Finance workflow

1. First Inland Bank Plc.
Lotus Workflow
introducing…
starting…

2. What is Lotus Workflow ?
for instance - Admin. Requisition, Leave Request,…
…Automation of document-based
business processes…
A business process is a standard way
for a particular kind of work to be
accomplished.

3. Processes Automated
…so we have created a workflow for them …
1.Admin Requisition Process
2. Leave Application
3. Finacle User Profile Request
4.Finacle User Profile Ammendment

4. Admin. Requisition
…so we have created a workflow for it…
Admin Requisition Process
Is document-based and has a standard way of accomplishing it
Process 1:
Staff Initiates
Requisition Form
and submits to
Level 1 Authority
for Approval
Process 2:
If Form is approved
It is submitted to
Admin Unit for
processing.
Process 3:
Admin Staff
approves items that
are in stock and
staff is informed.
Process 4:
Admin process
requisition, hand
out items to staff
and staff signs for
items received.
Form is
documented

5. Finacle User Profile Requisition
…so we have created a workflow for it…
Finacle User Profile(Id) Request
Is document-based and has a standard way of accomplishing it
Process 1:
Staff Initiates Finacle ID
Request and submits form
to Level 1 Authority for
Approval
Process 2:
Level 1 Authority
approves form and form is
routed to Level 2
Authority(if applicable)
Else staff is informed of
denial
Process 3:
Level 2 Authority
approves form and
form is routed to
Internal control for
processing
Else staff is informed
of denial
Process 4:
Audit 1 approves request and id
is created ,form is routed to Audit
2 for approval
Else staff is informed of denial
Process 5:
Audit 2 approves request
,Finacle Id & password is sent
to staff, Else staff is informed
of denial
Form is documented

6. Finacle User Profile Ammendment
…so we have created a workflow for it…
Finagle User Profile Ammendment Request
Is document-based and has a standard way of accomplishing it
Process 1:
Staff Initiates Finacle ID
ammendment request
and submits form to Level
1 Authority for Approval
Process 2:
Level 1 Authority
approves form and form is
routed to Level 2
Authority(if applicable)
Else staff is informed of
denial
Process 3:
Level 2 Authority
approves form and
form is routed to
Internal control for
processing
Else staff is
informed of denial
Process 4:
Audit 1 approves request and id
is ammended ,form is routed to
Audit 2 for approval
Else staff is informed of denial
Process 5:
Audit 2 approves request
,ammendment is sent to
staff, Else staff is informed of
denial
Form is documented.

7. Thank you!
ending…
Bye