A process flow request form?

Sort:
You are not authorized to post a reply.
Author
Messages
City of Nashua IT
New Member
Posts: 1
New Member
    Does anyone use a paper or e-form to allow your Lawson end-users to request a new process flow?

    Looking for a form that could be distributed to end-users that would help them frame their process flow request and prompt them for key info to provide to the developer.

    Any help would be appreciated.
    Woozy
    Veteran Member
    Posts: 709
    Veteran Member

      I'm not sure how much this will help, but I'll share what we do.  We take a slightly different approach because of our structure. 

      We don't allow end-users to decide that something should be a process flow - we ask them to tell us what data they need or what they are trying to accomplish, and our HCM Analysts have a sort of decision tree they use to decide what tool makes sense.  We have an e-form for end user "data requests" that an end-user completes with basic information and submits to HCM Business Analyst team.  Here is the text of that form:

      Please complete the following questions in as much detail as possible.  This information will be reviewed by the HCM Application Analysts to determine the best tool necessary to deliver a solution.  Tool sets may include Smart Notes, Crystal Reporting, Process Flow, Add-ins, Lawson Spreadsheet Designer or etc.  Every request will be evaluated based on HCM and Business strategic direction.  Some requests may go to the governance team to ensure consistency with standards.

      1) Recommended Title:

      2) Business Process Owner:

      3) Requested By:

      4) Describe the Problem:

      5) Who needs to be notified or have access to the data?

      (i.e. individual person, Footprints ticket, Distribution list, etc)

      6) Who needs to be cc’d?

      7) How often do you anticipate being notified or using this information?

      8) Is an automatic update needed to the database?  If yes, what needs to be updated?

      9) Is an approval process required? If yes, please provide examples?

      10) Which database stores the information?

      11) Date needed?

      The appropriate Analyst on that team uses the data on the form to determine the following:

      1. Is the request already delivered through an existing solution, or can an existing solution be adapted to include the new task?
        • drill-around
        • batch report
        • Smart Note
        • Crystal Report
        • QlikView
        • S3 Pflow
        • Landmark Pflow
        • Data Warehouse Report
      2. What delivery mechinism makes the most sense?
        • Static output report is likely Crystal or Batch
        • "change" notifications are generally Smart Notes
        • Updates are usually Pflow
        • etc...
      3. Is the request worth a developer's time?
      4. What is the development priority of this request?

      Once the Analyst reviews the request and determines that development is required, then they meet with the end-user to get the additional information they need to develop a real functional spec document for the Developer and the Analyst puts that document together with the help of the end user.

      I hope this is somewhat helpful.  Good Luck!

      Kelly Meade
      J. R. Simplot Company
      Boise, ID
      You are not authorized to post a reply.