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Verticals
Government
Automotive
Healthcare
Tours and Travels
Real – Estates
Employment
Computers and Accessories
Mobiles and Accessories
Investment Services
Indian Sciences
Education
Lifestyle
NGOs
Media and Entertainment
Matrimony
Portal should be ready with information on the various government services customer is interested in.
No Obligation to Return India (NORI) Process Flow
StartStart
Customer browses the Portal to apply
for NORI
Customer browses the Portal to apply
for NORI
Customer calls HD for more information
Customer calls HD for more information
Application Form along with instructions to fill and other documents
are sent to the customer
Application Form along with instructions to fill and other documents
are sent to the customer
HD Agent searches information and provides to the
customer
HD Agent searches information and provides to the
customer
Customer fills the form and sends back to HD
Customer fills the form and sends back to HD
Customer makes online payment of the fee and
charges
Customer makes online payment of the fee and
charges
Government Services’ Database
Portal should have provision to make online payments.
Upon verification and fulfillment of the
requirements, Embassy posts NORI to the
customer
Upon verification and fulfillment of the
requirements, Embassy posts NORI to the
customer
HD submits the form to the concerned Embassy
HD submits the form to the concerned Embassy
StopStop
Tie-up is required with the courier service for logistic support (pickup and drop of documents
07/01/2008
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
Yes
No
Yes
No
Portal should be ready with information on the various government services customer is interested in.
Attestation of Documents Process Flow
StartStart
Customer browses the Portal to apply for
Attestation of Documents Service
Customer browses the Portal to apply for
Attestation of Documents Service
Customer calls HD for more information
Customer calls HD for more information
Courier service picks up the documents from
customer and delivers to HD
Courier service picks up the documents from
customer and delivers to HD
HD Agent searches information and provides to the
customer
HD Agent searches information and provides to the
customer
Customer makes online payment of the fee and
charges
Customer makes online payment of the fee and
charges
Government Services’ Database
Portal should have provision to make online payments.
Attested documents are couriered back to the
customer
Attested documents are couriered back to the
customer
HD gets the documents attested from the
concerned authority
HD gets the documents attested from the
concerned authority
StopStop
Tie-up is required with the courier service for logistic support (pickup and drop of documents
07/01/2008
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
Yes
No
Yes
No
Portal should be ready with information on the various government services customer is interested in.
Passport Renewal Process Flow
StartStart
Customer browses the Portal to apply
for Renewal of Passport
Customer browses the Portal to apply
for Renewal of Passport
Customer calls HD for more information
Customer calls HD for more information
Application Form along with instructions to fill and other documents
are sent to the customer
Application Form along with instructions to fill and other documents
are sent to the customer
HD Agent searches information and provides to the
customer
HD Agent searches information and provides to the
customer
Customer fills the form and sends back to HD
Customer fills the form and sends back to HD
Customer makes online payment of the fee and
charges
Customer makes online payment of the fee and
charges
Government Services’ Database
Portal should have provision to make online payments.
Upon verification and fulfillment of the
requirements, RPO directly sends the
passport to the customer
Upon verification and fulfillment of the
requirements, RPO directly sends the
passport to the customer
HD submits the form to the concerned Regional
Passport Office along with the payment
HD submits the form to the concerned Regional
Passport Office along with the payment
StopStop
Tie-up is required with the courier service for logistic support (pickup and drop of documents
07/01/2008
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
Yes
No
Yes
No
Portal should be ready with information on the various government services customer is interested in.
New Passport (Dependent) Process Flow
StartStart
Customer browses the Portal to apply
for Renewal of Passport
Customer browses the Portal to apply
for Renewal of Passport
Customer calls HD for more information
Customer calls HD for more information
Application Form along with instructions to fill and other documents
are sent to the customer
Application Form along with instructions to fill and other documents
are sent to the customer
HD Agent searches information and provides to the
customer
HD Agent searches information and provides to the
customer
Customer fills the form and sends back to HD
Customer fills the form and sends back to HD
Customer makes online payment of the fee and
charges
Customer makes online payment of the fee and
charges
Government Services’ Database
Portal should have provision to make online payments.
Upon verification and fulfillment of the
requirements, RPO directly sends the
passport to the customer
Upon verification and fulfillment of the
requirements, RPO directly sends the
passport to the customer
HD submits the form to the concerned Regional
Passport Office along with the payment
HD submits the form to the concerned Regional
Passport Office along with the payment
StopStop
Tie-up is required with the courier service for logistic support (pickup and drop of documents
07/01/2008
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
Yes
No
Yes
No
Portal should be ready with information on the various government services customer is interested in.
Attestation of Documents Process Flow
StartStart
Customer browses the Portal to apply for
Attestation of Documents Service
Customer browses the Portal to apply for
Attestation of Documents Service
Customer calls HD for more information
Customer calls HD for more information
Courier service picks up the documents from
customer and delivers to HD
Courier service picks up the documents from
customer and delivers to HD
HD Agent searches information and provides to the
customer
HD Agent searches information and provides to the
customer
Customer makes online payment of the fee and
charges
Customer makes online payment of the fee and
charges
Government Services’ Database
Portal should have provision to make online payments.
Attested documents are couriered back to the
customer
Attested documents are couriered back to the
customer
HD gets the documents attested from the
concerned authority
HD gets the documents attested from the
concerned authority
StopStop
Tie-up is required with the courier service for logistic support (pickup and drop of documents
07/01/2008
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
Yes
No
Yes
No
Portal should be ready with information on the various government services customer is interested in.
Issue of Visa (Dependent) Process Flow
StartStart
Customer browses the Portal to apply for
new Visa for Dependents
Customer browses the Portal to apply for
new Visa for Dependents
Customer calls HD for more information
Customer calls HD for more information
HD provides info on nearest department to
the dependent or sends a representative
HD provides info on nearest department to
the dependent or sends a representative
HD Agent searches information and provides to the
customer
HD Agent searches information and provides to the
customer
Customer makes online payment of the fee and
charges
Customer makes online payment of the fee and
charges
Government Services’ Database
Portal should have provision to make online payments.
After verification and fulfillment of requirements the Local Body sends the new Visa to the customer
After verification and fulfillment of requirements the Local Body sends the new Visa to the customer
HD / Representative helps to him to fill the form,
arrange documents, and prepare for interview
HD / Representative helps to him to fill the form,
arrange documents, and prepare for interview
StopStop
The portal should have representatives in the location where customer may need service.
07/01/2008
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
Yes
No
Yes
No
Customer submits the documents to the Local
Bodies
Customer submits the documents to the Local
Bodies
Portal should be ready with information on the various government services customer is interested in.
Educational Certificates Process Flow
StartStart
Customer browses the Portal for Educational Certificates
Customer browses the Portal for Educational Certificates
Customer calls HD for more information
Customer calls HD for more information
HD informs the concerned Board or
University
HD informs the concerned Board or
University
HD Agent searches information and provides to the
customer
HD Agent searches information and provides to the
customer
Customer makes online payment of the fee and
charges
Customer makes online payment of the fee and
charges
Government Services’ Database
Portal should have provision to make online payments.
HD sends the certificates to the customer.
HD sends the certificates to the customer.StopStop
The portal should have representatives who can liaison with Board or University in the location where customer may need service.
07/01/2008
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
Yes
No
Yes
No
HD follows up with the Board or University and
gets the required Certificates
HD follows up with the Board or University and
gets the required Certificates
Tie-up is required with Courier Service to Drop
the Docs to the customer’s Location
Portal should be ready with information on the various government services customer is interested in.
Encumbrance Certificates Process Flow
StartStart
Customer browses the Portal for Encumbrance
Certificates
Customer browses the Portal for Encumbrance
Certificates
Customer calls HD for more information
Customer calls HD for more information
HD submits the application with required
Docs to Registrar or Sub-Registrar’s office
HD submits the application with required
Docs to Registrar or Sub-Registrar’s office
HD Agent searches information and provides to the
customer
HD Agent searches information and provides to the
customer
Customer makes online payment of the fee and
charges
Customer makes online payment of the fee and
charges
Government Services’ Database
Portal should have provision to make online payments.
HD sends the certificates to the customer.
HD sends the certificates to the customer.StopStop
The portal should have representatives who can liaison with the Registrar’s office in the location where customer may need service.
07/01/2008
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
Yes
No
Yes
No
HD follows up with the Registrar’s office and gets the required Certificates
HD follows up with the Registrar’s office and gets the required Certificates
Tie-up is required with Courier Service to Drop
the Docs to the customer’s Location
Portal should be ready with information on the various government services customer is interested in.
Police Clearance Certificates Process Flow
StartStart
Customer browses the Portal for Police
Clearance Certificate
Customer browses the Portal for Police
Clearance Certificate
Customer calls HD for more information
Customer calls HD for more information
HD submits the application with required
Docs to Police Commissioner's Office
HD submits the application with required
Docs to Police Commissioner's Office
HD Agent searches information and provides to the
customer
HD Agent searches information and provides to the
customer
Customer makes online payment of the fee and
charges
Customer makes online payment of the fee and
charges
Government Services’ Database
Portal should have provision to make online payments.
HD sends the certificates to the customer.
HD sends the certificates to the customer.StopStop
The portal should have representatives who can liaison with the Police Commissioner’s office in the location where customer may need service.
07/01/2008
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
Yes
No
Yes
No
HD follows up with the Police Commissioner’s
office and gets the required Certificates
HD follows up with the Police Commissioner’s
office and gets the required Certificates
Tie-up is required with Courier Service to Drop
the Docs to the customer’s Location
Portal should be ready with information on the various government services customer is interested in.
International Drivers Permit Process Flow
StartStart
Customer browses the Portal for Police
Clearance Certificate
Customer browses the Portal for Police
Clearance Certificate
Customer calls HD for more information
Customer calls HD for more information
HD submits the application with required
Docs to the licensing authority
HD submits the application with required
Docs to the licensing authority
HD Agent searches information and provides to the
customer
HD Agent searches information and provides to the
customer
Customer makes online payment of the fee and
charges
Customer makes online payment of the fee and
charges
Government Services’ Database
Portal should have provision to make online payments.
HD sends the IDP to the customer.
HD sends the IDP to the customer.StopStop
The portal should have representatives who can liaison with the licensing authority in the location where customer may need service.
07/01/2008
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
Yes
No
Yes
No
HD follows up with the licensing authority and
gets the required permit
HD follows up with the licensing authority and
gets the required permit
Tie-up is required with Courier Service to Drop
the Docs to the customer’s Location
Portal should be ready with information on the various government services customer is interested in.
Birth Certificate Process Flow
StartStart
Customer browses the Portal for Birth
Certificate
Customer browses the Portal for Birth
Certificate
Customer calls HD for more information
Customer calls HD for more information
HD contacts the respective corporation office for the process
HD contacts the respective corporation office for the process
HD Agent searches information and provides to the
customer
HD Agent searches information and provides to the
customer
Customer makes online payment of the fee and
charges
Customer makes online payment of the fee and
charges
Government Services’ Database
Portal should have provision to make online payments.
HD sends the certificate to the customer.
HD sends the certificate to the customer.StopStop
The portal should have representatives who can liaison with the Municipal Corporation in the location where customer may need service.
07/01/2008
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
Yes
No
Yes
No
HD follows up with the corporation office and
gets the certificate
HD follows up with the corporation office and
gets the certificate
Tie-up is required with Courier Service to Drop
the Docs to the customer’s Location
Portal should be ready with information on the various government services customer is interested in.
Death Certificate Process Flow
StartStart
Customer browses the Portal for Death
Certificate
Customer browses the Portal for Death
Certificate
Customer calls HD for more information
Customer calls HD for more information
HD contacts the respective corporation office for the process
HD contacts the respective corporation office for the process
HD Agent searches information and provides to the
customer
HD Agent searches information and provides to the
customer
Customer makes online payment of the fee and
charges
Customer makes online payment of the fee and
charges
Government Services’ Database
Portal should have provision to make online payments.
HD sends the certificate to the customer.
HD sends the certificate to the customer.StopStop
The portal should have representatives who can liaison with the Municipal Corporation in the location where customer may need service.
07/01/2008
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
Yes
No
Yes
No
HD follows up with the corporation office and
gets the certificate
HD follows up with the corporation office and
gets the certificate
Tie-up is required with Courier Service to Drop
the Docs to the customer’s Location
Portal should be ready with information on the various government services customer is interested in.
Marriage Certificate Process Flow
StartStart
Customer browses the Portal for
Marriage Certificate
Customer browses the Portal for
Marriage Certificate
Customer calls HD for more information
Customer calls HD for more information
HD contacts the respective corporation office for the process
HD contacts the respective corporation office for the process
HD checks the required documents and provides info on service and charges
HD checks the required documents and provides info on service and charges
Customer makes online payment of the fee and
charges
Customer makes online payment of the fee and
charges
Government Services’ Database
Portal should have provision to make online payments.
HD sends the certificate to the customer.
HD sends the certificate to the customer.StopStop
The portal should have representatives who can liaison with the Municipal Corporation in the location where customer may need service.
07/01/2008
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
Yes
No
Yes
No
HD follows up with the corporation office and
gets the certificate
HD follows up with the corporation office and
gets the certificate
Tie-up is required with Courier Service to Drop
the Docs to the customer’s Location
The portal should have facility for the customers to
apply for the PAN card online through the portal
Portal should be ready with information on the various government services customer is interested in.
PAN Card Application Process Flow
StartStart
Customer browses the Portal for
application of PAN card
Customer browses the Portal for
application of PAN card
Customer calls HD for more information
Customer calls HD for more information
HD provides information on Do’s and Don'ts for filling the application
form.
HD provides information on Do’s and Don'ts for filling the application
form.
HD checks the required documents and provides info on service and charges
HD checks the required documents and provides info on service and charges
Customer makes online payment of the fee and
charges
Customer makes online payment of the fee and
charges
Government Services’ Database
Portal should have provision to make online payments.
IT dept allocates and PAN number and sends the card to the customer
directly
IT dept allocates and PAN number and sends the card to the customer
directly
StopStop
07/01/2008
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
Yes
No
Yes
No
Customer applies for the PAN card to the IT
department via our portal
Customer applies for the PAN card to the IT
department via our portal
The portal should have representative to liaison with the concerned Consulate.
Portal should be ready with information on the various government services customer is interested in.
PIO Card Application Process Flow
StartStart
Customer browses the Portal for
issuance of PIO card
Customer browses the Portal for
issuance of PIO card
Customer calls HD for more information
Customer calls HD for more information
HD contacts the Local Consulate
HD contacts the Local Consulate
HD provides information necessary
documents required.
HD provides information necessary
documents required.
Customer makes online payment
Customer makes online payment
Government Services’ Database
Portal should have provision to make online payments.
HD sends the PIO card to the customer
HD sends the PIO card to the customerStopStop
07/01/2008
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
Yes
No
Yes
No
HD provides the status of the application to the
customer
HD provides the status of the application to the
customer
HD gets the PIO card from the concerned
Consulate
HD gets the PIO card from the concerned
Consulate
Tie-up is required with Courier Service to Drop
the Docs to the customer’s Location
The portal should have representative to liaison with the concerned Consulate.
Portal should be ready with information on the various government services customer is interested in.
OCI Application Process Flow
StartStart
Customer browses the Portal for
issuance of OCI
Customer browses the Portal for
issuance of OCI
Customer calls HD for more information
Customer calls HD for more information
HD contacts the Local Consulate
HD contacts the Local Consulate
HD provides information necessary
documents required.
HD provides information necessary
documents required.
Customer makes online payment
Customer makes online payment
Government Services’ Database
Portal should have provision to make online payments.
HD sends the OCI to the customer
HD sends the OCI to the customerStopStop
07/01/2008
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
The Customer orders the
service
Yes
No
Yes
No
HD provides the status of the application to the
customer
HD provides the status of the application to the
customer
HD gets the OCI from the concerned
Consulate
HD gets the OCI from the concerned
Consulate
Tie-up is required with Courier Service to Drop
the Docs to the customer’s Location
Portal should be ready with the advertiser information on the categories of automobiles customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Automobile Selling Process Flow
StartStart
Customer requests for selling
automobile
Customer requests for selling
automobile
Requests received by call or email
Requests received by call or email
Buyer makes the initial down payment
Buyer makes the initial down payment
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed buyer
Details
HD follows up for short listed buyer
Details
Send the list of available buyers to
the customer
Send the list of available buyers to
the customer
Schedule a visit for the buyer
Schedule a visit for the buyer
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
buyer makes final payment.
buyer makes final payment.
Contact the short Listed buyer
Contact the short Listed buyer
Automobile Advertiser's Database
Customer Selects the
buyer
No Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects buyer
No
Yes
Customer Informs the Helpdesk
Customer Informs the Helpdesk
Helpdesk to follows up with
the customer for Legal Docs
Helpdesk to follows up with
the customer for Legal Docs
Courier Legal Docs to buyer for
sign-off
Courier Legal Docs to buyer for
sign-off
Obtain sign-off from the buyer and courier it
back to customer
Obtain sign-off from the buyer and courier it
back to customer
StopStop
Portal should have facility to make online payments by the clients.
