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Studi Kasus Mini dalam Flow Visual

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πŸ‘” Sales Executive (Budi) 
   β†’ Membuat Opportunity di CRM: 
     "Implementasi Odoo ERP – PT Sinar Jaya Abadi"
   β†’ Contact Person: Andi Setiawan (Procurement Manager) βœ…
   β†’ Update Stage: Qualified β†’ Proposal
   β†’ Next Activity: Meeting Kamis 10:00
        β”‚
        β–Ό
πŸ“ Sales Admin (Sari) 
   β†’ Membuat Quotation: SO/PT-SJA/001 πŸ’Ό
   β†’ Customer: PT Sinar Jaya Abadi
   β†’ Contact: Andi Setiawan
   β†’ Product: Paket Implementasi Odoo ERP
   β†’ Total: Rp 166.500.000
   β†’ Kirim quotation ke Andi
        β”‚
        β–Ό
πŸ“Š Sales Manager (Pak Agus) 
   β†’ Review & Approve quotation (karena > Rp 100 jt) πŸ“ˆ
   β†’ Monitor pipeline agar bergerak lancar
        β”‚
        β–Ό
πŸ’° Finance Officer (Maya) 
   β†’ Membuat Invoice: INV/PT-SJA/001 πŸ’΅
   β†’ Customer: PT Sinar Jaya Abadi
   β†’ Invoice To: Rina Kartika (Finance Supervisor)
   β†’ Amount: Rp 166.500.000
   β†’ Kirim invoice ke Rina
        β”‚
        β–Ό
πŸ“‘ Accountant (Doni) 
   β†’ Mencatat pembayaran minggu depan πŸ“Š
   β†’ Payment Method: Bank Transfer
   β†’ Status Invoice: Open β†’ Paid
   β†’ Revenue masuk ke kas perusahaan

🎯 Inti Studi Kasus

  • Andi = titik masuk awal (Procurement) β†’ berhubungan dengan Sales Executive & Sales Admin.

  • Rina = titik akhir (Finance) β†’ berhubungan dengan Finance Officer & Accountant.

  • Setiap role menyelesaikan tugasnya β†’ alur CRM β†’ Sales β†’ Accounting berjalan mulus tanpa ada informasi tercecer.

πŸ“Œ Dengan studi kasus ini, kita bisa membayangkan bagaimana flow visual hidup dalam praktik sehari-hari.

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