BlueSpice Demo - User contributions [en]

Template:Risk infobox

2024-02-09T13:24:03Z

PGueler:

<includeonly><templatestyles src="Risk matrix/styles.css" />
{{Risk matrix}}
<div id="hdlinks bs-universalexport-exportexclude"><span id="backlink">[[RM:All risks|view all risks]]</span><span class="editlink">[[Special:FormEdit/RiskRegistry/{{FULLPAGENAME}}|<i class="icon-pencil"></i> {{int:IMS-edit-link}}]]</span></div>{{#set: riskEntry=yes}} {{#set: riskTitle={{{riskID|}}}-{{{riskName|}}}}}{{#set: Risk_pages={{PAGENAME}}}}
{| class="wikitable riskregistry single" style="width:100%;" |
|-
!colspan="2" class="tablehd-riskstatus" | Mitigated risk !! colspan="4" class="tablehd-empty" | !! colspan="2" class="tablehd-riskstatus" | Original risk
|-
! Factor
|{{#if: {{{riskFactorMitigated|}}}|class="{{{riskFactorMitigated|}}} {{!}}[[riskFactorMitigated::{{{riskFactorMitigated|}}}]]|class="{{{riskFactor|}}} {{!}}{{{riskFactor|}}} }}
! ID
| [[riskID::{{{riskID|}}}]]
! Affects
| {{#arraymap:{{{riskAffects|}}}|,|@@|[[riskAffects::@@]]|\n\n}}
! Factor
| class="{{{riskFactor|}}}" | [[riskFactor::{{{riskFactor|}}}]]
|-
! Level
|{{#if: {{{riskFactorMitigated|}}} | class="{{#switch:{{{riskFactorMitigated|}}}|A1|A2|A3|A4|B1|B2|B3|C1|C2|D1=Low|A5|B4|B5|C3|C4|D2|D3|E1|E2=Medium|C5|D4|D5|E3|E4|E5=High}}"{{!}}[[riskLevelMitigated::{{#switch:{{{riskFactorMitigated|}}}|A1|A2|A3|A4|B1|B2|B3|C1|C2|D1=Low|A5|B4|B5|C3|C4|D2|D3|E1|E2=Medium|C5|D4|D5|E3|E4|E5=High}}]] |class="{{{riskLevel|{{#switch:{{{riskFactor|}}}|A1|A2|A3|A4|B1|B2|B3|C1|C2|D1=Low|A5|B4|B5|C3|C4|D2|D3|E1|E2=Medium|C5|D4|D5|E3|E4|E5=High}} }}}" {{!}} [[riskLevelMitigated::{{#switch:{{{riskFactor|}}}|A1|A2|A3|A4|B1|B2|B3|C1|C2|D1=Low|A5|B4|B5|C3|C4|D2|D3|E1|E2=Medium|C5|D4|D5|E3|E4|E5=High}} ]]}}
! Discovered on
| [[riskDate::{{{riskDate|}}}]]
! Owner
| [[riskOwner::{{{riskOwner|}}}]]
! Level
| class="{{{riskLevel|{{#switch:{{{riskFactor|}}}|A1|A2|A3|A4|B1|B2|B3|C1|C2|D1=Low|A5|B4|B5|C3|C4|D2|D3|E1|E2=Medium|C5|D4|D5|E3|E4|E5=High}} }}}" | [[riskLevel::{{{riskLevel|{{#switch:{{{riskFactor|}}}|A1|A2|A3|A4|B1|B2|B3|C1|C2|D1=Low|A5|B4|B5|C3|C4|D2|D3|E1|E2=Medium|C5|D4|D5|E3|E4|E5=High}} }}}]]
|-
! Probability
|{{#if: {{{riskFactorMitigated|}}}| [[riskProbabilityMitigated::{{#switch:{{{riskFactorMitigated|}}}|A1|B1|C1|D1|E1=Improbable|A2|B2|C2|C2|D2|E2=Unlikely|A3|B3|C3|D3|E3=Possible|A4|B4|C4|D4|E4=Likely|A5|B5|C5|D5|E5=Certain}}]]|[[riskProbabilityMitigated::{{#switch:{{{riskFactor|}}}|A1|B1|C1|D1|E1=Improbable|A2|B2|C2|C2|D2|E2=Unlikely|A3|B3|C3|D3|E3=Possible|A4|B4|C4|D4|E4=Likely|A5|B5|C5|D5|E5=Certain}}]]}}
! Domain
| {{#arraymap:{{{riskDomain|}}}|,|@@|[[riskDomain::@@]]|\n\n}}
! Measures exist?
| {{#switch: [[riskMeasuresExist::{{{riskMeasuresExist|}}}]]|ja|yes=yes|no}}
! Probability
| [[riskProbability::{{{riskProbability|{{#switch:{{{riskFactor|}}}|A1|B1|C1|D1|E1=Improbable|A2|B2|C2|C2|D2|E2=Unlikely|A3|B3|C3|D3|E3=Possible|A4|B4|C4|D4|E4=Likely|A5|B5|C5|D5|E5=Certain}}}}}]]
|-
!Impact
| {{#if: {{{riskFactorMitigated|}}}| [[riskImpactMitigated::{{#switch:{{{riskFactorMitigated|}}}|A1|A2|A3|A4|A5=Negligible|B1|B2|B3|B4|B5=Marginal|C1|C2|C3|C4|C5=Considerable|D1|D2|D3|D4|D5=Critical|E1|E2|E3|E4|E5=Catastrophic}}]]|[[riskImpactMitigated::{{#switch:{{{riskFactor|}}}|A1|A2|A3|A4|A5=Negligible|B1|B2|B3|B4|B5=Marginal|C1|C2|C3|C4|C5=Considerable|D1|D2|D3|D4|D5=Critical|E1|E2|E3|E4|E5=Catastrophic}}]]}}
! Incidents
| [[riskIncidentNumber::{{#ask: [[incidentName::+]] [[incidentRelatedRisk::{{FULLPAGENAME}}]]|format=count}}]]
! Last audit
| [[riskLastAudit::{{{riskLastAudit|}}}]]
!Impact
| [[riskImpact::{{{riskImpact|{{#switch:{{{riskFactor|}}}|A1|A2|A3|A4|A5=Negligible|B1|B2|B3|B4|B5=Marginal|C1|C2|C3|C4|C5=Considerable|D1|D2|D3|D4|D5=Critical|E1|E2|E3|E4|E5=Catastrophic}}}}}]]
|}
__TOC__

