Wednesday, July 22, 2015

Sony reminds me of quality and going to market with Video Conferencing

Sony

An awesome company designed around quality in operations, manufacturing, channels and distribution and professional services. Many people today would not appreciate the importance of quality and even fewer can say they were a great place to work, as a foreign headquartered innovation icon in the audio visual industry. 

In 1990, I joined the Corporate and Government sales team as the operations point of contact. 

In reality, I walked into a mitigation action plan where the government accounts were at risk for not addressing the order processing cycle which was causing us to miss our scheduled shipments under GSA contracts. An early part of my career where technology was causing issues in the process for people.  Technology was a mainframe system which simply was not easy to change and in my opinion we didn't need to change the system, we needed to modify the way we coded and broke down the scheduled shipments. 

Limitations were preventing more than one shipment as the purchase order could only be entered 1 time.  We had major shipments on a monthly or every other month release.  You could not enter the total as Japan would build and ship based on the forecast.    Each month I added the new scheduled shipment and everything ran pretty effectively.  Which is why Japan asked me to manage the logistics and allocation of goods released through Japan.

I managed all direct sales for the business and professional group including serving as the person who determined which innovation or emerging and advanced technology offers were allocated across the America's theater.

Innovation isn't anything like a typical box sale.  Mailing an invoice suggest the revenue recognition rule was met.  When we sell a box, we must understand the rule changes if the hardware requires a software component. The rules become highly complex when selling solutions. 

Patterns in Business Models Customer Size scenarios

10 - Fast Lane - Small and Medium supported by distribution and channels

The patterns suggest, known products and break fix service are directly associated and we can assume a fast track or fast lane where volume and speed rule and small business with channels and distribution are working to support the small and medium businesses. 

20 - Middle Lane - Service providers, Education, Financial and Infrastructure services

We opted for the separation of concerns with the customers as they customers needed to own the management and security within the comfort and based on their own risk appetites.

Imagine if a Japan Headquartered company assumed the telecom provisioning part of video conferencing for each customer.  If the company did that, any security failure would appear suspicious.  

30 - Slow Lane - Globals, International and Corporate or Enterprise Accounts

New inventions go through a series of additional quality milestones for good reason, although their are the inpatient types who will argue these points as if the norms were no burden to go faster. 

The early trials for innovation offers are far more risk, unknowns are going to surface and knowable scenarios should be monitored.  

System Integrators and Innovation

I also had an opportunity to select the three West Coast sole source suppliers or the resellers we planned to upgrade to System Integrators to represent the Sony Video Conference line.

A system integrator owns the customer relationship and assumes the solution components working with the various specialty shops who supply the components.  







Tuesday, April 7, 2015

OWG - Mapping






Open Working Group Mapping for Commons Cluster Sustainable Development


Thursday, August 28, 2014

Using the first templates used by the NIST reference architecture team

Separation of Concerns


Financial, Reputation, and Regulatory Threats and Weakness

In 2005, a six sigma project was done on the measurements for a county wide centralized eligibility list. The objective was to consolidate 16 disparate organizations into a single list acquired by all of the organizations. The primary objective I had in the project was to design the “to be” state and market research on the potential tools to meet the contract requirements.
An in-depth quality assessment was accelerated by the potential to significantly change the migration strategy. The data was duplicate 80% of the total volume was reduced to 20% and further refined by additional quality variables to a fraction of the volume projected for the county.
The discrepancies are multifaceted in many cases the zip code and city were not shown and the agency was in allocation where little to no pockets of poverty existed. Yet the agencies were acquiring funding based on a local decision in conflict with the federal sponsors guidance.

Operational/Financial/Management/Quality

Horizontal Flow 

 

The type used to run the business during transactional events used to report revenue or on expenses.  In the public sector we refer to this type of data as cost and benefits.
  • Record Retention, zero data loss and zero down time are all applicable for the operational scope. 
  • The best approach for any organization or agency is to separate concerns and DO NOT mix your operational parts of the business with your fit for purpose or analytic decision support systems.  
    • Choose to mix the two and you have a higher cost on every project.  
    • You must govern all and assume every release has a potential to influence your key controls.  
  • Segmenting the operational scope enables speed and agility and a smaller set of applications to invest in P1 support systems. 
    • Governance around the key control systems has supporting corporate policies and buy-in has greater probability. 

Financial Transactions by stakeholder dependency across the life of the activities.  Each output becomes the input to the next process stakeholder with a record as an output.  The record retention requirements for financial transactions typically is 7 years or more.

All types shown are record retention for up to 7 years or more, in original format. 

Transaction Capabilities - International and Generic

 


Today, we are trying very hard to not include these points to avoid this issue with compliance or another which sends up read flags with security.

