Jeff Atwater | CFO

Standardized Business Models

Original Implementation Approach

The Standardized Business Process Models were created under the original implementation approach (Pilot Wave, Wave 1, and Wave 2). The Standardized Business Process Models were associated with each of the first eight business process groupings.

The original Standardized Business Process Models will be used as a guide for the development of the business process models for future waves.

Expand the sections below to view the Standardized Business Process flows and narratives within a business process grouping.

Accounts Management and Financial Reporting
AMFR 10.1 – Set Up and Maintain Chart of Accounts | AMFR – 10.1 – Flows | AMFR – 10.1 – Narratives AMFR 10.2 – Enter and Process Journals | AMFR – 10.2 – Flows | AMFR – 10.2 – Narratives AMFR 10.3 – Analyze and Reconcile Accounts | AMFR – 10.3 – Flows | AMFR – 10.3 – Narratives AMFR 10.4 – Close General Ledger and Consolidate Results | AMFR – 10.4 – Flows | AMFR – 10.4 – Narratives
Budget Management
BM 20.1 – Enter and Process Budget Journals | BM – 20.1 – Flows | BM – 20.1 – Narratives BM 20.2 – Budget Execution and Management | BM – 20.2 – Flows | BM – 20.2 – Narratives BM 20.3 – Perform Budget Close | BM – 20.3 – Flows | BM – 20.3 – Narratives
Disbursement Management
DM 30.1 – Set Up and Maintain Suppliers | DM – 30.1 – Flows | DM – 30.1 – Narratives DM 30.2 – Establish and Maintain Encumbrances | DM – 30.2 – Flows | DM – 30.2 – Narratives DM 30.3 – Enter and Process Vouchers | DM – 30.3 – Flows | DM – 30.3 – Narratives DM 30.4 – Process Payments | DM – 30.4 – Flows | DM – 30.4 – Narratives DM 30.5 – Manage Payments | DM – 30.5 – Flows | DM – 30.5 – Narratives DM 30.6 – Manage Tax Reporting | DM – 30.6 – Flows | DM – 30.6 – Narratives DM 30.7 – Accounts Payable Period Close | DM – 30.7 – Flows | DM – 30.7 – Narratives
Asset Accounting and Management
AAM 40.1 – Acquire and Set Up Assets | AAM – 40.1 – Flows | AAM – 40.1 – Narratives AAM 40.2 – Deploy and Maintain Assets | AAM – 40.2 – Flows | AAM – 40.2 – Narratives AAM 40.3 – Set Up and Maintain Asset Controls | AAM – 40.3 – Flows | AAM – 40.3 – Narratives AAM 40.4 – Asset Management Period Close | AAM – 40.4 – Flows | AAM – 40.4 – Narratives
Revenue Accounting
RA 50.1 – Set Up and Maintain Customer | RA – 50.1 – Flows | RA – 50.1 – Narratives RA 50.2 – Enter and Maintain Bills | RA – 50.2 – Flows | RA – 50.2 – Narratives
Accounts Receivable
AR 60.1 – Enter and Maintain Receivables | AR – 60.1 – Flows | AR – 60.1 – Narratives AR 60.2 – Deposit and Apply Receipts | AR – 60.2 – Flows | AR – 60.2 – Narratives AR 60.3 – Perform Collections and Aging | AR – 60.3 – Flows | AR – 60.3 – Narratives
Treasury Management
TM 70.1 – Manage Banking Relationship | TM – 70.1 – Flows | TM – 70.1 – Narratives TM 70.2 – Manage and Reconcile Bank Statements | TM – 70.2 – Flows | TM – 70.2 – Narratives TM 70.3 – Manage and Forecast Bank Cash Position | TM – 70.3 – Flows | TM – 70.3 – Narratives TM 70.4 – Process Bank Cash Transfers | TM – 70.4 – Flows | TM – 70.4 – Narratives TM 70.5 – Reconcile Book to Bank Balances | TM – 70.5 – Flows | TM – 70.5 – Narratives TM 70.6 – Create and Maintain Deals | TM – 70.6 – Flows | TM – 70.6 – Narratives TM 70.7 – Manage Investment Pools | TM – 70.7 – Flows | TM – 70.7 – Narratives
Cash Management
CM 80.1 – Manage Cash Checking | CM – 80.1 – Flows | CM – 80.1 – Narratives CM 80.2 – Monitor and Manage Fund Cash | CM – 80.2 – Flows | CM – 80.2 – Narratives