| ipModeler Tariva's ipModeler™ is a closed loop business process and
work flow system intended to allow a user to define the stages necessary to accomplish
many of the tasks involved in acquiring, retaining and growing a customer. It is an
integral part of Tariva's iCRM® product. Tariva's ipModeler provides users with the most
critical component of a CRM solution : the ability to control and automate the
sophisticated back-end business processes that drive the applications themselves. To
perform CRM tasks correctly, you need a solid process management, and the ability to
integrate multiple systems and multiple users and departments across the organization into
that process.
Tariva's ipModeler helps manage and automate complex business process that span multiple
departments or functional areas within an organization, such as customer service
departments, sales organizations, engineering, finance and marketing departments. It is
intended to be a single repository of all information gathered from all stages of a
business process.
Any business processes, regardless of a type or a size of companies, such as, Sales and
service processes are becoming more complex and they require a structured approach to
ensure the highest level of productivity. Companies claim to use sales steps and models,
however they are at a very high level and are not fully structured to guide a sales person
through the complex cycle of data gathering to strategy development.
Tariva's ipModeler addresses the fundamental issues of how to make the users become more
productive by providing them with structured tools that guide them through the process. It
also becomes an important training tool for new hires as well as present staff when new
processes are developed.
ipModeler consists of 4 basic components:
- Intelligent Process Guide (IPG)
- Summary Reports
- Event Driver (ED)
- Layout Editor (LE)
Intelligent Process Guide: The Intelligent Process Guide (IPG) has a number of
stages for each process: Sales, Service, Engineering, Finance, etc. Each stage can have
multiple questions and steps associated with it. The purpose of the stages is to allow a
system guided linear path for all users to follow to reach a specific goal. The
questions/steps within each stage can be either mandatory or optional for that stage. The
logic will ensure that all mandatory questions are answered before the process is moved to
the next stage. Each stage will have a title associated with it which will become the
nomenclature for the Pipeline for that business process. A systemic action flow is
triggered when certain events have been completed. This is inform/alert next user(s) or
department(s) in the loop to start their actions.
Summary Reports: Management and professionals can track their activities at a
glance and drill down for as much details as required to manage a process and/or a
customer.
Event Driver: The Event Driver (ED) is used in conjunction with the IPG to monitor
and track actions required in each IPG stage. It sends out reminders and alarms based on
how the ED is "programmed" by the administrator. Once a certain sub step is
completed, a task may be assigned to another person; an email is sent to inform of the
completion of a task/process; or, a mandatory step will be flagged to ensure that the
proper process is followed.
Layout Editor: Tariva provides powerful tools for use by the customer to easily
develop IPG and ED. The Layout Editor (LE) is intuitive and simple to use, with many drop
downs and insertion fields. A Preview facility is available to view the field locations
before finalizing. Certain fields are available from the library of standard questions
(populating the database) and other fields can be defined by the user and stored in the
library for additional processes. The screen design allows a user to define up to 50
fields and five (5) types of fields for each step of the process.  |
