programs @zh
domain: management_support
level: 4

Manage recruitment channels
type: Concept
type: ProcessNode
source: PCF:7.2.2.6
broader: Recruit/Source candidates
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.2.6
preferred label: 管理 recruitment channels @zh
domain: management_support
level: 4

Identify and deploy candidate selection tools
type: Concept
type: ProcessNode
source: PCF:7.2.3.1
broader: Screen and select candidates
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.3.1
preferred label: 识别 and deploy candidate selection tools @zh
domain: management_support
level: 4

Interview candidates
type: Concept
type: ProcessNode
source: PCF:7.2.3.2
broader: Screen and select candidates
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.3.2
domain: management_support
level: 4

Test candidates
type: Concept
type: ProcessNode
source: PCF:7.2.3.3
broader: Screen and select candidates
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.3.3
preferred label: 测试 candidates @zh
domain: management_support
level: 4

Select and reject candidates
type: Concept
type: ProcessNode
source: PCF:7.2.3.4
broader: Screen and select candidates
definition: 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].)
definition: 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].) @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.3.4
preferred label: 选择 and reject candidates @zh
domain: management_support
level: 4

Draw up and make offer
type: Concept
type: ProcessNode
source: PCF:7.2.4.1
broader: Manage new hire/re-hire
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.2.4.1
domain: management_support
level: 4

Negotiate offer
type: Concept
type: ProcessNode
source: PCF:7.2.4.2
broader: Manage new hire/re-hire
definition: Negotiating an offer with selected candidates. Discuss the job offer with the candidate to ensure a mutual understanding.
in scheme: O'Process Framework (OPF)
notation: 7.2.4.2
domain: management_support
level: 4

Hire candidate
type: Concept
type: ProcessNode
source: PCF:7.2.4.3
broader: Manage new hire/re-hire
definition: Wrapping up the process for hiring candidates. Agree to all hiring terms and conditions. Have the candidate accept and sign the job offer.
in scheme: O'Process Framework (OPF)
notation: 7.2.4.3
domain: management_support
level: 4

Obtain candidate background information
type: Concept
type: ProcessNode
source: PCF:7.2.5.1
broader: Manage applicant information
definition: Conducting a background investigation on the candidates with the objective of gathering and compiling criminal, commercial, medical, and financial information.
in scheme: O'Process Framework (OPF)
notation: 7.2.5.1
domain: management_support
level: 4

Create applicant record
type: Concept
type: ProcessNode
source: PCF:7.2.5.2
broader: Manage applicant information
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.5.2
preferred label: 创建 applicant record @zh
domain: management_support
level: 4

Complete position classification and level of experience
type: Concept
type: ProcessNode
source: PCF:7.2.5.3.1
broader: Manage/Track applicant data
definition: Identifying the requirements for the position to be filled. Determine the experience and skills necessary to perform the tasks outlined.
in scheme: O'Process Framework (OPF)
notation: 7.2.5.3.1
domain: management_support
level: 5

Archive and retain records of non-hires
type: Concept
type: ProcessNode
source: PCF:7.2.5.4
broader: Manage applicant information
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.5.4
domain: management_support
level: 4

Develop employee onboarding program
type: Concept
type: ProcessNode
source: PCF:7.3.1.1
broader: Manage employee onboarding
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.1.1
preferred label: 开发 employee onboarding program @zh
domain: management_support
level: 4

Implement employee onboarding program
type: Concept
type: ProcessNode
source: PCF:7.3.1.2
broader: Manage employee onboarding
definition: Bringing the employee on-boarding program into effect. Implement Develop employee onboarding program [10474]. Conduct training sessions and employee engagement programs.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.1.2
preferred label: 实施 employee onboarding program @zh
domain: management_support
level: 4

Monitor and update employee onboarding program
type: Concept
type: ProcessNode
source: PCF:7.3.1.3
broader: Manage employee onboarding
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.1.3
preferred label: 监控 and update employee onboarding program @zh
domain: management_support
level: 4

Define employee performance objectives
type: Concept
type: ProcessNode
source: PCF:7.3.2.1
broader: Manage employee performance
definition: Outlining the objectives for employee performance. Establish key performance objectives and measures such as customer-focus objectives, financially focused objectives, and employee growth objectives.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.2.1
preferred label: 定义 employee 绩效 objectives @zh
domain: management_support
level: 4

Review employee performance
type: Concept
type: ProcessNode
source: PCF:7.3.2.2
broader: Manage employee performance
definition: Execution of employee reviews/performance on a frequent basis. May include ongoing feedback and coaching activities.
definition: Execution of employee reviews/绩效 on a frequent basis. May include ongoing feedback and coaching activities. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.2.2
preferred label: 审查 employee 绩效 @zh
domain: management_support
level: 4

Document employee performance
type: Concept
type: ProcessNode
source: PCF:7.3.2.3
broader: Manage employee performance
definition: Document the results of both formal reviews to include both positive and negative feedback and commentary. May include acknowledgement by involved parties.
in scheme: O'Process Framework (OPF)
notation: 7.3.2.3
preferred label: Document employee 绩效 @zh
domain: management_support
level: 4

Monitor and update performance program
type: Concept
type: ProcessNode
source: PCF:7.3.2.4
broader: Manage employee performance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.2.4
preferred label: 监控 and update 绩效 program @zh
domain: management_support
level: 4

Define employee development guidelines
type: Concept
type: ProcessNode
source: PCF:7.3.3.1
broader: Manage employee career development
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.3.1
preferred label: 定义 employee development guidelines @zh
domain: management_support
level: 4

Develop employee career plans and career paths
type: Concept
type: ProcessNode
source: PCF:7.3.3.2
broader: Manage employee career development
definition: Designing a future career path for the employees that encourages them to explore and gather information.
in scheme: O'Process Framework (OPF)
notation: 7.3.3.2
preferred label: 开发 employee career plans and career paths @zh
domain: management_support
level: 4

Manage employee skill and competency development
type: Concept
type: ProcessNode
source: PCF:7.3.3.3
broader: Manage employee career development
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.3.3
preferred label: 管理 employee skill and competency development @zh
domain: management_support
level: 4

Identify critical roles
type: Concept
type: ProcessNode
source: PCF:7.3.3.4.1
broader: Establish succession plans
definition: Determining roles that are essential to organizational performance or continuity and that require succession planning.
definition: Determining roles that are essential to organizational 绩效 or continuity and that require succession planning. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.3.4.1
preferred label: 识别 critical roles @zh
domain: management_support
level: 5

Select potential successors
type: Concept
type: ProcessNode
source: PCF:7.3.3.4.2
broader: Establish succession plans
definition: Identifying and selecting employees with the potential to assume critical roles based on defined criteria and future capability requirements.
in scheme: O'Process Framework (OPF)
notation: 7.3.3.4.2
preferred label: 选择 potential successors @zh
domain: management_support
level: 5

Develop and implement individual succession plans
type: Concept
type: ProcessNode
source: PCF:7.3.3.4.3
broader: Establish succession plans
definition: Creating and executing development plans for identified successors to prepare them for future roles through targeted learning and experience opportunities.
in scheme: O'Process Framework (OPF)
notation: 7.3.3.4.3
preferred label: 开发 and implement individual succession plans @zh
domain: management_support
level: 5

Review and update succession plans
type: Concept
type: ProcessNode
source: PCF:7.3.3.4.4
broader: Establish succession plans
definition: Reviewing succession plans on a regular basis and updating them to reflect changes in roles, talent, organizational priorities, and performance outcomes.
definition: Reviewing succession plans on a regular basis and updating them to reflect 变更s in roles, talent, organizational priorities, and 绩效 outcomes. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.3.4.4
preferred label: 审查 and update succession plans @zh
domain: management_support
level: 5

Align organizational development needs to employees
type: Concept
type: ProcessNode
source: PCF:7.3.4.1
broader: Develop and train employees
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.3.4.1
domain: management_support
level: 4

Define employees competencies and skills
type: Concept
type: ProcessNode
source: PCF:7.3.4.2
broader: Develop and train employees
definition: Defining the skills, knowledge, abilities, and attributes needed to achieve the desired core capabilities and competencies of the organization.
in scheme: O'Process Framework (OPF)
notation: 7.3.4.2
preferred label: 定义 employees competencies and skills @zh
domain: management_support
level: 4

Align learning programs with competencies and skills
type: Concept
type: ProcessNode
source: PCF:7.3.4.3
broader: Develop and train employees
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.4.3
domain: management_support
level: 4

Establish training needs by analysis of required and available skills
type: Concept
type: ProcessNode
source: PCF:7.3.4.4
broader: Develop and train employees
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.4.4
preferred label: 建立 训练 needs by analysis of required and available skills @zh
domain: management_support
level: 4

Develop, conduct, and manage employee training programs
type: Concept
type: ProcessNode
source: PCF:7.3.4.5
broader: Develop and train employees
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.4.5
preferred label: 开发, conduct, and manage employee 训练 programs @zh
domain: management_support
level: 4

Liaise with external certification authorities
type: Concept
type: ProcessNode
source: PCF:7.3.4.6.1
broader: Manage examinations and certifications
definition: Coordinating with third party certification authorities to provide training and certifications for necessary skills.
definition: Coordinating with third party certification authorities to provide 训练 and certifications for necessary skills. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.4.6.1
domain: management_support
level: 5

Administer certification tests
type: Concept
type: ProcessNode
source: PCF:7.3.4.6.2
broader: Manage examinations and certifications
definition: Providing tests to the workforce that will satisfy completion of certifications.
in scheme: O'Process Framework (OPF)
notation: 7.3.4.6.2
domain: management_support
level: 5

Appraise experience qualifications
type: Concept
type: ProcessNode
source: PCF:7.3.4.6.3
broader: Manage examinations and certifications
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.4.6.3
domain: management_support
level: 5

Administer certificate issue and maintenance
type: Concept
type: ProcessNode
source: PCF:7.3.4.6.4
broader: Manage examinations and certifications
definition: Administering certificates to all candidates that have successfully met experience qualifications, and passed all tests necessary to obtain the certificate.
in scheme: O'Process Framework (OPF)
notation: 7.3.4.6.4
domain: management_support
level: 5

Monitor and evaluate learning programs
type: Concept
type: ProcessNode
source: PCF:7.3.4.7
broader: Develop and train employees
definition: Oversight of the organization's learning programs. This process also includes the effectiveness of these programs.
in scheme: O'Process Framework (OPF)
notation: 7.3.4.7
preferred label: 监控 and evaluate learning programs @zh
domain: management_support
level: 4

AI-Powered Employee Experience
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage employee onboarding, training, and development
definition: AI-era activity: AI-Powered Employee Experience.
in scheme: O'Process Framework (OPF)
notation: 7.3.5
domain: management_support
level: 3

Manage labor relations
type: Concept
type: ProcessNode
source: PCF:7.4.1
broader: Manage employee relations
definition: Managing labor relations, the collective bargaining process, and the relationships between the labor and management. Take care of employee grievances.
in scheme: O'Process Framework (OPF)
notation: 7.4.1
preferred label: 管理 labor relations @zh
domain: management_support
level: 3

Manage collective bargaining process
type: Concept
type: ProcessNode
source: PCF:7.4.2
broader: Manage employee relations
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.4.2
preferred label: 管理 collective bargaining process @zh
domain: management_support
level: 3

Manage labor management partnerships
type: Concept
type: ProcessNode
source: PCF:7.4.3
broader: Manage employee relations
definition: Handling partnerships between labor and management. Develop a lasting two-way relationship that is beneficial for the labor, management, and the organization.
definition: Handling partnerships between labor and management. 开发 a lasting two-way relationship that is beneficial for the labor, management, and the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 7.4.3
preferred label: 管理 labor management partnerships @zh
domain: management_support
level: 3

Manage employee grievances
type: Concept
type: ProcessNode
source: PCF:7.4.4
broader: Manage employee relations
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.4.4
preferred label: 管理 employee grievances @zh
domain: management_support
level: 3

Monitor legal and regulatory environment
type: Concept
type: ProcessNode
source: PCF:7.4.5
broader: Manage employee relations
definition: 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).
in scheme: O'Process Framework (OPF)
notation: 7.4.5
preferred label: 监控 legal and regulatory environment @zh
domain: management_support
level: 3

Develop salary/compensation structure and plan
type: Concept
type: ProcessNode
source: PCF:7.5.1.1
broader: Develop and manage reward, recognition, and motivation programs
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.5.1.1
preferred label: 开发 salary/compensation structure and plan @zh
domain: management_support
level: 4

Develop benefits and rewards plan
type: Concept
type: ProcessNode
source: PCF:7.5.1.2
broader: Develop and manage reward, recognition, and motivation programs
definition: Developing a plan for provision of rewards, commission, and benefits to employees. Plan health benefits, retirement benefits, wellness plans, and non-monetary benefits, etc.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.5.1.2
preferred label: 开发 benefits and rewards plan @zh
domain: management_support
level: 4

Perform competitive analysis of benefits and rewards
type: Concept
type: ProcessNode
source: PCF:7.5.1.3
broader: Develop and manage reward, recognition, and motivation programs
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.5.1.3
domain: management_support
level: 4

Identify compensation requirements based on financial, benefits, and HR policies
type: Concept
type: ProcessNode
source: PCF:7.5.1.4
broader: Develop and manage reward, recognition, and motivation programs
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.5.1.4
preferred label: 识别 compensation requirements based on financial, benefits, and HR policies @zh
domain: management_support
level: 4

Administer compensation and rewards to employees
type: Concept
type: ProcessNode
source: PCF:7.5.1.5
broader: Develop and manage reward, recognition, and motivation programs
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.5.1.5
domain: management_support
level: 4

Reward and motivate employees
type: Concept
type: ProcessNode
source: PCF:7.5.1.6
broader: Develop and manage reward, recognition, and motivation programs
definition: Rewarding and stimulating the performance efforts of employees. Create methods for motivating employees. Spur extrinsic and intrinsic motivation.
definition: Rewarding and stimulating the 绩效 efforts of employees. 创建 methods for motivating employees. Spur extrinsic and intrinsic motivation. @zh
in scheme: O'Process Framework (OPF)
notation: 7.5.1.6
domain: management_support
level: 4

Review engagement and retention indicators
type: Concept
type: ProcessNode
source: PCF:7.5.1.7
broader: Develop and manage reward, recognition, and motivation programs
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.5.1.7
preferred label: 审查 engagement and retention indicators @zh
domain: management_support
level: 4

Review compensation plan
type: Concept
type: ProcessNode
source: PCF:7.5.1.8
broader: Develop and manage reward, recognition, and motivation programs
definition: Analyzing existing compensation plans and making changes necessary to continue to retain employees.
definition: Analyzing existing compensation plans and making 变更s necessary to continue to retain employees. @zh
in scheme: O'Process Framework (OPF)
notation: 7.5.1.8
preferred label: 审查 compensation plan @zh
domain: management_support
level: 4

Review benefits and rewards plan
type: Concept
type: ProcessNode
source: PCF:7.5.1.9
broader: Develop and manage reward, recognition, and motivation programs
definition: Evaluating benefits and rewards plans to assess effectiveness, alignment with workforce needs, and consistency with organizational reward and recognition objectives.
definition: Evaluating benefits and rewards plans to assess effectiveness, 对齐 with workforce needs, and consistency with organizational reward and recognition objectives. @zh
in scheme: O'Process Framework (OPF)
notation: 7.5.1.9
preferred label: 审查 benefits and rewards plan @zh
domain: management_support
level: 4

Deliver employee benefits program
type: Concept
type: ProcessNode
source: PCF:7.5.2.1
broader: Manage and administer benefits
definition: Implementing the programs that specify employee benefits, other than salary provided, such as those concerning medical care, death, and disability.
in scheme: O'Process Framework (OPF)
notation: 7.5.2.1
domain: management_support
level: 4

Administer benefit enrollment
type: Concept
type: ProcessNode
source: PCF:7.5.2.2
broader: Manage and administer benefits
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.5.2.2
domain: management_support
level: 4

Process benefits claims
type: Concept
type: ProcessNode
source: PCF:7.5.2.3
broader: Manage and administer benefits
definition: Processing any formal requests or demands made by the employees claiming that they have earned some benefits. Includes escalation to management.
in scheme: O'Process Framework (OPF)
notation: 7.5.2.3
preferred label: 处理 benefits claims @zh
domain: management_support
level: 4

Perform benefit reconciliation
type: Concept
type: ProcessNode
source: PCF:7.5.2.4
broader: Manage and administer benefits
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.5.2.4
domain: management_support
level: 4

Manage flexible working
type: Concept
type: ProcessNode
source: PCF:7.5.3.1.1
broader: Deliver programs to support work/life balance for employees
definition: Creation and execution of a plan that might allow for work from home days, or alternate hours.
in scheme: O'Process Framework (OPF)
notation: 7.5.3.1.1
preferred label: 管理 flexible working @zh
domain: management_support
level: 5

Manage transportation programs and services
type: Concept
type: ProcessNode
source: PCF:7.5.3.1.2
broader: Deliver programs to support work/life balance for employees
definition: Managing transportation-related programs and services provided to employees to support commuting, mobility, and work/life balance objectives.
in scheme: O'Process Framework (OPF)
notation: 7.5.3.1.2
preferred label: 管理 transportation programs and services @zh
domain: management_support
level: 5

Develop employee and family support systems
type: Concept
type: ProcessNode
source: PCF:7.5.3.2
broader: Manage employee assistance and retention
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.5.3.2
preferred label: 开发 employee and family support systems @zh
domain: management_support
level: 4

Administer Payroll
type: Concept
type: ProcessNode
source: PCF:7.5.4
broader: Reward and retain employees
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.5.4
domain: management_support
level: 3

Manage/Collect employee suggestions and perform employee research
type: Concept
type: ProcessNode
source: PCF:7.5.5
broader: Reward and retain employees
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.5.5
preferred label: 管理/收集 employee suggestions and perform employee research @zh
domain: management_support
level: 3

Manage promotion and demotion process
type: Concept
type: ProcessNode
source: PCF:7.6.1
broader: Redeploy and retire employees
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.6.1
preferred label: 管理 promotion and demotion process @zh
domain: management_support
level: 3

Manage retirement
type: Concept
type: ProcessNode
source: PCF:7.6.2.1
broader: Manage separation
definition: Managing and administering instances where a person stops employment completely.
in scheme: O'Process Framework (OPF)
notation: 7.6.2.1
preferred label: 管理 retirement @zh
domain: management_support
level: 4

Manage leave of absence
type: Concept
type: ProcessNode
source: PCF:7.6.2.2
broader: Manage separation
definition: 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).
in scheme: O'Process Framework (OPF)
notation: 7.6.2.2
preferred label: 管理 leave of absence @zh
domain: management_support
level: 4

Manage offboarding
type: Concept
type: ProcessNode
source: PCF:7.6.2.3
broader: Manage separation
definition: Coordinating activities related to employee departures, including transitions, knowledge transfer, and administrative actions, to support orderly and compliant workforce exits.
in scheme: O'Process Framework (OPF)
notation: 7.6.2.3
preferred label: 管理 offboarding @zh
domain: management_support
level: 4

Develop and implement employee outplacement
type: Concept
type: ProcessNode
source: PCF:7.6.2.4
broader: Manage separation
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.6.2.4
preferred label: 开发 and implement employee outplacement @zh
domain: management_support
level: 4

Manage expatriates
type: Concept
type: ProcessNode
source: PCF:7.6.3.1
broader: Relocate employees and manage assignments
definition: Manage employees who are sent to live abroad or hired from abroad for a defined time period.
definition: 管理 employees who are sent to live abroad or hired from abroad for a defined time period. @zh
in scheme: O'Process Framework (OPF)
notation: 7.6.3.1
preferred label: 管理 expatriates @zh
domain: management_support
level: 4

Manage reporting processes
type: Concept
type: ProcessNode
source: PCF:7.7.1
broader: Manage employee information and analytics
definition: Providing information and reports regarding employees to management.
in scheme: O'Process Framework (OPF)
notation: 7.7.1
preferred label: 管理 reporting processes @zh
domain: management_support
level: 3

Manage employee inquiry process
type: Concept
type: ProcessNode
source: PCF:7.7.2
broader: Manage employee information and analytics
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.7.2
preferred label: 管理 employee inquiry process @zh
domain: management_support
level: 3

Manage and maintain employee data
type: Concept
type: ProcessNode
source: PCF:7.7.3
broader: Manage employee information and analytics
definition: Capturing and updating employee information and data and information on the employees.
in scheme: O'Process Framework (OPF)
notation: 7.7.3
preferred label: 管理 and maintain employee data @zh
domain: management_support
level: 3

Manage human resource information systems
type: Concept
type: ProcessNode
source: PCF:7.7.4
broader: Manage employee information and analytics
definition: Administering and maintaining HR information systems that take care of activities related to HR, accounting, management, and payroll.
in scheme: O'Process Framework (OPF)
notation: 7.7.4
preferred label: 管理 human resource information systems @zh
domain: management_support
level: 3

Develop and manage employee measures
type: Concept
type: ProcessNode
source: PCF:7.7.5
broader: Manage employee information and analytics
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.7.5
preferred label: 开发 and manage employee measures @zh
domain: management_support
level: 3

Develop and manage time and attendance systems
type: Concept
type: ProcessNode
source: PCF:7.7.6
broader: Manage employee information and analytics
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.7.6
preferred label: 开发 and manage time and attendance systems @zh
domain: management_support
level: 3

Determine stakeholder requirements
type: Concept
type: ProcessNode
source: PCF:7.7.7.1
broader: Develop workforce analytics
definition: Collect and manage requirements from various enterprise stakeholders about workforce analytics.
definition: 收集 and manage requirements from various enterprise stakeholders about workforce analytics. @zh
in scheme: O'Process Framework (OPF)
notation: 7.7.7.1
domain: management_support
level: 4

Identify research questions
type: Concept
type: ProcessNode
source: PCF:7.7.7.2
broader: Develop workforce analytics
definition: Summarize stakeholder requirements into discrete research questions in support of workforce analytics.
in scheme: O'Process Framework (OPF)
notation: 7.7.7.2
preferred label: 识别 research questions @zh
domain: management_support
level: 4

Select workforce analysis methodology
type: Concept
type: ProcessNode
source: PCF:7.7.7.3
broader: Develop workforce analytics
definition: Consider stakeholder requirements, research questions, and organizations standards around research to select appropriate research methodology in support of workforce analytics.
in scheme: O'Process Framework (OPF)
notation: 7.7.7.3
preferred label: 选择 workforce analysis methodology @zh
domain: management_support
level: 4

Identify workforce data sources
type: Concept
type: ProcessNode
source: PCF:7.7.7.4
broader: Develop workforce analytics
definition: Identify appropriate data sources for workforce analytics data while considering organizational standards for data sources.
definition: 识别 appropriate data sources for workforce analytics data while considering organizational standards for data sources. @zh
in scheme: O'Process Framework (OPF)
notation: 7.7.7.4
preferred label: 识别 workforce data sources @zh
domain: management_support
level: 4

Gather workforce data
type: Concept
type: ProcessNode
source: PCF:7.7.7.5
broader: Develop workforce analytics
definition: Collect and procure, as needed, workforce data from internal and external data sources in support of workforce analytics.
definition: 收集 and procure, as needed, workforce data from internal and external data sources in support of workforce analytics. @zh
in scheme: O'Process Framework (OPF)
notation: 7.7.7.5
domain: management_support
level: 4

Transform workforce analysis data
type: Concept
type: ProcessNode
source: PCF:7.7.8.1
broader: Implement workforce analytics
definition: Logically and statistically validate collected or purchased data in support of analytics needs
in scheme: O'Process Framework (OPF)
notation: 7.7.8.1
preferred label: 转化 workforce analysis data @zh
domain: management_support
level: 4

Develop insights into workforce analytics outcomes
type: Concept
type: ProcessNode
source: PCF:7.7.8.2
broader: Implement workforce analytics
definition: Synthesize insights from workforce analytics data
in scheme: O'Process Framework (OPF)
notation: 7.7.8.2
preferred label: 开发 insights into workforce analytics outcomes @zh
domain: management_support
level: 4

Communicate workforce analysis outcomes
type: Concept
type: ProcessNode
source: PCF:7.7.8.3
broader: Implement workforce analytics
definition: Summarize, package, and distribute results of workforce analysis.
in scheme: O'Process Framework (OPF)
notation: 7.7.8.3
domain: management_support
level: 4

Develop employee communication plan
type: Concept
type: ProcessNode
source: PCF:7.8.1
broader: Manage employee communication
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.8.1
preferred label: 开发 employee communication plan @zh
domain: management_support
level: 3

Conduct employee engagement surveys
type: Concept
type: ProcessNode
source: PCF:7.8.2
broader: Manage employee communication
definition: Questioning employees to ascertain overall workplace satisfaction.
in scheme: O'Process Framework (OPF)
notation: 7.8.2
preferred label: 开展 employee engagement surveys @zh
domain: management_support
level: 3

Deliver employee communications
type: Concept
type: ProcessNode
source: PCF:7.8.3
broader: Manage employee communication
definition: Implementing the communication plan for employees. Initiate dialogues and engagement by monitoring the exchange of ideas and opinions, the development of personal relationships, etc.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.8.3
domain: management_support
level: 3

Plan IT workforce capacity
type: Concept
type: ProcessNode
source: ITIL:V5:Workforce and Talent Management
broader: Workforce and Talent Management
definition: Activity within ITIL practice 'Workforce and Talent Management'.
in scheme: O'Process Framework (OPF)
notation: 7.9.1
preferred label: 规划 IT workforce 容量 @zh
domain: management_support
level: 3

Develop IT talent pipeline
type: Concept
type: ProcessNode
source: ITIL:V5:Workforce and Talent Management
broader: Workforce and Talent Management
definition: Activity within ITIL practice 'Workforce and Talent Management'.
in scheme: O'Process Framework (OPF)
notation: 7.9.2
preferred label: 开发 IT talent 流水线 @zh
domain: management_support
level: 3

Manage IT skills and competencies
type: Concept
type: ProcessNode
source: ITIL:V5:Workforce and Talent Management
broader: Workforce and Talent Management
definition: Activity within ITIL practice 'Workforce and Talent Management'.
in scheme: O'Process Framework (OPF)
notation: 7.9.3
preferred label: 管理 IT skills and competencies @zh
domain: management_support
level: 3

Understand IT customer communities
type: Concept
type: ProcessNode
source: PCF:8.1.1.1
broader: Understand IT customer needs
definition: Interacting with IT customers to understand the IT needs through a collaborative community through involvement, connection, and informed communication.
in scheme: O'Process Framework (OPF)
notation: 8.1.1.1
domain: management_support
level: 4

Assess IT customer operational capabilities
type: Concept
type: ProcessNode
source: PCF:8.1.1.2
broader: Understand IT customer needs
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.1.2
preferred label: 评估 IT customer operational capabilities @zh
domain: management_support
level: 4

Understand business requirements for IT capabilities
type: Concept
type: ProcessNode
source: PCF:8.1.2.1
broader: Identify IT customer transformation needs
definition: Understanding business requirements for the existing IT environment as well as future IT needs.
in scheme: O'Process Framework (OPF)
notation: 8.1.2.1
domain: management_support
level: 4

Understand IT landscape
type: Concept
type: ProcessNode
source: PCF:8.1.2.2
broader: Identify IT customer transformation needs
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.2.2
domain: management_support
level: 4

Develop IT visioning
type: Concept
type: ProcessNode
source: PCF:8.1.2.3
broader: Identify IT customer transformation needs
definition: Developing goals to define IT vision. Define and document ideas, direction, and activities which enable information technology to reach these goals.
definition: Developing goals to define IT vision. 定义 and document ideas, direction, and activities which enable 信息技术 to reach these goals. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.2.3
preferred label: 开发 IT visioning @zh
domain: management_support
level: 4

Outline IT service expectations
type: Concept
type: ProcessNode
source: PCF:8.1.2.4
broader: Identify IT customer transformation needs
definition: Defining a roadmap to meet organizational expectations from information technology services while considering how it will affect the business.
definition: Defining a roadmap to meet organizational expectations from 信息技术 services while considering how it will affect the business. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.2.4
domain: management_support
level: 4

Manage IT customer expectations
type: Concept
type: ProcessNode
source: PCF:8.1.3.1
broader: Plan and communicate IT services
definition: Managing customer expectations of the existing IT environment while considering how it will affect the business.
in scheme: O'Process Framework (OPF)
notation: 8.1.3.1
preferred label: 管理 IT customer expectations @zh
domain: management_support
level: 4

Define future IT services
type: Concept
type: ProcessNode
source: PCF:8.1.3.2
broader: Plan and communicate IT services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.3.2
preferred label: 定义 future IT services @zh
domain: management_support
level: 4

Determine IT performance indicators
type: Concept
type: ProcessNode
source: PCF:8.1.3.3
broader: Plan and communicate IT services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.3.3
preferred label: Determine IT 绩效 indicators @zh
domain: management_support
level: 4

Create IT marketing messages
type: Concept
type: ProcessNode
source: PCF:8.1.3.4
broader: Plan and communicate IT services
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 8.1.3.4
preferred label: 创建 IT marketing messages @zh
domain: management_support
level: 4

Create IT service marketing plan
type: Concept
type: ProcessNode
source: PCF:8.1.3.5
broader: Plan and communicate IT services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.3.5
preferred label: 创建 IT service marketing plan @zh
domain: management_support
level: 4

Develop IT transformation plans
type: Concept
type: ProcessNode
source: PCF:8.1.4.1
broader: Provide IT transformation guidance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.4.1
preferred label: 开发 IT 转化ation plans @zh
domain: management_support
level: 4

Collect IT customer requirements
type: Concept
type: ProcessNode
source: PCF:8.1.4.2
broader: Provide IT transformation guidance
definition: Identifying existing or potential IT gaps between the expected business performance levels and current business outcomes.
definition: Identifying existing or potential IT gaps between the expected business 绩效 levels and current business outcomes. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.4.2
preferred label: 收集 IT customer requirements @zh
domain: management_support
level: 4

Analyze IT customer requirements
type: Concept
type: ProcessNode
source: PCF:8.1.4.3
broader: Provide IT transformation guidance
definition: Assessing identified IT gaps to plan for remediation efforts to allow outcomes to meet established performance levels.
definition: Assessing identified IT gaps to plan for remediation efforts to allow outcomes to meet established 绩效 levels. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.4.3
preferred label: 分析 IT customer requirements @zh
domain: management_support
level: 4

Identify and prioritize IT opportunities
type: Concept
type: ProcessNode
source: PCF:8.1.4.4
broader: Provide IT transformation guidance
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 8.1.4.4
preferred label: 识别 and prioritize IT opportunities @zh
domain: management_support
level: 4

Facilitate solution design activities
type: Concept
type: ProcessNode
source: PCF:8.1.4.5
broader: Provide IT transformation guidance
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 8.1.4.5
domain: management_support
level: 4

Prioritize IT outcomes
type: Concept
type: ProcessNode
source: PCF:8.1.4.6
broader: Provide IT transformation guidance
definition: Prioritizing IT outcomes based on need, effectiveness, and efficiency.
in scheme: O'Process Framework (OPF)
notation: 8.1.4.6
preferred label: 排定优先级 IT outcomes @zh
domain: management_support
level: 4

Develop business cases
type: Concept
type: ProcessNode
source: PCF:8.1.4.7
broader: Provide IT transformation guidance
definition: Create a business case with value proposition indicating current situation, proposed solution, financial analysis, and measurable benefits to the IT customers.
definition: 创建 a business case with value proposition indicating current situation, proposed solution, financial analysis, and measurable benefits to the IT customers. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.4.7
preferred label: 开发 business cases @zh
domain: management_support
level: 4

Support business case
type: Concept
type: ProcessNode
source: PCF:8.1.4.8
broader: Provide IT transformation guidance
definition: Supporting business case with supporting research, business analysis, and background information on IT transformation.
definition: Supporting business case with supporting research, 业务分析, and background information on IT 转化ation. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.4.8
domain: management_support
level: 4

Develop transformation roadmap
type: Concept
type: ProcessNode
source: PCF:8.1.4.9
broader: Provide IT transformation guidance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.4.9
preferred label: 开发 转化ation roadmap @zh
domain: management_support
level: 4

Understand IT service requirements
type: Concept
type: ProcessNode
source: PCF:8.1.5.1
broader: Develop and manage IT service levels
definition: Understand requirements related to information technology services considering enterprise-level effects and understand potential achievements in the business environment.
definition: Understand requirements related to 信息技术 services considering enterprise-level effects and understand potential achievements in the business environment. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.5.1
domain: management_support
level: 4

Forecast IT service demand
type: Concept
type: ProcessNode
source: PCF:8.1.5.2
broader: Develop and manage IT service levels
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 8.1.5.2
preferred label: 预测 IT service demand @zh
domain: management_support
level: 4

Maintain IT services catalog
type: Concept
type: ProcessNode
source: PCF:8.1.5.3
broader: Develop and manage IT service levels
definition: Maintain information about IT deliverables, prices, contact points, and processes for requesting a service.
definition: 维护 information about IT deliverables, prices, contact points, and processes for requesting a service. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.5.3
preferred label: 维护 IT services catalog @zh
domain: management_support
level: 4

Define service level agreement
type: Concept
type: ProcessNode
source: PCF:8.1.5.4
broader: Develop and manage IT service levels
definition: Designing and maintaining commitment of service by performance evaluation of IT services and communicate the results to the management.
definition: Designing and maintaining commitment of service by 绩效 evaluation of IT services and communicate the results to the management. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.5.4
preferred label: 定义 服务水平 agreement @zh
domain: management_support
level: 4

Maintain IT customer contracts
type: Concept
type: ProcessNode
source: PCF:8.1.5.5
broader: Develop and manage IT service levels
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.5.5
preferred label: 维护 IT customer contracts @zh
domain: management_support
level: 4

Negotiate and establish service level agreements
type: Concept
type: ProcessNode
source: PCF:8.1.5.6
broader: Develop and manage IT service levels
definition: Establish a service level agreement, which is a negotiated agreement designed to create a common understanding about services, priorities, and responsibilities.
definition: 建立 a 服务水平 agreement, which is a negotiated agreement designed to create a common understanding about services, priorities, and responsibilities. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.5.6
preferred label: Negotiate and establish 服务水平 agreements @zh
domain: management_support
level: 4

Develop and maintain improvement processes
type: Concept
type: ProcessNode
source: PCF:8.1.5.7
broader: Develop and manage IT service levels
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.5.7
preferred label: 开发 and maintain improvement processes @zh
domain: management_support
level: 4

Establish relationship management mechanisms
type: Concept
type: ProcessNode
source: PCF:8.1.6.1
broader: Manage IT customer relationships
definition: Create mechanisms for effective public relationship in order to preserve the image and goodwill of the organization through the process.
definition: 创建 mechanisms for effective public relationship in order to preserve the image and goodwill of the organization through the process. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.6.1
preferred label: 建立 relationship management mechanisms @zh
domain: management_support
level: 4

Understand IT customer strategy
type: Concept
type: ProcessNode
source: PCF:8.1.6.2
broader: Manage IT customer relationships
definition: Understanding the strategy for staff dependent on information technology. Create a plan to create services and solutions, conduct daily operations, and train new employees.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.6.2
preferred label: Understand IT customer 战略 @zh
domain: management_support
level: 4

Understand IT customer environment
type: Concept
type: ProcessNode
source: PCF:8.1.6.3
broader: Manage IT customer relationships
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.6.3
domain: management_support
level: 4

Communicate IT capabilities
type: Concept
type: ProcessNode
source: PCF:8.1.6.4
broader: Manage IT customer relationships
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 8.1.6.4
domain: management_support
level: 4

Manage IT requirements
type: Concept
type: ProcessNode
source: PCF:8.1.6.5
broader: Manage IT customer relationships
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.6.5
preferred label: 管理 IT requirements @zh
domain: management_support
level: 4

Assess SLA compliance
type: Concept
type: ProcessNode
source: PCF:8.1.7.1
broader: Analyze service performance
definition: Gather data from each service target defined in an SLA for a time segment or review period to evaluate an overall performance percentage.
definition: Gather data from each service target defined in an SLA for a time segment or review period to evaluate an overall 绩效 percentage. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.7.1
preferred label: 评估 SLA 合规 @zh
domain: management_support
level: 4

Triage SLA compliance issues
type: Concept
type: ProcessNode
source: PCF:8.1.7.2
broader: Analyze service performance
definition: Prioritizing SLA compliance issues and plan for remediation.
definition: Prioritizing SLA 合规 issues and plan for remediation. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.7.2
preferred label: Triage SLA 合规 issues @zh
domain: management_support
level: 4

Collect feedback about IT products and services
type: Concept
type: ProcessNode
source: PCF:8.1.7.3
broader: Analyze service performance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.7.3
preferred label: 收集 feedback about IT 产品和服务 @zh
domain: management_support
level: 4

Synthesize and distribute IT performance information
type: Concept
type: ProcessNode
source: PCF:8.1.7.4
broader: Analyze service performance
definition: Providing stakeholders with collected IT performance measures for further development based on evaluation.
definition: Providing stakeholders with collected IT 绩效 measures for further development based on evaluation. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.7.4
preferred label: Synthesize and distribute IT 绩效 information @zh
domain: management_support
level: 4

Manage business stakeholder relationships
type: Concept
type: ProcessNode
source: ITIL:V5:Relationship Management
broader: Relationship Management
definition: Activity within ITIL practice 'Relationship Management'.
in scheme: O'Process Framework (OPF)
notation: 8.1.8.1
preferred label: 管理 business stakeholder relationships @zh
domain: management_support
level: 4

Manage supplier relationships
type: Concept
type: ProcessNode
source: ITIL:V5:Relationship Management
broader: Relationship Management
definition: Activity within ITIL practice 'Relationship Management'.
in scheme: O'Process Framework (OPF)
notation: 8.1.8.2
preferred label: 管理 supplier relationships @zh
domain: management_support
level: 4

Coordinate service level expectations
type: Concept
type: ProcessNode
source: ITIL:V5:Relationship Management
broader: Relationship Management
definition: Activity within ITIL practice 'Relationship Management'.
in scheme: O'Process Framework (OPF)
notation: 8.1.8.3
preferred label: 协调 服务水平 expectations @zh
domain: management_support
level: 4

Define service catalog structure
type: Concept
type: ProcessNode
source: ITIL:V5:Service Catalog Management
broader: Service Catalog Management
definition: Activity within ITIL practice 'Service Catalog Management'.
in scheme: O'Process Framework (OPF)
notation: 8.1.9.1
preferred label: 定义 service catalog structure @zh
domain: management_support
level: 4

Maintain catalog entries
type: Concept
type: ProcessNode
source: ITIL:V5:Service Catalog Management
broader: Service Catalog Management
definition: Activity within ITIL practice 'Service Catalog Management'.
in scheme: O'Process Framework (OPF)
notation: 8.1.9.2
preferred label: 维护 catalog entries @zh
domain: management_support
level: 4

Publish catalog to stakeholders
type: Concept
type: ProcessNode
source: ITIL:V5:Service Catalog Management
broader: Service Catalog Management
definition: Activity within ITIL practice 'Service Catalog Management'.
in scheme: O'Process Framework (OPF)
notation: 8.1.9.3
preferred label: 发布 catalog to stakeholders @zh
domain: management_support
level: 4

Define ML model requirements
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage MLOps Lifecycle
definition: AI activity: Define ML model requirements.
definition: AI activity: 定义 ML 模型 requirements. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.1.1
preferred label: 定义 ML 模型 requirements @zh
domain: management_support
level: 4

Prepare and validate training data
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage MLOps Lifecycle
definition: AI activity: Prepare and validate training data.
definition: AI activity: 准备 and validate 训练 data. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.1.2
preferred label: 准备 and validate 训练 data @zh
domain: management_support
level: 4

Train and evaluate models
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage MLOps Lifecycle
definition: AI activity: Train and evaluate models.
definition: AI activity: Train and evaluate 模型s. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.1.3
preferred label: Train and evaluate 模型s @zh
domain: management_support
level: 4

Deploy models to production
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage MLOps Lifecycle
definition: AI activity: Deploy models to production.
definition: AI activity: 部署 模型s to production. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.1.4
preferred label: 部署 模型s to production @zh
domain: management_support
level: 4

Monitor model performance and drift
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage MLOps Lifecycle
definition: AI activity: Monitor model performance and drift.
definition: AI activity: 监控 模型 绩效 and drift. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.1.5
preferred label: 监控 模型 绩效 and drift @zh
domain: management_support
level: 4

Retrain and update models
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage MLOps Lifecycle
definition: AI activity: Retrain and update models.
definition: AI activity: Retrain and update 模型s. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.1.6
preferred label: Retrain and update 模型s @zh
domain: management_support
level: 4

Design prompt engineering workflows
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage LLMOps
definition: AI activity: Design prompt engineering workflows.
definition: AI activity: 设计 prompt engineering 工作流s. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.2.1
preferred label: 设计 prompt engineering 工作流s @zh
domain: management_support
level: 4

Manage LLM fine-tuning
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage LLMOps
definition: AI activity: Manage LLM fine-tuning.
definition: AI activity: 管理 LLM fine-tuning. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.2.2
preferred label: 管理 LLM fine-tuning @zh
domain: management_support
level: 4

Implement RAG pipelines
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage LLMOps
definition: AI activity: Implement RAG pipelines.
definition: AI activity: 实施 RAG 流水线s. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.2.3
preferred label: 实施 RAG 流水线s @zh
domain: management_support
level: 4

Monitor LLM output quality
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage LLMOps
definition: AI activity: Monitor LLM output quality.
definition: AI activity: 监控 LLM output 质量. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.2.4
preferred label: 监控 LLM output 质量 @zh
domain: management_support
level: 4

Manage LLM cost optimization
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage LLMOps
definition: AI activity: Manage LLM cost optimization.
definition: AI activity: 管理 LLM cost optimization. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.2.5
preferred label: 管理 LLM cost optimization @zh
domain: management_support
level: 4

Implement AI-driven monitoring
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AIOps
definition: AI activity: Implement AI-driven monitoring.
definition: AI activity: 实施 AI-driven 监控. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.3.1
preferred label: 实施 AI-driven 监控 @zh
domain: management_support
level: 4

Automate incident detection
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AIOps
definition: AI activity: Automate incident detection.
definition: AI activity: 自动化 事件 detection. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.3.2
preferred label: 自动化 事件 detection @zh
domain: management_support
level: 4

Enable predictive capacity management
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AIOps
definition: AI activity: Enable predictive capacity management.
definition: AI activity: Enable predictive 容量 management. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.3.3
preferred label: Enable predictive 容量 management @zh
domain: management_support
level: 4

Automate root cause analysis
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AIOps
definition: AI activity: Automate root cause analysis.
definition: AI activity: 自动化 root cause analysis. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.3.4
preferred label: 自动化 root cause analysis @zh
domain: management_support
level: 4

Identify RPA opportunities
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage Robotic Process Automation
definition: AI activity: Identify RPA opportunities.
definition: AI activity: 识别 RPA opportunities. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.4.1
preferred label: 识别 RPA opportunities @zh
domain: management_support
level: 4

Design automation workflows
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage Robotic Process Automation
definition: AI activity: Design automation workflows.
definition: AI activity: 设计 自动化 工作流s. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.4.2
preferred label: 设计 自动化 工作流s @zh
domain: management_support
level: 4

Deploy and monitor bots
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage Robotic Process Automation
definition: AI activity: Deploy and monitor bots.
definition: AI activity: 部署 and monitor bots. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.4.3
preferred label: 部署 and monitor bots @zh
domain: management_support
level: 4

Optimize bot performance
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage Robotic Process Automation
definition: AI activity: Optimize bot performance.
definition: AI activity: 优化 bot 绩效. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.4.4
preferred label: 优化 bot 绩效 @zh
domain: management_support
level: 4

Establish data science standards
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage Data Science Workflows
definition: AI activity: Establish data science standards.
definition: AI activity: 建立 数据科学 standards. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.5.1
preferred label: 建立 数据科学 standards @zh
domain: management_support
level: 4

Manage experiment tracking
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage Data Science Workflows
definition: AI activity: Manage experiment tracking.
definition: AI activity: 管理 experiment tracking. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.5.2
preferred label: 管理 experiment tracking @zh
domain: management_support
level: 4