What's my cure for these types dilemma's?  I eliminate or move the threats vectors to their rightful home.  Big Data isn't the system of record for financial management capabilities, nor the home for the party or offer management capabilities.  For the same reason, a single copy of the expense and revenue transaction capability results are protected within a data store. 

How does the suggestion help solve the problems with security, governance and compliance?  The 5 capabilities are operational and the foundation of any companies business management system.  The scope for Sarbanes Oxley and all regulatory reporting.   Record retention requirements with zero data loss and zero down time are all part of the scope.

IF we scale the operational and financial information back to their system of record, integrity of the financial records and retention is not going to hinder the objectives of a big data solution.  The technology and requirements are only a problem in regard to the financial and operational processing moving to a big data store.  

A great example being records management outside the technology designed to retain records for an organization or agency.  The management of data derived from a record is not going to attain the right retention treatment when converted back to a data expert in a data store. 

Requirements Capability Template

Gary Mazzaferro supplied this template to the Reference Architecture team in NIST Big Data Work Groups in the first phase of NIST development on the subject.   


Private Sector 

Three types of inbound feeds ensures the proper management of data sources, encryption specifically
 In the private sector we have an option to include the 2nd horizontal data as segmented by types and use in most organizations across the world.  Most businesses are not integrating their voice, video, and data and when they are we can assume streaming (real time) feeds or unstructured in column 1 or column 3.
Column 2 Operational (see above)
Column 4 Fit for purpose anything goes information we all know and most peoples desires are in their data marts.

Segmentation

The requirements we hear about are best segmented by the groupings identified as the grouping will manage access and allow containment when sharing beyond the organization in a shared cloud scenario.  Marketing allows other marketing stakeholders to access their information.

Business Function - Roles based access

We want to avoid situations where marketing grants access to operations data without operations having anything to do with the decision. 
  

Public Sector


















Friday, February 14, 2014

Revenue or Benefits Transaction Capability


Lisa Martinez Copyright @ 2014 Wicked Design Solutions

Revenue Transaction Capability - Re use data definitions

Re-use of an opportunity
Sales forecast are reported to the senior leaders and often weekly touch points about the forecast give sales an opportunity to remove their forecast when lost or continue to keep its priority on the leaders watch for holding product delivery to their commitments.  

The data points which can be pushed to the following revenue transaction capabilities as follows;
  1. Sales Forecast Header
  1. Commission Credit Header
  1. Quote Header
  1. Sales Order Header
  1. Sales Project Header 
  1. Purchase Requisition Header
  1. Packing  Slip Header
  1. Shipment Label 
  1. Customer Invoice Header

The fast lane on a highway when we talk about risk we must use the same language.   
Assume the maturity of the offer, a risk classification indicator type determines the low touch model described within this post and two other levels of maturity are described with up to 22 forms versus the majority of any companies who manage risk no more than 30% of revenue would be invested on innovation or improvements.   The 30% risk is an aggressive split which investors and shareholders are going to watch closely until they've earned confidence about the organizations ability to execute and transform in a high risk model. 

Opportunity create date 
SLA's for supporting sales and revenue should begin with the push from the CRM OM system,  customer expectation setting conversation promotes the opportunity registration.  

  • Opportunity id
The opportunity id should be re-used in commission credit, project id, quote id, sales order id, purchase requisition id, packing slip, shipment label and customer invoice id.  
Rather than issue new unrelated numbers, the ideal state would push the number to all downstream required forms.  

  • Total Opportunity Value (in which currency)
Pro-active deal approvals from the credit department saves everyone the grief of learning on the day you get the purchase order that some problem prevents the deal from shipping.   
Typically a country of origin default and/or other locations are translated and consolidated into the HQ currency.  

  • Offer Type(s)
Business group or promotional items chosen would present the items allowed and any features or comparable items which can be substituted.  
Example; 
Virtual Servers are used in digital media centers the offer type should be applied to the appliance and offered like a menu of items with different storage capacity.  
If sales selects the digital media offer type, the product group must forecast and acquire or prepare the solution to be built and dropped shipped.  

  • Allocation Percentage
  • Each offer type may have an allocation split amongst the components, the allocation must be used to validate the commission credit.  The percentage offers the sales perspective on the split for their goal sheet retirement and higher compensation rates based on the goal objectives.  
  • An allocation typically is only used in Advanced and Emerging offer types which are indicators of an expert sales supported model.  An allocation split may be applied to a different goal sheet and different sales type role commission credit.  
  • A default should be acquired by the offer type setup by product managers, allowing the override is a pretty common process which some companies are willing to accept the overpayment on credit to sales but might not accept the partner credit in the same flexible manner.   
  • Partner performance goals are typically not across offer types typically a partner specializes in one which would allow the partner credit for the type of offer or typically not be a factor or benefit for the partner.  Partners are offered rebates for performance goals met.  Allowing a partner to determine their own allocation would be a much more expensive risk.  

