Functional analysis

SANJUANITA HERNANDEZ SERRATO

FLORES MORENO DULCE ROSARIO
1. The capacity of each employee should be distributed to at least one process

GERONIMO ROSALDO GONZALEZ

MIGUEL ANGEL PUGA ESQUIVEL

MARTIN RENE REYES MARTINEZ
MONTOYA MENDOZA SERGIO

LOURDES ESCOBEDO GARCIA

JOSE ANTONIO RODRIGUEZ

LUCERO ESPARZA GUEVARA

FRANCISCO GALILEO LOERA

2. The smallest distribution unit is 5% (0,05)

JULIO ARMANDO DE LEON

MADERO ORTIZ ESTEFANIA
<<<< Sum Headcount

GUSTAVO OZIEL DE LEON

JOSE ULISES CONTRERAS
HERNANDEZ VITE DIANA

ERIK FRANCISCO LOPEZ

MONICA CUEVAS LOPEZ

FIDEL HUERTA TREVIÑO

DANIEL GARCIA IBARRA

3. Maximum 100% (1,00) can be distributed

ALFREDO JIMENEZ
<<<< Sum FTE

REYES GERARDO

HERNANDEZ
HINOJOSA

VAZQUEZ
AARON
Comment >>>>

to distribute >>>> 18.00 18.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
Already distributed >>>> 18.00 18.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
Difference >>>> 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
01. General tasks, that are not assignable to any E2E process
01.01. General management tasks (Strategy development, leadership, recruiting, networking)
1 0.05 0 0 0.05 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
01.01.01. Execution of general management tasks 1 0.05 0.05
01.02. General administrative tasks 2 0.1 0 0.05 0.05 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
01.02.01. Execution of general administrative tasks 2 0.1 0.05 0.05
01.03. Reporting outside of Finance/Controlling departments 1 0.05 0 0 0.05 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
01.03.01. Automated standard reporting 0 0
01.03.02. Manual standard reporting 1 0.05 0.05
01.03.03. Ad-hoc reporting (manual) 0 0
01.04. IT-Processes 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
01.04.01. Planning and management 0 0
01.04.02. Implementation and projects 0 0
01.04.03. Ongoing operations and support 0 0
01.04.04. Further development IT 0 0
01.05. ERP-System 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
01.05.01. Planning and management 0 0
01.05.02. Implementation and projects 0 0
01.05.03. Support ERP System 0 0
01.06. Safety, environment and works council topics 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
01.06.01. security issues 0 0
01.06.02. environmental issues 0 0
01.06.03. council issues 0 0
01.07. Facility and infrastructure management 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
01.07.01. Facility and infrastructure management 0 0
01.08. Other tasks that are not relevant for E2E processes 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
01.08.01. Execution of other tasks that are not relevant for E2E processes 0 0
02. Purchase to Pay
02.01. Define Strategy according to demands 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
02.01.01. Assessment, Identification & Bundling of demand/material requiements (from location to SAG
group level) 0 0
02.01.02. Set Purchasing/Procurement targets according to company strategy 0 0
02.01.03. Develop/Define strategy for each category 0 0
02.01.04.  Develop and execute cost out measures 0 0
02.01.05. Define and perform purchase controlling 0 0
02.02. Demand planning 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
02.02.01. Alignment of demands (Sales, Logistics / Dispo / Production) 0 0
02.02.02. Provide supplier forecast data (rolling forecast) 0 0
02.02.03. Hedging / Activities to secure price stability for material 0 0
02.03. Purchasing process - (other then call offs) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
02.03.01. Create purchase requisitions 0 0
02.03.02. Analysis/edit/ approve purchasing requisitions 0 0
02.03.03. Analysis & Check supplier market & Material availability 0 0
02.03.04. Obtaining confidentiality and/or development agreement 0 0
02.03.05. Analysis & agree material requirements/specification with requestor (& supplier)
0 0
02.03.06. Send out RfQ to selected suppliers 0 0
02.03.07. Perform supplier offer comparison and negotiation 0 0
02.03.08. If required: prepare "Make or Buy" decision 0 0
02.03.09. Define Sourcing Strategy and award decision for each requested Material 0 0
02.03.10. Setting up master data of material in ERP-System 0 0
02.03.11. Create and submit purchase order to supplier (directly with existing frame or volume contracts)
0 0
02.03.12. (check) Order confirmation from supplier 0 0
02.03.13. Follow-up of orders (ensure that orders are delivered on time by suppliers) 0 0
02.04. Purchasing process - Call Offs 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
02.04.01. Create purchase requisitions 0 0
02.04.02. Analysis/edit/ approve purchasing requisitions 0 0
02.04.03. Create and submit purchase order to supplier (directly with existing frame or volume contracts)
0 0
02.04.04. (check) Order confirmation from supplier 0 0
02.04.05. Follow-up of orders (ensure that orders are delivered on time by suppliers) 0 0
02.05. Incoming Goods receipt process 1 0.05 0 0 0 0.05 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.05
02.05.01. Check if delivery is consistent/correct with the order in terms of quality/quantitiy 1 0.05 0.05 0.05
02.05.02. Incoming goods are to be booked in the ERP-System 0 0
02.06. Invoice Handling Process 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
02.06.01. Invoice income process & first check of invoices 0 0
02.06.02. Internal process of invoices (if deviation) 0 0
02.06.03. Enter an incoming invoice 0 0
