i

s
t
i
c
Process Groups/Note Groups s

% Complete % Complete
Owner Data Load Data Validation
PreSales
Marketing Campaign to Lead Generation 0 0
Customer Quotes 0 0
Customer Inquiry 0 0
Lead Qualification to Prospect 0 0
Maintain Task List 0 0
PreSales Reports and Dashboards 0 0
PostSales
Customer Order 0 0
Change of Address/Contact information 0 0
New/Modified Sales Rep 0 0
RMA Processing 0 0
Case Management 0 0
Sales Kits 0 0
Price List Maintenance 0 0
Price List Pricing 0 0
PostSales Reports and Dashboards 0 0
Contracts/Projects
Projects 0 0
T & M Billing 0 0
Cost Plus Billing 0 0
Fixed Fee Billing 0 0
Progress Pay Billing 0 0
Program Management 0 0
Quality Assurance
NonConformance 0 0
Inspection Processing 0 0
Process Discrepant Material Request (DMR) 0 0
RMA Disposition 0 0
Corrective Action 0 0
Supplier Review by Quality 0 0
Create Inspection Plan 0 0
Planning
MRP Overview 0 0
Forecast Creation 0 0
Process MRP 0 0
Production Demand to Close 0 0
Create Job 0 0
Job Changes 0 0
Release Job to Production 0 0
Manufacturing
Job Scheduling 0 0
Manufacture Part 0 0
MES Clock In and Job Activity 0 0
Manual Time Entry 0 0
Operation First Article Inspection 0 0
RMA Rework Request 0 0
Nonconformance Entry 0 0
Kanban Receipt 0 0
Engineering
Engineering Change Order (ECO) 0 0
Engineer Part 0 0
Part Method of MFG 0 0
Parts manufactured across Sites/Plants 0 0
Engineer Quote 0 0
Reference Designators 0 0
Purchasing
Supplier Quotes 0 0
Purchase Orders 0 0
Process Purchasing Suggestions 0 0
Purchase Kanban 0 0
PO Approval Process 0 0
Create Notification of PO Schedule Change 0 0
Landed Cost and Container Tracking 0 0
Supplier Qualification Process 0 0
Purchase Requisitions 0 0
Purchasing Setup Processes 0 0
Create New Supplier 0 0
Inventory
New Cycle Count Schedule Setup 0 0
Process Physical Counts (Cycle or Full) 0 0
Quantity Adjustment 0 0
Issue Material to Job 0 0
Create Transfers (within Plant or across Plants) 0 0
Setup Warehouse and Bin 0 0
Supplier Managed Inventory 0 0
Customer Managed Inventory 0 0
Customer Site Stored Inventory 0 0
Bin Replenishment 0 0
Shipping and Receiving
Pick & Ship Orders 0 0
Pick & Ship Transfer Order 0 0
Subcontract Shipment 0 0
Drop Shipment Receipt 0 0
Receive from Suppliers 0 0
Receive Transfer Order 0 0
Packout
Customer Shipment 0 0
Pack out 0 0
Create MasterPack 0 0
MultiCompany
Consolidate to Parent 0 0
InterCompany Trading 0 0
Multi-Company AP and GL 0 0
Global Rate Types & Currency Codes 0 0
Centralized AP payments 0 0
Accounts Receivable
Invoice Customer 0 0
Customer Payments 0 0
New Customer Process 0 0
Customer Credit Check 0 0
Sales Tax Setup 0 0
Sales Tax Reporting 0 0
Accounts Payable
New Supplier Process 0 0
Supplier Invoices 0 0
Supplier Payments 0 0
Process Landed Cost 0 0
GL
End of Period Processing 0 0
Bank Reconciliation 0 0
Budgeting 0 0
Financial Reporting 0 0
Create new GL Account 0 0
Journal Entries 0 0
Cost Accounting
Part Cost Maintenance 0 0
Costing Periodic Processes 0 0
Asset Management
Maintain Assets 0 0
Periodic Asset Processes 0 0
Currency
Update Exchange Rates 0 0
Month-end Currency Processes 0 0
Maintenance
Maintenance 0 0
Information Technology
Data Migration Tool 0 0
Document Management 0 0
Employee Status Change 0 0
Security setup 0 0
Managing databases through implementation 0 0

Key
For cells where a note is not applicable
Overridden notes or extra info.
 % Complete % Complete % Complete
Configuration Report Catalog EUP
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
% Complete % Complete
POC UAT
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
% Complete
EUT
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0

0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0

0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0

0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0

0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0

0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0

0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0

0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0

0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0

0 0 0 0 0 0
0 0 0 0 0 0

0 0 0 0 0 0
0 0 0 0 0 0

0 0 0 0 0 0
0 0 0 0 0 0

0 0 0 0 0 0

0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
Notes
100

90

80

70

60

50

40

30

20

10

0
PreSales
Price List Pricing
Supplier Review by Quality
Operation First Article Inspection
Purchase Kanban
Supplier Managed Inven
 % Complete Data Load
% Complete Data Validation
% Complete Configuration
% Complete Report Catalog
% Complete EUP
% Complete POC
% Complete UAT
% Complete EUT

nban
Supplier Managed Inventory
MultiCompany
Supplier Invoices
Periodic Asset Processes
omplete Data Load
omplete Data Validation
omplete Configuration
omplete Report Catalog
omplete EUP
omplete POC
omplete UAT
omplete EUT