==Reported incidents==
{{#forminput:form=IncidentReport|size=30|button text=Report risk-related incident|query string=IncidentReport[relatedRisks]={{FULLPAGENAME}}&namespace=IR}}
{{RiskIncidents}}
{{#ifeq: {{{riskAffects|}}}|Data protection|
==GDPR TOMs==
The following GDPR requirements have been addressed:

{{#arraymap:{{{riskTOM|}}}|;|@@|* [[riskTOM::@@]]|\n}} | }}

IR:All incidents

2024-02-09T13:22:46Z

PGueler:

{{ContentNav|homelink=Integrated Management System|hometext=2|pagePrevious=RM:All risks{{!}}Risk entries|pageNext=}}

{{#forminput:form=IncidentReport|size=30|button text=Vorfall melden|query string=namespace=IR}}

{{#ask: [[incidentName::+]] [[Modification date::+]]
| ?incidentDate = Date
| ? = Incident
| ?incidentType = Type
| ?incidentClosed#tick = Closed?
| ?IncidentRelatedRisk = Related risk
| format=table
| class=datatable
| limit=100
| headers= plain
| sort = incidentDate
| order = desc
| default = There are no reported incidents.
}}

<div style="clear:both"></div>
{{ContentNav|homelink=Integrated Management System|hometext=2|pagePrevious=RM:All risks{{!}}Risk entries|pageNext=}}

All risks

2024-02-09T13:22:10Z

PGueler: Changed redirect target from IMS:All risks to RM:All risks

#REDIRECT [[RM:All risks]]

All risks

2024-02-09T13:21:17Z

PGueler:

#REDIRECT [[IMS:All risks]]

All risks

2024-02-09T13:20:54Z

PGueler: Redirected page to IMS:All risks

#REDIRECT [[IMS:All risks]]{{#forminput:form=RiskRegistry|size=30|button text=Add new risk|query string=namespace=}}

{{Risk registry}}

RM:All risks

2024-02-09T13:20:18Z

PGueler:

{{ContentNav|homelink=Integrated Management System|hometext=2|pagePrevious=IMS:Audit reports{{!}}Audit reports|pageNext=IR:All incidents{{!}}Incident reports}}
{{#forminput:form=RiskRegistry|button text=New risk entry|size=30|query string=namespace=}}</div>

{{Risk registry}}

{{ContentNav|homelink=Integrated Management System|hometext=2|pagePrevious=IMS:Audit reports{{!}}Audit reports|pageNext=IR:All incidents{{!}}Incident reports}}

RM:All risks

2024-02-09T13:20:03Z

PGueler:

{{ContentNav|homelink=Integrated Management System|hometext=2|pagePrevious=IMS:Audit reports{{!}}Audit reports|pageNext=IR:All incidents{{!}}Incident reports}}
=All risks=
{{#forminput:form=RiskRegistry|button text=New risk entry|size=30|query string=namespace=}}</div>

{{Risk registry}}

{{ContentNav|homelink=Integrated Management System|hometext=2|pagePrevious=IMS:Audit reports{{!}}Audit reports|pageNext=IR:All incidents{{!}}Incident reports}}

All risks

2024-02-09T13:18:48Z

PGueler:

{{#forminput:form=RiskRegistry|button text=Add new risk|query string=namespace=}}

{{Risk registry}}

IMS:Sales process

2024-02-09T13:17:47Z

PGueler:

{{IMS Process
|documentNumber=P-V01
|roles=Sales Agent
|scope=Sales
|standardSpecification=ISO 9001:2015
|ISO9001=4.4 Quality management system and its processes
|owner=User:Parnoux
|validFrom=2021-11-30
|validUntil=2022-12-31
|auditDue=2022-09-30
}}
==Purpose / goals==
A standardized sales process allows our employees to work more efficiently and helps them to perfect their sales techniques. It must be used in parallel with the acquisition strategy. This is important for both customer satisfaction and lead conversion. In addition, the sales process allows the sales team to work more consistently as it structures their operations better. The goal of the sales process is higher completion rates, better customer loyalty and, ultimately, an increase in sales.
==Predecessor==

* Marketing process
==Recipient==

* Project management process
==Process steps==
{| class="wikitable" style="width:100%;"
|+R=Responsible party; P= Participants in the process
!Input<br />(resources)!! style="width:55%;" |Steps
!Work instruction!!Output<br />(deliverables)!!R!!P
|-
|Contact info ||'''01-Contact initiation'''
|<span style="color: rgb(37, 37, 37)">Lead-Qualifizierung</span>||<span style="color: rgb(37, 37, 37)">Doku in Odoo</span>||Sales Agent||Intersted party
|-
|Results from initial contact ||'''02-Lead qualification'''
|<span style="color: rgb(37, 37, 37)">Lead-Qualifizierung</span>||<span style="color: rgb(37, 37, 37)">Doku in Odoo</span>||Sales Agent||Intersted party
|-
|Results from lead qualification ||'''03-Needs analysis'''
|<span style="color: rgb(37, 37, 37)">Lead-Qualifizierung</span>||<span style="color: rgb(37, 37, 37)">Doku in Odoo</span>||Sales Agent||Intersted party
|-
|Results from needs analysis ||'''04-Produkt presentation'''
|<span style="color: rgb(37, 37, 37)">Lead-Qualifizierung</span>||<span style="color: rgb(37, 37, 37)">Doku in Odoo</span>||Sales Agent||Intersted party, HW-Support
|-
|Results from needs analysis ||'''05-Cost estimate'''
|<span style="color: rgb(37, 37, 37)">Making an offer</span>||Offer letter||Sales Agent||Intersted party
|-
|Results from needs analysis ||'''06-Contract negotiation'''
| || ||Sales Agent||Intersted party, Sales manager
|-
|
|
|
|
|
|
|}

