Lists, Lists, and More Lists
Solutions Summit 2014
T-Recs® Enterprise Process Manager
Objectives
• Best Practice recommendations
• Recommendations for global roll outs
• How do I get started? Import functionality
• What’s new in 7.0
• Upcoming Enhancements – We are going mobile!
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Let’s Have Some Fun!
A man condemned to death has the option of picking one of the
mentioned three rooms. The first room is a furnace filled with feeding
flames, the second has armed men with loaded guns while the third
has lions starving for years. Which one should the man choose?
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Let’s Have Some Fun!
You're stranded in a deserted place when you discover an old cabin. It's
freezing outside and you only have one match, a candle, a newspaper,
and some hay and twigs. What do you light first?
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Process Manager Best Practices
• Potential Uses for Process Manager
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Month End Close
Audit/PBC List
Compliance Reporting
Any checklist or process that requires oversight
• I love Process Manager. Now what?
 Plan
 Populate upload for groups and tasks
 Import groups and tasks
 Rock and Roll!
Chesapeake System Solutions, Inc. • Proprietary and Confidential
How Do I Avoid Messing This Up?
a.k.a. I want to look Like a Rockstar when I roll this out.
• Security
• Operational Structures
• Security Permissions
• Sectors
• Organization (Folders and Task Categories)
• How does management view the information? Make sure it is searchable.
• Begin with the end in mind
• Avoid Unnecessary Dependencies
• Task Priority
Chesapeake System Solutions, Inc. • Proprietary and Confidential
How Do I Avoid Messing This Up?
a.k.a. I want to look like a Rockstar when I roll this out.
• Notifications
• Users – Email, To Do List, Pop-up
• Management – Saved Queries, Email, Reports
• Task Recurrence Options
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One time vs. Recurring
Daily, Weekly, Monthly, Quarterly, Annual
Current Fiscal Period
START and End dates and times
• Work in a Test Environment if possible
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Global Considerations
• Security
• Operational Structures – What can I see?
• Sectors – What can I change?
• Users and Reviewers – What can I do?
• Time and Time Zones on Tasks
• Languages
• Phased Roll Out
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Let’s see it!
Importing!
What’s New in 7.0
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Upcoming Enhancements
We are going mobile!
Chesapeake System Solutions, Inc. • Proprietary and Confidential
What if I Need Help?
• Reference Materials
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Best Practice Guide
Importing Guide
Import Template
Webinars
• Reference Materials are great, but I need “Process Manager for
Dummies”
• Services for Train the Trainer
• Services for Full Implementation
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Questions?