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Business Process Manual Overview
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1KUS015166D0194, Rev B©2013 Ventyx, an ABB company | Confidential & Proprietary
Business Process Manual - OverviewApril 2014
What is the Business Process Manual (a.k.a. Quality Manual)?
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The Business Process Manual is the collection of the company’s policies and procedures. The top level of the BPM is for all of PS NAM. Our documents are under the PSN Network Management section (our division name is actually PSSW Power Systems Software).
The BPM contains the following types of documents.
Policies – Documents that state the company’s principles, rules and guidelines.
Process Flow Diagrams – Swimlane process flow diagrams that align with the work instructions. These show who does what when.
Work Instructions – Documents that describe who does what when (these do not state HOW to do the job). They also include the forms that are created as a result of the process and where the completed forms are stored.
Forms – These are checklists, document templates and so on.
Guidelines and Training Material – These tell a person how to do something. They may also describe how to use a particular tool such as ClearCase, CCRP or eCM and include step-by-step instructions.
What You Need to Know if You Are…
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Business Process Manual – Table of Contents
Quality Manual
Business Process Manual Sections
Project Manager / Product Manager
Eng. Mgr. / PE
SW Dev Testing / Integration/ Rel Mgmt
Tech Writer / Doc
Finance / Purch.
Sales / Mktg
IS Facilities & S/R
HW Eng / HW Integ
Support Managers
Top Level D D D D D D D D D D D D
Management Review Records R
Finance D R D
Policy and Strategy D D D D D D D D D D D R
Facilities Management D R
Supply Chain Management R R
Common Tools R R R R R R R R R R R R
Process Areas
Product Development D R D
Project Bid & Proposal D D R D
Project Management R D D
System Integration R D R D R
Release Management R D R D
Testing R R D
Global Customer Support (GCS) D R D
Documentation R D D D R D
Handling SSDs D R R
Hardware D D D R
Measurement & Analysis R D
Training – Employee Development D D D D D D D D D D D R
Training – Customer Project/Product R R D
Legend: D = Desired, R = Required
Top Level Information/Process Areas
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PSSW Top Level Table of Contents
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PS NAM Quality Manual – PS NAM level documents referenced during ISO 9001:2008 audits
Corporate, PS NAM and PSSW Policies and Tools Ventyx Global Organization Chart ABB Directives PS NAM Quality, Environmental Health and Safety Policy Manual (PS NAM Quality Manual) Human Resources – Portal Link Management Review Records (folder in eCM) Finance (Table of Contents) PSSW Policy and Strategy (Table of Contents) Supply Management (Table of Contents) Facilities Management (Table of Contents) Invention Disclosure Set
PSSW Process Areas
Certificates ISO 9001:2008 Certificates PS NAM Business Policy PS NAM Health, Safety and Environmental Policy
Management Review Records
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This section links to folders in ECM and contains the following:
Audit Reports
Division Reviews and Dashboards
Open Defects
Periodic Reports
Quality Initiatives and KPIs
Finance
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Shared Accounting Service (SAS) Portal
Forms FCM Table of Authority Spreadsheet Table of Authority (Lotus Notes Database)
Training Material SAS US in a Glance (Presentation)
Policy and Strategy
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PS NAM Quality Policy
Supplier Agreement Management (SAM)
PS NAM Source Code Backup Policy
Critical Infrastructure
Configuration Management (CM)
Ventyx Product Management Policy and Procedures
Measurement and Analysis (MA)
Project Monitoring and Control (PMC)
Project Planning (PP)
PSSW Training Records
Policy Template (form)
Facilities Management
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Work Instructions Business Continuity Plan PS NAM Building Access and Security System Physical Security Plan – Santa Clara Physical Security Plan – Sugar Land Emergency Procedures (Evacuation) Weapons Policy
Forms Santa Clara Visitor Guide Sugar Land Visitor Guide Bomb Threat Telephone Report Evacuation Record Report Code Blue Response Team Incident Report
Guidelines and Training Material Card Key Systems (for S2 System or WIN-PAK PE System)
Supply Chain Management (SCM)
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Supplier Information Sheet
W-9 Form for Supplier Approval
Third Party Selection and Purchase Procedures
Standard Purchasing Terms and Conditions
PS NAM Subcontractor Requirements EHS
PS NAM Power System Contractor Submittal
ABB Standard Subcontract Agreement Form
PS NAM level Documents (not under PSSW Control)
ABB Contractor EHS Safety and Loss Evaluation Form
Return to Vendor Instructions (Overview)
Return Material Authorization Form
Stock Transfer Form
Third Party Product Inspection Report
Third Party Product Storage
Shipping Memo
Common Tools (1 of 3)
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The Common Tools area contains tools that are used by all or some employees. These items contain links and guidelines for SAP, CCRP, Concur, ECM and others.