02.06.04. Clearance of payments 0 0
02.07. Administrate/ provide Masterdata in ERP (ongoing process) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
02.07.01. Administrate/ maintain purchasing relevant data in ERP 0 0
02.07.02. Administrate/ maintain procurement logistics relevant data in ERP System 0 0
02.07.03. Administrate/ maintain accounting/ supplier relevant data in ERP System 0 0
02.08. Supplier Management 14 0.7 0 0.2 0.15 0.05 0.3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
02.08.01. Supplier Onboarding (registration and sellf-assesment by suppliers) & selecting 2 0.1 0.05 0.05
02.08.02. Supplier Initial audit, supplier qualification & approval process 2 0.1 0.05 0.05
02.08.03. Initial sample order 0 0
02.08.04. Release for serial production 0 0
02.08.05. Supplier Evaluation/ Supplier Assesment 2 0.1 0.05 0.05
02.08.06. Supplier claim managment 4 0.2 0.05 0.05 0.05 0.05
02.08.07. Supplier Development (active/passive, positive development and also supplier improvement)
2 0.1 0.05 0.05
02.08.08. Supplier Audit Process 2 0.1 0.05 0.05
02.08.09. Supplier Risk Management 0 0
02.08.10. Supplier Phase out (if necessary) 0 0
03. Forecast to fulfill
03.01. Long-term and mid-term planning (demand forecast) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.01.01. Analysis EDI forecast (OEM customer) 0 0
03.01.02. Analysis Manual forecast (Other customers) 0 0
03.01.03. Montly Program Preparation 0 0
03.01.04. Program Decsion Meeting (set forecast & production line) 0 0
03.01.05. Update ERP-system 0 0
03.02. Short term planning (capacity, manning, material and Inventory strategy) 1 0.05 0 0 0.05 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.02.01. Monitoring KPI - Strategy decision 1 0.05 0.05
03.02.02. Material clearance (material,capacity,manning) 0 0
03.02.03. Update and freeze Manf Order Proposal ERP (short term) 0 0
03.02.04. Create Supplier Forecast 0 0
03.03. Receive orders of products 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.03.01. EDI orders (OEM) 0 0
03.03.02. Manual Customer orders - update ERP status (other customers, IC,Project orders) 0 0
03.03.03. Send Order confirmation customer (not Edi orders) 0 0
03.03.04. Release Manf Orders and Lego operations ERP-system 0 0
03.04. Production order (work, material) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.04.01. Prepare Detailed Production planning (prodction line, time line) 0 0
03.04.02. Call off material (delivery schedule, purchase order, re-planning, order confirm, follow up)
0 0
03.04.03. Follow up - Replan (material/production) 0 0
03.04.04. Call off packaging material (rack, supplier packaging, etc) 0 0
03.05. Goods Reception 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.1
03.05.01. Material planning (sheets & parts, make & buy) 0 0
03.05.02. Material call off (sheets & [arts) 0 0
03.05.03. Unload delivery and visual control (damage, PO,PartNo, QTY, etc) 0 0
03.05.04. Material Certificate validation 0 0 0.05
03.05.05. Quality Inspection (dimension and visual bu Q-dept) 0 0 0.05
03.05.06. Goods receiving report ERP (P/O, P/N, QTY, Batch No, Date, etc) 0 0
03.05.07. Put Material To Stock (Print label, transport to stock loaction) 0 0
03.06. Inventory Management 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.06.01. Stock taking 0 0
03.06.02. Stock monitoring 0 0
03.06.03. Kit handling for production (porject orders and small batches) 0 0
03.06.04. Material feed to production (ex baffle, endplates, etc) 0 0
03.06.05. Packaging handling (pallets, racks, plastic boxes, etc) 0 0
03.06.06. Replenishing with Logistic Center (complete tanks 0 0
03.07. Realize production orders (production, assembly, mounting) 46 7.3 0.1 0 0.05 0.15 0.15 0.4 0.4 0.55 0.55 0.55 0.55 0.55 0.55 0.55 0.55 0.55 0.55 0.55 0.55 0.55 0.5
03.07.01. Production clearance (correct material, machine, manning, drawings, bom) 13 0.65 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05
03.07.02. Start manf. order in ERP 0 0
03.07.03. Start production operation 0 0
03.07.04. Quality Inspection 16 3.6 0.05 0.05 0.05 0.35 0.35 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.4
03.07.05. Batch No marking 0 0
03.07.06. Production report ERP (actual operation pcs, scrap, serial number, etc) 17 3.05 0.05 0.05 0.05 0.05 0.05 0.05 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.05
03.07.07. Deliver batch to stock/next operation 0 0
03.07.08. Update production schedule (recheck) 0 0
03.08. Final check (process control) 21 2.55 0.15 0.1 0 0.1 0.1 0.5 0.5 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.25
03.08.01. Quality Inspection 17 2.3 0.05 0.05 0.05 0.05 0.5 0.5 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.25
03.08.02. Production Data Control (process control) 4 0.25 0.1 0.05 0.05 0.05
03.09. Outbound/delivery 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.09.01. Delivery Date Tracking (daily meeting) 0 0
03.09.02. Material clearance (allocate parts, packaging, customer order) 0 0
03.09.03. Create Packaging/Sequence list (different systems wihtin OEM customer) 0 0
03.09.04. Sequencing (pick parts to defined packaging/rack) 0 0
03.09.05. Sequencing data control (correct part, pcs, sequence no, chassi no, etc) 0 0
03.09.06. Report pick operation in ERP 0 0
03.09.07. Prepare Dispatch (transport booking, documents, packging reporting, customs handling)
0 0
03.09.08. Delivery (loading) 0 0
03.09.09. Report Dispatch in ERP (Withdrawl, Desadv (man/EDI),Packaging report,storage) 0 0
