Business Process Manual Overview

1. 1KUS015166D0194, Rev B
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Business Process Manual - Overview
April 2014

2. What is the Business Process Manual (a.k.a. Quality Manual)?
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The Business Process Manual is the collection of the company’s policies and
procedures. The top level of the BPM is for all of PS NAM. Our documents are under
the PSN Network Management section (our division name is actually PSSW Power
Systems Software).
The BPM contains the following types of documents.
 Policies – Documents that state the company’s principles, rules and guidelines.
 Process Flow Diagrams – Swimlane process flow diagrams that align with the work
instructions. These show who does what when.
 Work Instructions – Documents that describe who does what when (these do not
state HOW to do the job). They also include the forms that are created as a result
of the process and where the completed forms are stored.
 Forms – These are checklists, document templates and so on.
 Guidelines and Training Material – These tell a person how to do something. They
may also describe how to use a particular tool such as ClearCase, CCRP or eCM
and include step-by-step instructions.

3. What You Need to Know if You Are…
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Business Process Manual – Table of Contents
Quality Manual
Business Process Manual Sections
Project
Manager
/ Product
Manager
Eng.
Mgr. /
PE
SW Dev Testing /
Integration
/ Rel Mgmt
Tech
Writer
/ Doc
Finance /
Purch.
Sales /
Mktg
IS Facilities
& S/R
HW Eng /
HW Integ
Support Managers
Top Level D D D D D D D D D D D D
Management Review Records R
Finance D R D
Policy and Strategy D D D D D D D D D D D R
Facilities Management D R
Supply Chain Management R R
Common Tools R R R R R R R R R R R R
Process Areas
Product Development D R D
Project Bid & Proposal D D R D
Project Management R D D
System Integration R D R D R
Release Management R D R D
Testing R R D
Global Customer Support (GCS) D R D
Documentation R D D D R D
Handling SSDs D R R
Hardware D D D R
Measurement & Analysis R D
Training – Employee Development D D D D D D D D D D D R
Training – Customer Project/Product R R D
Legend: D = Desired, R = Required

4. Top Level Information/Process Areas
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5. PSSW Top Level Table of Contents
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 PS NAM Quality Manual – PS NAM level documents referenced during ISO 9001:2008 audits
 Corporate, PS NAM and PSSW Policies and Tools
 Ventyx Global Organization Chart
 ABB Directives
 PS NAM Quality, Environmental Health and Safety Policy Manual (PS NAM Quality Manual)
 Human Resources – Portal Link
 Management Review Records (folder in eCM)
 Finance (Table of Contents)
 PSSW Policy and Strategy (Table of Contents)
 Supply Management (Table of Contents)
 Facilities Management (Table of Contents)
 Invention Disclosure Set
 PSSW Process Areas
 Certificates
 ISO 9001:2008 Certificates
 PS NAM Business Policy
 PS NAM Health, Safety and Environmental Policy

6. Management Review Records
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This section links to folders in ECM and contains the following:
 Audit Reports
 Division Reviews and Dashboards
 Open Defects
 Periodic Reports
 Quality Initiatives and KPIs

7. Finance
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 Shared Accounting Service (SAS) Portal
 Forms
 FCM
 Table of Authority Spreadsheet
 Table of Authority (Lotus Notes Database)
 Training Material
 SAS US in a Glance (Presentation)

8. Policy and Strategy
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 PS NAM Quality Policy
 Supplier Agreement Management (SAM)
 PS NAM Source Code Backup Policy
 Critical Infrastructure
 Configuration Management (CM)
 Ventyx Product Management Policy and Procedures
 Measurement and Analysis (MA)
 Project Monitoring and Control (PMC)
 Project Planning (PP)
 PSSW Training Records
 Policy Template (form)

9. Facilities Management
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 Work Instructions
 Business Continuity Plan
 PS NAM Building Access and Security System
 Physical Security Plan – Santa Clara
 Physical Security Plan – Sugar Land
 Emergency Procedures (Evacuation)
 Weapons Policy
 Forms
 Santa Clara Visitor Guide
 Sugar Land Visitor Guide
 Bomb Threat Telephone Report
 Evacuation Record Report
 Code Blue Response Team Incident Report
 Guidelines and Training Material
 Card Key Systems (for S2 System or WIN-PAK PE System)

10. Supply Chain Management (SCM)
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 Supplier Information Sheet
 W-9 Form for Supplier Approval
 Third Party Selection and Purchase
Procedures
 Standard Purchasing Terms and
Conditions
 PS NAM Subcontractor Requirements
EHS
 PS NAM Power System Contractor
Submittal
 ABB Standard Subcontract Agreement
Form
PS NAM level Documents (not under PSSW Control)
 ABB Contractor EHS Safety and Loss
Evaluation Form
 Return to Vendor Instructions
(Overview)
 Return Material Authorization Form
 Stock Transfer Form
 Third Party Product Inspection Report
 Third Party Product Storage
 Shipping Memo

