Professional Documents
Culture Documents
Mabbun SIA-1
Mabbun SIA-1
Mabbun SIA-1
Activity
A. In the finance Module, find and list three types of financial reports available for analysis.
Balance Sheet company’s balance sheet, also known as a “statement of financial position,” reveals the firm’s
assets, liabilities, and owners’ equity (net worth). The balance sheet, together with the income statement and
cash flow statement, make up the cornerstone of any company’s financial statements.
Income Statement An income statement is a financial report that shows a company’s revenue, expenses, and
whether it has made a profit or loss over a specific period of time.
Cash Flow Statement A cash flow statement (CFS) is a financial statement that summarizes the movement of
cash and cash equivalents that come in and go out of a company during an accounting period
B. Explore the CRM Module and identify two features that facilitate customer interaction amd relationship management.
Customer Service
Customer service is the assistance you provide to your consumers both before and after they purchase and utilize your products or
services, allowing them to have a simple and joyful experience with your business. However, customer service is more than just
resolving problems and closing tickets. Today, customer service entails providing proactive and immediate support to customers
via their preferred channel – phone, email, text, chat, and more.
Customer Data and Data Analytics
The dynamic pair driving modern corporate strategy is customer data and data analytics. Customer data contains a variety of
information on a customer’s behavior, preferences, and interactions with a business. Data analytics, on the other hand, use
sophisticated tools and procedures to derive valuable insights from this information. Businesses may personalize their services,
optimize marketing efforts, and forecast future trends by studying customer data. This results in improved client experiences,
increased operational efficiency, and, ultimately, increased market competitiveness. However, ethics and data privacy compliance
are critical in utilizing the value of customer data and data analytics for long-term success.
C. Navigate to the HR Module and identify the steps involved in adding a new employee to the system.
● 1. Log in to the HR software with your credentials.
● 2. Access the HR Module from the main dashboard.
● 3. Look for an option like “Add New Employee” or “Create Employee.”
● 4. Click on this option to begin the employee creation process.
● 5. You will be prompted to enter the employee’s personal information, such as name, contact details, and social
security number.
● 6. Fill in employment details, including job title, department, and start date.
● 7. Input compensation details, including salary or hourly rate.
● 8. Set up tax withholding information and other relevant financial details.
● 9. Add emergency contact information if required.
● 10. Attach necessary documents, such as resumes or identification.
● 11. Define access permissions and roles for the new employee, especially if the system has security settings.
● 12. Specify any benefits or deductions applicable to the employee.
● 13. Review the entered information for accuracy.
● 14. Save or submit the employee record.
● 15. The system may generate an employee ID and send notifications to relevant parties.
These steps are a general guideline, and the exact process may differ based on the specific HR software being used. It’s crucial to
consult your HR system’s user manual or support resources for precise instructions.
D. Visit/Visualize a Business Intelligence (BI) Module and explain how users can generate a customized report based on
specific criteria.
A Business Intelligence (BI) module enables users to create customized reports by following these steps: