UBPL Introduction
Actor Definitions
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General Business
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Process Stories
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- Marketer Maintains General Site Content
- Product Market Study
- Advertising
- Customer Tracking
- Purchasing
- Sales Forecasting
- Inventory Level Monitoring
- Buyer Places Purchase Order
Receive Invoice
Send Payment
Sales
Communicate Product Information
Trigger: Request for Information
Prepare and Deliver Quote
Trigger: Request for Quote
Create Sales Order from Quote
Trigger: Quote Accepted
Receive Sales Order
Trigger: Order received for listed prices (ie no quote)
Online Sales (ecommerce)
Find Product
Browse Category Hierarchy
Keyword Search
Parametric Search
Combined Search (category, keyword, parameter)
Product Selection Wizards
Compare Similar Products
View Product Detail
Add to Cart
Simple Add to Cart (product ID, quantity)
Add Variant to Cart
Add Configurable Product to Cart
Input Addition Information about Purchase (survey; product personalization, etc)
Remember Product with Shopping List
Create Account/Profile
Edit Account/Profile
Checkout with Account
Checkout without Account ("anonymous" checkout)
Review Order History and Status
Cancel Order
Request Quote from Cart
- Sales (Managed, Online, etc)
- Sales Representative Seeks Prospects and Opportunities
- Customer Finds Product
- Placing Customer Adds Product to Cart
- Customer Creates and Edits Account (Profile)
- Sales Representative Leads Prospects from RFQ to Sales Order
- Placing Customer Places a Sales Order (Through CSR)
- Placing Customer Places a Sales Order (Online Checkout)
- Placing Customer Places a Sales Order (Through EBay)
- Customer Reviews Order History and Status
- Customer Cancels Order
- Customer Requests Quote from Cart
- Customer Places
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- Order Processing
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Fulfillment
Pick
Pack
Ship
Send Invoice
Receive Payment
Warehouse Management
Receive Purchase Order
Trigger: Package arrives with PO#
Receive Return
Trigger: Package arrives with RMA
Receive Other
Trigger: Package arrives with no ID
Put Away
Trigger: Incoming inventory processed and ready for storage.
Stock Move: Bulk to Pick
Trigger: Quantity at pick location drops below threshold.
Stock Move: Optimize Locations
Trigger: Based on touch frequency or other report showing a non-optimical location, move inventory to match frequency or other criteria.
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- Return Management
- Warehouse Management
- Manufacturing
- AP
- Financial Management
- Budgeting
- Internal Financial Analysis (management metrics, balanced score card)
- External Reporting (government, investors, etc)
- Accounting