==Process diagrams==
<center><bs:drawio filename="Drawio/Sales-process" /></center>
<br /><br />
<span class="mw-customtoggle-myDivision"><big><span class="bi bi-diagram-2-fill"></span> '''Show flowchart'''</big></span>

<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-myDivision">
<center><bs:drawio filename="Drawio/Sales-Flowchart" /></center>
</div>

==Performance indicators==
The statistics for the following performance indicators are created in ''Odoo'' and evaluated every six months.

* Sales growth
* Sales target
* Customer acquisition costs
* Sales cycle length
* Lead conversion ratio (leads per sale)
* Number of sales opportunities (potential order value)
* Upsell and cross-sell rate

==Risks==

# Performance risk: The contractually stipulated services cannot be delivered
# Cost risk: underestimation of development costs

==Resources==

===Equipment ===

* Phone
* Email
* Odoo
* Demo system
* Eval system

===Personnel / Qualifications===

# Sales agent
# Sales manager
==Supporting documents==
''Which documents are related to this process (policies, guidelines, checklist templates, ...) ?''

== Records ==
''Any observations or reports that confirm the effectiveness of this process (completed checklists, meeting minutes, interviews, ...).''
<br />

IMS:Role definitions/Executive Manager

2024-02-09T13:16:32Z

PGueler:

{{IMS Role
|roleowner=Janusz Čaplo
|roledescription=The management represents the company in and out of court.
}}
==Responsibilities==
''List of individual responsibilities that are assigned to this role within the organization.''
{| class="wikitable" style="width:100%;"
!'''Topic'''!!'''Responsibilities'''
|-
|<span style="color: rgb(34, 34, 34)">Legal transactions and insolvency</span>||
* Timely registration of a bankruptcy
|-
|Convening of and participation in shareholders' meetings
|
* Preparation of the financial statements
|-
|Controlling
|
* Collection of information on all relevant and economic circumstances
|-
|<span style="color: rgb(34, 34, 34)">Taxes and accounting</span>
|
* Submit monthly income tax and VAT advance filing
* Ensure and monitor proper bookkeeping and accounting
|-
|<span style="color: rgb(34, 34, 34)">Social security</span>
|
* Make sure that the company complies with their obligations to the social security institutions
* Registration of employees at the professional association
|}

==Authorities==

# Personnel authorization
# Granting of power of attorney

== Deputy manager ==
If the executive manager is unavailable to assume these responsibilities, a deputy manager is appointed. The exact process is set out in the articles of association.

==Related pages==
https://en.wikipedia.org/wiki/Senior_management

Relocation of IT Staff

2024-02-09T13:15:24Z

PGueler:

{{ContentNav|homelink=Integrated Management System|hometext=2|pagePrevious=Process map{{!}}Process Map|pageNext=Minutes{{!}}Minutes}}
When relocating the workstation of an employee (e.g., office transfer or change of department), the respective team leaders coordinate the move and agree on a relocation date.

The process can easily be visualized in a [[wikipedia:Business_Process_Model_and_Notation|BPMN]] diagram.

<bpmn name="relocation-IT-staff" />

<span><span /><br /></span>

{{ContentNav|homelink=Integrated Management System|hometext=2|pagePrevious=Process map{{!}}Process Map|pageNext=Minutes{{!}}Minutes}}
[[Category:Process description]]

Travel reimbursement

2024-02-09T13:13:31Z

PGueler:

<bs:uenoexport>{{ContentNav|homelink=Knowledge Base|hometext=1|pagePrevious=ChatBot introduction{{!}}Status report}}</bs:uenoexport>
<div class="databox">
<div class="tbl">
{|
|-
!Owner / assigned to:
|Accounting
|-
!Scope:
|Company-wide
|-
!Approver:
|<span style="color: rgb(37, 37, 37)">Niklas Pavlika (Head of Finances)</span>
|-
!
|
|}
</div>
<div class="tbl">
{|
|-
!Status:
|Effective
|-
!Valid from - to:
|01/27/2023 -
|-
!
|
|}
</div>
</div>
==Purpose==
This policy regulate the reimbursement of travel expenses for employees on business trips in Germany and abroad.

