Professional Documents
Culture Documents
Government
Automotive
Healthcare
Tours and Travels
Real – Estates
Employment
Computers and Accessories
Mobiles and Accessories
Investment Services
Indian Sciences
Education
Lifestyle
NGOs
Media and Entertainment
Matrimony
No Obligation to Return India (NORI) Process Flow 07/01/2008
Start
Start
Start
Start
Start
Start
HD / Representative helps
to him to fill the form,
arrange documents, and
prepare for interview
Educational Certificates Process Flow 07/01/2008
Start
Start
Start
Start
Start
Start
Start
Start
Start
Start
Obtain sign-off
buyer makes final from the buyer
Stop
payment. and courier it
back to customer
Automobile Buying Process Flow 02/01/2008
Start
Automobile Portal should be ready
Advertiser's with the advertiser
Database information on the
Customer requests Integrate Portal email
for buying server with CRM is categories of
automobile required. automobiles customer is
Inbound and Outbound interested in.
Portal should have
calling infrastructure has Portal should have
Advertiser’s contact
to be in place facility to make online
information. Outbound
India calling should also payments by the clients.
be enabled.
Requests Helpdesk Search the portal
received by reviews the based on customer’s
call or email request criteria
No Courier Legal
Tie-up is required with the Docs to customer
courier service for logistic for sign-off
support (pickup and drop of
documents
Obtain sign-off
from the
Customer makes
Stop customer and
final payment.
courier it back to
seller
Automotive Accessory Retailing Process Flow 07/01/2008
Start Automobile
Accessory
Portal should be ready
Advertiser's
with the advertiser
Database
Integrate Portal email information on the
Customer requests
server with CRM is automobile accessories
for buying
required. customer is interested
automobile
Inbound and Outbound in.
accessories Portal should have
calling infrastructure has Portal should have
Advertiser’s contact
to be in place facility to make online
information. Outbound
India calling should also payments by the clients.
be enabled.
Requests Helpdesk Search the portal
received by reviews the based on customer’s
call or email request criteria
Helpdesk to
Customer Yes follow up with the
selects the Bank for the loan
Bank documents
HD follows up for Customer
No Selects the Yes Tie-up is required with the
short listed Bank
Details Prospective courier service for logistic
Bank support (pickup and drop of
No documents
Schedule a Helpdesk to
Customer makes
Contact the short meeting with the follow up with the
the payment to
Listed Insurance customer and the insurance
the insurance
Send the list of providers Insurance company for the
company
available Insurance executive documents
providers to the
customer
Customer Yes
selects the
HD follows up for Insurance
Customer
short listed No Selects the Yes plan
Insurance provider Insurance
Details Provider
Stop
No
Health Encyclopedia Process Flow 07/01/2008
Schedule a Helpdesk to
Customer makes
Contact the short meeting with the follow up with the
the payment to
Listed Insurance customer and the insurance
the insurance
Send the list of providers Insurance company for the
company
available Insurance executive documents
providers to the
customer
Customer Yes
selects the
HD follows up for Insurance
Customer
short listed No Selects the Yes plan
Insurance provider Insurance
Details Provider
Stop
No
Health Insurance Information Process Flow 07/01/2008
Health-related
Customer logs in to
Events’
the Portal
Database
Customer logs in to
the Portal and Health-related
searches for the Events’
information he Database
requires
Database should be
Start ready with all
information of all the
hospitals providing
services that customer
may be interested in.