11. Common Tools (1 of 3)
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The Common Tools area contains tools that are used by all or some employees. These items
contain links and guidelines for SAP, CCRP, Concur, ECM and others.
 Tools and Portals
 SAP
 CCRP
 Concur
 ADP
 TESite
 Data Management Plan (Data Repositories)
 ECM
 Training Manager
 ClearQuest
 VersionOne
 Viki
 TFS
 Salesforce.com
 Curator

12. Common Tools (2 of 3)
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 Informational Sites
 ABB People Finder
 Vnet People and Places
 Team Spaces
 Support Contacts
 Ventyx Helpdesk
 ECM Support
 Team Spaces Support
 CM (Configuration Management Support)
 TFS Support

13. Common Tools (3 of 3)
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 Training Material and General Information
 Team Spaces Training
 CCRP Training
 Concur Tutorials
 ECM Basic Training – General
 Training Manager Guideline
 TFS
 TFS Zone
 NM Defect Tracking with TFS – User Guide
 NM Defect Tracking with TFS – Support and Maintenance
 NM TFS Defect Tracking System Implementation
 TFS Change Request Workflow
 TFS Workflow Scenarios
 ClearQuest
 ClearQuest Issues Instruction (entering Defects)
 ClearQuest User Guide
 ClearQuest WorkOrder User Guide (IBM Training Material)
 ClearQuest WorkOrder Defect Workflow (IBM Training Material)
 ClearQuest WorkOrder Workflow (IBM Training Material)

14. Process Areas
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15. Product Development (1 of 3)
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 Work Instructions
 Software Design and Development Work Instruction & Process Flow Diagram -
MMS
 Software Coding Review
 Coding Standards Guideline
 Coding Standards – MMS (Santa Clara Wiki Site)
 Forms
 Software Design and Checklist
 Design Review Checklist
 Software Peer Checklist
 Document Templates (Function Description, Design Description, User Guide,
Design Notes)

16. Product Development (2 of 3)
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 Forms, Checklists and Document Templates
 Organizational Readiness Plan (Ventyx document)
 Software Design and Development Checklist
 Software Design Review Checklist
 Software Peer Review Checklist
 Function Description Template (high level description)
 Functional Specification Template (more in depth than FD)
 Design Description Template (high level description)
 Design Specification Template (more in depth than DD)
 Implementation Manual Template
 System Overview Template
 User Guide Template
 Data Engineering Template
 Programmer Reference Manual
 Design Notes (used for Change Requests; high level description of impact)
 Requirements Specification
Note: All document type templates may not be used by all products

17. Product Development (3 of 3)
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 Items not part of the ISO 9001:2008 Processes for PSSW
 Ventyx Product Management Policy and Procedures
 DMS Viki Site
 NM Project Portal
 BOM for GA Release for NM and DMS
 Agile Process Meetings and Documents
 Ventyx Agile Execution Model – Introduction
 ABB/Ventyx Santa Clara Wiki Site
 Other Forms and Miscellaneous Items
 Software Design Review Checklist – DMS
 Software Peer Review Checklist – DMS
 Software Design Review Checklist – NM
 Development Record – NM
 Systems and Software Engineering – Developing user documentation in an agile
environment.

18. Project Bid and Proposal
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 Tools
 Salesforce.com
 Curator
 Work Instructions
 Process Checklist – Proposal Process Plan
 Proposal Process Flow Diagram
 Forms
 Full Cost Model
 Bid-No-Bid Checklist
 Handover Checklist
 Minutes of Meeting
 Sales Input Presentation

19. Project Management (1 of 2)
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 Work Instructions
 Process Checklist (PM Process Plan) – Contains links to necessary forms
 Project Management Process Flow Chart – Contains links to necessary forms
This document aligns with ABB Group Project Management Process 9AAD102047
 Project Management Instruction
 Supplier Administration Management (SAM) Plan
 Automated Bedsheet Process
 Supply Management Process
 Control of Customer Provided Products
 Subcontract Management
 Deliver to Customer
 System Integration and Test
 Field Installation

20. Project Management (2 of 2)
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 Forms
 Project Startup Checklist
 PM Process Plan
 Project Quality Plan
 Customer Communication Plan
 Open Issues/Action Items Log
 Handover Checklist
 Documentation Plan
 Project Appointment Letter
 Internal Kickoff Meeting Minutes
 Customer Kickoff Meeting Minutes
 Transmittal Form (Optional)
 Technical Review Meeting Minutes
 Forms
 Project Financial Review Checklist
 Internal Project Report/Meeting
 Contract Change Review Request
 Customer Project Status Checklist
 Shipment Authorization Notice
 Authorization to Ship Notice
 Property Receipt
 Technical Review Meeting Checklist
 System Acceptance
 Warranty Expiration Letter (as
needed)
 Project Closeout Report
 Project Lessons Learned

21. System Integration
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 Process Flow Diagrams
 System Integration (SCADA/EMS/GMS/DMS/OMS)
 System Integration (MMS)
 Work Instructions and Plans
 System Integration (MMS)
 System Integration (SCADA/EMS/GMS/DMS/OMS)
 System Problem Reports
 Forms (may also be under other process areas such as Testing or Hardware)
 Hardware Integration Checklist (SCADA/EMS/GMS/DMS/OMS) - TBD
 Software Integration Checklist (SCADA/EMS/GMS/DMS/OMS) - TBD
 System Readiness for Integration of Test Phases (MMS)