Govern feature stores
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage Data Science Workflows
definition: AI activity: Govern feature stores.
definition: AI activity: 治理 feature stores. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.5.3
preferred label: 治理 feature stores @zh
domain: management_support
level: 4

Manage model registry
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage Data Science Workflows
definition: AI activity: Manage model registry.
definition: AI activity: 管理 模型 registry. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.5.4
preferred label: 管理 模型 registry @zh
domain: management_support
level: 4

Provision GPU/TPU compute resources
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Infrastructure
definition: AI activity: Provision GPU/TPU compute resources.
in scheme: O'Process Framework (OPF)
notation: 8.10.6.1
domain: management_support
level: 4

Manage ML platforms
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Infrastructure
definition: AI activity: Manage ML platforms.
definition: AI activity: 管理 ML platforms. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.6.2
preferred label: 管理 ML platforms @zh
domain: management_support
level: 4

Optimize AI workload scheduling
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Infrastructure
definition: AI activity: Optimize AI workload scheduling.
definition: AI activity: 优化 AI workload scheduling. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.6.3
preferred label: 优化 AI workload scheduling @zh
domain: management_support
level: 4

Manage vector databases
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage AI Infrastructure
definition: AI activity: Manage vector databases.
definition: AI activity: 管理 vector databases. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.6.4
preferred label: 管理 vector databases @zh
domain: management_support
level: 4

Build and maintain IT strategic intelligence
type: Concept
type: ProcessNode
source: PCF:8.2.1.1
broader: Define business technology and governance strategy
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 8.2.1.1
preferred label: 构建 and maintain IT strategic intelligence @zh
domain: management_support
level: 4

Monitor and map current and emerging technologies
type: Concept
type: ProcessNode
source: PCF:8.2.1.2
broader: Define business technology and governance strategy
definition: Monitoring and evaluating existing and forthcoming technologies to meet the current and future growth plans for business operations.
definition: 监控 and evaluating existing and forthcoming technologies to meet the current and future growth plans for business operations. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.1.2
preferred label: 监控 and map current and emerging technologies @zh
domain: management_support
level: 4

Define and communicate digital transformation strategy
type: Concept
type: ProcessNode
source: PCF:8.2.1.3
broader: Define business technology and governance strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.1.3
preferred label: 定义 and communicate digital 转化ation 战略 @zh
domain: management_support
level: 4

Develop IT strategic alignment
type: Concept
type: ProcessNode
source: PCF:8.2.1.4
broader: Define business technology and governance strategy
definition: Developing the process of aligning the organization's business divisions and staff members with the organization's planned objectives for IT.
in scheme: O'Process Framework (OPF)
notation: 8.2.1.4
preferred label: 开发 IT strategic 对齐 @zh
domain: management_support
level: 4

Articulate IT alignment principles
type: Concept
type: ProcessNode
source: PCF:8.2.1.5
broader: Define business technology and governance strategy
definition: Systematic approach to clearly communicate and operate the usage of information technology as it relates to business objectives.
definition: Systematic approach to clearly communicate and operate the usage of 信息技术 as it relates to business objectives. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.1.5
preferred label: Articulate IT 对齐 principles @zh
domain: management_support
level: 4

Maintain IT strategic alignment
type: Concept
type: ProcessNode
source: PCF:8.2.1.6
broader: Define business technology and governance strategy
definition: Maintaining alignment of the organization's business divisions and staff members with the organization's planned objectives for IT.
definition: Maintaining 对齐 of the organization's business divisions and staff members with the organization's planned objectives for IT. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.1.6
preferred label: 维护 IT strategic 对齐 @zh
domain: management_support
level: 4

Plan IT budgets and costs
type: Concept
type: ProcessNode
source: ITIL:V5:Service Financial Management
broader: Service Financial Management
definition: Activity within ITIL practice 'Service Financial Management'.
in scheme: O'Process Framework (OPF)
notation: 8.2.10.1
preferred label: 规划 IT budgets and costs @zh
domain: management_support
level: 4

Account for IT services
type: Concept
type: ProcessNode
source: ITIL:V5:Service Financial Management
broader: Service Financial Management
definition: Activity within ITIL practice 'Service Financial Management'.
in scheme: O'Process Framework (OPF)
notation: 8.2.10.2
domain: management_support
level: 4

Charge for IT services
type: Concept
type: ProcessNode
source: ITIL:V5:Service Financial Management
broader: Service Financial Management
definition: Activity within ITIL practice 'Service Financial Management'.
in scheme: O'Process Framework (OPF)
notation: 8.2.10.3
domain: management_support
level: 4

Establish and validate IT value criteria
type: Concept
type: ProcessNode
source: PCF:8.2.2.1
broader: Manage IT portfolio strategy
definition: Create and certify the standards to determine the value of the investments, projects, and activities of IT function for the overall business objectives.
definition: 创建 and certify the standards to determine the value of the investments, projects, and activities of IT function for the overall business objectives. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.2.1
preferred label: 建立 and validate IT value criteria @zh
domain: management_support
level: 4

Determine IT portfolio investment balance
type: Concept
type: ProcessNode
source: PCF:8.2.2.2
broader: Manage IT portfolio strategy
definition: Determining the uninvested amount out of the total approved amount for overall IT management, IT investments, projects, and activities.
in scheme: O'Process Framework (OPF)
notation: 8.2.2.2
domain: management_support
level: 4

Evaluate proposed IT investment projects
type: Concept
type: ProcessNode
source: PCF:8.2.2.3
broader: Manage IT portfolio strategy
definition: Evaluating IT investment projects to achieve overall business objectives in regard to implementation, efficiency, and profitability.
in scheme: O'Process Framework (OPF)
notation: 8.2.2.3
preferred label: 评估 proposed IT investment projects @zh
domain: management_support
level: 4

Prioritize IT projects
type: Concept
type: ProcessNode
source: PCF:8.2.2.4
broader: Manage IT portfolio strategy
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 8.2.2.4
preferred label: 排定优先级 IT projects @zh
domain: management_support
level: 4

Align IT resources to strategic priorities
type: Concept
type: ProcessNode
source: PCF:8.2.2.5
broader: Manage IT portfolio strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.2.5
domain: management_support
level: 4

Align IT portfolio to business objectives
type: Concept
type: ProcessNode
source: PCF:8.2.2.6
broader: Manage IT portfolio strategy
definition: Aligning IT investments, projects, and activities to achieve overall business objectives.
in scheme: O'Process Framework (OPF)
notation: 8.2.2.6
domain: management_support
level: 4

Create and publish enterprise architecture principles
type: Concept
type: ProcessNode
source: PCF:8.2.3.1
broader: Define and maintain enterprise architecture
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.3.1
preferred label: 创建 and publish enterprise architecture principles @zh
domain: management_support
level: 4

Establish and operate enterprise architecture governance
type: Concept
type: ProcessNode
source: PCF:8.2.3.2
broader: Define and maintain enterprise architecture
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.3.2
preferred label: 建立 and operate enterprise architecture 治理 @zh
domain: management_support
level: 4

Research technologies to innovate IT services and solutions
type: Concept
type: ProcessNode
source: PCF:8.2.3.3
broader: Define and maintain enterprise architecture
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.3.3
domain: management_support
level: 4

Provide input to definition and prioritization of IT projects
type: Concept
type: ProcessNode
source: PCF:8.2.3.4
broader: Define and maintain enterprise architecture
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.3.4
preferred label: 提供 input to definition and prioritization of IT projects @zh
domain: management_support
level: 4

Establish IT service management strategy and goals
type: Concept
type: ProcessNode
source: PCF:8.2.4.1
broader: Define IT service management strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.4.1
preferred label: 建立 IT service management 战略 and goals @zh
domain: management_support
level: 4

Identify IT service operating and process requirements
type: Concept
type: ProcessNode
source: PCF:8.2.4.2
broader: Define IT service management strategy
definition: Identifying operating and process requirement for designing, delivering, managing, and improving the way information technology be used in the organization.
definition: Identifying operating and process requirement for designing, delivering, managing, and improving the way 信息技术 be used in the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.4.2
preferred label: 识别 IT service operating and process requirements @zh
domain: management_support
level: 4

Define IT service catalog
type: Concept
type: ProcessNode
source: PCF:8.2.4.3
broader: Define IT service management strategy
definition: Create and design an organized and curated collection of all IT-related services that can be performed by, for, or within the organization.
definition: 创建 and design an organized and curated collection of all IT-related services that can be performed by, for, or within the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.4.3
preferred label: 定义 IT service catalog @zh
domain: management_support
level: 4

Establish IT service management framework
type: Concept
type: ProcessNode
source: PCF:8.2.4.4
broader: Define IT service management strategy
definition: Create a layered structure for IT service management framework ensuring right processes, people, and technology are in place to meet business goals.
definition: 创建 a layered structure for IT service management framework ensuring right processes, people, and technology are in place to meet business goals. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.4.4
preferred label: 建立 IT service management framework @zh
domain: management_support
level: 4

Define and implement IT service management
type: Concept
type: ProcessNode
source: PCF:8.2.4.5
broader: Define IT service management strategy
definition: Defining and implementing activities involved in designing, creating, delivering, supporting, and managing the lifecycle of information technology services within an organization.
definition: Defining and implementing activities involved in designing, creating, delivering, supporting, and managing the lifecycle of 信息技术 services within an organization. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.4.5
preferred label: 定义 and implement IT service management @zh
domain: management_support
level: 4

Define and deploy support service management process tools and methods
type: Concept
type: ProcessNode
source: PCF:8.2.4.6
broader: Define IT service management strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.4.6
preferred label: 定义 and deploy support service management process tools and methods @zh
domain: management_support
level: 4

Monitor and report IT performance
type: Concept
type: ProcessNode
source: PCF:8.2.4.7
broader: Define IT service management strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.4.7
preferred label: 监控 and report IT 绩效 @zh
domain: management_support
level: 4

Determine IT performance measures
type: Concept
type: ProcessNode
source: PCF:8.2.5.1
broader: Control IT management system
definition: Determining measures for evaluating the performance of IT services in the organization. Establish key performance indicators, including the IT services performance index.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.5.1
preferred label: Determine IT 绩效 measures @zh
domain: management_support
level: 4

Define IT control points and assurance procedures governance model
type: Concept
type: ProcessNode
source: PCF:8.2.5.2
broader: Control IT management system
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.5.2
preferred label: 定义 IT control points and assurance procedures 治理 模型 @zh
domain: management_support
level: 4

Monitor and analyze overall IT performance
type: Concept
type: ProcessNode
source: PCF:8.2.5.3
broader: Control IT management system
definition: Monitoring and analyzing information technology performance measures to ensure timely completion, and that quality assurance is met at all steps of IT services.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.5.3
preferred label: 监控 and analyze overall IT 绩效 @zh
domain: management_support
level: 4

Monitor and analyze IT financial performance
type: Concept
type: ProcessNode
source: PCF:8.2.5.4
broader: Control IT management system
definition: Checking and analyzing predetermined financial targets and timelines of IT management system. Monitoring their profitability, feasibility, and consistency. Study the revenues generated.
definition: Checking and analyzing predetermined financial targets and timelines of IT management system. 监控 their profitability, feasibility, and consistency. Study the revenues generated. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.5.4
preferred label: 监控 and analyze IT financial 绩效 @zh
domain: management_support
level: 4

Monitor and analyze IT value and benefits
type: Concept
type: ProcessNode
source: PCF:8.2.5.5
broader: Control IT management system
definition: Examining and analyzing the value and benefits of IT service management to ensure benefits outweigh incurred costs.
in scheme: O'Process Framework (OPF)
notation: 8.2.5.5
preferred label: 监控 and analyze IT value and benefits @zh
domain: management_support
level: 4

Optimize IT resource allocation
type: Concept
type: ProcessNode
source: PCF:8.2.5.6
broader: Control IT management system
definition: Create process to assign and manage IT assets that support organization's strategic goals.
definition: 创建 process to assign and manage IT 资产 that support organization's strategic goals. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.5.6
preferred label: 优化 IT resource allocation @zh
domain: management_support
level: 4

Manage IT projects and services interdependencies
type: Concept
type: ProcessNode
source: PCF:8.2.5.7
broader: Control IT management system
definition: Manage capabilities required for the successful delivery of information technology projects, which, by extension, affect the success of the overall IT services.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.5.7
preferred label: 管理 IT projects and services interdependencies @zh
domain: management_support
level: 4

Report IT service and project performance
type: Concept
type: ProcessNode
source: PCF:8.2.5.8
broader: Control IT management system
definition: Process of collecting, analyzing, and reporting information regarding the performance of IT services and projects.
definition: 处理 of collecting, analyzing, and reporting information regarding the 绩效 of IT services and projects. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.5.8
preferred label: 报告 IT service and project 绩效 @zh
domain: management_support
level: 4

Select, deploy, and operate IT performance analytics tools
type: Concept
type: ProcessNode
source: PCF:8.2.5.9
broader: Control IT management system
definition: Select, establish, and operate analytics tool to analyze data and extract actionable and commercially relevant information on IT performance to evaluate or increase performance.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.5.9
preferred label: 选择, deploy, and operate IT 绩效 analytics tools @zh
domain: management_support
level: 4

Assess performance against IT service and project value criteria
type: Concept
type: ProcessNode
source: PCF:8.2.6.1
broader: Manage IT value portfolio
definition: Process of evaluating performance to collect and analyze IT services and projects. Ensure expected IT service and project value based on established criteria.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.6.1
preferred label: 评估 绩效 against IT service and project value criteria @zh
domain: management_support
level: 4

Quantify value of IT service and project portfolio investments
type: Concept
type: ProcessNode
source: PCF:8.2.6.2
broader: Manage IT value portfolio
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.6.2
domain: management_support
level: 4

Communicate business technology value contribution
type: Concept
type: ProcessNode
source: PCF:8.2.6.3
broader: Manage IT value portfolio
definition: Conveying the value addition through adopting technology targeting towards integrated profitable business operations.
in scheme: O'Process Framework (OPF)
notation: 8.2.6.3
domain: management_support
level: 4

Determine and implement IT portfolio adjustments
type: Concept
type: ProcessNode
source: PCF:8.2.6.4
broader: Manage IT value portfolio
definition: Determining and implementing IT investments, projects, and activities based on trending technological advancements in the existing environment in order to achieve overall business objectives.
in scheme: O'Process Framework (OPF)
notation: 8.2.6.4
domain: management_support
level: 4

Establish selection criteria for research initiatives
type: Concept
type: ProcessNode
source: PCF:8.2.7.1
broader: Define and manage technology innovation
definition: Establishing the standard for selecting IT research initiatives to align with organizational criteria for implementing future technologies.
in scheme: O'Process Framework (OPF)
notation: 8.2.7.1
preferred label: 建立 selection criteria for research initiatives @zh
domain: management_support
level: 4

Analyze emerging technology concepts
type: Concept
type: ProcessNode
source: PCF:8.2.7.2
broader: Define and manage technology innovation
definition: Assessing new and future technologies relevant to the organization's vision of its IT capabilities.
in scheme: O'Process Framework (OPF)
notation: 8.2.7.2
preferred label: 分析 emerging technology concepts @zh
domain: management_support
level: 4

Identify technology concepts and capabilities
type: Concept
type: ProcessNode
source: PCF:8.2.7.3
broader: Define and manage technology innovation
definition: Identification of conceptual elements that define the benefits of technology to business.
in scheme: O'Process Framework (OPF)
notation: 8.2.7.3
preferred label: 识别 technology concepts and capabilities @zh
domain: management_support
level: 4

Execute IT research projects
type: Concept
type: ProcessNode
source: PCF:8.2.7.4
broader: Define and manage technology innovation
definition: Implement information technology research projects that focus on meeting the goals of the organization's IT services and capabilities.
definition: 实施 信息技术 research projects that focus on meeting the goals of the organization's IT services and capabilities. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.7.4
preferred label: 执行 IT research projects @zh
domain: management_support
level: 4

Evaluate IT research project outcomes
type: Concept
type: ProcessNode
source: PCF:8.2.7.5
broader: Define and manage technology innovation
definition: Assessing IT research projects based on defined outcome expectations.
in scheme: O'Process Framework (OPF)
notation: 8.2.7.5
preferred label: 评估 IT research project outcomes @zh
domain: management_support
level: 4

Identify and promote viable concepts
type: Concept
type: ProcessNode
source: PCF:8.2.7.6
broader: Define and manage technology innovation
definition: Determine project viability. Promote relevant IT innovations that meet business objectives.
definition: Determine project viability. Promote relevant IT 创新s that meet business objectives. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.7.6
preferred label: 识别 and promote viable concepts @zh
domain: management_support
level: 4

Develop and plan IT investment projects
type: Concept
type: ProcessNode
source: PCF:8.2.7.7
broader: Define and manage technology innovation
definition: Develop and plan long-term allocation of funds for information technology endeavors to meet business goals.
definition: 开发 and plan long-term allocation of funds for 信息技术 endeavors to meet business goals. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.7.7
preferred label: 开发 and plan IT investment projects @zh
domain: management_support
level: 4

Evaluate portfolio investments
type: Concept
type: ProcessNode
source: ITIL:V5:Portfolio Management
broader: Portfolio Management
definition: Activity within ITIL practice 'Portfolio Management'.
in scheme: O'Process Framework (OPF)
notation: 8.2.8.1
preferred label: 评估 portfolio investments @zh
domain: management_support
level: 4

Prioritize portfolio items
type: Concept
type: ProcessNode
source: ITIL:V5:Portfolio Management
broader: Portfolio Management
definition: Activity within ITIL practice 'Portfolio Management'.
in scheme: O'Process Framework (OPF)
notation: 8.2.8.2
preferred label: 排定优先级 portfolio items @zh
domain: management_support
level: 4

Balance portfolio risk and value
type: Concept
type: ProcessNode
source: ITIL:V5:Portfolio Management
broader: Portfolio Management
definition: Activity within ITIL practice 'Portfolio Management'.
in scheme: O'Process Framework (OPF)
notation: 8.2.8.3
preferred label: 平衡 portfolio 风险 and value @zh
domain: management_support
level: 4

Define enterprise architecture vision
type: Concept
type: ProcessNode
source: ITIL:V5:Architecture Management
broader: Architecture Management
definition: Activity within ITIL practice 'Architecture Management'.
in scheme: O'Process Framework (OPF)
notation: 8.2.9.1
preferred label: 定义 enterprise architecture vision @zh
domain: management_support
level: 4

Maintain architecture repository
type: Concept
type: ProcessNode
source: ITIL:V5:Architecture Management
broader: Architecture Management
definition: Activity within ITIL practice 'Architecture Management'.
in scheme: O'Process Framework (OPF)
notation: 8.2.9.2
preferred label: 维护 architecture repository @zh
domain: management_support
level: 4

Govern architecture compliance
type: Concept
type: ProcessNode
source: ITIL:V5:Architecture Management
broader: Architecture Management
definition: Activity within ITIL practice 'Architecture Management'.
in scheme: O'Process Framework (OPF)
notation: 8.2.9.3
preferred label: 治理 architecture 合规 @zh
domain: management_support
level: 4

Determine and evaluate IT regulatory and audit requirements
type: Concept
type: ProcessNode
source: PCF:8.3.1.1
broader: Develop IT compliance, risk, and security strategy
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 8.3.1.1
domain: management_support
level: 4

Align IT risk management with cybersecurity frameworks
type: Concept
type: ProcessNode
source: PCF:8.3.1.10.1
broader: Create IT risk mitigation strategies and approaches
definition: Include alignment with established cybersecurity frameworks like NIST CSF, ISO 27001, and ENISA risk management guidelines.
definition: Include 对齐 with established cyber安全 frameworks like NIST CSF, ISO 27001, and ENISA 风险 management guidelines. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.1.10.1
preferred label: Align IT 风险 management with cyber安全 frameworks @zh
domain: management_support
level: 5

Integrate IT and OT risk management strategies
type: Concept
type: ProcessNode
source: PCF:8.3.1.10.2
broader: Create IT risk mitigation strategies and approaches
definition: Ensure risk management processes are extended to cover OT systems and environments.
definition: Ensure 风险 management processes are extended to cover OT systems and environments. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.1.10.2
preferred label: Integrate IT and OT 风险 management strategies @zh
domain: management_support
level: 5

Understand business unit risk tolerance
type: Concept
type: ProcessNode
source: PCF:8.3.1.2
broader: Develop IT compliance, risk, and security strategy
definition: Understand the risk tolerance levels of individual business units, given risk-return trade-offs for one or more anticipated and predictable consequences.
definition: Understand the 风险 tolerance levels of individual business units, given 风险-return trade-offs for one or more anticipated and predictable consequences. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.1.2
preferred label: Understand business unit 风险 tolerance @zh
domain: management_support
level: 4

Establish IT risk tolerance
type: Concept
type: ProcessNode
source: PCF:8.3.1.3
broader: Develop IT compliance, risk, and security strategy
definition: Determine the specific maximum risk to take in quantitative terms for each relevant risk sub-category, including strategic, operational, financial, and compliance risks.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.1.3
preferred label: 建立 IT 风险 tolerance @zh
domain: management_support
level: 4

Establish risk ownership
type: Concept
type: ProcessNode
source: PCF:8.3.1.4
broader: Develop IT compliance, risk, and security strategy
definition: Establish an individual or a group who is ultimately accountable for ensuring that IT risks are managed appropriately.
definition: 建立 an individual or a group who is ultimately accountable for ensuring that IT 风险s are managed appropriately. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.1.4
preferred label: 建立 风险 ownership @zh
domain: management_support
level: 4

Establish and maintain risk management roles
type: Concept
type: ProcessNode
source: PCF:8.3.1.5
broader: Develop IT compliance, risk, and security strategy
definition: Determine and maintain roles that are specialized in each risk areas and coordinating all risk management activities for IT function with due escalation structure.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.1.5
preferred label: 建立 and maintain 风险 management roles @zh
domain: management_support
level: 4

Establish compliance objectives
type: Concept
type: ProcessNode
source: PCF:8.3.1.6
broader: Develop IT compliance, risk, and security strategy
definition: Establishing compliance objectives which ensures that the organization has systems of internal controls that adequately measure and manage IT risk.
definition: Establishing 合规 objectives which ensures that the organization has systems of internal controls that adequately measure and manage IT 风险. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.1.6
preferred label: 建立 合规 objectives @zh
domain: management_support
level: 4

Identify systems to support compliance
type: Concept
type: ProcessNode
source: PCF:8.3.1.7
broader: Develop IT compliance, risk, and security strategy
definition: Identifying and adopting information technology solutions to support changing regulatory compliance. Safeguard compliance and manage risk by outlining the risk policies and procedures.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.1.7
preferred label: 识别 systems to support 合规 @zh
domain: management_support
level: 4

Identify and evaluate IT risk
type: Concept
type: ProcessNode
source: PCF:8.3.1.8
broader: Develop IT compliance, risk, and security strategy
definition: Developing a timely and continuous process to identify and evaluate activities that might hinder IT operations or an IT project's goals.
in scheme: O'Process Framework (OPF)
notation: 8.3.1.8
preferred label: 识别 and evaluate IT 风险 @zh
domain: management_support
level: 4

Evaluate IT-related risks resiliency
type: Concept
type: ProcessNode
source: PCF:8.3.1.9
broader: Develop IT compliance, risk, and security strategy
definition: Assess IT-related risk resilience strategies to ensure that the organization effectively manages its risk.
definition: 评估 IT-related 风险 resilience strategies to ensure that the organization effectively manages its 风险. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.1.9
preferred label: 评估 IT-related 风险s 弹性 @zh
domain: management_support
level: 4

Develop continuity plans
type: Concept
type: ProcessNode
source: ITIL:V5:Service Continuity Management
broader: Service Continuity Management
definition: Activity within ITIL practice 'Service Continuity Management'.
in scheme: O'Process Framework (OPF)
notation: 8.3.10.1
preferred label: 开发 continuity plans @zh
domain: management_support
level: 4

Test continuity procedures
type: Concept
type: ProcessNode
source: ITIL:V5:Service Continuity Management
broader: Service Continuity Management
definition: Activity within ITIL practice 'Service Continuity Management'.
in scheme: O'Process Framework (OPF)
notation: 8.3.10.2
preferred label: 测试 continuity procedures @zh
domain: management_support
level: 4

Maintain recovery capabilities
type: Concept
type: ProcessNode
source: ITIL:V5:Service Continuity Management
broader: Service Continuity Management
definition: Activity within ITIL practice 'Service Continuity Management'.
in scheme: O'Process Framework (OPF)
notation: 8.3.10.3
preferred label: 维护 recovery capabilities @zh
domain: management_support
level: 4

Determine IT delivery resiliency
type: Concept
type: ProcessNode
source: PCF:8.3.2.1
broader: Develop IT resilience strategy
definition: Determining resilience strategies to ensure that IT effectively manages it's delivery process to mitigate risk.
definition: Determining resilience strategies to ensure that IT effectively manages it's delivery process to mitigate 风险. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.2.1
preferred label: Determine IT delivery 弹性 @zh
domain: management_support
level: 4

Determine critical IT risks
type: Concept
type: ProcessNode
source: PCF:8.3.2.2
broader: Develop IT resilience strategy
definition: Determining risks that could disrupt objectives of IT including physical, security, data, network, and cybersecurity.
definition: Determining 风险s that could disrupt objectives of IT including physical, 安全, data, network, and cyber安全. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.2.2
preferred label: Determine critical IT 风险s @zh
domain: management_support
level: 4

Prioritize IT risks
type: Concept
type: ProcessNode
source: PCF:8.3.2.3
broader: Develop IT resilience strategy
definition: Prioritize potential IT risks based on business need to ensure overall IT stability.
definition: 排定优先级 potential IT 风险s based on business need to ensure overall IT stability. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.2.3
preferred label: 排定优先级 IT 风险s @zh
domain: management_support
level: 4

Establish mitigation approaches for IT risks
type: Concept
type: ProcessNode
source: PCF:8.3.2.4
broader: Develop IT resilience strategy
definition: Establishing activities to improve opportunities and lessen threats for IT.
in scheme: O'Process Framework (OPF)
notation: 8.3.2.4
preferred label: 建立 mitigation approaches for IT 风险s @zh
domain: management_support
level: 4

Evaluate enterprise regulatory and compliance obligations
type: Concept
type: ProcessNode
source: PCF:8.3.3.1
broader: Control IT risk, compliance, and security
definition: Evaluation of dynamic, strategic, and integrated approach to manage regulatory requirements and compliance obligations.
definition: Evaluation of dynamic, strategic, and integrated approach to manage regulatory requirements and 合规 obligations. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.3.1
preferred label: 评估 enterprise regulatory and 合规 obligations @zh
domain: management_support
level: 4

Identify, supervise and monitor IT risk mitigation measures
type: Concept
type: ProcessNode
source: PCF:8.3.3.10
broader: Control IT risk, compliance, and security
definition: Identifying and supervising a blueprint of measures for managing risk in IT. Monitor actions to enhance opportunities and reduce threats to project objectives.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.3.10
preferred label: 识别, supervise and monitor IT 风险 mitigation measures @zh
domain: management_support
level: 4

Analyze IT security threat impact
type: Concept
type: ProcessNode
source: PCF:8.3.3.2
broader: Control IT risk, compliance, and security
definition: Analyzing the impact of threats to critical IT assets across different departments and functions in the organization in terms of quantifiable results.
definition: Analyzing the impact of threats to critical IT 资产 across different departments and functions in the organization in terms of quantifiable results. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.3.2
preferred label: 分析 IT 安全 threat impact @zh
domain: management_support
level: 4

Create and maintain IT compliance requirements
type: Concept
type: ProcessNode
source: PCF:8.3.3.3
broader: Control IT risk, compliance, and security
definition: Develop and maintain IT compliance standards. Maintaining requirements set forth by such directives as GRCP, PMI RMP, CGRC, CGEIT, CRMA.
definition: 开发 and maintain IT 合规 standards. Maintaining requirements set forth by such directives as GRCP, PMI RMP, CGRC, CGEIT, CRMA. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.3.3
preferred label: 创建 and maintain IT 合规 requirements @zh
domain: management_support
level: 4

Create and maintain IT security policies, standards, and procedures
type: Concept
type: ProcessNode
source: PCF:8.3.3.4
broader: Control IT risk, compliance, and security
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.3.4
preferred label: 创建 and maintain IT 安全 policies, standards, and procedures @zh
domain: management_support
level: 4

Develop and deploy risk management training
type: Concept
type: ProcessNode
source: PCF:8.3.3.5
broader: Control IT risk, compliance, and security
definition: Develop and implement training in regard to managing IT risks, understanding criticality, impact, and opportunities associated with business objectives.
definition: 开发 and implement 训练 in regard to managing IT 风险s, understanding criticality, impact, and opportunities associated with business objectives. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.3.5
preferred label: 开发 and deploy 风险 management 训练 @zh
domain: management_support
level: 4

Establish risk reporting capabilities and responsibilities
type: Concept
type: ProcessNode
source: PCF:8.3.3.6
broader: Control IT risk, compliance, and security
definition: Establishing processes to communicate IT risk to the organization.
definition: Establishing processes to communicate IT 风险 to the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.3.6
preferred label: 建立 风险 reporting capabilities and responsibilities @zh
domain: management_support
level: 4

Establish communication standards
type: Concept
type: ProcessNode
source: PCF:8.3.3.7
broader: Control IT risk, compliance, and security
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.3.7
preferred label: 建立 communication standards @zh
domain: management_support
level: 4

Conduct IT risk and threat assessments
type: Concept
type: ProcessNode
source: PCF:8.3.3.8
broader: Control IT risk, compliance, and security
definition: Evaluate IT risk and threat assessments by way of IT assets, information security, and breach points within the organization.
definition: 评估 IT 风险 and threat assessments by way of IT 资产, information 安全, and breach points within the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.3.8
preferred label: 开展 IT 风险 and threat assessments @zh
domain: management_support
level: 4

Monitor and manage IT activity risk
type: Concept
type: ProcessNode
source: PCF:8.3.3.9
broader: Control IT risk, compliance, and security
definition: Monitoring and managing risks related to IT adoption within the organization.
definition: 监控 and managing 风险s related to IT adoption within the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.3.9
preferred label: 监控 and manage IT activity 风险 @zh
domain: management_support
level: 4

Evaluate IT continuity
type: Concept
type: ProcessNode
source: PCF:8.3.4.1
broader: Plan and manage IT continuity
definition: Evaluating IT business needs and IT's ability to recover from internal or external threat exposure.
in scheme: O'Process Framework (OPF)
notation: 8.3.4.1
preferred label: 评估 IT continuity @zh
domain: management_support
level: 4

Identify IT continuity gaps
type: Concept
type: ProcessNode
source: PCF:8.3.4.2
broader: Plan and manage IT continuity
definition: Identifying the limitations of the IT organization's ability to remediate disruptions in IT services.
in scheme: O'Process Framework (OPF)
notation: 8.3.4.2
preferred label: 识别 IT continuity gaps @zh
domain: management_support
level: 4

Manage IT business continuity
type: Concept
type: ProcessNode
source: PCF:8.3.4.3
broader: Plan and manage IT continuity
definition: Integrating the disciplines of Emergency Response, Crisis Management, Disaster Recovery (technology continuity) and Business Continuity for IT.
in scheme: O'Process Framework (OPF)
notation: 8.3.4.3
preferred label: 管理 IT business continuity @zh
domain: management_support
level: 4

Assess IT regulatory and confidentiality requirements and policies
type: Concept
type: ProcessNode
source: PCF:8.3.5.1
broader: Develop and manage IT security, privacy, and data protection
definition: Evaluate principles or rules employed in controlling, directing, or managing IT services. Assessing requirements and policies related to confidentiality.
definition: 评估 principles or rules employed in controlling, directing, or managing IT services. Assessing requirements and policies related to confidentiality. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.5.1
preferred label: 评估 IT regulatory and confidentiality requirements and policies @zh
domain: management_support
level: 4

Create IT security, privacy, and data protection risk governance
type: Concept
type: ProcessNode
source: PCF:8.3.5.2
broader: Develop and manage IT security, privacy, and data protection
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.5.2
preferred label: 创建 IT 安全, privacy, and data protection 风险 治理 @zh
domain: management_support
level: 4

Define IT data security and privacy policies, standards, and procedures
type: Concept
type: ProcessNode
source: PCF:8.3.5.3
broader: Develop and manage IT security, privacy, and data protection
definition: Outlining and establishing policies, regulations, standards, and procedures for IT data security and privacy.
definition: Outlining and establishing policies, regulations, standards, and procedures for IT data 安全 and privacy. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.5.3
preferred label: 定义 IT data 安全 and privacy policies, standards, and procedures @zh
domain: management_support
level: 4

Review and monitor physical and logical IT data security measures
type: Concept
type: ProcessNode
source: PCF:8.3.5.4
broader: Develop and manage IT security, privacy, and data protection
definition: Identifying, examining, and reviewing physical and logical IT data security measures such as hardware security (smart cards), cryptographic protocols, and access control.
definition: Identifying, examining, and reviewing physical and logical IT data 安全 measures such as hardware 安全 (smart cards), cryptographic protocols, and access control. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.5.4
preferred label: 审查 and monitor physical and logical IT data 安全 measures @zh
domain: management_support
level: 4

Review and monitor application security controls
type: Concept
type: ProcessNode
source: PCF:8.3.5.5
broader: Develop and manage IT security, privacy, and data protection
definition: Identifying, examining, and reviewing security control for IT applications. Test, analyze, and implement security protocols in order to safeguard IT applications.
definition: Identifying, examining, and reviewing 安全 control for IT applications. 测试, analyze, and implement 安全 protocols in order to safeguard IT applications. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.5.5
preferred label: 审查 and monitor application 安全 controls @zh
domain: management_support
level: 4

Review and monitor IT physical environment security controls
type: Concept
type: ProcessNode
source: PCF:8.3.5.6
broader: Develop and manage IT security, privacy, and data protection
definition: Identifying and examining security controls for physical environment of information technology such as business facilities, equipment, and resources.
definition: Identifying and examining 安全 controls for physical environment of 信息技术 such as business facilities, equipment, and resources. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.5.6
preferred label: 审查 and monitor IT physical environment 安全 controls @zh
domain: management_support
level: 4

Monitor/analyze network intrusion detection data and resolve threats
type: Concept
type: ProcessNode
source: PCF:8.3.5.7
broader: Develop and manage IT security, privacy, and data protection
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.5.7
preferred label: 监控/analyze network intrusion detection data and resolve threats @zh
domain: management_support
level: 4

Conduct projects to enhance IT compliance and remediate risk
type: Concept
type: ProcessNode
source: PCF:8.3.6.1
broader: Conduct and analyze IT compliance assessments
definition: Conducting projects in order to enhance set standards, established guidelines, and risk preventive measures for IT risk and resilience.
definition: Conducting projects in order to enhance set standards, established guidelines, and 风险 preventive measures for IT 风险 and resilience. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.6.1
preferred label: 开展 projects to enhance IT 合规 and remediate 风险 @zh
domain: management_support
level: 4

Conduct IT compliance control auditing of internal and external services
type: Concept
type: ProcessNode
source: PCF:8.3.6.2
broader: Conduct and analyze IT compliance assessments
definition: Examine compliance control systems and tools implemented for internal and external IT services.
definition: Examine 合规 control systems and tools implemented for internal and external IT services. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.6.2
preferred label: 开展 IT 合规 control auditing of internal and external services @zh
domain: management_support
level: 4

Perform IT compliance reporting
type: Concept
type: ProcessNode
source: PCF:8.3.6.3
broader: Conduct and analyze IT compliance assessments
definition: Execute IT compliance reporting in order to review processes, standards, regulations, and laws are followed as laid out by the regulatory bodies.
definition: 执行 IT 合规 reporting in order to review processes, standards, regulations, and laws are followed as laid out by the regulatory bodies. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.6.3
preferred label: Perform IT 合规 reporting @zh
domain: management_support
level: 4

Identify and escalate IT compliance issues and remediation requirements
type: Concept
type: ProcessNode
source: PCF:8.3.6.4
broader: Conduct and analyze IT compliance assessments
definition: Identify and escalate issues related to IT compliance to ensure that corrective measures are taken.
definition: 识别 and escalate issues related to IT 合规 to ensure that corrective measures are taken. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.6.4
preferred label: 识别 and escalate IT 合规 issues and remediation requirements @zh
domain: management_support
level: 4

Support external audits and reports
type: Concept
type: ProcessNode
source: PCF:8.3.6.5
broader: Conduct and analyze IT compliance assessments
definition: Supporting audits and reports through external resources. This process requires the organization to follow all the regulations set forth by external auditors.
in scheme: O'Process Framework (OPF)
notation: 8.3.6.5
domain: management_support
level: 4

Conduct IT resilience improvement projects
type: Concept
type: ProcessNode
source: PCF:8.3.7.1
broader: Develop and execute IT resilience and continuity operations
definition: Conducting projects to improve the strategy and process for rapidly adapting to any threat in IT.
definition: Conducting projects to improve the 战略 and process for rapidly adapting to any threat in IT. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.7.1
preferred label: 开展 IT resilience improvement projects @zh
domain: management_support
level: 4

Develop, document, and maintain IT business continuity planning
type: Concept
type: ProcessNode
source: PCF:8.3.7.2
broader: Develop and execute IT resilience and continuity operations
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.7.2
preferred label: 开发, document, and maintain IT business continuity planning @zh
domain: management_support
level: 4

Implement and enforce change control procedures
type: Concept
type: ProcessNode
source: PCF:8.3.7.3
broader: Develop and execute IT resilience and continuity operations
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.7.3
preferred label: 实施 and enforce 变更 control procedures @zh
domain: management_support
level: 4

Execute recurring IT service provider business continuity
type: Concept
type: ProcessNode
source: PCF:8.3.7.4
broader: Develop and execute IT resilience and continuity operations
definition: Review and implement resources (including external parties) necessary to support uninterrupted operations of critical IT services.
definition: 审查 and implement resources (including external parties) necessary to support uninterrupted operations of critical IT services. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.7.4
preferred label: 执行 recurring IT service provider business continuity @zh
domain: management_support
level: 4

Provide IT resilience training
type: Concept
type: ProcessNode
source: PCF:8.3.7.5
broader: Develop and execute IT resilience and continuity operations
definition: Conduct and manage employee training programs on IT resilience so that prospective risks can be avoided.
definition: 开展 and manage employee 训练 programs on IT resilience so that prospective 风险s can be avoided. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.7.5
preferred label: 提供 IT resilience 训练 @zh
domain: management_support
level: 4

Execute recurring IT business operations continuity
type: Concept
type: ProcessNode
source: PCF:8.3.7.6
broader: Develop and execute IT resilience and continuity operations
definition: Implement regular resources supporting uninterrupted operations of critical IT services.
definition: 实施 regular resources supporting uninterrupted operations of critical IT services. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.7.6
preferred label: 执行 recurring IT business operations continuity @zh
domain: management_support
level: 4

Support integration of identity and authorization policies
type: Concept
type: ProcessNode
source: PCF:8.3.8.1
broader: Manage IT user identity and authorization
definition: Create and implement policies that integrate authorization policies with authorized profiles of users meant to access network resources.
definition: 创建 and implement policies that integrate authorization policies with authorized profiles of users meant to access network resources. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.8.1
domain: management_support
level: 4

Manage IT user directory
type: Concept
type: ProcessNode
source: PCF:8.3.8.2
broader: Manage IT user identity and authorization
definition: Managing directory of user profiles and access requirements across different levels in the organization's IT network.
in scheme: O'Process Framework (OPF)
notation: 8.3.8.2
preferred label: 管理 IT user directory @zh
domain: management_support
level: 4

Manage IT user authorization
type: Concept
type: ProcessNode
source: PCF:8.3.8.3
broader: Manage IT user identity and authorization
definition: Managing the process of authorizing IT users to access applications, systems, IT components, or networks by associating user rights.
in scheme: O'Process Framework (OPF)
notation: 8.3.8.3
preferred label: 管理 IT user authorization @zh
domain: management_support
level: 4

Implement multi-factor authentication (MFA)
type: Concept
type: ProcessNode
source: PCF:8.3.8.4.1
broader: Manage IT user authentication mechanisms
definition: Adopting MFA to ensure secure user authentication across all systems.
in scheme: O'Process Framework (OPF)
notation: 8.3.8.4.1
preferred label: 实施 multi-factor authentication (MFA) @zh
domain: management_support
level: 5

Implement identity federation and single sign-on (SSO)
type: Concept
type: ProcessNode
source: PCF:8.3.8.4.2
broader: Manage IT user authentication mechanisms
definition: Integrating identity federation and SSO solutions to enhance user experience and security.
definition: Integrating identity federation and SSO solutions to enhance user experience and 安全. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.8.4.2
preferred label: 实施 identity federation and single sign-on (SSO) @zh
domain: management_support
level: 5

Audit IT user identity and authorization systems
type: Concept
type: ProcessNode
source: PCF:8.3.8.5
broader: Manage IT user identity and authorization
definition: Examine the processes responsible for reviewing IT user identity and authorization.
in scheme: O'Process Framework (OPF)
notation: 8.3.8.5
preferred label: 审计 IT user identity and authorization systems @zh
domain: management_support
level: 4

Respond to IT information security and network breaches
type: Concept
type: ProcessNode
source: PCF:8.3.8.6
broader: Manage IT user identity and authorization
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.8.6
preferred label: Respond to IT information 安全 and network breaches @zh
domain: management_support
level: 4

Conduct penetration testing
type: Concept
type: ProcessNode
source: PCF:8.3.8.7
broader: Manage IT user identity and authorization
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.8.7
preferred label: 开展 penetration testing @zh
domain: management_support
level: 4

Audit integration of user identity and authorization systems
type: Concept
type: ProcessNode
source: PCF:8.3.8.8
broader: Manage IT user identity and authorization
definition: Reviewing the processes responsible for integration of user identity and access authorization in order to confirm that all the required regulations are followed.
in scheme: O'Process Framework (OPF)
notation: 8.3.8.8
preferred label: 审计 integration of user identity and authorization systems @zh
domain: management_support
level: 4

Define security policies
type: Concept
type: ProcessNode
source: ITIL:V5:Information Security Management
broader: Information Security Management
definition: Activity within ITIL practice 'Information Security Management'.
definition: Activity within ITIL practice 'Information 安全 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.9.1
preferred label: 定义 安全 policies @zh
domain: management_support
level: 4

Manage security incidents
type: Concept
type: ProcessNode
source: ITIL:V5:Information Security Management
broader: Information Security Management
definition: Activity within ITIL practice 'Information Security Management'.
definition: Activity within ITIL practice 'Information 安全 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.9.2
preferred label: 管理 安全 事件s @zh
domain: management_support
level: 4

Conduct security assessments
type: Concept
type: ProcessNode
source: ITIL:V5:Information Security Management
broader: Information Security Management
definition: Activity within ITIL practice 'Information Security Management'.
definition: Activity within ITIL practice 'Information 安全 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.9.3
preferred label: 开展 安全 assessments @zh
domain: management_support
level: 4

Manage access controls
type: Concept
type: ProcessNode
source: ITIL:V5:Information Security Management
broader: Information Security Management
definition: Activity within ITIL practice 'Information Security Management'.
definition: Activity within ITIL practice 'Information 安全 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.9.4
preferred label: 管理 access controls @zh
domain: management_support
level: 4

Establish data, information, and analytic objectives
type: Concept
type: ProcessNode
source: PCF:8.4.1.1
broader: Define business information and analytics strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.4.1.1
preferred label: 建立 data, information, and analytic objectives @zh
domain: management_support
level: 4

Establish data, information, and analytic governance
type: Concept
type: ProcessNode
source: PCF:8.4.1.2
broader: Define business information and analytics strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.4.1.2
preferred label: 建立 data, information, and analytic 治理 @zh
domain: management_support
level: 4

Access IT data/analytic capabilities
type: Concept
type: ProcessNode
source: PCF:8.4.1.3
broader: Define business information and analytics strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.4.1.3
domain: management_support
level: 4

Determine enterprise business information requirements
type: Concept
type: ProcessNode
source: PCF:8.4.2.1
broader: Define and maintain business information architecture
definition: Determining strategies to manage the enterprise wide flow of business information and content. Outline the required architecture for information resources.
definition: Determining strategies to manage the enterprise wide flow of business information and 内容. Outline the required architecture for information resources. @zh
in scheme: O'Process Framework (OPF)
notation: 8.4.2.1
domain: management_support
level: 4

