Objectives: 1. KISS
2. To streamline processes so that they are quicker
3. To save time, money, to be more efficient
4. To have happy customer improve customer satisfaction experience
5. To have solid stable system reference
Reality 1. Topsy turvy operations
2. DAy to day changes in policy process
3. Cross currents cross instruction that are conflicting
4. Poorly trained staff
WHAT: Draft outline of Updated Compilation of Process Flows
DURATION: A 30 day task?
GENERAL CLASSIFICATIONS OF PROCESS
A. Sales
1. Product mastery
2. Sales training
3. Seller recruitment/compensation
4 Closing sales
5. 4 ps of marketing
6. Closing sales
1. Reservation agreement
2. PPA T and C lengthy explanation
7. Issuance of docs
CO Dos
SoA
Special cases:
1. EJ
2. Loss docs
3. Deed of exchange
8. Restrictions on use of lots especially GE
1. Approval of constructions/bond
2. Utilities utility payments
B. Service rendering
1. Interment service
2. Funeral service
3. Cremation service
4. VIP plot maintenance
5. MA
6. Refunds
7. Buy backs
C. Field operations
1. Interment
2. Landscaping
Lawn mowing
Weed control
VIP
3. Cleanliness
Trash disposal
4. VIP services
5. Security
11 GO
Memo to SG
D. Office works
1. Reports
1. AM Text report
2. PM text report
3. Daily sales collection and inventory reports
4. Abstracts:
1. CRB
2. Treasury
3. Sharing
4. PNL
5. Monthly sharing
6. Monthly PNL
6, Monthly Financial reports
1. PNL
2. Balance sheet
3. Cash flow
2. Filing
1. CV
2. Master list of all lots
3 Master list of PPA, CO, Dos issued
4. INdividual PPA, CO, Dos signed
5. Monthly reports
6. Abstracts
3. AP
1. Budgetting
2. CV
3. Check approval/printing
4. Check warehousing
5. Check releasing
1. Stale checks, cancelled checks due to errors
4. ICR Credit operations
1. Monthly run up
2. Aging
3. Collection
4. Forfeitures/adding back to inventory
5. FFE accounting
1. Monthlyinventory
2. Spare/used parts management
3. Purchasing of parts
6. Treasury/Cash operations
1. Check preparation
2. Check signing
3. Check ordering
4. Check warehousing/logging check released
OUTLINE OF PROCESS FLOW CHART
Tasks/subtask Next to/under Stitle Outputs Process Owner Tasks Steps Key points Supervisor/checker NU
KRA,, KPI
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