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Case Studies

Pre Activity – Demand Management Workflow

Requirement

  • Manage pre-activities for Demand Management.
  • User will send a request through a public form.
  • The request will go to the Department Head for approval.
  • After approval from Department Heads, it will go the Regional Head for approval.
  • After the Regional Head approves the request a Demand is created.
  • After Demand is created, notification will be sent to BA team and Change document will be attached to Demand.
  • An user will be assigned to the Demand.
  • IT Management Board will also be notified about Demand.
  • Once the IT Management Board approves the Demand, it gets converted to Enhancement.

About the client

Client is one of the world’s leading property agents, services span the globe, with 39,000 experts working across 600 offices in the Americas, Europe, Asia Pacific, Africa and the Middle East. This workflow was for their sales team . The idea was to create workflow for their sales team as it is was distributed in different geographies and it was needed to integrate it through a common workflow.

Solution

  • Create a custom public form.
  • Create a custom work flow.
  • Manage Notifications.

Execution

Agile Scrum (Managed through JIRA provided by client)

  • Product Backlog
  • Sprint Planning – Sprint Backlog
  • Daily Stand Up
  • Sprint Review Meeting
  • Sprint Retrospective Meeting

Estimation

  • 1.5 sprint (3 weeks)
  • 3 stories (1 Simple [3 days], 2 moderate [5 days])

Deliverables

  • Update Sets
  • Status Reports

Sample Stories

  • Create a public page to be accesses out of SNOW so that the members can send requests which are stored in custom table in SNOW and used for further discussion.
    • Complexity: Moderate
      • Form to be accessed without login to SNOW
      • 10 fields on the form
      • All data collected to be stored as is in custom table
  • Create a custom work flow where the request received will go to the Department Head for approval. After approval from Department Heads, it will go the Regional Head for approval. After the Regional Head approves the request a Demand is created. After Demand is created, notification will be sent to BA team.
    • Complexity: Moderate
      • Two level approval
      • Create record with custom data collected
      • Send multiple notifications

Workflow Snapshot