Contact and Role Management
Maintaining the people at a place and what each is for. Contact records carry roles, skills and social details, and contact quality decides whether notification and appointment confirmation reach anyone.
Execution steps
7 steps
The sequence somebody actually follows in IFS Cloud, step by step, written for a person doing the work rather than for a diagram.
Data requirements
8 requirements
Every entity this process needs, mapped to its IFS object, marked mandatory or optional, with the source system it comes from. This is the list a data migration is built from.
Configuration decisions
4 decisions
The choices this process forces you to make in IFS, named up front. Finding these in week nine of a program is what makes week nine expensive.
KPIs
3 measures
What this process is measured on, so the reporting requirement is known before the process is configured rather than after go-live.
Integration points
3 integrations
Where this process has to talk to something outside IFS, and what crosses the boundary.
Workshop questions
4 questions
The questions to ask the business about this process, written before the workshop. This is the difference between a design session and a discussion.
Prerequisites
2 prerequisites
What has to be true before this process can run at all: master data, other processes, setup completed elsewhere.
Industry variants
2 variants
How this process differs by industry: the parts a utility does differently from a manufacturer, already worked out rather than discovered.
Process diagram
1 BPMN diagram
A real BPMN diagram, editable in the platform, not a picture of one. It is the same diagram your team will annotate in the workshop.
Sources
2 citations
Where this came from. Every process traces back to IFS documentation and release notes, so a claim about how IFS behaves can be checked rather than believed.
Every process in the library looks like this.
33 details are already worked out for this one process. A license opens them, and the other 619 processes with them.