03.09.10. Send Invoice to customer 0 0
03.10. Post calculation / +- List 3 0.15 0 0 0.1 0 0.05 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.10.01. Stock development 0 0
03.10.02. Safety calculation (IDE+BAAN) 0 0
03.10.03. Supplier score Card 1 0.05 0.05
03.10.04. Production Follow up (actual vs plan) 0 0
03.10.05. KPI follow up 1 0.05 0.05
03.10.06. Follow up meeting - Strategy decision 1 0.05 0.05
03.11. Post calculation / +- List 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.11.01. Set yearly maintainace plan (strategy) 0 0
03.11.02. Sync with production plan 0 0
03.11.03. Set operation window 0 0
03.11.04. Prepare maintaince 0 0
03.12. General Quality Management 11 0.55 0.05 0.2 0.1 0.1 0.1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.12.01. Auditing 4 0.2 0.05 0.05 0.05 0.05
03.12.02. QM system maintenance 1 0.05 0.05
03.12.03. Document management 1 0.05 0.05
03.12.04. Qualtiy Controlling 5 0.25 0.05 0.05 0.05 0.05 0.05
03.13. Complaints management 9 0.45 0.05 0.15 0.15 0.05 0.05 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.13.01. Management of customer complaints 4 0.2 0.05 0.05 0.05 0.05
03.13.02. Management of supplier complaints 3 0.15 0.05 0.05 0.05
03.13.03. Management of internal complaints 2 0.1 0.05 0.05
03.14. Product Quality Agreement 48 5.4 0.5 0.2 0.15 0.25 0.25 0.1 0.1 0.35 0.35 0.35 0.35 0.35 0.35 0.35 0.35 0.35 0.35 0.35 0.35 0.35 0.1
03.14.01. Quality assurance as part of the production processes 4 0.25 0.1 0.05 0.05 0.05
03.14.02. Special Product Caracteristics 18 2.6 0.1 0.05 0.05 0.05 0.05 0.05 0.05 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.05
03.14.03. Failure analysis and capability tests 4 0.2 0.05 0.05 0.05 0.05
03.14.04. Supervision of series starts and projects 1 0.05 0.05
03.14.05. Process monitoring 4 0.25 0.1 0.05 0.05 0.05
03.14.06. Q-Project Management 1 0.1 0.1
03.14.07. product audits 16 1.95 0.1 0.05 0.05 0.05 0.05 0.15 0.15 0.15 0.15 0.15 0.15 0.15 0.15 0.15 0.15 0.15 0.15 0.15 0.05
03.14.08. Securing welding processes 0 0
03.15. Measurement / laboratory 4 0.2 0 0 0.05 0.15 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.15.01. General measurement tasks (series) 2 0.1 0.05 0.05
03.15.02. Product Approvals 1 0.05 0.05
03.15.03. test equipment 1 0.05 0.05
03.16. Technology / Maintenance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.16.01. Internal Engineering 0 0
03.16.02. Machine design and selection 0 0
03.16.03. maintenance 0 0
04. Order to Cash 0 0
04.01. Contract and price management 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.01.01. Create new merchant agreement (incl. NDA, GTC, LTA) 0 0
04.01.02. Customer data management in customer base 0 0
04.01.03. Deposit discount arrangement 0 0
04.02. Market analysis 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.02.01. Market Potential Analysis 0 0
04.02.02. Client Potential Analysis 0 0
04.02.03. Competitor Analysis 0 0
04.03. Sales planning Forecast 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.03.01. Prepare trend monitoring 0 0
04.03.02. Conduct trend monitoring 0 0
04.03.03. Budget Sales Planning 0 0
04.04. Pre-Sales 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.04.01. Visit planning 0 0
04.04.02. Visit preparation 0 0
04.04.03. client visit 0 0
04.04.04. Create client request 0 0
04.04.05. Feasibility Analysis 0 0
04.04.06. Price calculation 0 0
04.05. Inquiring Quotation 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.05.01. Quotation Serial Order 0 0
04.05.02. Quotation Single Order 0 0
04.05.03. Quotation R&D Projectorder 0 0
04.06. Order-Mgmt. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.06.01. Serial Client Order Registration 0 0
04.06.02. Single Client Order Registration 0 0
04.06.03. R&D Client Order Registration 0 0
04.07. Change Management 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.07.01. Changes during order process 0 0
04.07.02. Changes before start of production 0 0
04.07.03. Changes after start of production 0 0
04.08. Transport 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.08.01. Packing preparations 0 0
04.08.02. Delivery preparations 0 0
04.09. Outgoing invoice/ credit balance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.09.01. Enter an outgoing invoice 0 0
04.09.02. Enter a credit balance 0 0
04.09.03. Create down payment request 0 0
04.09.04. Create advance payment request 0 0
04.09.05. Create documentary business (letter of credit etc.) 0 0
04.10. Receivables Mgmt 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.10.01. Account maintenance 0 0
04.10.02. Default action/dunning 0 0
04.10.03. Collection 0 0
04.10.04. Creditmanagement /-limit 0 0
04.10.05. Credit report 0 0
04.11. Processing complaints 8 0.4 0.15 0.1 0.05 0.1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.11.01. Documentation customer complaint 3 0.15 0.05 0.05 0.05
04.11.02. Complaint Analysis 3 0.15 0.05 0.05 0.05
04.11.03. Complaint Execution (Credit Note, Delivery new parts, Overworking) 2 0.1 0.05 0.05
05. R&D
05.01. Innovation 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
05.01.01. Strategy & Roadmap 0 0
05.01.02. Preparation of Innovation Projects according to roadmap 0 0
05.02. Technical Offer Preparation 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
05.02.01. Customer requirements/specification 0 0
05.02.02. Design 0 0
05.02.03. Standard Cost calculation 0 0
05.02.04. Technical support 0 0