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
Tie-up is required with service provider to
liaison with the Transport Authority
02/01/2008
Portal should be ready with the advertiser information on the categories of automobiles customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Automobile Buying Process Flow
StartStart
Customer requests for buying automobile
Customer requests for buying automobile
Requests received by call or email
Requests received by call or email
Customer makes the initial down
payment
Customer makes the initial down
payment
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed
automobile Details
HD follows up for short listed
automobile Details
Send the list of available
automobiles to the customer
Send the list of available
automobiles to the customer
Schedule a visit for the customer
if requested
Schedule a visit for the customer
if requested
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Customer makes final payment.
Customer makes final payment.
Contact the short Listed seller
Contact the short Listed seller
Automobile Advertiser's Database
Customer Selects the
seller
No Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects
automobile
No
Yes
Customer Informs the Helpdesk
Customer Informs the Helpdesk
Helpdesk to follow up with the
seller for Legal Docs
Helpdesk to follow up with the
seller for Legal Docs
Courier Legal Docs to customer
for sign-off
Courier Legal Docs to customer
for sign-off
Obtain sign-off from the
customer and courier it back to
seller
Obtain sign-off from the
customer and courier it back to
seller
StopStop
Portal should have facility to make online payments by the clients.
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
Tie-up is required with service provider to
liaison with the Transport Authority
02/01/2008
Automotive Accessory Retailing Process Flow 07/01/2008
Portal should be ready with the advertiser information on the automobile accessories customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
StartStart
Customer requests for buying automobile accessories
Customer requests for buying automobile accessories
Requests received by call or email
Requests received by call or email
Customer makes the initial down
payment
Customer makes the initial down
payment
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed automobile
accessory Details
HD follows up for short listed automobile
accessory Details
Send the list of available
accessories to the customer
Send the list of available
accessories to the customer
Schedule a visit for the customer
if requested
Schedule a visit for the customer
if requested
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Customer makes final payment.
Customer makes final payment.
Contact the short Listed seller
Contact the short Listed seller
AutomobileAccessory
Advertiser's Database
Customer Selects the
seller
No Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects
accessory
No
Yes
Customer Informs the Helpdesk
Customer Informs the Helpdesk
Helpdesk to follow up with the seller for Delivery
of the goods
Helpdesk to follow up with the seller for Delivery
of the goods
The goods are delivered to the
customer by seller
The goods are delivered to the
customer by seller
StopStop
Portal should have facility to make online payments by the clients.
Portal should be ready with the Bank’s information on type of loans customer is interested in.Integrate Portal email
server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Automotive Finance Process Flow
StartStart
Customer requests for a loan
Customer requests for a loan
Requests received by call or email
Requests received by call or email
Provide the status of the
application to the customer
Provide the status of the
application to the customer
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed Bank
Details
HD follows up for short listed Bank
Details
Send the list of available loan
providers (Banks) to the customer
Send the list of available loan
providers (Banks) to the customer
Schedule a meeting with the customer and the Bank executive
Schedule a meeting with the customer and the Bank executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Facilitate payment to the
customer
Facilitate payment to the
customer
Contact the short Listed Banks
Contact the short Listed Banks
Bank’s Database
Customer Selects the Prospective
Bank
No Yes
Portal should have Bank’s contact information. Outbound India calling should also be enabled.
Customer selects the
Bank
No
Yes Helpdesk to follow up with the Bank for the loan
documents
Helpdesk to follow up with the Bank for the loan
documents
Courier the loan documents to the
customer
Courier the loan documents to the
customer
Get the signed off docs from the customer and send it to the
bank
Get the signed off docs from the customer and send it to the
bank
StopStop
Bank approves the loan
No
Yes
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
07/01/2008
Portal should be ready with the Insurance provider’s information on automotive Insurance customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Automotive Insurance Process Flow
StartStart
Customer requests for new Insurance or renewal for his
automobile
Customer requests for new Insurance or renewal for his
automobile
Requests received by call or email
Requests received by call or email
Customer makes the payment to the insurance
company
Customer makes the payment to the insurance
company
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed
Insurance provider Details
HD follows up for short listed
Insurance provider Details
Send the list of available Insurance
providers to the customer
Send the list of available Insurance
providers to the customer
Schedule a meeting with the customer and the
Insurance executive
Schedule a meeting with the customer and the
Insurance executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed Insurance
providers
Contact the short Listed Insurance
providers
Insurance providers Database
Customer Selects the Insurance Provider
No Yes
Portal should have Insurance company’s contact information. Outbound India calling should also be enabled.
Customer selects the Insurance
plan
No
Yes
Helpdesk to follow up with the
insurance company for the
documents
Helpdesk to follow up with the
insurance company for the
documents
StopStop
07/01/2008
Database should be ready with all the health related information customer may be interested in.
Health Encyclopedia Process Flow
StartStart
Customer searches the portal for
required information
Customer searches the portal for
required information
The customer selects the
required Link
The customer selects the
required Link
The customer selects the format from the 3 formats available on
the portal
The customer selects the format from the 3 formats available on
the portal
Health Encyclopedia Database
Portal should have the information in the 3 basic format which the customer can use
The user navigates to the
desired page
The user navigates to the
desired pageStopStop
07/01/2008
Portal should be ready with the Insurance provider’s information on health Insurance customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Health Insurance Process Flow
StartStart
Customer requests for new Insurance or
renewal for himself or dependents
Customer requests for new Insurance or
renewal for himself or dependents
Requests received by call or email
Requests received by call or email
Customer makes the payment to the insurance
company
Customer makes the payment to the insurance
company
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed
Insurance provider Details
HD follows up for short listed
Insurance provider Details
Send the list of available Insurance
providers to the customer
Send the list of available Insurance
providers to the customer
Schedule a meeting with the customer and the
Insurance executive
Schedule a meeting with the customer and the
Insurance executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed Insurance
providers
Contact the short Listed Insurance
providers
Insurance providers Database
Customer Selects the Insurance Provider
No Yes
Portal should have Insurance company’s contact information. Outbound India calling should also be enabled.
Customer selects the Insurance
plan
No
Yes
Helpdesk to follow up with the
insurance company for the
documents
Helpdesk to follow up with the
insurance company for the
documents
StopStop
07/01/2008
Database should be ready with all the health related information customer may be interested in.
Health Insurance Information Process Flow
StartStart
Customer searches the portal for
required information
Customer searches the portal for
required information
The customer selects the
required Link
The customer selects the
required Link
The customer gets the available pages to
browse
The customer gets the available pages to
browse
Health Insurance providers’ Database
Portal should have the information about different insurance providers and policies
The user navigates to the
desired page
The user navigates to the
desired pageStopStop
07/01/2008
Database should be ready with all the health related events information customer may be interested in.
Health-related Events Information Process Flow
StartStart
Customer searches the portal for
required information
Customer searches the portal for
required information
The customer selects the
required Link
The customer selects the
required Link
The customer selects the date and the region
of the event
The customer selects the date and the region
of the event
Health-related Events’ Database
Portal should have the information in calendar type of list and divided region-wise
The customer navigates to the
desired page
The customer navigates to the
desired pageStopStop
07/01/2008
Tie-up is required by different organization that are conducting different events
Posting Health-related Events Process Flow
StartStart
Customer logs in to the Portal
Customer logs in to the Portal
Posts the information on the portal regarding
the event which it is conducting
Posts the information on the portal regarding
the event which it is conducting
Health-related Events’ Database
The customer logs off from the
portal
The customer logs off from the
portalStopStop
07/01/2008
Database should be ready with all the health related events information customer may be interested in.
Health-related Events Registration Process Flow
StartStart
Customer logs in to the Portal and
searches for the information he
requires
Customer logs in to the Portal and
searches for the information he
requires
The customer selects the required Link of
the event he wants to attend
The customer selects the required Link of
the event he wants to attend
Fills all his details and submits the form
online.
Fills all his details and submits the form
online.
Health-related Events’ Database
HD forwards the application to the
concerned organization
HD forwards the application to the
concerned organization
StopStop
07/01/2008
Database should be ready with all the healthcare related news customer may be interested in.
Healthcare News Process Flow
StartStart
Customer searches the portal for
required information
Customer searches the portal for
required information
The customer selects the
required Link
The customer selects the
required Link
The customer gets the available pages to
browse
The customer gets the available pages to
browse
Healthcare News Database
Portal should have the information about different insurance providers and policies
The user navigates to the
desired page
The user navigates to the
desired pageStopStop
07/01/2008
Database should be ready with all information of all the hospitals providing services that customer may be interested in.
Medical Tourism Process Flow
StartStart
Customer fills the form online with all
the details
Customer fills the form online with all
the details
HD receives the request
HD receives the request
HD searches the database for customer’s criteria
HD searches the database for customer’s criteria
Medical Tourism Database
Portal should have the information about different insurance providers and policies
The hospital gets in touch with the customer
directly
The hospital gets in touch with the customer
directlyStopStop
07/01/2008
HD sends the list of Hospitals to the customer
with all the details
HD sends the list of Hospitals to the customer
with all the details
customer selects the
hospital
customer selects the
hospital
HD sends the information to the concerned hospitalHD sends the information to the concerned hospital
YesNo
Tie-up is required by different hospitals providing this service
Hospital Appointments Process Flow
StartStart
Customer logs in to the Portal
Customer logs in to the Portal
Searches the database for hospital of his choice
Searches the database for hospital of his choice
Hospital Database
The customer logs off from the portalThe customer logs off from the portal
StopStop
07/01/2008
Selects the date, time and location where he wants
appointment
Selects the date, time and location where he wants
appointment
Gets a confirmation screen with all the
appointment related info which he can print
Gets a confirmation screen with all the
appointment related info which he can print
Tie-up is required by different hospitals providing this service
Hospital Appointments Status Request Process Flow
StartStart
Customer logs in to the Portal
Customer logs in to the Portal
Clicks on “My Account”Clicks on “My Account”
Hospital Database
The customer logs off from the portalThe customer logs off from the portal
StopStop
07/01/2008
Gets a screen with all the appointment related info
which he can print
Gets a screen with all the appointment related info
which he can print
Hospital Appointment Cancellation / Postpone Process Flow
StartStart
Customer logs in to the Portal
Customer logs in to the Portal
Clicks on “My Account”Clicks on “My Account”
Hospital Database
The customer logs off from the portalThe customer logs off from the portal
StopStop
07/01/2008
Gets a screen with all the appointment related info
which he can print
Gets a screen with all the appointment related info
which he can print
Clicks on the option “Cancel/Postpone”Clicks on the option “Cancel/Postpone”
Gets a confirmation screen regarding
cancellation/postponement which he can print
Gets a confirmation screen regarding
cancellation/postponement which he can print
HD sends the information to the concerned hospitalHD sends the information to the concerned hospital
Database should be ready with all the hospital consumable service providers information customer may be interested in.
Hospital Consumable Service Providers Information Process Flow
StartStart
Customer searches the portal for
required information
Customer searches the portal for
required information
The customer selects the link “Hospital
Consumable Service Providers”
The customer selects the link “Hospital
Consumable Service Providers”
The customer gets the list of Web Link of the service
providers
The customer gets the list of Web Link of the service
providers
Hospital Consumable Service Provider’s Database
The customer selects the
required link
The customer selects the
required linkStopStop
07/01/2008
Database should be ready with Medical Transcription and Billing service providers information customer may be interested in.
Medical Transcription and Billing Services Information Process Flow
StartStart
Customer searches the portal for
required information
Customer searches the portal for
required information
The customer selects the link “Medical Transcription
and Billing Service Providers”
The customer selects the link “Medical Transcription
and Billing Service Providers”
The customer gets the list of Web Link of the service
providers
The customer gets the list of Web Link of the service
providers
Medical Transcription
and Billing Service
Provider’s Database
The customer selects the
required link
The customer selects the
required linkStopStop
07/01/2008
The portal should be ready with the information of doctors in the locations customer may be interested in
“Find A Doctor” Process Flow
StartStart
Customer logs in to the Portal
Customer logs in to the Portal
Searches the database for doctor of his choice
Searches the database for doctor of his choice
Doctors’ Database
The doctor gets in touch with the
customer directly
The doctor gets in touch with the
customer directly
StopStop
07/01/2008
Selects the date, time and location where he wants
appointment
Selects the date, time and location where he wants
appointment
HD sends the information to the concerned doctor
HD sends the information to the concerned doctor
The portal should be ready with the information on drugs customer may be interested in
“Find A Drug” Process Flow
StartStart
Customer logs in to the Portal
Customer logs in to the Portal
Searches the database for drug used to counter a
particular health problem
Searches the database for drug used to counter a
particular health problem
Drugs’ Database
StopStop
07/01/2008
Selects the drug and looks for the dosage
information
Selects the drug and looks for the dosage
information
Selects the brand which provides appropriate
dosage for his/her age
Selects the brand which provides appropriate
dosage for his/her age
The portal should be ready with the information on drug store in the location customer may be interested in
“Find A Drug store” Process Flow
StartStart
Customer logs in to the Portal
Customer logs in to the Portal
Searches the database for drug store in the location
near to him
Searches the database for drug store in the location
near to him
Drug Store’s Database
StopStop
07/01/2008
Finds out the different types of drugs available in
the particular store
Finds out the different types of drugs available in
the particular store
Visits the drugstore and buys the required drugs
physically
Visits the drugstore and buys the required drugs
physically
The portal should be ready with the information on drug Manufacturer in the location customer may be interested in
“Find A Drug Manufacturer” Process Flow
StartStart
Customer logs in to the Portal
Customer logs in to the Portal
Searches the database for drug manufacturer in the
location near to him
Searches the database for drug manufacturer in the
location near to him
Drug Manufacturer’s
Database
StopStop
07/01/2008
Finds out the different types of drugs it manufacturers
Finds out the different types of drugs it manufacturers
Visits the drug manufacturer and buys
the required drugs physically
Visits the drug manufacturer and buys
the required drugs physically
If the drugs meets
the custom
er criteria
If the drugs meets
the custom
er criteria
Yes
No
The portal should be ready with the information on different types organs / blood in the location customer may be interested in
“Find A Organ / Blood Donor” Process Flow
StartStart
Customer logs in to the Portal
Customer logs in to the Portal
Searches the database for organ / blood as per his
requirement
Searches the database for organ / blood as per his
requirement
Organ / blood donor’s
Database
StopStop
07/01/2008
Contacts the person / organization directly Contacts the person / organization directly
Goes for the Organ implantation or blood
transfusion
Goes for the Organ implantation or blood
transfusion
The portal should be ready with the information on different organs / blood banks in the location customer may be interested in
Organ / Blood Donation Process Flow
StartStart
Customer logs in to the Portal
Customer logs in to the Portal
Searches the database for organ / blood banks
available in his location
Searches the database for organ / blood banks
available in his location
Organ / blood bank’s
Database
StopStop
07/01/2008
Registers himself and an appointment slip is emailed to his email
address
Registers himself and an appointment slip is emailed to his email
address
Takes the hard copy of the slip and visits the
bank for donation
Takes the hard copy of the slip and visits the
bank for donation
The portal should be ready with the information on all the Nursing schools in the location customer may be interested in
Nursing School Admission Process Flow
StartStart
Customer logs in to the Portal
Customer logs in to the Portal
Searches the database for different Nursing Schools available in his required
location
Searches the database for different Nursing Schools available in his required
location
Nursing School’s
Database
StopStop
07/01/2008
Selects one according to location, charges, etc. and
fills the form
Selects one according to location, charges, etc. and
fills the form
The customer takes admission in the school
by paying fees
The customer takes admission in the school
by paying fees
Customer clears
the written
test
Customer clears
the written
test
Yes
No
The form is forwarded to the concerned school by HD
The form is forwarded to the concerned school by HD
The helpdesk provides additional info to the customer regarding seats available and written test
details
The helpdesk provides additional info to the customer regarding seats available and written test
details
The portal should be ready with the information on all the Nursing service providers in the location customer may be interested in
“Find a Nurse” Process Flow
StartStart
Customer logs in to the Portal
Customer logs in to the Portal
Searches the database for various consultancies and
hospitals providing nursing services
Searches the database for various consultancies and
hospitals providing nursing services
Nursing services providers’ Database
StopStop
07/01/2008
Fills the form mentioning details like patient codition,
duration, age, etc.
Fills the form mentioning details like patient codition,
duration, age, etc.
The consultancy sends the nurse to the
customer’s premises after payment
The consultancy sends the nurse to the
customer’s premises after payment
Customer selects
the nurse
Customer selects
the nurse
Yes
No
The form is forwarded to the concerned oranization
by HD
The form is forwarded to the concerned oranization
by HD
HD arranges a meeting between the customer and the service provider or nurse if required
HD arranges a meeting between the customer and the service provider or nurse if required
The portal should be ready with the information on personal care aide providers in the location customer may be interested in
“Find a Personal Care Aide” Process Flow
StartStart
Customer logs in to the Portal
Customer logs in to the Portal
Searches the portal for the details regarding Personal Care Aide
Searches the portal for the details regarding Personal Care Aide
Personal Care Aide Providers’
Database
StopStop
07/01/2008
Searched for various services offered
Searched for various services offered
Checks for whom these services are meant for
Checks for whom these services are meant for
Contacts the service provider directly
Contacts the service provider directly
The portal should be ready with the information on stress-relieving therapies providers in the location customer may be interested in
Stress Relieving Therapies Process Flow
StartStart
Customer logs in to the Portal
Customer logs in to the Portal
Searches the portal for various stress relieving therapies available and find the best suitable therapy as per his/her
requirement.