custome
HD sends the
No r selects Yes
information to the
the
concerned hospital
hospital
Hospital Appointments Process Flow 07/01/2008
Start
Hospital Tie-up is required by
Database different hospitals
providing this service
Customer logs in
to the Portal
Gets a confirmation
Selects the date,
Searches the screen with all the The customer
time and location
database for appointment related logs off from
where he wants
hospital of his choice info which he can the portal
appointment
print
Stop
Hospital Appointments Status Request Process Flow 07/01/2008
Start
Hospital Tie-up is required by
Database different hospitals
providing this service
Customer logs in
to the Portal
Stop
tal Appointment Cancellation / Postpone Process Flow 07/01/2008
Start Hospital
Database
Customer logs in
to the Portal
Gets a confirmation
Gets a screen with
screen regarding HD sends the
Clicks on “My all the appointment Clicks on the option
cancellation/postpon information to the
Account” related info which he “Cancel/Postpone”
ement which he can concerned hospital
can print
print
The customer
logs off from
the portal
Stop
al Consumable Service Providers Information Process Flow 07/01/2008
Start
Database should be
ready with all the
hospital consumable
service providers
information customer
may be interested in.
Customer Hospital
searches the Consumable
portal for Service
required Provider’s
information Database
The customer
selects the link The customer gets
The customer
“Hospital the list of Web Link
selects the Stop
Consumable of the service
required link
Service providers
Providers”
l Transcription and Billing Services Information Process Flow 07/01/2008
Start
Database should be
ready with Medical
Transcription and
Billing service
providers information
Medical customer may be
Customer Transcription interested in.
searches the and Billing
portal for Service
required Provider’s
information Database
Customer logs in
to the Portal
Stop
Find A Drug” Process Flow 07/01/2008
Customer logs in
to the Portal
Searches the
Selects the brand
database for drug Selects the drug and
which provides
used to counter a looks for the dosage
appropriate dosage
particular health information
for his/her age
problem
Stop
nd A Drug store” Process Flow 07/01/2008
Customer logs in
to the Portal
Stop
nd A Drug Manufacturer” Process Flow 07/01/2008
Customer logs in
to the Portal
If the
drugs
Searches the Finds out the meets Visits the drug
database for drug different types of the Yes manufacturer and
manufacturer in the drugs it custo buys the required
location near to him manufacturers mer drugs physically
criteri
a
No
Stop
nd A Organ / Blood Donor” Process Flow 07/01/2008
Customer logs in
to the Portal
Searches the
Contacts the person Goes for the Organ
database for organ /
/ organization implantation or
blood as per his
directly blood transfusion
requirement
Stop
gan / Blood Donation Process Flow 07/01/2008
Customer logs in
to the Portal
Searches the
Registers himself Takes the hard copy
database for organ /
and an appointment of the slip and visits
blood banks
slip is emailed to his the bank for
available in his
email address donation
location
Stop
sing School Admission Process Flow 07/01/2008
Searches the
database for
different Nursing
Schools available in
his required location
Custom
The helpdesk provides
er The customer takes
Selects one according The form is forwarded additional info to the
clears Yes admission in the
to location, charges, to the concerned customer regarding seats
the school by paying
etc. and fills the form school by HD available and written test
written fees
details
test
No
Stop
“Find a Nurse” Process Flow 07/01/2008
Searches the
database for various
consultancies and
hospitals providing
nursing services
No
Stop
Find a Personal Care Aide” Process Flow 07/01/2008
Customer logs in
to the Portal
Stop
Stress Relieving Therapies Process Flow 07/01/2008
Customer logs in
to the Portal
Service Provider
approves the
appointment
Stress
Customer
relieving
searches the portal therapies
for required
information
information
Database
Stop
Finding Medical Equipment Supplier Process Flow 02/01/2008
Yes Yes
Customer makes
online payment Customer
Inform the seller to No continues
cancel the order with the
order
Portal should have
facility to make online
payments by the clients.
Start
Customer logs in
to the Portal
The customer
logs off from
the portal
Stop
Beach Tour Operators Process Flow 02/01/2008
Yes Yes
Yes
Customer makes
online payment Inform the Tour Customer
Operator to cancel
No continues
the order with the
order
Portal should have
facility to make online
payments by the clients.