05.03. Engineering Change Management 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
05.03.01. Customer requirements/specification 0 0
05.03.02. Design changes 0 0
05.03.03. Standard Cost calculation 0 0
05.03.04. Technical support 0 0
05.04. Serial Product and Process Development 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
05.04.01. Product backlog definition 0 0
05.04.02. Sprints, Reviews and Retros 0 0
05.04.03. Prototyping & Testing 0 0
05.04.04. Industrialization 0 0
05.05. Product Management 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
05.05.01. Product roadmaps and product lifecycle management 0 0
05.05.02. Market and competitor intelligence, focus on technology 0 0
05.05.03. Product benchmarking 0 0
05.05.04. Technical support and training 0 0
05.05.05. Production process change management 0 0
06. Record to Report
06.01. FI/CO/TR Strategy development 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.01.01. Development of FiCo strategy, planning concepts and KPIs 0 0
06.02. Planning 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.02.01. Validation, processing and structuring of data for planning purposes 0 0
06.02.02. Consolidation of datasets for planning purposes 0 0
06.02.03. Analysis and content preparation for group planning purposes 0 0
06.02.04. Analysis and content preparation for local planning purposes 0 0
06.03. Accounting & Closing 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.03.01. Validation, processing and structuring of data for accounting & closing purposes
0 0
06.03.02. Consolidation of datasets for accounting & closing purposes 0 0
06.04. Reporting 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.04.01. Automated standard reporting 0 0
06.04.02. Analysis and content preparation for monthly group reporting purposes 0 0
06.04.03. Analysis and content preparation for monthly local reporting purposes 0 0
06.04.04. Analysis and content preparation for ad-hoc reporting purposes 0 0
06.05. Risk Management 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.05.01. Hedging & FX-Management 0 0
06.05.02. Insurance Risk Management 0 0
06.05.03. Enterprise Risk Management 0 0
06.06. Financing 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.06.01. Planning of financing needs 0 0
06.06.02. Bank negotiations 0 0
06.06.03. Bank relationship management 0 0
06.06.04. Financing administration (covenant monitoring, steering of credit lines) 0 0
06.06.05. Cash Management 0 0
06.07. Invoice Handling Process 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.07.01. Invoice income process & first check of invoices 0 0
06.07.02. Internal process of invoices (if deviation) 0 0
06.07.03. Enter an incoming invoice 0 0
06.07.04. Clearance of payments 0 0
06.08. Outgoing invoice/ credit balance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.08.01. Enter an outgoing invoice 0 0
06.08.02. Enter a credit balance 0 0
06.08.03. Create down payment request 0 0
06.08.04. Create advance payment request 0 0
06.08.05. Create documentary business (letter of credit etc.) 0 0
06.09. Receivables Mgmt 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.09.01. Account maintenance 0 0
06.09.02. Default action/dunning 0 0
06.09.03. Collection 0 0
06.09.04. Creditmanagement /-limit 0 0
06.09.05. Credit report 0 0
06.09.06. Factoring 0 0
06.10. Tax Management 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.10.01. Define tax strategy 0 0
06.10.02. Tax accounting 0 0
06.10.03. Tax reporting 0 0
06.10.04. Tax audit & litigation 0 0
06.10.05. Tax advisory 0 0
06.11. Asset Accounting and investment management 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.11.01. Asset Accounting 0 0
06.11.02. Analysis and content preparation for Investment Management/CAPEX
0 0
06.12. Costing & IC Pricing 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.12.01. Set up hourly rates 0 0
06.12.02. Set up surcharge rates 0 0
06.12.03. Set up of IC-Charging rates 0 0
06.12.04. Invoicing, offsetting and balancing of IC-Accounts 0 0
06.12.05. Documentation of IC-relationships 0 0
06.13. Masterdata maintenance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.13.01. Maintenance of masterdata 0 0
06.14. Governance, compliance and control systems (audits) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.14.01. Conduction of governance and compliance processes and control systems 0 0
06.15. Employee training in FiCo 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.15.01. Conduction of employee traning in FiCo 0 0
07. Hr
07.01. HR Strategy 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
07.01.01. Define & communicate HR strategy together with MDs and the board 0 0
07.01.02. Implement and monitor HR strategy 0 0
07.01.03. Leonardo People 0 0
07.02. Organizational development 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
07.02.01. Facilitate organizational change 0 0
07.02.02. Develop SAG culture 0 0
07.02.03. Support M&A integration 0 0
07.03. Communication & Engagement Mgmt. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
07.03.01. Help define internal communication strategy & measures
0 0
07.03.02. Conduct employee surveys, evaluation, course of action
0 0
07.03.03. Contact for management and staff in all matters 0 0
07.03.04. Conflictmanagement, De-escalation between the staff 0 0
07.03.05. News Sharepoint, staff information 0 0
07.04. Employer Branding / HR Marketing / Motivation 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
 Functional analysis

