安达信咨询方法与工具资料库PUR_RFI
合集下载
安达信咨询方法与工具资料库ILVER
If yes, Vendor Name If yes, Package Name Online/Real-time? (Y/N) Batch? (Y/N) PC Based? (Y/N) Windows Based? (Y/N) Uplink to Core? (Y/N) Programming Language? Any third party programs used to enhance the product?
Item Processing
Investments
SILVERLAKE N
FINSER 1987
Safe Deposit SILVERLAKE
N
MEMO POST Y AS/400 BASED
N/A RPG400
Stockholder Accounting
SILVERLAKE 1987
N
IPS 1987
Y
Fixed Assets
General Ledger
SILVERLAKE N
1987
MEMO POST Y AS/400 BASED
Additional Comments:
1627738039.xls, SILVER
2020/11/12, 1:15
Service Bureau/In-house System Survey
Appendix A
Arthur Andersen
Name of Package? How old is the Program? Third Party ( Y/N/Partly)
Asset Liability Management
Customer Profitability
Product Profitability
Item Processing
Investments
SILVERLAKE N
FINSER 1987
Safe Deposit SILVERLAKE
N
MEMO POST Y AS/400 BASED
N/A RPG400
Stockholder Accounting
SILVERLAKE 1987
N
IPS 1987
Y
Fixed Assets
General Ledger
SILVERLAKE N
1987
MEMO POST Y AS/400 BASED
Additional Comments:
1627738039.xls, SILVER
2020/11/12, 1:15
Service Bureau/In-house System Survey
Appendix A
Arthur Andersen
Name of Package? How old is the Program? Third Party ( Y/N/Partly)
Asset Liability Management
Customer Profitability
Product Profitability
安达信咨询方法与工具资料库PLANNING
2 Determinar los procedimientos de backup. 3 Determinar la gesti髇 de impresi髇. 4 Determinar los responsables de definir perfiles de autorizaci髇. 5 Establecer los procedimientos de ejecuci髇 de B-I. 6 Establecer los procedimientos de ejecuciones batch.
1.4
CREAR EL PLAN DE PROYECTO.
1 Crear el Plan de Trabajo del Proyecto. 2 Asignar fechas de realizaci髇 de las tareas. 3 Asignar responsables a las tareas.
4 Preparar los datos. 5 Preparar la documentaci髇 para los usuarios. 6 Mostrar el prototipo a usuarios y direcci髇. 7 Revisar la lista de puntos de calidad de la fase de Dise駉
FASE 2: DISE袿 DETALLADO Y PARAMETRIZACI覰
SD DISE袿 DETALLADO SD Dise馻r modelo de organizaci髇 Determinar datos b醩icos Dise馻r modelo de procedimientos Identificar procesos recurrentes Implementar interfases Configurar formularios Configurar reporting Determinar autorizaciones
1.4
CREAR EL PLAN DE PROYECTO.
1 Crear el Plan de Trabajo del Proyecto. 2 Asignar fechas de realizaci髇 de las tareas. 3 Asignar responsables a las tareas.
4 Preparar los datos. 5 Preparar la documentaci髇 para los usuarios. 6 Mostrar el prototipo a usuarios y direcci髇. 7 Revisar la lista de puntos de calidad de la fase de Dise駉
FASE 2: DISE袿 DETALLADO Y PARAMETRIZACI覰
SD DISE袿 DETALLADO SD Dise馻r modelo de organizaci髇 Determinar datos b醩icos Dise馻r modelo de procedimientos Identificar procesos recurrentes Implementar interfases Configurar formularios Configurar reporting Determinar autorizaciones
安达信咨询方法与工具资料库MISSION
INTION, MISSION & OBJECTIVES WORKSHEET New Product Development
I. SERVICE DEFINITI ON
New Product Development is the process of creating, developing and commercializing new products/services, including generation of the initial idea, investigation of the product/service concept and its market feasibility, screening and select of the highest potential product/service development projects, design and development of the product (including all technical, operational, manufacturing, marketing, sales, distribution, financial, service and warranty plans) through launc of the new product/service in the marketplace. It begins with formulation of a product strategy (driven by the overall corporate strategy) and includes management of the entire product portfolio.
Page 1
I. SERVICE DEFINITI ON
New Product Development is the process of creating, developing and commercializing new products/services, including generation of the initial idea, investigation of the product/service concept and its market feasibility, screening and select of the highest potential product/service development projects, design and development of the product (including all technical, operational, manufacturing, marketing, sales, distribution, financial, service and warranty plans) through launc of the new product/service in the marketplace. It begins with formulation of a product strategy (driven by the overall corporate strategy) and includes management of the entire product portfolio.
Page 1
安达信咨询方法与工具资料库WORKPLAN193
Chemical mismanagement Water-based paints used Disposal of solvents and paints Volatile Organic Compounds (VOC)<2.3 Hazardous Air Pollutants (HAP) < 1.0 Notification from Regulatory Agency Environmental accidents recently?