Define enterprise data models
type: Concept
type: ProcessNode
source: PCF:8.4.2.2
broader: Define and maintain business information architecture
definition: Define different ways of representation, usage, and identification of data with independent or interdependent sources across the organization.
definition: 定义 different ways of representation, usage, and identification of data with independent or interdependent sources across the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 8.4.2.2
preferred label: 定义 enterprise data 模型s @zh
domain: management_support
level: 4

Identify and understand external data sources
type: Concept
type: ProcessNode
source: PCF:8.4.2.3
broader: Define and maintain business information architecture
definition: Identifying and understanding external sources of data in relevance of reliability, security, and authenticity.
definition: Identifying and understanding external sources of data in relevance of reliability, 安全, and authenticity. @zh
in scheme: O'Process Framework (OPF)
notation: 8.4.2.3
preferred label: 识别 and understand external data sources @zh
domain: management_support
level: 4

Establish data ownership and stewardship responsibilities
type: Concept
type: ProcessNode
source: PCF:8.4.2.4
broader: Define and maintain business information architecture
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.4.2.4
preferred label: 建立 data ownership and stewardship responsibilities @zh
domain: management_support
level: 4

Maintain and evolve enterprise data and information architecture
type: Concept
type: ProcessNode
source: PCF:8.4.2.5
broader: Define and maintain business information architecture
definition: Creating and maintaining the process of designing, creating, deploying, and managing strategies to maintain enterprise data and information architecture.
in scheme: O'Process Framework (OPF)
notation: 8.4.2.5
preferred label: 维护 and evolve enterprise data and information architecture @zh
domain: management_support
level: 4

Define and maintain enterprise information policies, standards, and procedures
type: Concept
type: ProcessNode
source: PCF:8.4.3.1
broader: Define and execute business information lifecycle planning and control
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.4.3.1
preferred label: 定义 and maintain enterprise information policies, standards, and procedures @zh
domain: management_support
level: 4

Implement and execute data administration responsibilities
type: Concept
type: ProcessNode
source: PCF:8.4.3.2
broader: Define and execute business information lifecycle planning and control
definition: Implementing and executing strategies for processes and technologies that support the collection, managing, and storing of data.
in scheme: O'Process Framework (OPF)
notation: 8.4.3.2
preferred label: 实施 and execute data administration responsibilities @zh
domain: management_support
level: 4

Monitor and control business information
type: Concept
type: ProcessNode
source: PCF:8.4.4.1
broader: Manage business information
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.4.4.1
preferred label: 监控 and control business information @zh
domain: management_support
level: 4

Maintain business information feeds and repositories
type: Concept
type: ProcessNode
source: PCF:8.4.4.2
broader: Manage business information
definition: Maintain information feedstock along with IT hardware and software needed for storage, access, and retrieval of business information.
definition: 维护 information feedstock along with IT hardware and software needed for storage, access, and retrieval of business information. @zh
in scheme: O'Process Framework (OPF)
notation: 8.4.4.2
preferred label: 维护 business information feeds and repositories @zh
domain: management_support
level: 4

Perform internal usage audits
type: Concept
type: ProcessNode
source: PCF:8.4.4.3
broader: Manage business information
definition: Verification of information access and usage through regular reports on organizational performance.
definition: Verification of information access and usage through regular reports on organizational 绩效. @zh
in scheme: O'Process Framework (OPF)
notation: 8.4.4.3
domain: management_support
level: 4

Implement and administer business information access
type: Concept
type: ProcessNode
source: PCF:8.4.4.4
broader: Manage business information
definition: Implement and manage the process for accessing information including issues related to copyright, open source, privacy, and security.
definition: 实施 and manage the process for accessing information including issues related to copyright, open source, privacy, and 安全. @zh
in scheme: O'Process Framework (OPF)
notation: 8.4.4.4
preferred label: 实施 and administer business information access @zh
domain: management_support
level: 4

Determine IT service/solution development
type: Concept
type: ProcessNode
source: PCF:8.5.1.1
broader: Develop service/solution and integration strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.1.1
domain: management_support
level: 4

Define IT service/solution development processes/standards
type: Concept
type: ProcessNode
source: PCF:8.5.1.2
broader: Develop service/solution and integration strategy
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 8.5.1.2
preferred label: 定义 IT service/solution development processes/standards @zh
domain: management_support
level: 4

Identify, deploy, and support development methodologies and tools
type: Concept
type: ProcessNode
source: PCF:8.5.1.3
broader: Develop service/solution and integration strategy
definition: Identifying and implementing techniques and tools for development based on overall value addition to the IT environment.
in scheme: O'Process Framework (OPF)
notation: 8.5.1.3
preferred label: 识别, deploy, and support development methodologies and tools @zh
domain: management_support
level: 4

Establish service component criteria
type: Concept
type: ProcessNode
source: PCF:8.5.1.4
broader: Develop service/solution and integration strategy
definition: Establishing standards for selection of IT service components.
in scheme: O'Process Framework (OPF)
notation: 8.5.1.4
preferred label: 建立 service component criteria @zh
domain: management_support
level: 4

Understand and select reusable service components
type: Concept
type: ProcessNode
source: PCF:8.5.1.5
broader: Develop service/solution and integration strategy
definition: Understanding and selecting reusable service components so that they can be cost-effective and efficient.
in scheme: O'Process Framework (OPF)
notation: 8.5.1.5
domain: management_support
level: 4

Maintain service component portfolio
type: Concept
type: ProcessNode
source: PCF:8.5.1.6
broader: Develop service/solution and integration strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.1.6
preferred label: 维护 service component portfolio @zh
domain: management_support
level: 4

Establish development standards exception governance
type: Concept
type: ProcessNode
source: PCF:8.5.1.7
broader: Develop service/solution and integration strategy
definition: Creating standards and procedures for developing IT services/solutions outside of defined business parameters.
in scheme: O'Process Framework (OPF)
notation: 8.5.1.7
preferred label: 建立 development standards exception 治理 @zh
domain: management_support
level: 4

Monitor and track emerging technology capabilities
type: Concept
type: ProcessNode
source: PCF:8.5.2.1
broader: Manage service/solution lifecycle planning
definition: Perform a systematic investigation to new and future technology capabilities for future upgrades.
in scheme: O'Process Framework (OPF)
notation: 8.5.2.1
preferred label: 监控 and track emerging technology capabilities @zh
domain: management_support
level: 4

Identify IT services/solutions
type: Concept
type: ProcessNode
source: PCF:8.5.2.2
broader: Manage service/solution lifecycle planning
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.2.2
preferred label: 识别 IT services/solutions @zh
domain: management_support
level: 4

Determine IT service/solution approach
type: Concept
type: ProcessNode
source: PCF:8.5.2.3
broader: Manage service/solution lifecycle planning
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 8.5.2.3
domain: management_support
level: 4

Define IT solution lifecycle
type: Concept
type: ProcessNode
source: PCF:8.5.2.4
broader: Manage service/solution lifecycle planning
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.2.4
preferred label: 定义 IT solution lifecycle @zh
domain: management_support
level: 4

Develop IT service/solution "sunset" plans
type: Concept
type: ProcessNode
source: PCF:8.5.2.5
broader: Manage service/solution lifecycle planning
definition: Developing plans to retire IT service/solution resources when the service/solution is no longer feasible.
in scheme: O'Process Framework (OPF)
notation: 8.5.2.5
preferred label: 开发 IT service/solution "sunset" plans @zh
domain: management_support
level: 4

Assess IT application and infrastructure architecture constraints
type: Concept
type: ProcessNode
source: PCF:8.5.3.1
broader: Develop and manage service/solution architecture
definition: Assessing limitations in IT application and infrastructure architecture that may hinder expected performance.
definition: Assessing limitations in IT application and 基础设施 architecture that may hinder expected 绩效. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.3.1
preferred label: 评估 IT application and 基础设施 architecture constraints @zh
domain: management_support
level: 4

Assess business constraints on IT service/solution
type: Concept
type: ProcessNode
source: PCF:8.5.3.2
broader: Develop and manage service/solution architecture
definition: Evaluate business limitations that may hinder IT service/solution performance.
definition: 评估 business limitations that may hinder IT service/solution 绩效. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.3.2
preferred label: 评估 business constraints on IT service/solution @zh
domain: management_support
level: 4

Determine IT component integration requirements
type: Concept
type: ProcessNode
source: PCF:8.5.3.3
broader: Develop and manage service/solution architecture
definition: Determining the requirements to integrate IT components such as hardware, software, database, telecommunication, and network.
in scheme: O'Process Framework (OPF)
notation: 8.5.3.3
domain: management_support
level: 4

Identify opportunities for IT component reuse
type: Concept
type: ProcessNode
source: PCF:8.5.3.4
broader: Develop and manage service/solution architecture
definition: Identification of opportunities for reusing IT components so that they can be cost-effective and efficient.
in scheme: O'Process Framework (OPF)
notation: 8.5.3.4
preferred label: 识别 opportunities for IT component reuse @zh
domain: management_support
level: 4

Promote adoption of existing service/solution architecture
type: Concept
type: ProcessNode
source: PCF:8.5.3.5
broader: Develop and manage service/solution architecture
definition: Encouraging acceptance of existing IT service/solution architecture in the organization.
in scheme: O'Process Framework (OPF)
notation: 8.5.3.5
domain: management_support
level: 4

Develop and maintain service/solution architectures
type: Concept
type: ProcessNode
source: PCF:8.5.3.6
broader: Develop and manage service/solution architecture
definition: Creating and maintaining a services and solutions architecture over a network that can be revised as needed or even eliminated in case of inefficiencies.
in scheme: O'Process Framework (OPF)
notation: 8.5.3.6
preferred label: 开发 and maintain service/solution architectures @zh
domain: management_support
level: 4

Assess IT service/solution architecture conformance
type: Concept
type: ProcessNode
source: PCF:8.5.3.7
broader: Develop and manage service/solution architecture
definition: Assessing functional compliance of the IT service/solution architecture. Safeguard compliance with guidelines for the architecture.
definition: Assessing functional 合规 of the IT service/solution architecture. Safeguard 合规 with guidelines for the architecture. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.3.7
preferred label: 评估 IT service/solution architecture conformance @zh
domain: management_support
level: 4

Manage architectural exceptions
type: Concept
type: ProcessNode
source: PCF:8.5.3.8
broader: Develop and manage service/solution architecture
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 8.5.3.8
preferred label: 管理 architectural exceptions @zh
domain: management_support
level: 4

Assess and validate IT service/solution requirements
type: Concept
type: ProcessNode
source: PCF:8.5.4.1.1
broader: Execute IT service/solution development lifecycle
definition: Evaluating and validating the requirements and needs of IT service/solution.
in scheme: O'Process Framework (OPF)
notation: 8.5.4.1.1
preferred label: 评估 and validate IT service/solution requirements @zh
domain: management_support
level: 5

Create service/solution design
type: Concept
type: ProcessNode
source: PCF:8.5.4.1.2
broader: Execute IT service/solution development lifecycle
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.4.1.2
preferred label: 创建 service/solution design @zh
domain: management_support
level: 5

Build and test IT service/solution components
type: Concept
type: ProcessNode
source: PCF:8.5.4.1.3
broader: Execute IT service/solution development lifecycle
definition: Building and testing new components required for the development of IT services and solutions.
in scheme: O'Process Framework (OPF)
notation: 8.5.4.1.3
preferred label: 构建 and test IT service/solution components @zh
domain: management_support
level: 5

Integrate IT components and services
type: Concept
type: ProcessNode
source: PCF:8.5.4.1.4
broader: Execute IT service/solution development lifecycle
definition: Combining the newly built IT component along with IT services in order to gain optimum output.
in scheme: O'Process Framework (OPF)
notation: 8.5.4.1.4
domain: management_support
level: 5

Execute IT service/solution validation
type: Concept
type: ProcessNode
source: PCF:8.5.4.1.5
broader: Execute IT service/solution development lifecycle
definition: Validating that the proposed IT service/solution is feasible and provides the needed services for the customer.
in scheme: O'Process Framework (OPF)
notation: 8.5.4.1.5
preferred label: 执行 IT service/solution validation @zh
domain: management_support
level: 5

Bundle service/solution deployment packaging
type: Concept
type: ProcessNode
source: PCF:8.5.4.1.6
broader: Execute IT service/solution development lifecycle
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.4.1.6
preferred label: Bundle service/solution 部署 packaging @zh
domain: management_support
level: 5

Manage service/solution process exceptions
type: Concept
type: ProcessNode
source: PCF:8.5.4.1.7
broader: Execute IT service/solution development lifecycle
definition: Identifying and resolving internal needs/inquiries for service/solution that cannot be resolved immediately. Research inquiries that require the need of exceptional solutions.
in scheme: O'Process Framework (OPF)
notation: 8.5.4.1.7
preferred label: 管理 service/solution process exceptions @zh
domain: management_support
level: 5

Assess IT remediation
type: Concept
type: ProcessNode
source: PCF:8.5.5.1.1
broader: Execute IT service/solution maintenance lifecycle
definition: Evaluate plans to address information technology environmental adulteration for rectification efforts.
definition: 评估 plans to address 信息技术 environmental adulteration for rectification efforts. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.5.1.1
preferred label: 评估 IT remediation @zh
domain: management_support
level: 5

Modify service/solution design
type: Concept
type: ProcessNode
source: PCF:8.5.5.1.2
broader: Execute IT service/solution maintenance lifecycle
definition: Redesign the roadmap to seek solution or service with an overall process flow and impact timeframe.
in scheme: O'Process Framework (OPF)
notation: 8.5.5.1.2
domain: management_support
level: 5

Perform IT service/solution remediation
type: Concept
type: ProcessNode
source: PCF:8.5.5.1.3
broader: Execute IT service/solution maintenance lifecycle
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 8.5.5.1.3
domain: management_support
level: 5

Manage service/solution operations
type: Concept
type: ProcessNode
source: PCF:8.5.5.1.4
broader: Execute IT service/solution maintenance lifecycle
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.5.1.4
preferred label: 管理 service/solution operations @zh
domain: management_support
level: 5

Prepare fixed/enhanced service/solution packaging
type: Concept
type: ProcessNode
source: PCF:8.5.5.1.5
broader: Execute IT service/solution maintenance lifecycle
definition: Developing packaging for fixed/enhanced service/solution based on the standalone or bundled offerings to be used by the organization.
in scheme: O'Process Framework (OPF)
notation: 8.5.5.1.5
preferred label: 准备 fixed/enhanced service/solution packaging @zh
domain: management_support
level: 5

Design service architecture
type: Concept
type: ProcessNode
source: ITIL:V5:Service Design
broader: Service Design
definition: Activity within ITIL practice 'Service Design'.
definition: Activity within ITIL practice 'Service 设计'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.6.1
preferred label: 设计 service architecture @zh
domain: management_support
level: 4

Define service requirements
type: Concept
type: ProcessNode
source: ITIL:V5:Service Design
broader: Service Design
definition: Activity within ITIL practice 'Service Design'.
definition: Activity within ITIL practice 'Service 设计'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.6.2
preferred label: 定义 service requirements @zh
domain: management_support
level: 4

Plan service transitions
type: Concept
type: ProcessNode
source: ITIL:V5:Service Design
broader: Service Design
definition: Activity within ITIL practice 'Service Design'.
definition: Activity within ITIL practice 'Service 设计'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.6.3
preferred label: 规划 service transitions @zh
domain: management_support
level: 4

Manage development lifecycle
type: Concept
type: ProcessNode
source: ITIL:V5:Software Development and Management
broader: Software Development and Management
definition: Activity within ITIL practice 'Software Development and Management'.
in scheme: O'Process Framework (OPF)
notation: 8.5.7.1
preferred label: 管理 development lifecycle @zh
domain: management_support
level: 4

Implement coding standards
type: Concept
type: ProcessNode
source: ITIL:V5:Software Development and Management
broader: Software Development and Management
definition: Activity within ITIL practice 'Software Development and Management'.
in scheme: O'Process Framework (OPF)
notation: 8.5.7.2
preferred label: 实施 coding standards @zh
domain: management_support
level: 4

Manage technical debt
type: Concept
type: ProcessNode
source: ITIL:V5:Software Development and Management
broader: Software Development and Management
definition: Activity within ITIL practice 'Software Development and Management'.
in scheme: O'Process Framework (OPF)
notation: 8.5.7.3
preferred label: 管理 technical debt @zh
domain: management_support
level: 4

Assess IT deployment business impact
type: Concept
type: ProcessNode
source: PCF:8.6.1.1
broader: Develop and manage service/solution deployment strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.1.1
preferred label: 评估 IT 部署 business impact @zh
domain: management_support
level: 4

Establish IT deployment policies
type: Concept
type: ProcessNode
source: PCF:8.6.1.2
broader: Develop and manage service/solution deployment strategy
definition: Defining deployment policies regarding IT services and solutions to allow employees to plan accordingly. Reduce the negative impact to the user community.
definition: Defining 部署 policies regarding IT services and solutions to allow employees to plan accordingly. Reduce the negative impact to the user community. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.1.2
preferred label: 建立 IT 部署 policies @zh
domain: management_support
level: 4

Define and create deployment procedure workflow
type: Concept
type: ProcessNode
source: PCF:8.6.1.3
broader: Develop and manage service/solution deployment strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.1.3
preferred label: 定义 and create 部署 procedure 工作流 @zh
domain: management_support
level: 4

Define IT change/release standards
type: Concept
type: ProcessNode
source: PCF:8.6.1.4
broader: Develop and manage service/solution deployment strategy
definition: Establishing guidelines for the changed/released IT services and solutions to meet business objectives with optimum utilization.
definition: Establishing guidelines for the 变更d/发布d IT services and solutions to meet business objectives with optimum utilization. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.1.4
preferred label: 定义 IT 变更/发布 standards @zh
domain: management_support
level: 4

Assign deployment approval responsibilities
type: Concept
type: ProcessNode
source: PCF:8.6.1.5
broader: Develop and manage service/solution deployment strategy
definition: Coordinating development approval responsibilities based on defined change standards.
definition: Coordinating development approval responsibilities based on defined 变更 standards. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.1.5
preferred label: Assign 部署 approval responsibilities @zh
domain: management_support
level: 4

Analyze deployments outcomes
type: Concept
type: ProcessNode
source: PCF:8.6.1.6
broader: Develop and manage service/solution deployment strategy
definition: Evaluating the impact (pros and cons) of IT services deployment.
definition: Evaluating the impact (pros and cons) of IT services 部署. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.1.6
preferred label: 分析 部署s outcomes @zh
domain: management_support
level: 4

Plan deployment approaches
type: Concept
type: ProcessNode
source: ITIL:V5:Deployment Management
broader: Deployment Management
definition: Activity within ITIL practice 'Deployment Management'.
definition: Activity within ITIL practice '部署 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.10.1
preferred label: 规划 部署 approaches @zh
domain: management_support
level: 4

Execute deployments to environments
type: Concept
type: ProcessNode
source: ITIL:V5:Deployment Management
broader: Deployment Management
definition: Activity within ITIL practice 'Deployment Management'.
definition: Activity within ITIL practice '部署 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.10.2
preferred label: 执行 部署s to environments @zh
domain: management_support
level: 4

Manage deployment automation
type: Concept
type: ProcessNode
source: ITIL:V5:Deployment Management
broader: Deployment Management
definition: Activity within ITIL practice 'Deployment Management'.
definition: Activity within ITIL practice '部署 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.10.3
preferred label: 管理 部署 自动化 @zh
domain: management_support
level: 4

Assess IT deployment risk
type: Concept
type: ProcessNode
source: PCF:8.6.2.1
broader: Plan service and solution implementation
definition: Accessing threats and potential failures related to the deployment of IT services/solutions.
definition: Accessing threats and potential failures related to the 部署 of IT services/solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.2.1
preferred label: 评估 IT 部署 风险 @zh
domain: management_support
level: 4

Define implementation schedule and roll-out sequence
type: Concept
type: ProcessNode
source: PCF:8.6.2.2
broader: Plan service and solution implementation
definition: Defining the schedule for implementation of change. Plan and carry out a process or procedure to implement the predefined changes.
definition: Defining the schedule for implementation of 变更. 规划 and carry out a process or procedure to implement the predefined 变更s. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.2.2
preferred label: 定义 implementation schedule and roll-out sequence @zh
domain: management_support
level: 4

Determine implementation requirements
type: Concept
type: ProcessNode
source: PCF:8.6.2.3
broader: Plan service and solution implementation
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.2.3
domain: management_support
level: 4

Plan and align user testing and resources
type: Concept
type: ProcessNode
source: PCF:8.6.2.4
broader: Plan service and solution implementation
definition: Plan methodologies and align resources for user testing of IT deployment.
definition: 规划 methodologies and align resources for user testing of IT 部署. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.2.4
preferred label: 规划 and align user testing and resources @zh
domain: management_support
level: 4

Develop IT training
type: Concept
type: ProcessNode
source: PCF:8.6.2.5
broader: Plan service and solution implementation
definition: Create and manage employee training programs by considering the need and availability of these programs. Manage all aspects related to the training programs.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.2.5
preferred label: 开发 IT 训练 @zh
domain: management_support
level: 4

Create implementation communications
type: Concept
type: ProcessNode
source: PCF:8.6.2.6
broader: Plan service and solution implementation
definition: Coordinating change implementation in IT services and solutions communications with employees and stakeholders.
definition: Coordinating 变更 implementation in IT services and solutions communications with employees and stakeholders. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.2.6
preferred label: 创建 implementation communications @zh
domain: management_support
level: 4

Manage IT roll-back procedures
type: Concept
type: ProcessNode
source: PCF:8.6.2.7
broader: Plan service and solution implementation
definition: Managing procedures to return to initial pre-deployment stage or previous state from current environment.
definition: Managing procedures to return to initial pre-部署 stage or previous state from current environment. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.2.7
preferred label: 管理 IT roll-back procedures @zh
domain: management_support
level: 4

Asses IT change/release impact
type: Concept
type: ProcessNode
source: PCF:8.6.3.1
broader: Manage change deployment control
definition: Evaluating the impact of IT change/release on the business.
definition: Evaluating the impact of IT 变更/发布 on the business. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.3.1
preferred label: Asses IT 变更/发布 impact @zh
domain: management_support
level: 4

Confirm change/release compliance
type: Concept
type: ProcessNode
source: PCF:8.6.3.2
broader: Manage change deployment control
definition: Ensure that change/release meets change guidelines set by the organization.
definition: Ensure that 变更/发布 meets 变更 guidelines set by the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.3.2
preferred label: Confirm 变更/发布 合规 @zh
domain: management_support
level: 4

Assess IT change/release risk
type: Concept
type: ProcessNode
source: PCF:8.6.3.3
broader: Manage change deployment control
definition: Evaluating for any kind of risks or threats which could be caused due to IT change/release deployment.
definition: Evaluating for any kind of 风险s or threats which could be caused due to IT 变更/发布 部署. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.3.3
preferred label: 评估 IT 变更/发布 风险 @zh
domain: management_support
level: 4

Consolidate IT change
type: Concept
type: ProcessNode
source: PCF:8.6.3.4
broader: Manage change deployment control
definition: Integrate all forms of changes in IT in order to make more efficient use of resources and down time, and optimizing results.
definition: Integrate all forms of 变更s in IT in order to make more efficient use of resources and down time, and optimizing results. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.3.4
preferred label: Consolidate IT 变更 @zh
domain: management_support
level: 4

Create and communicate deployment schedule
type: Concept
type: ProcessNode
source: PCF:8.6.3.5
broader: Manage change deployment control
definition: Defining and communicating the schedule for implementation to related stakeholders and functions.
in scheme: O'Process Framework (OPF)
notation: 8.6.3.5
preferred label: 创建 and communicate 部署 schedule @zh
domain: management_support
level: 4

Approve change/release deployment
type: Concept
type: ProcessNode
source: PCF:8.6.3.6
broader: Manage change deployment control
definition: Permitting for the change/release deployment. Approve deployment based on the evaluation of business impact due to change/release.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.3.6
preferred label: Approve 变更/发布 部署 @zh
domain: management_support
level: 4

Document IT change/release outcome
type: Concept
type: ProcessNode
source: PCF:8.6.3.7
broader: Manage change deployment control
definition: Recording outcomes related to the change/release deployment.
definition: Recording outcomes related to the 变更/发布 部署. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.3.7
preferred label: Document IT 变更/发布 outcome @zh
domain: management_support
level: 4

Confirm hardware/software operational status
type: Concept
type: ProcessNode
source: PCF:8.6.4.1
broader: Implement technology solutions
definition: Confirm if hardware/software are operating as per the expectation.
in scheme: O'Process Framework (OPF)
notation: 8.6.4.1
domain: management_support
level: 4

Confirm operational availability
type: Concept
type: ProcessNode
source: PCF:8.6.4.2
broader: Implement technology solutions
definition: Confirm if operational activities of IT services could be performed.
in scheme: O'Process Framework (OPF)
notation: 8.6.4.2
preferred label: Confirm operational 可用性 @zh
domain: management_support
level: 4

Execute internal IT implementation plan
type: Concept
type: ProcessNode
source: PCF:8.6.4.3
broader: Implement technology solutions
definition: Executing IT implementation plan to make the IT services and solutions available for internal use.
in scheme: O'Process Framework (OPF)
notation: 8.6.4.3
preferred label: 执行 internal IT implementation plan @zh
domain: management_support
level: 4

Confirm implementation completion
type: Concept
type: ProcessNode
source: PCF:8.6.4.4
broader: Implement technology solutions
definition: Confirming the completion of IT implementation.
in scheme: O'Process Framework (OPF)
notation: 8.6.4.4
domain: management_support
level: 4

Implement software change/release
type: Concept
type: ProcessNode
source: PCF:8.6.4.5
broader: Implement technology solutions
definition: Executing changes in software and services as per change/release schedule.
definition: Executing 变更s in software and services as per 变更/发布 schedule. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.4.5
preferred label: 实施 software 变更/发布 @zh
domain: management_support
level: 4

Perform post-installation testing
type: Concept
type: ProcessNode
source: PCF:8.6.4.6
broader: Implement technology solutions
definition: Perform testing after installation to confirm expected performance is met.
definition: Perform testing after installation to confirm expected 绩效 is met. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.4.6
domain: management_support
level: 4

Distribute software components network-wide
type: Concept
type: ProcessNode
source: PCF:8.6.4.7
broader: Implement technology solutions
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.4.7
domain: management_support
level: 4

Verify change/release implementation success
type: Concept
type: ProcessNode
source: PCF:8.6.4.8
broader: Implement technology solutions
definition: Confirming that the release has met expectations.
definition: Confirming that the 发布 has met expectations. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.4.8
preferred label: 验证 变更/发布 implementation success @zh
domain: management_support
level: 4

Execute roll-back plan
type: Concept
type: ProcessNode
source: PCF:8.6.4.9
broader: Implement technology solutions
definition: Execution of plan to return to the previous operating state if the change/release impedes operational expectations.
definition: Execution of plan to return to the previous operating state if the 变更/发布 impedes operational expectations. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.4.9
preferred label: 执行 roll-back plan @zh
domain: management_support
level: 4

Conduct IT training
type: Concept
type: ProcessNode
source: PCF:8.6.5.1
broader: Perform service and solution rollout
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.5.1
preferred label: 开展 IT 训练 @zh
domain: management_support
level: 4

Prepare and distribute service/solution communications
type: Concept
type: ProcessNode
source: PCF:8.6.5.2
broader: Perform service and solution rollout
definition: Coordinating communications regarding the changes in IT services and solutions with employees in the organization.
definition: Coordinating communications regarding the 变更s in IT services and solutions with employees in the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.5.2
preferred label: 准备 and distribute service/solution communications @zh
domain: management_support
level: 4

Support organizational changes
type: Concept
type: ProcessNode
source: PCF:8.6.5.3
broader: Perform service and solution rollout
definition: Creating a strategy for providing support for organizational changes. Providing support to users of IT services and solutions.
definition: Creating a 战略 for providing support for organizational 变更s. Providing support to users of IT services and solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.5.3
preferred label: Support organizational 变更s @zh
domain: management_support
level: 4

Execute rollout plans
type: Concept
type: ProcessNode
source: PCF:8.6.5.4
broader: Perform service and solution rollout
definition: Executing a plan for introducing the IT services and solutions to the organization's end user base.
in scheme: O'Process Framework (OPF)
notation: 8.6.5.4
preferred label: 执行 rollout plans @zh
domain: management_support
level: 4

Provide rollout support
type: Concept
type: ProcessNode
source: PCF:8.6.5.5
broader: Perform service and solution rollout
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.5.5
preferred label: 提供 rollout support @zh
domain: management_support
level: 4

Manage rollout support capabilities
type: Concept
type: ProcessNode
source: PCF:8.6.5.6
broader: Perform service and solution rollout
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.5.6
preferred label: 管理 rollout support capabilities @zh
domain: management_support
level: 4

Monitor and record rollout issues
type: Concept
type: ProcessNode
source: PCF:8.6.5.7
broader: Perform service and solution rollout
definition: Track and record any issues being faced due to rollout. Define methodology of assessment for measuring and monitoring issues.
definition: 跟踪 and record any issues being faced due to rollout. 定义 methodology of assessment for measuring and 监控 issues. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.5.7
preferred label: 监控 and record rollout issues @zh
domain: management_support
level: 4

Assess change requests
type: Concept
type: ProcessNode
source: ITIL:V5:Change Enablement
broader: Change Enablement
definition: Activity within ITIL practice 'Change Enablement'.
definition: Activity within ITIL practice '变更 Enablement'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.6.1
preferred label: 评估 变更 requests @zh
domain: management_support
level: 4

Authorize changes
type: Concept
type: ProcessNode
source: ITIL:V5:Change Enablement
broader: Change Enablement
definition: Activity within ITIL practice 'Change Enablement'.
definition: Activity within ITIL practice '变更 Enablement'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.6.2
preferred label: Authorize 变更s @zh
domain: management_support
level: 4

Coordinate change implementation
type: Concept
type: ProcessNode
source: ITIL:V5:Change Enablement
broader: Change Enablement
definition: Activity within ITIL practice 'Change Enablement'.
definition: Activity within ITIL practice '变更 Enablement'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.6.3
preferred label: 协调 变更 implementation @zh
domain: management_support
level: 4

Review post-implementation
type: Concept
type: ProcessNode
source: ITIL:V5:Change Enablement
broader: Change Enablement
definition: Activity within ITIL practice 'Change Enablement'.
definition: Activity within ITIL practice '变更 Enablement'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.6.4
preferred label: 审查 post-implementation @zh
domain: management_support
level: 4

Plan releases
type: Concept
type: ProcessNode
source: ITIL:V5:Release Management
broader: Release Management
definition: Activity within ITIL practice 'Release Management'.
definition: Activity within ITIL practice '发布 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.7.1
preferred label: 规划 发布s @zh
domain: management_support
level: 4

Build and test release packages
type: Concept
type: ProcessNode
source: ITIL:V5:Release Management
broader: Release Management
definition: Activity within ITIL practice 'Release Management'.
definition: Activity within ITIL practice '发布 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.7.2
preferred label: 构建 and test 发布 packages @zh
domain: management_support
level: 4

Deploy releases
type: Concept
type: ProcessNode
source: ITIL:V5:Release Management
broader: Release Management
definition: Activity within ITIL practice 'Release Management'.
definition: Activity within ITIL practice '发布 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.7.3
preferred label: 部署 发布s @zh
domain: management_support
level: 4

Review release outcomes
type: Concept
type: ProcessNode
source: ITIL:V5:Release Management
broader: Release Management
definition: Activity within ITIL practice 'Release Management'.
definition: Activity within ITIL practice '发布 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.7.4
preferred label: 审查 发布 outcomes @zh
domain: management_support
level: 4

Plan test strategy
type: Concept
type: ProcessNode
source: ITIL:V5:Service Validation and Testing
broader: Service Validation and Testing
definition: Activity within ITIL practice 'Service Validation and Testing'.
in scheme: O'Process Framework (OPF)
notation: 8.6.8.1
preferred label: 规划 test 战略 @zh
domain: management_support
level: 4

Execute service tests
type: Concept
type: ProcessNode
source: ITIL:V5:Service Validation and Testing
broader: Service Validation and Testing
definition: Activity within ITIL practice 'Service Validation and Testing'.
in scheme: O'Process Framework (OPF)
notation: 8.6.8.2
preferred label: 执行 service tests @zh
domain: management_support
level: 4

Validate service requirements
type: Concept
type: ProcessNode
source: ITIL:V5:Service Validation and Testing
broader: Service Validation and Testing
definition: Activity within ITIL practice 'Service Validation and Testing'.
in scheme: O'Process Framework (OPF)
notation: 8.6.8.3
preferred label: 验证 service requirements @zh
domain: management_support
level: 4

Maintain configuration items
type: Concept
type: ProcessNode
source: ITIL:V5:Service Configuration Management
broader: Service Configuration Management
definition: Activity within ITIL practice 'Service Configuration Management'.
definition: Activity within ITIL practice 'Service 配置 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.9.1
preferred label: 维护 配置 items @zh
domain: management_support
level: 4

Control configuration changes
type: Concept
type: ProcessNode
source: ITIL:V5:Service Configuration Management
broader: Service Configuration Management
definition: Activity within ITIL practice 'Service Configuration Management'.
definition: Activity within ITIL practice 'Service 配置 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.9.2
preferred label: 控制 配置 变更s @zh
domain: management_support
level: 4

Verify configuration accuracy
type: Concept
type: ProcessNode
source: ITIL:V5:Service Configuration Management
broader: Service Configuration Management
definition: Activity within ITIL practice 'Service Configuration Management'.
definition: Activity within ITIL practice 'Service 配置 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.9.3
preferred label: 验证 配置 accuracy @zh
domain: management_support
level: 4

Assess business objectives and IT service delivery
type: Concept
type: ProcessNode
source: PCF:8.7.1.1
broader: Define and establish service delivery strategy
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 8.7.1.1
preferred label: 评估 business objectives and IT service delivery @zh
domain: management_support
level: 4

Define IT service delivery portfolio
type: Concept
type: ProcessNode
source: PCF:8.7.1.2
broader: Define and establish service delivery strategy
definition: Creating and establishing a repository of IT service delivery offerings.
in scheme: O'Process Framework (OPF)
notation: 8.7.1.2
preferred label: 定义 IT service delivery portfolio @zh
domain: management_support
level: 4

Create and maintain IT service delivery model
type: Concept
type: ProcessNode
source: PCF:8.7.1.3
broader: Define and establish service delivery strategy
definition: Design and maintaining an IT service delivery model that defines the processes and procedures needed to deliver the IT services and solutions.
definition: 设计 and maintaining an IT service delivery 模型 that defines the processes and procedures needed to deliver the IT services and solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.1.3
preferred label: 创建 and maintain IT service delivery 模型 @zh
domain: management_support
level: 4

Determine IT service delivery locations and activities
type: Concept
type: ProcessNode
source: PCF:8.7.1.4
broader: Define and establish service delivery strategy
definition: Determining locations and types of IT services and solutions which need to be delivered.
in scheme: O'Process Framework (OPF)
notation: 8.7.1.4
domain: management_support
level: 4

Define IT service delivery sourcing strategy
type: Concept
type: ProcessNode
source: PCF:8.7.1.5
broader: Define and establish service delivery strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.1.5
preferred label: 定义 IT service delivery sourcing 战略 @zh
domain: management_support
level: 4

Plan availability requirements
type: Concept
type: ProcessNode
source: ITIL:V5:Availability Management
broader: Availability Management
definition: Activity within ITIL practice 'Availability Management'.
definition: Activity within ITIL practice '可用性 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.10.1
preferred label: 规划 可用性 requirements @zh
domain: management_support
level: 4

Monitor system availability
type: Concept
type: ProcessNode
source: ITIL:V5:Availability Management
broader: Availability Management
definition: Activity within ITIL practice 'Availability Management'.
definition: Activity within ITIL practice '可用性 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.10.2
preferred label: 监控 system 可用性 @zh
domain: management_support
level: 4

Optimize availability and resilience
type: Concept
type: ProcessNode
source: ITIL:V5:Availability Management
broader: Availability Management
definition: Activity within ITIL practice 'Availability Management'.
definition: Activity within ITIL practice '可用性 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.10.3
preferred label: 优化 可用性 and resilience @zh
domain: management_support
level: 4

Forecast capacity demands
type: Concept
type: ProcessNode
source: ITIL:V5:Capacity and Performance Management
broader: Capacity and Performance Management
definition: Activity within ITIL practice 'Capacity and Performance Management'.
definition: Activity within ITIL practice '容量 and 绩效 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.11.1
preferred label: 预测 容量 demands @zh
domain: management_support
level: 4

Monitor performance baselines
type: Concept
type: ProcessNode
source: ITIL:V5:Capacity and Performance Management
broader: Capacity and Performance Management
definition: Activity within ITIL practice 'Capacity and Performance Management'.
definition: Activity within ITIL practice '容量 and 绩效 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.11.2
preferred label: 监控 绩效 baselines @zh
domain: management_support
level: 4

Plan capacity optimization
type: Concept
type: ProcessNode
source: ITIL:V5:Capacity and Performance Management
broader: Capacity and Performance Management
definition: Activity within ITIL practice 'Capacity and Performance Management'.
definition: Activity within ITIL practice '容量 and 绩效 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.11.3
preferred label: 规划 容量 optimization @zh
domain: management_support
level: 4

Define monitoring strategy
type: Concept
type: ProcessNode
source: ITIL:V5:Monitoring and Event Management
broader: Monitoring and Event Management
definition: Activity within ITIL practice 'Monitoring and Event Management'.
definition: Activity within ITIL practice '监控 and Event Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.12.1
preferred label: 定义 监控 战略 @zh
domain: management_support
level: 4

Detect and classify events
type: Concept
type: ProcessNode
source: ITIL:V5:Monitoring and Event Management
broader: Monitoring and Event Management
definition: Activity within ITIL practice 'Monitoring and Event Management'.
definition: Activity within ITIL practice '监控 and Event Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.12.2
domain: management_support
level: 4

Correlate and respond to events
type: Concept
type: ProcessNode
source: ITIL:V5:Monitoring and Event Management
broader: Monitoring and Event Management
definition: Activity within ITIL practice 'Monitoring and Event Management'.
definition: Activity within ITIL practice '监控 and Event Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.12.3
domain: management_support
level: 4

Automate event handling
type: Concept
type: ProcessNode
source: ITIL:V5:Monitoring and Event Management
broader: Monitoring and Event Management
definition: Activity within ITIL practice 'Monitoring and Event Management'.
definition: Activity within ITIL practice '监控 and Event Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.12.4
preferred label: 自动化 event handling @zh
domain: management_support
level: 4

Detect and log incidents
type: Concept
type: ProcessNode
source: ITIL:V5:Incident Management
broader: Incident Management
definition: Activity within ITIL practice 'Incident Management'.
definition: Activity within ITIL practice '事件 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.13.1
preferred label: Detect and log 事件s @zh
domain: management_support
level: 4

Classify and prioritize
type: Concept
type: ProcessNode
source: ITIL:V5:Incident Management
broader: Incident Management
definition: Activity within ITIL practice 'Incident Management'.
definition: Activity within ITIL practice '事件 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.13.2
domain: management_support
level: 4

Investigate and diagnose
type: Concept
type: ProcessNode
source: ITIL:V5:Incident Management
broader: Incident Management
definition: Activity within ITIL practice 'Incident Management'.
definition: Activity within ITIL practice '事件 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.13.3
domain: management_support
level: 4

Resolve and recover
type: Concept
type: ProcessNode
source: ITIL:V5:Incident Management
broader: Incident Management
definition: Activity within ITIL practice 'Incident Management'.
definition: Activity within ITIL practice '事件 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.13.4
preferred label: 解决 and recover @zh
domain: management_support
level: 4

Close and review incidents
type: Concept
type: ProcessNode
source: ITIL:V5:Incident Management
broader: Incident Management
definition: Activity within ITIL practice 'Incident Management'.
definition: Activity within ITIL practice '事件 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.13.5
preferred label: 关闭 and review 事件s @zh
domain: management_support
level: 4

Identify and log problems
type: Concept
type: ProcessNode
source: ITIL:V5:Problem Management
broader: Problem Management
definition: Activity within ITIL practice 'Problem Management'.
definition: Activity within ITIL practice '问题 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.14.1
preferred label: 识别 and log 问题s @zh
domain: management_support
level: 4

Investigate root causes
type: Concept
type: ProcessNode
source: ITIL:V5:Problem Management
broader: Problem Management
definition: Activity within ITIL practice 'Problem Management'.
definition: Activity within ITIL practice '问题 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.14.2
domain: management_support
level: 4

Implement workarounds
type: Concept
type: ProcessNode
source: ITIL:V5:Problem Management
broader: Problem Management
definition: Activity within ITIL practice 'Problem Management'.
definition: Activity within ITIL practice '问题 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.14.3
preferred label: 实施 workarounds @zh
domain: management_support
level: 4

Resolve known errors
type: Concept
type: ProcessNode
source: ITIL:V5:Problem Management
broader: Problem Management
definition: Activity within ITIL practice 'Problem Management'.
definition: Activity within ITIL practice '问题 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.14.4
preferred label: 解决 known errors @zh
domain: management_support
level: 4

Receive and categorize requests
type: Concept
type: ProcessNode
source: ITIL:V5:Service Request Management
broader: Service Request Management
definition: Activity within ITIL practice 'Service Request Management'.
in scheme: O'Process Framework (OPF)
notation: 8.7.15.1
preferred label: 接收 and categorize requests @zh
domain: management_support
level: 4

Fulfill service requests
type: Concept
type: ProcessNode
source: ITIL:V5:Service Request Management
broader: Service Request Management
definition: Activity within ITIL practice 'Service Request Management'.
in scheme: O'Process Framework (OPF)
notation: 8.7.15.2
preferred label: 履约 service requests @zh
domain: management_support
level: 4

Track and close requests
type: Concept
type: ProcessNode
source: ITIL:V5:Service Request Management
broader: Service Request Management
definition: Activity within ITIL practice 'Service Request Management'.
in scheme: O'Process Framework (OPF)
notation: 8.7.15.3
preferred label: 跟踪 and close requests @zh
domain: management_support
level: 4

Manage user communications
type: Concept
type: ProcessNode
source: ITIL:V5:Service Desk
broader: Service Desk
definition: Activity within ITIL practice 'Service Desk'.
in scheme: O'Process Framework (OPF)
notation: 8.7.16.1
preferred label: 管理 user communications @zh
domain: management_support
level: 4

Triage and route requests
type: Concept
type: ProcessNode
source: ITIL:V5:Service Desk
broader: Service Desk
definition: Activity within ITIL practice 'Service Desk'.
in scheme: O'Process Framework (OPF)
notation: 8.7.16.2
domain: management_support
level: 4

Provide first-contact resolution
type: Concept
type: ProcessNode
source: ITIL:V5:Service Desk
broader: Service Desk
definition: Activity within ITIL practice 'Service Desk'.
in scheme: O'Process Framework (OPF)
notation: 8.7.16.3
preferred label: 提供 first-contact resolution @zh
domain: management_support
level: 4

Assess business objectives and IT service support delivery
type: Concept
type: ProcessNode
source: PCF:8.7.2.1
broader: Define and develop service support strategy
definition: Assessing the goals of IT service support delivery and how it aligns to contribute to the overall business objectives.
in scheme: O'Process Framework (OPF)
notation: 8.7.2.1
preferred label: 评估 business objectives and IT service support delivery @zh
domain: management_support
level: 4

Define IT service support portfolio
type: Concept
type: ProcessNode
source: PCF:8.7.2.2
broader: Define and develop service support strategy
definition: 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).
in scheme: O'Process Framework (OPF)
notation: 8.7.2.2
preferred label: 定义 IT service support portfolio @zh
domain: management_support
level: 4

Create and maintain IT support model
type: Concept
type: ProcessNode
source: PCF:8.7.2.3
broader: Define and develop service support strategy
definition: Design and maintaining an IT support model that defines the processes and procedures needed to support users of IT services and solutions.
definition: 设计 and maintaining an IT support 模型 that defines the processes and procedures needed to support users of IT services and solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.2.3
preferred label: 创建 and maintain IT support 模型 @zh
domain: management_support
level: 4