Tania Cecilia Romero Godínez

1. The capacity of each employee should be distributed to at least one process

Mayra Ivett Albarrán Martínez

Sabas Hilario Izquierdo Gonzalez

Pablo Pedro Ortega Fragoso

Raúl Hernández Hernández

Miriam Hernández Aguilar

Maricela Tepole Tzoyohua

Diana Perla Cuevas Juárez

Javier Hernández Bolaños

Rodrigo Sandoval Muñoz
Adrian Morales Escobar

Gerardo García Rangel 

Carlos Gutierrez García
Marino Castillo Paz
2. The smallest distribution unit is 5% (0,05)

Eliasib Reyes Lino

<<<< Sum Headcount
3. Maximum 100% (1,00) can be distributed

Juan Manuel Neri

<<<< Sum FTE
Comment >>>>

1 to distribute >>>> 16.00 16.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
Already distributed >>>> 14.00 15.89 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Difference >>>> -2.00 -0.11 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
01. General tasks, that are not assignable to any E2E process
01.01. General management tasks (Strategy development, leadership, recruiting, networking)
1 0.05 0.05 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
01.01.01. Execution of general management tasks 1 0.05 0.05
01.02. General administrative tasks 15 0.75 0 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0 0 0 0 0 0 0 0 0 0 0
01.02.01. Execution of general administrative tasks 15 0.75 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05
01.03. Reporting outside of Finance/Controlling departments 0 0 0.05 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
01.03.01. Automated standard reporting 0 0
01.03.02. Manual standard reporting 0 0
01.03.03. Ad-hoc reporting (manual) 0 0
01.04. IT-Processes 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
01.04.01. Planning and management 0 0
01.04.02. Implementation and projects 0 0
01.04.03. Ongoing operations and support 0 0
01.04.04. Further development IT 0 0
01.05. ERP-System 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
01.05.01. Planning and management 0 0
01.05.02. Implementation and projects 0 0
01.05.03. Support ERP System 0 0
01.06. Safety, environment and works council topics 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
01.06.01. security issues 0 0
01.06.02. environmental issues 0 0
01.06.03. council issues 0 0
01.07. Facility and infrastructure management 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
01.07.01. Facility and infrastructure management 0 0
01.08. Other tasks that are not relevant for E2E processes 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
01.08.01. Execution of other tasks that are not relevant for E2E processes 0 0
02. Purchase to Pay
02.01. Define Strategy according to demands 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
02.01.01. Assessment, Identification & Bundling of demand/material requiements (from location to SAG
group level) 0 0
02.01.02. Set Purchasing/Procurement targets according to company strategy 0 0
02.01.03. Develop/Define strategy for each category 0 0
02.01.04.  Develop and execute cost out measures 0 0
02.01.05. Define and perform purchase controlling 0 0
02.02. Demand planning 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
02.02.01. Alignment of demands (Sales, Logistics / Dispo / Production) 0 0
02.02.02. Provide supplier forecast data (rolling forecast) 0 0
02.02.03. Hedging / Activities to secure price stability for material 0 0
02.03. Purchasing process - (other then call offs) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
02.03.01. Create purchase requisitions 0 0
02.03.02. Analysis/edit/ approve purchasing requisitions 0 0
02.03.03. Analysis & Check supplier market & Material availability 0 0
02.03.04. Obtaining confidentiality and/or development agreement 0 0
02.03.05. Analysis & agree material requirements/specification with requestor (& supplier)
0 0
02.03.06. Send out RfQ to selected suppliers 0 0
02.03.07. Perform supplier offer comparison and negotiation 0 0
02.03.08. If required: prepare "Make or Buy" decision 0 0
02.03.09. Define Sourcing Strategy and award decision for each requested Material 0 0
02.03.10. Setting up master data of material in ERP-System 0 0
02.03.11. Create and submit purchase order to supplier (directly with existing frame or volume contracts)
0 0
02.03.12. (check) Order confirmation from supplier 0 0
02.03.13. Follow-up of orders (ensure that orders are delivered on time by suppliers) 0 0
02.04. Purchasing process - Call Offs 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
02.04.01. Create purchase requisitions 0 0
02.04.02. Analysis/edit/ approve purchasing requisitions 0 0
02.04.03. Create and submit purchase order to supplier (directly with existing frame or volume contracts)
0 0
02.04.04. (check) Order confirmation from supplier 0 0
02.04.05. Follow-up of orders (ensure that orders are delivered on time by suppliers) 0 0
02.05. Incoming Goods receipt process 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
02.05.01. Check if delivery is consistent/correct with the order in terms of quality/quantitiy 0 0
02.05.02. Incoming goods are to be booked in the ERP-System 0 0
02.06. Invoice Handling Process 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
02.06.01. Invoice income process & first check of invoices 0 0
02.06.02. Internal process of invoices (if deviation) 0 0
02.06.03. Enter an incoming invoice 0 0
02.06.04. Clearance of payments 0 0
02.07. Administrate/ provide Masterdata in ERP (ongoing process) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
02.07.01. Administrate/ maintain purchasing relevant data in ERP 0 0