Tools and Portals SAP CCRP Concur ADP TESite Data Management Plan (Data Repositories) ECM Training Manager ClearQuest VersionOne Viki TFS Salesforce.com Curator
Common Tools (2 of 3)
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Informational Sites ABB People Finder Vnet People and Places Team Spaces
Support Contacts Ventyx Helpdesk ECM Support Team Spaces Support CM (Configuration Management Support) TFS Support
Common Tools (3 of 3)
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Training Material and General Information Team Spaces Training CCRP Training Concur Tutorials ECM Basic Training – General Training Manager Guideline TFS
TFS Zone
NM Defect Tracking with TFS – User Guide
NM Defect Tracking with TFS – Support and Maintenance
NM TFS Defect Tracking System Implementation
TFS Change Request Workflow
TFS Workflow Scenarios
ClearQuest ClearQuest Issues Instruction (entering Defects)
ClearQuest User Guide
ClearQuest WorkOrder User Guide (IBM Training Material)
ClearQuest WorkOrder Defect Workflow (IBM Training Material)
ClearQuest WorkOrder Workflow (IBM Training Material)
Process Areas
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Product Development (1 of 3)
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Work Instructions Software Design and Development Work Instruction & Process Flow Diagram -
MMS Software Coding Review Coding Standards Guideline Coding Standards – MMS (Santa Clara Wiki Site)
Forms Software Design and Checklist Design Review Checklist Software Peer Checklist Document Templates (Function Description, Design Description, User Guide, Design
Notes)
Product Development (2 of 3)
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Forms, Checklists and Document Templates Organizational Readiness Plan (Ventyx document) Software Design and Development Checklist Software Design Review Checklist Software Peer Review Checklist Function Description Template (high level description) Functional Specification Template (more in depth than FD) Design Description Template (high level description) Design Specification Template (more in depth than DD) Implementation Manual Template System Overview Template User Guide Template Data Engineering Template Programmer Reference Manual Design Notes (used for Change Requests; high level description of impact) Requirements Specification
Note: All document type templates may not be used by all products
Product Development (3 of 3)
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Items not part of the ISO 9001:2008 Processes for PSSW Ventyx Product Management Policy and Procedures DMS Viki Site NM Project Portal BOM for GA Release for NM and DMS Agile Process Meetings and Documents Ventyx Agile Execution Model – Introduction ABB/Ventyx Santa Clara Wiki Site
Other Forms and Miscellaneous Items Software Design Review Checklist – DMS Software Peer Review Checklist – DMS Software Design Review Checklist – NM Development Record – NM Systems and Software Engineering – Developing user documentation in an agile
environment.
Project Bid and Proposal
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Tools Salesforce.com Curator
Work Instructions Process Checklist – Proposal Process Plan Proposal Process Flow Diagram
Forms Full Cost Model Bid-No-Bid Checklist Handover Checklist Minutes of Meeting Sales Input Presentation
Project Management (1 of 2)
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Work Instructions Process Checklist (PM Process Plan) – Contains links to necessary forms Project Management Process Flow Chart – Contains links to necessary forms
This document aligns with ABB Group Project Management Process 9AAD102047 Project Management Instruction Supplier Administration Management (SAM) Plan Automated Bedsheet Process Supply Management Process Control of Customer Provided Products Subcontract Management Deliver to Customer System Integration and Test Field Installation
Project Management (2 of 2)
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Forms Project Startup Checklist PM Process Plan Project Quality Plan Customer Communication Plan Open Issues/Action Items Log Handover Checklist Documentation Plan Project Appointment Letter Internal Kickoff Meeting Minutes Customer Kickoff Meeting Minutes Transmittal Form (Optional) Technical Review Meeting Minutes
Forms Project Financial Review Checklist Internal Project Report/Meeting Contract Change Review Request Customer Project Status Checklist Shipment Authorization Notice Authorization to Ship Notice Property Receipt Technical Review Meeting Checklist System Acceptance Warranty Expiration Letter (as
needed) Project Closeout Report Project Lessons Learned
System Integration
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Process Flow Diagrams System Integration (SCADA/EMS/GMS/DMS/OMS) System Integration (MMS)
Work Instructions and Plans System Integration (MMS) System Integration (SCADA/EMS/GMS/DMS/OMS) System Problem Reports
Forms (may also be under other process areas such as Testing or Hardware) Hardware Integration Checklist (SCADA/EMS/GMS/DMS/OMS) - TBD Software Integration Checklist (SCADA/EMS/GMS/DMS/OMS) - TBD System Readiness for Integration of Test Phases (MMS)