Start
Concierge
Service
providers’
Database
Customer logs in
to the Portal
Customer
makes the
online payment
Service
provider
provides the
Stop
required
services to the
customer
Corporate Travel Process Flow 02/01/2008
Yes
Customer makes
online payment
Yes
Yes
Yes
Yes
Booking
Customer gets the Yes Customer
is Customer makes the
details about receives the e- Stop
availabl payment online
availability ticket for travel
e
No
Travel Event Management Process Flow 02/01/2008
Custome
HD receives the
r selects Customer can
request and send Yes Customer makes the
the print the policy Stop
an online quote with payment online
insuranc online
all the information
e
No
Wildlife Sanctuary Booking Process Flow 02/01/2008
Yes
Yes Yes
Yes
Customer makes
online payment Inform the Tour Customer
Operator to cancel
No continues
the order with the
order
Portal should have
facility to make online
payments by the clients.
Integrate Portal to
advertiser database. Portal should be ready
Start
Inbound and Outbound with the advertiser
calling infrastructure has information on the Air
to be in place Tickets customer is
Customer browses Air Ticketing interested in.
the portal for the Agent’s
Air Tickets Database
Yes Yes
Yes
Customer makes
online payment Inform the Customer
Ticketing Agent to
No continues
cancel the order with the
order
Portal should have
facility to make online
payments by the clients.
Integrate Portal to
Start advertiser database. Portal should be ready
Inbound and Outbound with the advertiser
calling infrastructure has information on the type
to be in place of vehicles customer is
Customer browses Vehicle
interested in.
the portal for the Renting
Vehicle he wants to Agent’s
rent Database
Yes
Yes
Customer makes
online payment
Obtain sign-off
Tenant makes from the
Stop final payment as customer and
agreed. courier it back to
vendor
Obtain sign-off
Buyer makes
from the buyer
Stop final payment as
and courier it
agreed.
back to customer
Start
The Portal should have
Advertiser’s
a form linked which the
Database
customer can fill to
Customer goes to place Ads.
the website
No
The Advertisement is
Stop
deleted from the database
Response To Advt. Process Flow 03/01/2008
Start
Customer
Clicks on the The email is Calls back the meets the HD forwards the response
Helpdesk reviews requirement Yes
Link “Contact send to the customer for his of the customer to the
the response of the
Advertiser”” Helpdesk requirements advertiser
advertiser
No
Obtain sign-off
Tenant makes
from the tenant
Stop final payment as
and courier it
agreed.
back to customer
Rent (Property Rentals) Process Flow 02/01/2008
Start
Real-Estate
Advertiser's Portal should be ready
Database with the advertiser
Integrate Portal email
Customer requests information on the
server with CRM is
for Renting a zones customer is
required.
property interested in.
Inbound and Outbound
calling infrastructure has Portal should have
to be in place Advertiser’s contact Portal should have
information. Outbound facility to make online
India calling should also payments by the clients.
be enabled.
Requests Helpdesk Search the portal
received by reviews the based on customer’s
call or email request criteria
Obtain sign-off
Tenant makes
from the tenant
Stop final payment as
and courier it
agreed.
back to customer
ndustrial Investment Services Process Flow
Investment Portal should be
Start service ready with the
providers Investment service
Database provider’s
information on the Portal should have
zones customer is Investment service
interested in. provider’s contact
information.
Customer browse Search the portal Outbound India
for industries to based on customer’s calling should also be
invest criteria enabled.
Yes
Yes
Customer
Customer selects the
No Selects the industry
industry Investment
plan
Stop
No
etting Out Land (Property Lease) Process Flow
Start
Real-Estate
Integrate Portal Portal should be
Advertiser's
email server with ready with the
Database
CRM is required. advertiser
Customer requests
Inbound and information on the
for Letting out a
Outbound calling zones customer is
land property
infrastructure has to interested in.
be in place Portal should have
Advertiser’s contact Portal should have
Requests Helpdesk Search the portal information. facility to make
received by call reviews the based on customer’s Outbound India online payments by
or email request criteria calling should also be the clients.
enabled.
