【文章內(nèi)容簡介】 LE8 Copyright IBM Corporation 2023 業(yè)務(wù)目標(biāo)與流程的映射 維度和屬性 ? 矩陣的行相應(yīng)的目標(biāo)（選擇未來分解為目的和 /或典型的影響（成本 /收入 /風(fēng)險(xiǎn)）） ? 列是相應(yīng)的流程（未來分解的性能考量（如：成本 /收入 /風(fēng)險(xiǎn)）） ? 記錄每個(gè)目標(biāo)可能的經(jīng)濟(jì)作用 ? 矩陣內(nèi)的每個(gè)單元分配業(yè)務(wù)流程對于業(yè)務(wù)目標(biāo)的總的可能的經(jīng)濟(jì)作用分配份額 ? 闡明經(jīng)濟(jì)作用的分配份額，描述目標(biāo)和流程之間聯(lián)系的業(yè)務(wù)設(shè)想將增加到單元里。 Objective 1 Objective ‘n’ Total $ Cost Revenue Risk $ 份額 設(shè)想 Total $ Total $ Total $ Total $ Total $ $? $? $? $? $? $? $? $? $? Total $ Cost Revenue Risk Total $x+y+z $x $y $z b% of y c% of z a% of x yb% of y cc% of z xa% of x Total $ $x or… optional detail EXAMPLE9 Copyright IBM Corporation 2023 The Value Chain Planning Analysis Refinement Execution and (S)TP Monitor and Manage Business Administration Marketing Asset Mgmt Product Development Sales Channel Management New Business Customer Service Contract Administration Finance Business Activity Level 活動(dòng)矩陣 維度和屬性 ? 有代表性的價(jià)值鏈的 712個(gè)階段提供決議 ? 現(xiàn)有的組織結(jié)構(gòu)不必反映在業(yè)務(wù)階段（是業(yè)務(wù)的邏輯視角不是物理視角）的定義內(nèi)。 ? 每個(gè)階段的精確的定義是很重要的 ，有利于活動(dòng)在矩陣內(nèi)的定位。 ? 矩陣內(nèi)行的 定義，確定活動(dòng)所在的層次。 EXAMPLE10 Copyright IBM Corporation 2023 活動(dòng)模板和活動(dòng)在矩陣中的定位 維度和屬性 ? 完整的活動(dòng)模板可能定義 150350個(gè)業(yè)務(wù)活動(dòng) Capture intermediary info. Track licenses Assign intermediary code Setup workstation Provide forms, marketing material illustrations Maintain BD/Advisor directory information Score BD/Advisor Maintain pensation contracts and agreements Rationalize product portfolio Track product feature utilization Ensure ongoing pliance status Monitor product performance (post launch) 價(jià)值鏈 戰(zhàn)略 執(zhí)行 管理 業(yè)務(wù)管理 市場 資產(chǎn)管理 產(chǎn)品開發(fā) 銷售渠道 管理 新業(yè)務(wù) Customer Service Contract Administration Finance 業(yè)務(wù)活動(dòng)的級別 識別競爭者 收集競爭者信息 分析競爭者數(shù)據(jù) 確定市場理解力 創(chuàng)建產(chǎn)品戰(zhàn)略 規(guī)劃產(chǎn)品上市時(shí)間 分析產(chǎn)品的業(yè)績 評估市場份額 統(tǒng)計(jì)分析 規(guī)劃市場 片 確定目標(biāo)市場 規(guī)劃活動(dòng)戰(zhàn)略 規(guī)劃招聘活動(dòng) 規(guī)劃提升戰(zhàn)略 預(yù)測費(fèi)用需求和制定預(yù)算戰(zhàn)略 選擇供應(yīng)商 Plan service resources Identify training needs Develop business cost model Identify service standards Refine contract servicing approaches Track customer service delivery to SLA’s Develop business cost models Plan processing capacity and analyse volumes/ efficiency Analyze and refine contract administration approaches Track contract administration delivery to SLA’s 規(guī)劃新的業(yè)務(wù)資源 制定新業(yè)務(wù)的成本模型 跟蹤新業(yè)務(wù)服務(wù)級別協(xié)議的交付 Plan reserve requirements Develop reinsurance strategy Develop investment management strategy Accounting strategy Develop budgets 規(guī)劃業(yè)務(wù)戰(zhàn)略 Monitor partner funds performance Drop/ add new funds Capture 21b1 fee information maintain relationship with fund mgrs. Manage partner relationships Track campaign effectiveness Track industry petitive campaigns Design and plan campaigns Recalibrate campaigns based on results Design and plan promotions Forecast effectiveness Analyze intermediary feedback Adjust missions Report sales Report missions Monitor for pliance/ suitability Manage partners Respond to SEC audit Conduct agency audits Provide field office operational support Perform reconciliation reporting Track surrenders Process servicing exceptions Process servicing corrections Process new business exceptions Resolve NIGOs Track gain/loss QA transactions Resolve underwriting issues Monitor 1035 Status Perform suitability audit Perform a QA audit Reverse missions Manage call center resources Perform service quality audits Perform “voice of customer” survey Forecast call volume Track call types Track issue types Resolve financial corrections Resolve financial exceptions 12b1 fee recapture Calculate valuation Reconcile claims with reinsurance Manage reinsurance partners Generate GL postings Perform cash flow test Monitor reserves Manage funds 制定資源模型 資源招聘 制定激勵(lì)機(jī)制 確定利益 補(bǔ)償范圍 制定激勵(lì)方法 維持管理和經(jīng)營過程 Generate idea Design product features Produce illustrations Launch product Develop marketing materials Implements state specific product variations Retire products initiate state filing for product Initiate SEC filing for product Initiate NASD filing for sales materials Scrub lists Perform telemarketing Maintain lists Exclude opouts Conduct seminars Maintain endcustomer contact Manage schedule Scrub customer business information Develop customer specific illustrations Submit new business Determine suitability Capture responses Develop and design changes to marketing correspondence Execute full launch of a direct/solicited campaign Solicit intermediary feedback Determine suitability Apply cash with app Perform actuarial assessment Determine contract/policy level pricing Submit amount due financials Capture new applications Submit paperwork for imaging and archiving Capture 1035s and initial payment information Execute underwriting for Life Handle NIGOs Handle Inquiries Capture servicing requests Escalate problems/ plaints Record contact Capture claim information Explain product features Refer advisor/intermediary Deliver billing information and statement Collate munication Determine customer satisfaction Submit payouts Escalate claim cases Process claims/ disbursements Calculate payout option Tax,SEC, Statutory rpting Individual rpting1099/5498 Perform NASD filing Perform state filing Process 1035 Requests Process ining payments Process withdrawal requests Process loan requests Process annuitization requests Consolidate orders Perform trading Reconcile balances Manage funds Develop and maintain curricula Conduct training Perform preventive law pgms Manage outside counsel Protect intellectual property Review contracts Review product concepts Conduct litigation Calculate variable p and m