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Business Events
Sales requests GIDB review

Business Event ID	Business Event Name	Inputs	Outputs	Opportunity Removed	$$$ Business Impact	Pain Threshold	Frequency/Likelihood
1	JMP customer requests modified paperwork	rqst modified paperwork	routed customer rqst	H	H	M	M
2	JMP customer buys shrinkwrap	Open Salesforce opportunity Open Encore transaction serial # created	shrinkwrap ships	L	L	L	L
3	Sales requests modified paperwork	modified paperwork request deal sheet Split credit details	update COMIT sale revised STD license docs NON-STD licence docs global approval matrix	H	H	H	M
4	Sales requests standard paperwork	request standard paperwork Split credit details	Open/Update Salesforce Opportunity  open ORION opportunity software fee calculator open COMIT sale STD licence docs GIDB contract review global approval matrix (initiate doc-u-sign docs) 2B Signed Docs	H	H	H	H
5	Sales requests non-standard paperwork	request non-standard paperwork deal sheet Split credit details	Open/Update Saleforce Opportunity software fee calculator open ORION opportunity open COMIT sale open COMIT call NON-STD licence docs legal review GIDB contract review global approval matrix (initiate doc-u-sign docs) 2B Signed Docs	H	H	M	M
6	Sales requests standard upgrade	Upgrade Fee UPGRADE RQST Split credit details	Open/Update Salesforce Opportunity  open ORION opportunity open COMIT sale GIDB contract review global approval matrix	H	H	H	H
7	Sales requests non-standard upgrade	Upgrade Fee UPGRADE RQST Split credit details	Open/Update Salesforce Opportunity  open ORION opportunity open COMIT sale GIDB contract review global approval matrix	H	H	H	M
8	EIS sends new PO	NEW EIS PO	Open/Update Salesforce Opportunity  open ORION opportunity software fee calculator?? open COMIT sale Govt. contract review global approval matrix update COMIT sale contract checklist	H	L	M	L
9	EIS sends upgrade PO	UPGRADE EIS PO  Upgrade Fee UPGRADE RQST	Open/Update Salesforce Opportunity  open ORION opportunity open COMIT sale GIDB contract review global approval matrix	H	L	M	L
10	EIS sends renewal PO	RENEWAL EIS PO	open COMIT call update COMIT call	M	M	L	L
11	JMP customer buys std AL via the DP	online lead rqst	Open/Update Salesforce Opportunity  open ORION opportunity software fee calculator open COMIT sale update COMIT sale close COMIT sale	H	H	H	H
12	JMP customer renews std AL via the DP	Renewal initiated	Renewal Initiation Notification	M	H	H	H
13	JMP customer Post Sales Requests	rqst 4 information	open COMIT call update COMIT call	L	L	M	H
14	JMP customer requests NDA	rqst 4 information	2B Signed Docs	H	L	L	L
15	JMP customer requests sole source	rqst 4 information	sole source letter	H	L	L	L
16	Revenue recognition	New Invoice Modified Invoice Cancelled Invoice		L	H	H	H
17	Bus Ops calculates team commissions	New Invoice Modified Invoice Cancelled Invoice Split Credit Report	Team Sales Credit Rpt	L	L	H	H
18	Nightly futures report	GIDB Nightly report	nightly  report	L	M	M	H
19	Nightly renewal report	GIDB Nightly report	nightly  report	L	M	M	H
20	Sales requests account validation	acct. validation rqst	acct validated	H	H	H	H
21	Bus Ops calculates individual commissions report	New Invoice Modified Invoice Cancelled Invoice Split Credit Report	(I) Sales Credit report	L	L	H	H
22	JMP customer upgrades users std AL * ALIAS Sales requests standard upgrade *			H
23	JMP customer upgrades users non-std AL *ALIAS Sales requests non-standard upgrade *			H
24	JMP customer buys AL via std paperwork * ALIAS Sales requests standard paperwork *			H
25	JMP customer buys AL via non-std paperwork * ALIAS Sales requests non-standard paperwork *			H
26	JMP customer renews std AL	Nightly Report	Nightly Reports	L	H	L	H
27	JMP customer renews non-std AL	Nightly Report	Nightly Reports	L	H	L	H
28	JMP customer requests invoice    * ALIAS JMP customer Post Sales Requests *			L
29	JMP customer requests SAS signature first	rqst 4 information	Update COMIT sale 2B Signed DOCs	M	M	M	L
30	JMP customer requests evaluation agreement * ALIAS Sales requests standard paperwork *			H
31	JMP customer requests short-term use  * ALIAS Sales requests standard paperwork *			H
32	JMP customer requests author agreement * ALIAS Sales requests standard paperwork *			H
33	JMP customer returns std paperwork	Executed Docs	update COMIT sale UPDATE OPPORTUNITYID CONTRACTS CHECKLIST	H	H	M	H
34	JMP customer returns non-std paperwork	Executed Docs	update COMIT sale UPDATE OPPORTUNITYID CONTRACTS CHECKLIST	H	H	M	H
35	JMP customer requests std renewal quote * ALIAS JMP customer Post Sales Requests *	rqst 4 information
36	JMP customer requests non-std renewal quote	rqst 4 information MANUAL RENEWAL NON-STD RQST Upgrade Fee	GIDB contract review Quote	L	H	H	M
37	JMP customer requests EA (Clinical & Genomics)	rqst 4 information	open ORION opportunity open COMIT sale NON-STD licence docs legal review GIDB contract review (initiate doc-u-sign docs) 2B Signed Docs	H	L	M	L
38	JMP customer requests Doc-u-sign	rqst 4 information Executed Docs	2B Signed Docs initiate doc-u-sign docs update Salesforce Opportunity  update COMIT sale contracts checklist	L	M	L	L
39	JMP customer requests continuing education software	rqst 4 information serial # RQST Executed Docs	serial # 2B Signed Docs	L	L	M	L
40	JMP customer requests license extension * ALIAS JMP customer Post Sales Requests *
41	Existing JMP academic customer requests presentation server license * ALIAS JMP customer Post Sales Requests *		1. Open Comit Call	M
42	JMP customer pays invoice			L	H	L	H
43	Salesforce updated with nightly GIDB changes	Nightly Report		L	H	M	H
45	DMS paperwork request  * ALIAS JMP customer Post Sales Requests *
46	Customer requests New Quote	NEW RQST ??	Open/Update Salesforce Opportunity  software fee calculator GIDB contract review global approval matrix (new) Quote	L	H	L	H
47	Customer requests Upgrade Quote	UPGRADE RQST	Open/Update Salesforce Opportunity   Upgrade Fee GIDB contract review global approval matrix (upgrade) Quote	L	H	L	H
48	RQST for Non-std proposal	rqst for non-std proposal terms	non-standard approval opportunity ID update
49	GIDB review request	1. Contract Paperwork

 

 

business eventsRe: Business Events

Thanks Kathy

I have updated the information by adding a table with the ID and a place holder for inputs and outputs.

Stan

Re: Business Events

Here are some more...

Sales requests standard paperwork

Sales requests non-standard paperwork

Sales requests standard upgrade

Sales requests non-standard upgrade

EIS sends new PO

EIS sends upgrade PO

EIS sends renewal PO

Customer orders software via the JMP Store

Customer renews software via the JMP Store

JMP Customer Post Sales Requests (i.e. copy of invoice, authorization codes, new release, contact changes, company name change, PO, downgrade, cancellation, reinstatement, general licensing questions, etc...)