22. Release Management
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 Process Flow Diagrams
 Software Release Process - MMS
 Work Instructions
 Software Release Process - MMS
 NM, DMS Release Package (BOM) – See Project Management
 Forms
 Release Sign-off - MMS
 Release Notes (Excel Version) – MMS
 Release Notes (Word Version) – All Products

23. Testing
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 Work Instructions
 Factory Acceptance Testing Process Flow
 Factory Acceptance Testing (FAT)
 Site Acceptance (SAT) for MMS – Shipping, Site Prep and SAT
 Forms
 System Readiness for Integration Test Phases (MMS)
 FAT Readiness Checklist
 Test Plan
 Test Procedure (by product)
 Test Event Log
 Test Procedure Log
 Unstructured Test Report (MMS)

24. Global Customer Support (GCS)
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 Process Flow Diagrams
 Customer Support
 Customer Communication on Safety Issues
 Work Instructions
 Customer Support
 Customer Communication on Safety Issues
 Critical SPRs (NM, NMR, DMS)
 Call Center Instructions (NM, NMR, DMS)
 Forms
 Software Alert
 Software Alert (sample)

25. Documentation
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 PSSW Master Document List – this file contains all of the documents included in the BPM
and has a Where Used pivot table
 Work Instructions
 Documentation Manual Introduction and Process Flow
 Technical, Commercial and Quality Documentation Review and Approval
 NM R&D Documentation Review and Approval Process
 Document Postproduction and Packaging
 Ventyx Development Doc Team Baseline Products Standards Processes Guide
 Forms
 Product and Project Document templates (may also be listed under associated process areas)
 Internal MS Word Document Templates (Work Instruction, Policy, Visio Swimlane Process Flow)
 PowerPoint Templates
 CD Labels and Binder Inserts
 Guidelines
 Ventyx Terminology and Standards Guide
 Online Help Standards and Guidelines
 Producing Documents in MS Word

26. Handling Static Susceptible Devices
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 Work Instructions
 Handling and Storage of Static Susceptible Devices
 Forms
 Precautions when Handling and Working with Static Susceptible Devices Checklist
 Static Susceptible Device Handling Equipment Test Log
 Calibration Certificates (Ground Straps and Mats)

27. Hardware
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 Work Instructions
 Third Party Product Selection and Purchase - Supply Chain Management
 Hardware Selection and Approval
 System Problem Reports – System Configuration
 Forms
 Sample Hardware Cost Spreadsheet – MMS
 Sample Hardware Cost Spreadsheet – SCADA/EMS
 Property Receipt - Project Management
 Third Party Product Inspection Report – Supply Chain Management
 Hardware Return and Return to Vendor – Supply Chain Management
 Guidelines and Training Material
 N/A

28. Measurement and Analysis - PPQA
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 Work Instructions
 Project Quality Evaluation Process
 Forms
 Project Verification Checklist
 Guidelines and Training
 N/A

29. Training -001 Employee Development
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 Training Manager Database – Each manager creates a list of required skills for
their reports and a training plan for each employee.
 Training Manager Course Catalog (Tab in TM database)
 Employees are encouraged to make PDF copies of any training/education
certificates they receive so the records can be imported into Training Manager.
 Work Instructions
 PSSW Employee Development Work Instruction and Process Flow
 Forms and Miscellaneous Items
 Employee Skills Inventory (list of skills , education and experience for new employees)
 Ventyx New Employee On-boarding Portal
 ABB New Employee On-boarding Portal
 Guidelines and Training Material
 Business Process Manual Training – this document
 Training Manager Guideline and Setup (managers and TM administrators)

30. Training - 002 Customer Project/Product (1 of 2)
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These items are available as necessary depending on the project scope,
contract requirements and decision by the project manager.
 Work Instructions
 PSSW Customer Training Process Flow and Work Instruction
 Standard Forms
 Instructor Assessment Checklist
 Pre-Class Student Questionnaire
 Classroom Participant Log
 Classroom Survey
 Training Course Certificate

31. Training - 002 Customer Project/Product (2 of 2)
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 Other Forms and Miscellaneous Items
 Student Certificate – Version 1
 Student Certificate – Version 2
 Network Manager New Course
Description
 CD Label
 Binder Inserts
 SB Application Overview Presentation
 SB Difference Presentation
 SB Student Exam
 SB Name Tents
 SB Student Exercises
 SB Binder Table of Contents
 Other Forms and Miscellaneous Items
 SB Training Agenda
 SB Training Presentation
 T1 Classroom Checklist
 T1 Classroom Training Project Plan
(.mpp)
 T1 Instructor Fulfillment Checklist
 T1 Training Materials Checklist
 Training Material
 Train-the-Trainer Package

32. Conclusion
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This concludes the overview of the
Business Process Manual. Please proceed
to the quiz for Module 3.