hi all,
I have a situation where client has standard processes in which only roles/positions vary depending on the location, what is the recommended approach to hand the same?
1. use occurrence copies of processes & functions & create separate FDs for each location
2. Use single set of process models & link multiple roles to it?
3. or any other approach?
Hello,
1. Never ever use occurrence copies of functions in processes. The "function" (or process step) represents a business need and is a unique description of what this need is and how it is met by resources in the context of a specific process.
2. This could be an option, but I am skeptical what the value is, when the reader does not know if Role A or Role B should carry out the process step.
3. You might reconsider, if your role model is adequate. Let's say you have a step, where the "Sales Manager" has to approve the pre-sales budget. In another country the "Chief Financial Officer" has to approve the budget. If you modelled "Sales Manager" and "Chief Financial Officer" as roles and want to link them to the "approve pre-sales budget" step you are in some trouble like the one you describe here. I suspect this is the case here, because you seem to use the terms "roles/positions" interchangeably. You can evade this by thinking of roles more like hats that people put on in a certain context. Then you would model a role called "Budget Approver" and the "Chief Financial Officer" and "Sales Manager" would be modelled as "Positions" (leaves in the organizational chart). Each position could assume multiple roles in different processes. In one country organization the "Sales Manager" position would be assigned the "Budget Approver" role. In another smaller country organization the "Chief Financial Officer" would be assigned this role. Your process model would be stable showing only the "Budget Approver" role. Also it would become easy to reorganize responsibilities within the organization without touching the process model.
If necessary this way roles may even become process-specific. You still could also have a role "Sales Manager". If you report on what people in their positions do, this would read. "The Chief Financial Officer in his role as budget approver approved the pre-sales budget" or "The Sales Manager in his role as Sales Manager signed the contract." Observe that there is a position "Sales Manager" acting in the role of a "Sales Manager" that is entitled to sign contracts.
Best regards, M. Zschuckelt
Hi Jitin,
With my limited knowledge of ARIS, i think using Variants might help you. I am assuming for different locations , the model names would differ probably using a suffix. Occurrence copy can be a huge problem. Try making a variant of your model. Changing anything in variant doesnt effect the master object.
Thanks.
Thank you so much for the advice!! I suspected this to be wrong but wanted an expert advice, and the alternatives :)