Searches the portal for various stress relieving therapies available and find the best suitable therapy as per his/her
requirement.
Stress-Relieving Therapies Providers’ Database
StopStop
07/01/2008
Finds the various service providers for the
particular therapy
Finds the various service providers for the
particular therapy
Selects the one of the service provider
according to location, charges, etc.
Selects the one of the service provider
according to location, charges, etc.
HD informs the service provider
HD informs the service provider
Service Provider approves the appointment
Service Provider approves the appointment
HD arranges for the meeting and customer
seeks the services if satisfies
HD arranges for the meeting and customer
seeks the services if satisfies
Database should be ready with all the stress-relieving therapy related info customer may be interested in.
Stress-Relieving Therapies Information Process Flow
StartStart
Customer searches the portal for
required information
Customer searches the portal for
required information
The customer selects the
required Link
The customer selects the
required Link
The customer gets the available pages to
browse
The customer gets the available pages to
browse
Stress relieving therapies information Database
The user navigates to the
desired page
The user navigates to the
desired pageStopStop
07/01/2008
The portal should be ready with the various doctors in the location customer may be interested in
Telemedicine Process Flow
StartStart
Customer logs in to the Portal
Customer logs in to the Portal
Searches the portal for various doctors and
medical practitioners providing telemedicine
facility
Searches the portal for various doctors and
medical practitioners providing telemedicine
facility
Doctors’ Database
StopStop
07/01/2008
Customer selects the doctor
Customer selects the doctor
Doctors gives the time and customer makes
online payment
Doctors gives the time and customer makes
online paymentHD informs the doctorHD informs the doctor
Customer calls the doctor at the respective time and
gets the prescription
Customer calls the doctor at the respective time and
gets the prescription
Portal should have facility to make online payments by the clients.
Portal should be ready with the advertiser information on the categories of products customer is interested in.
Integrate Portal to advertiser database.Inbound and Outbound calling infrastructure has to be in place
Finding Medical Equipment Supplier Process Flow
StartStart
Customer browses the portal for the
product he requires
Customer browses the portal for the
product he requires
Customer calls HD for further
information
Customer calls HD for further
information
Customer makes online payment
Customer makes online payment
Helpdesk provides the information on Product
info, suppliers
Helpdesk provides the information on Product
info, suppliers
Inform the seller to cancel the order
Inform the seller to cancel the order
Inform the seller to deliver the
product as per new schedule.
Inform the seller to deliver the
product as per new schedule.
Medical Equipment supplier’s Database
Customer continues with the
order
No
Yes
Helpdesk inform the concerned
seller.
Helpdesk inform the concerned
seller.
Helpdesk to follow up with the seller for Delivery
of the Product
Helpdesk to follow up with the seller for Delivery
of the Product
Inform the customer regarding the Delivery details
in case of Delay, ask if he wants to continue with the
order.
Inform the customer regarding the Delivery details
in case of Delay, ask if he wants to continue with the
order.
StopStop
Portal should have facility to make online
payments by the clients.
Customer orders the
product
Yes
No
02/01/2008
Medical Equipment Supply Order Cancellation Process Flow
StartStart
Customer logs in to the Portal
Customer logs in to the Portal
Clicks on “My Account”Clicks on “My Account”
The customer logs off from the portalThe customer logs off from the portal
StopStop
07/01/2008
Gets a screen with all the order related info which
he can print
Gets a screen with all the order related info which
he can print
Clicks on the option “Cancel”
Clicks on the option “Cancel”
Gets a confirmation screen regarding cancellation
which he can print
Gets a confirmation screen regarding cancellation
which he can print
HD sends the information to the concerned seller
HD sends the information to the concerned seller
Portal should be ready with the advertiser information on the Beach Tour Packages customer is interested in.
Integrate Portal to advertiser database.
Beach Tour Operators Process Flow
StartStart
Customer browses the portal for the
beach Tour Packages
Customer browses the portal for the
beach Tour Packages
Customer calls HD for further
information
Customer calls HD for further
information
Customer makes online payment
Customer makes online payment
Helpdesk provides the information on
package info, T&C, Discounts and Offers
Helpdesk provides the information on
package info, T&C, Discounts and Offers
Inform the Tour Operator to cancel
the order
Inform the Tour Operator to cancel
the order
Inform the Tour Operator
regarding the same
Inform the Tour Operator
regarding the same
Beach Tour Operator’s Database
Customer continues with the
order
No
Yes
Helpdesk inform the concerned Tour Operator.
Helpdesk inform the concerned Tour Operator.
Helpdesk to follow up with the Tour Operator for
Delivery of related Docs
Helpdesk to follow up with the Tour Operator for
Delivery of related Docs
Inform the customer regarding the change in T&C and inclusions if any, ask if
he wants to continue with the order.
Inform the customer regarding the change in T&C and inclusions if any, ask if
he wants to continue with the order.
StopStop
Portal should have facility to make online
payments by the clients.
Customer orders the package
online
No Customer orders the package
YesYes
No
02/01/2008
Concierge Process Flow
StartStart
Customer logs in to the Portal
Customer logs in to the Portal
Selects the destination of concierge services
Selects the destination of concierge services
Customer makes the online payment
Customer makes the online payment
StopStop
07/01/2008
Customer fills the required form
Customer fills the required form
HD receives the request and searches for the
services required
HD receives the request and searches for the
services required
HD informs the customer about the concierge service
provider
HD informs the customer about the concierge service
provider
Customer selects the service provider
Customer selects the service provider
Concierge Service
providers’ Database
Service provider provides the
required services to the customer
Service provider provides the
required services to the customer
Portal should be ready with the advertiser information on the corporate travel Packages customer is interested in.
Integrate Portal to advertiser database.
Corporate Travel Process Flow
StartStart
Customer browses the portal for the corporate travel
Packages
Customer browses the portal for the corporate travel
Packages
Customer calls HD for further
information
Customer calls HD for further
information
Customer makes online payment
Customer makes online payment
Helpdesk sends the requested brochure to
the customer
Helpdesk sends the requested brochure to
the customer
Corporate Travel
Operator’s Database
Helpdesk inform the concerned
Operator.
Helpdesk inform the concerned
Operator.
Upon receiving the confirmation from the operator, HD sends confirmation to the
customer
Upon receiving the confirmation from the operator, HD sends confirmation to the
customer
StopStop
Portal should have facility to make online
payments by the clients.
Customer orders the package
Yes
No
02/01/2008
Portal should be ready with the advertiser information on the cruise Packages customer is interested in.
Integrate Portal to advertiser database.
Cruises Booking Process Flow
StartStart
Customer browses the portal for the
cruise booking and submits request
Customer browses the portal for the
cruise booking and submits request
HD receives the request and scans
the providers
HD receives the request and scans
the providers
Customer fills the form and makes online payment
Customer fills the form and makes online payment
Helpdesk sends the information on different cruise
operators
Helpdesk sends the information on different cruise
operators
Cruise Operator’s Database
Helpdesk inform the concerned
Operator.
Helpdesk inform the concerned
Operator.
Upon receiving the confirmation from the operator, HD sends confirmation to the
customer
Upon receiving the confirmation from the operator, HD sends confirmation to the
customer
StopStop
Portal should have facility to make online
payments by the clients.
Customer orders the package
Yes
No
02/01/2008
Portal should be ready with the advertiser information on the different Packages customer is interested in.
Integrate Portal to advertiser database.
Cultural, Pilgrimage, and Spiritual Travel Process Flow
StartStart
Customer browses the portal for the
required booking and submits request
Customer browses the portal for the
required booking and submits request
HD receives the request and scans
the providers
HD receives the request and scans
the providers
Customer fills the form and makes online payment
Customer fills the form and makes online payment
Helpdesk sends the information on
different tour operators
Helpdesk sends the information on
different tour operators
Cultural, Pilgrimage,
religious tour Operator’s Database
Helpdesk inform the concerned
Operator.
Helpdesk inform the concerned
Operator.
Upon receiving the confirmation from the operator, HD sends confirmation to the
customer
Upon receiving the confirmation from the operator, HD sends confirmation to the
customer
StopStop
Portal should have facility to make online
payments by the clients.
Customer orders the package
Yes
No
02/01/2008
Portal should be ready with the advertiser information on the different Packages customer is interested in.
Integrate Portal to advertiser database.
Education Tour Process Flow
StartStart
Customer browses the portal for the
required booking and submits request
Customer browses the portal for the
required booking and submits request
HD receives the request and scans
the providers
HD receives the request and scans
the providers
Customer fills the form and makes online payment
Customer fills the form and makes online payment
Helpdesk sends the information on
different tour operators
Helpdesk sends the information on
different tour operators
Education tour
Operator’s Database
Helpdesk inform the concerned
Operator.
Helpdesk inform the concerned
Operator.
Upon receiving the confirmation from the operator, HD sends confirmation to the
customer
Upon receiving the confirmation from the operator, HD sends confirmation to the
customer
StopStop
Portal should have facility to make online
payments by the clients.
Customer orders the package
Yes
No
02/01/2008
Portal should be ready with the advertiser information on the different Packages customer is interested in.
Integrate Portal to advertiser database.
Emergency Travel Services Process Flow
StartStart
Customer goes to the emergency travel tab
on the portal
Customer goes to the emergency travel tab
on the portal
HD receives the request and scans
the providers
HD receives the request and scans
the providers
Customer directly gets in touch with
tour operation
Customer directly gets in touch with
tour operation
Helpdesk sends the information on different tour operators providing
such services
Helpdesk sends the information on different tour operators providing
such services
Emergency Travel
Operator’s Database
StopStop
02/01/2008
Portal should be ready with the advertiser information on the different hotels customer is interested in.
Integrate Portal to advertiser database.
Hotel / Lodging Reservation Process Flow
StartStart
Customer searches the portal for the
available Hotel List and sends a request
Customer searches the portal for the
available Hotel List and sends a request
HD receives the request and scans
the providers
HD receives the request and scans
the providers
Customer fills the form and makes online payment
Customer fills the form and makes online payment
Helpdesk sends the information on different hotels
Helpdesk sends the information on different hotels
Hotel Database
Helpdesk inform the concerned
hotel.
Helpdesk inform the concerned
hotel.
Upon receiving the confirmation from the
hotel, HD sends confirmation to the
customer
Upon receiving the confirmation from the
hotel, HD sends confirmation to the
customer
StopStop
Portal should have facility to make online
payments by the clients.
Customer selects a
hotel
Yes
No
02/01/2008
Portal should be ready with the advertiser information on the different Packages customer is interested in.
Integrate Portal to advertiser database.
Outdoor Recreation Services Process Flow
StartStart
Customer goes to the “Outdoor Recreation”
tab on the portal
Customer goes to the “Outdoor Recreation”
tab on the portal
HD receives the request and scans
the providers
HD receives the request and scans
the providers
Customer directly gets in touch with service provider
Customer directly gets in touch with service provider
Helpdesk sends the information on different
operators providing such services
Helpdesk sends the information on different
operators providing such services
Outdoor recreation providers Database
StopStop
02/01/2008
Portal should be ready with the advertiser information on the different operators customer is interested in.
Integrate Portal to advertiser database.
Rail Tour Process Flow
StartStart
Customer submits his and destination details in the portal
Customer submits his and destination details in the portal
Customer gets the details about availability
Customer gets the details about availability
Customer receives the e-ticket for travel
Customer receives the e-ticket for travel
Customer makes the payment online
Customer makes the payment online
Rail Tour Operators Database
StopStop
02/01/2008
Booking is
available
Booking is
available
Yes
No
Portal should be ready with the advertiser information on the different Packages customer is interested in.
Integrate Portal to advertiser database.
Travel Event Management Process Flow
StartStart
Customer visits the portal
Customer visits the portal
Customer books his hotel reservation and ask for event
management
Customer books his hotel reservation and ask for event
management
Sends acknowledgement
through email
Sends acknowledgement
through email
HD receives the request through mail or over the
phone
HD receives the request through mail or over the
phone
Travel event management
providers Database
StopStop
02/01/2008
HD contacts the service provider
HD contacts the service provider
Portal should be ready with the advertiser information on the different products customer is interested in.
Integrate Portal to advertiser database.
Travel Insurance Process Flow
StartStart
Customer visits the portal and sends request for travel
insurance
Customer visits the portal and sends request for travel
insurance
HD receives the request and send
an online quote with all the information
HD receives the request and send
an online quote with all the information
Customer can print the policy
online
Customer can print the policy
online
Customer makes the payment online
Customer makes the payment online
Travel Insurers
Database
StopStop
02/01/2008
Customer selects
the insuranc
e
Customer selects
the insuranc
e
Yes
No
Portal should be ready with the advertiser information on the Packages customer is interested in.
Integrate Portal to advertiser database.
Wildlife Sanctuary Booking Process Flow
StartStart
Customer browses the portal for the wildlife sanctuary
booking and submits request
Customer browses the portal for the wildlife sanctuary
booking and submits request
HD receives the request and scans
the providers
HD receives the request and scans
the providers
Customer fills the form and makes online payment
Customer fills the form and makes online payment
Helpdesk sends the information on
different operators
Helpdesk sends the information on
different operators
Wildlife tour operators Database
Helpdesk inform the concerned
Operator.
Helpdesk inform the concerned
Operator.
Upon receiving the confirmation from the operator, HD sends confirmation to the
customer
Upon receiving the confirmation from the operator, HD sends confirmation to the
customer
StopStop
Portal should have facility to make online
payments by the clients.
Customer orders the package
Yes
No
02/01/2008
Portal should be ready with the advertiser information on the Tour Packages customer is interested in.
Integrate Portal to advertiser database.Inbound and Outbound calling infrastructure has to be in place
Tour Operators Process Flow
StartStart
Customer browses the portal for the Tour Packages
Customer browses the portal for the Tour Packages
Customer calls HD for further
information
Customer calls HD for further
information
Customer makes online payment
Customer makes online payment
Helpdesk provides the information on
package info, T&C, Discounts and Offers
Helpdesk provides the information on
package info, T&C, Discounts and Offers
Inform the Tour Operator to cancel
the order
Inform the Tour Operator to cancel
the order
Inform the Tour Operator
regarding the same
Inform the Tour Operator
regarding the same
Tour Operator’s Database
Customer continues with the
order
No
Yes
Helpdesk inform the concerned Tour Operator.
Helpdesk inform the concerned Tour Operator.
Helpdesk to follow up with the Tour Operator for
Delivery of related Docs
Helpdesk to follow up with the Tour Operator for
Delivery of related Docs
Inform the customer regarding the change in T&C and inclusions if any, ask if
he wants to continue with the order.
Inform the customer regarding the change in T&C and inclusions if any, ask if
he wants to continue with the order.
StopStop
Portal should have facility to make online
payments by the clients.
Customer orders the package
online
No Customer orders the package
YesYes
No
02/01/2008
Air travel Process Flow
Portal should be ready with the advertiser information on the Air Tickets customer is interested in.
Integrate Portal to advertiser database.Inbound and Outbound calling infrastructure has to be in place
StartStart
Customer browses the portal for the
Air Tickets
Customer browses the portal for the
Air Tickets
Customer calls HD for further information
Customer calls HD for further information
Customer makes online payment
Customer makes online payment
Helpdesk provides the information on Flight info, T&C, Discounts
and Offers
Helpdesk provides the information on Flight info, T&C, Discounts
and Offers
Inform the Ticketing Agent to cancel the order
Inform the Ticketing Agent to cancel the order
Inform the Ticketing Agent regarding the
same
Inform the Ticketing Agent regarding the
same
Air Ticketing Agent’s
Database
Customer continues with the
order
No
Yes
Helpdesk inform the concerned
Ticketing Agent
Helpdesk inform the concerned
Ticketing Agent
Helpdesk to follow up with the Ticketing Agent for Delivery of
Tickets
Helpdesk to follow up with the Ticketing Agent for Delivery of
Tickets
Inform the customer regarding the change in T&C and Flight Info if any, ask if
he wants to continue with the order.
Inform the customer regarding the change in T&C and Flight Info if any, ask if
he wants to continue with the order.
StopStop
Portal should have facility to make online
payments by the clients.
Customer orders the
Tickets online
No Customer orders the
Tickets
YesYes
No
02/01/2008
Vehicle Renting Agent’s
Database
Vehicle* Rental Process Flow
Portal should be ready with the advertiser information on the type of vehicles customer is interested in.
Integrate Portal to advertiser database.Inbound and Outbound calling infrastructure has to be in place
StartStart
Customer browses the portal for the Vehicle he wants
to rent
Customer browses the portal for the Vehicle he wants
to rent
Customer calls HD for further information
Customer calls HD for further information
Customer makes online payment
Customer makes online payment
Helpdesk provides the information on Vehicle Info, T&C, Discounts
and Offers
Helpdesk provides the information on Vehicle Info, T&C, Discounts
and Offers
Helpdesk inform the concerned Rental Agent
Helpdesk inform the concerned Rental Agent
Helpdesk to inform the customer regarding
Vehicle Number, Driver’s contact info, etc
Helpdesk to inform the customer regarding
Vehicle Number, Driver’s contact info, etc
StopStop
Portal should have facility to make online
payments by the clients.
