This presales process flowchart example depicts the Microsoft Dynamics CRM workflow from lead to opportunity. It was redesigned from the Wikimedia Commons file: Lead to Opportunity sales flow.svg. [commons.wikimedia.org/ wiki/ File:Lead_ to_ Opportunity_ sales_ flow.svg]
"Presales is a process or a set of activities normally carried out before a customer is acquired, though sometimes presales also extends into the period the product or service is delivered to the customer. ...
In a typical sales cycle the stages are:
(1) Contact.
(2) Lead / Suspect.
(3) Prospect / Opportunity.
The task of a presales person starts from the initial contact phase and often ends once the customer is acquired i.e. sale is made." [Presales. Wikipedia]
The process flowchart example "Lead to opportunity sales flow" was created using the ConceptDraw PRO diagramming and vector drawing software extended with the Sales Flowcharts solution from the Marketing area of ConceptDraw Solution Park.
"Presales is a process or a set of activities normally carried out before a customer is acquired, though sometimes presales also extends into the period the product or service is delivered to the customer. ...
In a typical sales cycle the stages are:
(1) Contact.
(2) Lead / Suspect.
(3) Prospect / Opportunity.
The task of a presales person starts from the initial contact phase and often ends once the customer is acquired i.e. sale is made." [Presales. Wikipedia]
The process flowchart example "Lead to opportunity sales flow" was created using the ConceptDraw PRO diagramming and vector drawing software extended with the Sales Flowcharts solution from the Marketing area of ConceptDraw Solution Park.
"Audit planning is a vital area of the audit primarily conducted at the beginning of audit process to ensure that appropriate attention is devoted to important areas, potential problems are promptly identified, work is completed expeditiously and work is properly coordinated. "Audit planning" means developing a general strategy and a detailed approach for the expected nature, timing and extent of the audit. The auditor plans to perform the audit in an efficient and timely manner. ...
An Audit plan is the specific guideline to be followed when conducting an audit. It helps the auditor obtain sufficient appropriate evidence for the circumstances, helps keep audit costs at a reasonable level, and helps avoid misunderstandings with the client.
It addresses the specifics of what, where, who, when and how:
What are the audit objectives?
Where will the audit be done? (i.e. scope)
When will the audit(s) occur? (how long?)
Who are the auditors?
How will the audit be done?" [Audit plan. Wikipedia]
The audit planning flowchart example was created using the ConceptDraw PRO diagramming and vector drawing software extended with the Audit Flowcharts solution from the Finance and Accounting area of ConceptDraw Solution Park.
www.conceptdraw.com/ solution-park/ finance-audit-flowcharts
An Audit plan is the specific guideline to be followed when conducting an audit. It helps the auditor obtain sufficient appropriate evidence for the circumstances, helps keep audit costs at a reasonable level, and helps avoid misunderstandings with the client.
It addresses the specifics of what, where, who, when and how:
What are the audit objectives?
Where will the audit be done? (i.e. scope)
When will the audit(s) occur? (how long?)
Who are the auditors?
How will the audit be done?" [Audit plan. Wikipedia]
The audit planning flowchart example was created using the ConceptDraw PRO diagramming and vector drawing software extended with the Audit Flowcharts solution from the Finance and Accounting area of ConceptDraw Solution Park.
www.conceptdraw.com/ solution-park/ finance-audit-flowcharts
The vector stencils library "Workflow diagrams" contains 54 symbol icons of workflow diagrams.
Use these clipart to represent information flow, automation of business processes, business process re-engineering, accounting, management, and human resources tasks in industry, business, and manufacturing.
"The term workflow is more commonly used in particular industries, such as printing and professional domains, where it may have particular specialized meanings.
(1) Processes: A process is a more general notion than workflow and can apply to physical or biological processes, for instance; whereas a workflow is typically a process or collection of processes described in the context of work, such as all processes occurring in a machine shop.
(2) Planning and scheduling: A plan is a description of the logically necessary, partially ordered set of activities required to accomplish a specific goal given certain starting conditions. A plan, when augmented with a schedule and resource allocation calculations, completely defines a particular instance of systematic processing in pursuit of a goal. A workflow may be viewed as an (often optimal or near-optimal) realization of the mechanisms required to execute the same plan repeatedly.
(3) Flow control is a control concept applied to workflows, to distinguish from static control of buffers of material or orders, to mean a more dynamic control of flow speed and flow volumes in motion and in process. Such orientation to dynamic aspects is the basic foundation to prepare for more advanced job shop controls, such as just-in-time or just-in-sequence.
(4) In-transit visibility is a monitoring concept that applies to transported material as well as to work in process or work in progress, i.e., workflows." [Workflow. Wikipedia]
The example "Workflow diagram - Business" was drawn using the ConceptDraw PRO diagramming and vector drawing software extended with the Workflow Diagrams solution from the Business Processes area of ConceptDraw Solution Park.
Use these clipart to represent information flow, automation of business processes, business process re-engineering, accounting, management, and human resources tasks in industry, business, and manufacturing.
"The term workflow is more commonly used in particular industries, such as printing and professional domains, where it may have particular specialized meanings.
(1) Processes: A process is a more general notion than workflow and can apply to physical or biological processes, for instance; whereas a workflow is typically a process or collection of processes described in the context of work, such as all processes occurring in a machine shop.
(2) Planning and scheduling: A plan is a description of the logically necessary, partially ordered set of activities required to accomplish a specific goal given certain starting conditions. A plan, when augmented with a schedule and resource allocation calculations, completely defines a particular instance of systematic processing in pursuit of a goal. A workflow may be viewed as an (often optimal or near-optimal) realization of the mechanisms required to execute the same plan repeatedly.
(3) Flow control is a control concept applied to workflows, to distinguish from static control of buffers of material or orders, to mean a more dynamic control of flow speed and flow volumes in motion and in process. Such orientation to dynamic aspects is the basic foundation to prepare for more advanced job shop controls, such as just-in-time or just-in-sequence.
(4) In-transit visibility is a monitoring concept that applies to transported material as well as to work in process or work in progress, i.e., workflows." [Workflow. Wikipedia]
The example "Workflow diagram - Business" was drawn using the ConceptDraw PRO diagramming and vector drawing software extended with the Workflow Diagrams solution from the Business Processes area of ConceptDraw Solution Park.
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