Contoh Kasus Swimlane – PT Sinar Jaya Abadi

Lane: Sales Executive
──────────────────────────────────────────────
[CRM: Create Opportunity]
  Opportunity: Implementasi Odoo ERP – PT Sinar Jaya Abadi
  Contact Person: Andi Setiawan (Procurement Manager)
  Expected Revenue: Rp 150.000.000
   ↓
Update Stage → Qualified → Proposal
   ↓
Follow-up meeting dengan Andi (Kamis 10:00)
   ↓
Hand-off ke Sales Admin


Lane: Sales Admin
──────────────────────────────────────────────
                ← Input dari Sales Executive
[Sales: Create Quotation]
  Customer: PT Sinar Jaya Abadi
  Contact: Andi Setiawan
  Product: Paket Implementasi Odoo ERP
  Total: Rp 166.500.000 (termasuk PPN)
   ↓
Kirim quotation ke Andi
   ↓
Quotation disetujui → Confirmed → Sales Order
   ↓
Hand-off ke Finance Officer


Lane: Sales Manager
──────────────────────────────────────────────
   Review quotation bernilai besar (> Rp 100 jt)
   ↓
   Approve & monitor pipeline
   ↓
   Pastikan closing berjalan sesuai target tim


Lane: Finance Officer
──────────────────────────────────────────────
                ← Input dari Sales Admin
[Accounting: Create Invoice]
  Invoice No: INV/PT-SJA/001
  Customer: PT Sinar Jaya Abadi
  Invoice To: Rina Kartika (Finance Supervisor)
  Amount: Rp 166.500.000
   ↓
Kirim invoice ke Rina
   ↓
Tunggu proses pembayaran
   ↓
Hand-off ke Accountant


Lane: Accountant
──────────────────────────────────────────────
                ← Input dari Finance Officer
[Accounting: Register Payment]
  Payment Method: Bank Transfer
  Payment Date: (estimasi minggu depan)
  Amount: Rp 166.500.000
   ↓
Update status invoice → Open → Paid
   ↓
Revenue masuk ke kas perusahaan
   ↓
Masuk laporan Accounts Receivable

🎯 Pelajaran dari Kasus Swimlane

• Sales Executive menjaga relasi dengan Andi (Procurement).

• Sales Admin memastikan dokumen resmi (quotation) lengkap.

• Sales Manager melakukan kontrol kualitas & approval.

• Finance Officer fokus menagih ke Rina (Finance Supervisor).

• Accountant menutup siklus dengan pencatatan pembayaran.

📌 Dengan alur ini, kita bisa melihat siapa mengerjakan apa dan bagaimana data bergerak dari CRM → Sales → Accounting tanpa ada gap komunikasi.