==Provisions==
All employees at the company headquarters, in the branch offices or employees at remote workplaces submit their applications for reimbursement of travel expenses, advance payments and their travel expenses and material costs via the portal https://reimbursement.mycompany.com.

Every employee receives their personal user access to this portal after applying via the HR department.

==Rules==

=== Business trips ===
A business trip carried out on behalf of the employer must be approved electronically by a supervisor before the trip begins and costs are incurred. Excluded from this are business trips within the place of work or residence and daily appointments of less than eight hours within a federal state (field trips, errands).

=== Entitlement to travel allowance ===
In principle, travel expense reports should be submitted as soon as possible, but no later than three months after the end of the business trip. Six months after the end of the business trip, the entitlement to reimbursement of travel expenses expires. In the case of trips abroad, a travel plan must also be attached to the business trip application and a travel report to the travel expense report.

=== Travel and flight reimbursement ===
The following rules apply:

* When traveling by '''public transport''', the necessary costs of the lowest class will be reimbursed. The travel expenses include also the expenses for surcharges and surcharges for trains and reservation fees. The costs of a Bahncard are reimbursed proportionately up to the amount of the purchase price, as they lead to savings in the case of business trips.
* The costs for the '''taxi and rental car''' will only be reimbursed in justified cases. Justified cases are:
** The main means of transport or the apartment cannot be reached in any other way,
** the place of business cannot be reached otherwise or on time,
** the state of health of the employee makes this necessary,
** the journey must take place between 11 p.m. and 6 a.m.,
** there is a concrete danger to the employee,
** heavy or bulky luggage must be carried.

* '''Parking fees''' are reimbursed up to €12 per day.

* '''Flight costs''' will only be reimbursed if there are business reasons (due to appointments) or economic reasons (time and cost savings) and in the amount of economy class. Approval for the flight and the assumption of costs must be obtained from the supervisor before the start of the business trip together with the business trip application. Bonus miles earned for work may only be used for work.

=== Overnight stays ===
Accommodation costs that cannot be proven with receipts are to be reimbursed at a flat rate of €50 per night. If the accommodation costs are higher, they will be reimbursed insofar as they were unavoidable and reasonable. An overnight stay of up to €120 is usually considered reasonable. Costs for overnight stays that exceed the maximum amount of €120 will only be reimbursed if there is a justified exceptional situation (trade fairs) and the supervisor has approved the assumption of costs before the start of the business trip together with the business trip application.
==Roles and responsibilities==
Roles and responsibilities related to this policy
{| class="wikitable" style="width:100%;"
!'''Role'''
!'''Currently assigned'''
!'''Responsibility'''
!Supporting documents
|-
|Head of Finances
|<span style="color: rgb(37, 37, 37)">Niklas Pavlika</span>
|Review the accuracy of the policy
|n/a
|-
|Financial accountant
|<span style="color: rgb(37, 37, 37)">Tina Rimbaud</span>
|Processing of travel expenses and material costs
|n/a
|-
|Head of HR
|Monique Reed
|Grant access to the billing portal
|n/a
|-
|Direct manager (team or department lead)
|accordingly
|Approve trips
|n/a
|}

==Definitions==
Definition of key terms in this guideline:

* '''Travel costs:''' All costs that arise in connection with a trip, such as transport costs (travel costs by car, train, plane or ship), accommodation costs, additional meal expenses and ancillary travel costs.
* '''Material costs:''' Costs that cannot be assigned directly to an order, with the exception of salaries and ancillary salary costs. Here, for example: additional room costs, insurance or repairs.
[[Category:Personnel]]
[[Category:Policy]]

<bs:uenoexport>{{ContentNav|homelink=Knowledge Base|hometext=1|pagePrevious=ChatBot introduction{{!}}Status report}}</bs:uenoexport>

User:PGueler

2024-02-09T13:10:16Z

PGueler: create user page