02.07.02. Administrate/ maintain procurement logistics relevant data in ERP System 0 0
02.07.03. Administrate/ maintain accounting/ supplier relevant data in ERP System 0 0
02.08. Supplier Management 7 0.35 0.1 0 0 0 0 0 0.05 0.2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
02.08.01. Supplier Onboarding (registration and sellf-assesment by suppliers) & selecting 0 0
02.08.02. Supplier Initial audit, supplier qualification & approval process 1 0.05 0.05
02.08.03. Initial sample order 0 0
02.08.04. Release for serial production 0 0
02.08.05. Supplier Evaluation/ Supplier Assesment 1 0.05 0.05
02.08.06. Supplier claim managment 1 0.05 0.05
02.08.07. Supplier Development (active/passive, positive development and also supplier improvement)
0 0
02.08.08. Supplier Audit Process 1 0.05 0.05
02.08.09. Supplier Risk Management 3 0.15 0.05 0.05 0.05
02.08.10. Supplier Phase out (if necessary) 0 0
03. Forecast to fulfill
03.01. Long-term and mid-term planning (demand forecast) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.01.01. Analysis EDI forecast (OEM customer) 0 0
03.01.02. Analysis Manual forecast (Other customers) 0 0
03.01.03. Montly Program Preparation 0 0
03.01.04. Program Decsion Meeting (set forecast & production line) 0 0
03.01.05. Update ERP-system 0 0
03.02. Short term planning (capacity, manning, material and Inventory strategy) 3 0.15 0.05 0 0 0 0 0 0 0 0.05 0.05 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.02.01. Monitoring KPI - Strategy decision 3 0.15 0.05 0.05 0.05
03.02.02. Material clearance (material,capacity,manning) 0 0
03.02.03. Update and freeze Manf Order Proposal ERP (short term) 0 0
03.02.04. Create Supplier Forecast 0 0
03.03. Receive orders of products 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.03.01. EDI orders (OEM) 0 0
03.03.02. Manual Customer orders - update ERP status (other customers, IC,Project orders) 0 0
03.03.03. Send Order confirmation customer (not Edi orders) 0 0
03.03.04. Release Manf Orders and Lego operations ERP-system 0 0
03.04. Production order (work, material) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.04.01. Prepare Detailed Production planning (prodction line, time line) 0 0
03.04.02. Call off material (delivery schedule, purchase order, re-planning, order confirm, follow up)
0 0
03.04.03. Follow up - Replan (material/production) 0 0
03.04.04. Call off packaging material (rack, supplier packaging, etc) 0 0
03.05. Goods Reception 26 1.3 0 0.1 0.1 0.1 0.05 0.1 0.1 0.05 0.05 0.05 0.1 0.1 0.1 0.1 0.1 0.1 0 0 0 0 0 0 0 0 0 0 0
03.05.01. Material planning (sheets & parts, make & buy) 0 0
03.05.02. Material call off (sheets & [arts) 0 0
03.05.03. Unload delivery and visual control (damage, PO,PartNo, QTY, etc) 0 0
03.05.04. Material Certificate validation 11 0.55 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05
03.05.05. Quality Inspection (dimension and visual bu Q-dept) 15 0.75 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05
03.05.06. Goods receiving report ERP (P/O, P/N, QTY, Batch No, Date, etc) 0 0
03.05.07. Put Material To Stock (Print label, transport to stock loaction) 0 0
03.06. Inventory Management 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.06.01. Stock taking 0 0
03.06.02. Stock monitoring 0 0
03.06.03. Kit handling for production (porject orders and small batches) 0 0
03.06.04. Material feed to production (ex baffle, endplates, etc) 0 0
03.06.05. Packaging handling (pallets, racks, plastic boxes, etc) 0 0
03.06.06. Replenishing with Logistic Center (complete tanks 0 0
03.07. Realize production orders (production, assembly, mounting) 15 0.75 0 0.055 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0 0 0 0 0 0 0 0 0 0 0
03.07.01. Production clearance (correct material, machine, manning, drawings, bom) 0 0
03.07.02. Start manf. order in ERP 0 0
03.07.03. Start production operation 0 0
03.07.04. Quality Inspection 15 0.75 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05
03.07.05. Batch No marking 0 0
03.07.06. Production report ERP (actual operation pcs, scrap, serial number, etc) 0 0
03.07.07. Deliver batch to stock/next operation 0 0
03.07.08. Update production schedule (recheck) 0 0
03.08. Final check (process control) 15 0.75 0 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0 0 0 0 0 0 0 0 0 0 0
03.08.01. Quality Inspection 15 0.75 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05
03.08.02. Production Data Control (process control) 0 0
03.09. Outbound/delivery 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.09.01. Delivery Date Tracking (daily meeting) 0 0
03.09.02. Material clearance (allocate parts, packaging, customer order) 0 0
03.09.03. Create Packaging/Sequence list (different systems wihtin OEM customer) 0 0
03.09.04. Sequencing (pick parts to defined packaging/rack) 0 0
03.09.05. Sequencing data control (correct part, pcs, sequence no, chassi no, etc) 0 0
03.09.06. Report pick operation in ERP 0 0
03.09.07. Prepare Dispatch (transport booking, documents, packging reporting, customs handling)
0 0
03.09.08. Delivery (loading) 0 0
03.09.09. Report Dispatch in ERP (Withdrawl, Desadv (man/EDI),Packaging report,storage) 0 0
03.09.10. Send Invoice to customer 0 0
03.10. Post calculation / +- List 7 0.35 0.1 0 0 0 0 0 0.05 0.1 0.05 0.05 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.10.01. Stock development 0 0
03.10.02. Safety calculation (IDE+BAAN) 0 0
03.10.03. Supplier score Card 2 0.1 0.05 0.05
03.10.04. Production Follow up (actual vs plan) 0 0
03.10.05. KPI follow up 4 0.2 0.05 0.05 0.05 0.05
