Workflow TrainingFrank Bergmann, 2005-09-01

Business Reason

File Status Sequence

ProjectManager

ProofReader

Translator

Editor

Customer

Created forTrans

Trans-ing

forEdit

Edit-ing

forProof

Proof-ing

QC-ing

Delivered

Project/Open

Status

(Time Flow)

The Project Cycle21. The operations director evaluates the efficiency of his language staff.

20. The managing director evaluates the profitability of his projects and customers

1. The customer shows interest in a project

2. The key account createsa new (potential) project

3. The key account logscustomer interaction

6. The project managerassigns translators and editors to the project

5. The project manager imports the Trados wordcounts

7. The project manager assigns individual files (tasks) to translators

4. The project manager receives files from the customer

8. The workflowprocess starts

9. The key account andthe project manager track the project progress10. The translated

files are being delivered to the customer

12. The language leads evaluate the participating language staff

14. The accountantcreates an invoice

15. The accountant tracks the invoice

16. The accountant logsa customer paymentand retires the invoice

13. The key account evaluates the quality delivered to his customers

17. Providers post theirinvoices into the system

18. Providers tracktheir invoices

19. Providers confirma payment reception

The project manager creates a purchase order

Trans.Workflow

Projects

UsersClients

Costs

DataWare-House

FileStorage

ProjectForum

Quality

Sales

ProviderMgmt.

Invoicing

11. The project staff collaborates onlineand resolves issues

The Company

Customer FacingProcesses

Provider FacingProcesses

InternalProcesses

Marketing

Sales

Invoicing

Production

Qualific.

Staffing

Invoicing

Production

The Value Chain

The CompanyCustomers Providers

Marketing

Sales

Invoicing

Production

Qualific.

Staffing

Invoicing

Production

Marketing

Sales

Invoicing

Production

Qualific.

Staffing

Invoicing

Production

Marketing

Sales

Invoicing

Production

Qualific.

Staffing

Invoicing

Production

Marketing

Sales

Invoicing

Production

Qualific.

Staffing

Invoicing

Production

Marketing

Sales

Invoicing

Production

Qualific.

Staffing

Invoicing

Production

Processes

Customer FacingProcesses

Provider FacingProcesses

Marketing

Sales

Invoicing

Production

Qualific.

Staffing

Invoicing

Production

Advertizing

BrochuresPR

ProviderDB

ProjectStaffingSales

Tracking

QueryMgmt.Project

Reporting FileMgmt

AccountsPayable

AccountsReceivable

ProcessesCustomer Facing

ProcessesProvider Facing

Processes

InternalProcesses

Marketing

Sales

Invoicing

Production

Qualific.

Staffing

Invoicing

Production

Advertizing

Brochures

Sales Tracking

AccountsPayable

AccountsReceivable

ProjectReporting

TaskAssignments

Quoting

QualityTracking

ProjectControlling

Conferences

SourceMaterial

QuoteTM

TM Analysis

Deliverable

Cleaning

QC

PRProviderMgmt.

HR

BusinessIntelligence

ProjectStaffing

Project/Workflow

QueryMgmt. File

Mgmt

ProjectTeamMgmt.

HumanResourcesMgmt.

Free-lanceMarket-place

WorkflowModule

IncidentMgmt. & Discussions

Translation ERP Overview

- Price Negotiations- Send PO- Send files

selectfreelance

candidates

ProjectManager

Customer

CustomerManager

- Create project- Store files- Assign PM

File StorageModule

Trados

ProofersTranslatorsEditors

Created forTrans

Trans-ing

forEdit

Edit-ing

forProof

Proof-ing

QC-ing

Delivered

assignselected

freelancers

invite freelancers

Apply TM

receiveavailabilty

confirmationsFreelanceDatabase

receive confirmations

- Share files- Update status

Customer

LanguageLead

InvoicingModule

importWordcounts

receiveinvoice

Filesdelivery

Accontant

invoicing

ProofersTranslatorsEditors

send PO

payments

moderate discussions