About Drive
Drive carries all the navigation menus and features required for process definition. After space creation, users navigate to the Drive by clicking the icon from Space Explorer. Users can create processes, scenarios, and configure calculations, data management, and other process definition operations. The Drive menu guides users to configure the process following the process-first approach.
The Process section helps in creating different scenarios, defining activities with detailed tasks required for process execution, and assigning them to user groups based on the instance. Business users using the Drive menu can create components such as processes, stories, calculations, and data flows to define business process-related configurations to serve business objectives.
Process
A Business Process is a set of activities and actions required to achieve a particular business outcome. To make it easier and more convenient for users to visualize and define a business process, the system provides three functionalities under the Process section: Scenario Management, Process Flow, and Instance Creation. These functions are placed in the Level 2 Header, and the details are mentioned in the Page Details section.
Scenario Management: Scenarios cover different aspects and attributes of any process, such as scenarios in actual business activities, required dimensions, calculation logics, and other business rules. This function allows users to define scenario groups and detailed scenarios to cover business requirements.
Process flow: Process flow is a sequence of activities and tasks to be executed by users. This function allows users to view the entire business process and understand which actions to engage.
Instance Creation: An instance can be considered a variant of the process flow with predefined characteristics and dimensions. For example, a business process flow to be released for the fiscal year of 2021 or 2022. Based on the forecasting or budgeting cycle for each process flow, multiple instances can be created for users to perform.
For detailed information, please refer to the Process section.
Stories
The Stories section is considered a library where all the templates (including input schedules and reports) are maintained. These templates are tagged/assigned to specific steps in the process flow that require user engagement.
Input Templates: Maintain Input schedules.
Reports: Maintain Reports.
Data Mapping: Maintain Mapping files.
Consolidation Central: Journal Manager.
Calculations
Business Rules: Maintain rules using the business rule engine, such as account reclass, account mapping, allocation, eliminations, and others.
Value Driver Tree: This is fundamental for planning and budgeting exercises. The Value Driver Tree helps users define planning rules using calculation formulas and assign appropriate accounts to components of the formula.
For detailed information, please refer to the Calculations section.
Data Flow
Data Management: Complete data management configuration-related functions can be performed here, like creating data connections and data flows, with data flow mappings configurations.