Release Management
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Process Flow Diagrams Software Release Process - MMS
Work Instructions Software Release Process - MMS NM, DMS Release Package (BOM) – See Project Management
Forms Release Sign-off - MMS Release Notes (Excel Version) – MMS Release Notes (Word Version) – All Products
Testing
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Work Instructions Factory Acceptance Testing Process Flow Factory Acceptance Testing (FAT) Site Acceptance (SAT) for MMS – Shipping, Site Prep and SAT
Forms System Readiness for Integration Test Phases (MMS) FAT Readiness Checklist Test Plan Test Procedure (by product) Test Event Log Test Procedure Log Unstructured Test Report (MMS)
Global Customer Support (GCS)
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Process Flow Diagrams Customer Support Customer Communication on Safety Issues
Work Instructions Customer Support Customer Communication on Safety Issues Critical SPRs (NM, NMR, DMS) Call Center Instructions (NM, NMR, DMS)
Forms Software Alert Software Alert (sample)
Documentation
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PSSW Master Document List – this file contains all of the documents included in the BPM and has a Where Used pivot table
Work Instructions Documentation Manual Introduction and Process Flow Technical, Commercial and Quality Documentation Review and Approval NM R&D Documentation Review and Approval Process Document Postproduction and Packaging Ventyx Development Doc Team Baseline Products Standards Processes Guide
Forms Product and Project Document templates (may also be listed under associated process areas) Internal MS Word Document Templates (Work Instruction, Policy, Visio Swimlane Process Flow) PowerPoint Templates CD Labels and Binder Inserts
Guidelines Ventyx Terminology and Standards Guide Online Help Standards and Guidelines Producing Documents in MS Word
Handling Static Susceptible Devices
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Work Instructions Handling and Storage of Static Susceptible Devices
Forms Precautions when Handling and Working with Static Susceptible Devices Checklist Static Susceptible Device Handling Equipment Test Log Calibration Certificates (Ground Straps and Mats)
Hardware
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Work Instructions Third Party Product Selection and Purchase - Supply Chain Management Hardware Selection and Approval System Problem Reports – System Configuration
Forms Sample Hardware Cost Spreadsheet – MMS Sample Hardware Cost Spreadsheet – SCADA/EMS Property Receipt - Project Management Third Party Product Inspection Report – Supply Chain Management Hardware Return and Return to Vendor – Supply Chain Management
Guidelines and Training Material N/A
Measurement and Analysis - PPQA
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Work Instructions Project Quality Evaluation Process
Forms Project Verification Checklist
Guidelines and Training N/A
Training -001 Employee Development
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Training Manager Database – Each manager creates a list of required skills for their reports and a training plan for each employee.
Training Manager Course Catalog (Tab in TM database) Employees are encouraged to make PDF copies of any training/education
certificates they receive so the records can be imported into Training Manager.
Work Instructions PSSW Employee Development Work Instruction and Process Flow
Forms and Miscellaneous Items Employee Skills Inventory (list of skills , education and experience for new employees) Ventyx New Employee On-boarding Portal ABB New Employee On-boarding Portal
Guidelines and Training Material Business Process Manual Training – this document Training Manager Guideline and Setup (managers and TM administrators)
Training - 002 Customer Project/Product (1 of 2)
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These items are available as necessary depending on the project scope, contract requirements and decision by the project manager.
Work Instructions PSSW Customer Training Process Flow and Work Instruction
Standard Forms Instructor Assessment Checklist Pre-Class Student Questionnaire Classroom Participant Log Classroom Survey Training Course Certificate
Training - 002 Customer Project/Product (2 of 2)
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Other Forms and Miscellaneous Items Student Certificate – Version 1 Student Certificate – Version 2 Network Manager New Course
Description CD Label Binder Inserts SB Application Overview Presentation SB Difference Presentation SB Student Exam SB Name Tents SB Student Exercises SB Binder Table of Contents
Other Forms and Miscellaneous Items SB Training Agenda SB Training Presentation T1 Classroom Checklist T1 Classroom Training Project Plan
(.mpp) T1 Instructor Fulfillment Checklist T1 Training Materials Checklist
Training Material Train-the-Trainer Package
Conclusion
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This concludes the overview of the
Business Process Manual. Please proceed
to the quiz for Module 3.