Enterprise Resource Planning

Enterprise Resource Planning

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Enterprise Resource Planning by Mind Map: Enterprise Resource Planning

1. Insurance Administration Process Management

1.1. Document Management

1.1.1. Payment Receipt

1.1.2. Policy Summary

1.1.3. Policy Wording

1.1.4. Email Conversation

1.2. Policy Ratting

1.2.1. Quoting

1.2.2. Replacement Cost Calculation

1.2.3. Premium Breakdown

1.3. Report Generate

1.3.1. Marketing Opportunity analysis

1.3.2. Tasks Processing Time

1.3.3. Sales Performance

1.4. Order Processing

1.4.1. Invoice

1.4.2. CSIO form

1.4.3. Payment Confirmation

1.5. Activity Log

1.5.1. Error & mistake

1.5.2. Memo & Note

1.6. Profit Sharing Calculation

1.6.1. Commission Calculation

1.6.2. Royalty Fees

1.6.3. Sub-Broker Profit Calculation

1.6.4. Professional Alliance

2. Customer Relationship Management System

2.1. Sales pipeline & Sale funnel Management

2.2. Customer Support

2.3. Communication Log

2.4. Marketing

2.4.1. Email Automation

2.4.2. Opportunity analysis

3. Human Resource Management

3.1. Recruitment Process Management

3.1.1. Advertisement

3.1.2. On-boarding Procedure

3.2. Performance management

3.2.1. Training & Certification

3.2.2. Office Workflow Manual

3.3. Resource Management

3.3.1. Task & Responsibility

3.3.2. Pay Rate

4. Project Management

4.1. Assemble & Lead Team

4.2. Monitor Process

4.2.1. Cut Down Response Times

4.2.1.1. Streamline Collaboration

4.2.1.2. Enhance Visibility

4.2.1.3. Turbocharge processes

4.2.2. Optimize Corporate Process

4.2.2.1. Plan Timelines

4.2.2.2. Track Progress

4.2.3. Manage issues & risks

4.3. Prioritizing Tasks

4.3.1. Define Project Scope

4.3.1.1. Work Detail Breakdown

4.3.1.2. Budget

4.3.2. Excution

4.3.3. Report

4.3.4. Analyze

5. Accounting Management

5.1. Financial Statement

5.1.1. Balance Sheet

5.1.2. Income Statement

5.1.3. Cash Flow Statement

5.2. Bookkeeping

5.2.1. Organize Receipts

5.2.2. Track Income & Expense

5.2.3. Invoice Processing

5.2.4. Track Project Profitability