Please enable JavaScript.

Coggle requires JavaScript to display documents.

Tech-consulting Solutions System Plan - Coggle Diagram

- - - - Lead Managment ,
        
        Enter new lead deails ,such name&contact source
        
        Assign a team or employee responsible for the lead
        
        Update the leads status (New ,Qualified,Proposition, new )
      - Order Confirmation
        
        Verify customer acceptance of the quotation provided
        
        Ensure order details like quantity , pricing and delivery date
        
        Confirm the order by creating a sales order in the system
        
        Send the order confirmation to the customer via email or message
        
        Update inventory to reflect available quantities after the the order is confirmed
        
        Prepare invoices based on the confirmed order details
      - Quotation Creation
        
        Gather cliet requirment &analyze their need
        
        Enter customer details , including nameand contact information
        
        Specify the requested products or services withe quantity and pricing
        
        Add discount
        
        Review the quotation thoroughly for accuracy
        
        Send Quotation to the customer via email
      - Customer Follow-Up
        
        Create follow-up tasks for each customer based on a timeline
        
        Contact customers to confirm receipt of the quotation or order
        
        Resolve any customer issues
        
        Update the customer status in the system (under review, ,completed )
    - - Leads
        
        Quotation
        
        Sales Order
        
        Invoicing
    - - CRM
      - Sales
      - Invoice
  - - - Recruitment
      - Attendance Management
      - Payroll Management
      - Leave Management
      - Training & Development
    - - Updating attendance and leave recorded for each employee
      - Preparing payrolls and ensuring data accuracy
      - Tracking employee traning needs and arranging schedules
    - - Employee
      - atteendance
      - Time Off
      - e learning
      - Accounting (but is not exist )
  - - - Invoice Generation:sales and services
      - Payment Tracking
      - Tax Calculations
      - Reporting
    - - Issue Sales Invoices
      - Record Payments
      - Handle Overdue Payments
      - Update Tax Rates
      - Generate Profit/Loss Reports
    - - Invoicng
      - CRM
      - Accounting (not exist to manage taxes and financial reports)
  - - - Identify Training Needs: tools&skills
      - Course Creation
      - Schedule Planning
      - Delivery:(online or on-site)
      - Feedback
    - - Prepare Training Materials: Slides, book, or recorded videos.
      - Coordinate with Trainers
      - Monitor Registrations:
      - Issue Certificates
    - - eLearning
      - CRM
      - Invoicing
      - Events
  - - - Track incoming and outgoing inventory
      - Reordering
      - Inventory Audits
      - Vendor Management
    - - Regularly update inventory quantities
      - Monitor Stock Movements
      - Handle Damaged Good
      - Manage Warehouse Locations
      - Generate Purchase Orders
    - - Inventory
      - Purchase
  - - - Cases Management :Receive and resolve customer support cases
      - SLA Monitoring:Ensure cases are resolved within agreed timelines.
      - Customer Feedback
      - Team Coordination: Assign tasks to support team members
    - - Log Customer Issues: Record and categorize issues reported by clients.
      - Resolve Technical Problems
    - - Helpdesk
      - CRM
      - Surveys