  • Customer Name 
Typically identifies the bill to customer or financial lease company name
A partner led deal may name the partner 

  • Customer Bill to ID
Bill to legal name

  • Customer Branch location 
The branch location and ship to location associated with the company leasing

  • Customer Country
The ship to destination country enables currency, language, buy sell entity, in country purchase for least damage and power requirements based on local requirements.  
Any limitations on encryption for China, as an example. 

  • Customer Contact 
Person who met the BANT process warranting the registration of the opportunity. 
  • Budget in the amount of the solution total
  • Accountable decision maker on - board with the solution proposed
  • Need your offer will meet 
  • Timeline of the delivery
The person or end customer contact is the person sales works with and ideally the order management support person takes the deal from this point forward.   

Registration User Name 
Sales person opening the opportunity name 
May be a partner contact name 

  • Registration User ID
User id for the person entering the opportunity any of the following may work depending on the territory hierarchy adherence to strong natural or complex rules in the source hierarchy.  
  • Sales Territory Level 2
  • Sales Territory Level 3
  • Sales Territory Level 4
  • Sales Territory Level 5

Smart Cities Work Plan

Smart Cities

A champion six sigma model builds the infrastructure to support and deploy six sigma teams.     

Wicked Problems fester in legacy systems

It's time for transformational change, the type of change we get very nervous about and the type of change we avoid.  

Quality Review Teams

Quality Review Teams are a vital part of the decision making process as these stakeholders are not looking solely from a political rather each member of a quality review team has affirmed their commitment to quality and their ethical principles are not going to be altered by public opinion rather based on facts.   

US-Project List-Define - Must update

Sunday, January 26, 2014

Business Process to Enterprise Architecture


The following supplies the most familiar way an organization assigns roles to a business process.
Each organization will name the first bold row something different.  
We can assume the first row in the following Table applies information or metadata "data about data from a business person perspective.  It's important to understand the limitations of relying on the internal resources for information an EA needs to be successful.  The only person who has the accountability for the EA requirements is the CEO.  The CEO is unlikely to be in the details.  

 mapping of different roles in a typical organization anywhere in the world.

Using a five capability model we assign the actions of create, read, update and archive based on the priority 1 scope in any organization.  The financial and regulatory scope for the parent company.



1 Design Vision and Strategy 2. Develop products and services 3. Market and Sell Products and Services 4. Deliver Products and Services 5. Manage Products and Services
Executives, Management, HR and Corporate Finance Engineering and Corporate Marketing Field Marketing and Sales  Operations, Sales Finance and Supply Chain Technical Services
Creates master records Creates transaction records from master records Creates transaction records from master records Creates transaction records from master records Creates transaction records from master records
Updates, Reads and Archives - Never deletes. Expense Transaction CapabilityExpense Transaction and Begins the Revenue Transaction CapabilityExpense Transaction Plus Revenue Transaction Expense Transaction Plus Revenue Transaction
Corporate Sub-Acct 10
Corporate Sub-Acct 20
Corporate Sub-Acct 30
Core
Advanced
Innovation
Small and Medium
Service Providers and Alliances
Global Accounts
Resale
Bill to 3rd party finance or Federal
Enterprise Direct
Partner Supported-Break Fix
Service Provider BOT
Advanced Service-Prevent

Sunday, December 22, 2013

Criminal Charges to explore in Data>Information>Knowledge>Wisdom Cases

Malicious Access-illegal monitoring of communications

(Node #278356)
Unauthorized access, unauthorized recording/taping, Illegal interception of electronic
communications, illegal monitoring of communications, surveillance, eavesdropping, wiretapping, unlawful party to call

Computer and Internet Crimes

(Node #278358)

Bullying and cyberbullying

(Node #278377)

Child abuse

(Node #278378)

Confidentiality - personal and employer risk

(Node #278363)
Confidentiality violations: including laws that apply to the agency the perpetrator works for

Consumer protection laws

(Node #278367)

Criminal Trespassing

(Node #278366)
Burglary, criminal trespass, reckless endangerment, disorderly conduct, mischief, obstruction of justice,
possession of a device for unlawful purposes

Defamatory libel

(Node #278365)
Defamatory libel, slander, economic or reputation harms, privacy torts

Felony Menacing via electronic surveillance - Special circumstances

(Node #278373)
Stalking and cyberstalking (felony menacing by, via electronic surveillance, etc.)

Fraud - network intrusion

(Node #278359)
Computer and Internet crimes: fraud, network intrusion

Harrassment and Assault

(Node #278374)
Harassment, threats, assault

Identity theft

(Node #278360)
Identity theft, impersonation, pretexting

No Contact or Mutual Separation Agreements

(Node #278369)
Violation of no contact, protection and restraining orders
Agreements between employee and employer in agreement to separate without termination action.

Hold harmless and agreement not to speak negative about the company or employee.


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