Type Activity Design Sample

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Int. no| Department| Manning Level| ERP Adoption| Task| Tools| Is Project Server Applicable?| Interview – 1| Finance Board of Corporate Finance Operational Controlling| Upper manning level (80<ml<500)| low adoption of ERP,high relevance for project| decision making| Excel, mail, phone| Minimal but relevant| Interview – 2| Health insurance Board of Insurance service and products of Mathematics Actuary| Upper manning level (80<ml<500)| regular use of ERP,average relevancefrequent use of ERP,| * answering to principal questions regarding product development * calculating regarding product development * financial reporting * statistics| CD, phone, fax,| Yes| Interview – 3| Board of Directors| Nil| nil| * organization of a in-house conference| Paper, personally, mail, phone| yes| Interview – 4| Health insurance Board of Insurance service and products of Mathematics Actuary | Upper manning level (80<ml<500)| regular use of ERP,average relevancefrequent use of ERP,| * calculation regarding the development / maintenance of products (high-level calculation, detail calculation, follow-up-calculation) * financial reporting with the objective, being able to decide concerning Rückstellungen - e.g. Asset Liability Management *) * statistics in the context of product inquiries - e.g. statistics of insuring-cases per member - e.g. statistics for supporting the sale-department * answering of question basilar - extremely huge projects (e.g. integration acquired new insurance-companies, merging of insurance-products, subject depending for technical integrations (incl. IT)) - overall views of competitor-products - comments concerning legal changes| Phone, mail, word| | Interview – 5| Health insurance Board of Insurance service and products of Project Management| Upper manning level (80<ml<500)| frequent use of ERP, low relevance per employee| * realization of a new assurance product| Paper, mail, orally,| Yes| Interview – 6| Healthiness Management| Low manning level (ml<80)| frequent use of ERP,low relevance per employee| * periodic screening for economization * e.g. visiting invalids| word| Minimal| Interview – 7| Company Organization| Low manning level (ml<80)| low adoption of ERP,high relevance for project| * project leadership * e.g. forwarding information to the works council| mail, phone, personally| Yes| Interview – 8| Concern Revision| Upper manning level (80<ml<500)| low adoption of ERP,high relevance for project| * e.g. scheduling an auditing plan for the next quarterly period * e.g. executing an audit| Excel, word| minimal| Interview – 9| “I’m representing the works council. There is no explicit representationin the organization chart.”| | | * representing the interests of the employees (p.es. labor council or data protection officer)| | | Interview – 10| Company Organization| Low manning level (ml<80)| low adoption of ERP,high relevance for project| * managing a project / collaboration in a project| Mail, phone| Yes| Interview – 11| Property management| Upper manning level (80<ml<500)| regular use of ERP,| * Property Management (janitor) * Computer Aided Facility Management| | minimal| Interview – 12| Agencies within the Indoors offices (support) of Distribution| Very high manning level (500<ml)| frequent use of ERP,low relevance per employee| * ~ 70 % : support of the field services * ~ 60% thereof forwarding of information/assignments to field agents * ~ 40% thereof processing on incoming acquisition * ~ 30 % : customer care (if the customer come with a question to an agency) (But the objective is, to pass this task to the centralized customer care center)| Mail, fax)| Minimal| Interview – 13| Board of Director| | | * supporting the corporate governance * periodically meeting F1 (one layer below the board of...
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