Customer schedules
Rental online
No Customer schedules the Vehicle
YesYes
No
02/01/2008
* Car Rentals and Bus Rentals
Portal should be ready with the advertiser information on the zones customer is interested in.Integrate Portal email
server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Real Estate* Buying Process Flow
StartStart
Customer requests for Buying a
property
Customer requests for Buying a
property
Requests received by call or email
Requests received by call or email
Customer makes the initial down payment to the
vendor
Customer makes the initial down payment to the
vendor
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed property
Details
HD follows up for short listed property
Details
Send the list of available properties
Send the list of available properties
Schedule a SITE visit for the customer
Schedule a SITE visit for the customer
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Tenant makes final payment as
agreed.
Tenant makes final payment as
agreed.
Contact the short Listed Real-estate
vendor
Contact the short Listed Real-estate
vendor
Real-Estate Advertiser's Database
Customer Selects the
property
No Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects property
No
Yes
Customer Informs the Helpdesk
Customer Informs the Helpdesk
Helpdesk to follow up with the vendor for Legal
Docs
Helpdesk to follow up with the vendor for Legal
Docs
Courier Legal Docs to customer
for sign-off
Courier Legal Docs to customer
for sign-off
Obtain sign-off from the
customer and courier it back to
vendor
Obtain sign-off from the
customer and courier it back to
vendor
StopStop
Customer will own all the payment procedures including Loans etc.
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
31/12/2007
* Apartments, Commercial and Residential Property, Land, Agricultural Land
Portal should be ready with the advertiser information on the zones customer is interested in.Integrate Portal email
server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Real Estate* Selling Process Flow
StartStart
Customer requests for selling a
property
Customer requests for selling a
property
Requests received by call or email
Requests received by call or email
Buyer makes the initial down payment
Buyer makes the initial down payment
Helpdesk reviews the
request
Helpdesk reviews the
request
Customer posts an Advertisement on
the portal
Customer posts an Advertisement on
the portal
Send the list of available buyers to
the customer
Send the list of available buyers to
the customer
Schedule a SITE visit for the buyer
Schedule a SITE visit for the buyer
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Buyer makes final payment as
agreed.
Buyer makes final payment as
agreed.
Contact the short Listed Prospective
buyers
Contact the short Listed Prospective
buyers
Real-Estate Advertiser's Database
Customer Selects the Prospective
buyer
No Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects buyer
No
Yes
Customer Informs the Helpdesk
Customer Informs the Helpdesk
Helpdesk to follow up with the
customer for Legal Docs
Helpdesk to follow up with the
customer for Legal Docs
Courier Legal Docs to buyer for
sign-off
Courier Legal Docs to buyer for
sign-off
Obtain sign-off from the buyer and courier it
back to customer
Obtain sign-off from the buyer and courier it
back to customer
StopStop
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
Customer will own all the payment procedures including Loans etc.
31/12/2007
* Apartments, Commercial and Residential Property, Land, Agricultural Land
Placing an Advt. Process Flow 03/01/2008
The Portal should have a form linked which the customer can fill to place Ads.
StartStart
Customer goes to the website
Customer goes to the website
Clicks on the Link “Place
Ads””
Clicks on the Link “Place
Ads””
The advertisement placed is approved
by the Portal webmaster
The advertisement placed is approved
by the Portal webmaster
Fills up the form with the details and contact info
Fills up the form with the details and contact info
The details are saved in the database.
The details are saved in the database.
Advertiser’s Database
The Advertisement is displayed on the Portal
within appropriate category
The Advertisement is displayed on the Portal
within appropriate category
StopStop
Webmaster approves
the Ad
The Advertisement is deleted from the database
The Advertisement is deleted from the database
Yes
No
Response To Advt. Process Flow 03/01/2008
Integrate Portal email server with the CRM
StartStart
Customer browses the advts on the
Portal
Customer browses the advts on the
Portal
Clicks on the Link “Contact Advertiser””
Clicks on the Link “Contact Advertiser””
Calls back the customer for his
requirements
Calls back the customer for his
requirements
The email is send to the Helpdesk
The email is send to the Helpdesk
Helpdesk reviews the response
Helpdesk reviews the response
Advertiser’s Database
HD forwards the response of the customer to the
advertiser
HD forwards the response of the customer to the
advertiser
StopStop
Customer meets the
requirement of the
advertiser
Don’t send a response to the advertiser
Don’t send a response to the advertiser
Yes
No
Portal should have customer’s contact information. Outbound India calling should also be enabled.
Portal should be ready with the advertiser information on the zones customer is interested in.Integrate Portal email
server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Letting Out (Property Rentals) Process Flow
StartStart
Customer requests for Letting out a
property
Customer requests for Letting out a
property
Requests received by call or email
Requests received by call or email
Tenant makes the initial down
payment
Tenant makes the initial down
payment
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed Tenants
Details
HD follows up for short listed Tenants
Details
Send the list of available
Prospective Tenants to the cu
Send the list of available
Prospective Tenants to the cu
Schedule a SITE visit for the
Tenant
Schedule a SITE visit for the
Tenant
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Tenant makes final payment as
agreed.
Tenant makes final payment as
agreed.
Contact the short Listed Prospective
Tenant
Contact the short Listed Prospective
Tenant
Real-Estate Advertiser's Database
Customer Selects the Prospective
Tenant
No Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects Tenant
No
Yes
Customer Informs the Helpdesk
Customer Informs the Helpdesk
Helpdesk to follow up with the
customer for Legal Docs
Helpdesk to follow up with the
customer for Legal Docs
Courier Legal Docs to Tenant
for sign-off
Courier Legal Docs to Tenant
for sign-off
Obtain sign-off from the tenant and courier it
back to customer
Obtain sign-off from the tenant and courier it
back to customer
StopStop
Portal should have facility to make online payments by the clients.
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
02/01/2008
Portal should be ready with the advertiser information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Rent (Property Rentals) Process Flow
StartStart
Customer requests for Renting a
property
Customer requests for Renting a
property
Requests received by call or email
Requests received by call or email
Tenant makes the initial down
payment
Tenant makes the initial down
payment
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed Property
Details
HD follows up for short listed Property
Details
Send the list of available Rental Properties to the
customer
Send the list of available Rental Properties to the
customer
Schedule a SITE visit for the customer
Schedule a SITE visit for the customer
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Tenant makes final payment as
agreed.
Tenant makes final payment as
agreed.
Contact the short Listed Advertiser
Contact the short Listed Advertiser
Real-Estate Advertiser's Database
Customer Selects the
Rental Property
No Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects Tenant
No
Yes
Customer Informs the Helpdesk
Customer Informs the Helpdesk
Helpdesk to follow up with the
customer for Legal Docs
Helpdesk to follow up with the
customer for Legal Docs
Courier Legal Docs to Tenant
for sign-off
Courier Legal Docs to Tenant
for sign-off
Obtain sign-off from the tenant and courier it
back to customer
Obtain sign-off from the tenant and courier it
back to customer
StopStop
Portal should have facility to make online payments by the clients.
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
02/01/2008
Portal should be ready with the Investment service provider’s information on the zones customer is interested in.
Industrial Investment Services Process Flow
StartStart
Customer browse for industries to
invest
Customer browse for industries to
invest
Customer makes the payment to the company
Customer makes the payment to the company
Send the list of available industries
for investment to the customer
Send the list of available industries
for investment to the customer
Schedule a meeting with the customer and the
executive
Schedule a meeting with the customer and the
executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed service
providers
Contact the short Listed service
providers
Investment service providers Database
Customer Selects the
industry
No
Yes
Portal should have Investment service provider’s contact information. Outbound India calling should also be enabled.
Customer selects the
industry Investment
plan
No
Yes
Helpdesk to follow up with the company for the
documents
Helpdesk to follow up with the company for the
documents
StopStop
Portal should be ready with the advertiser information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Letting Out Land (Property Lease) Process Flow
StartStart
Customer requests for Letting out a
land property
Customer requests for Letting out a
land property
Requests received by call
or email
Requests received by call
or email
Tenant makes the initial down
payment
Tenant makes the initial down
payment
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed Tenants
Details
HD follows up for short listed Tenants
Details
Send the list of available
Prospective Tenants to the customer
Send the list of available
Prospective Tenants to the customer
Schedule a SITE visit for the
Tenant
Schedule a SITE visit for the
Tenant
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Tenant makes final payment as
agreed.
Tenant makes final payment as
agreed.
Contact the short Listed Prospective
Tenant
Contact the short Listed Prospective
Tenant
Real-Estate Advertiser's Database
Customer Selects the Prospective
Tenant
No
Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects Tenant
No
Yes
Customer Informs the Helpdesk
Customer Informs the Helpdesk
Helpdesk to follow up with the
customer for Legal Docs
Helpdesk to follow up with the
customer for Legal Docs
Courier Legal Docs to Tenant
for sign-off
Courier Legal Docs to Tenant
for sign-off
Obtain sign-off from the tenant and courier it
back to customer
Obtain sign-off from the tenant and courier it
back to customer
StopStop
Portal should have facility to make online payments by the clients.
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
Portal should be ready with the advertiser information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Letting Out Commercial (Property Lease) Process Flow
StartStart
Customer requests for Letting out a
Commercial property
Customer requests for Letting out a
Commercial property
Requests received by call or email
Requests received by call or email
Tenant makes the initial down
payment
Tenant makes the initial down
payment
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed Tenants
Details
HD follows up for short listed Tenants
Details
Send the list of available
Prospective Tenants to the customer
Send the list of available
Prospective Tenants to the customer
Schedule a SITE visit for the
Tenant
Schedule a SITE visit for the
Tenant
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Tenant makes final payment as
agreed.
Tenant makes final payment as
agreed.
Contact the short Listed Prospective
Tenant
Contact the short Listed Prospective
Tenant
Real-Estate Advertiser's Database
Customer Selects the Prospective
Tenant
No
Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects Tenant
No
Yes
Customer Informs the Helpdesk
Customer Informs the Helpdesk
Helpdesk to follow up with the
customer for Legal Docs
Helpdesk to follow up with the
customer for Legal Docs
Courier Legal Docs to Tenant
for sign-off
Courier Legal Docs to Tenant
for sign-off
Obtain sign-off from the tenant and courier it
back to customer
Obtain sign-off from the tenant and courier it
back to customer
StopStop
Portal should have facility to make online payments by the clients.
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
Portal should be ready with the advertiser information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Letting Out Agricultural (Property Lease) Process Flow
StartStart
Customer requests for Letting out a agricultural land
Customer requests for Letting out a agricultural land
Requests received by call or email
Requests received by call or email
Tenant makes the initial down
payment
Tenant makes the initial down
payment
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed Tenants
Details
HD follows up for short listed Tenants
Details
Send the list of available
Prospective Tenants to the customer
Send the list of available
Prospective Tenants to the customer
Schedule a SITE visit for the
Tenant
Schedule a SITE visit for the
Tenant
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Tenant makes final payment as
agreed.
Tenant makes final payment as
agreed.
Contact the short Listed Prospective
Tenant
Contact the short Listed Prospective
Tenant
Real-Estate Advertiser's Database
Customer Selects the Prospective
Tenant
No
Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects Tenant
No
Yes
Customer Informs the Helpdesk
Customer Informs the Helpdesk
Helpdesk to follow up with the
customer for Legal Docs
Helpdesk to follow up with the
customer for Legal Docs
Courier Legal Docs to Tenant
for sign-off
Courier Legal Docs to Tenant
for sign-off
Obtain sign-off from the tenant and courier it
back to customer
Obtain sign-off from the tenant and courier it
back to customer
StopStop
Portal should have facility to make online payments by the clients.
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
Portal should be ready with the advertiser information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Apartment Rent (Owner’s Perspective) Process Flow
StartStart
Customer requests for renting apartment.
Customer requests for renting apartment.
Requests received by call or email
Requests received by call or email
Tenant makes the initial down
payment
Tenant makes the initial down
payment
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed
apartment Details
HD follows up for short listed
apartment Details
Send the list of available apartments
to the customer
Send the list of available apartments
to the customer
Schedule a SITE visit for the customer
Schedule a SITE visit for the customer
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Tenant makes final payment as
agreed.
Tenant makes final payment as
agreed.
Contact the short Listed Advertiser
Contact the short Listed Advertiser
Real-Estate Advertiser's Database
Customer Selects the apartment
No
Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects Tenant
No
Yes
Customer Informs the Helpdesk
Customer Informs the Helpdesk
Helpdesk to follow up with the
customer for Legal Docs
Helpdesk to follow up with the
customer for Legal Docs
Courier Legal Docs to Tenant
for sign-off
Courier Legal Docs to Tenant
for sign-off
Obtain sign-off from the tenant and courier it
back to customer
Obtain sign-off from the tenant and courier it
back to customer
StopStop
Portal should have facility to make online payments by the clients.
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
Portal should be ready with the advertiser information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Commercial Rent (Owner’s Perspective) Process Flow
StartStart
Customer requests for renting
commercial property.
Customer requests for renting
commercial property.
Requests received by call or email
Requests received by call or email
Tenant makes the initial down
payment
Tenant makes the initial down
payment
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed
commercial Details
HD follows up for short listed
commercial Details
Send the list of available commercial
to the customer
Send the list of available commercial
to the customer
Schedule a SITE visit for the customer
Schedule a SITE visit for the customer
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Tenant makes final payment as
agreed.
Tenant makes final payment as
agreed.
Contact the short Listed Advertiser
Contact the short Listed Advertiser
Real-Estate Advertiser's Database
Customer Selects the commercial
No
Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects Tenant
No
Yes
Customer Informs the Helpdesk
Customer Informs the Helpdesk
Helpdesk to follow up with the
customer for Legal Docs
Helpdesk to follow up with the
customer for Legal Docs
Courier Legal Docs to Tenant
for sign-off
Courier Legal Docs to Tenant
for sign-off
Obtain sign-off from the tenant and courier it
back to customer
Obtain sign-off from the tenant and courier it
back to customer
StopStop
Portal should have facility to make online payments by the clients.
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
Portal should be ready with the advertiser information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Residential Property on Rent (Owner’s Perspective) Process Flow
StartStart
Customer requests for renting residential property.
Customer requests for renting residential property.
Requests received by call or email
Requests received by call or email
Tenant makes the initial down
payment
Tenant makes the initial down
payment
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed
residential property Details
HD follows up for short listed
residential property Details
Send the list of available residential
property to the customer
Send the list of available residential
property to the customer
Schedule a SITE visit for the customer
Schedule a SITE visit for the customer
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Tenant makes final payment as
agreed.
Tenant makes final payment as
agreed.
Contact the short Listed Advertiser
Contact the short Listed Advertiser
Real-Estate Advertiser's Database
Customer Selects the residential property
No
Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects Tenant
No
Yes
Customer Informs the Helpdesk
Customer Informs the Helpdesk
Helpdesk to follow up with the
customer for Legal Docs
Helpdesk to follow up with the
customer for Legal Docs
Courier Legal Docs to Tenant
for sign-off
Courier Legal Docs to Tenant
for sign-off
Obtain sign-off from the tenant and courier it
back to customer
Obtain sign-off from the tenant and courier it
back to customer
StopStop
Portal should have facility to make online payments by the clients.
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
Portal should be ready with the advertiser information on the zones customer is interested in.
Apartment Rent (Tenant’s Perspective) Process Flow
StartStart
Customer browse for the apartment
on rent.
Customer browse for the apartment
on rent.
Send the list of available apartments
to the customer
Send the list of available apartments
to the customer
Schedule a SITE visit for the customer
Schedule a SITE visit for the customer
Tenant makes final payment as
agreed.
Tenant makes final payment as
agreed.
Contact the short Listed Advertiser
Contact the short Listed Advertiser
Real-Estate Advertiser's Database
Customer Selects the apartment
No Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects
apartment
No
Yes
StopStop
Portal should be ready with the advertiser information on the zones customer is interested in.
Residential Property Rent (Tenant’s Perspective) Process Flow
StartStart
Customer browse for the residential property on rent.
Customer browse for the residential property on rent.
Send the list of available residential
property to the customer
Send the list of available residential
property to the customer
Schedule a SITE visit for the customer
Schedule a SITE visit for the customer
Tenant makes final payment as
agreed.
Tenant makes final payment as
agreed.
Contact the short Listed Advertiser
Contact the short Listed Advertiser
Real-Estate Advertiser's Database
Customer Selects the residential property
No Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects
residential property
No
Yes
StopStop
Portal should be ready with the advertiser information on the zones customer is interested in.
Commercial Rent (Tenant’s Perspective) Process Flow
StartStart
Customer browse for the commercial
on rent.
Customer browse for the commercial
on rent.
Send the list of available commercial
property to the customer
Send the list of available commercial
property to the customer
Schedule a SITE visit for the customer
Schedule a SITE visit for the customer
Tenant makes final payment as
agreed.
Tenant makes final payment as
agreed.
Contact the short Listed Advertiser
Contact the short Listed Advertiser
Real-Estate Advertiser's Database
Customer Selects the commercial
property
Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects
property
No
Yes
StopStop
No
Portal should be ready with the advertiser information on the zones customer is interested in.