Develop IT support service sourcing strategy
type: Concept
type: ProcessNode
source: PCF:8.7.2.4
broader: Define and develop service support strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.2.4
preferred label: 开发 IT support service sourcing 战略 @zh
domain: management_support
level: 4

Establish support service framework
type: Concept
type: ProcessNode
source: PCF:8.7.2.5
broader: Define and develop service support strategy
definition: Creating an agenda for the rules and regulations of support service that deal with providing support to users of IT services and solutions.
in scheme: O'Process Framework (OPF)
notation: 8.7.2.5
preferred label: 建立 support service framework @zh
domain: management_support
level: 4

Provide service support tools and technology
type: Concept
type: ProcessNode
source: PCF:8.7.2.6
broader: Define and develop service support strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.2.6
preferred label: 提供 service support tools and technology @zh
domain: management_support
level: 4

Schedule service delivery resources
type: Concept
type: ProcessNode
source: PCF:8.7.3.1.1
broader: Plan operational activities for IT service delivery
definition: Scheduling resources to provide service delivery to IT users. Ensure design, development, deployment, and operations are aligned with the business objectives.
definition: Scheduling resources to provide service delivery to IT users. Ensure design, development, 部署, and operations are aligned with the business objectives. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.3.1.1
preferred label: 调度 service delivery resources @zh
domain: management_support
level: 5

Maintain/optimize batch job schedule
type: Concept
type: ProcessNode
source: PCF:8.7.3.1.2
broader: Plan operational activities for IT service delivery
definition: Maintaining and scheduling batch jobs to run in the background at a certain date and time.
in scheme: O'Process Framework (OPF)
notation: 8.7.3.1.2
preferred label: 维护/optimize batch job schedule @zh
domain: management_support
level: 5

Schedule change/release windows
type: Concept
type: ProcessNode
source: PCF:8.7.3.1.3
broader: Plan operational activities for IT service delivery
definition: Determine the timely change or release of IT services or support. Assign periodic release/change to IT systems or services.
definition: Determine the timely 变更 or 发布 of IT services or support. Assign periodic 发布/变更 to IT systems or services. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.3.1.3
preferred label: 调度 变更/发布 windows @zh
domain: management_support
level: 5

Schedule/optimize backup and archive activities
type: Concept
type: ProcessNode
source: PCF:8.7.3.1.4
broader: Plan operational activities for IT service delivery
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.3.1.4
preferred label: 调度/optimize backup and archive activities @zh
domain: management_support
level: 5

Balance operational workloads across available infrastructure components
type: Concept
type: ProcessNode
source: PCF:8.7.3.1.5
broader: Plan operational activities for IT service delivery
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.3.1.5
preferred label: 平衡 operational workloads across available 基础设施 components @zh
domain: management_support
level: 5

Determine specific problem support procedures
type: Concept
type: ProcessNode
source: PCF:8.7.3.1.6
broader: Plan operational activities for IT service delivery
definition: Determining process and procedure to provide support for specific IT service problems.
definition: Determining process and procedure to provide support for specific IT service 问题s. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.3.1.6
preferred label: Determine specific 问题 support procedures @zh
domain: management_support
level: 5

Develop IT service delivery strategy
type: Concept
type: ProcessNode
source: PCF:8.7.4.1
broader: Develop and manage infrastructure resource planning
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.4.1
preferred label: 开发 IT service delivery 战略 @zh
domain: management_support
level: 4

Assess IT infrastructure business objectives
type: Concept
type: ProcessNode
source: PCF:8.7.4.2
broader: Develop and manage infrastructure resource planning
definition: Assessing the goals and objectives of IT infrastructure and how it contributes to the overall business objectives.
definition: Assessing the goals and objectives of IT 基础设施 and how it contributes to the overall business objectives. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.4.2
preferred label: 评估 IT 基础设施 business objectives @zh
domain: management_support
level: 4

Determine ongoing IT infrastructure capabilities
type: Concept
type: ProcessNode
source: PCF:8.7.4.3
broader: Develop and manage infrastructure resource planning
definition: Determining existing IT infrastructure capabilities. Identify the gaps and needs in order to enhance the existing IT infrastructure to meet growth objectives.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.4.3
preferred label: Determine ongoing IT 基础设施 capabilities @zh
domain: management_support
level: 4

Plan IT infrastructure change
type: Concept
type: ProcessNode
source: PCF:8.7.4.4
broader: Develop and manage infrastructure resource planning
definition: Identify the gaps and needs of existing IT infrastructure. Plan and develop strategies to upgrade/replace existing IT infrastructure.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.4.4
preferred label: 规划 IT 基础设施 变更 @zh
domain: management_support
level: 4

Plan and budget IT license usage volumes
type: Concept
type: ProcessNode
source: PCF:8.7.4.5
broader: Develop and manage infrastructure resource planning
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.4.5
preferred label: 规划 and budget IT license usage volumes @zh
domain: management_support
level: 4

Understand IT support demand patterns
type: Concept
type: ProcessNode
source: PCF:8.7.5.1
broader: Define service support planning
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.5.1
domain: management_support
level: 4

Monitor IT service support performance
type: Concept
type: ProcessNode
source: PCF:8.7.5.10
broader: Define service support planning
definition: Defining methodology and frequency of assessment for measuring and monitoring performance of various processes and activities of IT service support against standard set goals.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.5.10
preferred label: 监控 IT service support 绩效 @zh
domain: management_support
level: 4

Determine required support resource levels, responsibilities, and capabilities
type: Concept
type: ProcessNode
source: PCF:8.7.5.2
broader: Define service support planning
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.5.2
domain: management_support
level: 4

Maintain service support knowledge repository
type: Concept
type: ProcessNode
source: PCF:8.7.5.3
broader: Define service support planning
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.5.3
preferred label: 维护 service support knowledge repository @zh
domain: management_support
level: 4

Maintain service support learning
type: Concept
type: ProcessNode
source: PCF:8.7.5.4
broader: Define service support planning
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.5.4
preferred label: 维护 service support learning @zh
domain: management_support
level: 4

Communicate service support needs
type: Concept
type: ProcessNode
source: PCF:8.7.5.5
broader: Define service support planning
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.5.5
domain: management_support
level: 4

Define IT escalation mechanisms
type: Concept
type: ProcessNode
source: PCF:8.7.5.6
broader: Define service support planning
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.5.6
preferred label: 定义 IT escalation mechanisms @zh
domain: management_support
level: 4

Manage IT service support resources
type: Concept
type: ProcessNode
source: PCF:8.7.5.7
broader: Define service support planning
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.5.7
preferred label: 管理 IT service support resources @zh
domain: management_support
level: 4

Coordinate with external support providers
type: Concept
type: ProcessNode
source: PCF:8.7.5.8
broader: Define service support planning
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.5.8
preferred label: 协调 with external support providers @zh
domain: management_support
level: 4

Triage IT service delivery incidents
type: Concept
type: ProcessNode
source: PCF:8.7.5.9
broader: Define service support planning
definition: Sorting the incidents of IT service delivery in certain order so that the services could be delivered based on the criticality.
definition: Sorting the 事件s of IT service delivery in certain order so that the services could be delivered based on the criticality. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.5.9
preferred label: Triage IT service delivery 事件s @zh
domain: management_support
level: 4

Operate and monitor online systems
type: Concept
type: ProcessNode
source: PCF:8.7.6.1
broader: Develop and manage service delivery operations
definition: Operating and defining methodology of assessment for measuring and monitoring performance of online systems against its expected result.
definition: Operating and defining methodology of assessment for measuring and 监控 绩效 of online systems against its expected result. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.6.1
domain: management_support
level: 4

Run and monitor batch job schedule
type: Concept
type: ProcessNode
source: PCF:8.7.6.2
broader: Develop and manage service delivery operations
definition: Operate and monitor the application of scheduling batch jobs to be run in the background at a certain date and time.
in scheme: O'Process Framework (OPF)
notation: 8.7.6.2
domain: management_support
level: 4

Manage service delivery workloads
type: Concept
type: ProcessNode
source: PCF:8.7.6.3
broader: Develop and manage service delivery operations
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.6.3
preferred label: 管理 service delivery workloads @zh
domain: management_support
level: 4

Manage infrastructure performance and capacity
type: Concept
type: ProcessNode
source: PCF:8.7.6.4
broader: Develop and manage service delivery operations
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.6.4
preferred label: 管理 基础设施 绩效 and 容量 @zh
domain: management_support
level: 4

Respond to unplanned operational issues
type: Concept
type: ProcessNode
source: PCF:8.7.6.5
broader: Develop and manage service delivery operations
definition: Addressing to an issue in operational activities within the IT function, that occur outside of normal routine or preventative maintenance.
in scheme: O'Process Framework (OPF)
notation: 8.7.6.5
domain: management_support
level: 4

Produce and distribute output media
type: Concept
type: ProcessNode
source: PCF:8.7.6.6
broader: Develop and manage service delivery operations
definition: Identify and introduce resources to display output in a viewable form to key decision makers and evaluators.
definition: 识别 and introduce resources to display output in a viewable form to key decision makers and evaluators. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.6.6
domain: management_support
level: 4

Monitor IT infrastructure security
type: Concept
type: ProcessNode
source: PCF:8.7.6.7
broader: Develop and manage service delivery operations
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.6.7
preferred label: 监控 IT 基础设施 安全 @zh
domain: management_support
level: 4

Manage IT infrastructure/data recovery
type: Concept
type: ProcessNode
source: PCF:8.7.6.8
broader: Develop and manage service delivery operations
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.6.8
preferred label: 管理 IT 基础设施/data recovery @zh
domain: management_support
level: 4

Manage infrastructure configuration
type: Concept
type: ProcessNode
source: PCF:8.7.7.1
broader: Manage infrastructure resource administration
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.7.1
preferred label: 管理 基础设施 配置 @zh
domain: management_support
level: 4

Perform infrastructure component maintenance
type: Concept
type: ProcessNode
source: PCF:8.7.7.2
broader: Manage infrastructure resource administration
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.7.2
preferred label: Perform 基础设施 component maintenance @zh
domain: management_support
level: 4

Install/configure/upgrade infrastructure components
type: Concept
type: ProcessNode
source: PCF:8.7.7.3
broader: Manage infrastructure resource administration
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.7.3
preferred label: Install/configure/upgrade 基础设施 components @zh
domain: management_support
level: 4

Maintain IT asset records
type: Concept
type: ProcessNode
source: PCF:8.7.7.4
broader: Manage infrastructure resource administration
definition: Maintaining the complete list of IT items or resources available with the organization with the details on date of purchase, licenses, deployment and SLAs.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.7.4
preferred label: 维护 IT asset records @zh
domain: management_support
level: 4

Administer IT licenses/user agreements
type: Concept
type: ProcessNode
source: PCF:8.7.7.5
broader: Manage infrastructure resource administration
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.7.5
domain: management_support
level: 4

Provide IT infrastructure service and capabilities
type: Concept
type: ProcessNode
source: PCF:8.7.7.6
broader: Manage infrastructure resource administration
definition: Providing all the infrastructure services and capabilities required for operational activities within the IT function supporting overall business objectives.
definition: Providing all the 基础设施 services and capabilities required for operational activities within the IT function supporting overall business objectives. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.7.6
preferred label: 提供 IT 基础设施 service and capabilities @zh
domain: management_support
level: 4

Triage IT issues/requests
type: Concept
type: ProcessNode
source: PCF:8.7.8.1
broader: Operate IT user support
definition: Evaluate and assign IT issues/requests accordingly to allow for the correct routing of IT issues to the relevant support teams.
definition: 评估 and assign IT issues/requests accordingly to allow for the correct routing of IT issues to the relevant support teams. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.8.1
domain: management_support
level: 4

Provide IT resolution capabilities
type: Concept
type: ProcessNode
source: PCF:8.7.8.2
broader: Operate IT user support
definition: Providing the necessary skills and competencies required to efficiently provide IT resolution through the support structure.
in scheme: O'Process Framework (OPF)
notation: 8.7.8.2
preferred label: 提供 IT resolution capabilities @zh
domain: management_support
level: 4

Manage IT user requests
type: Concept
type: ProcessNode
source: PCF:8.7.8.3
broader: Operate IT user support
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.8.3
preferred label: 管理 IT user requests @zh
domain: management_support
level: 4

Escalate IT requests
type: Concept
type: ProcessNode
source: PCF:8.7.8.4
broader: Operate IT user support
definition: Follow processes and procedures to escalate IT requests to required levels for resolution or effective decision making when necessary.
in scheme: O'Process Framework (OPF)
notation: 8.7.8.4
domain: management_support
level: 4

Resolve IT issues/requests
type: Concept
type: ProcessNode
source: PCF:8.7.8.5
broader: Operate IT user support
definition: Creating a structure to resolve issues/requests of IT services using different mechanisms.
in scheme: O'Process Framework (OPF)
notation: 8.7.8.5
preferred label: 解决 IT issues/requests @zh
domain: management_support
level: 4

Execute IT continuity and recovery action
type: Concept
type: ProcessNode
source: PCF:8.7.8.6
broader: Operate IT user support
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.8.6
preferred label: 执行 IT continuity and recovery action @zh
domain: management_support
level: 4

Define service level agreements
type: Concept
type: ProcessNode
source: ITIL:V5:Service Level Management
broader: Service Level Management
definition: Activity within ITIL practice 'Service Level Management'.
definition: Activity within ITIL practice '服务水平 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.9.1
preferred label: 定义 服务水平 agreements @zh
domain: management_support
level: 4

Monitor service levels
type: Concept
type: ProcessNode
source: ITIL:V5:Service Level Management
broader: Service Level Management
definition: Activity within ITIL practice 'Service Level Management'.
definition: Activity within ITIL practice '服务水平 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.9.2
preferred label: 监控 服务水平s @zh
domain: management_support
level: 4

Report on service performance
type: Concept
type: ProcessNode
source: ITIL:V5:Service Level Management
broader: Service Level Management
definition: Activity within ITIL practice 'Service Level Management'.
definition: Activity within ITIL practice '服务水平 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.9.3
preferred label: 报告 on service 绩效 @zh
domain: management_support
level: 4

Review and improve SLAs
type: Concept
type: ProcessNode
source: ITIL:V5:Service Level Management
broader: Service Level Management
definition: Activity within ITIL practice 'Service Level Management'.
definition: Activity within ITIL practice '服务水平 Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.9.4
preferred label: 审查 and improve SLAs @zh
domain: management_support
level: 4

Track IT asset lifecycle
type: Concept
type: ProcessNode
source: ITIL:V5:IT Asset Management
broader: IT Asset Management
definition: Activity within ITIL practice 'IT Asset Management'.
in scheme: O'Process Framework (OPF)
notation: 8.8.1
preferred label: 跟踪 IT asset lifecycle @zh
domain: management_support
level: 3

Manage software licenses
type: Concept
type: ProcessNode
source: ITIL:V5:IT Asset Management
broader: IT Asset Management
definition: Activity within ITIL practice 'IT Asset Management'.
in scheme: O'Process Framework (OPF)
notation: 8.8.2
preferred label: 管理 software licenses @zh
domain: management_support
level: 3

Optimize asset utilization
type: Concept
type: ProcessNode
source: ITIL:V5:IT Asset Management
broader: IT Asset Management
definition: Activity within ITIL practice 'IT Asset Management'.
in scheme: O'Process Framework (OPF)
notation: 8.8.3
preferred label: 优化 asset utilization @zh
domain: management_support
level: 3

Manage cloud infrastructure
type: Concept
type: ProcessNode
source: ITIL:V5:Infrastructure and Platform Management
broader: Infrastructure and Platform Management
definition: Activity within ITIL practice 'Infrastructure and Platform Management'.
definition: Activity within ITIL practice '基础设施 and Platform Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.9.1
preferred label: 管理 cloud 基础设施 @zh
domain: management_support
level: 3

Manage on-premises platforms
type: Concept
type: ProcessNode
source: ITIL:V5:Infrastructure and Platform Management
broader: Infrastructure and Platform Management
definition: Activity within ITIL practice 'Infrastructure and Platform Management'.
definition: Activity within ITIL practice '基础设施 and Platform Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.9.2
preferred label: 管理 on-premises platforms @zh
domain: management_support
level: 3

Optimize infrastructure costs
type: Concept
type: ProcessNode
source: ITIL:V5:Infrastructure and Platform Management
broader: Infrastructure and Platform Management
definition: Activity within ITIL practice 'Infrastructure and Platform Management'.
definition: Activity within ITIL practice '基础设施 and Platform Management'. @zh
in scheme: O'Process Framework (OPF)
notation: 8.9.3
preferred label: 优化 基础设施 costs @zh
domain: management_support
level: 3

Develop and manage financial resources strategy
type: Concept
type: ProcessNode
source: PCF:9.1.1
broader: Perform planning and management accounting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.1.1
preferred label: 开发 and manage 财务资源 战略 @zh
domain: management_support
level: 3

Develop and maintain budget policies and procedures
type: Concept
type: ProcessNode
source: PCF:9.1.2.1
broader: Perform planning/budgeting/forecasting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.1.2.1
preferred label: 开发 and maintain budget policies and procedures @zh
domain: management_support
level: 4

Prepare periodic budgets and plans
type: Concept
type: ProcessNode
source: PCF:9.1.2.2
broader: Perform planning/budgeting/forecasting
definition: 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].)
definition: 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].) @zh
in scheme: O'Process Framework (OPF)
notation: 9.1.2.2
preferred label: 准备 periodic budgets and plans @zh
domain: management_support
level: 4

Operationalize and implement plans to achieve budget
type: Concept
type: ProcessNode
source: PCF:9.1.2.3
broader: Perform planning/budgeting/forecasting
definition: Putting budgeting plans into practical use keeping within designated forecasting parameters.
in scheme: O'Process Framework (OPF)
notation: 9.1.2.3
domain: management_support
level: 4

Prepare periodic financial forecasts
type: Concept
type: ProcessNode
source: PCF:9.1.2.4
broader: Perform planning/budgeting/forecasting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.1.2.4
preferred label: 准备 periodic financial forecasts @zh
domain: management_support
level: 4

Perform variance analysis against forecasts and budgets
type: Concept
type: ProcessNode
source: PCF:9.1.2.5
broader: Perform planning/budgeting/forecasting
definition: Conducting a quantitative analysis between what was forecasted and budgeted and actual financial behavior.
in scheme: O'Process Framework (OPF)
notation: 9.1.2.5
domain: management_support
level: 4

Perform inventory accounting
type: Concept
type: ProcessNode
source: PCF:9.1.3.1
broader: Perform cost accounting and control
definition: Conducting accounting for assets, and finding reasons for changes (depreciation, obsolescence, deterioration, change in customer taste, increased demand, decreased market supply, etc.).
definition: 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.). @zh
in scheme: O'Process Framework (OPF)
notation: 9.1.3.1
domain: management_support
level: 4

Perform profit center accounting
type: Concept
type: ProcessNode
source: PCF:9.1.3.2
broader: Perform cost accounting and control
definition: Determining the revenue, profits, and losses incurred by each unit within the organization that produces profit.
in scheme: O'Process Framework (OPF)
notation: 9.1.3.2
domain: management_support
level: 4

Perform cost of sales analysis
type: Concept
type: ProcessNode
source: PCF:9.1.3.3
broader: Perform cost accounting and control
definition: Studying expenses directly associated with product. Analyze the cost of sales, which is the cost of manufacturing products.
definition: Studying expenses directly associated with product. 分析 the cost of sales, which is the cost of manufacturing products. @zh
in scheme: O'Process Framework (OPF)
notation: 9.1.3.3
domain: management_support
level: 4

Perform product costing
type: Concept
type: ProcessNode
source: PCF:9.1.3.4
broader: Perform cost accounting and control
definition: Studying and finding out the relevant cost center for a product by studying every resource used in its making.
in scheme: O'Process Framework (OPF)
notation: 9.1.3.4
domain: management_support
level: 4

Perform variance analysis
type: Concept
type: ProcessNode
source: PCF:9.1.3.5
broader: Perform cost accounting and control
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.1.3.5
domain: management_support
level: 4

Report on profitability
type: Concept
type: ProcessNode
source: PCF:9.1.3.6
broader: Perform cost accounting and control
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.1.3.6
preferred label: 报告 on profitability @zh
domain: management_support
level: 4

Determine key cost drivers
type: Concept
type: ProcessNode
source: PCF:9.1.4.1
broader: Perform cost management
definition: Defining cost drivers for a particular activity.
in scheme: O'Process Framework (OPF)
notation: 9.1.4.1
domain: management_support
level: 4

Measure cost drivers
type: Concept
type: ProcessNode
source: PCF:9.1.4.2
broader: Perform cost management
definition: Calculating cost drivers.
in scheme: O'Process Framework (OPF)
notation: 9.1.4.2
domain: management_support
level: 4

Determine critical activities
type: Concept
type: ProcessNode
source: PCF:9.1.4.3
broader: Perform cost management
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.1.4.3
domain: management_support
level: 4

Manage asset resource deployment and utilization
type: Concept
type: ProcessNode
source: PCF:9.1.4.4
broader: Perform cost management
definition: Distributing or allocating asset resources in different processes for optimal utilization.
in scheme: O'Process Framework (OPF)
notation: 9.1.4.4
preferred label: 管理 asset resource 部署 and utilization @zh
domain: management_support
level: 4

Assess customer and product profitability
type: Concept
type: ProcessNode
source: PCF:9.1.5.1
broader: Evaluate and manage financial performance
definition: Studying product demand and targeted customer preferences. Study customers' demands or preferences after deducting the cost of delivering the final product.
in scheme: O'Process Framework (OPF)
notation: 9.1.5.1
preferred label: 评估 customer and product profitability @zh
domain: management_support
level: 4

Evaluate new products
type: Concept
type: ProcessNode
source: PCF:9.1.5.2
broader: Evaluate and manage financial performance
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.1.5.2
preferred label: 评估 new products @zh
domain: management_support
level: 4

Perform life cycle costing
type: Concept
type: ProcessNode
source: PCF:9.1.5.3
broader: Evaluate and manage financial performance
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.1.5.3
domain: management_support
level: 4

Optimize customer and product mix
type: Concept
type: ProcessNode
source: PCF:9.1.5.4
broader: Evaluate and manage financial performance
definition: Creating the best fit between a product and the end user. Maximize the customer base by providing different products in the market.
in scheme: O'Process Framework (OPF)
notation: 9.1.5.4
preferred label: 优化 customer and product mix @zh
domain: management_support
level: 4

Track performance of new-customer and product strategies
type: Concept
type: ProcessNode
source: PCF:9.1.5.5
broader: Evaluate and manage financial performance
definition: Observing the behavior of a new set of customers for different products. Prepare strategies to improve sales and profits.
definition: Observing the behavior of a new set of customers for different products. 准备 strategies to improve sales and profits. @zh
in scheme: O'Process Framework (OPF)
notation: 9.1.5.5
preferred label: 跟踪 绩效 of new-customer and product strategies @zh
domain: management_support
level: 4

Prepare activity-based performance measures
type: Concept
type: ProcessNode
source: PCF:9.1.5.6
broader: Evaluate and manage financial performance
definition: Evaluating performance based on different sets of activities created by management to measure performance.
definition: Evaluating 绩效 based on different sets of activities created by management to measure 绩效. @zh
in scheme: O'Process Framework (OPF)
notation: 9.1.5.6
preferred label: 准备 activity-based 绩效 measures @zh
domain: management_support
level: 4

Manage continuous cost improvement
type: Concept
type: ProcessNode
source: PCF:9.1.5.7
broader: Evaluate and manage financial performance
definition: Conducting activities to improve cost distribution regularly. Follow or adopt different ways of reducing costs.
in scheme: O'Process Framework (OPF)
notation: 9.1.5.7
preferred label: 管理 continuous cost improvement @zh
domain: management_support
level: 4

Monitor international rates
type: Concept
type: ProcessNode
source: PCF:9.10.1
broader: Manage international funds/consolidation
definition: Forecasting and monitoring changes in foreign currency value or interest rates around the world that play an important role in the organization.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.10.1
preferred label: 监控 international rates @zh
domain: management_support
level: 3

Manage transactions
type: Concept
type: ProcessNode
source: PCF:9.10.2
broader: Manage international funds/consolidation
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.10.2
preferred label: 管理 transactions @zh
domain: management_support
level: 3

Monitor currency exposure/hedge currency
type: Concept
type: ProcessNode
source: PCF:9.10.3
broader: Manage international funds/consolidation
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.10.3
preferred label: 监控 currency exposure/hedge currency @zh
domain: management_support
level: 3

Report results
type: Concept
type: ProcessNode
source: PCF:9.10.4
broader: Manage international funds/consolidation
definition: Documenting and reporting accounting entries to formally report financial gains or losses experienced as a result of foreign exchange activity.
definition: Documenting and reporting accounting entries to formally report financial gains or losses experienced as a result of foreign ex变更 activity. @zh
in scheme: O'Process Framework (OPF)
notation: 9.10.4
preferred label: 报告 results @zh
domain: management_support
level: 3

Screen sanctioned party list
type: Concept
type: ProcessNode
source: PCF:9.11.1
broader: Perform global trade services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.11.1
domain: management_support
level: 3

Prepare letter of credit
type: Concept
type: ProcessNode
source: PCF:9.11.10
broader: Perform global trade services
definition: 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.)
in scheme: O'Process Framework (OPF)
notation: 9.11.10
preferred label: 准备 letter of credit @zh
domain: management_support
level: 3

Control exports and imports
type: Concept
type: ProcessNode
source: PCF:9.11.2
broader: Perform global trade services
definition: Overseeing and directing the flow of trade to/from the organization in order to ensure financial gains.
in scheme: O'Process Framework (OPF)
notation: 9.11.2
preferred label: 控制 exports and imports @zh
domain: management_support
level: 3

Classify products
type: Concept
type: ProcessNode
source: PCF:9.11.3
broader: Perform global trade services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.11.3
domain: management_support
level: 3

Perform currency conversion
type: Concept
type: ProcessNode
source: PCF:9.11.4
broader: Perform global trade services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.11.4
domain: management_support
level: 3

Calculate duty
type: Concept
type: ProcessNode
source: PCF:9.11.5
broader: Perform global trade services
definition: Computing the excise duty to be paid during international trade.
in scheme: O'Process Framework (OPF)
notation: 9.11.5
domain: management_support
level: 3

Communicate with customs
type: Concept
type: ProcessNode
source: PCF:9.11.6
broader: Perform global trade services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.11.6
domain: management_support
level: 3

Document trade
type: Concept
type: ProcessNode
source: PCF:9.11.7
broader: Perform global trade services
definition: Documenting and recording the trade processes while making transactions, noting the description, quality, number, transportation medium, indemnity, and inspection.
definition: Documenting and recording the trade processes while making transactions, noting the description, 质量, number, transportation medium, indemnity, and inspection. @zh
in scheme: O'Process Framework (OPF)
notation: 9.11.7
domain: management_support
level: 3

Process trade preferences
type: Concept
type: ProcessNode
source: PCF:9.11.8
broader: Perform global trade services
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.11.8
preferred label: 处理 trade preferences @zh
domain: management_support
level: 3

Handle restitution
type: Concept
type: ProcessNode
source: PCF:9.11.9
broader: Perform global trade services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.11.9
domain: management_support
level: 3

Establish credit policies
type: Concept
type: ProcessNode
source: PCF:9.2.1.1
broader: Process customer credit
definition: Creating guidelines for providing advances. Set up credit standards, credit terms, and collection policies.
in scheme: O'Process Framework (OPF)
notation: 9.2.1.1
preferred label: 建立 credit policies @zh
domain: management_support
level: 4

Analyze/Approve new account applications
type: Concept
type: ProcessNode
source: PCF:9.2.1.2
broader: Process customer credit
definition: Checking and accepting new requests based on eligibility criteria. Analyze the status of applicants and requirements to be met for a new account.
definition: Checking and accepting new requests based on eligibility criteria. 分析 the status of applicants and requirements to be met for a new account. @zh
in scheme: O'Process Framework (OPF)
notation: 9.2.1.2
preferred label: 分析/Approve new account applications @zh
domain: management_support
level: 4

Analyze credit scoring history
type: Concept
type: ProcessNode
source: PCF:9.2.1.3
broader: Process customer credit
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.2.1.3
preferred label: 分析 credit scoring history @zh
domain: management_support
level: 4

Forecast credit scoring requirement
type: Concept
type: ProcessNode
source: PCF:9.2.1.4
broader: Process customer credit
definition: Planning credit score requirements based on established credit policies.
in scheme: O'Process Framework (OPF)
notation: 9.2.1.4
preferred label: 预测 credit scoring requirement @zh
domain: management_support
level: 4

Review existing accounts
type: Concept
type: ProcessNode
source: PCF:9.2.1.5
broader: Process customer credit
definition: Evaluating existing account holders and their past performance. Regularly review existing accounts to get the required information about the status at present.
definition: Evaluating existing account holders and their past 绩效. Regularly review existing accounts to get the required information about the status at present. @zh
in scheme: O'Process Framework (OPF)
notation: 9.2.1.5
preferred label: 审查 existing accounts @zh
domain: management_support
level: 4

Produce credit/collection reports
type: Concept
type: ProcessNode
source: PCF:9.2.1.6
broader: Process customer credit
definition: Preparing account payable reports about payments to be made according to accounting rules and principles, and providing the reports to management.
in scheme: O'Process Framework (OPF)
notation: 9.2.1.6
domain: management_support
level: 4

Reinstate or suspend accounts based on credit policies
type: Concept
type: ProcessNode
source: PCF:9.2.1.7
broader: Process customer credit
definition: Closing or restarting accounts according to changes made in credit policies.
definition: Closing or restarting accounts according to 变更s made in credit policies. @zh
in scheme: O'Process Framework (OPF)
notation: 9.2.1.7
domain: management_support
level: 4

Maintain customer/product master files
type: Concept
type: ProcessNode
source: PCF:9.2.2.1
broader: Invoice customer
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.2.2.1
preferred label: 维护 customer/product master files @zh
domain: management_support
level: 4

Generate customer billing data
type: Concept
type: ProcessNode
source: PCF:9.2.2.2
broader: Invoice customer
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.2.2.2
domain: management_support
level: 4

Transmit billing data to customers
type: Concept
type: ProcessNode
source: PCF:9.2.2.3
broader: Invoice customer
definition: Providing information to customers about purchases made by them. Communicate the details of purchases. Provide customers with a copy of details for their reference.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.2.2.3
domain: management_support
level: 4

Post receivable entries
type: Concept
type: ProcessNode
source: PCF:9.2.2.4
broader: Invoice customer
definition: Registering transactions and their scheduled payments.
in scheme: O'Process Framework (OPF)
notation: 9.2.2.4
domain: management_support
level: 4

Resolve customer billing inquiries
type: Concept
type: ProcessNode
source: PCF:9.2.2.5
broader: Invoice customer
definition: Checking and solving billing queries raised by customers.
in scheme: O'Process Framework (OPF)
notation: 9.2.2.5
preferred label: 解决 customer billing inquiries @zh
domain: management_support
level: 4

Establish AR policies
type: Concept
type: ProcessNode
source: PCF:9.2.3.1
broader: Process accounts receivable (AR)
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 9.2.3.1
preferred label: 建立 AR policies @zh
domain: management_support
level: 4

Receive/Deposit customer payments
type: Concept
type: ProcessNode
source: PCF:9.2.3.2
broader: Process accounts receivable (AR)
definition: Collecting cash from customers. Deposit it into bank account. Make entries into the books of accounts.
in scheme: O'Process Framework (OPF)
notation: 9.2.3.2
preferred label: 接收/Deposit customer payments @zh
domain: management_support
level: 4

Apply cash remittances
type: Concept
type: ProcessNode
source: PCF:9.2.3.3
broader: Process accounts receivable (AR)
definition: Checking and moving funds between countries for business activities, typically through authorized remittance agents.
in scheme: O'Process Framework (OPF)
notation: 9.2.3.3
domain: management_support
level: 4

Prepare AR reports
type: Concept
type: ProcessNode
source: PCF:9.2.3.4
broader: Process accounts receivable (AR)
definition: Preparing reports that detail balances due or what to collect from customers at a certain point in time.
in scheme: O'Process Framework (OPF)
notation: 9.2.3.4
preferred label: 准备 AR reports @zh
domain: management_support
level: 4

Post AR activity to the general ledger
type: Concept
type: ProcessNode
source: PCF:9.2.3.5
broader: Process accounts receivable (AR)
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.2.3.5
domain: management_support
level: 4

Establish policies for delinquent accounts
type: Concept
type: ProcessNode
source: PCF:9.2.4.1
broader: Manage and process collections
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.2.4.1
preferred label: 建立 policies for delinquent accounts @zh
domain: management_support
level: 4

Analyze delinquent account balances
type: Concept
type: ProcessNode
source: PCF:9.2.4.2
broader: Manage and process collections
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.2.4.2
preferred label: 分析 delinquent account balances @zh
domain: management_support
level: 4

Correspond/Negotiate with delinquent accounts
type: Concept
type: ProcessNode
source: PCF:9.2.4.3
broader: Manage and process collections
definition: Determine ways for customers in default to repay debts (e.g., allowing more time or discounts).
in scheme: O'Process Framework (OPF)
notation: 9.2.4.3
domain: management_support
level: 4

Discuss account resolution with internal parties
type: Concept
type: ProcessNode
source: PCF:9.2.4.4
broader: Manage and process collections
definition: Determining rules for handling accounts. Discuss and plan with internal parties (department heads, managers, and senior management) about rules to follow in coming months.
in scheme: O'Process Framework (OPF)
notation: 9.2.4.4
domain: management_support
level: 4

Process adjustments/write off balances
type: Concept
type: ProcessNode
source: PCF:9.2.4.5
broader: Manage and process collections
definition: Maintaining reserves for write-offs and adjustments. Adjust or write off certain expenses and losses.
in scheme: O'Process Framework (OPF)
notation: 9.2.4.5
preferred label: 处理 adjustments/write off balances @zh
domain: management_support
level: 4

Perform recovery workout
type: Concept
type: ProcessNode
source: PCF:9.2.4.6
broader: Manage and process collections
definition: Renegotiating the terms of a loan agreement in order to recoup money from a default account.
in scheme: O'Process Framework (OPF)
notation: 9.2.4.6
domain: management_support
level: 4

Manage default accounts
type: Concept
type: ProcessNode
source: PCF:9.2.4.7
broader: Manage and process collections
definition: Managing accounts that have not met the requirements agreed upon to pay off outstanding debts.
in scheme: O'Process Framework (OPF)
notation: 9.2.4.7
preferred label: 管理 default accounts @zh
domain: management_support
level: 4

Establish policies/procedures for adjustments
type: Concept
type: ProcessNode
source: PCF:9.2.5.1
broader: Manage and process adjustments/deductions
definition: Creating guidelines to follow in case of adjustments to business processes.
in scheme: O'Process Framework (OPF)
notation: 9.2.5.1
preferred label: 建立 policies/procedures for adjustments @zh
domain: management_support
level: 4

Analyze adjustments
type: Concept
type: ProcessNode
source: PCF:9.2.5.2
broader: Manage and process adjustments/deductions
definition: Checking changes made in accounts during the year. Examine the alterations made in final accounts to rectify errors/omissions.
definition: Checking 变更s made in accounts during the year. Examine the alterations made in final accounts to rectify errors/omissions. @zh
in scheme: O'Process Framework (OPF)
notation: 9.2.5.2
preferred label: 分析 adjustments @zh
domain: management_support
level: 4

Correspond/Negotiate with customer
type: Concept
type: ProcessNode
source: PCF:9.2.5.3
broader: Manage and process adjustments/deductions
definition: Providing suitable offers to customers. Present different offers (e.g., discounts) available for customers or buyers.
in scheme: O'Process Framework (OPF)
notation: 9.2.5.3
domain: management_support
level: 4

Discuss resolution with internal parties
type: Concept
type: ProcessNode
source: PCF:9.2.5.4
broader: Manage and process adjustments/deductions
definition: Discussing and planning with internal parties (department heads, managers, and senior management) about rules to follow in coming months.
in scheme: O'Process Framework (OPF)
notation: 9.2.5.4
domain: management_support
level: 4

Prepare chargeback invoices
type: Concept
type: ProcessNode
source: PCF:9.2.5.5
broader: Manage and process adjustments/deductions
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.2.5.5
preferred label: 准备 chargeback invoices @zh
domain: management_support
level: 4

Process related entries
type: Concept
type: ProcessNode
source: PCF:9.2.5.6
broader: Manage and process adjustments/deductions
definition: Recording business transactions as they occur in order to provide a balanced accounts for financial reporting.
in scheme: O'Process Framework (OPF)
notation: 9.2.5.6
preferred label: 处理 related entries @zh
domain: management_support
level: 4

AI-Powered Fraud Detection
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Perform revenue accounting
definition: AI-era activity: AI-Powered Fraud Detection.
in scheme: O'Process Framework (OPF)
notation: 9.2.6
domain: management_support
level: 3

Negotiate service-level agreements
type: Concept
type: ProcessNode
source: PCF:9.3.1.1
broader: Manage financial policies and procedures
definition: Agreeing upon terms and conditions. Negotiate an agreement between two or more parties, the customer and service providers. Specify scope, quality, and responsibilities.
definition: Agreeing upon terms and conditions. Negotiate an agreement between two or more parties, the customer and service providers. Specify scope, 质量, and responsibilities. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.1.1
domain: management_support
level: 4

Establish accounting policies
type: Concept
type: ProcessNode
source: PCF:9.3.1.2
broader: Manage financial policies and procedures
definition: Establishing policies and procedures to prepare financial statements, including methods, measurement systems, and procedures for providing disclosures.
in scheme: O'Process Framework (OPF)
notation: 9.3.1.2
preferred label: 建立 accounting policies @zh
domain: management_support
level: 4

Publish accounting policies
type: Concept
type: ProcessNode
source: PCF:9.3.1.3
broader: Manage financial policies and procedures
definition: Creating a written copy of agreed-upon procedures for preparing financial statements, and making them available to the public.
in scheme: O'Process Framework (OPF)
notation: 9.3.1.3
preferred label: 发布 accounting policies @zh
domain: management_support
level: 4

Set and enforce approval limits
type: Concept
type: ProcessNode
source: PCF:9.3.1.4
broader: Manage financial policies and procedures
definition: Implementing parameters for accounting. Apply set conditions for any approval process.
in scheme: O'Process Framework (OPF)
notation: 9.3.1.4
domain: management_support
level: 4

Establish common financial systems
type: Concept
type: ProcessNode
source: PCF:9.3.1.5
broader: Manage financial policies and procedures
definition: Establishing processes and procedures to exercise financial control and accountability. Record, verify, and report transactions that affect revenues, expenditures, assets, and liabilities.
definition: Establishing processes and procedures to exercise financial control and accountability. Record, verify, and report transactions that affect revenues, expenditures, 资产, and liabilities. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.1.5
preferred label: 建立 common financial systems @zh
domain: management_support
level: 4

Maintain chart of accounts
type: Concept
type: ProcessNode
source: PCF:9.3.2.1
broader: Perform general accounting
definition: Preparing trial balance account from general ledgers. List all accounts used in the general ledger. Alter accounts according to business requirements.
in scheme: O'Process Framework (OPF)
notation: 9.3.2.1
preferred label: 维护 chart of accounts @zh
domain: management_support
level: 4

Process journal entries
type: Concept
type: ProcessNode
source: PCF:9.3.2.2
broader: Perform general accounting
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.3.2.2
preferred label: 处理 journal entries @zh
domain: management_support
level: 4

Process allocations
type: Concept
type: ProcessNode
source: PCF:9.3.2.3
broader: Perform general accounting
definition: Allocating funds across functions. Apportion funds in line with the budgets created. Formalize allocations in centralized internal records.
in scheme: O'Process Framework (OPF)
notation: 9.3.2.3
preferred label: 处理 allocations @zh
domain: management_support
level: 4

Process period end adjustments
type: Concept
type: ProcessNode
source: PCF:9.3.2.4
broader: Perform general accounting
definition: Updating journal entries to adjust the balance of income and expenses at the end of an accounting period.
in scheme: O'Process Framework (OPF)
notation: 9.3.2.4
preferred label: 处理 period end adjustments @zh
domain: management_support
level: 4

Post and reconcile intercompany transactions
type: Concept
type: ProcessNode
source: PCF:9.3.2.5
broader: Perform general accounting
definition: Checking accounts separately for a parent and subsidiary company. Manage relationship between a parent company and subsidiaries. Document intercompany transactions in separate financial statements.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.2.5
domain: management_support
level: 4

Reconcile general ledger accounts
type: Concept
type: ProcessNode
source: PCF:9.3.2.6
broader: Perform general accounting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.2.6
domain: management_support
level: 4

Perform consolidations and process eliminations
type: Concept
type: ProcessNode
source: PCF:9.3.2.7
broader: Perform general accounting
definition: Aggregating different processes in the business. Eliminate discontinued processes.
in scheme: O'Process Framework (OPF)
notation: 9.3.2.7
domain: management_support
level: 4

Prepare trial balance
type: Concept
type: ProcessNode
source: PCF:9.3.2.8
broader: Perform general accounting
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.3.2.8
preferred label: 准备 trial balance @zh
domain: management_support
level: 4

Prepare and post management adjustments
type: Concept
type: ProcessNode
source: PCF:9.3.2.9
broader: Perform general accounting
definition: Accounting for changes due to country-level policy changes. Record adjustments made by management in the accounts.
definition: Accounting for 变更s due to country-level policy 变更s. Record adjustments made by management in the accounts. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.2.9
preferred label: 准备 and post management adjustments @zh
domain: management_support
level: 4

Establish fixed-asset policies and procedures
type: Concept
type: ProcessNode
source: PCF:9.3.3.1
broader: Perform fixed-asset accounting
definition: Creating rules for fixed assets market valuation. Make rules and regulations for fixed assets regarding depreciation, provisions, resale, usage, etc.
definition: Creating rules for fixed 资产 market valuation. Make rules and regulations for fixed 资产 regarding depreciation, provisions, resale, usage, etc. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.3.1
preferred label: 建立 fixed-asset policies and procedures @zh
domain: management_support
level: 4

Maintain fixed-asset master data files
type: Concept
type: ProcessNode
source: PCF:9.3.3.2
broader: Perform fixed-asset accounting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.3.2
preferred label: 维护 fixed-asset master data files @zh
domain: management_support
level: 4

Process and record fixed-asset additions and retires
type: Concept
type: ProcessNode
source: PCF:9.3.3.3
broader: Perform fixed-asset accounting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.3.3
preferred label: 处理 and record fixed-asset additions and retires @zh
domain: management_support
level: 4

Process and record fixed-asset adjustments, enhancements, revaluations, and transfers
type: Concept
type: ProcessNode
source: PCF:9.3.3.4
broader: Perform fixed-asset accounting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.3.4
preferred label: 处理 and record fixed-asset adjustments, enhancements, revaluations, and transfers @zh
domain: management_support
level: 4

Process and record fixed-asset maintenance and repair expenses
type: Concept
type: ProcessNode
source: PCF:9.3.3.5
broader: Perform fixed-asset accounting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.3.5
preferred label: 处理 and record fixed-asset maintenance and repair expenses @zh
domain: management_support
level: 4

Calculate and record depreciation expense
type: Concept
type: ProcessNode
source: PCF:9.3.3.6
broader: Perform fixed-asset accounting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.3.6
domain: management_support
level: 4

Reconcile fixed-asset ledger
type: Concept
type: ProcessNode
source: PCF:9.3.3.7
broader: Perform fixed-asset accounting
definition: Balancing the ledger account balance for fixed assets. Correct errors in the books of fixed assets. Provide correct information in relevant accounts.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.3.7
domain: management_support
level: 4

Track fixed-assets including physical inventory
type: Concept
type: ProcessNode
source: PCF:9.3.3.8
broader: Perform fixed-asset accounting
definition: Checking and updating the record of all raw materials and fixed assets. Track all fixes asset. Maintain a record of all inventory items.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.3.8
preferred label: 跟踪 fixed-资产 including physical inventory @zh
domain: management_support
level: 4

Provide fixed-asset data to support tax, statutory, and regulatory reporting
type: Concept
type: ProcessNode
source: PCF:9.3.3.9
broader: Perform fixed-asset accounting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.3.9
preferred label: 提供 fixed-asset data to support tax, statutory, and regulatory reporting @zh
domain: management_support
level: 4