Send the list of Contact the short Schedule a SITE Tenant makes Customer
available Prospective Listed Prospective visit for the the initial down Informs the
Tenants to the Tenant Tenant payment Helpdesk
customer
Yes Helpdesk to
follow up with the
Yes
customer for
Customer Legal Docs
HD follows up for Customer
No Selects the
short listed Tenants selects
Details Prospectiv Tenant
e Tenant
Courier Legal
Docs to Tenant
for sign-off
No
Start
Real-Estate
Integrate Portal Portal should be
Advertiser's
email server with ready with the
Customer requests Database
CRM is required. advertiser
for Letting out a Inbound and information on the
Commercial Outbound calling zones customer is
property infrastructure has to interested in.
be in place Portal should have
Advertiser’s contact Portal should have
Requests Helpdesk Search the portal information. facility to make
received by reviews the based on customer’s Outbound India online payments by
call or email request criteria calling should also be the clients.
enabled.
Send the list of Contact the short Schedule a SITE Tenant makes Customer
available Prospective Listed Prospective visit for the the initial down Informs the
Tenants to the Tenant Tenant payment Helpdesk
customer
Helpdesk to
follow up with the
Yes
customer for
Customer Legal Docs
HD follows up for
No Customer Yes
short listed Tenants Selects the selects
Details Prospectiv Tenant
e Tenant
Courier Legal
Docs to Tenant
for sign-off
No
Yes Helpdesk to
follow up with the
Yes
customer for
Customer Legal Docs
HD follows up for Customer
No Selects the
short listed Tenants selects
Details Prospectiv Tenant
e Tenant
Courier Legal
Docs to Tenant
for sign-off
No
Yes Helpdesk to
follow up with the
Yes
customer for
Customer Legal Docs
HD follows up for Customer
No Selects the
short listed selects
apartment Details apartment Tenant
Courier Legal
Docs to Tenant
for sign-off
No
Yes Helpdesk to
follow up with the
Yes
customer for
Customer Legal Docs
HD follows up for Customer
No Selects the
short listed selects
commercial Details commercia Tenant
l
Courier Legal
Docs to Tenant
for sign-off
No
Start
Portal should be
Real-Estate ready with the
Customer requests Integrate Portal advertiser
Advertiser's
for renting email server with information on the
Database
residential CRM is required. zones customer is
property. Inbound and interested in.
Outbound calling
infrastructure has to
Portal should have
be in place Portal should have
Advertiser’s contact
Requests Helpdesk Search the portal information. facility to make
received by reviews the based on customer’s Outbound India online payments by
call or email request criteria calling should also be the clients.
enabled.
Yes Helpdesk to
follow up with the
Yes
customer for
HD follows up for Customer Legal Docs
Customer
short listed No Selects the selects
residential property residential Tenant
Details property
Courier Legal
Docs to Tenant
for sign-off
No
Real-Estate
Start Advertiser's
Database
Portal should be
ready with the
advertiser
information on the
Portal should have
zones customer is
Advertiser’s contact
interested in.
Customer browse information.
for the apartment Outbound India
on rent. calling should also be
enabled.
Customer Customer
No Yes selects Yes Tenant makes
Selects the final payment as
apartment apartment agreed.
No
Stop
dential Property Rent (Tenant’s Perspective) Process Flow
Start
Portal should be
ready with the
advertiser
information on the
zones customer is
interested in.
Customer Customer
Yes Yes Tenant makes
No Selects the selects
final payment as
residential residential
agreed.
property property
No
Stop
ommercial Rent (Tenant’s Perspective) Process Flow
Start
Portal should be
ready with the
advertiser
information on the
zones customer is
interested in.
Yes
No
Stop
Corporate Housing Process Flow
Customer Customer
Yes Yes Tenant makes
No Selects the selects
final payment as
corporate corporate
agreed.
house house
No
Stop
Real Estate Gardening Process Flow
Start Vendors
Database Portal should be
ready with the
gardening vendor
information.
