Source Technologies Ohioedge CRM+BPM - Manual (Page 3)

Introduction
This manual is intended for the users of Ohioedge CRM+BPM Server. It explains tasks
performed by a typical user, such as, assigning, performing & signing­off tasks, running
reports, creating email and letter templates, running campaigns, etc. Examples used in this
manual refer to the sample ‘Demonstration Corp.’ database included with Ohioedge
CRM+BPM Server download (http://www.sourceforge.net/projects/ohioedge).
Background
Organizational Roles and Responsibility Management:
In the context of business processes, for example sales, typically an organization’s
activities are organized under business units, for example regions, divisions, etc. This
enables an organization to perform activities at lower (transactional) levels and analyze
them at higher (summary) levels for effectiveness. Figure 1 shows the organizational
model of Demo. Corp. Demo Corp. operates under three national offices. National sales
managers manage national offices. The US Sales national office is further organized into
regions – Western Southern, and Midwest. These regions are responsible for the day­to­
day sales activity, performed by their sales representatives. The Canadian and Mexican
offices don’t have further breakdown into regions and directly oversee the activities of
sales representatives.