03.10.06. Follow up meeting - Strategy decision 1 0.05 0.05
03.11. Post calculation / +- List 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.11.01. Set yearly maintainace plan (strategy) 0 0
03.11.02. Sync with production plan 0 0
03.11.03. Set operation window 0 0
03.11.04. Prepare maintaince 0 0
03.12. General Quality Management 30 1.635 0.1 0.15 0.15 0.15 0.23 0.2 0.15 0 0.15 0.15 0.155 0 0 0 0.05 0 0 0 0 0 0 0 0 0 0 0 0
03.12.01. Auditing 10 0.535 0.05 0.05 0.05 0.05 0.08 0.05 0.05 0.05 0.05 0.055
03.12.02. QM system maintenance 1 0.05 0.05
03.12.03. Document management 10 0.55 0.05 0.05 0.05 0.1 0.05 0.05 0.05 0.05 0.05 0.05
03.12.04. Qualtiy Controlling 9 0.5 0.05 0.05 0.05 0.05 0.1 0.05 0.05 0.05 0.05
03.13. Complaints management 6 0.3 0.15 0 0 0 0 0 0.05 0 0.05 0.05 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.13.01. Management of customer complaints 3 0.15 0.05 0.05 0.05
03.13.02. Management of supplier complaints 2 0.1 0.05 0.05
03.13.03. Management of internal complaints 1 0.05 0.05
03.14. Product Quality Agreement 46 4.38 0 0.19 0.3 0.3 0.15 0.25 0.15 0.15 0.15 0.15 0.29 0.45 0.45 0.45 0.4 0.55 0 0 0 0 0 0 0 0 0 0 0
03.14.01. Quality assurance as part of the production processes 14 0.75 0.05 0.05 0.05 0.05 0.1 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05
03.14.02. Special Product Caracteristics 13 0.65 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05
03.14.03. Failure analysis and capability tests 4 0.2 0.05 0.05 0.05 0.05
03.14.04. Supervision of series starts and projects 0 0
03.14.05. Process monitoring 0 0
03.14.06. Q-Project Management 1 0.05 0.05
03.14.07. product audits 14 2.73 0.09 0.2 0.2 0.05 0.05 0.05 0.05 0.05 0.29 0.3 0.3 0.3 0.3 0.5
03.14.08. Securing welding processes 0 0
03.15. Measurement / laboratory 3 0.15 0.1 0 0 0 0.05 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.15.01. General measurement tasks (series) 0 0
03.15.02. Product Approvals 1 0.05 0.05
03.15.03. test equipment 2 0.1 0.05 0.05
03.16. Technology / Maintenance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
03.16.01. Internal Engineering 0 0
03.16.02. Machine design and selection 0 0
03.16.03. maintenance 0 0
04. Order to Cash 0 0
04.01. Contract and price management 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.01.01. Create new merchant agreement (incl. NDA, GTC, LTA) 0 0
04.01.02. Customer data management in customer base 0 0
04.01.03. Deposit discount arrangement 0 0
04.02. Market analysis 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.02.01. Market Potential Analysis 0 0
04.02.02. Client Potential Analysis 0 0
04.02.03. Competitor Analysis 0 0
04.03. Sales planning Forecast 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.03.01. Prepare trend monitoring 0 0
04.03.02. Conduct trend monitoring 0 0
04.03.03. Budget Sales Planning 0 0
04.04. Pre-Sales 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.04.01. Visit planning 0 0
04.04.02. Visit preparation 0 0
04.04.03. client visit 0 0
04.04.04. Create client request 0 0
04.04.05. Feasibility Analysis 0 0
04.04.06. Price calculation 0 0
04.05. Inquiring Quotation 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.05.01. Quotation Serial Order 0 0
04.05.02. Quotation Single Order 0 0
04.05.03. Quotation R&D Projectorder 0 0
04.06. Order-Mgmt. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.06.01. Serial Client Order Registration 0 0
04.06.02. Single Client Order Registration 0 0
04.06.03. R&D Client Order Registration 0 0
04.07. Change Management 47 2.37 0.15 0.15 0.15 0.17 0.15 0.15 0.15 0.15 0.15 0.15 0.15 0.15 0.15 0.15 0.15 0 0 0 0 0 0 0 0 0 0 0
04.07.01. Changes during order process 15 0.75 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05
04.07.02. Changes before start of production 16 0.8 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05
04.07.03. Changes after start of production 16 0.82 0.05 0.05 0.05 0.05 0.07 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05
04.08. Transport 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.08.01. Packing preparations 0 0
04.08.02. Delivery preparations 0 0
04.09. Outgoing invoice/ credit balance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.09.01. Enter an outgoing invoice 0 0
04.09.02. Enter a credit balance 0 0
04.09.03. Create down payment request 0 0
04.09.04. Create advance payment request 0 0
04.09.05. Create documentary business (letter of credit etc.) 0 0
04.10. Receivables Mgmt 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
04.10.01. Account maintenance 0 0
04.10.02. Default action/dunning 0 0
04.10.03. Collection 0 0
04.10.04. Creditmanagement /-limit 0 0
04.10.05. Credit report 0 0
04.11. Processing complaints 29 1.45 0.05 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0 0 0 0 0 0 0 0 0 0 0 0
04.11.01. Documentation customer complaint 14 0.7 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05
04.11.02. Complaint Analysis 15 0.75 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05
04.11.03. Complaint Execution (Credit Note, Delivery new parts, Overworking) 0 0
05. R&D
05.01. Innovation 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
05.01.01. Strategy & Roadmap 0 0
05.01.02. Preparation of Innovation Projects according to roadmap 0 0
05.02. Technical Offer Preparation 15 0.75 0 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0 0 0 0 0 0 0 0 0 0 0
05.02.01. Customer requirements/specification 15 0.75 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05 0.05
05.02.02. Design 0 0
05.02.03. Standard Cost calculation 0 0
