Source Technologies Ohioedge CRM+BPM - Manual (Page 4)

D e m o n s tr a t io n O r g a n iz a t io n
D e m o C o r p .
S a le s R e p
u s ­ w s s r
W e s t e r n R e g io n
R e g io n a l M a n a g e r
C la r k H o u s t o n
S a le s R e p
u s ­ s t s r
S o u t h e r n R e g io n
R e g io n a l M a n a g e r
D o n H u c k le
S a le s R e p
u s ­ m w s r
M id w e s t R e g io n
R e g io n a l M a n a g e r
S a l D o w n e y
U S S a le s
N a t io n a l S a le s M a n a g e r
J a m e s B r o o k
S a le s R e p
c a n ­ s r
C a n a d a S a le s
N a t io n a l S a le s M a n a g e r
S c o t t K r a d ic h
S a le s R e p
m x ­ s r
M e x ic o S a le s
N a t io n a l S a le s M a n a g e r
J o h n D o e
D e m o C o r p .
V P o f S a le s
G a r y K e s s le r
Figure 1.
The organizational chart/hierarchy diagram illustrates organizational hierarchy, roles
associated with the levels of hierarchy and actual people assigned to these levels. The leaf
nodes (lowest level) of hierarchy are transactional nodes. This is where actual work takes
place. This is the vertical model of an organization. Later in the business cases on running
reports, signing­off, etc., we will see how the vertical model enables different people at
different levels, view/perform different data/activities.
Organizational Process (Workflow) Management:
Below is a sample organizational process (workflow) diagram:
The organizational process diagram illustrates the horizontal model or flow of work (that
takes place at the leaf nodes of organizational hierarchy.)