Prepare business unit financial statements
type: Concept
type: ProcessNode
source: PCF:9.3.4.1
broader: Perform financial reporting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.4.1
preferred label: 准备 business unit financial statements @zh
domain: management_support
level: 4

Prepare consolidated financial statements
type: Concept
type: ProcessNode
source: PCF:9.3.4.2
broader: Perform financial reporting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.4.2
preferred label: 准备 consolidated financial statements @zh
domain: management_support
level: 4

Perform business unit reporting/review management reports
type: Concept
type: ProcessNode
source: PCF:9.3.4.3
broader: Perform financial reporting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.4.3
domain: management_support
level: 4

Perform consolidated reporting/review of cost management reports
type: Concept
type: ProcessNode
source: PCF:9.3.4.4
broader: Perform financial reporting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.4.4
domain: management_support
level: 4

Prepare statements for board review
type: Concept
type: ProcessNode
source: PCF:9.3.4.5
broader: Perform financial reporting
definition: Preparing a draft of financial statements for the board to review before they are sent to the auditor.
in scheme: O'Process Framework (OPF)
notation: 9.3.4.5
preferred label: 准备 statements for board review @zh
domain: management_support
level: 4

Produce quarterly/annual filings and shareholder reports
type: Concept
type: ProcessNode
source: PCF:9.3.4.6
broader: Perform financial reporting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.4.6
domain: management_support
level: 4

Produce regulatory reports
type: Concept
type: ProcessNode
source: PCF:9.3.4.7
broader: Perform financial reporting
definition: Reporting raw or summary data for final accounts following rules and regulations.
in scheme: O'Process Framework (OPF)
notation: 9.3.4.7
domain: management_support
level: 4

Perform legal and management consolidation
type: Concept
type: ProcessNode
source: PCF:9.3.4.8
broader: Perform financial reporting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.4.8
domain: management_support
level: 4

AI-Driven Financial Forecasting
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Perform general accounting and reporting
definition: AI-era activity: AI-Driven Financial Forecasting.
in scheme: O'Process Framework (OPF)
notation: 9.3.5
domain: management_support
level: 3

Develop capital investment policies and procedures
type: Concept
type: ProcessNode
source: PCF:9.4.1.1
broader: Perform capital planning and project approval
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.4.1.1
preferred label: 开发 capital investment policies and procedures @zh
domain: management_support
level: 4

Develop and approve capital expenditure plans and budgets
type: Concept
type: ProcessNode
source: PCF:9.4.1.2
broader: Perform capital planning and project approval
definition: Creating budgets, and soliciting approvals for capital projects. Prepare budgets for projects that require heavy investments. Secure approvals from management.
definition: Creating budgets, and soliciting approvals for capital projects. 准备 budgets for projects that require heavy investments. Secure approvals from management. @zh
in scheme: O'Process Framework (OPF)
notation: 9.4.1.2
preferred label: 开发 and approve capital expenditure plans and budgets @zh
domain: management_support
level: 4

Review and approve capital projects and fixed-asset acquisitions
type: Concept
type: ProcessNode
source: PCF:9.4.1.3
broader: Perform capital planning and project approval
definition: Evaluating and supporting capital investments in projects and fixed assets. Confirm details of capital projects. Secure approvals from managements for large investments.
definition: Evaluating and supporting capital investments in projects and fixed 资产. Confirm details of capital projects. Secure approvals from managements for large investments. @zh
in scheme: O'Process Framework (OPF)
notation: 9.4.1.3
preferred label: 审查 and approve capital projects and fixed-asset acquisitions @zh
domain: management_support
level: 4

Conduct financial justification for project approval
type: Concept
type: ProcessNode
source: PCF:9.4.1.4
broader: Perform capital planning and project approval
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.4.1.4
preferred label: 开展 financial justification for project approval @zh
domain: management_support
level: 4

Create project account codes
type: Concept
type: ProcessNode
source: PCF:9.4.2.1
broader: Perform capital project accounting
definition: Giving reference codes for every project.
in scheme: O'Process Framework (OPF)
notation: 9.4.2.1
preferred label: 创建 project account codes @zh
domain: management_support
level: 4

Record project-related transactions
type: Concept
type: ProcessNode
source: PCF:9.4.2.2
broader: Perform capital project accounting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.4.2.2
domain: management_support
level: 4

Monitor and track capital projects and budget spending
type: Concept
type: ProcessNode
source: PCF:9.4.2.3
broader: Perform capital project accounting
definition: Evaluating project progress and funds invested. Observe and track significant funds invested on any long-term project. Compare to budget.
in scheme: O'Process Framework (OPF)
notation: 9.4.2.3
preferred label: 监控 and track capital projects and budget spending @zh
domain: management_support
level: 4

Close/Capitalize projects
type: Concept
type: ProcessNode
source: PCF:9.4.2.4
broader: Perform capital project accounting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.4.2.4
preferred label: 关闭/Capitalize projects @zh
domain: management_support
level: 4

Measure financial returns on completed capital projects
type: Concept
type: ProcessNode
source: PCF:9.4.2.5
broader: Perform capital project accounting
definition: Comparing a finished project's profitability with forecasted returns. Scrutinize revenues generated by completed projects that required heavy investments. Determine profitability.
in scheme: O'Process Framework (OPF)
notation: 9.4.2.5
domain: management_support
level: 4

Establish policies and procedures
type: Concept
type: ProcessNode
source: PCF:9.5.1.1
broader: Report time
definition: Developing policies and procedures for the HR function to calculate compensation.
in scheme: O'Process Framework (OPF)
notation: 9.5.1.1
preferred label: 建立 policies and procedures @zh
domain: management_support
level: 4

Collect and record employee time worked
type: Concept
type: ProcessNode
source: PCF:9.5.1.2
broader: Report time
definition: Tracking billing hours of each employee on daily basis.
in scheme: O'Process Framework (OPF)
notation: 9.5.1.2
preferred label: 收集 and record employee time worked @zh
domain: management_support
level: 4

Analyze and report paid and unpaid leave
type: Concept
type: ProcessNode
source: PCF:9.5.1.3
broader: Report time
definition: Tracking leaves allowed and taken by employees.
in scheme: O'Process Framework (OPF)
notation: 9.5.1.3
preferred label: 分析 and report paid and unpaid leave @zh
domain: management_support
level: 4

Monitor regular, overtime, and other hours
type: Concept
type: ProcessNode
source: PCF:9.5.1.4
broader: Report time
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.5.1.4
preferred label: 监控 regular, overtime, and other hours @zh
domain: management_support
level: 4

Analyze and report employee utilization
type: Concept
type: ProcessNode
source: PCF:9.5.1.5
broader: Report time
definition: Monitoring the number of productive hours for employees.
definition: 监控 the number of productive hours for employees. @zh
in scheme: O'Process Framework (OPF)
notation: 9.5.1.5
preferred label: 分析 and report employee utilization @zh
domain: management_support
level: 4

Enter employee time worked into payroll system
type: Concept
type: ProcessNode
source: PCF:9.5.2.1
broader: Manage pay
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.5.2.1
domain: management_support
level: 4

Maintain and administer employee earnings information
type: Concept
type: ProcessNode
source: PCF:9.5.2.2
broader: Manage pay
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.5.2.2
preferred label: 维护 and administer employee earnings information @zh
domain: management_support
level: 4

Maintain and administer applicable deductions
type: Concept
type: ProcessNode
source: PCF:9.5.2.3
broader: Manage pay
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.5.2.3
preferred label: 维护 and administer applicable deductions @zh
domain: management_support
level: 4

Monitor changes in tax status of employees
type: Concept
type: ProcessNode
source: PCF:9.5.2.4
broader: Manage pay
definition: Tracking changes in the salary structure of employees for tax deductions.
definition: Tracking 变更s in the salary structure of employees for tax deductions. @zh
in scheme: O'Process Framework (OPF)
notation: 9.5.2.4
preferred label: 监控 变更s in tax status of employees @zh
domain: management_support
level: 4

Process and distribute payments
type: Concept
type: ProcessNode
source: PCF:9.5.2.5
broader: Manage pay
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.5.2.5
preferred label: 处理 and distribute payments @zh
domain: management_support
level: 4

Process and distribute manual checks
type: Concept
type: ProcessNode
source: PCF:9.5.2.6
broader: Manage pay
definition: Handling incorrect/omitted salary payments.
in scheme: O'Process Framework (OPF)
notation: 9.5.2.6
preferred label: 处理 and distribute manual checks @zh
domain: management_support
level: 4

Process period-end adjustments
type: Concept
type: ProcessNode
source: PCF:9.5.2.7
broader: Manage pay
definition: Adjusting salary deductions for tax purposes at the end of the year.
in scheme: O'Process Framework (OPF)
notation: 9.5.2.7
preferred label: 处理 period-end adjustments @zh
domain: management_support
level: 4

Respond to employee payroll inquiries
type: Concept
type: ProcessNode
source: PCF:9.5.2.8
broader: Manage pay
definition: Addressing salary-related queries raised by employees.
in scheme: O'Process Framework (OPF)
notation: 9.5.2.8
domain: management_support
level: 4

Develop tax plan
type: Concept
type: ProcessNode
source: PCF:9.5.3.1
broader: Manage and process payroll taxes
definition: Devising a method to minimize payroll tax liability by means of allowances, deductions, exclusions or exemptions.
in scheme: O'Process Framework (OPF)
notation: 9.5.3.1
preferred label: 开发 tax plan @zh
domain: management_support
level: 4

Manage tax plan
type: Concept
type: ProcessNode
source: PCF:9.5.3.2
broader: Manage and process payroll taxes
definition: Overseeing maintaining the reduction of payroll taxes [14075].
in scheme: O'Process Framework (OPF)
notation: 9.5.3.2
preferred label: 管理 tax plan @zh
domain: management_support
level: 4

Calculate and pay applicable payroll taxes
type: Concept
type: ProcessNode
source: PCF:9.5.3.3
broader: Manage and process payroll taxes
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.5.3.3
domain: management_support
level: 4

Produce and distribute employee annual tax statements
type: Concept
type: ProcessNode
source: PCF:9.5.3.4
broader: Manage and process payroll taxes
definition: Providing tax deductions statements created by certified chartered accountants to every employee for their reference or refunds.
in scheme: O'Process Framework (OPF)
notation: 9.5.3.4
domain: management_support
level: 4

File regulatory payroll tax forms
type: Concept
type: ProcessNode
source: PCF:9.5.3.5
broader: Manage and process payroll taxes
definition: Filling taxes, and highlighting different sources of income and expenditures made.
in scheme: O'Process Framework (OPF)
notation: 9.5.3.5
domain: management_support
level: 4

Verify AP pay file with purchase order vendor master file
type: Concept
type: ProcessNode
source: PCF:9.6.1.1
broader: Process accounts payable (AP)
definition: Matching records of bills to be paid with accounts. Check accounts payable entries with vendor's account for every payment made.
in scheme: O'Process Framework (OPF)
notation: 9.6.1.1
preferred label: 验证 AP pay file with purchase order vendor master file @zh
domain: management_support
level: 4

Retain records
type: Concept
type: ProcessNode
source: PCF:9.6.1.10
broader: Process accounts payable (AP)
definition: Keeping bills of every transaction for future reference.
in scheme: O'Process Framework (OPF)
notation: 9.6.1.10
domain: management_support
level: 4

Adjust accounting records
type: Concept
type: ProcessNode
source: PCF:9.6.1.11
broader: Process accounts payable (AP)
definition: Rectifying for alterations occurred in accounts while recording.
in scheme: O'Process Framework (OPF)
notation: 9.6.1.11
domain: management_support
level: 4

Maintain/Manage electronic commerce
type: Concept
type: ProcessNode
source: PCF:9.6.1.2
broader: Process accounts payable (AP)
definition: Tracking all online transactions.
in scheme: O'Process Framework (OPF)
notation: 9.6.1.2
preferred label: 维护/管理 electronic commerce @zh
domain: management_support
level: 4

Audit invoices and key data in AP system
type: Concept
type: ProcessNode
source: PCF:9.6.1.3
broader: Process accounts payable (AP)
definition: Monitoring and evaluating bills registered in accounts books. Check all invoices. Maintain records.
definition: 监控 and evaluating bills registered in accounts books. Check all invoices. 维护 records. @zh
in scheme: O'Process Framework (OPF)
notation: 9.6.1.3
preferred label: 审计 invoices and key data in AP system @zh
domain: management_support
level: 4

Approve payments
type: Concept
type: ProcessNode
source: PCF:9.6.1.4
broader: Process accounts payable (AP)
definition: Processing payments for products/services.
in scheme: O'Process Framework (OPF)
notation: 9.6.1.4
domain: management_support
level: 4

Process financial accruals and reversals
type: Concept
type: ProcessNode
source: PCF:9.6.1.5
broader: Process accounts payable (AP)
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.6.1.5
preferred label: 处理 financial accruals and reversals @zh
domain: management_support
level: 4

Process payables taxes
type: Concept
type: ProcessNode
source: PCF:9.6.1.6
broader: Process accounts payable (AP)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.6.1.6
preferred label: 处理 payables taxes @zh
domain: management_support
level: 4

Research/Resolve payable exceptions
type: Concept
type: ProcessNode
source: PCF:9.6.1.7
broader: Process accounts payable (AP)
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.6.1.7
preferred label: Research/解决 payable exceptions @zh
domain: management_support
level: 4

Process payments
type: Concept
type: ProcessNode
source: PCF:9.6.1.8
broader: Process accounts payable (AP)
definition: Making payments for products/services on due dates (payment cycle) decided by parties involved.
in scheme: O'Process Framework (OPF)
notation: 9.6.1.8
preferred label: 处理 payments @zh
domain: management_support
level: 4

Respond to AP inquiries
type: Concept
type: ProcessNode
source: PCF:9.6.1.9
broader: Process accounts payable (AP)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.6.1.9
domain: management_support
level: 4

Establish and communicate expense reimbursement policies and approval limits
type: Concept
type: ProcessNode
source: PCF:9.6.2.1
broader: Process expense reimbursements
definition: Explaining policies and procedures related to reimbursements requests by employees. Set policies regarding reimbursement process and amount limits etc. Inform employees.
in scheme: O'Process Framework (OPF)
notation: 9.6.2.1
preferred label: 建立 and communicate expense reimbursement policies and approval limits @zh
domain: management_support
level: 4

Capture and report relevant tax data
type: Concept
type: ProcessNode
source: PCF:9.6.2.2
broader: Process expense reimbursements
definition: Collecting and reporting all pertinent information regarding the taxes paid by the organization's employees.
in scheme: O'Process Framework (OPF)
notation: 9.6.2.2
preferred label: 采集 and report relevant tax data @zh
domain: management_support
level: 4

Approve reimbursements and advances
type: Concept
type: ProcessNode
source: PCF:9.6.2.3
broader: Process expense reimbursements
definition: Permitting expense reimbursement requests from employees.
in scheme: O'Process Framework (OPF)
notation: 9.6.2.3
domain: management_support
level: 4

Process reimbursements and advances
type: Concept
type: ProcessNode
source: PCF:9.6.2.4
broader: Process expense reimbursements
definition: Paying for expense reimbursement requests from employees. (Follow Approve reimbursements and advances [10882] according to policies and conditions.)
in scheme: O'Process Framework (OPF)
notation: 9.6.2.4
preferred label: 处理 reimbursements and advances @zh
domain: management_support
level: 4

Manage personnel accounts
type: Concept
type: ProcessNode
source: PCF:9.6.2.5
broader: Process expense reimbursements
definition: Maintaining accounts of individuals who are connected with business.
in scheme: O'Process Framework (OPF)
notation: 9.6.2.5
preferred label: 管理 personnel accounts @zh
domain: management_support
level: 4

Establish corporate credit card policies and approval limits
type: Concept
type: ProcessNode
source: PCF:9.6.3.1
broader: Manage corporate credit cards
definition: Developing procedures for using company credit cards. Set or approve credit limits.
in scheme: O'Process Framework (OPF)
notation: 9.6.3.1
preferred label: 建立 corporate credit card policies and approval limits @zh
domain: management_support
level: 4

Process corporate credit card requests
type: Concept
type: ProcessNode
source: PCF:9.6.3.2
broader: Manage corporate credit cards
definition: Handling applications credit card applications for business expenses.
in scheme: O'Process Framework (OPF)
notation: 9.6.3.2
preferred label: 处理 corporate credit card requests @zh
domain: management_support
level: 4

Order corporate credit cards
type: Concept
type: ProcessNode
source: PCF:9.6.3.3
broader: Manage corporate credit cards
definition: Obtaining credit cards for business-related expenses.
in scheme: O'Process Framework (OPF)
notation: 9.6.3.3
domain: management_support
level: 4

Manage corporate credit card accounts
type: Concept
type: ProcessNode
source: PCF:9.6.3.4
broader: Manage corporate credit cards
definition: Handling credit card accounts of business customers.
in scheme: O'Process Framework (OPF)
notation: 9.6.3.4
preferred label: 管理 corporate credit card accounts @zh
domain: management_support
level: 4

Approve/Change credit limits
type: Concept
type: ProcessNode
source: PCF:9.6.3.5
broader: Manage corporate credit cards
definition: Authorizing changes to the available credit advances.
definition: Authorizing 变更s to the available credit advances. @zh
in scheme: O'Process Framework (OPF)
notation: 9.6.3.5
preferred label: Approve/变更 credit limits @zh
domain: management_support
level: 4

Cancel/Deactivate credit card
type: Concept
type: ProcessNode
source: PCF:9.6.3.6
broader: Manage corporate credit cards
definition: Blocking an existing credit card to disable all future transactions.
in scheme: O'Process Framework (OPF)
notation: 9.6.3.6
domain: management_support
level: 4

Establish scope and governance of treasury operations
type: Concept
type: ProcessNode
source: PCF:9.7.1.1
broader: Manage treasury policies and procedures
definition: Selecting opportunities and the authoritative body for investments in trading in bonds, currencies, financial derivatives, etc.
in scheme: O'Process Framework (OPF)
notation: 9.7.1.1
preferred label: 建立 scope and 治理 of treasury operations @zh
domain: management_support
level: 4

Establish and publish treasury policies
type: Concept
type: ProcessNode
source: PCF:9.7.1.2
broader: Manage treasury policies and procedures
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.1.2
preferred label: 建立 and publish treasury policies @zh
domain: management_support
level: 4

Develop treasury procedures
type: Concept
type: ProcessNode
source: PCF:9.7.1.3
broader: Manage treasury policies and procedures
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.1.3
preferred label: 开发 treasury procedures @zh
domain: management_support
level: 4

Monitor treasury procedures
type: Concept
type: ProcessNode
source: PCF:9.7.1.4
broader: Manage treasury policies and procedures
definition: Checking treasury processes in order to optimize company's liquidity, invest excess cash, and reduce its financial risks.
definition: Checking treasury processes in order to optimize company's liquidity, invest excess cash, and reduce its financial 风险s. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.1.4
preferred label: 监控 treasury procedures @zh
domain: management_support
level: 4

Audit treasury procedures
type: Concept
type: ProcessNode
source: PCF:9.7.1.5
broader: Manage treasury policies and procedures
definition: Auditing the treasury function.
in scheme: O'Process Framework (OPF)
notation: 9.7.1.5
preferred label: 审计 treasury procedures @zh
domain: management_support
level: 4

Revise treasury procedures
type: Concept
type: ProcessNode
source: PCF:9.7.1.6
broader: Manage treasury policies and procedures
definition: Reassessing all treasury procedures based on audit findings.
in scheme: O'Process Framework (OPF)
notation: 9.7.1.6
domain: management_support
level: 4

Develop and confirm internal controls for treasury
type: Concept
type: ProcessNode
source: PCF:9.7.1.7
broader: Manage treasury policies and procedures
definition: Creating and managing the internal control systems for investments in bonds, currencies, and financial derivatives to verify procedures.
in scheme: O'Process Framework (OPF)
notation: 9.7.1.7
preferred label: 开发 and confirm internal controls for treasury @zh
domain: management_support
level: 4

Define treasury security requirements
type: Concept
type: ProcessNode
source: PCF:9.7.1.8
broader: Manage treasury policies and procedures
definition: Describing the need of treasury security requirements for controlling access, reliability of information, accountability, and availability of information in the organization.
definition: Describing the need of treasury 安全 requirements for controlling access, reliability of information, accountability, and 可用性 of information in the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.1.8
preferred label: 定义 treasury 安全 requirements @zh
domain: management_support
level: 4

Manage and reconcile cash positions
type: Concept
type: ProcessNode
source: PCF:9.7.2.1
broader: Manage cash
definition: Correcting cash differences in the books of accounts. Make optimum utilization of funds available in the business. Check for differences to rectify.
in scheme: O'Process Framework (OPF)
notation: 9.7.2.1
preferred label: 管理 and reconcile cash positions @zh
domain: management_support
level: 4

Manage cash equivalents
type: Concept
type: ProcessNode
source: PCF:9.7.2.2
broader: Manage cash
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.2.2
preferred label: 管理 cash equivalents @zh
domain: management_support
level: 4

Process and oversee electronic fund transfers (EFTs)
type: Concept
type: ProcessNode
source: PCF:9.7.2.3
broader: Manage cash
definition: Supervising all online transactions.
in scheme: O'Process Framework (OPF)
notation: 9.7.2.3
preferred label: 处理 and oversee electronic fund transfers (EFTs) @zh
domain: management_support
level: 4

Develop cash flow forecasts
type: Concept
type: ProcessNode
source: PCF:9.7.2.4
broader: Manage cash
definition: Preparing forecasts for the cash generated or used by the organization.
in scheme: O'Process Framework (OPF)
notation: 9.7.2.4
preferred label: 开发 cash flow forecasts @zh
domain: management_support
level: 4

Manage cash flows
type: Concept
type: ProcessNode
source: PCF:9.7.2.5
broader: Manage cash
definition: Delaying the outflow of funds as long as possible, but encourage the inflow of as fast as possible.
in scheme: O'Process Framework (OPF)
notation: 9.7.2.5
preferred label: 管理 cash flows @zh
domain: management_support
level: 4

Produce cash management accounting transactions and reports
type: Concept
type: ProcessNode
source: PCF:9.7.2.6
broader: Manage cash
definition: Presenting reports on all cash-related activities. Collect and manage short-term investing activities. Prepare reports of all transactions done.
definition: Presenting reports on all cash-related activities. 收集 and manage short-term investing activities. 准备 reports of all transactions done. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.2.6
domain: management_support
level: 4

Manage and oversee banking relationships
type: Concept
type: ProcessNode
source: PCF:9.7.2.7
broader: Manage cash
definition: Maintaining and directing the course of relationships with banking partners.
in scheme: O'Process Framework (OPF)
notation: 9.7.2.7
preferred label: 管理 and oversee banking relationships @zh
domain: management_support
level: 4

Analyze, negotiate, resolve, and confirm bank fees
type: Concept
type: ProcessNode
source: PCF:9.7.2.8
broader: Manage cash
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.7.2.8
preferred label: 分析, negotiate, resolve, and confirm bank fees @zh
domain: management_support
level: 4

Manage in-house bank accounts for subsidiaries
type: Concept
type: ProcessNode
source: PCF:9.7.3.1
broader: Manage in-house bank accounts
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.3.1
preferred label: 管理 in-house bank accounts for subsidiaries @zh
domain: management_support
level: 4

Manage and facilitate inter-company borrowing transactions
type: Concept
type: ProcessNode
source: PCF:9.7.3.2
broader: Manage in-house bank accounts
definition: Arranging loans for subsidiaries from in-house banks.
in scheme: O'Process Framework (OPF)
notation: 9.7.3.2
preferred label: 管理 and facilitate inter-company borrowing transactions @zh
domain: management_support
level: 4

Manage centralized outgoing payments on behalf of subsidiaries
type: Concept
type: ProcessNode
source: PCF:9.7.3.3
broader: Manage in-house bank accounts
definition: Handling payments made for subsidiaries by parent company.
in scheme: O'Process Framework (OPF)
notation: 9.7.3.3
preferred label: 管理 centralized outgoing payments on behalf of subsidiaries @zh
domain: management_support
level: 4

Manage central incoming payments on behalf of subsidiaries
type: Concept
type: ProcessNode
source: PCF:9.7.3.4
broader: Manage in-house bank accounts
definition: Handling payments received by parent company for subsidiaries.
in scheme: O'Process Framework (OPF)
notation: 9.7.3.4
preferred label: 管理 central incoming payments on behalf of subsidiaries @zh
domain: management_support
level: 4

Manage internal payments and netting transactions
type: Concept
type: ProcessNode
source: PCF:9.7.3.5
broader: Manage in-house bank accounts
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.3.5
preferred label: 管理 internal payments and netting transactions @zh
domain: management_support
level: 4

Calculate interest and fees for in-house bank accounts
type: Concept
type: ProcessNode
source: PCF:9.7.3.6
broader: Manage in-house bank accounts
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.7.3.6
domain: management_support
level: 4

Provide account statements for in-house bank accounts
type: Concept
type: ProcessNode
source: PCF:9.7.3.7
broader: Manage in-house bank accounts
definition: Facilitating account statements for all in-house banking activity.
in scheme: O'Process Framework (OPF)
notation: 9.7.3.7
preferred label: 提供 account statements for in-house bank accounts @zh
domain: management_support
level: 4

Establish investment policy
type: Concept
type: ProcessNode
source: PCF:9.7.4.1
broader: Manage debt and investment
definition: Developing and instituting principles that the organization ill use in making investments.
in scheme: O'Process Framework (OPF)
notation: 9.7.4.1
preferred label: 建立 investment policy @zh
domain: management_support
level: 4

Manage financial intermediary relationships
type: Concept
type: ProcessNode
source: PCF:9.7.4.2
broader: Manage debt and investment
definition: Maintaining smooth relations with financial investment banks that help availing loans and services.
in scheme: O'Process Framework (OPF)
notation: 9.7.4.2
preferred label: 管理 financial intermediary relationships @zh
domain: management_support
level: 4

Manage liquidity
type: Concept
type: ProcessNode
source: PCF:9.7.4.3
broader: Manage debt and investment
definition: Managing and maintaining enough liquidity in form of cash and cash equivalents in the business to meet urgent and timely requirements
in scheme: O'Process Framework (OPF)
notation: 9.7.4.3
preferred label: 管理 liquidity @zh
domain: management_support
level: 4

Manage issuer exposure
type: Concept
type: ProcessNode
source: PCF:9.7.4.4
broader: Manage debt and investment
definition: Managing the exposure incurred by the issuer for providing credit to the borrower.
in scheme: O'Process Framework (OPF)
notation: 9.7.4.4
preferred label: 管理 issuer exposure @zh
domain: management_support
level: 4

Process and oversee debt and investment transactions
type: Concept
type: ProcessNode
source: PCF:9.7.4.5
broader: Manage debt and investment
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.7.4.5
preferred label: 处理 and oversee debt and investment transactions @zh
domain: management_support
level: 4

Process and oversee foreign currency transactions
type: Concept
type: ProcessNode
source: PCF:9.7.4.6
broader: Manage debt and investment
definition: Arranging and supervising foreign exchange rate changes to avoid loss on foreign-currency transactions.
definition: Arranging and supervising foreign ex变更 rate 变更s to avoid loss on foreign-currency transactions. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.4.6
preferred label: 处理 and oversee foreign currency transactions @zh
domain: management_support
level: 4

Produce debt and investment accounting transaction reports
type: Concept
type: ProcessNode
source: PCF:9.7.4.7
broader: Manage debt and investment
definition: Creating transactions report of loans and investments. Prepare and maintain records of loans and investment transactions.
definition: Creating transactions report of loans and investments. 准备 and maintain records of loans and investment transactions. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.4.7
domain: management_support
level: 4

Process and oversee interest rate transactions
type: Concept
type: ProcessNode
source: PCF:9.7.4.8
broader: Manage debt and investment
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.7.4.8
preferred label: 处理 and oversee interest rate transactions @zh
domain: management_support
level: 4

Develop risk management/hedging strategy
type: Concept
type: ProcessNode
source: PCF:9.7.5.1
broader: Monitor and execute risk and hedging transactions
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.1
preferred label: 开发 风险 management/hedging 战略 @zh
domain: management_support
level: 4

Manage interest rate market data
type: Concept
type: ProcessNode
source: PCF:9.7.5.2.1
broader: Manage interest rate risk
definition: Collecting and storing data that pertains to interest rate markets.
in scheme: O'Process Framework (OPF)
notation: 9.7.5.2.1
preferred label: 管理 interest rate market data @zh
domain: management_support
level: 5

Determine interest rate exposure for all markets
type: Concept
type: ProcessNode
source: PCF:9.7.5.2.2
broader: Manage interest rate risk
definition: Identifying potential interest rate risks for all markets.
definition: Identifying potential interest rate 风险s for all markets. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.2.2
domain: management_support
level: 5

Determine interest rate hedge requirements in accordance with risk policy
type: Concept
type: ProcessNode
source: PCF:9.7.5.2.3
broader: Manage interest rate risk
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.2.3
preferred label: Determine interest rate hedge requirements in accordance with 风险 policy @zh
domain: management_support
level: 5

Execute interest rate trades
type: Concept
type: ProcessNode
source: PCF:9.7.5.2.4
broader: Manage interest rate risk
definition: Performing trading on interest rates.
in scheme: O'Process Framework (OPF)
notation: 9.7.5.2.4
preferred label: 执行 interest rate trades @zh
domain: management_support
level: 5

Manage foreign exchange market data
type: Concept
type: ProcessNode
source: PCF:9.7.5.3.1
broader: Manage foreign exchange risk
definition: Handling and processing information about changes in foreign exchange rates.
definition: Handling and processing information about 变更s in foreign ex变更 rates. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.3.1
preferred label: 管理 foreign ex变更 market data @zh
domain: management_support
level: 5

Determine foreign exchange exposure for all currencies
type: Concept
type: ProcessNode
source: PCF:9.7.5.3.2
broader: Manage foreign exchange risk
definition: Establishing potential foreign exchange risks for all currencies.
definition: Establishing potential foreign ex变更 风险s for all currencies. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.3.2
preferred label: Determine foreign ex变更 exposure for all currencies @zh
domain: management_support
level: 5

Determine foreign exchange hedge requirements in accordance with risk policy
type: Concept
type: ProcessNode
source: PCF:9.7.5.3.3
broader: Manage foreign exchange risk
definition: Deciding the requirements on investments in foreign exchange made by trading in futures or options market, on the basis of current risk policy.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.3.3
preferred label: Determine foreign ex变更 hedge requirements in accordance with 风险 policy @zh
domain: management_support
level: 5

Execute foreign exchange trades
type: Concept
type: ProcessNode
source: PCF:9.7.5.3.4
broader: Manage foreign exchange risk
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.3.4
preferred label: 执行 foreign ex变更 trades @zh
domain: management_support
level: 5

Manage foreign exchange balance sheet risk
type: Concept
type: ProcessNode
source: PCF:9.7.5.3.5
broader: Manage foreign exchange risk
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.3.5
preferred label: 管理 foreign ex变更 balance sheet 风险 @zh
domain: management_support
level: 5

Determine current customer exposures and limit exceptions
type: Concept
type: ProcessNode
source: PCF:9.7.5.4.1
broader: Manage exposure risk
definition: Establishing ongoing risks that the customers face, and the exceptions to exceeded limits.
definition: Establishing ongoing 风险s that the customers face, and the exceptions to exceeded limits. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.4.1
domain: management_support
level: 5

Resolve customer exposure limit violations
type: Concept
type: ProcessNode
source: PCF:9.7.5.4.2
broader: Manage exposure risk
definition: Settling cases that involve violations of customer exposure limit.
in scheme: O'Process Framework (OPF)
notation: 9.7.5.4.2
preferred label: 解决 customer exposure limit violations @zh
domain: management_support
level: 5

Manage customer collateral
type: Concept
type: ProcessNode
source: PCF:9.7.5.4.3
broader: Manage exposure risk
definition: Handling customer securities to recover loans that are not paid back.
in scheme: O'Process Framework (OPF)
notation: 9.7.5.4.3
preferred label: 管理 customer collateral @zh
domain: management_support
level: 5

Perform annual customer credit reviews
type: Concept
type: ProcessNode
source: PCF:9.7.5.4.4
broader: Manage exposure risk
definition: Conducting reviews to assess customer credit on a yearly basis. Introduce changes or make recommendations, if needed.
definition: Conducting reviews to assess customer credit on a yearly basis. Introduce 变更s or make recommendations, if needed. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.4.4
domain: management_support
level: 5

Measure physical positions
type: Concept
type: ProcessNode
source: PCF:9.7.5.5.1
broader: Execute hedging transactions
definition: Evaluating investments made in some market to offset the risks of investing in a contrary or opposing market.
definition: Evaluating investments made in some market to offset the 风险s of investing in a contrary or opposing market. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.5.1
domain: management_support
level: 5

Establish hedges
type: Concept
type: ProcessNode
source: PCF:9.7.5.5.2
broader: Execute hedging transactions
definition: Determining which hedge options to execute.
in scheme: O'Process Framework (OPF)
notation: 9.7.5.5.2
preferred label: 建立 hedges @zh
domain: management_support
level: 5

Unwind hedges
type: Concept
type: ProcessNode
source: PCF:9.7.5.5.3
broader: Execute hedging transactions
definition: Closing out a position or cashing in derivatives early.
in scheme: O'Process Framework (OPF)
notation: 9.7.5.5.3
domain: management_support
level: 5

Evaluate and refine hedging positions
type: Concept
type: ProcessNode
source: PCF:9.7.5.5.4
broader: Execute hedging transactions
definition: Examining options in the market for hedging investments. Select an option.
definition: Examining options in the market for hedging investments. 选择 an option. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.5.4
preferred label: 评估 and refine hedging positions @zh
domain: management_support
level: 5

Monitor credit
type: Concept
type: ProcessNode
source: PCF:9.7.5.5.5
broader: Execute hedging transactions
definition: Revising credit reports periodically for accurateness and changes that could be suggestive of duplicitous activity.
definition: Revising credit reports periodically for accurateness and 变更s that could be suggestive of duplicitous activity. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.5.5
preferred label: 监控 credit @zh
domain: management_support
level: 5

Produce hedge accounting transactions and reports
type: Concept
type: ProcessNode
source: PCF:9.7.5.6
broader: Monitor and execute risk and hedging transactions
definition: Preparing and documenting accounts and records of all hedging investment transactions to reduce risks due to change in markets.
definition: Preparing and documenting accounts and records of all hedging investment transactions to reduce 风险s due to 变更 in markets. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.6
domain: management_support
level: 4

Manage financial fraud/dispute cases
type: Concept
type: ProcessNode
source: PCF:9.7.6
broader: Manage treasury operations
definition: Handling cases that involve financial fraud. Resolve disputes.
definition: Handling cases that involve financial fraud. 解决 disputes. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.6
preferred label: 管理 financial fraud/dispute cases @zh
domain: management_support
level: 3

Establish board of directors and audit committee
type: Concept
type: ProcessNode
source: PCF:9.8.1.1
broader: Establish internal controls, policies, and procedures
definition: Establishing board of directors and auditing committee in order to assign roles and responsibilities for internal controls.
in scheme: O'Process Framework (OPF)
notation: 9.8.1.1
preferred label: 建立 board of directors and audit committee @zh
domain: management_support
level: 4

Define and communicate code of ethics
type: Concept
type: ProcessNode
source: PCF:9.8.1.2
broader: Establish internal controls, policies, and procedures
definition: Outlining and communicating a code of ethics act responsibly.
definition: Outlining and communicating a code of 伦理 act responsibly. @zh
in scheme: O'Process Framework (OPF)
notation: 9.8.1.2
preferred label: 定义 and communicate code of 伦理 @zh
domain: management_support
level: 4

Assign roles and responsibility for internal controls
type: Concept
type: ProcessNode
source: PCF:9.8.1.3
broader: Establish internal controls, policies, and procedures
definition: Defining roles, responsibilities, and accountabilities for effectiveness and proficiency of operations and reliability of financial reporting.
in scheme: O'Process Framework (OPF)
notation: 9.8.1.3
domain: management_support
level: 4

Define business process objectives and risks
type: Concept
type: ProcessNode
source: PCF:9.8.1.4
broader: Establish internal controls, policies, and procedures
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.8.1.4
preferred label: 定义 business process objectives and 风险s @zh
domain: management_support
level: 4

Define entity/unit risk tolerances
type: Concept
type: ProcessNode
source: PCF:9.8.1.5
broader: Establish internal controls, policies, and procedures
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.8.1.5
preferred label: 定义 entity/unit 风险 tolerances @zh
domain: management_support
level: 4

Monitor control effectiveness
type: Concept
type: ProcessNode
source: PCF:9.8.2.1
broader: Operate controls and monitor compliance with internal controls policies and procedures
definition: Overseeing the activities for internal controls. Observe the effectiveness of policies, procedures, techniques, and mechanisms actions taken to minimize risk.
definition: Overseeing the activities for internal controls. Observe the effectiveness of policies, procedures, techniques, and mechanisms actions taken to minimize 风险. @zh
in scheme: O'Process Framework (OPF)
notation: 9.8.2.1
preferred label: 监控 control effectiveness @zh
domain: management_support
level: 4

Remediate control deficiencies
type: Concept
type: ProcessNode
source: PCF:9.8.2.2
broader: Operate controls and monitor compliance with internal controls policies and procedures
definition: 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.)
definition: 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.) @zh
in scheme: O'Process Framework (OPF)
notation: 9.8.2.2
domain: management_support
level: 4

Report to external auditors
type: Concept
type: ProcessNode
source: PCF:9.8.3.1
broader: Report on internal controls compliance
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.8.3.1
preferred label: 报告 to external auditors @zh
domain: management_support
level: 4

Report to regulators, share-/debt-holders, securities exchanges, etc.
type: Concept
type: ProcessNode
source: PCF:9.8.3.2
broader: Report on internal controls compliance
definition: Reporting to regulators, shareholders, debt holders, securities exchanges, etc. about IT regulations and pertinent data.
definition: Reporting to regulators, shareholders, debt holders, securities ex变更s, etc. about IT regulations and pertinent data. @zh
in scheme: O'Process Framework (OPF)
notation: 9.8.3.2
preferred label: 报告 to regulators, share-/debt-holders, securities ex变更s, etc. @zh
domain: management_support
level: 4

Report to third parties
type: Concept
type: ProcessNode
source: PCF:9.8.3.3
broader: Report on internal controls compliance
definition: Reporting to suppliers, customers, and partners that are doing business with the company about IT regulations and pertinent data.
in scheme: O'Process Framework (OPF)
notation: 9.8.3.3
preferred label: 报告 to third parties @zh
domain: management_support
level: 4

Report to internal management
type: Concept
type: ProcessNode
source: PCF:9.8.3.4
broader: Report on internal controls compliance
definition: Reporting to internal management (all employees, directors, and management) about IT regulations and pertinent data.
in scheme: O'Process Framework (OPF)
notation: 9.8.3.4
preferred label: 报告 to internal management @zh
domain: management_support
level: 4

Develop foreign, national, state, and local tax strategy
type: Concept
type: ProcessNode
source: PCF:9.9.1.1
broader: Develop tax strategy and plan
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.9.1.1
preferred label: 开发 foreign, national, state, and local tax 战略 @zh
domain: management_support
level: 4

Consolidate and optimize total tax plan
type: Concept
type: ProcessNode
source: PCF:9.9.1.2
broader: Develop tax strategy and plan
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.9.1.2
domain: management_support
level: 4

Maintain tax master data
type: Concept
type: ProcessNode
source: PCF:9.9.1.3
broader: Develop tax strategy and plan
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.9.1.3
preferred label: 维护 tax master data @zh
domain: management_support
level: 4

Perform tax planning/strategy
type: Concept
type: ProcessNode
source: PCF:9.9.2.1
broader: Process taxes
definition: Creating and implementing strategies for taxes to be paid or collected by the business.
in scheme: O'Process Framework (OPF)
notation: 9.9.2.1
preferred label: Perform tax planning/战略 @zh
domain: management_support
level: 4

Prepare tax returns
type: Concept
type: ProcessNode
source: PCF:9.9.2.2
broader: Process taxes
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.9.2.2
preferred label: 准备 tax returns @zh
domain: management_support
level: 4

Prepare foreign taxes
type: Concept
type: ProcessNode
source: PCF:9.9.2.3
broader: Process taxes
definition: Preparing reports about paid or accrued foreign taxes to an overseas country.
in scheme: O'Process Framework (OPF)
notation: 9.9.2.3
preferred label: 准备 foreign taxes @zh
domain: management_support
level: 4

Calculate deferred taxes
type: Concept
type: ProcessNode
source: PCF:9.9.2.4
broader: Process taxes
definition: Calculating the income that has been realized when the tax on that income has not.
in scheme: O'Process Framework (OPF)
notation: 9.9.2.4
domain: management_support
level: 4

Account for taxes
type: Concept
type: ProcessNode
source: PCF:9.9.2.5
broader: Process taxes
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.9.2.5
domain: management_support
level: 4

Monitor tax compliance
type: Concept
type: ProcessNode
source: PCF:9.9.2.6
broader: Process taxes
definition: Checking and correcting the tax policies according to the rules and regulations set by the organization.
in scheme: O'Process Framework (OPF)
notation: 9.9.2.6
preferred label: 监控 tax 合规 @zh
domain: management_support
level: 4

Address tax inquiries
type: Concept
type: ProcessNode
source: PCF:9.9.2.7
broader: Process taxes
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.9.2.7
domain: management_support
level: 4

Define strategic options
type: Concept
type: ProcessNode
source: PCF:1.2.2.1
broader: Define and evaluate strategic options to achieve the mission
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.2.1
preferred label: 定义 strategic options @zh
domain: operating
level: 4

Develop mitigation plans for risks
type: Concept
type: ProcessNode
source: PCF:11.1.3.3
broader: Manage business unit and function risk
definition: Developing possibilities and arrangements to improve opportunities and reduce deviations to project objectives.
in scheme: O'Process Framework (OPF)
notation: 11.1.3.3
preferred label: 开发 mitigation plans for 风险s @zh
domain: management_support
level: 4

Analyze processes
type: Concept
type: ProcessNode
source: PCF:13.1.3.2
broader: Define processes
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.3.2
preferred label: 分析 processes @zh
domain: management_support
level: 4

Measure and report process performance
type: Concept
type: ProcessNode
source: PCF:13.1.4.3
broader: Manage process performance
definition: Defining and using performance indicators to consider the financial perspective, customer perspective, internal process perspective, and learning perspective of the organization.
definition: Defining and using 绩效 indicators to consider the financial perspective, customer perspective, internal process perspective, and learning perspective of the organization. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.4.3
preferred label: Measure and report process 绩效 @zh
domain: management_support
level: 4

Assign resources to product/service project
type: Concept
type: ProcessNode
source: PCF:2.3.1.1
broader: Design and prototype products and services
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 2.3.1.1
domain: operating
level: 4

Install and validate production/service delivery process
type: Concept
type: ProcessNode
source: PCF:2.3.3.4
broader: Prepare for production/service delivery
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.3.4
domain: operating
level: 4

Identify market segments
type: Concept
type: ProcessNode
source: PCF:3.1.1.2
broader: Perform customer and market intelligence analysis
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.1.1.2
preferred label: 识别 market segments @zh
domain: operating
level: 4

Determine target segments
type: Concept
type: ProcessNode
source: PCF:3.1.2.2
broader: Evaluate and prioritize market opportunities
definition: Identifying the targeted segment of customers. Deduce those particular customer segments that are to be targeted from among the market segments.
in scheme: O'Process Framework (OPF)
notation: 3.1.2.2
domain: operating
level: 4

Manage/Track applicant data
type: Concept
type: ProcessNode
source: PCF:7.2.5.3
broader: Manage applicant information
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.2.5.3
preferred label: 管理/跟踪 applicant data @zh
domain: management_support
level: 4

Relocate employees and manage assignments
type: Concept
type: ProcessNode
source: PCF:7.6.3
broader: Redeploy and retire employees
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.6.3
domain: management_support
level: 3

Execute IT service/solution creation and testing
type: Concept
type: ProcessNode
source: PCF:8.5.4
broader: Develop and manage services/solutions
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.4
preferred label: 执行 IT service/solution creation and testing @zh
domain: management_support
level: 3