Corporate Housing Process Flow
StartStartCustomer browse for the corporate
house.
Customer browse for the corporate
house.
Send the list of available corporate
house to the customer
Send the list of available corporate
house to the customer
Schedule a SITE visit for the customer
Schedule a SITE visit for the customer
Tenant makes final payment as
agreed.
Tenant makes final payment as
agreed.
Contact the short Listed Advertiser
Contact the short Listed Advertiser
Real-Estate Advertiser's Database
Customer Selects the corporate
house
No Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects
corporate house
No
Yes
StopStop
Portal should be ready with the gardening vendor information.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Real Estate Gardening Process Flow
StartStart
Customer requests gardening for their
house
Customer requests gardening for their
house
Requests received by call or email
Requests received by call or email
The request is reviewed
The request is reviewed
HD follows up for short listed Vendors
HD follows up for short listed Vendors
Send the list of quotation received from the reputed
vendors
Send the list of quotation received from the reputed
vendors
Service provider monitors the gardening work and ensures that the vendor
maintains quality
Service provider monitors the gardening work and ensures that the vendor
maintains quality
Portal is searched based on customer
criteria
Portal is searched based on customer
criteria
Customer makes the payment
Customer makes the payment
Vendors Database
Customer Selects the
VendorNo
Yes
StopStop
Portal should be ready with the property information and auction rules.
Real Estate Auction Process Flow
StartStart
Customer requests for buying property
through bidding
Customer requests for buying property
through bidding
Settlement done backend with the
buyer
Settlement done backend with the
buyer
Send the list of available properties and number of bids
to the customer
Send the list of available properties and number of bids
to the customer
Owner evaluates the bids for the
property
Owner evaluates the bids for the
property
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Bids the propertyBids the property
Auction Database
Customer Selects the Property for
bidding
No Yes Highest bid of the
property
No
Yes
StopStop
Customer is notified about the
ongoing evaluating bids
Customer is notified about the
ongoing evaluating bids
Portal should be ready with the contacts of facility management providers.
Facility Management Process Flow
StartStart
Customer requests for facility services
provided by the portal
Customer requests for facility services
provided by the portal
Requests received on the portal
Requests received on the portal
Lists the available facility service
provider
Lists the available facility service
provider
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed facility mgt
vendor
Contact the short Listed facility mgt
vendor
Facility management
Database
Customer Selects the Prospective
service provider
NoYes
Service provider monitors the work and
ensures the vendor maintains the quality.
Service provider monitors the work and
ensures the vendor maintains the quality.
StopStop
Portal should be ready with the interior decorator information .
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Interior Designing Process Flow
StartStart
Customer requests for Interior decorator
Customer requests for Interior decorator
Requests received by call or email
Requests received by call or email
On approval customer makes
the payment
On approval customer makes
the payment
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed vendor
details
HD follows up for short listed vendor
details
List of vendors is displayed to the
customer
List of vendors is displayed to the
customer
Schedule a meeting with the Interior Decorator
Schedule a meeting with the Interior Decorator
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed Interior
decorator
Contact the short Listed Interior
decorator
Interior Decorator Database
Customer Selects the Prospective
Interior decorator
No Yes
Portal should have Interior Decorator contact information.
Service provider monitors the work
and ensure vendor maintains
the quality
Service provider monitors the work
and ensure vendor maintains
the quality
StopStop
Portal should be ready with the Legal Advisor information based on their specialization .Integrate Portal email
server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Legal Advisory Process Flow
StartStart
Customer requests for legal advisor
Customer requests for legal advisor
Requests received by call or email
Requests received by call or email
Legal Advisor reviews the documents and gives a
professional opinion
Legal Advisor reviews the documents and gives a
professional opinion
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed Bank
Details
HD follows up for short listed Bank
Details
Send the list of legal advisor to the
customer
Send the list of legal advisor to the
customer
Customer gives legal documents
for inspection
Customer gives legal documents
for inspection
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed legal Advisor and schedules a
meeting
Contact the short Listed legal Advisor and schedules a
meeting
Legal Advisor Database
Customer Selects the Prospective
Legal Advisor
No Yes
Portal should have Legal Advisor’s contact information. Outbound India calling should also be enabled.
Customer views the report
Customer views the report
StopStop
Portal should be ready with the Lender information.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Property Mortgage Process Flow
StartStart
Customer provides the details for
mortgage
Customer provides the details for
mortgage
Requests received by call or email
Requests received by call or email
On approval the property is mortgaged
On approval the property is mortgaged
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed Bank
Details
HD follows up for short listed Bank
Details
Send the list of available lenders to
the customer
Send the list of available lenders to
the customer
Schedule a meeting with the Lender for legal documentation
Schedule a meeting with the Lender for legal documentation
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed Lender
Contact the short Listed Lender
Lender Database
Customer Selects the Prospective
Lender
No Yes
Portal should have Lender’s contact information. Outbound India calling should also be enabled.
StopStop
Portal should be ready with the evaluator information.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Property Evaluation Process Flow
StartStart
Customer requests for property evaluation
Customer requests for property evaluation
Requests received by call or email
Requests received by call or email
Property evaluator then valuates the
property and sends the report to the
customer
Property evaluator then valuates the
property and sends the report to the
customer
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed Bank
Details
HD follows up for short listed Bank
Details
Send the list of available property evaluator to the
customer
Send the list of available property evaluator to the
customer
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Customer reviews the report
Customer reviews the report
Contact the short Listed evaluator
Contact the short Listed evaluator
Evaluator Database
Customer Selects the Prospective
property evaluator
No Yes
Portal should have property evaluator’s contact information. Outbound India calling should also be enabled.
StopStop
Portal should be ready with the Construction Monitoring information at various places.
Construction Monitoring Process Flow
StartStart
BrowseBrowse
Searches the portal based on
customer’s criteria
Searches the portal based on
customer’s criteria
Monitoring person monitors the progress of
construction, report on the building to customer and
estimates milestone chart.
Monitoring person monitors the progress of
construction, report on the building to customer and
estimates milestone chart.
Lists out the construction
monitoring person’s details in various
locations
Lists out the construction
monitoring person’s details in various
locations
Customer contacts the monitoring person and
background negotiates the charges
Customer contacts the monitoring person and
background negotiates the charges
Construction Monitoring Database
Customer Selects the Prospective
Bank
No Yes
StopStop
Mutation of Property Process Flow
StartStart
Customer provides the details for
change or transfer of property.
Customer provides the details for
change or transfer of property.
Request received on call or email.
Request received on call or email.
Help desk receives the request
Help desk receives the request
Mutation certificate will be
obtained
Mutation certificate will be
obtained
No Yes
StopStop
Sends the application to Municipal Corporation
Sends the application to Municipal Corporation
Municipal corporation will examine and
verify it
Yes
StartStart
Renovation Work Process Flow
Customer browses the portal for renovation
work services
Customer browses the portal for renovation
work services
Customer contacts the service provider
Customer contacts the service provider
Service provider will visit the customer and examines the
house for renovation of interiors and exteriors
Service provider will visit the customer and examines the
house for renovation of interiors and exteriors
Service provider provides payment details
Service provider provides payment details
If customer satisfies
with payment Details
If customer satisfies
with payment Details
No
StopStopService provider monitors the work
Service provider monitors the work
Yes
Portal should be ready with the accommodation information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Temporary Accommodation Process Flow
StartStart
Customer browses the portal for temporary accommodation and fills the registration
form
Customer browses the portal for temporary accommodation and fills the registration
form
Requests received by call or email
Requests received by call or email
Provides the accommodation according to the
request
Provides the accommodation according to the
request
Service provider
reviews the request
Service provider
reviews the request
Service Provider provides the
availability of rooms, price details etc.
Service Provider provides the
availability of rooms, price details etc.
Customer request for the room
according to his requirement
Customer request for the room
according to his requirement
Customer makes final payment as
agreed.
Customer makes final payment as
agreed.
Portal should have Customer contact information. Outbound India calling should also be enabled.
StopStop
Portal should have the
information about all the
rooms
Service provider checks
the availabili
ty
Service provider checks
the availabili
ty
Yes
Reports the customer about unavailability of
rooms
Reports the customer about unavailability of
rooms
If custom
er satisfie
s
If custom
er satisfie
s
No
No
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Packers and Movers Process Flow
StartStart
Customer browses portal for packers
and movers
Customer browses portal for packers
and movers
Service provider reviews the request
Service provider reviews the request
Customer shortlists
the packers
and movers
Customer shortlists
the packers
and movers
Yes
Customer request for service
Customer request for service
Search portal based on criteria
Search portal based on criteria
No
Service provider follows up with
customer
Service provider follows up with
customer
Service provider monitors the work
Service provider monitors the work StartStart
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Tenant Eviction Process Flow
StartStart
Customer browses portal for tenant
eviction
Customer browses portal for tenant
eviction
Service provider reviews the
request
Service provider reviews the
request
Service provider sends the notice to
tenants
Service provider sends the notice to
tenants
Service provider negotiate
the settlements
Service provider negotiate
the settlements
Tenants are put under rent control act and
recover the rent as per the law
Tenants are put under rent control act and
recover the rent as per the law
No
Yes
Tenant pays the rentTenant pays the rent StartStart
Portal should be ready with the advertiser information on the job location customer is interested in.Integrate Portal email
server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Providing Jobs Process Flow
StartStart
Customer updates his profile seeking
for a job
Customer updates his profile seeking
for a job
Requests received by call or email
Requests received by call or email
Provide the status of the
interview to the customer
Provide the status of the
interview to the customer
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed employer
Details
HD follows up for short listed employer
Details
Send the list of available
Prospective employers to the
customer
Send the list of available
Prospective employers to the
customer
Schedule a meeting/interview with Employer /
Consultant
Schedule a meeting/interview with Employer /
Consultant
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
The customer joins the
organization
The customer joins the
organization
Contact the short Listed employers
Contact the short Listed employers
Employer’s Database
Customer Selects the Prospective Employer
NoYes
Portal should have employer’s contact information. Outbound India calling should also be enabled.
Employer selects the candidate
No
Yes
Helpdesk to follow up with the employer for offer
letter
Helpdesk to follow up with the employer for offer
letter
Courier the offer letter to the customer
Courier the offer letter to the customer
Provide information to
customer about Joining Dates and Location
Provide information to
customer about Joining Dates and Location
StopStop
Customer accepts the
offer
No
Yes
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
02/01/2008
Portal should be ready with the advertiser information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Providing IT Jobs Process Flow
StartStart
Customer updates his profile seeking
for a job
Customer updates his profile seeking
for a job
Requests received by call or email
Requests received by call or email
Provide the status of the
interview to the customer
Provide the status of the
interview to the customer
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed employer
Details
HD follows up for short listed employer
Details
Send the list of available
Prospective employers to the
customer
Send the list of available
Prospective employers to the
customer
Schedule a meeting/interview with Employer /
Consultant
Schedule a meeting/interview with Employer /
Consultant
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
The customer joins the
organization
The customer joins the
organization
Contact the short Listed employers
Contact the short Listed employers
IT Employer’s Database
Customer Selects the Prospective Employer
No
Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Employer selects the candidate
No
Yes
Helpdesk to follow up with the employer for offer
letter
Helpdesk to follow up with the employer for offer
letter
Courier the offer letter to the customer
Courier the offer letter to the customer
Provide information to
customer about Joining Dates and Location
Provide information to
customer about Joining Dates and Location
StopStop
Customer accepts the
offer
No
Yes
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
02/01/2008
Jobs Providers Process Flow
StartStart
Employers provide list of various
positions vacant
Employers provide list of various
positions vacant
Portal generates a unique ID for their request
Portal generates a unique ID for their request
HD sends the list of available candidates etc
HD sends the list of available candidates etc
Employer’s Database
02/01/2008
StopStop
Career Counseling Process Flow
StartStart
Customer registers to the portal
providing necessary details
Customer registers to the portal
providing necessary details
Sends a request for counseling
Sends a request for counseling
HD receives the request and searches the
database
HD receives the request and searches the
database
Career Counselor’s Database
02/01/2008
StopStop
HD provides a list of institutes
providing counseling
HD provides a list of institutes
providing counseling
Customer contacts the
institute online or in person
Customer contacts the
institute online or in person
Placement Assistance Process Flow
StartStart
Customer registers to the portal
providing necessary details
Customer registers to the portal
providing necessary details
Sends a request for placement assistance
Sends a request for placement assistance
HD receives the request and searches the
database
HD receives the request and searches the
database
Placement Assistance providers’ Database
02/01/2008
StopStop
HD provides a list of institutes
providing placement assistance
HD provides a list of institutes
providing placement assistance
Customer contacts the
institute online or in person
Customer contacts the
institute online or in person
“Build Your Resume” Process Flow
StartStart
Customer registers to the portal
providing necessary details
Customer registers to the portal
providing necessary details
Sends a request for building his
resume
Sends a request for building his
resume
HD receives the request and searches the
database
HD receives the request and searches the
database
Resume Database
02/01/2008
StopStop
HD provides tips for building
an effective resume
HD provides tips for building
an effective resume
Customer builds his own
resume
Customer builds his own
resume
Resume Forwarding Process Flow
StartStart
Customer registers to the portal
providing necessary details
Customer registers to the portal
providing necessary details
Uploads the resume to the
portal
Uploads the resume to the
portal
HD forwards the resume to various job sites we are integrated with
HD forwards the resume to various job sites we are integrated with
Resume Database
02/01/2008
StopStop
Candidates receives alerts for jobs from
websites
Candidates receives alerts for jobs from
websites
Selects the one which suits him
Selects the one which suits him
Free Salary Reports for Jobseekers Process Flow
StartStart
Customer registers to the website
Customer registers to the website
Requests for a model
salary report
Requests for a model
salary report
HD searches the database as per the info provided
HD searches the database as per the info provided
Salary details Database
02/01/2008
StopStop
HD forwards a model salary report to the
customer
HD forwards a model salary report to the
customer
Free Personality Test Process Flow
StartStart
Customer registers to the website
Customer registers to the website
Clicks to take the
Personality Test
Clicks to take the
Personality Test
Portal generates a personality test for the customer. Customer
takes that online
Portal generates a personality test for the customer. Customer
takes that online
Personality Test Database
02/01/2008
StopStop
A detailed analysis of the test taken is
sent to the customers email
A detailed analysis of the test taken is
sent to the customers email
Portal should be ready with the advertiser information on the brands of computers customer is interested in.
Integrate Portal to computer sales advertiser database.Inbound and Outbound calling infrastructure has to be in place
Computer Sales Process Flow
StartStart
Customer browses the portal for the
computer he requires
Customer browses the portal for the
computer he requires
Customer calls HD for further
information
Customer calls HD for further
information
Customer makes online payment
Customer makes online payment
Helpdesk provides the information on Product
info, Discounts and Offers
Helpdesk provides the information on Product
info, Discounts and Offers
Inform the seller to cancel the order
Inform the seller to cancel the order
Inform the seller to deliver the
product as per new schedule.
Inform the seller to deliver the
product as per new schedule.
Computer Seller’s
Database
Customer continues with the
order
No
Yes
Helpdesk inform the concerned
seller.
Helpdesk inform the concerned
seller.
Helpdesk to follow up with the seller for Delivery
of the Product
Helpdesk to follow up with the seller for Delivery
of the Product
Inform the customer regarding the Delivery details
in case of Delay, ask if he wants to continue with the
order.
Inform the customer regarding the Delivery details
in case of Delay, ask if he wants to continue with the
order.
StopStop
Portal should have facility to make online
payments by the clients.
Customer orders the computer
online
No Customer orders the computer
YesYes
No
02/01/2008
Computer Software and Accessories
Database
Portal should be ready with the advertiser information on the software and accessories customer is interested in.
Integrate Portal to advertiser database.Inbound and Outbound calling infrastructure has to be in place
Computer Software and Accessories Process Flow
StartStart
Customer browses the portal for the
product he requires
Customer browses the portal for the
product he requires
Customer calls HD for further
information
Customer calls HD for further
information
Customer makes online payment
Customer makes online payment
Helpdesk provides the information on Product
info, Discounts and Offers
Helpdesk provides the information on Product
info, Discounts and Offers
Inform the seller to cancel the order
Inform the seller to cancel the order
Inform the seller to deliver the
product as per new schedule.
Inform the seller to deliver the
product as per new schedule.
Customer continues with the
order
No
Yes
Helpdesk informs the concerned
seller.
Helpdesk informs the concerned
seller.
Helpdesk to follow up with the seller for Delivery
of the Product
Helpdesk to follow up with the seller for Delivery
of the Product
Inform the customer regarding the Delivery details
in case of Delay, ask if he wants to continue with the
order.
Inform the customer regarding the Delivery details
in case of Delay, ask if he wants to continue with the
order.
StopStop
Portal should have facility to make online
payments by the clients.
Customer orders the
product online
No Customer orders the
product
YesYes
No
02/01/2008
Portal should be ready with the advertiser information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Computer Service Process Flow
StartStart
Customer requests for Servicing of his
computer
Customer requests for Servicing of his
computer
Requests received by call or email
Requests received by call or email
Provide information about the Status of the Service Request
Provide information about the Status of the Service Request
Helpdesk reviews the
request
Helpdesk reviews the
request
Contact the Service Provider nearest to customer’s Location
Contact the Service Provider nearest to customer’s Location
Schedule for pickup of the
computer from customer’s Location
Schedule for pickup of the
computer from customer’s Location
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Customer makes final payment as
agreed.