Integrate Portal
Customer requests email server with
gardening for their CRM is required.
house Inbound and
Outbound calling
infrastructure has to
be in place
Yes
Customer
HD follows up for No Selects the
short listed Vendors Vendor
Stop
Real Estate Auction Process Flow
Customer is
Customer requests Search the portal notified about the
for buying property based on customer’s ongoing
through bidding criteria evaluating bids
Customer Yes
No Selects the
Yes Highest bid
of the
Property for property
bidding
Stop
No
Facility Management Process Flow
Start
Facility
Customer requests management
for facility services Database Portal should be ready
provided by the with the contacts of
portal facility management
providers.
Service provider
Lists the available Contact the short
monitors the work and
facility service Listed facility mgt
ensures the vendor
provider vendor
maintains the quality.
No Customer
Selects the Yes
Prospective
service
provider Stop
Interior Designing Process Flow
Start
Interior
Decorator
Integrate Portal email Portal should be ready
Database
server with CRM is with the interior
required. decorator information .
Inbound and Outbound
Customer requests
calling infrastructure has
for Interior
to be in place
decorator
Portal should have
Interior Decorator
contact information.
List of vendors is
displayed to the
On approval
customer
customer makes
the payment
Customer
No Service provider
HD follows up for Selects the Yes
short listed vendor monitors the work
Prospective
details and ensure
Interior
vendor maintains
decorator
the quality
Stop
Legal Advisory Process Flow
Start Portal should be ready
Legal Advisor with the Legal Advisor
Database information based on
Integrate Portal email their specialization .
Customer requests server with CRM is
for legal advisor required. Portal should have
Inbound and Outbound Legal Advisor’s contact
calling infrastructure has information. Outbound
to be in place India calling should also
be enabled.
Customer views
the report
Stop
Property Mortgage Process Flow
Start
Portal should be ready
Lender with the Lender
Database information.
Integrate Portal email
Customer provides server with CRM is
the details for required. Portal should have
mortgage Inbound and Outbound Lender’s contact
calling infrastructure has information. Outbound
to be in place India calling should also
be enabled.
Schedule a
Contact the short meeting with the
Listed Lender Lender for legal
Send the list of documentation
available lenders to
the customer
On approval the
property is
Customer mortgaged
HD follows up for
No Selects the
Yes
short listed Bank
Details Prospective
Lender
Stop
Property Evaluation Process Flow
Start
Evaluator
Integrate Portal email Portal should be ready
Database
Customer requests server with CRM is with the evaluator
for property required. information.
evaluation Inbound and Outbound Portal should have
calling infrastructure has property evaluator’s
to be in place contact information.
Outbound India calling
should also be enabled.
Requests Helpdesk Search the portal
received by reviews the based on customer’s
call or email request criteria
Property evaluator
then valuates the
Send the list of Contact the short
property and sends
available property Listed evaluator
the report to the
evaluator to the customer
customer
Customer Customer
HD follows up for Selects the reviews the report
No Yes
short listed Bank Prospective
Details property
evaluator
Stop
Construction Monitoring Process Flow
Start
Construction
Monitoring Portal should be ready
Browse Database with the Construction
Monitoring information
at various places.
Stop
Mutation of Property Process Flow
Start
Customer provides
the details for
change or transfer
of property.
Mutation
certificate will be
obtained
Municipal
No Yes
corporation will
examine and verify
it
Stop
Renovation Work Process Flow
Start
No
If
Service provider will visit the customer
customer and examines the Service provider provides satisfies Yes Service provider monitors the
Stop
house for renovation of payment details with work
interiors and exteriors payment
Details
Temporary Accommodation Process Flow
Start
Yes
If Customer
Service Provider Provides the
custom Yes request for the Customer makes
provides the accommodation
er room according final payment as
availability of rooms, according to the
satisfie to his agreed.
