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Optimizing EDH Workflows for Efficient Financial Routing and Data Management

Explore the principles and solutions for enhancing the EDH (Electronic Document Handling) workflow, as outlined by J. Purvis in 1992. Key goals include fast routing, minimizing duplicate data entry, ensuring required signatures are obtained, and establishing clear delegation levels. This document discusses the significance of role-based routing and proposes new software solutions, procedural changes, and web functionalities designed to streamline financial signature processes while adhering to CERN standards. Discover effective strategies to manage financial routing and improve operational efficiency.

judah-weber
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Optimizing EDH Workflows for Efficient Financial Routing and Data Management

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  1. ST EDH - Workflow J. Purvis / EDH

  2. Software problem?

  3. EDH GOALS (1992) • Fast routing • Avoid duplicate data entry

  4. Principles (“Ground Rules”) • Minimum Number of Signatures • Maximum Level of Delegation • Required signatures MUST be obtained • Non-blocking signatures • EDH will search for delegates in case of Absence or Timeouts

  5. CERN DAI DAI Financial signature

  6. Financial Routing Creator 2K Signs Section Leader Over 2000chf? 10K Signs Group Leader NMS Signs Non Member State? Division Leader  Signs Over 10000chf?

  7. ST DAI DAI Financial signature Group Leader signature

  8. Two routes... Financial Route 2k 10k GL DDL Role based Route

  9. Role based Routing Group Leader Absent? Deputy GL Absent? DDL Absent? DL Absent? DPO

  10. Example DAI for 250chf DAI Transfer DAI Transfer DAI Transfer

  11. Procedures….

  12. Solutions • Summer 1999 : “Bear with us” • “Freeze Current Routing” • Change to New Workflow Tool • Autumn 1999 : Routing responsibility in divisions • “Simplify or Die?”

  13. Solutions • Software Solutions • New Graphical Workflow Tool • Industry Standard Software • But lets stay realistic! No silver bullet... • Procedural Solutions • Simplify or Die? • EDH will support CERN standard only • Divisions will support Non-standard Routings

  14. Web functionality

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