Customer makes final payment as
agreed.
Schedule for the service with the service provider
Schedule for the service with the service provider
Computer Service Provider’s Database
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Deliver the Computer to the
customer’s location.
Deliver the Computer to the
customer’s location.
StopStop
Portal should have facility to make online payments by the clients.
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
02/01/2008
Portal should be ready with the advertiser information on the brands of mobiles customer is interested in.
Integrate Portal to advertiser database.Inbound and Outbound calling infrastructure has to be in place
Mobile Sales Process Flow
StartStart
Customer browses the portal for the
mobile he requires
Customer browses the portal for the
mobile he requires
Customer calls HD for further
information
Customer calls HD for further
information
Customer makes online payment
Customer makes online payment
Helpdesk provides the information on Product
info, Discounts and Offers
Helpdesk provides the information on Product
info, Discounts and Offers
Inform the seller to cancel the order
Inform the seller to cancel the order
Inform the seller to deliver the
product as per new schedule.
Inform the seller to deliver the
product as per new schedule.
Mobile Seller’s Database
Customer continues with the
order
No
Yes
Helpdesk inform the concerned
seller.
Helpdesk inform the concerned
seller.
Helpdesk to follow up with the seller for Delivery
of the Product
Helpdesk to follow up with the seller for Delivery
of the Product
Inform the customer regarding the Delivery details
in case of Delay, ask if he wants to continue with the
order.
Inform the customer regarding the Delivery details
in case of Delay, ask if he wants to continue with the
order.
StopStop
Portal should have facility to make online
payments by the clients.
Customer orders the
product online
No Customer orders the
product
YesYes
No
02/01/2008
Portal should be ready with the advertiser information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Mobile Service Process Flow
StartStart
Customer requests for Servicing of his
mobile
Customer requests for Servicing of his
mobile
Requests received by call or email
Requests received by call or email
Provide information about the Status of the Service Request
Provide information about the Status of the Service Request
Helpdesk reviews the
request
Helpdesk reviews the
request
Contact the Service Provider nearest to customer’s Location
Contact the Service Provider nearest to customer’s Location
Schedule for pickup of the Mobile from customer’s Location
Schedule for pickup of the Mobile from customer’s Location
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Customer makes final payment as
agreed.
Customer makes final payment as
agreed.
Schedule for the service with the service provider
Schedule for the service with the service provider
Mobile Service Provider’s Database
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Deliver the Mobile to the customer’s
location.
Deliver the Mobile to the customer’s
location.
StopStop
Portal should have facility to make online payments by the clients.
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
02/01/2008
Portal should be ready with the Bank’s information on type of loans customer is interested in.Integrate Portal email
server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Loan Process Flow
StartStart
Customer requests for a loan
Customer requests for a loan
Requests received by call or email
Requests received by call or email
Provide the status of the
application to the customer
Provide the status of the
application to the customer
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed Bank
Details
HD follows up for short listed Bank
Details
Send the list of available loan
providers (Banks) to the customer
Send the list of available loan
providers (Banks) to the customer
Schedule a meeting with the customer and the Bank executive
Schedule a meeting with the customer and the Bank executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Facilitate payment to the
customer
Facilitate payment to the
customer
Contact the short Listed Banks
Contact the short Listed Banks
Bank’s Database
Customer Selects the Prospective
Bank
No Yes
Portal should have Bank’s contact information. Outbound India calling should also be enabled.
Customer selects the
Bank
No
Yes Helpdesk to follow up with the Bank for the loan
documents
Helpdesk to follow up with the Bank for the loan
documents
Courier the loan documents to the
customer
Courier the loan documents to the
customer
Get the signed off docs from the customer and send it to the
bank
Get the signed off docs from the customer and send it to the
bank
StopStop
Bank approves the loan
No
Yes
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
02/01/2008
Portal should be ready with the Insurance provider’s information on the type of Insurance customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Insurance Process Flow
StartStart
Customer requests for an Insurance
product
Customer requests for an Insurance
product
Requests received by call or email
Requests received by call or email
Customer makes the payment to the insurance
company
Customer makes the payment to the insurance
company
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed
Insurance product Details
HD follows up for short listed
Insurance product Details
Send the list of available Insurance
products to the customer
Send the list of available Insurance
products to the customer
Schedule a meeting with the customer and the
Insurance executive
Schedule a meeting with the customer and the
Insurance executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed Insurance
providers
Contact the short Listed Insurance
providers
Insurance providers Database
Customer Selects the Insurance product
No Yes
Portal should have Insurance company’s contact information. Outbound India calling should also be enabled.
Customer selects the Insurance
plan
No
Yes
Helpdesk to follow up with the
insurance company for the
documents
Helpdesk to follow up with the
insurance company for the
documents
StopStop
02/01/2008
Portal should be ready with the Investment service provider’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Investment Services Process Flow
StartStart
Customer requests for an Investment
product
Customer requests for an Investment
product
Requests received by call or email
Requests received by call or email
Customer makes the payment to the investment
company
Customer makes the payment to the investment
company
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed
Investment service provider’s
Details
HD follows up for short listed
Investment service provider’s
Details
Send the list of available Investment service providers to
the customer
Send the list of available Investment service providers to
the customer
Schedule a meeting with the customer and the
executive
Schedule a meeting with the customer and the
executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed Investment service providers
Contact the short Listed Investment service providers
Investment service providers Database
Customer Selects the Investment
service provider
No Yes
Portal should have Investment service provider’s contact information. Outbound India calling should also be enabled.
Customer selects the Investment
plan
No
Yes
Helpdesk to follow up with the
Investment company for the
documents
Helpdesk to follow up with the
Investment company for the
documents
StopStop
02/01/2008
Portal should be ready with the Bank’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Venture Fund Process Flow
StartStart
Customer requests for fund
Customer requests for fund
Requests received by call or email
Requests received by call or email
Provide the status of the
application to the customer
Provide the status of the
application to the customer
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed Fund provider Details
HD follows up for short listed Fund provider Details
Send the list of available Fund
providers (organizations) to the
customer
Send the list of available Fund
providers (organizations) to the
customer
Schedule a meeting with the customer and the
organization executive
Schedule a meeting with the customer and the
organization executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Facilitate payment to the
customer
Facilitate payment to the
customer
Contact the short Listed Fund
providers
Contact the short Listed Fund
providers
Organizations'Database
Customer Selects the
Prospective Fund provider
No
Yes
Portal should have Bank’s contact information. Outbound India calling should also be enabled.
Customer selects the
fund provider
No
YesHelpdesk to
follow up with the organization for
the fund documents
Helpdesk to follow up with the organization for
the fund documents
Courier the fund documents to the
customer
Courier the fund documents to the
customer
Get the signed off docs from the customer and send it to the organization
Get the signed off docs from the customer and send it to the organization
StopStop
Organization approves the
fund
No
Yes
Tie-up is required with the courier service for logistic
support (pickup and drop of documents
Portal should be ready with the Investment service provider’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Legal Advisory Service Process Flow
StartStart
Customer requests for an legal
advisory Service
Customer requests for an legal
advisory Service
Requests received by call or email
Requests received by call or email
Customer makes the payment to
the Legal Advisory service
provider
Customer makes the payment to
the Legal Advisory service
provider
Helpdesk reviews the
request
Helpdesk reviews the
request
Send the list of available Legal
Advisory Service providers to the
customer
Send the list of available Legal
Advisory Service providers to the
customer
Seeks for advice by submitting the
request
Seeks for advice by submitting the
request
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Legal Advisory Service providers Database
Customer Selects the Legal
Advisory service provider
No Yes
Portal should have Investment service provider’s contact information. Outbound India calling should also be enabled.
Service Provider approves
the request?
No
Yes
Legal advisory service provider
facilitates the service to customer
Legal advisory service provider
facilitates the service to customer
StopStop
Portal should be ready with the Investment service provider’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Document Drafting Advisory Service Process Flow
StartStart
Customer requests for an Document Drafting
advisory Service
Customer requests for an Document Drafting
advisory Service
Requests received by call or email
Requests received by call or email
Customer makes the payment to the Document
Drafting Advisory service provider
Customer makes the payment to the Document
Drafting Advisory service provider
Helpdesk reviews the
request
Helpdesk reviews the
request
Send the list of available Document Drafting Advisory
Service providers to the customer
Send the list of available Document Drafting Advisory
Service providers to the customer
Seeks for advice by submitting the
request
Seeks for advice by submitting the
request
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Document Drafting Advisory Service providers Database
Customer Selects the
Advisory service provider
No Yes
Portal should have Investment service provider’s contact information. Outbound India calling should also be enabled.
Service Provider approves
the request?
No
Yes
Document Drafting advisory service
provider facilitates the service to
customer
Document Drafting advisory service
provider facilitates the service to
customer
StopStop
Portal should be ready with the Insurance provider’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
General Insurance Process Flow
StartStart
Customer fills the general insurance form and submits
it
Customer fills the general insurance form and submits
it
Requests received by call or email
Requests received by call or email
Customer makes the payment to the insurance
company
Customer makes the payment to the insurance
company
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed
Insurance product Details
HD follows up for short listed
Insurance product Details
Send the list of available Insurance products to the
customer
Send the list of available Insurance products to the
customer
Schedule a meeting with the customer and the Insurance executive
Schedule a meeting with the customer and the Insurance executive
Search the portal based on customer’s submitted
form
Search the portal based on customer’s submitted
form
Contact the short Listed Insurance
providers
Contact the short Listed Insurance
providers
Insurance providers Database
Customer Selects the Insurance product
No Yes
Portal should have Insurance company’s contact information. Outbound India calling should also be enabled.
Customer selects the Insurance
plan
No
YesHelpdesk to follow up
with the insurance company for the
documents
Helpdesk to follow up with the insurance company for the
documents
StopStop
Portal should be ready with the Insurance provider’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Life Insurance Process Flow
StartStart
Customer fills the Life insurance form and
submits it
Customer fills the Life insurance form and
submits it
Requests received by call or email
Requests received by call or email
Customer makes the payment to the
insurance company
Customer makes the payment to the
insurance company
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed
Insurance product Details
HD follows up for short listed
Insurance product Details
Send the list of available Insurance products to
the customer
Send the list of available Insurance products to
the customer
Schedule a meeting with the customer and the Insurance executive
Schedule a meeting with the customer and the Insurance executive
Search the portal based on customer’s submitted
form
Search the portal based on customer’s submitted
form
Contact the short Listed Insurance
providers
Contact the short Listed Insurance
providers
Insurance providers Database
Customer Selects the Insurance product
No Yes
Portal should have Insurance company’s contact information. Outbound India calling should also be enabled.
Customer selects the Insurance
plan
No
Yes Helpdesk to follow up with the insurance company for
the documents
Helpdesk to follow up with the insurance company for
the documents
StopStop
Portal should be ready with the mortgage provider’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Mortgage Process Flow
StartStart
Customer fills the Mortgage form and
submits it
Customer fills the Mortgage form and
submits it
Requests received by call
or email
Requests received by call
or email
Customer gives the property/home document to
the Mortgage company
Customer gives the property/home document to
the Mortgage company
Helpdesk reviews the request
Helpdesk reviews the request
HD follows up for short listed mortgage
product Details
HD follows up for short listed mortgage
product Details
Send the list of available mortgage products to the
customer
Send the list of available mortgage products to the
customer
Schedule a meeting with the customer and the Mortgage executive
Schedule a meeting with the customer and the Mortgage executive
Search the portal based on customer’s submitted
form
Search the portal based on customer’s submitted
form
Contact the short Listed Mortgage
providers
Contact the short Listed Mortgage
providers
Mortgage providers Database
Customer Selects the
type of mortgage
No Yes
Portal should have mortgage company’s contact information. Outbound India calling should also be enabled.
Customer selects the Mortgage
plan
No
Yes
StopStop
Company gives the sanctioned amount to
the customer
Company gives the sanctioned amount to
the customer
Company carries
out verification
of docs
Company carries
out verification
of docs
Valid
Company informs the customer about rejection
of documents.
Company informs the customer about rejection
of documents.
Invalid
Portal should be ready with the Banking service provider’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Personal Banking Process Flow
StartStart
Customer requests for Personal BankingCustomer requests
for Personal Banking
Requests received by call
or email
Requests received by call
or email
Helpdesk informs the customer
Helpdesk informs the customer
Helpdesk reviews the request
Helpdesk reviews the request
HD follows up for short listed bank’s
Details
HD follows up for short listed bank’s
Details
Send the list of available banks to
the customer
Send the list of available banks to
the customer
HD submits the documents and
application form to the bank
HD submits the documents and
application form to the bank
Search the portal based on
customer’s criteria
Search the portal based on
customer’s criteria
Follow up with the customer for filled
application form and documents
Follow up with the customer for filled
application form and documents
Bank Database
Customer Selects the
bank
No Yes
Portal should have Banks’ contact information. Outbound India calling should also be enabled.
Bank approves
application
No
Yes
StopStop
Welcome kit is send to the customer directly by the
bank
Welcome kit is send to the customer directly by the
bank
Portal should be ready with the Banking service provider’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
NRI Banking Process Flow
StartStart
Customer requests for NRI Banking
Customer requests for NRI Banking
Requests received by call
or email
Requests received by call
or email
Helpdesk informs the customer
Helpdesk informs the customer
Helpdesk reviews the request
Helpdesk reviews the request
HD follows up for short listed bank’s
Details
HD follows up for short listed bank’s
Details
Send the list of available banks to
the customer
Send the list of available banks to
the customer
HD submits the documents and
application form to the bank
HD submits the documents and
application form to the bank
Search the portal based on
customer’s criteria
Search the portal based on
customer’s criteria
Follow up with the customer for filled
application form and documents
Follow up with the customer for filled
application form and documents
Bank Database
Customer Selects the
bank
No Yes
Portal should have banks’ contact information. Outbound India calling should also be enabled.
Bank approves
application
No
Yes
StopStop
Welcome kit is send to the customer directly by the
bank
Welcome kit is send to the customer directly by the
bank
Portal should be ready with the Investment service provider’s information on the zones customer is interested in.Integrate Portal email
server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Investment Services Process Flow
StartStart
Customer requests for an Investment
product
Customer requests for an Investment
product
Requests received by call
or email
Requests received by call
or email
Customer makes the payment to the
investment company
Customer makes the payment to the
investment company
Helpdesk reviews the request
Helpdesk reviews the request
HD follows up for short listed Investment service provider’s
Details
HD follows up for short listed Investment service provider’s
Details
Send the list of available Investment service providers
to the customer
Send the list of available Investment service providers
to the customer
Schedule a meeting with the customer and the executive
Schedule a meeting with the customer and the executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed Investment service providers
Contact the short Listed Investment service providers
Investment service providers Database
Customer Selects the Investment
service provider
No Yes
Portal should have Investment service provider’s contact information. Outbound India calling should also be enabled.
Customer selects the Investment
plan
No
Yes
Helpdesk to follow up with the Investment
company for the documents
Helpdesk to follow up with the Investment
company for the documents
StopStop
Portal should be ready with the Financial Advisor service provider’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Financial Advisor Process Flow
StartStart
Customer requests for an Financial Advisor
Customer requests for an Financial Advisor
Requests received by call
or email
Requests received by call
or email
Helpdesk reviews the request
Helpdesk reviews the request
HD follows up for short listed Financial Advisor
service provider’s Details
HD follows up for short listed Financial Advisor
service provider’s Details
Send the list of available Financial
Advisor service providers to the
customer
Send the list of available Financial
Advisor service providers to the
customer
Schedule a meeting with the Customer
and Financial Advisor
Schedule a meeting with the Customer
and Financial Advisor
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed Financial Advisor service
providers
Contact the short Listed Financial Advisor service
providers
Financial Advisor service providers Database
Customer Selects the Financial Advisor service provider
No Yes
Portal should have Financial Advisor service provider’s contact information. Outbound India calling should also be enabled.
StopStop
Portal should be ready with the Share Trading service provider’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Share Trading Process Flow
StartStart
Customer requests for an Share Trading
Customer requests for an Share Trading
Requests received by call
or email
Requests received by call
or email
Customer makes the payment to the
Share Trading company
Customer makes the payment to the
Share Trading company
Helpdesk reviews the request
Helpdesk reviews the request
HD follows up for short listed Share Trading service provider’s
Details
HD follows up for short listed Share Trading service provider’s
Details
Send the list of available Share Trading
service providers to the customer
Send the list of available Share Trading
service providers to the customer
Schedule a meeting with the customer and the executive
Schedule a meeting with the customer and the executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed Share Trading
service providers
Contact the short Listed Share Trading
service providers
Share Trading service
providers Database
Customer Selects the
Share Trading service provider
No
Yes
Portal should have Share Trading provider’s contact information. Outbound India calling should also be enabled.