price details etc. request
s requirement
No
Start
Customer browses
portal for packers
and movers
Customer
shortlists
the No
packers
and
movers
Service provider
Service provider Search portal based Service provider
follows up with Start
reviews the request on criteria monitors the work
customer
Tenant Eviction Process Flow
Start
Service
Service Tenants are put under
Service provider provider
provider sends No rent control act and
reviews the negotiate
the notice to recover the rent as per
request the
tenants the law
settlements
Yes
Provide
The customer information to Courier the offer
Stop joins the customer about letter to the
organization Joining Dates customer
and Location
Providing IT Jobs Process Flow 02/01/2008
Yes
Yes Yes
HD follows up for Customer Employer
No Selects the Helpdesk to
short listed employer selects the
Prospective follow up with the
Details candidate
Employer employer for offer
Tie-up is required with the letter
courier service for logistic
support (pickup and drop of
No documents
Provide
The customer information to Courier the offer
Stop joins the customer about letter to the
organization Joining Dates customer
and Location
Jobs Providers Process Flow 02/01/2008
Start
Employers provide
Employer’s
list of various
Database
positions vacant
Portal
HD sends the
generates a
list of available Stop
unique ID for
candidates etc
their request
Career Counseling Process Flow 02/01/2008
Start
Start
HD provides a
Sends a HD receives the Customer
list of institutes
request for request and contacts the
providing Stop
placement searches the institute online
placement
assistance database or in person
assistance
“Build Your Resume” Process Flow 02/01/2008
Start
Customer registers
to the portal Resume
providing Database
necessary details
Start
Customer registers
to the portal Resume
providing Database
necessary details
Start
HD forwards a
Requests for HD searches the
model salary
a model database as per Stop
report to the
salary report the info provided
customer
Free Personality Test Process Flow 02/01/2008
Start
Integrate Portal to
computer sales Portal should be ready
Start advertiser database. with the advertiser
Inbound and Outbound information on the
calling infrastructure has brands of computers
Customer browses to be in place customer is interested
Computer
the portal for the in.
Seller’s
computer he
Database
requires
Yes Yes
Yes
Customer makes
online payment Customer
Inform the seller to No continues
cancel the order with the
order
Portal should have
facility to make online
payments by the clients.
Integrate Portal to
Start advertiser database. Portal should be ready
Inbound and Outbound with the advertiser
calling infrastructure has information on the
to be in place software and
Computer accessories customer is
Customer browses Software and interested in.
the portal for the Accessories
product he requires Database
Yes Yes
Yes
Customer makes
online payment Customer
Inform the seller to No continues
cancel the order with the
order
Portal should have
facility to make online
payments by the clients.
Start
Integrate Portal to
Start Portal should be ready
advertiser database.
Inbound and Outbound with the advertiser
calling infrastructure has information on the
to be in place brands of mobiles
customer is interested
Customer browses
Mobile Seller’s in.
the portal for the
Database
mobile he requires
Yes Yes
Yes
Customer makes
online payment Customer
Inform the seller to No continues
cancel the order with the
order
Portal should have
facility to make online
payments by the clients.
Start
Mobile Service
Provider’s
Database Portal should be ready
Customer requests Integrate Portal email with the advertiser
for Servicing of his server with CRM is information on the
mobile required. zones customer is
Inbound and Outbound interested in.
calling infrastructure has
to be in place
Portal should have
Advertiser’s contact Portal should have
Requests Helpdesk Search the portal information. Outbound facility to make online
received by reviews the based on customer’s India calling should also payments by the clients.
call or email request criteria be enabled.
Customer makes
Stop final payment as
agreed.
Loan Process Flow 02/01/2008
Helpdesk to
Customer Yes follow up with the
selects the Bank for the loan
Bank documents
HD follows up for Customer
No Selects the Yes Tie-up is required with the
short listed Bank
Details Prospective courier service for logistic
Bank support (pickup and drop of
No documents
Customer Yes
selects the
HD follows up for Customer Insurance
short listed No Selects the Yes plan
Insurance product Insurance
Details product
Stop
No
Investment Services Process Flow 02/01/2008
Customer Yes
selects the
HD follows up for Customer Investment
short listed No Selects the Yes plan
Investment service Investment
provider’s service
Details provider Stop
No
Venture Fund Process Flow
Yes
Yes
Yes Helpdesk to
follow up with the
Customer Customer
HD follows up for organization for
No Selects the selects the the fund
short listed Fund Prospective Fund fund
provider Details documents
provider provider
Tie-up is required with
the courier service for
logistic support (pickup Courier the fund
No and drop of documents documents to the
customer
Yes
Service
Provider
Customer Selects Ye
N approves
the Legal
o Advisory service s the request?