Perform service/solution maintenance and testing
type: Concept
type: ProcessNode
source: PCF:8.5.5
broader: Develop and manage services/solutions
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 8.5.5
domain: management_support
level: 3

Plan and manage service delivery control
type: Concept
type: ProcessNode
source: PCF:8.7.3
broader: Create and manage support services/solutions
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.3
preferred label: 规划 and manage service delivery control @zh
domain: management_support
level: 3

Assess and analyze impact of each option
type: Concept
type: ProcessNode
source: PCF:1.2.2.2
broader: Define and evaluate strategic options to achieve the mission
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.2.2
preferred label: 评估 and analyze impact of each option @zh
domain: operating
level: 4

Design customer experience support structure
type: Concept
type: ProcessNode
source: PCF:1.2.8.3
broader: Develop customer experience strategy
definition: Creating a roadmap for customer experience support with an overall approach, process flow, and impact timeframe.
in scheme: O'Process Framework (OPF)
notation: 1.2.8.3
preferred label: 设计 customer experience support structure @zh
domain: operating
level: 4

Evaluate strategic initiatives
type: Concept
type: ProcessNode
source: PCF:1.3.2
broader: Develop and measure strategic initiatives
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.3.2
preferred label: 评估 strategic initiatives @zh
domain: operating
level: 3

Select strategic initiatives
type: Concept
type: ProcessNode
source: PCF:1.3.3
broader: Develop and measure strategic initiatives
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.3.3
preferred label: 选择 strategic initiatives @zh
domain: operating
level: 3

Provide workspace and facilities
type: Concept
type: ProcessNode
source: PCF:10.1.3
broader: Plan and acquire assets
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.1.3
preferred label: 提供 workspace and facilities @zh
domain: management_support
level: 3

Develop exit strategy
type: Concept
type: ProcessNode
source: PCF:10.4.1
broader: Manage asset end-of-life
definition: Creating a strategy for managing asset exits.
definition: Creating a 战略 for managing asset exits. @zh
in scheme: O'Process Framework (OPF)
notation: 10.4.1
preferred label: 开发 exit 战略 @zh
domain: management_support
level: 3

Manage relations with board of directors
type: Concept
type: ProcessNode
source: PCF:12.3
broader: Manage External Relationships
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.3
preferred label: 管理 relations with board of directors @zh
domain: management_support
level: 2

Ensure compliance
type: Concept
type: ProcessNode
source: PCF:12.4.4
broader: Manage legal and ethical issues
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.4.4
preferred label: Ensure 合规 @zh
domain: management_support
level: 3

Define and manage process frameworks
type: Concept
type: ProcessNode
source: PCF:13.1.2
broader: Manage business processes
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.2
preferred label: 定义 and manage process frameworks @zh
domain: management_support
level: 3

Manage sustainability
type: Concept
type: ProcessNode
source: PCF:13.10
broader: Develop and Manage Business Capabilities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.10
preferred label: 管理 可持续发展 @zh
domain: management_support
level: 2

Perform sustainability reporting
type: Concept
type: ProcessNode
source: PCF:13.10.2.3
broader: Manage sustainability capability
definition: Conducting and supporting sustainability reporting. Collect, analyze, and report sustainability performance to requirements. Align reporting across functional units and support teams.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.10.2.3
preferred label: Perform 可持续发展 reporting @zh
domain: management_support
level: 4

Evaluate performance to requirements
type: Concept
type: ProcessNode
source: PCF:13.3.2
broader: Manage enterprise quality
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.2
preferred label: 评估 绩效 to requirements @zh
domain: management_support
level: 3

Define content systems of record and storage requirements
type: Concept
type: ProcessNode
source: PCF:13.6.3
broader: Manage Content
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.3
preferred label: 定义 内容 systems of record and storage requirements @zh
domain: management_support
level: 3

Define and manage organizational performance strategy
type: Concept
type: ProcessNode
source: PCF:13.7.1
broader: Measure and benchmark
definition: 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].
definition: 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]. @zh
in scheme: O'Process Framework (OPF)
notation: 13.7.1
preferred label: 定义 and manage organizational 绩效 战略 @zh
domain: management_support
level: 3

Determine environmental health and safety impacts
type: Concept
type: ProcessNode
source: PCF:13.9.1
broader: Manage Environmental Health and Safety (EHS)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.9.1
preferred label: Determine 环境健康与安全 impacts @zh
domain: management_support
level: 3

Conduct customer and market research
type: Concept
type: ProcessNode
source: PCF:3.1.1.1
broader: Perform customer and market intelligence analysis
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.1.1.1
preferred label: 开展 customer and market research @zh
domain: operating
level: 4

Validate opportunities
type: Concept
type: ProcessNode
source: PCF:3.1.2.4
broader: Evaluate and prioritize market opportunities
definition: Confirming the practicability and reasonableness of the market opportunities that have been identified. Give substance to the real-time feasibility of the market opportunities.
in scheme: O'Process Framework (OPF)
notation: 3.1.2.4
preferred label: 验证 opportunities @zh
domain: operating
level: 4

Manage product marketing material
type: Concept
type: ProcessNode
source: PCF:3.3.9
broader: Develop and manage marketing plans
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.9
preferred label: 管理 product marketing material @zh
domain: operating
level: 3

Manage customer master data
type: Concept
type: ProcessNode
source: PCF:3.5.2.5
broader: Manage customers and accounts
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.2.5
preferred label: 管理 customer master data @zh
domain: operating
level: 4

Manage SC Data and Information
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr3
broader: Manage Supply Chain for Physical Products
definition: SCOR DS 14.0: Manage SC Data and Information (sOr3).
definition: SCOR DS 14.0: 管理 SC Data and Information (sOr3). @zh
in scheme: O'Process Framework (OPF)
notation: 4.13
preferred label: 管理 SC Data and Information @zh
domain: operating
level: 2

Maintain production records and manage lot traceability
type: Concept
type: ProcessNode
source: PCF:4.3.4
broader: Produce/Assemble/Test product
definition: 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.)
definition: 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.) @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.4
preferred label: 维护 production records and manage lot traceability @zh
domain: operating
level: 3

Identify and schedule resources to meet last mile delivery requirements
type: Concept
type: ProcessNode
source: PCF:4.4.5.2
broader: Deliver last mile delivery services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.5.2
preferred label: 识别 and schedule resources to meet last mile delivery requirements @zh
domain: operating
level: 4

Identify, select, and assign resources
type: Concept
type: ProcessNode
source: PCF:5.4.1.6
broader: Initiate service delivery
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 5.4.1.6
preferred label: 识别, select, and assign resources @zh
domain: operating
level: 4

Process returns
type: Concept
type: ProcessNode
source: PCF:6.2.4
broader: Plan and manage customer service contacts
definition: Acquiring returns and identify if the returns are scraped or salvaged.
in scheme: O'Process Framework (OPF)
notation: 6.2.4
preferred label: 处理 returns @zh
domain: operating
level: 3

Manage supplier recovery
type: Concept
type: ProcessNode
source: PCF:6.3.3
broader: Service products after sales
definition: Managing the recovery of costs from suppliers for individual claims.
in scheme: O'Process Framework (OPF)
notation: 6.3.3
preferred label: 管理 supplier recovery @zh
domain: operating
level: 3

Identify and schedule resources to meet service requirements
type: Concept
type: ProcessNode
source: PCF:6.3.4.2
broader: Service products
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.4.2
preferred label: 识别 and schedule resources to meet service requirements @zh
domain: operating
level: 4

Manage employee assistance and retention
type: Concept
type: ProcessNode
source: PCF:7.5.3
broader: Reward and retain employees
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.5.3
preferred label: 管理 employee assistance and retention @zh
domain: management_support
level: 3

Deliver programs to support work/life balance for employees
type: Concept
type: ProcessNode
source: PCF:7.5.3.1
broader: Manage employee assistance and retention
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.5.3.1
domain: management_support
level: 4

Understand IT customer needs
type: Concept
type: ProcessNode
source: PCF:8.1.1
broader: Develop and manage IT customer relationships
definition: Assessing the customer communities along with current IT operational capabilities and usage.
in scheme: O'Process Framework (OPF)
notation: 8.1.1
domain: management_support
level: 3

Create IT risk mitigation strategies and approaches
type: Concept
type: ProcessNode
source: PCF:8.3.1.10
broader: Develop IT compliance, risk, and security strategy
definition: Developing activities to improve performance opportunities and lessen threats in IT. Evolve strategies and policies to attain organizational objectives.
definition: Developing activities to improve 绩效 opportunities and lessen threats in IT. Evolve strategies and policies to attain organizational objectives. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.1.10
preferred label: 创建 IT 风险 mitigation strategies and approaches @zh
domain: management_support
level: 4

Manage IT user authentication mechanisms
type: Concept
type: ProcessNode
source: PCF:8.3.8.4
broader: Manage IT user identity and authorization
definition: Create and manage the process to authenticate IT users from user directory based on the internal policies.
definition: 创建 and manage the process to authenticate IT users from user directory based on the internal policies. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.8.4
preferred label: 管理 IT user authentication mechanisms @zh
domain: management_support
level: 4

Define and execute business information lifecycle planning and control
type: Concept
type: ProcessNode
source: PCF:8.4.3
broader: Manage information
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.4.3
preferred label: 定义 and execute business information lifecycle planning and control @zh
domain: management_support
level: 3

Manage fixed-asset project accounting
type: Concept
type: ProcessNode
source: PCF:9.4
broader: Manage Financial Resources
definition: Managing accounts for large funds-invested projects. Manage and account for fixed assets projects (capital projects), which required significant capital investments over many years.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.4
preferred label: 管理 fixed-asset project accounting @zh
domain: management_support
level: 2

Operate controls and monitor compliance with internal controls policies and procedures
type: Concept
type: ProcessNode
source: PCF:9.8.2
broader: Manage internal controls
definition: Performing planning, management, operations, and monitoring of internal control mechanism policies and procedures in order to manage internal controls.
definition: Performing planning, management, operations, and 监控 of internal control mechanism policies and procedures in order to manage internal controls. @zh
in scheme: O'Process Framework (OPF)
notation: 9.8.2
preferred label: Operate controls and monitor 合规 with internal controls policies and procedures @zh
domain: management_support
level: 3

Manage taxes
type: Concept
type: ProcessNode
source: PCF:9.9
broader: Manage Financial Resources
definition: Estimating the organization's periodic tax liabilities. Ensure that appropriate taxing authorities receive tax return filings and payments when due.
in scheme: O'Process Framework (OPF)
notation: 9.9
preferred label: 管理 taxes @zh
domain: management_support
level: 2

Survey market and determine customer needs and wants
type: Concept
type: ProcessNode
source: PCF:1.1.2
broader: Define the business concept and long-term vision
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.2
domain: operating
level: 3

Establish strategic vision
type: Concept
type: ProcessNode
source: PCF:1.1.4
broader: Define the business concept and long-term vision
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.4
preferred label: 建立 strategic vision @zh
domain: operating
level: 3

Conduct organization restructuring opportunities
type: Concept
type: ProcessNode
source: PCF:1.1.5
broader: Define the business concept and long-term vision
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.1.5
preferred label: 开展 organization restructuring opportunities @zh
domain: operating
level: 3

Develop overall mission statement
type: Concept
type: ProcessNode
source: PCF:1.2.1
broader: Develop business strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.1
preferred label: 开发 overall mission statement @zh
domain: operating
level: 3

Develop and set organizational objectives
type: Concept
type: ProcessNode
source: PCF:1.2.6
broader: Develop business strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.6
preferred label: 开发 and set organizational objectives @zh
domain: operating
level: 3

Formulate business unit strategies
type: Concept
type: ProcessNode
source: PCF:1.2.7
broader: Develop business strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.7
domain: operating
level: 3

Assess customer experience
type: Concept
type: ProcessNode
source: PCF:1.2.8.1
broader: Develop customer experience strategy
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.2.8.1
preferred label: 评估 customer experience @zh
domain: operating
level: 4

Develop strategic initiatives
type: Concept
type: ProcessNode
source: PCF:1.3.1
broader: Develop and measure strategic initiatives
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.3.1
preferred label: 开发 strategic initiatives @zh
domain: operating
level: 3

Establish high-level measures
type: Concept
type: ProcessNode
source: PCF:1.3.4
broader: Develop and measure strategic initiatives
definition: Devising measures to examine strategic projects. Formulate evaluation criteria to assess the strategic initiatives for the level of impact.
in scheme: O'Process Framework (OPF)
notation: 1.3.4
preferred label: 建立 high-level measures @zh
domain: operating
level: 3

Develop and maintain business models
type: Concept
type: ProcessNode
source: PCF:1.4
broader: Develop Vision and Strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.4
preferred label: 开发 and maintain business 模型s @zh
domain: operating
level: 2

Strategy Management
type: Concept
type: ProcessNode
source: ITIL:V5:Strategy Management
broader: Develop Vision and Strategy
definition: ITIL V5 practice: Strategy Management. Mapped to Develop Vision and Strategy.
definition: ITIL V5 practice: 战略 Management. Mapped to 开发 愿景与战略. @zh
in scheme: O'Process Framework (OPF)
notation: 1.5
preferred label: 战略 Management @zh
domain: operating
level: 2

Develop property strategy and long term vision
type: Concept
type: ProcessNode
source: PCF:10.1.1
broader: Plan and acquire assets
definition: Strategizing a long-term vision for managing properties. Prepare strategies and a long-term vision for managing purchased/retained properties.
definition: Strategizing a long-term vision for managing properties. 准备 strategies and a long-term vision for managing purchased/retained properties. @zh
in scheme: O'Process Framework (OPF)
notation: 10.1.1
preferred label: 开发 property 战略 and long term vision @zh
domain: management_support
level: 3

Manage facilities operations
type: Concept
type: ProcessNode
source: PCF:10.1.4
broader: Plan and acquire assets
definition: Managing all operational activities of the facility. Manage how each function/business unit works. Support the manufacturing facility to attain organizational goals.
definition: Managing all operational activities of the facility. 管理 how each function/business unit works. Support the manufacturing facility to attain organizational goals. @zh
in scheme: O'Process Framework (OPF)
notation: 10.1.4
preferred label: 管理 facilities operations @zh
domain: management_support
level: 3

Manage capital program for assets
type: Concept
type: ProcessNode
source: PCF:10.2.1
broader: Design and construct assets
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.1
preferred label: 管理 capital program for 资产 @zh
domain: management_support
level: 3

Maintain assets
type: Concept
type: ProcessNode
source: PCF:10.3
broader: Acquire, Construct, and Manage Assets
definition: Preserving assets through the planning, managing, and performance of preventative, routine, and critical maintenance work.
definition: Preserving 资产 through the planning, managing, and 绩效 of preventative, routine, and critical maintenance work. @zh
in scheme: O'Process Framework (OPF)
notation: 10.3
preferred label: 维护 资产 @zh
domain: management_support
level: 2

Risk Management
type: Concept
type: ProcessNode
source: ITIL:V5:Risk Management
broader: Manage enterprise risk
definition: ITIL V5 practice: Risk Management. Mapped to Manage enterprise risk.
definition: ITIL V5 practice: 风险 Management. Mapped to 管理 企业风险. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.4
preferred label: 风险 Management @zh
domain: management_support
level: 3

Manage compliance
type: Concept
type: ProcessNode
source: PCF:11.2
broader: Manage Enterprise Risk, Compliance, Remediation, and Resiliency
definition: Managing steps to confirm enduring compliance to industry regulations and government legislation.
definition: Managing steps to confirm enduring 合规 to industry regulations and government legislation. @zh
in scheme: O'Process Framework (OPF)
notation: 11.2
preferred label: 管理 合规 @zh
domain: management_support
level: 2

Manage relations with trade or industry groups
type: Concept
type: ProcessNode
source: PCF:12.2.3
broader: Manage government and industry relationships
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 12.2.3
preferred label: 管理 relations with trade or industry groups @zh
domain: management_support
level: 3

Supplier Management
type: Concept
type: ProcessNode
source: ITIL:V5:Supplier Management
broader: Manage External Relationships
definition: ITIL V5 practice: Supplier Management. Mapped to Manage External Relationships.
definition: ITIL V5 practice: Supplier Management. Mapped to 管理 外部关系. @zh
in scheme: O'Process Framework (OPF)
notation: 12.6
domain: management_support
level: 2

Manage process performance
type: Concept
type: ProcessNode
source: PCF:13.1.4
broader: Manage business processes
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.4
preferred label: 管理 process 绩效 @zh
domain: management_support
level: 3

Identify sustainability requirements
type: Concept
type: ProcessNode
source: PCF:13.10.1.1
broader: Develop sustainability capability
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.10.1.1
preferred label: 识别 可持续发展 requirements @zh
domain: management_support
level: 4

Manage sustainability capability
type: Concept
type: ProcessNode
source: PCF:13.10.2
broader: Manage sustainability
definition: Managing sustainability across the organization. Provide training, support, reporting, and oversight to the distributed sustainability efforts across functional units and support services.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.10.2
preferred label: 管理 可持续发展 capability @zh
domain: management_support
level: 3

Manage portfolio
type: Concept
type: ProcessNode
source: PCF:13.2.1
broader: Manage portfolio, program, and project
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.1
preferred label: 管理 portfolio @zh
domain: management_support
level: 3

Project Management
type: Concept
type: ProcessNode
source: ITIL:V5:Project Management
broader: Manage portfolio, program, and project
definition: ITIL V5 practice: Project Management. Mapped to Manage portfolio, program, and project.
definition: ITIL V5 practice: 项目管理. Mapped to 管理 portfolio, program, and project. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.4
preferred label: 项目管理 @zh
domain: management_support
level: 3

Test against quality plan
type: Concept
type: ProcessNode
source: PCF:13.3.2.1
broader: Evaluate performance to requirements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.2.1
preferred label: 测试 against 质量 plan @zh
domain: management_support
level: 4

Sustain improvement
type: Concept
type: ProcessNode
source: PCF:13.4.4
broader: Manage change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.4
domain: management_support
level: 3

Organizational Change Management
type: Concept
type: ProcessNode
source: ITIL:V5:Organizational Change Management
broader: Manage change
definition: ITIL V5 practice: Organizational Change Management. Mapped to Manage change.
definition: ITIL V5 practice: Organizational 变更 Management. Mapped to 管理 变更. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.5
preferred label: Organizational 变更 Management @zh
domain: management_support
level: 3

Assess KM capabilities
type: Concept
type: ProcessNode
source: PCF:13.5.2
broader: Develop and manage enterprise-wide knowledge management (KM) capability
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.2
preferred label: 评估 KM capabilities @zh
domain: management_support
level: 3

Evolve and sustain KM capabilities
type: Concept
type: ProcessNode
source: PCF:13.5.4
broader: Develop and manage enterprise-wide knowledge management (KM) capability
definition: Developing resources for improved knowledge management and knowledge engineering.
definition: Developing resources for improved 知识管理 and knowledge engineering. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.4
domain: management_support
level: 3

Knowledge Management
type: Concept
type: ProcessNode
source: ITIL:V5:Knowledge Management
broader: Develop and manage enterprise-wide knowledge management (KM) capability
definition: ITIL V5 practice: Knowledge Management. Mapped to Develop and manage enterprise-wide knowledge management (KM) capability.
definition: ITIL V5 practice: 知识管理. Mapped to 开发 and manage enterprise-wide 知识管理 (KM) capability. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5.5
preferred label: 知识管理 @zh
domain: management_support
level: 3

Develop and manage taxonomies
type: Concept
type: ProcessNode
source: PCF:13.6.2
broader: Manage Content
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.2
preferred label: 开发 and manage taxonomies @zh
domain: management_support
level: 3

Deliver approved content
type: Concept
type: ProcessNode
source: PCF:13.6.6
broader: Manage Content
definition: Delivering approved content to intended audiences through appropriate channels, repositories, or platforms in accordance with defined standards and controls.
definition: Delivering approved 内容 to intended audiences through appropriate channels, repositories, or platforms in accordance with defined standards and controls. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.6
preferred label: Deliver approved 内容 @zh
domain: management_support
level: 3

Control delivered content
type: Concept
type: ProcessNode
source: PCF:13.6.7
broader: Manage Content
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.7
preferred label: 控制 delivered 内容 @zh
domain: management_support
level: 3

Measurement and Reporting
type: Concept
type: ProcessNode
source: ITIL:V5:Measurement and Reporting
broader: Measure and benchmark
definition: ITIL V5 practice: Measurement and Reporting. Mapped to Measure and benchmark.
in scheme: O'Process Framework (OPF)
notation: 13.7.4
domain: management_support
level: 3

Manage Environmental Health and Safety (EHS)
type: Concept
type: ProcessNode
source: PCF:13.9
broader: Develop and Manage Business Capabilities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.9
preferred label: 管理 环境健康与安全 (EHS) @zh
domain: management_support
level: 2

Manage regulatory requirements
type: Concept
type: ProcessNode
source: PCF:2.1.3.5
broader: Manage patents, copyrights, and regulatory requirements
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 2.1.3.5
preferred label: 管理 regulatory requirements @zh
domain: operating
level: 4

Perform discovery research
type: Concept
type: ProcessNode
source: PCF:2.2.1
broader: Generate and define new product/service ideas
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.2.1
domain: operating
level: 3

Define product/service development requirements
type: Concept
type: ProcessNode
source: PCF:2.2.3
broader: Generate and define new product/service ideas
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.2.3
preferred label: 定义 product/service development requirements @zh
domain: operating
level: 3

Business Analysis
type: Concept
type: ProcessNode
source: ITIL:V5:Business Analysis
broader: Develop and Manage Products and Services
definition: ITIL V5 practice: Business Analysis. Mapped to Develop and Manage Products and Services.
definition: ITIL V5 practice: 业务分析. Mapped to 开发 and 管理 产品和服务. @zh
in scheme: O'Process Framework (OPF)
notation: 2.4
preferred label: 业务分析 @zh
domain: operating
level: 2

Understand markets, customers, and capabilities
type: Concept
type: ProcessNode
source: PCF:3.1
broader: Market and Sell Products and Services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.1
domain: operating
level: 2

Define offering and customer value proposition
type: Concept
type: ProcessNode
source: PCF:3.2.1
broader: Develop marketing strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.1
preferred label: 定义 offering and customer value proposition @zh
domain: operating
level: 3

Orchestrate seamless customer experience across supported channels
type: Concept
type: ProcessNode
source: PCF:3.2.4.7
broader: Define and manage channel strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.4.7
preferred label: 编排 seamless customer experience across supported channels @zh
domain: operating
level: 4

Provide sales and product/service training to sales partners/alliances
type: Concept
type: ProcessNode
source: PCF:3.5.5.1
broader: Manage sales partners and alliances
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.5.1
preferred label: 提供 sales and product/service 训练 to sales partners/alliances @zh
domain: operating
level: 4

Plan Source
type: Concept
type: ProcessNode
source: SCOR:DS14:sP2
broader: Plan for and align supply chain resources
definition: SCOR DS 14.0: Plan Source (sP2).
definition: SCOR DS 14.0: 规划 Source (sP2). @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.10
preferred label: 规划 Source @zh
domain: operating
level: 3

Plan Transform
type: Concept
type: ProcessNode
source: SCOR:DS14:sP3
broader: Plan for and align supply chain resources
definition: SCOR DS 14.0: Plan Transform (sP3).
definition: SCOR DS 14.0: 规划 转化 (sP3). @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.11
preferred label: 规划 转化 @zh
domain: operating
level: 3

Plan Order
type: Concept
type: ProcessNode
source: SCOR:DS14:sP4
broader: Plan for and align supply chain resources
definition: SCOR DS 14.0: Plan Order (sP4).
definition: SCOR DS 14.0: 规划 Order (sP4). @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.12
preferred label: 规划 Order @zh
domain: operating
level: 3

Plan Fulfill
type: Concept
type: ProcessNode
source: SCOR:DS14:sP5
broader: Plan for and align supply chain resources
definition: SCOR DS 14.0: Plan Fulfill (sP5).
definition: SCOR DS 14.0: 规划 履约 (sP5). @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.13
preferred label: 规划 履约 @zh
domain: operating
level: 3

Plan Return
type: Concept
type: ProcessNode
source: SCOR:DS14:sP6
broader: Plan for and align supply chain resources
definition: SCOR DS 14.0: Plan Return (sP6).
definition: SCOR DS 14.0: 规划 Return (sP6). @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.14
preferred label: 规划 Return @zh
domain: operating
level: 3

Create and manage master production schedule
type: Concept
type: ProcessNode
source: PCF:4.1.4
broader: Plan for and align supply chain resources
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.1.4
preferred label: 创建 and manage master production schedule @zh
domain: operating
level: 3

Review distribution planning policies
type: Concept
type: ProcessNode
source: PCF:4.1.7
broader: Plan for and align supply chain resources
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.1.7
preferred label: 审查 distribution planning policies @zh
domain: operating
level: 3

Develop quality standards and procedures
type: Concept
type: ProcessNode
source: PCF:4.1.8
broader: Plan for and align supply chain resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.8
preferred label: 开发 质量 standards and procedures @zh
domain: operating
level: 3

Plan Supply Chain
type: Concept
type: ProcessNode
source: SCOR:DS14:sP1
broader: Plan for and align supply chain resources
definition: SCOR DS 14.0: Plan Supply Chain (sP1).
definition: SCOR DS 14.0: 规划 供应链 (sP1). @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.9
preferred label: 规划 供应链 @zh
domain: operating
level: 3

Manage SC Business Rules
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr1
broader: Manage Supply Chain for Physical Products
definition: SCOR DS 14.0: Manage SC Business Rules (sOr1).
definition: SCOR DS 14.0: 管理 SC Business Rules (sOr1). @zh
in scheme: O'Process Framework (OPF)
notation: 4.11
preferred label: 管理 SC Business Rules @zh
domain: operating
level: 2

Manage SC Performance
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr2
broader: Manage Supply Chain for Physical Products
definition: SCOR DS 14.0: Manage SC Performance (sOr2).
definition: SCOR DS 14.0: 管理 SC 绩效 (sOr2). @zh
in scheme: O'Process Framework (OPF)
notation: 4.12
preferred label: 管理 SC 绩效 @zh
domain: operating
level: 2

Manage SC Human Resources
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr4
broader: Manage Supply Chain for Physical Products
definition: SCOR DS 14.0: Manage SC Human Resources (sOr4).
definition: SCOR DS 14.0: 管理 SC 人力资源 (sOr4). @zh
in scheme: O'Process Framework (OPF)
notation: 4.14
preferred label: 管理 SC 人力资源 @zh
domain: operating
level: 2

Manage SC Assets
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr5
broader: Manage Supply Chain for Physical Products
definition: SCOR DS 14.0: Manage SC Assets (sOr5).
definition: SCOR DS 14.0: 管理 SC 资产 (sOr5). @zh
in scheme: O'Process Framework (OPF)
notation: 4.15
preferred label: 管理 SC 资产 @zh
domain: operating
level: 2

Manage SC Contracts
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr6
broader: Manage Supply Chain for Physical Products
definition: SCOR DS 14.0: Manage SC Contracts (sOr6).
definition: SCOR DS 14.0: 管理 SC Contracts (sOr6). @zh
in scheme: O'Process Framework (OPF)
notation: 4.16
preferred label: 管理 SC Contracts @zh
domain: operating
level: 2

Manage SC Network
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr7
broader: Manage Supply Chain for Physical Products
definition: SCOR DS 14.0: Manage SC Network (sOr7).
definition: SCOR DS 14.0: 管理 SC Network (sOr7). @zh
in scheme: O'Process Framework (OPF)
notation: 4.17
preferred label: 管理 SC Network @zh
domain: operating
level: 2

Manage SC Regulatory Compliance
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr8
broader: Manage Supply Chain for Physical Products
definition: SCOR DS 14.0: Manage SC Regulatory Compliance (sOr8).
definition: SCOR DS 14.0: 管理 SC Regulatory 合规 (sOr8). @zh
in scheme: O'Process Framework (OPF)
notation: 4.18
preferred label: 管理 SC Regulatory 合规 @zh
domain: operating
level: 2

Manage SC Risk
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr9
broader: Manage Supply Chain for Physical Products
definition: SCOR DS 14.0: Manage SC Risk (sOr9).
definition: SCOR DS 14.0: 管理 SC 风险 (sOr9). @zh
in scheme: O'Process Framework (OPF)
notation: 4.19
preferred label: 管理 SC 风险 @zh
domain: operating
level: 2

Develop category plan
type: Concept
type: ProcessNode
source: PCF:4.2.2
broader: Procure materials and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.2
preferred label: 开发 category plan @zh
domain: operating
level: 3

Manage SC Technology
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr10
broader: Manage Supply Chain for Physical Products
definition: SCOR DS 14.0: Manage SC Technology (sOr10).
definition: SCOR DS 14.0: 管理 SC Technology (sOr10). @zh
in scheme: O'Process Framework (OPF)
notation: 4.20
preferred label: 管理 SC Technology @zh
domain: operating
level: 2

Fulfill Engineer-to-Order Product
type: Concept
type: ProcessNode
source: SCOR:DS14:sF3
broader: Manage logistics and warehousing
definition: SCOR DS 14.0: Fulfill Engineer-to-Order Product (sF3).
definition: SCOR DS 14.0: 履约 Engineer-to-Order Product (sF3). @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.11
preferred label: 履约 Engineer-to-Order Product @zh
domain: operating
level: 3

Confirm specific last mile delivery service requirements for individual customer
type: Concept
type: ProcessNode
source: PCF:4.4.5.1
broader: Deliver last mile delivery services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.5.1
domain: operating
level: 4

Provide last mile delivery service to specific customers
type: Concept
type: ProcessNode
source: PCF:4.4.5.3
broader: Deliver last mile delivery services
definition: Dispatching resources for managing and fulfilling daily service requirements. Manage the progress of order fulfillment. Complete order blocks.
definition: Dispatching resources for managing and 履约ing daily service requirements. 管理 the progress of order 履约ment. Complete order blocks. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.5.3
preferred label: 提供 last mile delivery service to specific customers @zh
domain: operating
level: 4

Order Engineer-to-Order Product
type: Concept
type: ProcessNode
source: SCOR:DS14:sO3
broader: Manage logistics and warehousing
definition: SCOR DS 14.0: Order Engineer-to-Order Product (sO3).
in scheme: O'Process Framework (OPF)
notation: 4.4.8
domain: operating
level: 3

Establish service delivery governance and strategies
type: Concept
type: ProcessNode
source: PCF:5.1
broader: Deliver Services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.1
preferred label: 建立 service delivery 治理 and strategies @zh
domain: operating
level: 2

Plan Service Operations
type: Concept
type: ProcessNode
source: SCOR:DS14:sP-SVC
broader: Establish service delivery governance and strategies
definition: SCOR DS 14.0: Plan Service Operations (sP-SVC).
definition: SCOR DS 14.0: 规划 Service Operations (sP-SVC). @zh
in scheme: O'Process Framework (OPF)
notation: 5.1.3
preferred label: 规划 Service Operations @zh
domain: operating
level: 3

Manage service delivery resources
type: Concept
type: ProcessNode
source: PCF:5.2
broader: Deliver Services
definition: Understanding the demands on resources and creating a plan to enable the delivery of services via those resources.
in scheme: O'Process Framework (OPF)
notation: 5.2
preferred label: 管理 service delivery resources @zh
domain: operating
level: 2

Fulfill Service Operations
type: Concept
type: ProcessNode
source: SCOR:DS14:sF-SVC
broader: Manage and Operate Service Delivery System
definition: SCOR DS 14.0: Fulfill Service Operations (sF-SVC).
definition: SCOR DS 14.0: 履约 Service Operations (sF-SVC). @zh
in scheme: O'Process Framework (OPF)
notation: 5.3.5
preferred label: 履约 Service Operations @zh
domain: operating
level: 3

Deliver service to customer
type: Concept
type: ProcessNode
source: PCF:5.4
broader: Deliver Services
definition: Rendering service to the customer by initiating, executing, and completing tasks associated with service delivery.
in scheme: O'Process Framework (OPF)
notation: 5.4
domain: operating
level: 2

Confirm specific service requirements for individual customer
type: Concept
type: ProcessNode
source: PCF:6.3.4.1
broader: Service products
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.4.1
domain: operating
level: 4

Provide service to specific customers
type: Concept
type: ProcessNode
source: PCF:6.3.4.3
broader: Service products
definition: Dispatching resources for managing and fulfilling daily service requirements. Manage the progress of order fulfillment. Complete order blocks.
definition: Dispatching resources for managing and 履约ing daily service requirements. 管理 the progress of order 履约ment. Complete order blocks. @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.4.3
preferred label: 提供 service to specific customers @zh
domain: operating
level: 4

Measure customer satisfaction with customer problems, requests, and inquiries handling
type: Concept
type: ProcessNode
source: PCF:6.5.1
broader: Evaluate customer service operations and customer satisfaction
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.5.1
preferred label: Measure customer satisfaction with customer 问题s, requests, and inquiries handling @zh
domain: operating
level: 3

Measure customer satisfaction with customer- complaint handling and resolution
type: Concept
type: ProcessNode
source: PCF:6.5.2
broader: Evaluate customer service operations and customer satisfaction
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.5.2
domain: operating
level: 3

Develop total compensation and rewards strategy
type: Concept
type: ProcessNode
source: PCF:7.1.2.2
broader: Develop and implement workforce planning, policies, and strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.2.2
preferred label: 开发 total compensation and rewards 战略 @zh
domain: management_support
level: 4

Manage new hire/re-hire
type: Concept
type: ProcessNode
source: PCF:7.2.4
broader: Recruit, source, and select employees
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.2.4
preferred label: 管理 new hire/re-hire @zh
domain: management_support
level: 3

Manage employee onboarding
type: Concept
type: ProcessNode
source: PCF:7.3.1
broader: Manage employee onboarding, training, and development
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.1
preferred label: 管理 employee onboarding @zh
domain: management_support
level: 3

Redeploy and retire employees
type: Concept
type: ProcessNode
source: PCF:7.6
broader: Develop and Manage Human Resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.6
domain: management_support
level: 2

Implement workforce analytics
type: Concept
type: ProcessNode
source: PCF:7.7.8
broader: Manage employee information and analytics
definition: Transform, develop, and communicate workforce data into analytics in support of organizational requirements.
definition: 转化, develop, and communicate workforce data into analytics in support of organizational requirements. @zh
in scheme: O'Process Framework (OPF)
notation: 7.7.8
preferred label: 实施 workforce analytics @zh
domain: management_support
level: 3

Manage employee communication
type: Concept
type: ProcessNode
source: PCF:7.8
broader: Develop and Manage Human Resources
definition: Creating an effective plan that initiates and promotes communication and engagement among the employees and between employees and management.
in scheme: O'Process Framework (OPF)
notation: 7.8
preferred label: 管理 employee communication @zh
domain: management_support
level: 2

Workforce and Talent Management
type: Concept
type: ProcessNode
source: ITIL:V5:Workforce and Talent Management
broader: Develop and Manage Human Resources
definition: ITIL V5 practice: Workforce and Talent Management. Mapped to Develop and Manage Human Resources.
definition: ITIL V5 practice: Workforce and Talent Management. Mapped to 开发 and 管理 人力资源. @zh
in scheme: O'Process Framework (OPF)
notation: 7.9
domain: management_support
level: 2

Relationship Management
type: Concept
type: ProcessNode
source: ITIL:V5:Relationship Management
broader: Develop and manage IT customer relationships
definition: ITIL V5 practice: Relationship Management. Mapped to Develop and manage IT customer relationships.
definition: ITIL V5 practice: Relationship Management. Mapped to 开发 and manage IT customer relationships. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.8
domain: management_support
level: 3

Service Catalog Management
type: Concept
type: ProcessNode
source: ITIL:V5:Service Catalog Management
broader: Develop and manage IT customer relationships
definition: ITIL V5 practice: Service Catalog Management. Mapped to Develop and manage IT customer relationships.
definition: ITIL V5 practice: Service Catalog Management. Mapped to 开发 and manage IT customer relationships. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.9
domain: management_support
level: 3

Service Financial Management
type: Concept
type: ProcessNode
source: ITIL:V5:Service Financial Management
broader: Develop and manage IT business strategy
definition: ITIL V5 practice: Service Financial Management. Mapped to Develop and manage IT business strategy.
definition: ITIL V5 practice: Service Financial Management. Mapped to 开发 and manage IT business 战略. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.10
domain: management_support
level: 3

Portfolio Management
type: Concept
type: ProcessNode
source: ITIL:V5:Portfolio Management
broader: Develop and manage IT business strategy
definition: ITIL V5 practice: Portfolio Management. Mapped to Develop and manage IT business strategy.
definition: ITIL V5 practice: Portfolio Management. Mapped to 开发 and manage IT business 战略. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.8
domain: management_support
level: 3

Architecture Management
type: Concept
type: ProcessNode
source: ITIL:V5:Architecture Management
broader: Develop and manage IT business strategy
definition: ITIL V5 practice: Architecture Management. Mapped to Develop and manage IT business strategy.
definition: ITIL V5 practice: Architecture Management. Mapped to 开发 and manage IT business 战略. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.9
domain: management_support
level: 3

Service Continuity Management
type: Concept
type: ProcessNode
source: ITIL:V5:Service Continuity Management
broader: Develop and manage IT resilience and risk
definition: ITIL V5 practice: Service Continuity Management. Mapped to Develop and manage IT resilience and risk.
definition: ITIL V5 practice: Service Continuity Management. Mapped to 开发 and manage IT resilience and 风险. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.10
domain: management_support
level: 3

Plan and manage IT continuity
type: Concept
type: ProcessNode
source: PCF:8.3.4
broader: Develop and manage IT resilience and risk
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.4
preferred label: 规划 and manage IT continuity @zh
domain: management_support
level: 3

Define business information and analytics strategy
type: Concept
type: ProcessNode
source: PCF:8.4.1
broader: Manage information
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 8.4.1
preferred label: 定义 business information and analytics 战略 @zh
domain: management_support
level: 3

Service Design
type: Concept
type: ProcessNode
source: ITIL:V5:Service Design
broader: Develop and manage services/solutions
definition: ITIL V5 practice: Service Design. Mapped to Develop and manage services/solutions.
definition: ITIL V5 practice: Service 设计. Mapped to 开发 and manage services/solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.6
preferred label: Service 设计 @zh
domain: management_support
level: 3

Software Development and Management
type: Concept
type: ProcessNode
source: ITIL:V5:Software Development and Management
broader: Develop and manage services/solutions
definition: ITIL V5 practice: Software Development and Management. Mapped to Develop and manage services/solutions.
definition: ITIL V5 practice: Software Development and Management. Mapped to 开发 and manage services/solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.7
domain: management_support
level: 3

Deployment Management
type: Concept
type: ProcessNode
source: ITIL:V5:Deployment Management
broader: Deploy services/solutions
definition: ITIL V5 practice: Deployment Management. Mapped to Deploy services/solutions.
definition: ITIL V5 practice: 部署 Management. Mapped to 部署 services/solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.10
preferred label: 部署 Management @zh
domain: management_support
level: 3

Service Validation and Testing
type: Concept
type: ProcessNode
source: ITIL:V5:Service Validation and Testing
broader: Deploy services/solutions
definition: ITIL V5 practice: Service Validation and Testing. Mapped to Deploy services/solutions.
definition: ITIL V5 practice: Service Validation and Testing. Mapped to 部署 services/solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.8
domain: management_support
level: 3

Service Configuration Management
type: Concept
type: ProcessNode
source: ITIL:V5:Service Configuration Management
broader: Deploy services/solutions
definition: ITIL V5 practice: Service Configuration Management. Mapped to Deploy services/solutions.
definition: ITIL V5 practice: Service 配置 Management. Mapped to 部署 services/solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.9
preferred label: Service 配置 Management @zh
domain: management_support
level: 3

Availability Management
type: Concept
type: ProcessNode
source: ITIL:V5:Availability Management
broader: Create and manage support services/solutions
definition: ITIL V5 practice: Availability Management. Mapped to Create and manage support services/solutions.
definition: ITIL V5 practice: 可用性 Management. Mapped to 创建 and manage support services/solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.10
preferred label: 可用性 Management @zh
domain: management_support
level: 3

Capacity and Performance Management
type: Concept
type: ProcessNode
source: ITIL:V5:Capacity and Performance Management
broader: Create and manage support services/solutions
definition: ITIL V5 practice: Capacity and Performance Management. Mapped to Create and manage support services/solutions.
definition: ITIL V5 practice: 容量 and 绩效 Management. Mapped to 创建 and manage support services/solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.11
preferred label: 容量 and 绩效 Management @zh
domain: management_support
level: 3

Service Request Management
type: Concept
type: ProcessNode
source: ITIL:V5:Service Request Management
broader: Create and manage support services/solutions
definition: ITIL V5 practice: Service Request Management. Mapped to Create and manage support services/solutions.
definition: ITIL V5 practice: Service Request Management. Mapped to 创建 and manage support services/solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.15
domain: management_support
level: 3

Service Desk
type: Concept
type: ProcessNode
source: ITIL:V5:Service Desk
broader: Create and manage support services/solutions
definition: ITIL V5 practice: Service Desk. Mapped to Create and manage support services/solutions.
definition: ITIL V5 practice: Service Desk. Mapped to 创建 and manage support services/solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.16
domain: management_support
level: 3

IT Asset Management
type: Concept
type: ProcessNode
source: ITIL:V5:IT Asset Management
broader: Manage Information Technology (IT)
definition: ITIL V5 practice: IT Asset Management. Mapped to Manage Information Technology (IT).
definition: ITIL V5 practice: IT Asset Management. Mapped to 管理 信息技术 (IT). @zh
in scheme: O'Process Framework (OPF)
notation: 8.8
domain: management_support
level: 2

Infrastructure and Platform Management
type: Concept
type: ProcessNode
source: ITIL:V5:Infrastructure and Platform Management
broader: Manage Information Technology (IT)
definition: ITIL V5 practice: Infrastructure and Platform Management. Mapped to Manage Information Technology (IT).
definition: ITIL V5 practice: 基础设施 and Platform Management. Mapped to 管理 信息技术 (IT). @zh
in scheme: O'Process Framework (OPF)
notation: 8.9
preferred label: 基础设施 and Platform Management @zh
domain: management_support
level: 2

Process payroll
type: Concept
type: ProcessNode
source: PCF:9.5
broader: Manage Financial Resources
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.5
preferred label: 处理 payroll @zh
domain: management_support
level: 2

Process accounts payable and expense reimbursements
type: Concept
type: ProcessNode
source: PCF:9.6
broader: Manage Financial Resources
definition: Handling bills and reimbursements to be made. Make payments for goods or services taken or used on behalf of the organization.
in scheme: O'Process Framework (OPF)
notation: 9.6
preferred label: 处理 accounts payable and expense reimbursements @zh
domain: management_support
level: 2

Manage internal controls
type: Concept
type: ProcessNode
source: PCF:9.8
broader: Manage Financial Resources
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.8
preferred label: 管理 internal controls @zh
domain: management_support
level: 2

Develop tax strategy and plan
type: Concept
type: ProcessNode
source: PCF:9.9.1
broader: Manage taxes
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.9.1
preferred label: 开发 tax 战略 and plan @zh
domain: management_support
level: 3

Analyze deal options
type: Concept
type: ProcessNode
source: PCF:1.1.5.3
broader: Conduct organization restructuring opportunities
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.1.5.3
preferred label: 分析 deal options @zh
domain: operating
level: 4

Develop customer experience strategy
type: Concept
type: ProcessNode
source: PCF:1.2.8
broader: Develop business strategy
definition: Defining a roadmap to meet customer expectations while considering how it will affect the business.
in scheme: O'Process Framework (OPF)
notation: 1.2.8
preferred label: 开发 customer experience 战略 @zh
domain: operating
level: 3

Develop business models
type: Concept
type: ProcessNode
source: PCF:1.4.1
broader: Develop and maintain business models
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.4.1
preferred label: 开发 business 模型s @zh
domain: operating
level: 3

Maintain business models
type: Concept
type: ProcessNode
source: PCF:1.4.2
broader: Develop and maintain business models
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.4.2
preferred label: 维护 business 模型s @zh
domain: operating
level: 3

Design and construct assets
type: Concept
type: ProcessNode
source: PCF:10.2
broader: Acquire, Construct, and Manage Assets
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2
preferred label: 设计 and construct 资产 @zh
domain: management_support
level: 2