Customer selects the Investment
plan
No
Yes
Helpdesk to follow up with the Share Trading company
for the documents
Helpdesk to follow up with the Share Trading company
for the documents
StopStop
Customer has demat accoun
t
Customer has demat accoun
t
Yes
Create Demat Account
Create Demat Account
No
Portal should be ready with the commodity service provider’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Commodity Services Process Flow
StartStart
Customer requests for an commodity productCustomer requests for an commodity product
Requests received by call
or email
Requests received by call
or email
Customer makes the payment to the
commodity company
Customer makes the payment to the
commodity company
Helpdesk reviews the request
Helpdesk reviews the request
HD follows up for short listed commodity service provider’s
Details
HD follows up for short listed commodity service provider’s
Details
Send the list of available service providers to the
customer
Send the list of available service providers to the
customer
Schedule a meeting with the customer and the executive
Schedule a meeting with the customer and the executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed commodity service providers
Contact the short Listed commodity service providers
commodity service providers Database
Customer Selects the commodity
service provider
No Yes
Portal should have commodity service provider’s contact information. Outbound India calling should also be enabled.
Customer selects the Investment
plan
No
Yes
Helpdesk to follow up with the commodity
company for the documents
Helpdesk to follow up with the commodity
company for the documents
StopStop
Portal should be ready with the Bullion service provider’s information in the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Bullion Services Process Flow
StartStart
Customer requests for an Bullion service
Customer requests for an Bullion service
Requests received by call
or email
Requests received by call
or email
Customer makes Buy/sell
transactions
Customer makes Buy/sell
transactions
Helpdesk reviews the request
Helpdesk reviews the request
HD follows up for short listed Bullion service
provider’s Details
HD follows up for short listed Bullion service
provider’s Details
Send the list of available Bullion
service providers to the customer
Send the list of available Bullion
service providers to the customer
Schedule a meeting with the customer and the executive
Schedule a meeting with the customer and the executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed Bullion
service providers
Contact the short Listed Bullion
service providers
Bullion service providers Database
Customer Selects the
Bullion service provider
No Yes
Portal should have Bullion service provider’s contact information. Outbound India calling should also be enabled.
Customer selects the Investment
plan
No
Yes
Helpdesk to follow up with the Bullion
Market for the documents
Helpdesk to follow up with the Bullion
Market for the documents
StopStop
Portal should be ready with the Mutual Funds provider’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Mutual Funds Process Flow
StartStart
Customer requests for an Mutual FundsCustomer requests
for an Mutual Funds
Requests received by call
or email
Requests received by call
or email
Customer makes the payment to the
Mutual Funds company
Customer makes the payment to the
Mutual Funds company
Helpdesk reviews the request
Helpdesk reviews the request
HD follows up for short listed Mutual Funds
Details
HD follows up for short listed Mutual Funds
Details
Send the list of available types of
mutual funds to the customer
Send the list of available types of
mutual funds to the customer
Schedule a meeting with the customer
and the Mutual Funds executive
Schedule a meeting with the customer
and the Mutual Funds executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed Mutual
Funds providers
Contact the short Listed Mutual
Funds providers
Mutual Funds providers Database
Customer Selects the
Mutual Funds
No
Yes
Portal should have Mutual Funds company’s contact information. Outbound India calling should also be enabled.
Customer selects the
Mutual Funds plan
No
Yes
Helpdesk to follow up with the Mutual Funds company for
the documents
Helpdesk to follow up with the Mutual Funds company for
the documents
StopStop
Trading Instrument Process Flow
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
StartStart
Customer requests for an Trading
Instruments
Customer requests for an Trading
Instruments
Requests received by call
or email
Requests received by call
or email
Customer makes the payment to the trading company
Customer makes the payment to the trading company
Helpdesk reviews the request
Helpdesk reviews the request
HD follows up for short listed Investment service provider’s
Details
HD follows up for short listed Investment service provider’s
Details
Send the list of available Trading
instrument service to the customer
Send the list of available Trading
instrument service to the customer
Schedule a meeting with the customer and the executive
Schedule a meeting with the customer and the executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria Contact the short Listed Trading
Instrument service providers
Contact the short Listed Trading
Instrument service providers
Trading Instrument service providers Database
Customer Selects the
Trading service
No
Yes
Portal should have Trading Instrument service provider’s contact information. Outbound India calling should also be enabled.
Customer selects the Trade plan
No
Yes
Helpdesk to follow up with the Trading
company for the documents
Helpdesk to follow up with the Trading
company for the documents
StopStop
Send the list of available Trading
instrument service providers to the
customer
Send the list of available Trading
instrument service providers to the
customer
Customer Selects the
Trading Instrument
service provider
No
Yes
Portal should be ready with the Bank’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Demat Account Process Flow
StartStart
Customer requests for a Demat A/C
Customer requests for a Demat A/C
Requests received by call
or email
Requests received by call
or email
Provide the status of the application to the customer
Provide the status of the application to the customer
Helpdesk reviews the request
Helpdesk reviews the request
HD follows up for short listed Bank Details
HD follows up for short listed Bank Details
Send the list of available Banks) that offer Demat Option to
the customer
Send the list of available Banks) that offer Demat Option to
the customer
Schedule a meeting with the customer
and the Bank executive
Schedule a meeting with the customer
and the Bank executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Bank Gives the A/C number to the
customer
Bank Gives the A/C number to the
customer
Contact the short Listed Banks
Contact the short Listed Banks
Bank’s Database
Customer Selects the Prospective
Bank
No
Yes
Portal should have Bank’s contact information. Outbound India calling should also be enabled.
Customer selects the
Bank
No
Yes
Helpdesk to follow up with the Bank
for the Demat A/C documents
Helpdesk to follow up with the Bank
for the Demat A/C documents
StopStop
Bank approves for the Demat
A/C
No
Yes
Portal should be ready with the information provided for investor facilitation
Industrial Opportunities Process Flow
StartStart
Customer searches the portal to invest in
industrial sectors
Customer searches the portal to invest in
industrial sectors
The portal provides the web link of secretarial for
industrial assistance (SIA)
The portal provides the web link of secretarial for
industrial assistance (SIA)
The approved or rejected are forwarded to (FIIA)
Foreign investment implementation authority.
The approved or rejected are forwarded to (FIIA)
Foreign investment implementation authority.
SIA window provide investor facilitation
of the automatic route and those that
requires RBI clearance
SIA window provide investor facilitation
of the automatic route and those that
requires RBI clearance
The portal forwards the application to the
FIPB ,foreign investment promotion
board.
The portal forwards the application to the
FIPB ,foreign investment promotion
board.
Intimate the customer about
the decision within 4 weeks
Intimate the customer about
the decision within 4 weeks
Customer fills the application provided by the SIA to invest .
Customer fills the application provided by the SIA to invest .
FIPB considers all investment proposals
FIPB considers all investment proposals
Department of industrial policy and promotion Database
StopStop
Portal should be ready with the Investment service provider’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
India Fund Process Flow
StartStart
Customer requests to know details to provide fund to
India
Customer requests to know details to provide fund to
India
Requests received by call
or email
Requests received by call
or email
Customer invests in the required project provided
by the investment company
Customer invests in the required project provided
by the investment company
Helpdesk reviews the request
Helpdesk reviews the request
HD follows up for short listed Investment service provider
Details
HD follows up for short listed Investment service provider
Details
Send the list of available Investment India fund companies
to the customer
Send the list of available Investment India fund companies
to the customer
Schedule a meeting with the customer
and the Fund executive.
Schedule a meeting with the customer
and the Fund executive.
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed Investment
India fund company
Contact the short Listed Investment
India fund company
Investment India Fund company Database
Customer Selects the
specific Investment India fund provider
NoYes
Portal should have Investment service provider’s contact information. Outbound India calling should also be enabled.
Customer selects the
specific India Fund
No
Yes
StopStop
Portal should be ready with the Money Transfer service provider’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Money Transfer Process Flow
StartStart
Customer requests Money Transfer
Customer requests Money Transfer
Requests received by call, email or online.
Requests received by call, email or online.
Customer fills in the application
form provided by the service
provider
Customer fills in the application
form provided by the service
provider
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed Money Transfer service
providerDetails
HD follows up for short listed Money Transfer service
providerDetails
Send the list of available Money Transfer service
providers to customer
Send the list of available Money Transfer service
providers to customer
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Send the list of Available
locations of the short listed
provider
Send the list of Available
locations of the short listed
provider
Money Transfer providers Database
Customer Selects the
Money Transfer service provider
No Yes
Portal should have Money Transfer service provider's agent location details. Outbound India calling should also be enabled.
Customer selects an
agent location of given service
provider.
No
Yes
Helpdesk to follow up with the service provider for the further
process
Helpdesk to follow up with the service provider for the further
process
StopStop
Portal should be ready with the Investment service provider’s information in the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Foreign Exchange Process Flow
StartStart
Customer requests for Foreign Exchange
Customer requests for Foreign Exchange
Requests for online trading
Requests for online trading
Customer trades with the company
Customer trades with the company
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed Foreign Exchange provider
Details
HD follows up for short listed Foreign Exchange provider
Details
Send the list of available Foreign
Exchange providers to the customer
Send the list of available Foreign
Exchange providers to the customer
Schedule a meeting with the customer and the
executive
Schedule a meeting with the customer and the
executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed Foreign
Exchange provider.
Contact the short Listed Foreign
Exchange provider.
Foreign Exchange providers Database
Customer Selects the
Foreign Exchange provider
No Yes
Portal should have Investment service provider’s contact information. Outbound India calling should also be enabled.
Customer selects type of FOREX
trading
No
Yes
Helpdesk to follow up with the trading company
for the documents
Helpdesk to follow up with the trading company
for the documents
StopStop
Customer requests for Foreign
Exchange currency rates
Customer requests for Foreign
Exchange currency rates
Views currency rates
Views currency rates
Customer satisfied with the currency
rates
Yes
No
Portal should be ready with the Investment service provider’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Corporate Foreign Exchange Process Flow
StartStart
Customer requests for Foreign
Exchange Trading
Customer requests for Foreign
Exchange Trading
Requests received by call or email
Requests received by call or email
Customer trades with the company
Customer trades with the company
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed Foreign Exchange provider
Details
HD follows up for short listed Foreign Exchange provider
Details
Send the list of available Foreign
Exchange providers to the customer
Send the list of available Foreign
Exchange providers to the customer
Schedule a meeting with the customer and the
executive
Schedule a meeting with the customer and the
executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed Foreign
Exchange provider.
Contact the short Listed Foreign
Exchange provider.
Foreign Exchange providers Database
Customer Selects the
Foreign Exchange provider
No
Yes
Portal should have Investment service provider’s contact information. Outbound India calling should also be enabled.
Customer selects type of FOREX
trading
No
Yes
Helpdesk to follow up with the trading company
for the documents
Helpdesk to follow up with the trading company
for the documents
StopStop
Portal should be ready with the advertiser information on the categories of automobiles customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Astrological Services Process Flow
StartStart
Customer requests for astrological
service
Customer requests for astrological
service
Requests received by call or email
Requests received by call or email
Customer receives the
services from astrologers and
makes the payment
Customer receives the
services from astrologers and
makes the payment
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed
astrologer Details
HD follows up for short listed
astrologer Details
Send the list of available astrologers
to the customer
Send the list of available astrologers
to the customer
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed astrologer
Contact the short Listed astrologer
Astrologers Database
Customer Selects the astrologers
No Yes
Portal should have Advertiser’s contact information. Outbound India calling should also be enabled.
Customer selects an astrologer
No
Yes
Customer Informs the Helpdesk
Customer Informs the Helpdesk
StopStop
Portal should have facility to make online payments by the clients.
Integrate Portal to Vedic mathematics database
StartStart
Customer the Browses portal for Ayurvedic centers
and resorts
Customer the Browses portal for Ayurvedic centers
and resorts
Based upon the customer criteria sites are listed
Based upon the customer criteria sites are listed
Customer selects the required site
Customer selects the required site
StopStop
Ayurvedic Centers and Resorts
Integrate Portal to Vedic mathematics database
Vedic Mathematics (Online tutorial) Process Flow
StartStart
Customer Browses the
portal for online tutorial
Customer Browses the
portal for online tutorial
Based upon the customer criteria sites
are listed
Based upon the customer criteria sites
are listed
Customer selects the required one which provides online tutorial
Customer selects the required one which provides online tutorial
ExitExit
Portal should be ready with the different universities customer is interested in.
Integrate Portal to university database.
Apply for Universities Process Flow
StartStart
Customer browses the portal for the
universities
Customer browses the portal for the
universities
Customer calls HD for further
information
Customer calls HD for further
information
Customer makes online payment of
the course and processing fees
Customer makes online payment of
the course and processing fees
Helpdesk provides the information on various universities providing the course
requested and sends the comparison between the universities
Helpdesk provides the information on various universities providing the course
requested and sends the comparison between the universities
University Database
HD applies to the concerned
university and forward all the
docs
HD applies to the concerned
university and forward all the
docs
The University sends the
acceptance letter to the customer
The University sends the
acceptance letter to the customer
The customer takes the admission in the university
The customer takes the admission in the university
StopStop
Portal should have facility to make online
payments by the clients.
Customer selects the university
Yes
No
02/01/2008
Integrate portal with the College Calendar.
StartStart
Customer logs on to the Portal for
checking the College Calendar
Customer logs on to the Portal for
checking the College Calendar
Customer Selects the University or a
particular Information
category
Customer Selects the University or a
particular Information
category
Customer is provided with all
the information as requested by him.
Customer is provided with all
the information as requested by him.
StopStop
College Calendar Process Flow
Customer can subscribe for
receiving information about the selected
category thru e-mail
Customer can subscribe for
receiving information about the selected
category thru e-mail
Integrate portal with the Consultancies Website.
StartStart
Consultancies register with our
Portal for offering their services
Consultancies register with our
Portal for offering their services
Customers request for the information based on category
selected.
Customers request for the information based on category
selected.
Customer is provided with list of consultancies
based on the preferences given.
Customer is provided with list of consultancies
based on the preferences given.
StopStop
Educational Consultancies Process Flow
Customer can opt to rate the consultancy
based on their experience with
them.
Customer can opt to rate the consultancy
based on their experience with
them.
Educational Consultancies’
Database
Integrate portal with the University Database
StartStart
Customer selects the Course he/she
is interested in.
Customer selects the Course he/she
is interested in.
Based on preference the list
of University offering course is
provided.
Based on preference the list
of University offering course is
provided.
Customer can subscribe for
receiving information about
the selected category thru e-
Customer can subscribe for
receiving information about
the selected category thru e-
StopStop
Correspondence Courses Process Flow
Correspondence Courses
Database
Integrate portal with the University Database
StartStart
University register with the portal for
providing the information about its Cultural Events
University register with the portal for
providing the information about its Cultural Events
Customer search for the Event
based on options available for the
registered universities.
Customer search for the Event
based on options available for the
registered universities.
Customer can select the event
based on University/ College
and will be provided all the
information about the same.
Customer can select the event
based on University/ College
and will be provided all the
information about the same.
StopStop
Cultural Program Process Flow
University Cultural Events
Database
Based on the results customer can
directly contact the university/ college, else if possible can apply directly thru
the portal.
Based on the results customer can
directly contact the university/ college, else if possible can apply directly thru
the portal.
Integrate portal with the University Database
StartStart
Qualified people register to the
portal as educational counselors
Qualified people register to the
portal as educational counselors
Customer fills the requirement form
online
Customer fills the requirement form
online
HD contacts the counselor meeting
the requirement
HD contacts the counselor meeting
the requirementStopStop
Educational Counseling Process Flow
Educational counselor’s Database
HD contacts the customer with the
counselors information
HD contacts the customer with the
counselors information
HD schedules a meeting with the
customer and counselor upon
receiving the service charges
HD schedules a meeting with the
customer and counselor upon
receiving the service charges
The customer makes an online payment of the service charges
The customer makes an online payment of the service charges
Portal should have facility to make online payments by the clients.
Integrate portal with the University Database
StartStart
Customer selects the e-book tab
Customer selects the e-book tab
Enters the criteria in the search field
Enters the criteria in the search field
The results based on the searched
criteria are displayed with
books and author’s name
The results based on the searched
criteria are displayed with
books and author’s name
StopStop
e-Books Process Flow
E-Book’s Database
Customer can preview the index and topics of the
selected book
Customer can preview the index and topics of the
selected book
The customer is able to download the e-book on his
computer
The customer is able to download the e-book on his
computer
If the customer is interested in the book makes an
online payment of the charges
If the customer is interested in the book makes an
online payment of the charges
Portal should have facility to make online payments by the clients.
Database should be ready with all the education related forums customer may be interested in.
Education forum Process Flow
StartStart
Customer searches the portal for a particular forum
Customer searches the portal for a particular forum
The list of forum are displayed
The list of forum are displayed
Customer selects the link he is interested in
Customer selects the link he is interested in
Education forum Database
Customer can participate in the
forum
Customer can participate in the
forumStopStop
07/01/2008
Database should be ready with all the education related schemes customer may be interested in.
Education Schemes (Govt/Pvt) Information Process Flow
StartStart
Customer searches the portal for a
particular course and location
Customer searches the portal for a
particular course and location
List of such schemes are
displayed based on search criteria
List of such schemes are
displayed based on search criteria
Customer can compare between the different schemes available
Customer can compare between the different schemes available
Education Schemes Database
Gets the contact info of the select
scheme
Gets the contact info of the select
schemeStopStop
07/01/2008
Database should be ready with all the education related schemes customer may be interested in.