Training Inadequate Training program in use Certification tied to advancement Incentives and awards used
Machine utilization not optimal Run-time as % of total time Actual time as % of planned time Line/ Shift Balancing used Cooperative recovery/ Parallel processing Machine Types w/ Setup times Run-Times (w/ reason documented) Down Times (w/ reasons documented) Total throughput time % Avail. & demonstrated capacity by shift
PRODUCTION WORKPLAN PLANNING
Insufficient Planning
PRODUCT COST
Management unaware of true cost of products
Training Inadequate Training program in use Certification tied to advancement Incentives and awards used
Machine utilization not optimal Run-time as % of total time Actual time as % of planned time Line/ Shift Balancing used Cooperative recovery/ Parallel processing Machine Types w/ Setup times Run-Times (w/ reason documented) Down Times (w/ reasons documented) Total throughput time % Avail. & demonstrated capacity by shift
PRODUCTION WORKPLAN PLANNING
Insufficient Planning
PRODUCT COST
Management unaware of true cost of products
安达信咨询方法与工具资料库AP_RFI
TRA NSA CTI ON PRO CES SIN G Vend or invoi ce entry :
-Vendor name with alpha look up
Prepared By Arthur Andersen & Co.
2
Priority Response
2020/8/1
Request for Information Accounts Payable
-Inventory item -Fixed asset Allo ws invoi ce entry to futur e perio d Abili ty to flag invoi ce that will take acco unt over budg et
Item No.
125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167
mum invoi ce
amou
nt Coun try
code
Com ment
s
(free form text,
clipb
oard 40
chara
cter mini
mum
) Defa
ult distri butio
n sets
w/ overr
ide at
invoi ce
level
119
120
A/P
121
168
-Vendor name with alpha look up
Prepared By Arthur Andersen & Co.
2
Priority Response
2020/8/1
Request for Information Accounts Payable
-Inventory item -Fixed asset Allo ws invoi ce entry to futur e perio d Abili ty to flag invoi ce that will take acco unt over budg et
Item No.
125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167
mum invoi ce
amou
nt Coun try
code
Com ment
s
(free form text,
clipb
oard 40
chara
cter mini
mum
) Defa
ult distri butio
n sets
w/ overr
ide at
invoi ce
level
119
120
A/P
121
168
安达信咨询方法与工具资料库BENRESUM
Da y
Process Description Sell to customers through a field sales force Facilitate information sharing and communication Manage customer orders Measure organizational performance Miscellaneous Develop, deliver and maintain customer billing Select and certify suppliers Purchase materials and supplies Process accounts payable Manage information services Assure product quality Handle warranties and claims Develop advertising and promotion strategy Manage inventories Manage facilities and network operations Invoice the customer Respond to customer inquiries Plan for information resources management Close the books Process finance and accounting transaction (general) Warehouse or store product Move materials and resources Provide internal financial information Manage the tax function Arrange product shipment Manage information storage and retrieval Process accounts receivable, credit and collection Provide external financial information Develop and train employees Manage cash flow Ensure compliance with regulations Develop sales forecast Document and monitor order status Develop and deploy enterprise support systems Schedule production Conduct internal audits Monitor the external environment Manage legal and ethical issues Develop community relations Manage travel and entertainment expenses Develop new product/service concept and plans Build lender relationships Cascade strategy to work level Develop and adjust production delivery process Manage government relationships Ensure employment involvement Design, build, and evaluate prototype products or services Refine existing products/services Respond to billing inquiries Measure customer satisfaction Monitor changes in the market or customer expectations Sell to customers via alternative channels Develop budget Select channels of distribution Manage physical resources Manage deployment of personnel Process benefits and retiree information Sell to customers through retail outlets Interface with board of directors Provide post-sales service Grand Total
Process Description Sell to customers through a field sales force Facilitate information sharing and communication Manage customer orders Measure organizational performance Miscellaneous Develop, deliver and maintain customer billing Select and certify suppliers Purchase materials and supplies Process accounts payable Manage information services Assure product quality Handle warranties and claims Develop advertising and promotion strategy Manage inventories Manage facilities and network operations Invoice the customer Respond to customer inquiries Plan for information resources management Close the books Process finance and accounting transaction (general) Warehouse or store product Move materials and resources Provide internal financial information Manage the tax function Arrange product shipment Manage information storage and retrieval Process accounts receivable, credit and collection Provide external financial information Develop and train employees Manage cash flow Ensure compliance with regulations Develop sales forecast Document and monitor order status Develop and deploy enterprise support systems Schedule production Conduct internal audits Monitor the external environment Manage legal and ethical issues Develop community relations Manage travel and entertainment expenses Develop new product/service concept and plans Build lender relationships Cascade strategy to work level Develop and adjust production delivery process Manage government relationships Ensure employment involvement Design, build, and evaluate prototype products or services Refine existing products/services Respond to billing inquiries Measure customer satisfaction Monitor changes in the market or customer expectations Sell to customers via alternative channels Develop budget Select channels of distribution Manage physical resources Manage deployment of personnel Process benefits and retiree information Sell to customers through retail outlets Interface with board of directors Provide post-sales service Grand Total
安达信咨询方法与工具资料库QMWORK
Sheet1
Page 10
C on du ct th e Q ua lit y Le ad er S es si on to en su re ev er yo ne ha s a si mi lar st 2 ar
Sheet1
Page 11
A s pa rt of th e Q ua lit y Le ad er S es si on , co nd uc t an int ell ec tu all y ho ne 3 st
St ep D eli ve ra bl es : N o D eli ve ra bl es .