05.02.04. Technical support 0 0
05.03. Engineering Change Management 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
05.03.01. Customer requirements/specification 0 0
05.03.02. Design changes 0 0
05.03.03. Standard Cost calculation 0 0
05.03.04. Technical support 0 0
05.04. Serial Product and Process Development 3 0.15 0.05 0.05 0 0 0.05 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
05.04.01. Product backlog definition 0 0
05.04.02. Sprints, Reviews and Retros 0 0
05.04.03. Prototyping & Testing 3 0.15 0.05 0.05 0.05
05.04.04. Industrialization 0 0
05.05. Product Management 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
05.05.01. Product roadmaps and product lifecycle management 0 0
05.05.02. Market and competitor intelligence, focus on technology 0 0
05.05.03. Product benchmarking 0 0
05.05.04. Technical support and training 0 0
05.05.05. 0 0
06. Record to Report
06.01. FI/CO/TR Strategy development 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.01.01. Development of FiCo strategy, planning concepts and KPIs 0 0
06.02. Planning 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.02.01. Validation, processing and structuring of data for planning purposes 0 0
06.02.02. Consolidation of datasets for planning purposes 0 0
06.02.03. Analysis and content preparation for group planning purposes 0 0
06.02.04. Analysis and content preparation for local planning purposes 0 0
06.03. Accounting & Closing 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.03.01. Validation, processing and structuring of data for accounting & closing purposes
0 0
06.03.02. Consolidation of datasets for accounting & closing purposes 0 0
06.04. Reporting 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.04.01. Automated standard reporting 0 0
06.04.02. Analysis and content preparation for monthly group reporting purposes 0 0
06.04.03. Analysis and content preparation for monthly local reporting purposes 0 0
06.04.04. Analysis and content preparation for ad-hoc reporting purposes 0 0
06.05. Risk Management 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.05.01. Hedging & FX-Management 0 0
06.05.02. Insurance Risk Management 0 0
06.05.03. Enterprise Risk Management 0 0
06.06. Financing 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.06.01. Planning of financing needs 0 0
06.06.02. Bank negotiations 0 0
06.06.03. Bank relationship management 0 0
06.06.04. Financing administration (covenant monitoring, steering of credit lines) 0 0
06.06.05. Cash Management 0 0
06.07. Invoice Handling Process 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.07.01. Invoice income process & first check of invoices 0 0
06.07.02. Internal process of invoices (if deviation) 0 0
06.07.03. Enter an incoming invoice 0 0
06.07.04. Clearance of payments 0 0
06.08. Outgoing invoice/ credit balance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.08.01. Enter an outgoing invoice 0 0
06.08.02. Enter a credit balance 0 0
06.08.03. Create down payment request 0 0
06.08.04. Create advance payment request 0 0
06.08.05. Create documentary business (letter of credit etc.) 0 0
06.09. Receivables Mgmt 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.09.01. Account maintenance 0 0
06.09.02. Default action/dunning 0 0
06.09.03. Collection 0 0
06.09.04. Creditmanagement /-limit 0 0
06.09.05. Credit report 0 0
06.09.06. Factoring 0 0
06.10. Tax Management 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.10.01. Define tax strategy 0 0
06.10.02. Tax accounting 0 0
06.10.03. Tax reporting 0 0
06.10.04. Tax audit & litigation 0 0
06.10.05. Tax advisory 0 0
06.11. Asset Accounting and investment management 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.11.01. Asset Accounting 0 0
06.11.02. Analysis and content preparation for Investment Management/CAPEX
0 0
06.12. Costing & IC Pricing 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.12.01. Set up hourly rates 0 0
06.12.02. Set up surcharge rates 0 0
06.12.03. Set up of IC-Charging rates 0 0
06.12.04. Invoicing, offsetting and balancing of IC-Accounts 0 0
06.12.05. Documentation of IC-relationships 0 0
06.13. Masterdata maintenance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.13.01. Maintenance of masterdata 0 0
06.14. Governance, compliance and control systems (audits) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.14.01. Conduction of governance and compliance processes and control systems 0 0
06.15. Employee training in FiCo 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
06.15.01. Conduction of employee traning in FiCo 0 0
07. Hr
07.01. HR Strategy 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
07.01.01. Define & communicate HR strategy together with MDs and the board 0 0
07.01.02. Implement and monitor HR strategy 0 0
07.01.03. Leonardo People 0 0
07.02. Organizational development 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
07.02.01. Facilitate organizational change 0 0
07.02.02. Develop SAG culture 0 0
07.02.03. Support M&A integration 0 0
07.03. Communication & Engagement Mgmt. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
07.03.01. Help define internal communication strategy & measures
0 0
07.03.02. Conduct employee surveys, evaluation, course of action
0 0
07.03.03. Contact for management and staff in all matters 0 0
07.03.04. Conflictmanagement, De-escalation between the staff 0 0
07.03.05. News Sharepoint, staff information 0 0
07.04. Employer Branding / HR Marketing / Motivation 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0