Procx Tip #5 – Organizational Charts

When working with general users in the enterprise, we always need to understand how they relate to each other. Thinking about a person as an entity can bring us a lot of trouble when we are trying to model a process for the organization.

Users don’t do tasks for themselves, they always need information (either from the customer or from colleagues) so they are always in constant contact with other employees in the company and with their direct superior. This last person act as facilitator in process execution.

So, what’s the best way we can use to model users in the organization? The most common way to do it: Organizational Charts. They give us an easy way to create roles, create hierocracies of roles, define departments and assign final users of these roles and the levels they belong to. Levels give us another easy way to handle hierocracy in the company. In this case, the organizational chart has the intelligence to know who are the managers or directors of a certain department.

When building a process, assigning roles to execute the activities is as simple as selecting them from the organizationa, chart. At the time of execution, though, is where the magic comes in. when you assign for example, a direct role to an activity, Procx will go and get the actual user from the organizational chart. But, we can also assign an activity to a manager, and depending on who started the process, Procx can know automatically who’s department manager to sent the request.

This kind of modeling give us full power when working with processes and activities through the organization and let us view it as a whole.

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