T as ks
Sheet1
Page 16
R ev ie w th e C us to mi zi ng Cl ie nt Tr ai ni ng to ol as w ell as ea ch of th e su gg 1 es
Sheet1
Page 5
M ee t wi th st ee rin g co m mi tte e m e m be rs to ex pl ai n th eir re sp on si bil iti 3 es
Sheet1
Page 6
S pe nd ti m e an d eff or t in di sc us si on s wi th th e st ee rin g co m mi tte e to 4m
St ep D eli ve ra bl es : N o D eli ve ra bl es .
T as ks
Sheet1 Page 9
S ch ed ul e a ti m e to m ee t wi th le ad er sh ip (t hi s m ay be th e st ee rin g 1 co
安达信咨询方法与工具资料库QPWOR
Sheet1 Page 15
R ev ie w w or kp la n co m pa re d to pr oj ec t ob je cti ve 2 sH av e so m eo ne ex pe rie nc ed in A B C/ M im pl e m en tat io n re vi e w yo ur w 3 or
Sheet1 Page 21
St ep D eli ve ra bl es :
A cti vit yba se d S oft w ar e S co re ca rd
T as ks
G at he r re qu ire m en ts fr o m cr os sfu nc tio na l te a 1 m.
Sheet1
Page 12
St ep D eli ve ra bl es :
R es ou rc e Li st
T as ks
Id en tif y re so ur ce srol es an d re sp on si bil iti es 1.
Sheet1
Page 13
O bt ai n co m mi tm en t fr o m re so ur ce s to ful fill rol es 2.
St ep N a m e: Q ua lit y A ss ur an ce
Sheet1
Page 14
St ep D eli ve ra bl es : N o D eli ve ra bl es .
T as ks
O bt ai n cli en t in vo lv e m en t in de ve lo pi ng pr oj ec t w or kp la 1n
- 1、下载文档前请自行甄别文档内容的完整性，平台不提供额外的编辑、内容补充、找答案等附加服务。
- 2、"仅部分预览"的文档,不可在线预览部分如存在完整性等问题,可反馈申请退款(可完整预览的文档不适用该条件!)。
- 3、如文档侵犯您的权益，请联系客服反馈,我们会尽快为您处理(人工客服工作时间：9:00-18:30)。
Request For Information Purchasing
Item No.
CORE REQUIREMENTS
154
Amount on order
155
Amount in stock
156
Quote required
157
Item purchase order lead time
158
Delivery quantity tolerance allowed (over/under) - days
I TI TP u
- Requisition processing
- Quotation processing
-P Purchase order processing uL eL eS p
Organizational entity (corporation) User's item number Item description
191
Price break discount(s)
192
Last quoted price
193
Last purchase order number
194
Last purchase order date
195
Last purchase order price
196
Blanket order number
159
Delivery quantity tolerance allowed (over/under) - percent
160
Delivery time tolerance allowed (before/after) - days
161
Delivery time tolerance allowed (before/after) - percent
183
Item number
184
Vendor number
185
Effective date
186
Vendor's catalog number
187
List price
188
Discount from list price
189
Price break quantity(s)
190
Price break price(s)
Request For Information Purchasing
Item No. 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153
Currency code
Standard cost Average cost Target cost Last price paid
Maximum order quantity
PRIORIT Y RESPONSE
Prepared by Arthur Andersen & Co.
1
2020/9/28
Stock location(s)
Minimum order quantity for each vendor
Economic order quantity Comments for internal purposes only Item shelf life period
Inspection required flag
162
Vendor quoted lead time
163
Last actual lead time
164
Quபைடு நூலகம்tation lead time
165
Contract negotiation lead time
166
Quotation number
167
Ship to address
168
Stop purchase (i.e. item has been defective or it is out of date)
Special comments/instructions (handling, care, etc.)
Comments or codes to be printed on RFQ's Comments or codes to be printed on P.O.'s Dock to stock comments or codes
V EV eS y
By vendor name By vendor address
CORE REQUIREMENTS
S By combination of name and address e
R ES tT h
Vendor List by name
Vendor List by number Rolodex Cards Mailing Labels
169
Dock to stock routing
170
Number of days between PO submit date and PO
171
Follow-up date
172
Vendor's catalog number
173
Internal catalog number
174
General ledger distribution account
175
General ledger distribution code
176
Internal stockkeeping unit
177
Purchasing unit of measure
178 N Evaluation weight fields 179 uIt 180 eD 181 aF 182 i
Item short description
Commodity (material) code Engineering drawing number Primary vendor Other vendors that sell the item
Vendor rotation code
Alternate (substitute) item Buyer code Expediter code