Perform abandonment
type: Concept
type: ProcessNode
source: PCF:10.4.10
broader: Manage asset end-of-life
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.4.10
domain: management_support
level: 3

Manage enterprise risk
type: Concept
type: ProcessNode
source: PCF:11.1
broader: Manage Enterprise Risk, Compliance, Remediation, and Resiliency
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1
preferred label: 管理 企业风险 @zh
domain: management_support
level: 2

Establish compliance framework and policies
type: Concept
type: ProcessNode
source: PCF:11.2.1
broader: Manage compliance
definition: Developing a set of procedures detailing an organization's progress in complying with established guidelines, provisions, and legislation.
in scheme: O'Process Framework (OPF)
notation: 11.2.1
preferred label: 建立 合规 framework and policies @zh
domain: management_support
level: 3

Manage AI Ethics Framework
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: AI Governance and Ethics
definition: AI process: Manage AI Ethics Framework.
definition: AI process: 管理 AI 伦理 Framework. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.1
preferred label: 管理 AI 伦理 Framework @zh
domain: management_support
level: 3

Manage AI Regulatory Compliance
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: AI Governance and Ethics
definition: AI process: Manage AI Regulatory Compliance.
definition: AI process: 管理 AI Regulatory 合规. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.2
preferred label: 管理 AI Regulatory 合规 @zh
domain: management_support
level: 3

Manage AI Safety and Alignment
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: AI Governance and Ethics
definition: AI process: Manage AI Safety and Alignment.
definition: AI process: 管理 AI 安全 and 对齐. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.3
preferred label: 管理 AI 安全 and 对齐 @zh
domain: management_support
level: 3

Manage AI Bias and Fairness
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: AI Governance and Ethics
definition: AI process: Manage AI Bias and Fairness.
definition: AI process: 管理 AI 偏见 and 公平性. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.4
preferred label: 管理 AI 偏见 and 公平性 @zh
domain: management_support
level: 3

Manage AI Transparency and Explainability
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: AI Governance and Ethics
definition: AI process: Manage AI Transparency and Explainability.
definition: AI process: 管理 AI 透明度 and 可解释性. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5.5
preferred label: 管理 AI 透明度 and 可解释性 @zh
domain: management_support
level: 3

Build investor relationships
type: Concept
type: ProcessNode
source: PCF:12.1
broader: Manage External Relationships
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.1
preferred label: 构建 investor relationships @zh
domain: management_support
level: 2

Manage government and industry relationships
type: Concept
type: ProcessNode
source: PCF:12.2
broader: Manage External Relationships
definition: Creating and maintaining relationships with government and industry representatives.
in scheme: O'Process Framework (OPF)
notation: 12.2
preferred label: 管理 government and industry relationships @zh
domain: management_support
level: 2

Manage relations with quasi-government bodies
type: Concept
type: ProcessNode
source: PCF:12.2.2
broader: Manage government and industry relationships
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 12.2.2
preferred label: 管理 relations with quasi-government bodies @zh
domain: management_support
level: 3

Protect intellectual property
type: Concept
type: ProcessNode
source: PCF:12.4.6
broader: Manage legal and ethical issues
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.4.6
domain: management_support
level: 3

Establish and maintain process management governance
type: Concept
type: ProcessNode
source: PCF:13.1.1
broader: Manage business processes
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.1
preferred label: 建立 and maintain process management 治理 @zh
domain: management_support
level: 3

Improve processes
type: Concept
type: ProcessNode
source: PCF:13.1.5
broader: Manage business processes
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1.5
domain: management_support
level: 3

Continual Improvement
type: Concept
type: ProcessNode
source: ITIL:V5:Continual Improvement
broader: Develop and Manage Business Capabilities
definition: ITIL V5 practice: Continual Improvement. Mapped to Develop and Manage Business Capabilities.
definition: ITIL V5 practice: Continual Improvement. Mapped to 开发 and 管理 业务能力. @zh
in scheme: O'Process Framework (OPF)
notation: 13.11
domain: management_support
level: 2

AI Capabilities Development
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Develop and Manage Business Capabilities
definition: AI-era process group: AI Capabilities Development.
in scheme: O'Process Framework (OPF)
notation: 13.12
domain: management_support
level: 2

Assess AI Capability Maturity
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: AI Capabilities Development
definition: AI process: Assess AI Capability Maturity.
definition: AI process: 评估 AI Capability 成熟度. @zh
in scheme: O'Process Framework (OPF)
notation: 13.12.1
preferred label: 评估 AI Capability 成熟度 @zh
domain: management_support
level: 3

Develop AI Knowledge and Skills
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: AI Capabilities Development
definition: AI process: Develop AI Knowledge and Skills.
definition: AI process: 开发 AI Knowledge and Skills. @zh
in scheme: O'Process Framework (OPF)
notation: 13.12.2
preferred label: 开发 AI Knowledge and Skills @zh
domain: management_support
level: 3

Manage AI-Assisted Decision Making
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: AI Capabilities Development
definition: AI process: Manage AI-Assisted Decision Making.
definition: AI process: 管理 AI-Assisted Decision Making. @zh
in scheme: O'Process Framework (OPF)
notation: 13.12.3
preferred label: 管理 AI-Assisted Decision Making @zh
domain: management_support
level: 3

Manage AI Innovation Pipeline
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: AI Capabilities Development
definition: AI process: Manage AI Innovation Pipeline.
definition: AI process: 管理 AI 创新 流水线. @zh
in scheme: O'Process Framework (OPF)
notation: 13.12.4
preferred label: 管理 AI 创新 流水线 @zh
domain: management_support
level: 3

Manage portfolio, program, and project
type: Concept
type: ProcessNode
source: PCF:13.2
broader: Develop and Manage Business Capabilities
definition: Managing investments, holdings, products, businesses, and brands, along with the related projects that together constitute a program.
in scheme: O'Process Framework (OPF)
notation: 13.2
preferred label: 管理 portfolio, program, and project @zh
domain: management_support
level: 2

Manage programs
type: Concept
type: ProcessNode
source: PCF:13.2.2
broader: Manage portfolio, program, and project
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.2
preferred label: 管理 programs @zh
domain: management_support
level: 3

Manage enterprise quality
type: Concept
type: ProcessNode
source: PCF:13.3
broader: Develop and Manage Business Capabilities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3
preferred label: 管理 enterprise 质量 @zh
domain: management_support
level: 2

Develop quality controls
type: Concept
type: ProcessNode
source: PCF:13.3.1.3
broader: Establish quality requirements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.1.3
preferred label: 开发 质量 controls @zh
domain: management_support
level: 4

Assess results of tests
type: Concept
type: ProcessNode
source: PCF:13.3.2.2
broader: Evaluate performance to requirements
definition: Assessing the significance of the sample. Summarize the results of the test. Recommend improvement actions. Decide what steps to take next.
in scheme: O'Process Framework (OPF)
notation: 13.3.2.2
preferred label: 评估 results of tests @zh
domain: management_support
level: 4

Measure and benchmark
type: Concept
type: ProcessNode
source: PCF:13.7
broader: Develop and Manage Business Capabilities
definition: Defining and managing measurement and benchmarking. Measure and benchmark the performance of internal processes, as well as the organization as a whole.
definition: Defining and managing measurement and benchmarking. Measure and benchmark the 绩效 of internal processes, as well as the organization as a whole. @zh
in scheme: O'Process Framework (OPF)
notation: 13.7
domain: management_support
level: 2

Develop EHS program
type: Concept
type: ProcessNode
source: PCF:13.9.2
broader: Manage Environmental Health and Safety (EHS)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.9.2
preferred label: 开发 EHS program @zh
domain: management_support
level: 3

Generate and define new product/service ideas
type: Concept
type: ProcessNode
source: PCF:2.2
broader: Develop and Manage Products and Services
definition: Identifying and describing new product or service thoughts based on organizational objectives/targets.
in scheme: O'Process Framework (OPF)
notation: 2.2
domain: operating
level: 2

Test market for new or revised products and services
type: Concept
type: ProcessNode
source: PCF:2.3.2
broader: Develop products and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.2
preferred label: 测试 market for new or revised 产品和服务 @zh
domain: operating
level: 3

Evaluate and prioritize market opportunities
type: Concept
type: ProcessNode
source: PCF:3.1.2
broader: Understand markets, customers, and capabilities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.1.2
preferred label: 评估 and prioritize market opportunities @zh
domain: operating
level: 3

Develop and manage brands
type: Concept
type: ProcessNode
source: PCF:3.2.2
broader: Develop marketing strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.2
preferred label: 开发 and manage brands @zh
domain: operating
level: 3

Define pricing strategy
type: Concept
type: ProcessNode
source: PCF:3.2.3
broader: Develop marketing strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.3
preferred label: 定义 pricing 战略 @zh
domain: operating
level: 3

Establish marketing budgets
type: Concept
type: ProcessNode
source: PCF:3.3.2
broader: Develop and manage marketing plans
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.2
preferred label: 建立 marketing budgets @zh
domain: operating
level: 3

Develop and manage packaging strategy
type: Concept
type: ProcessNode
source: PCF:3.3.7
broader: Develop and manage marketing plans
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.7
preferred label: 开发 and manage packaging 战略 @zh
domain: operating
level: 3

Develop sales forecast
type: Concept
type: ProcessNode
source: PCF:3.4.1
broader: Develop sales strategy
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.4.1
preferred label: 开发 sales forecast @zh
domain: operating
level: 3

Manage sales partners and alliances
type: Concept
type: ProcessNode
source: PCF:3.5.5
broader: Develop and manage sales plans
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.5
preferred label: 管理 sales partners and alliances @zh
domain: operating
level: 3

Establish distribution planning constraints
type: Concept
type: ProcessNode
source: PCF:4.1.6
broader: Plan for and align supply chain resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.6
preferred label: 建立 distribution planning constraints @zh
domain: operating
level: 3

Fulfill Return Excess Product
type: Concept
type: ProcessNode
source: SCOR:DS14:sFR3
broader: Manage Supply Chain for Physical Products
definition: SCOR DS 14.0: Fulfill Return Excess Product (sFR3).
definition: SCOR DS 14.0: 履约 Return Excess Product (sFR3). @zh
in scheme: O'Process Framework (OPF)
notation: 4.10
preferred label: 履约 Return Excess Product @zh
domain: operating
level: 2

Select suppliers and develop/maintain contracts
type: Concept
type: ProcessNode
source: PCF:4.2.3
broader: Procure materials and services
definition: Evaluating supplier options to select the most effective and efficient suppliers. Validate selected suppliers. Establish and manage supplier contracts.
definition: Evaluating supplier options to select the most effective and efficient suppliers. 验证 selected suppliers. 建立 and manage supplier contracts. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.3
preferred label: 选择 suppliers and develop/maintain contracts @zh
domain: operating
level: 3

Manage suppliers
type: Concept
type: ProcessNode
source: PCF:4.2.5
broader: Procure materials and services
definition: Collecting and analyzing new information in order to track and rate suppliers and build relationships.
in scheme: O'Process Framework (OPF)
notation: 4.2.5
preferred label: 管理 suppliers @zh
domain: operating
level: 3

Source Stocked Product
type: Concept
type: ProcessNode
source: SCOR:DS14:sS1
broader: Procure materials and services
definition: SCOR DS 14.0: Source Stocked Product (sS1).
in scheme: O'Process Framework (OPF)
notation: 4.2.6
domain: operating
level: 3

Source Make-to-Order Product
type: Concept
type: ProcessNode
source: SCOR:DS14:sS2
broader: Procure materials and services
definition: SCOR DS 14.0: Source Make-to-Order Product (sS2).
in scheme: O'Process Framework (OPF)
notation: 4.2.7
domain: operating
level: 3

Source Engineer-to-Order Product
type: Concept
type: ProcessNode
source: SCOR:DS14:sS3
broader: Procure materials and services
definition: SCOR DS 14.0: Source Engineer-to-Order Product (sS3).
in scheme: O'Process Framework (OPF)
notation: 4.2.8
domain: operating
level: 3

Manage SC Sustainability
type: Concept
type: ProcessNode
source: SCOR:DS14:sOr11
broader: Manage Supply Chain for Physical Products
definition: SCOR DS 14.0: Manage SC Sustainability (sOr11).
definition: SCOR DS 14.0: 管理 SC 可持续发展 (sOr11). @zh
in scheme: O'Process Framework (OPF)
notation: 4.21
preferred label: 管理 SC 可持续发展 @zh
domain: operating
level: 2

Monitor and optimize production process
type: Concept
type: ProcessNode
source: PCF:4.3.2.5
broader: Produce/Assemble product
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 4.3.2.5
preferred label: 监控 and optimize production process @zh
domain: operating
level: 4

Fulfill Make-to-Order Product
type: Concept
type: ProcessNode
source: SCOR:DS14:sF2
broader: Manage logistics and warehousing
definition: SCOR DS 14.0: Fulfill Make-to-Order Product (sF2).
definition: SCOR DS 14.0: 履约 Make-to-Order Product (sF2). @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.10
preferred label: 履约 Make-to-Order Product @zh
domain: operating
level: 3

Manage disposition of returned products
type: Concept
type: ProcessNode
source: PCF:4.4.2.5
broader: Plan and manage inbound material flow
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.2.5
preferred label: 管理 disposition of returned products @zh
domain: operating
level: 4

Operate outbound transportation
type: Concept
type: ProcessNode
source: PCF:4.4.4
broader: Manage logistics and warehousing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.4
domain: operating
level: 3

Deliver last mile delivery services
type: Concept
type: ProcessNode
source: PCF:4.4.5
broader: Manage logistics and warehousing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.5
domain: operating
level: 3

Ensure quality of last mile delivery
type: Concept
type: ProcessNode
source: PCF:4.4.5.4
broader: Deliver last mile delivery services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.5.4
preferred label: Ensure 质量 of last mile delivery @zh
domain: operating
level: 4

Order Stocked Product
type: Concept
type: ProcessNode
source: SCOR:DS14:sO1
broader: Manage logistics and warehousing
definition: SCOR DS 14.0: Order Stocked Product (sO1).
in scheme: O'Process Framework (OPF)
notation: 4.4.6
domain: operating
level: 3

Order Make-to-Order Product
type: Concept
type: ProcessNode
source: SCOR:DS14:sO2
broader: Manage logistics and warehousing
definition: SCOR DS 14.0: Order Make-to-Order Product (sO2).
in scheme: O'Process Framework (OPF)
notation: 4.4.7
domain: operating
level: 3

Source Return Defective Product
type: Concept
type: ProcessNode
source: SCOR:DS14:sSR1
broader: Manage Supply Chain for Physical Products
definition: SCOR DS 14.0: Source Return Defective Product (sSR1).
in scheme: O'Process Framework (OPF)
notation: 4.5
domain: operating
level: 2

Source Return MRO Product
type: Concept
type: ProcessNode
source: SCOR:DS14:sSR2
broader: Manage Supply Chain for Physical Products
definition: SCOR DS 14.0: Source Return MRO Product (sSR2).
in scheme: O'Process Framework (OPF)
notation: 4.6
domain: operating
level: 2

Source Return Excess Product
type: Concept
type: ProcessNode
source: SCOR:DS14:sSR3
broader: Manage Supply Chain for Physical Products
definition: SCOR DS 14.0: Source Return Excess Product (sSR3).
in scheme: O'Process Framework (OPF)
notation: 4.7
domain: operating
level: 2

Fulfill Return Defective Product
type: Concept
type: ProcessNode
source: SCOR:DS14:sFR1
broader: Manage Supply Chain for Physical Products
definition: SCOR DS 14.0: Fulfill Return Defective Product (sFR1).
definition: SCOR DS 14.0: 履约 Return Defective Product (sFR1). @zh
in scheme: O'Process Framework (OPF)
notation: 4.8
preferred label: 履约 Return Defective Product @zh
domain: operating
level: 2

Fulfill Return MRO Product
type: Concept
type: ProcessNode
source: SCOR:DS14:sFR2
broader: Manage Supply Chain for Physical Products
definition: SCOR DS 14.0: Fulfill Return MRO Product (sFR2).
definition: SCOR DS 14.0: 履约 Return MRO Product (sFR2). @zh
in scheme: O'Process Framework (OPF)
notation: 4.9
preferred label: 履约 Return MRO Product @zh
domain: operating
level: 2

Establish service delivery governance
type: Concept
type: ProcessNode
source: PCF:5.1.1
broader: Establish service delivery governance and strategies
definition: Establishing service delivery governance through a system that manages performance, development, and direction. Allow for customer feedback on delivery satisfaction.
definition: Establishing service delivery 治理 through a system that manages 绩效, development, and direction. Allow for customer feedback on delivery satisfaction. @zh
in scheme: O'Process Framework (OPF)
notation: 5.1.1
preferred label: 建立 service delivery 治理 @zh
domain: operating
level: 3

Plan and manage customer service workforce
type: Concept
type: ProcessNode
source: PCF:6.2.1
broader: Plan and manage customer service contacts
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.2.1
preferred label: 规划 and manage 客户服务 workforce @zh
domain: operating
level: 3

Service products after sales
type: Concept
type: ProcessNode
source: PCF:6.3
broader: Manage Customer Service
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 6.3
domain: operating
level: 2

Service products
type: Concept
type: ProcessNode
source: PCF:6.3.4
broader: Service products after sales
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.4
domain: operating
level: 3

Ensure quality of service
type: Concept
type: ProcessNode
source: PCF:6.3.4.4
broader: Service products
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.3.4.4
preferred label: Ensure 质量 of service @zh
domain: operating
level: 4

Monitor and update HR strategies, plans, and policies
type: Concept
type: ProcessNode
source: PCF:7.1.3
broader: Develop and manage human resources (HR) planning, policies, and strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.3
preferred label: 监控 and update HR strategies, plans, and policies @zh
domain: management_support
level: 3

Screen and select candidates
type: Concept
type: ProcessNode
source: PCF:7.2.3
broader: Recruit, source, and select employees
definition: Evaluating and selecting potential employees through interviews, tests, etc.
in scheme: O'Process Framework (OPF)
notation: 7.2.3
domain: management_support
level: 3

Manage applicant information
type: Concept
type: ProcessNode
source: PCF:7.2.5
broader: Recruit, source, and select employees
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.5
preferred label: 管理 applicant information @zh
domain: management_support
level: 3

Manage employee performance
type: Concept
type: ProcessNode
source: PCF:7.3.2
broader: Manage employee onboarding, training, and development
definition: Defining individual performance objectives. Review performance in order to provide appraisals. Evaluate the efficiency and effectiveness of the current performance program. Update it regularly.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.2
preferred label: 管理 employee 绩效 @zh
domain: management_support
level: 3

Manage employee career development
type: Concept
type: ProcessNode
source: PCF:7.3.3
broader: Manage employee onboarding, training, and development
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.3
preferred label: 管理 employee career development @zh
domain: management_support
level: 3

Establish succession plans
type: Concept
type: ProcessNode
source: PCF:7.3.3.4
broader: Manage employee career development
definition: Establishing plans to ensure continuity in critical roles by identifying potential successors and preparing them for future leadership or specialist positions.
in scheme: O'Process Framework (OPF)
notation: 7.3.3.4
preferred label: 建立 succession plans @zh
domain: management_support
level: 4

Manage examinations and certifications
type: Concept
type: ProcessNode
source: PCF:7.3.4.6
broader: Develop and train employees
definition: Managing identified training programs for employees. Engage with industries to provide certifications, administer certification test, and maintain active certification.
definition: Managing identified 训练 programs for employees. Engage with industries to provide certifications, administer certification test, and maintain active certification. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.4.6
preferred label: 管理 examinations and certifications @zh
domain: management_support
level: 4

Manage and administer benefits
type: Concept
type: ProcessNode
source: PCF:7.5.2
broader: Reward and retain employees
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.5.2
preferred label: 管理 and administer benefits @zh
domain: management_support
level: 3

Manage separation
type: Concept
type: ProcessNode
source: PCF:7.6.2
broader: Redeploy and retire employees
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.6.2
preferred label: 管理 separation @zh
domain: management_support
level: 3

Identify IT customer transformation needs
type: Concept
type: ProcessNode
source: PCF:8.1.2
broader: Develop and manage IT customer relationships
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.2
preferred label: 识别 IT customer 转化ation needs @zh
domain: management_support
level: 3

Analyze service performance
type: Concept
type: ProcessNode
source: PCF:8.1.7
broader: Develop and manage IT customer relationships
definition: Proactively manage IT service levels against IT customer requirements.
definition: Proactively manage IT 服务水平s against IT customer requirements. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.7
preferred label: 分析 service 绩效 @zh
domain: management_support
level: 3

Manage AIOps
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: AI and Intelligent Operations
definition: AI process: Manage AIOps.
definition: AI process: 管理 AIOps. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.3
preferred label: 管理 AIOps @zh
domain: management_support
level: 3

Manage Robotic Process Automation
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: AI and Intelligent Operations
definition: AI process: Manage Robotic Process Automation.
definition: AI process: 管理 Robotic 处理 自动化. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.4
preferred label: 管理 Robotic 处理 自动化 @zh
domain: management_support
level: 3

Manage Data Science Workflows
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: AI and Intelligent Operations
definition: AI process: Manage Data Science Workflows.
definition: AI process: 管理 数据科学 工作流s. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.5
preferred label: 管理 数据科学 工作流s @zh
domain: management_support
level: 3

Manage AI Infrastructure
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: AI and Intelligent Operations
definition: AI process: Manage AI Infrastructure.
definition: AI process: 管理 AI 基础设施. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.6
preferred label: 管理 AI 基础设施 @zh
domain: management_support
level: 3

Define and maintain enterprise architecture
type: Concept
type: ProcessNode
source: PCF:8.2.3
broader: Develop and manage IT business strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.3
preferred label: 定义 and maintain enterprise architecture @zh
domain: management_support
level: 3

Manage IT value portfolio
type: Concept
type: ProcessNode
source: PCF:8.2.6
broader: Develop and manage IT business strategy
definition: Creating and establishing the value portfolio. Defining, analyzing, and examining the value of projects, investments, and activities of the IT function.
in scheme: O'Process Framework (OPF)
notation: 8.2.6
preferred label: 管理 IT value portfolio @zh
domain: management_support
level: 3

Develop IT resilience strategy
type: Concept
type: ProcessNode
source: PCF:8.3.2
broader: Develop and manage IT resilience and risk
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.2
preferred label: 开发 IT resilience 战略 @zh
domain: management_support
level: 3

Information Security Management
type: Concept
type: ProcessNode
source: ITIL:V5:Information Security Management
broader: Develop and manage IT resilience and risk
definition: ITIL V5 practice: Information Security Management. Mapped to Develop and manage IT resilience and risk.
definition: ITIL V5 practice: Information 安全 Management. Mapped to 开发 and manage IT resilience and 风险. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.9
preferred label: Information 安全 Management @zh
domain: management_support
level: 3

Manage information
type: Concept
type: ProcessNode
source: PCF:8.4
broader: Manage Information Technology (IT)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.4
preferred label: 管理 information @zh
domain: management_support
level: 2

Manage business information
type: Concept
type: ProcessNode
source: PCF:8.4.4
broader: Manage information
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.4.4
preferred label: 管理 business information @zh
domain: management_support
level: 3

Change Enablement
type: Concept
type: ProcessNode
source: ITIL:V5:Change Enablement
broader: Deploy services/solutions
definition: ITIL V5 practice: Change Enablement. Mapped to Deploy services/solutions.
definition: ITIL V5 practice: 变更 Enablement. Mapped to 部署 services/solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.6
preferred label: 变更 Enablement @zh
domain: management_support
level: 3

Release Management
type: Concept
type: ProcessNode
source: ITIL:V5:Release Management
broader: Deploy services/solutions
definition: ITIL V5 practice: Release Management. Mapped to Deploy services/solutions.
definition: ITIL V5 practice: 发布 Management. Mapped to 部署 services/solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.7
preferred label: 发布 Management @zh
domain: management_support
level: 3

Monitoring and Event Management
type: Concept
type: ProcessNode
source: ITIL:V5:Monitoring and Event Management
broader: Create and manage support services/solutions
definition: ITIL V5 practice: Monitoring and Event Management. Mapped to Create and manage support services/solutions.
definition: ITIL V5 practice: 监控 and Event Management. Mapped to 创建 and manage support services/solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.12
preferred label: 监控 and Event Management @zh
domain: management_support
level: 3

Problem Management
type: Concept
type: ProcessNode
source: ITIL:V5:Problem Management
broader: Create and manage support services/solutions
definition: ITIL V5 practice: Problem Management. Mapped to Create and manage support services/solutions.
definition: ITIL V5 practice: 问题 Management. Mapped to 创建 and manage support services/solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.14
preferred label: 问题 Management @zh
domain: management_support
level: 3

Service Level Management
type: Concept
type: ProcessNode
source: ITIL:V5:Service Level Management
broader: Create and manage support services/solutions
definition: ITIL V5 practice: Service Level Management. Mapped to Create and manage support services/solutions.
definition: ITIL V5 practice: 服务水平 Management. Mapped to 创建 and manage support services/solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.9
preferred label: 服务水平 Management @zh
domain: management_support
level: 3

Perform cost management
type: Concept
type: ProcessNode
source: PCF:9.1.4
broader: Perform planning and management accounting
definition: Deciding which expenses can be avoided to reduce some costs and increase revenues. Plan and control the organization's budget to forecast future expenditures.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.1.4
domain: management_support
level: 3

Manage international funds/consolidation
type: Concept
type: ProcessNode
source: PCF:9.10
broader: Manage Financial Resources
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.10
preferred label: 管理 international funds/consolidation @zh
domain: management_support
level: 2

Perform capital planning and project approval
type: Concept
type: ProcessNode
source: PCF:9.4.1
broader: Manage fixed-asset project accounting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.4.1
domain: management_support
level: 3

Manage interest rate risk
type: Concept
type: ProcessNode
source: PCF:9.7.5.2
broader: Monitor and execute risk and hedging transactions
definition: Handling risks arising from changes in the interest rate.
definition: Handling 风险s arising from 变更s in the interest rate. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.2
preferred label: 管理 interest rate 风险 @zh
domain: management_support
level: 4

Manage exposure risk
type: Concept
type: ProcessNode
source: PCF:9.7.5.4
broader: Monitor and execute risk and hedging transactions
definition: Taking care of exposure risks. Maintain financial investments in particular investments or a portfolios that could be risky for the organization.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.4
preferred label: 管理 exposure 风险 @zh
domain: management_support
level: 4

Report on internal controls compliance
type: Concept
type: ProcessNode
source: PCF:9.8.3
broader: Manage internal controls
definition: Reporting on internal controls compliance to the appropriate authority, including IT regulations and pertinent data.
definition: Reporting on internal controls 合规 to the appropriate authority, including IT regulations and pertinent data. @zh
in scheme: O'Process Framework (OPF)
notation: 9.8.3
preferred label: 报告 on internal controls 合规 @zh
domain: management_support
level: 3

Acquire, Construct, and Manage Assets
type: Concept
type: ProcessNode
source: PCF:10.0
definition: Relating to the design, construction, acquisition, and management of both productive and non-productive assets.
definition: Relating to the design, construction, acquisition, and management of both productive and non-productive 资产. @zh
in scheme: O'Process Framework (OPF)
notation: 10.0
preferred label: 获取、建设和管理资产 @zh
top concept of: O'Process Framework (OPF)
domain: management_support
level: 1

Plan and acquire assets
type: Concept
type: ProcessNode
source: PCF:10.1
broader: Acquire, Construct, and Manage Assets
definition: Planning, acquiring, and managing facilities, workspaces, and supporting assets. Acquire, configure, and manage facilities and workspaces, to include supporting equipment and materials.
definition: Planning, acquiring, and managing facilities, workspaces, and supporting 资产. Acquire, configure, and manage facilities and workspaces, to include supporting equipment and materials. @zh
in scheme: O'Process Framework (OPF)
notation: 10.1
preferred label: 规划 and acquire 资产 @zh
domain: management_support
level: 2

Plan facility
type: Concept
type: ProcessNode
source: PCF:10.1.2
broader: Plan and acquire assets
definition: Recognizing the needs of facility users in order to construct a project proposal that meets those needs.
in scheme: O'Process Framework (OPF)
notation: 10.1.2
preferred label: 规划 facility @zh
domain: management_support
level: 3

Design and plan asset construction
type: Concept
type: ProcessNode
source: PCF:10.2.2
broader: Design and construct assets
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.2
preferred label: 设计 and plan asset construction @zh
domain: management_support
level: 3

Schedule and perform construction work
type: Concept
type: ProcessNode
source: PCF:10.2.3
broader: Design and construct assets
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.3
preferred label: 调度 and perform construction work @zh
domain: management_support
level: 3

Manage asset construction
type: Concept
type: ProcessNode
source: PCF:10.2.4
broader: Design and construct assets
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.2.4
preferred label: 管理 asset construction @zh
domain: management_support
level: 3

Perform asset maintenance
type: Concept
type: ProcessNode
source: PCF:10.3.3
broader: Maintain assets
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.3.3
domain: management_support
level: 3

Establish the enterprise risk framework and policies
type: Concept
type: ProcessNode
source: PCF:11.1.1
broader: Manage enterprise risk
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.1
preferred label: 建立 the 企业风险 framework and policies @zh
domain: management_support
level: 3

Manage business resiliency
type: Concept
type: ProcessNode
source: PCF:11.4
broader: Manage Enterprise Risk, Compliance, Remediation, and Resiliency
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.4
preferred label: 管理 business 弹性 @zh
domain: management_support
level: 2

AI Governance and Ethics
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage Enterprise Risk, Compliance, Remediation, and Resiliency
definition: AI-era process group: AI Governance and Ethics.
definition: AI-era process group: AI 治理 and 伦理. @zh
in scheme: O'Process Framework (OPF)
notation: 11.5
preferred label: AI 治理 and 伦理 @zh
domain: management_support
level: 2

Manage public relations program
type: Concept
type: ProcessNode
source: PCF:12.5
broader: Manage External Relationships
definition: Managing a public relations programs through business and communications skills.
in scheme: O'Process Framework (OPF)
notation: 12.5
preferred label: 管理 public relations program @zh
domain: management_support
level: 2

Manage business processes
type: Concept
type: ProcessNode
source: PCF:13.1
broader: Develop and Manage Business Capabilities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.1
preferred label: 管理 business processes @zh
domain: management_support
level: 2

Define processes
type: Concept
type: ProcessNode
source: PCF:13.1.3
broader: Manage business processes
definition: Outlining and establishing the business processes of the organization. Scope, analyze, map, and publish processes for the employees who may require it.
in scheme: O'Process Framework (OPF)
notation: 13.1.3
preferred label: 定义 processes @zh
domain: management_support
level: 3

Develop sustainability capability
type: Concept
type: ProcessNode
source: PCF:13.10.1
broader: Manage sustainability
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.10.1
preferred label: 开发 可持续发展 capability @zh
domain: management_support
level: 3

Establish quality requirements
type: Concept
type: ProcessNode
source: PCF:13.3.1
broader: Manage enterprise quality
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.1
preferred label: 建立 质量 requirements @zh
domain: management_support
level: 3

Manage non-conformance
type: Concept
type: ProcessNode
source: PCF:13.3.3
broader: Manage enterprise quality
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.3
preferred label: 管理 non-conformance @zh
domain: management_support
level: 3

Manage change
type: Concept
type: ProcessNode
source: PCF:13.4
broader: Develop and Manage Business Capabilities
definition: Planning, designing, and implementing the change. Ensure improvement in the change process.
definition: Planning, designing, and implementing the 变更. Ensure improvement in the 变更 process. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4
preferred label: 管理 变更 @zh
domain: management_support
level: 2

Implement change
type: Concept
type: ProcessNode
source: PCF:13.4.3
broader: Manage change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.3
preferred label: 实施 变更 @zh
domain: management_support
level: 3

Develop and manage enterprise-wide knowledge management (KM) capability
type: Concept
type: ProcessNode
source: PCF:13.5
broader: Develop and Manage Business Capabilities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.5
preferred label: 开发 and manage enterprise-wide 知识管理 (KM) capability @zh
domain: management_support
level: 2

Design and implement KM capabilities
type: Concept
type: ProcessNode
source: PCF:13.5.3
broader: Develop and manage enterprise-wide knowledge management (KM) capability
definition: Creating knowledge bases and other repositories to preserve and develop company expertise, and to train new employees.
in scheme: O'Process Framework (OPF)
notation: 13.5.3
preferred label: 设计 and implement KM capabilities @zh
domain: management_support
level: 3

Benchmark performance
type: Concept
type: ProcessNode
source: PCF:13.7.2
broader: Measure and benchmark
definition: Comparing organizational performance internally or externally with other organizations.
definition: Comparing organizational 绩效 internally or externally with other organizations. @zh
in scheme: O'Process Framework (OPF)
notation: 13.7.2
preferred label: Benchmark 绩效 @zh
domain: management_support
level: 3

Develop and Manage Products and Services
type: Concept
type: ProcessNode
source: PCF:2.0
definition: 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].
definition: 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]. @zh
in scheme: O'Process Framework (OPF)
notation: 2.0
preferred label: 开发与管理产品和服务 @zh
top concept of: O'Process Framework (OPF)
domain: operating
level: 1

Govern and manage product/service development program
type: Concept
type: ProcessNode
source: PCF:2.1
broader: Develop and Manage Products and Services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1
preferred label: 治理 and manage product/service development program @zh
domain: operating
level: 2

Manage product and service life cycle
type: Concept
type: ProcessNode
source: PCF:2.1.2
broader: Govern and manage product/service development program
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.2
preferred label: 管理 product and service life cycle @zh
domain: operating
level: 3

Manage patents, copyrights, and regulatory requirements
type: Concept
type: ProcessNode
source: PCF:2.1.3
broader: Govern and manage product/service development program
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.3
preferred label: 管理 patents, copyrights, and regulatory requirements @zh
domain: operating
level: 3

Generate new product/service concepts
type: Concept
type: ProcessNode
source: PCF:2.2.2
broader: Generate and define new product/service ideas
definition: Producing and defining ideologies for new product/service offerings.
in scheme: O'Process Framework (OPF)
notation: 2.2.2
domain: operating
level: 3

Develop products and services
type: Concept
type: ProcessNode
source: PCF:2.3
broader: Develop and Manage Products and Services
definition: Developing new products/services from scratch, including all activities associated with the design, prototyping, evaluation, and market testing of these planned offerings.
in scheme: O'Process Framework (OPF)
notation: 2.3
preferred label: 开发 产品和服务 @zh
domain: operating
level: 2

Prepare for production/service delivery
type: Concept
type: ProcessNode
source: PCF:2.3.3
broader: Develop products and services
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 2.3.3
preferred label: 准备 for production/service delivery @zh
domain: operating
level: 3

Define warranty claims
type: Concept
type: ProcessNode
source: PCF:2.3.4
broader: Develop products and services
definition: Determining the exact terms and conditions under which specific warranties apply to certain goods or services.
in scheme: O'Process Framework (OPF)
notation: 2.3.4
preferred label: 定义 warranty claims @zh
domain: operating
level: 3

Analyze and manage channel performance
type: Concept
type: ProcessNode
source: PCF:3.2.5
broader: Develop marketing strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.5
preferred label: 分析 and manage channel 绩效 @zh
domain: operating
level: 3

Design and manage customer loyalty program
type: Concept
type: ProcessNode
source: PCF:3.2.7
broader: Develop marketing strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.7
preferred label: 设计 and manage customer loyalty program @zh
domain: operating
level: 3

Track customer management measures
type: Concept
type: ProcessNode
source: PCF:3.3.5
broader: Develop and manage marketing plans
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.3.5
preferred label: 跟踪 customer management measures @zh
domain: operating
level: 3

Analyze and respond to customer insight
type: Concept
type: ProcessNode
source: PCF:3.3.6
broader: Develop and manage marketing plans
definition: Reviewing and responding to customer feedback. Create tickets to initiate bug fixes or to propose feature updates. Monitor and track progress.
definition: Reviewing and responding to customer feedback. 创建 tickets to initiate bug fixes or to propose feature updates. 监控 and track progress. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.6
preferred label: 分析 and respond to customer insight @zh
domain: operating
level: 3

Develop sales strategy
type: Concept
type: ProcessNode
source: PCF:3.4
broader: Market and Sell Products and Services
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.4
preferred label: 开发 sales 战略 @zh
domain: operating
level: 2

Manage customer sales calls
type: Concept
type: ProcessNode
source: PCF:3.5.1.8
broader: Manage leads/opportunities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.1.8
preferred label: 管理 customer sales calls @zh
domain: operating
level: 4

Manage customers and accounts
type: Concept
type: ProcessNode
source: PCF:3.5.2
broader: Develop and manage sales plans
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.2
preferred label: 管理 customers and accounts @zh
domain: operating
level: 3

Transform Make-to-Order
type: Concept
type: ProcessNode
source: SCOR:DS14:sT2
broader: Produce/Assemble/Test product
definition: SCOR DS 14.0: Transform Make-to-Order (sT2).
definition: SCOR DS 14.0: 转化 Make-to-Order (sT2). @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.6
preferred label: 转化 Make-to-Order @zh
domain: operating
level: 3

Transform Engineer-to-Order
type: Concept
type: ProcessNode
source: SCOR:DS14:sT3
broader: Produce/Assemble/Test product
definition: SCOR DS 14.0: Transform Engineer-to-Order (sT3).
definition: SCOR DS 14.0: 转化 Engineer-to-Order (sT3). @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.7
preferred label: 转化 Engineer-to-Order @zh
domain: operating
level: 3

Fulfill Retail Product
type: Concept
type: ProcessNode
source: SCOR:DS14:sF4
broader: Manage logistics and warehousing
definition: SCOR DS 14.0: Fulfill Retail Product (sF4).
definition: SCOR DS 14.0: 履约 Retail Product (sF4). @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.12
preferred label: 履约 Retail Product @zh
domain: operating
level: 3

Plan and manage inbound material flow
type: Concept
type: ProcessNode
source: PCF:4.4.2
broader: Manage logistics and warehousing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.2
preferred label: 规划 and manage inbound material flow @zh
domain: operating
level: 3

Fulfill Stocked Product
type: Concept
type: ProcessNode
source: SCOR:DS14:sF1
broader: Manage logistics and warehousing
definition: SCOR DS 14.0: Fulfill Stocked Product (sF1).
definition: SCOR DS 14.0: 履约 Stocked Product (sF1). @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.9
preferred label: 履约 Stocked Product @zh
domain: operating
level: 3

Deliver Services
type: Concept
type: ProcessNode
source: PCF:5.0
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 5.0
preferred label: 交付服务 @zh
top concept of: O'Process Framework (OPF)
domain: operating
level: 1

Manage customer complaints
type: Concept
type: ProcessNode
source: PCF:6.2.3
broader: Plan and manage customer service contacts
definition: Obtaining customer complaints online or by phone. Direct these complaints to higher-level representatives as appropriate. Resolve them. Respond to customers.
definition: Obtaining customer complaints online or by phone. Direct these complaints to higher-level representatives as appropriate. 解决 them. Respond to customers. @zh
in scheme: O'Process Framework (OPF)
notation: 6.2.3
preferred label: 管理 customer complaints @zh
domain: operating
level: 3

Investigate warranty issues
type: Concept
type: ProcessNode
source: PCF:6.3.2.3
broader: Process warranty claims
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 6.3.2.3
domain: operating
level: 4

Evaluate customer service operations and customer satisfaction
type: Concept
type: ProcessNode
source: PCF:6.5
broader: Manage Customer Service
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.5
preferred label: 评估 客户服务 operations and customer satisfaction @zh
domain: operating
level: 2

Measure customer satisfaction with products and services
type: Concept
type: ProcessNode
source: PCF:6.5.3
broader: Evaluate customer service operations and customer satisfaction
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.5.3
preferred label: Measure customer satisfaction with 产品和服务 @zh
domain: operating
level: 3

Evaluate and manage warranty performance
type: Concept
type: ProcessNode
source: PCF:6.5.4
broader: Evaluate customer service operations and customer satisfaction
definition: Assessing the cost and effectiveness of warranties.
in scheme: O'Process Framework (OPF)
notation: 6.5.4
preferred label: 评估 and manage warranty 绩效 @zh
domain: operating
level: 3

Develop and manage human resources (HR) planning, policies, and strategies
type: Concept
type: ProcessNode
source: PCF:7.1
broader: Develop and Manage Human Resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1
preferred label: 开发 and manage 人力资源 (HR) planning, policies, and strategies @zh
domain: management_support
level: 2

Perform strategic workforce planning
type: Concept
type: ProcessNode
source: PCF:7.1.2.1
broader: Develop and implement workforce planning, policies, and strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.2.1
domain: management_support
level: 4

Recruit, source, and select employees
type: Concept
type: ProcessNode
source: PCF:7.2
broader: Develop and Manage Human Resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.2
domain: management_support
level: 2

Manage employee onboarding, training, and development
type: Concept
type: ProcessNode
source: PCF:7.3
broader: Develop and Manage Human Resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3
preferred label: 管理 employee onboarding, 训练, and development @zh
domain: management_support
level: 2

Manage employee relations
type: Concept
type: ProcessNode
source: PCF:7.4
broader: Develop and Manage Human Resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.4
preferred label: 管理 employee relations @zh
domain: management_support
level: 2

Reward and retain employees
type: Concept
type: ProcessNode
source: PCF:7.5
broader: Develop and Manage Human Resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.5
domain: management_support
level: 2

Develop workforce analytics
type: Concept
type: ProcessNode
source: PCF:7.7.7
broader: Manage employee information and analytics
definition: Understand, develop, and gather workforce data in support of stakeholder requirements.
in scheme: O'Process Framework (OPF)
notation: 7.7.7
preferred label: 开发 workforce analytics @zh
domain: management_support
level: 3

Plan and communicate IT services
type: Concept
type: ProcessNode
source: PCF:8.1.3
broader: Develop and manage IT customer relationships
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.3
preferred label: 规划 and communicate IT services @zh
domain: management_support
level: 3

Manage IT customer relationships
type: Concept
type: ProcessNode
source: PCF:8.1.6
broader: Develop and manage IT customer relationships
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.6
preferred label: 管理 IT customer relationships @zh
domain: management_support
level: 3

Manage LLMOps
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: AI and Intelligent Operations
definition: AI process: Manage LLMOps.
definition: AI process: 管理 LLMOps. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.2
preferred label: 管理 LLMOps @zh
domain: management_support
level: 3

Conduct and analyze IT compliance assessments
type: Concept
type: ProcessNode
source: PCF:8.3.6
broader: Develop and manage IT resilience and risk
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.6
preferred label: 开展 and analyze IT 合规 assessments @zh
domain: management_support
level: 3

Define and maintain business information architecture
type: Concept
type: ProcessNode
source: PCF:8.4.2
broader: Manage information
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.4.2
preferred label: 定义 and maintain business information architecture @zh
domain: management_support
level: 3

Manage service/solution lifecycle planning
type: Concept
type: ProcessNode
source: PCF:8.5.2
broader: Develop and manage services/solutions
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.2
preferred label: 管理 service/solution lifecycle planning @zh
domain: management_support
level: 3

Execute IT service/solution maintenance lifecycle
type: Concept
type: ProcessNode
source: PCF:8.5.5.1
broader: Perform service/solution maintenance and testing
definition: Executing IT service/solution maintenance lifecycle in order to reduce maintenance costs and increase reliability of IT infrastructure concerning service/solution related problems.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.5.1
preferred label: 执行 IT service/solution maintenance lifecycle @zh
domain: management_support
level: 4

Define and establish service delivery strategy
type: Concept
type: ProcessNode
source: PCF:8.7.1
broader: Create and manage support services/solutions
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.1
preferred label: 定义 and establish service delivery 战略 @zh
domain: management_support
level: 3

Incident Management
type: Concept
type: ProcessNode
source: ITIL:V5:Incident Management
broader: Create and manage support services/solutions
definition: ITIL V5 practice: Incident Management. Mapped to Create and manage support services/solutions.
definition: ITIL V5 practice: 事件 Management. Mapped to 创建 and manage support services/solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.13
preferred label: 事件 Management @zh
domain: management_support
level: 3