E-Learning Process Flow
StartStart
Customer browses the portal for online
course available
Customer browses the portal for online
course available
List of such courses are
displayed based on search criteria
List of such courses are
displayed based on search criteria
Customer can compare between the different
courses available
Customer can compare between the different
courses available
E-learning providers Database
HD informs the provider after
receiving the fees and the course is
provided
HD informs the provider after
receiving the fees and the course is
provided
StopStop
07/01/2008
Customer selects the course by paying fees
online
Customer selects the course by paying fees
online
Database should be ready with all the education related schemes customer may be interested in.
Exchange Program Process Flow
StartStart
Customer browses the portal for
exchange programs offered
by different college and universities
Customer browses the portal for
exchange programs offered
by different college and universities
List of such programs are
displayed based on search criteria
List of such programs are
displayed based on search criteria
Customer can compare between the different programs available
Customer can compare between the different programs available
E-learning providers Database
HD informs the college after
receiving the fees and gets approval
HD informs the college after
receiving the fees and gets approval
StopStop
07/01/2008
Customer applies for the program by paying application fee online
Customer applies for the program by paying application fee online
HD sends the program details to
the customer
HD sends the program details to
the customer
Integrate portal with the University Database
StartStart
Qualified people register to the
portal as Guest Faculty
Qualified people register to the
portal as Guest Faculty
University fills the requirement form for guest faculty
University fills the requirement form for guest faculty
HD contacts the Faculty meeting
the requirement of the university
HD contacts the Faculty meeting
the requirement of the university
StopStop
Guest Faculty Process Flow
Guest Faculty Database
HD contacts the university with the faculty information
HD contacts the university with the faculty information
HD schedules a meeting with the university and faculty upon
receiving the service charges
HD schedules a meeting with the university and faculty upon
receiving the service charges
Both the university and faculty makes an online payment
of the service charges
Both the university and faculty makes an online payment
of the service charges
Portal should have facility to make online payments by the clients.
Integrate portal with the University Database
StartStart
Customer searches the info on inter-college
competition
Customer searches the info on inter-college
competition
Fills the information to register to the event online
Fills the information to register to the event online
HD receives the request and contacts the
organizer
HD receives the request and contacts the
organizer
StopStop
Inter-College Competition Process Flow
Inter-college Competition Database
HD gets an approval from the organizers
HD gets an approval from the organizers
HD sends the intimation to the
customer via email to participate in the
event
HD sends the intimation to the
customer via email to participate in the
event
Integrate portal with the organizations providing internships Database
StartStart
Customer searches the info
on internship provided by diff organizations
Customer searches the info
on internship provided by diff organizations
Fills the information to
register for internship
Fills the information to
register for internship
HD receives the request and contacts the organization
HD receives the request and contacts the organization
StopStop
Internship Process Flow
Internship Database
Organization sends the interview call
directly to the customer
Organization sends the interview call
directly to the customer
Database should be ready with all the library related information customer may be interested in.
Library Information Process Flow
StartStart
Customer searches the portal for a
library and location
Customer searches the portal for a
library and location
List of such libraries are
displayed based on search criteria
List of such libraries are
displayed based on search criteria
Customer can check for the kind of books
available in the library
Customer can check for the kind of books
available in the library
Library Database
Gets the contact info of the select
library
Gets the contact info of the select
libraryStopStop
07/01/2008
Database should be ready with all the scholarship related information customer may be interested in.
Scholarships Process Flow
StartStart
Customer registers to the portal by filling his academic
profile
Customer registers to the portal by filling his academic
profile
Logs on to the portal and searches for various
scholarships
Logs on to the portal and searches for various
scholarships
HD gets in touch with the concerned authority and
upon approval sends info to customer
HD gets in touch with the concerned authority and
upon approval sends info to customer
Scholarship Database
StopStop
07/01/2008
Submits an online application for scholarships
Submits an online application for scholarships
Database should be ready with all the university related information customer may be interested in.
Seminars and Presentations Process Flow
StartStart
Customer browses the portal for seminars and
presentations held by different universities
Customer browses the portal for seminars and
presentations held by different universities
List of such programs are
displayed based on search criteria
List of such programs are
displayed based on search criteria
Customer selects the program based on his
criteria and makes online payment of fees
Customer selects the program based on his
criteria and makes online payment of fees
University Database
HD receives the confirmation from the
university
HD receives the confirmation from the
university
StopStop
07/01/2008
HD sends the information to the
university
HD sends the information to the
university
HD sends the confirmation and
program details to the customer
HD sends the confirmation and
program details to the customer
Database should be ready with all the university related information customer may be interested in.
Technical Festivals Process Flow
StartStart
Customer browses the portal for
technical symposiums held
by different universities
Customer browses the portal for
technical symposiums held
by different universities
Customer registers for the selected
symposium
Customer registers for the selected
symposium
HD scans the request and forwards to the
university
HD scans the request and forwards to the
university
University Database
HD applies to the concerned university
HD applies to the concerned university
StopStop
07/01/2008
Once confirmation is received customer pays
the application fee online
Once confirmation is received customer pays
the application fee online
University sends the acceptance letter to the customer directly
University sends the acceptance letter to the customer directly
Database should be ready with all the services related information customer may be interested in.
Applicants Publications Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Applicant Publications”
Enters in the services tab called
“Applicant Publications”
Publications Database
StopStop
07/01/2008
Displays all the publications done by
the applicant
Displays all the publications done by
the applicantLogs out of the portalLogs out of the portal
Database should be ready with all the university related information customer may be interested in.
Trainings Process Flow
StartStart
Customer browses the portal for
trainings conducted by different
organizations
Customer browses the portal for
trainings conducted by different
organizations
Customer compares between
the different trainings
Customer compares between
the different trainings
Customer selects the training
Customer selects the training
Training Database
HD receives the application and
scans it
HD receives the application and
scans it
StopStop
07/01/2008
Fills online application form
Fills online application form
Customer makes an online payment of application fees
Customer makes an online payment of application fees
HD applies to the respective institute
HD applies to the respective institute
Institute sends the acceptance letter
directly to the customer
Institute sends the acceptance letter
directly to the customer
Database should be ready with all the university related information customer may be interested in.
Workshops Process Flow
StartStart
Customer browses the portal for workshops
conducted by different
universities
Customer browses the portal for workshops
conducted by different
universities
Customer compares between
the different workshops
Customer compares between
the different workshops
Customer selects the workshop
Customer selects the workshop
Workshops Database
HD receives the application and
scans it
HD receives the application and
scans it
StopStop
07/01/2008
Fills online application form
Fills online application form
Customer makes an online payment of application fees
Customer makes an online payment of application fees
HD applies to the respective university
HD applies to the respective university
University sends the acceptance letter
directly to the customer
University sends the acceptance letter
directly to the customer
Database should be ready with all the institutes related information customer may be interested in.
Art and Craft* Classes Process Flow
StartStart
Customer browses the portal for art
classes conducted by different institutes
Customer browses the portal for art
classes conducted by different institutes
Customer compares between
the different classes
Customer compares between
the different classes
Customer selects the class
Customer selects the class
Art and crafts institutes Database
HD receives the application and
scans it
HD receives the application and
scans it
StopStop
07/01/2008
Fills online application form
Fills online application form
Customer makes an online payment of application fees
Customer makes an online payment of application fees
HD applies to the respective institute
HD applies to the respective institute
Institute sends the acceptance letter
directly to the customer
Institute sends the acceptance letter
directly to the customer
* Arts, Dance, Singing, Cookery, Martial Arts classes etc.
Database should be ready with all the services related information customer may be interested in.
Aspirations Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Aspirations”
Enters in the services tab called
“Aspirations”
Services Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Astrological Services Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Astrology”
Enters in the services tab called
“Astrology”
Astrological Services Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
service
Transacts online by filling the order form
Transacts online by filling the order form Logs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Astrology Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Astrology”
Enters in the services tab called
“Astrology”
Astrology Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Beauty Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Beauty”
Enters in the services tab called
“Beauty”
Beauty services Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Celebrity Corner Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called “Celebrity corner”
Enters in the services tab called “Celebrity corner”
Celebrity Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Cooking Techniques Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Cookery”
Enters in the services tab called
“Cookery”
Cookery Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Cuisine Information Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Cuisine”
Enters in the services tab called
“Cuisine”
Cuisines Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Current Events Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called “Current Events”
Enters in the services tab called “Current Events”
Current Events Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Event Managers Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called “Event Managers”
Enters in the services tab called “Event Managers”
Event Managers Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Exclusives Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Exclusives”
Enters in the services tab called
“Exclusives”
Exclusives Database
StopStop
07/01/2008
Checks for the information on the sub
service like latest updates, happenings,
headlines, etc
Checks for the information on the sub
service like latest updates, happenings,
headlines, etc
Logs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Family and Parenting Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Family and Parenting”
Enters in the services tab called
“Family and Parenting”
Family and Parenting Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Fashion Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Fashion”
Enters in the services tab called
“Fashion”
Fashion Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Fitness Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Fitness”
Enters in the services tab called
“Fitness”
Fitness Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Good Living Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Good Living”
Enters in the services tab called
“Good Living”
Good Living Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Horoscope Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Horoscope”
Enters in the services tab called
“Horoscope”
Horoscope Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Jokes Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Jokes”
Enters in the services tab called
“Jokes”
Jokes Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Jokes Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Jokes”
Enters in the services tab called
“Jokes”
Jokes Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Paintings related Information Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Paintings”
Enters in the services tab called
“Paintings”
Painting information Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Recipes Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Recipes”
Enters in the services tab called
“Recipes”
Recipes Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Style Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Style”
Enters in the services tab called
“Style”
Style Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
serviceLogs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Tailors Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Tailors”
Enters in the services tab called
“Tailors”
Tailors Database
StopStop
07/01/2008
Checks for best suited tailor based on his
requirement and gets the contact info
Checks for best suited tailor based on his
requirement and gets the contact info
Logs out of the portalLogs out of the portal
Portal should be ready with the Event Management service provider’s information on the zones customer is interested in.
Integrate Portal email server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Event Management Process Flow
StartStart
Customer requests for an Event
Management service providers
Customer requests for an Event
Management service providers
Requests received by call or email
Requests received by call or email
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed Event
Management service provider’s
Details
HD follows up for short listed Event
Management service provider’s
Details
Send the list of available Event
Management service providers to the
customer
Send the list of available Event
Management service providers to the
customer
Schedule a meeting with the customer and the
executive
Schedule a meeting with the customer and the
executive
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed event management
service providers
Contact the short Listed event management
service providers
Event Managers’ Database
Customer Selects the
Event Management
service provider
No Yes
Portal should have Event Management service provider’s contact information. Outbound India calling should also be enabled.
StopStop
Portal should be ready with the catering service provider’s information on the zones customer is interested in.Integrate Portal email
server with CRM is required.Inbound and Outbound calling infrastructure has to be in place
Event Management Process Flow
StartStart
Customer requests for an catering
service providers
Customer requests for an catering
service providers
Requests received by call or email
Requests received by call or email
Helpdesk reviews the
request
Helpdesk reviews the
request
HD follows up for short listed Event
Management service provider’s
Details
HD follows up for short listed Event
Management service provider’s
Details
Send the list of available catering
service providers to the customer
Send the list of available catering
service providers to the customer
Makes an online payment for the
services
Makes an online payment for the
services
Search the portal based on customer’s
criteria
Search the portal based on customer’s
criteria
Contact the short Listed catering
service providers
Contact the short Listed catering
service providers
Caterers’ Database
Customer Selects the
catering service provider
No Yes
Portal should have catering service provider’s contact information. Outbound India calling should also be enabled.
StopStop
Database should be ready with all the services related information customer may be interested in.
Dating Services Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Searches for people based on
his interest, religion etc
Searches for people based on
his interest, religion etc
Dating services Database
StopStop
07/01/2008
Selects the person and sends an invitation to
the person
Selects the person and sends an invitation to
the person
Communicates with the desired contact
Communicates with the desired contact
The person accepts the
invitation
Yes
No
Database should be ready with all the services related information customer may be interested in.
Decorative Services Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Decorative Services”
Enters in the services tab called
“Decorative Services”
Decorative Services Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
service
Transacts online by filling the order form and paying online
Transacts online by filling the order form and paying online
Logs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Food and Entertainment Services Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Food and Entertainment”
Enters in the services tab called
“Food and Entertainment”
Food and Entertainment Services Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
service
Gets the information by selecting location and
budget. Also gets contact info
Gets the information by selecting location and
budget. Also gets contact info
Logs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Food and Entertainment Services Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Food and Entertainment”
Enters in the services tab called
“Food and Entertainment”
Food and Entertainment Services Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
service
Gets the information by selecting location and
budget. Also gets contact info
Gets the information by selecting location and
budget. Also gets contact info
Logs out of the portalLogs out of the portal
Portal should be ready with the advertiser information on the categories of products customer is interested in.
Integrate Portal to advertiser database.Inbound and Outbound calling infrastructure has to be in place
Buying* Process Flow
StartStart
Customer browses the portal for the
product he requires
Customer browses the portal for the
product he requires
Customer calls HD for further
information
Customer calls HD for further
information
Customer makes online payment
Customer makes online payment
Helpdesk provides the information on Product
info, Discounts and Offers
Helpdesk provides the information on Product
info, Discounts and Offers
Inform the seller to cancel the order
Inform the seller to cancel the order
Inform the seller to deliver the
product as per new schedule.
Inform the seller to deliver the
product as per new schedule.
Advertiser's Database
Customer continues with the
order
No
Yes
Helpdesk inform the concerned
seller.
Helpdesk inform the concerned
seller.
Helpdesk to follow up with the seller for Delivery
of the Product
Helpdesk to follow up with the seller for Delivery
of the Product
Inform the customer regarding the Delivery details
in case of Delay, ask if he wants to continue with the
order.
Inform the customer regarding the Delivery details
in case of Delay, ask if he wants to continue with the
order.
StopStop
Portal should have facility to make online
payments by the clients.
Customer orders the
product online
No Customer orders the
product
YesYes
No
02/01/2008
* Deliveries, Apparel, Greeting Cards, Jewellery, Perfumes and Fragrances, Toys, Gifts, Home and Garden, etc
Database should be ready with all the services related information customer may be interested in.
Gardening Services Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Enters in the services tab called
“Gardening”
Enters in the services tab called
“Gardening”
Gardening Services Database
StopStop
07/01/2008
Checks for the information on the sub
service
Checks for the information on the sub
service
Gets the information by selecting category like rose garden, gardening
books etc.
Gets the information by selecting category like rose garden, gardening
books etc.
Logs out of the portalLogs out of the portal
Database should be ready with all the services related information customer may be interested in.
Online Financial Donation Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Searches for the organization he wants to donate
Searches for the organization he wants to donate
NGO Database
StopStop
07/01/2008
Fills an online donation form
Fills an online donation form
Makes the payment online
Makes the payment online
Donation certificate is send to the customer via email to claim IT
benefit
Donation certificate is send to the customer via email to claim IT
benefit
Database should be ready with all the services related information customer may be interested in.
Material Donation Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Searches for the organization he wants to donate
Searches for the organization he wants to donate
NGO Database
StopStop
07/01/2008
Fills an online donation form with name, address, and convenient time and quantity of the material
Fills an online donation form with name, address, and convenient time and quantity of the material
HD picks the material from the customer
location
HD picks the material from the customer
location
The material is sent to the concerned NGO
The material is sent to the concerned NGO
Database should be ready with all the services related information customer may be interested in.
Education / Informative / Effort Donation Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Fills an online form with info like type of seminar/effort,
location, etc
Fills an online form with info like type of seminar/effort,
location, etc
NGO Database
StopStop
07/01/2008
HD searches the database for NGO requiring such
services
HD searches the database for NGO requiring such
services
HD provides the information of donor to
the NGO
HD provides the information of donor to
the NGO
NGO gets in touch with the donor directly
NGO gets in touch with the donor directly
Database should be ready with all the services related information customer may be interested in.
E-Paper / E-Magazine Process Flow
StartStart
Customer logs on to the portal
Customer logs on to the portal
Searches for the e-paper he wants to
get
Searches for the e-paper he wants to
get
E-paper / e-magazine Database
StopStop
07/01/2008
Registers to the e-paper if required to the online
edition
Registers to the e-paper if required to the online
edition
Clicks on the web link to view the e-paper
Clicks on the web link to view the e-paper
NGO gets in touch with the donor directly
NGO gets in touch with the donor directly
Database should be ready with all the services related information customer may be interested in.
Matrimony Process Flow
StartStart
Customer logs on to the portal and
creates his profile by adding
information
Customer logs on to the portal and
creates his profile by adding
information
Searches the database for a possible match
Searches the database for a possible match
Matrimonial Database
StopStop
07/01/2008
Gets in touch with the concerned person
directly
Gets in touch with the concerned person
directly
Takes a SMARTPACTakes a SMARTPAC
Customer selects
the match
Customer selects
the match
His profile is made available to marriage
bureaus and newspapers
His profile is made available to marriage
bureaus and newspapers
Receives an alert via email or SMS of various matches
available
Receives an alert via email or SMS of various matches
available
Yes
No