Develop and manage infrastructure resource planning
type: Concept
type: ProcessNode
source: PCF:8.7.4
broader: Create and manage support services/solutions
definition: Developing and managing the resources required for administration of infrastructure. Manage the IT inventory and assets to meet organization's IT resource capacity.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.4
preferred label: 开发 and manage 基础设施 resource planning @zh
domain: management_support
level: 3

Perform planning and management accounting
type: Concept
type: ProcessNode
source: PCF:9.1
broader: Manage Financial Resources
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.1
domain: management_support
level: 2

Perform planning/budgeting/forecasting
type: Concept
type: ProcessNode
source: PCF:9.1.2
broader: Perform planning and management accounting
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.1.2
domain: management_support
level: 3

Invoice customer
type: Concept
type: ProcessNode
source: PCF:9.2.2
broader: Perform revenue accounting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.2.2
domain: management_support
level: 3

Process accounts receivable (AR)
type: Concept
type: ProcessNode
source: PCF:9.2.3
broader: Perform revenue accounting
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.2.3
preferred label: 处理 accounts receivable (AR) @zh
domain: management_support
level: 3

Perform general accounting and reporting
type: Concept
type: ProcessNode
source: PCF:9.3
broader: Manage Financial Resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3
domain: management_support
level: 2

Manage financial policies and procedures
type: Concept
type: ProcessNode
source: PCF:9.3.1
broader: Perform general accounting and reporting
definition: Creating procedures to perform general accounting and reporting. Follow the rules and regulations made for a particular process in the business. Publish accounting policies.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.1
preferred label: 管理 financial policies and procedures @zh
domain: management_support
level: 3

Perform capital project accounting
type: Concept
type: ProcessNode
source: PCF:9.4.2
broader: Manage fixed-asset project accounting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.4.2
domain: management_support
level: 3

Report time
type: Concept
type: ProcessNode
source: PCF:9.5.1
broader: Process payroll
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.5.1
preferred label: 报告 time @zh
domain: management_support
level: 3

Manage and process payroll taxes
type: Concept
type: ProcessNode
source: PCF:9.5.3
broader: Process payroll
definition: Deducting and paying taxes from employees' salaries.
in scheme: O'Process Framework (OPF)
notation: 9.5.3
preferred label: 管理 and process payroll taxes @zh
domain: management_support
level: 3

Process expense reimbursements
type: Concept
type: ProcessNode
source: PCF:9.6.2
broader: Process accounts payable and expense reimbursements
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.6.2
preferred label: 处理 expense reimbursements @zh
domain: management_support
level: 3

Manage foreign exchange risk
type: Concept
type: ProcessNode
source: PCF:9.7.5.3
broader: Monitor and execute risk and hedging transactions
definition: Taking care of foreign-exchange risks.
definition: Taking care of foreign-ex变更 风险s. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.3
preferred label: 管理 foreign ex变更 风险 @zh
domain: management_support
level: 4

Execute hedging transactions
type: Concept
type: ProcessNode
source: PCF:9.7.5.5
broader: Monitor and execute risk and hedging transactions
definition: 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].
definition: 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]. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5.5
preferred label: 执行 hedging transactions @zh
domain: management_support
level: 4

Establish internal controls, policies, and procedures
type: Concept
type: ProcessNode
source: PCF:9.8.1
broader: Manage internal controls
definition: Forming rules and regulations to ensure the achievement of effectiveness, proficiency of operations, and reliability of financial reporting.
in scheme: O'Process Framework (OPF)
notation: 9.8.1
preferred label: 建立 internal controls, policies, and procedures @zh
domain: management_support
level: 3

Develop Vision and Strategy
type: Concept
type: ProcessNode
source: PCF:1.0
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.0
preferred label: 制定愿景与战略 @zh
top concept of: O'Process Framework (OPF)
domain: operating
level: 1

Define the business concept and long-term vision
type: Concept
type: ProcessNode
source: PCF:1.1
broader: Develop Vision and Strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1
preferred label: 定义 the business concept and long-term vision @zh
domain: operating
level: 2

Assess the internal environment
type: Concept
type: ProcessNode
source: PCF:1.1.3
broader: Define the business concept and long-term vision
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.3
preferred label: 评估 the internal environment @zh
domain: operating
level: 3

Manage Enterprise Risk, Compliance, Remediation, and Resiliency
type: Concept
type: ProcessNode
source: PCF:11.0
definition: Ensuring that an organization effectively manages its risk. Process groups are aligned with traditional risk management activities.
definition: Ensuring that an organization effectively manages its 风险. 处理 groups are aligned with traditional 风险 management activities. @zh
in scheme: O'Process Framework (OPF)
notation: 11.0
preferred label: 管理企业风险、合规、补救和弹性 @zh
top concept of: O'Process Framework (OPF)
domain: management_support
level: 1

Manage remediation efforts
type: Concept
type: ProcessNode
source: PCF:11.3
broader: Manage Enterprise Risk, Compliance, Remediation, and Resiliency
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 11.3
preferred label: 管理 remediation efforts @zh
domain: management_support
level: 2

Manage government relations
type: Concept
type: ProcessNode
source: PCF:12.2.1
broader: Manage government and industry relationships
definition: Persuading public and government policy at the local, regional, national, and global level (subject to government regulations).
in scheme: O'Process Framework (OPF)
notation: 12.2.1
preferred label: 管理 government relations @zh
domain: management_support
level: 3

Manage outside counsel
type: Concept
type: ProcessNode
source: PCF:12.4.5
broader: Manage legal and ethical issues
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 12.4.5
preferred label: 管理 outside counsel @zh
domain: management_support
level: 3

Manage projects
type: Concept
type: ProcessNode
source: PCF:13.2.3
broader: Manage portfolio, program, and project
definition: Establishing the scope of the projects. Create plans for implementing the projects. Initiate projects. Review and report project performance to management. Close projects.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3
preferred label: 管理 projects @zh
domain: management_support
level: 3

Establish project scope
type: Concept
type: ProcessNode
source: PCF:13.2.3.1
broader: Manage projects
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3.1
preferred label: 建立 project scope @zh
domain: management_support
level: 4

Implement and maintain the enterprise quality management system (EQMS)
type: Concept
type: ProcessNode
source: PCF:13.3.4
broader: Manage enterprise quality
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.4
preferred label: 实施 and maintain the enterprise 质量 management system (EQMS) @zh
domain: management_support
level: 3

Create environment and capability for EQMS improvement(s)
type: Concept
type: ProcessNode
source: PCF:13.3.4.6
broader: Implement and maintain the enterprise quality management system (EQMS)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.3.4.6
preferred label: 创建 environment and capability for EQMS improvement(s) @zh
domain: management_support
level: 4

Manage content infrastructure
type: Concept
type: ProcessNode
source: PCF:13.6.4
broader: Manage Content
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.4
preferred label: 管理 内容 基础设施 @zh
domain: management_support
level: 3

Monitor and manage EHS program
type: Concept
type: ProcessNode
source: PCF:13.9.3
broader: Manage Environmental Health and Safety (EHS)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.9.3
preferred label: 监控 and manage EHS program @zh
domain: management_support
level: 3

Manage product and service portfolio
type: Concept
type: ProcessNode
source: PCF:2.1.1
broader: Govern and manage product/service development program
definition: 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].
definition: 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]. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.1
preferred label: 管理 product and service portfolio @zh
domain: operating
level: 3

Design products/services
type: Concept
type: ProcessNode
source: PCF:2.3.1.8
broader: Design and prototype products and services
definition: Creating a sketch of the customer focused product/service in Develop and Manage Products and Services [10003].
definition: Creating a sketch of the customer focused product/service in 开发 and 管理 产品和服务 [10003]. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.1.8
preferred label: 设计 products/services @zh
domain: operating
level: 4

Market and Sell Products and Services
type: Concept
type: ProcessNode
source: PCF:3.0
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.0
preferred label: 营销和销售产品和服务 @zh
top concept of: O'Process Framework (OPF)
domain: operating
level: 1

Perform customer and market intelligence analysis
type: Concept
type: ProcessNode
source: PCF:3.1.1
broader: Understand markets, customers, and capabilities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.1.1
domain: operating
level: 3

Establish overall sales budgets
type: Concept
type: ProcessNode
source: PCF:3.4.3
broader: Develop sales strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.4.3
preferred label: 建立 overall sales budgets @zh
domain: operating
level: 3

Create materials plan
type: Concept
type: ProcessNode
source: PCF:4.1.3
broader: Plan for and align supply chain resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.3
preferred label: 创建 materials plan @zh
domain: operating
level: 3

Produce/Assemble product
type: Concept
type: ProcessNode
source: PCF:4.3.2
broader: Produce/Assemble/Test product
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.2
domain: operating
level: 3

Perform quality testing
type: Concept
type: ProcessNode
source: PCF:4.3.3
broader: Produce/Assemble/Test product
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.3
preferred label: Perform 质量 testing @zh
domain: operating
level: 3

Transform Make-to-Stock
type: Concept
type: ProcessNode
source: SCOR:DS14:sT1
broader: Produce/Assemble/Test product
definition: SCOR DS 14.0: Transform Make-to-Stock (sT1).
definition: SCOR DS 14.0: 转化 Make-to-Stock (sT1). @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.5
preferred label: 转化 Make-to-Stock @zh
domain: operating
level: 3

Create and manage resource plan
type: Concept
type: ProcessNode
source: PCF:5.2.2
broader: Manage service delivery resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.2.2
preferred label: 创建 and manage resource plan @zh
domain: operating
level: 3

Manage and Operate Service Delivery System
type: Concept
type: ProcessNode
source: PCF:5.3
broader: Deliver Services
definition: Managing and operating the systems, resources, and processes used to deliver services to customers, including planning, startup, ongoing operations, and service assurance.
in scheme: O'Process Framework (OPF)
notation: 5.3
preferred label: 管理和运营服务交付系统 @zh
domain: operating
level: 2

Manage Customer Service
type: Concept
type: ProcessNode
source: PCF:6.0
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.0
preferred label: 管理客户服务 @zh
top concept of: O'Process Framework (OPF)
domain: operating
level: 1

Plan and manage customer service contacts
type: Concept
type: ProcessNode
source: PCF:6.2
broader: Manage Customer Service
definition: Planning and administering workforce operations for customer service provision by taking care of customer services requests/inquiries, as well as the complaints.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.2
preferred label: 规划 and manage 客户服务 contacts @zh
domain: operating
level: 2

Manage customer service problems, requests, and inquiries
type: Concept
type: ProcessNode
source: PCF:6.2.2
broader: Plan and manage customer service contacts
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 6.2.2
preferred label: 管理 客户服务 问题s, requests, and inquiries @zh
domain: operating
level: 3

Manage product recalls and regulatory audits
type: Concept
type: ProcessNode
source: PCF:6.4
broader: Manage Customer Service
definition: Removing defective products from the distribution chain. Participate in audits from watchdog agencies.
in scheme: O'Process Framework (OPF)
notation: 6.4
preferred label: 管理 product recalls and regulatory audits @zh
domain: operating
level: 2

Recruit/Source candidates
type: Concept
type: ProcessNode
source: PCF:7.2.2
broader: Recruit, source, and select employees
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.2
domain: management_support
level: 3

AI and Intelligent Operations
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: Manage Information Technology (IT)
definition: AI-era process group: AI and Intelligent Operations.
in scheme: O'Process Framework (OPF)
notation: 8.10
domain: management_support
level: 2

Manage MLOps Lifecycle
type: Concept
type: ProcessNode
source: oprocess:ai-era
broader: AI and Intelligent Operations
definition: AI process: Manage MLOps Lifecycle.
definition: AI process: 管理 MLOps Lifecycle. @zh
in scheme: O'Process Framework (OPF)
notation: 8.10.1
preferred label: 管理 MLOps Lifecycle @zh
domain: management_support
level: 3

Define business technology and governance strategy
type: Concept
type: ProcessNode
source: PCF:8.2.1
broader: Develop and manage IT business strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.1
preferred label: 定义 business technology and 治理 战略 @zh
domain: management_support
level: 3

Manage IT portfolio strategy
type: Concept
type: ProcessNode
source: PCF:8.2.2
broader: Develop and manage IT business strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.2
preferred label: 管理 IT portfolio 战略 @zh
domain: management_support
level: 3

Develop and execute IT resilience and continuity operations
type: Concept
type: ProcessNode
source: PCF:8.3.7
broader: Develop and manage IT resilience and risk
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.7
preferred label: 开发 and execute IT resilience and continuity operations @zh
domain: management_support
level: 3

Develop and manage service/solution deployment strategy
type: Concept
type: ProcessNode
source: PCF:8.6.1
broader: Deploy services/solutions
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.1
preferred label: 开发 and manage service/solution 部署 战略 @zh
domain: management_support
level: 3

Define and develop service support strategy
type: Concept
type: ProcessNode
source: PCF:8.7.2
broader: Create and manage support services/solutions
definition: Defining and creating a strategy for provision of support to users of IT services and solutions.
definition: Defining and creating a 战略 for provision of support to users of IT services and solutions. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.2
preferred label: 定义 and develop service support 战略 @zh
domain: management_support
level: 3

Plan operational activities for IT service delivery
type: Concept
type: ProcessNode
source: PCF:8.7.3.1
broader: Plan and manage service delivery control
definition: Planning different delivery services for operational activities within the IT function. Use service delivery systems to manage the IT service delivery services.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.3.1
preferred label: 规划 operational activities for IT service delivery @zh
domain: management_support
level: 4

Manage infrastructure resource administration
type: Concept
type: ProcessNode
source: PCF:8.7.7
broader: Create and manage support services/solutions
definition: Managing the resources required for administration of IT infrastructure. Manage the IT inventory and assets. Take care of the organization's IT resource capacity.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.7
preferred label: 管理 基础设施 resource administration @zh
domain: management_support
level: 3

Operate IT user support
type: Concept
type: ProcessNode
source: PCF:8.7.8
broader: Create and manage support services/solutions
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.8
domain: management_support
level: 3

Perform cost accounting and control
type: Concept
type: ProcessNode
source: PCF:9.1.3
broader: Perform planning and management accounting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.1.3
domain: management_support
level: 3

Perform revenue accounting
type: Concept
type: ProcessNode
source: PCF:9.2
broader: Manage Financial Resources
definition: Comparing revenue targets to reality. Review all transactions and entries passed in final accounts in a year in order to examine profits.
definition: Comparing revenue targets to reality. 审查 all transactions and entries passed in final accounts in a year in order to examine profits. @zh
in scheme: O'Process Framework (OPF)
notation: 9.2
domain: management_support
level: 2

Manage and process adjustments/deductions
type: Concept
type: ProcessNode
source: PCF:9.2.5
broader: Perform revenue accounting
definition: Creating and providing funds for necessary adjustments and deductions, including all expenses that were required for the business at certain point in time.
in scheme: O'Process Framework (OPF)
notation: 9.2.5
preferred label: 管理 and process adjustments/deductions @zh
domain: management_support
level: 3

Manage corporate credit cards
type: Concept
type: ProcessNode
source: PCF:9.6.3
broader: Process accounts payable and expense reimbursements
definition: Handling and authoring credit cards to business entities or for corporate purchases.
in scheme: O'Process Framework (OPF)
notation: 9.6.3
preferred label: 管理 corporate credit cards @zh
domain: management_support
level: 3

Manage treasury operations
type: Concept
type: ProcessNode
source: PCF:9.7
broader: Manage Financial Resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7
preferred label: 管理 treasury operations @zh
domain: management_support
level: 2

Monitor and execute risk and hedging transactions
type: Concept
type: ProcessNode
source: PCF:9.7.5
broader: Manage treasury operations
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.5
preferred label: 监控 and execute 风险 and hedging transactions @zh
domain: management_support
level: 3

Set/Develop long-term enterprise strategy
type: Concept
type: ProcessNode
source: PCF:1.2.3
broader: Develop business strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.3
preferred label: Set/开发 long-term enterprise 战略 @zh
domain: operating
level: 3

Design customer experience
type: Concept
type: ProcessNode
source: PCF:1.2.8.2
broader: Develop customer experience strategy
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 1.2.8.2
preferred label: 设计 customer experience @zh
domain: operating
level: 4

Develop and measure strategic initiatives
type: Concept
type: ProcessNode
source: PCF:1.3
broader: Develop Vision and Strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.3
preferred label: 开发 and measure strategic initiatives @zh
domain: operating
level: 2

Plan asset maintenance
type: Concept
type: ProcessNode
source: PCF:10.3.1
broader: Maintain assets
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.3.1
preferred label: 规划 asset maintenance @zh
domain: management_support
level: 3

Manage asset maintenance
type: Concept
type: ProcessNode
source: PCF:10.3.2
broader: Maintain assets
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.3.2
preferred label: 管理 asset maintenance @zh
domain: management_support
level: 3

Manage business unit and function risk
type: Concept
type: ProcessNode
source: PCF:11.1.3
broader: Manage enterprise risk
definition: Analyzing the threats a business unit/function faces to prioritize the controls it implements..
in scheme: O'Process Framework (OPF)
notation: 11.1.3
preferred label: 管理 business unit and function 风险 @zh
domain: management_support
level: 3

Manage External Relationships
type: Concept
type: ProcessNode
source: PCF:12.0
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 12.0
preferred label: 管理外部关系 @zh
top concept of: O'Process Framework (OPF)
domain: management_support
level: 1

Develop project plans
type: Concept
type: ProcessNode
source: PCF:13.2.3.3
broader: Manage projects
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3.3
preferred label: 开发 project plans @zh
domain: management_support
level: 4

Execute projects
type: Concept
type: ProcessNode
source: PCF:13.2.3.4
broader: Manage projects
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.2.3.4
preferred label: 执行 projects @zh
domain: management_support
level: 4

Manage Content
type: Concept
type: ProcessNode
source: PCF:13.6
broader: Develop and Manage Business Capabilities
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6
preferred label: 管理内容 @zh
domain: management_support
level: 2

Conduct post launch review
type: Concept
type: ProcessNode
source: PCF:2.1.2.5
broader: Manage product and service life cycle
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.1.2.5
preferred label: 开展 post launch review @zh
domain: operating
level: 4

Develop marketing strategy
type: Concept
type: ProcessNode
source: PCF:3.2
broader: Market and Sell Products and Services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2
preferred label: 开发 marketing 战略 @zh
domain: operating
level: 2

Manage sales orders
type: Concept
type: ProcessNode
source: PCF:3.5.4
broader: Develop and manage sales plans
definition: Taking, receiving, processing, and acknowledging new customer orders or amendments to outstanding customer orders. Monitoring status from order receipt to customer delivery/customer invoicing.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.4
preferred label: 管理 sales orders @zh
domain: operating
level: 3

Manage demand for products
type: Concept
type: ProcessNode
source: PCF:4.1.2
broader: Plan for and align supply chain resources
definition: Forecasting demand for products using secondary research and customer feedback. Refine these forecasts. Inspect the approach used in creating forecasts, and determine its accuracy.
in scheme: O'Process Framework (OPF)
notation: 4.1.2
preferred label: 管理 demand for products @zh
domain: operating
level: 3

Order materials and services
type: Concept
type: ProcessNode
source: PCF:4.2.4
broader: Procure materials and services
definition: Creating and approving requisitions and distributing purchase orders accordingly. Hasten the procurement process to satisfy internal needs.
in scheme: O'Process Framework (OPF)
notation: 4.2.4
domain: operating
level: 3

Schedule production
type: Concept
type: ProcessNode
source: PCF:4.3.1
broader: Produce/Assemble/Test product
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3.1
preferred label: 调度 production @zh
domain: operating
level: 3

Provide logistics governance
type: Concept
type: ProcessNode
source: PCF:4.4.1
broader: Manage logistics and warehousing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.1
preferred label: 提供 logistics 治理 @zh
domain: operating
level: 3

Develop service delivery strategies
type: Concept
type: ProcessNode
source: PCF:5.1.2
broader: Establish service delivery governance and strategies
definition: Constructing strategies that identify goals, policies, processes, and procedures in relation to service delivery. Review and validate strategies. Define the workplace layout and infrastructure.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.1.2
preferred label: 开发 service delivery strategies @zh
domain: operating
level: 3

Enable service delivery resources
type: Concept
type: ProcessNode
source: PCF:5.2.3
broader: Manage service delivery resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.2.3
domain: operating
level: 3

Initiate service delivery
type: Concept
type: ProcessNode
source: PCF:5.4.1
broader: Deliver service to customer
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.4.1
domain: operating
level: 3

Execute service delivery
type: Concept
type: ProcessNode
source: PCF:5.4.2
broader: Deliver service to customer
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.4.2
preferred label: 执行 service delivery @zh
domain: operating
level: 3

Complete service delivery
type: Concept
type: ProcessNode
source: PCF:5.4.3
broader: Deliver service to customer
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.4.3
domain: operating
level: 3

Develop customer service strategy
type: Concept
type: ProcessNode
source: PCF:6.1
broader: Manage Customer Service
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 6.1
preferred label: 开发 客户服务 战略 @zh
domain: operating
level: 2

Manage employee requisitions
type: Concept
type: ProcessNode
source: PCF:7.2.1
broader: Recruit, source, and select employees
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.2.1
preferred label: 管理 employee requisitions @zh
domain: management_support
level: 3

Develop and train employees
type: Concept
type: ProcessNode
source: PCF:7.3.4
broader: Manage employee onboarding, training, and development
definition: Establish organizational development needs for employees. Creating a link between employee and organizational development needs.
definition: 建立 organizational development needs for employees. Creating a link between employee and organizational development needs. @zh
in scheme: O'Process Framework (OPF)
notation: 7.3.4
preferred label: 开发 and train employees @zh
domain: management_support
level: 3

Develop and manage IT service levels
type: Concept
type: ProcessNode
source: PCF:8.1.5
broader: Develop and manage IT customer relationships
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.5
preferred label: 开发 and manage IT 服务水平s @zh
domain: management_support
level: 3

Define IT service management strategy
type: Concept
type: ProcessNode
source: PCF:8.2.4
broader: Develop and manage IT business strategy
definition: Defining perspective, position, plans, and patterns needed to execute designing, delivering, managing, and improving the way information technology is used within an organization.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.4
preferred label: 定义 IT service management 战略 @zh
domain: management_support
level: 3

Define and manage technology innovation
type: Concept
type: ProcessNode
source: PCF:8.2.7
broader: Develop and manage IT business strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.7
preferred label: 定义 and manage technology 创新 @zh
domain: management_support
level: 3

Develop and manage IT security, privacy, and data protection
type: Concept
type: ProcessNode
source: PCF:8.3.5
broader: Develop and manage IT resilience and risk
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.5
preferred label: 开发 and manage IT 安全, privacy, and data protection @zh
domain: management_support
level: 3

Develop and manage services/solutions
type: Concept
type: ProcessNode
source: PCF:8.5
broader: Manage Information Technology (IT)
definition: Designing and maintaining the IT services/solutions catalogue. Evaluate the performance of IT services/solutions. Communicate the results to the management.
definition: Designing and maintaining the IT services/solutions catalogue. 评估 the 绩效 of IT services/solutions. Communicate the results to the management. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5
preferred label: 开发 and manage services/solutions @zh
domain: management_support
level: 2

Develop service/solution and integration strategy
type: Concept
type: ProcessNode
source: PCF:8.5.1
broader: Develop and manage services/solutions
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.1
preferred label: 开发 service/solution and integration 战略 @zh
domain: management_support
level: 3

Execute IT service/solution development lifecycle
type: Concept
type: ProcessNode
source: PCF:8.5.4.1
broader: Execute IT service/solution creation and testing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.4.1
preferred label: 执行 IT service/solution development lifecycle @zh
domain: management_support
level: 4

Plan service and solution implementation
type: Concept
type: ProcessNode
source: PCF:8.6.2
broader: Deploy services/solutions
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.2
preferred label: 规划 service and solution implementation @zh
domain: management_support
level: 3

Manage change deployment control
type: Concept
type: ProcessNode
source: PCF:8.6.3
broader: Deploy services/solutions
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.3
preferred label: 管理 变更 部署 control @zh
domain: management_support
level: 3

Perform service and solution rollout
type: Concept
type: ProcessNode
source: PCF:8.6.5
broader: Deploy services/solutions
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.5
domain: management_support
level: 3

Evaluate and manage financial performance
type: Concept
type: ProcessNode
source: PCF:9.1.5
broader: Perform planning and management accounting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.1.5
preferred label: 评估 and manage financial 绩效 @zh
domain: management_support
level: 3

Process customer credit
type: Concept
type: ProcessNode
source: PCF:9.2.1
broader: Perform revenue accounting
definition: Evaluating and processing requests for advances. Evaluate credit requests by customers requiring loans to buy products/services.
definition: Evaluating and processing requests for advances. 评估 credit requests by customers requiring loans to buy products/services. @zh
in scheme: O'Process Framework (OPF)
notation: 9.2.1
preferred label: 处理 customer credit @zh
domain: management_support
level: 3

Manage and process collections
type: Concept
type: ProcessNode
source: PCF:9.2.4
broader: Perform revenue accounting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.2.4
preferred label: 管理 and process collections @zh
domain: management_support
level: 3

Manage in-house bank accounts
type: Concept
type: ProcessNode
source: PCF:9.7.3
broader: Manage treasury operations
definition: Managing financial services provided by an in-house bank structure in the corporation that is operating like a commercial bank.
in scheme: O'Process Framework (OPF)
notation: 9.7.3
preferred label: 管理 in-house bank accounts @zh
domain: management_support
level: 3

Process taxes
type: Concept
type: ProcessNode
source: PCF:9.9.2
broader: Manage taxes
definition: Processing the taxes of the organization in line with the regional taxation structure, including corporate, property, excise, and service taxes.
in scheme: O'Process Framework (OPF)
notation: 9.9.2
preferred label: 处理 taxes @zh
domain: management_support
level: 3

Create organizational design
type: Concept
type: ProcessNode
source: PCF:1.2.5
broader: Develop business strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.5
preferred label: 创建 organizational design @zh
domain: operating
level: 3

Perform waste and hazardous goods management
type: Concept
type: ProcessNode
source: PCF:10.4.11
broader: Manage asset end-of-life
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.4.11
domain: management_support
level: 3

Define content management strategy
type: Concept
type: ProcessNode
source: PCF:13.6.1
broader: Manage Content
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.1
preferred label: 定义 内容管理 战略 @zh
domain: management_support
level: 3

Develop and manage content
type: Concept
type: ProcessNode
source: PCF:13.6.5
broader: Manage Content
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.6.5
preferred label: 开发 and manage 内容 @zh
domain: management_support
level: 3

Evaluate performance
type: Concept
type: ProcessNode
source: PCF:13.7.3
broader: Measure and benchmark
definition: Assessing process data, measures, and trends in an effort to evaluate process performance and identify possible improvements.
definition: Assessing process data, measures, and trends in an effort to evaluate process 绩效 and identify possible improvements. @zh
in scheme: O'Process Framework (OPF)
notation: 13.7.3
preferred label: 评估 绩效 @zh
domain: management_support
level: 3

Define product/service requirements
type: Concept
type: ProcessNode
source: PCF:2.2.3.1
broader: Define product/service development requirements
definition: Determining requirements related to the creation of the product/service. Explain potential achievements that could be made.
in scheme: O'Process Framework (OPF)
notation: 2.2.3.1
preferred label: 定义 product/service requirements @zh
domain: operating
level: 4

Develop marketing communication strategy
type: Concept
type: ProcessNode
source: PCF:3.2.6
broader: Develop marketing strategy
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.2.6
preferred label: 开发 marketing communication 战略 @zh
domain: operating
level: 3

Develop and manage promotional activities
type: Concept
type: ProcessNode
source: PCF:3.3.4
broader: Develop and manage marketing plans
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.4
preferred label: 开发 and manage promotional activities @zh
domain: operating
level: 3

Develop and manage sales plans
type: Concept
type: ProcessNode
source: PCF:3.5
broader: Market and Sell Products and Services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5
preferred label: 开发 and manage sales plans @zh
domain: operating
level: 2

Manage leads/opportunities
type: Concept
type: ProcessNode
source: PCF:3.5.1
broader: Develop and manage sales plans
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.1
preferred label: 管理 leads/opportunities @zh
domain: operating
level: 3

Collect and maintain account information
type: Concept
type: ProcessNode
source: PCF:3.5.4.2
broader: Manage sales orders
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.5.4.2
preferred label: 收集 and maintain account information @zh
domain: operating
level: 4

Procure materials and services
type: Concept
type: ProcessNode
source: PCF:4.2
broader: Manage Supply Chain for Physical Products
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2
domain: operating
level: 2

Provide sourcing governance
type: Concept
type: ProcessNode
source: PCF:4.2.1
broader: Procure materials and services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.2.1
preferred label: 提供 sourcing 治理 @zh
domain: operating
level: 3

Produce/Assemble/Test product
type: Concept
type: ProcessNode
source: PCF:4.3
broader: Manage Supply Chain for Physical Products
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.3
preferred label: Produce/Assemble/测试 product @zh
domain: operating
level: 2

Operate warehousing
type: Concept
type: ProcessNode
source: PCF:4.4.3
broader: Manage logistics and warehousing
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4.3
domain: operating
level: 3

Manage service delivery resource demand
type: Concept
type: ProcessNode
source: PCF:5.2.1
broader: Manage service delivery resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 5.2.1
preferred label: 管理 service delivery resource demand @zh
domain: operating
level: 3

Manage employee information and analytics
type: Concept
type: ProcessNode
source: PCF:7.7
broader: Develop and Manage Human Resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.7
preferred label: 管理 employee information and analytics @zh
domain: management_support
level: 2

Manage IT user identity and authorization
type: Concept
type: ProcessNode
source: PCF:8.3.8
broader: Develop and manage IT resilience and risk
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 8.3.8
preferred label: 管理 IT user identity and authorization @zh
domain: management_support
level: 3

Develop and manage service/solution architecture
type: Concept
type: ProcessNode
source: PCF:8.5.3
broader: Develop and manage services/solutions
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.5.3
preferred label: 开发 and manage service/solution architecture @zh
domain: management_support
level: 3

Develop and manage service delivery operations
type: Concept
type: ProcessNode
source: PCF:8.7.6
broader: Create and manage support services/solutions
definition: Developing and managing different delivery services using service delivery systems for operational activities within the IT function in order to achieve organizations goal.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.6
preferred label: 开发 and manage service delivery operations @zh
domain: management_support
level: 3

Perform financial reporting
type: Concept
type: ProcessNode
source: PCF:9.3.4
broader: Perform general accounting and reporting
definition: Reporting on the organization's financial status to stakeholders. Include balance sheets, income statements, cash flow statements, and statements of shareholders' equity.
in scheme: O'Process Framework (OPF)
notation: 9.3.4
domain: management_support
level: 3

Manage pay
type: Concept
type: ProcessNode
source: PCF:9.5.2
broader: Process payroll
definition: Managing the total payments made in employees payroll, including bonuses and compensation.
in scheme: O'Process Framework (OPF)
notation: 9.5.2
preferred label: 管理 pay @zh
domain: management_support
level: 3

Manage treasury policies and procedures
type: Concept
type: ProcessNode
source: PCF:9.7.1
broader: Manage treasury operations
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.1
preferred label: 管理 treasury policies and procedures @zh
domain: management_support
level: 3

Manage cash
type: Concept
type: ProcessNode
source: PCF:9.7.2
broader: Manage treasury operations
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.2
preferred label: 管理 cash @zh
domain: management_support
level: 3

Manage debt and investment
type: Concept
type: ProcessNode
source: PCF:9.7.4
broader: Manage treasury operations
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.7.4
preferred label: 管理 debt and investment @zh
domain: management_support
level: 3

Oversee and coordinate enterprise risk management activities
type: Concept
type: ProcessNode
source: PCF:11.1.2
broader: Manage enterprise risk
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 11.1.2
preferred label: Oversee and coordinate 企业风险 management activities @zh
domain: management_support
level: 3

Manage regulatory compliance
type: Concept
type: ProcessNode
source: PCF:11.2.2
broader: Manage compliance
definition: Obeying laws, guidelines, strategies, and stipulations related to the business.
in scheme: O'Process Framework (OPF)
notation: 11.2.2
preferred label: 管理 regulatory 合规 @zh
domain: management_support
level: 3

Manage legal and ethical issues
type: Concept
type: ProcessNode
source: PCF:12.4
broader: Manage External Relationships
definition: Managing legal practices to abide by the law, as well as ethical practices.
in scheme: O'Process Framework (OPF)
notation: 12.4
preferred label: 管理 legal and ethical issues @zh
domain: management_support
level: 2

Design the change
type: Concept
type: ProcessNode
source: PCF:13.4.2
broader: Manage change
definition: Developing plans for change management, training, communication, and rewards/incentives. Establish metrics for measuring the change adoption. Clarify new roles for employees. Identify budgets.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.2
preferred label: 设计 the 变更 @zh
domain: management_support
level: 3

Develop KM strategy
type: Concept
type: ProcessNode
source: PCF:13.5.1
broader: Develop and manage enterprise-wide knowledge management (KM) capability
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 13.5.1
preferred label: 开发 KM 战略 @zh
domain: management_support
level: 3

Define and manage channel strategy
type: Concept
type: ProcessNode
source: PCF:3.2.4
broader: Develop marketing strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.2.4
preferred label: 定义 and manage channel 战略 @zh
domain: operating
level: 3

Develop production and materials strategies
type: Concept
type: ProcessNode
source: PCF:4.1.1
broader: Plan for and align supply chain resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.1
preferred label: 开发 production and materials strategies @zh
domain: operating
level: 3

Develop and manage reward, recognition, and motivation programs
type: Concept
type: ProcessNode
source: PCF:7.5.1
broader: Reward and retain employees
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 7.5.1
preferred label: 开发 and manage reward, recognition, and motivation programs @zh
domain: management_support
level: 3

Develop and manage IT customer relationships
type: Concept
type: ProcessNode
source: PCF:8.1
broader: Manage Information Technology (IT)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1
preferred label: 开发 and manage IT customer relationships @zh
domain: management_support
level: 2

Provide IT transformation guidance
type: Concept
type: ProcessNode
source: PCF:8.1.4
broader: Develop and manage IT customer relationships
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.1.4
preferred label: 提供 IT 转化ation guidance @zh
domain: management_support
level: 3

Control IT management system
type: Concept
type: ProcessNode
source: PCF:8.2.5
broader: Develop and manage IT business strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2.5
preferred label: 控制 IT management system @zh
domain: management_support
level: 3

Implement technology solutions
type: Concept
type: ProcessNode
source: PCF:8.6.4
broader: Deploy services/solutions
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6.4
preferred label: 实施 technology solutions @zh
domain: management_support
level: 3

Perform general accounting
type: Concept
type: ProcessNode
source: PCF:9.3.2
broader: Perform general accounting and reporting
definition: Applying basic principles, concepts, and accounting practices in recording and preparing final accounts, and using accounting information in management.
in scheme: O'Process Framework (OPF)
notation: 9.3.2
domain: management_support
level: 3

Perform fixed-asset accounting
type: Concept
type: ProcessNode
source: PCF:9.3.3
broader: Perform general accounting and reporting
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 9.3.3
domain: management_support
level: 3

Assess the external environment
type: Concept
type: ProcessNode
source: PCF:1.1.1
broader: Define the business concept and long-term vision
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.1.1
preferred label: 评估 the external environment @zh
domain: operating
level: 3

Develop business strategy
type: Concept
type: ProcessNode
source: PCF:1.2
broader: Develop Vision and Strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2
preferred label: 开发 business 战略 @zh
domain: operating
level: 2

Manage product and service master data
type: Concept
type: ProcessNode
source: PCF:2.1.4
broader: Govern and manage product/service development program
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 2.1.4
preferred label: 管理 product and service master data @zh
domain: operating
level: 3

Develop and manage marketing plans
type: Concept
type: ProcessNode
source: PCF:3.3
broader: Market and Sell Products and Services
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3
preferred label: 开发 and manage marketing plans @zh
domain: operating
level: 2

Process warranty claims
type: Concept
type: ProcessNode
source: PCF:6.3.2
broader: Service products after sales
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 6.3.2
preferred label: 处理 warranty claims @zh
domain: operating
level: 3

Develop and Manage Human Resources
type: Concept
type: ProcessNode
source: PCF:7.0
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.0
preferred label: 开发和管理人力资源 @zh
top concept of: O'Process Framework (OPF)
domain: management_support
level: 1

Develop human resources strategy
type: Concept
type: ProcessNode
source: PCF:7.1.1
broader: Develop and manage human resources (HR) planning, policies, and strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.1
preferred label: 开发 人力资源 战略 @zh
domain: management_support
level: 3

Develop and manage IT business strategy
type: Concept
type: ProcessNode
source: PCF:8.2
broader: Manage Information Technology (IT)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.2
preferred label: 开发 and manage IT business 战略 @zh
domain: management_support
level: 2

Develop and manage IT resilience and risk
type: Concept
type: ProcessNode
source: PCF:8.3
broader: Manage Information Technology (IT)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3
preferred label: 开发 and manage IT resilience and 风险 @zh
domain: management_support
level: 2

Develop IT compliance, risk, and security strategy
type: Concept
type: ProcessNode
source: PCF:8.3.1
broader: Develop and manage IT resilience and risk
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.1
preferred label: 开发 IT 合规, 风险, and 安全 战略 @zh
domain: management_support
level: 3

Control IT risk, compliance, and security
type: Concept
type: ProcessNode
source: PCF:8.3.3
broader: Develop and manage IT resilience and risk
definition: 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).
definition: 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). @zh
in scheme: O'Process Framework (OPF)
notation: 8.3.3
preferred label: 控制 IT 风险, 合规, and 安全 @zh
domain: management_support
level: 3

Deploy services/solutions
type: Concept
type: ProcessNode
source: PCF:8.6
broader: Manage Information Technology (IT)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.6
preferred label: 部署 services/solutions @zh
domain: management_support
level: 2

Define service support planning
type: Concept
type: ProcessNode
source: PCF:8.7.5
broader: Create and manage support services/solutions
definition: Develop strategies and methodologies to provide service support. Examine service levels, support complexity, stakeholder requirements to offer service support.
definition: 开发 strategies and methodologies to provide service support. Examine 服务水平s, support complexity, stakeholder requirements to offer service support. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7.5
preferred label: 定义 service support planning @zh
domain: management_support
level: 3

Perform global trade services
type: Concept
type: ProcessNode
source: PCF:9.11
broader: Manage Financial Resources
definition: Making and collecting payments for transactions in products/services, and transporting them to interested markets.
in scheme: O'Process Framework (OPF)
notation: 9.11
domain: management_support
level: 2

Define and evaluate strategic options to achieve the mission
type: Concept
type: ProcessNode
source: PCF:1.2.2
broader: Develop business strategy
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 1.2.2
preferred label: 定义 and evaluate strategic options to achieve the mission @zh
domain: operating
level: 3

Manage asset end-of-life
type: Concept
type: ProcessNode
source: PCF:10.4
broader: Acquire, Construct, and Manage Assets
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 10.4
preferred label: 管理 asset end-of-life @zh
domain: management_support
level: 2

Develop, Manage, and Deliver Analytics
type: Concept
type: ProcessNode
source: PCF:13.8
broader: Develop and Manage Business Capabilities
definition: Creating new and improving existing analytical capabilities to enhance data management pipeline.
definition: Creating new and improving existing analytical capabilities to enhance data management 流水线. @zh
in scheme: O'Process Framework (OPF)
notation: 13.8
preferred label: 开发, 管理, and Deliver Analytics @zh
domain: management_support
level: 2

Manage Information Technology (IT)
type: Concept
type: ProcessNode
source: PCF:8.0
definition: 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".
definition: 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". @zh
in scheme: O'Process Framework (OPF)
notation: 8.0
preferred label: 管理信息技术 @zh
top concept of: O'Process Framework (OPF)
domain: management_support
level: 1

Process accounts payable (AP)
type: Concept
type: ProcessNode
source: PCF:9.6.1
broader: Process accounts payable and expense reimbursements
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.6.1
preferred label: 处理 accounts payable (AP) @zh
domain: management_support
level: 3

Develop and manage pricing
type: Concept
type: ProcessNode
source: PCF:3.3.3
broader: Develop and manage marketing plans
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 3.3.3
preferred label: 开发 and manage pricing @zh
domain: operating
level: 3

Develop sales partner/alliance relationships
type: Concept
type: ProcessNode
source: PCF:3.4.2
broader: Develop sales strategy
definition: Cultivating an alliance of partners by identifying, analyzing, negotiating, and managing partnerships with other economic agents.
in scheme: O'Process Framework (OPF)
notation: 3.4.2
preferred label: 开发 sales partner/alliance relationships @zh
domain: operating
level: 3

Plan distribution requirements
type: Concept
type: ProcessNode
source: PCF:4.1.5
broader: Plan for and align supply chain resources
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1.5
preferred label: 规划 distribution requirements @zh
domain: operating
level: 3

Manage logistics and warehousing
type: Concept
type: ProcessNode
source: PCF:4.4
broader: Manage Supply Chain for Physical Products
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.4
preferred label: 管理 logistics and warehousing @zh
domain: operating
level: 2

Manage Financial Resources
type: Concept
type: ProcessNode
source: PCF:9.0
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 9.0
preferred label: 管理财务资源 @zh
top concept of: O'Process Framework (OPF)
domain: management_support
level: 1

Develop and Manage Business Capabilities
type: Concept
type: ProcessNode
source: PCF:13.0
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.0
preferred label: 开发和管理业务能力 @zh
top concept of: O'Process Framework (OPF)
domain: management_support
level: 1

Design and prototype products and services
type: Concept
type: ProcessNode
source: PCF:2.3.1
broader: Develop products and services
definition: Sketching and standardizing product and service based on the market. Analyze the data market competitiveness and innovation attained for the product and service development.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 2.3.1
preferred label: 设计 and prototype 产品和服务 @zh
domain: operating
level: 3

Plan for change
type: Concept
type: ProcessNode
source: PCF:13.4.1
broader: Manage change
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 13.4.1
preferred label: 规划 for 变更 @zh
domain: management_support
level: 3

Develop and manage sales proposals, bids, and quotes
type: Concept
type: ProcessNode
source: PCF:3.5.3
broader: Develop and manage sales plans
definition: 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.
in scheme: O'Process Framework (OPF)
notation: 3.5.3
preferred label: 开发 and manage sales proposals, bids, and quotes @zh
domain: operating
level: 3

Plan for and align supply chain resources
type: Concept
type: ProcessNode
source: PCF:4.1
broader: Manage Supply Chain for Physical Products
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 4.1
preferred label: 规划 for and align 供应链 resources @zh
domain: operating
level: 2

Develop and implement workforce planning, policies, and strategies
type: Concept
type: ProcessNode
source: PCF:7.1.2
broader: Develop and manage human resources (HR) planning, policies, and strategies
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 7.1.2
preferred label: 开发 and implement workforce planning, policies, and strategies @zh
domain: management_support
level: 3

Create and manage support services/solutions
type: Concept
type: ProcessNode
source: PCF:8.7
broader: Manage Information Technology (IT)
definition: 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.
definition: 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. @zh
in scheme: O'Process Framework (OPF)
notation: 8.7
preferred label: 创建 and manage support services/solutions @zh
domain: management_support
level: 2

Manage Supply Chain for Physical Products
type: Concept
type: ProcessNode
source: PCF:4.0
definition: Performing supply chain activities include planning supply chain, procuring materials and services, and managing logistics.
definition: Performing 供应链 activities include planning 供应链, procuring materials and services, and managing logistics. @zh
in scheme: O'Process Framework (OPF)
notation: 4.0
preferred label: 管理实物产品供应链 @zh
top concept of: O'Process Framework (OPF)
domain: operating
level: 1

O'Process Framework (OPF)
type: ConceptScheme
modified: 2026-03-15T19:47:44.016536+00:00
title: O'Process 流程分类框架 @zh
version info: 2.0.0
has top concept: Develop Vision and Strategy
has top concept: Acquire, Construct, and Manage Assets
has top concept: Manage Enterprise Risk, Compliance, Remediation, and Resiliency
has top concept: Manage External Relationships
has top concept: Develop and Manage Business Capabilities
has top concept: Develop and Manage Products and Services
has top concept: Market and Sell Products and Services
has top concept: Manage Supply Chain for Physical Products
has top concept: Deliver Services
has top concept: Manage Customer Service
has top concept: Develop and Manage Human Resources
has top concept: Manage Information Technology (IT)
has top concept: Manage Financial Resources