provider
No Stop
Document Drafting Advisory Service Process Flow
Document
Start Drafting
Advisory Portal should be
Service ready with the
Integrate Portal providers Investment service
Customer requests email server with Database
CRM is required. provider’s
for an Document information on the
Drafting advisory Inbound and
Outbound calling zones customer is
Service interested in. Portal should have
infrastructure has to
Investment service
be in place
provider’s contact
information.
Requests Helpdesk Search the portal Outbound India
received by reviews the based on customer’s calling should also be
call or email request criteria enabled.
Yes
Customer Service
N Provider
Selects the Ye
o Advisory approves
s the request?
service
provider
Stop
No
General Insurance Process Flow
No
Stop
Life Insurance Process Flow
Insurance
Start
providers
Database
Portal should be
ready with the
Customer fills the Integrate Portal Insurance provider’s
email server with information on the
Life insurance form
CRM is required. zones customer is
and submits it Inbound and interested in.
Outbound calling Portal should have
infrastructure has to Insurance company’s
be in place contact information.
Outbound India
Requests Search the portal calling should also be
Helpdesk
received based on enabled.
reviews the
by call or customer’s
request
email submitted form
HD follows up Customer
Helpdesk to follow up
for short listed Customer Yes with the insurance
No Selects the Yes selects the
Insurance Insurance company for the
Insurance
product product plan documents
Details
No
Stop
Mortgage Process Flow
Mortgage
Start providers Portal should be Portal should have
Database ready with the mortgage
mortgage provider’s company’s contact
Customer fills Integrate Portal
information on the information.
the Mortgage email server with
form and zones customer is Outbound India
CRM is required.
submits it interested in. calling should also be
Inbound and
enabled.
Outbound calling
infrastructure has to
be in place
Stop
Personal Banking Process Flow
Start Bank
Portal should be Portal should have
Database
ready with the Banks’ contact
Banking service information.
Integrate Portal
Customer provider’s Outbound India
email server with
requests for information on the calling should also be
CRM is required.
Personal Banking zones customer is enabled.
Inbound and
interested in.
Outbound calling
infrastructure has to
be in place
Search the Follow up with the HD submits the
Requests Helpdesk
portal based on customer for filled documents and
received by reviews the
customer’s application form application form to
call or email request
criteria and documents the bank
Stop
NRI Banking Process Flow
Start Bank
Portal should be Portal should have
Database
ready with the banks’ contact
Banking service information.
Integrate Portal
Customer provider’s Outbound India
email server with
requests for NRI information on the calling should also be
CRM is required.
Banking zones customer is enabled.
Inbound and
interested in.
Outbound calling
infrastructure has to
be in place
Search the Follow up with the HD submits the
Requests Helpdesk
portal based on customer for filled documents and
received by reviews the
customer’s application form application form to
call or email request
criteria and documents the bank
Stop
Investment Services Process Flow
Portal should be ready
Start with the Investment
Investment
service provider’s
service
information on the
providers
zones customer is
Customer Database
Integrate Portal email interested in.
requests for an
Investment server with CRM is
product required.
Inbound and Outbound
calling infrastructure has Portal should have
to be in place Investment service
provider’s contact
information. Outbound
Requests Helpdesk Search the portal India calling should also
received by reviews the based on be enabled.
call or email request customer’s criteria
No
Financial Advisor Process Flow
Start Financial
Advisor
service
providers
Database Portal should be ready
Integrate Portal email with the Financial
Customer Advisor service
server with CRM is
requests for an provider’s information
required.
Financial Advisor on the zones customer
Inbound and Outbound
calling infrastructure has is interested in.
Portal should have
to be in place
Financial Advisor
service provider’s
contact information.
Requests Helpdesk Search the portal Outbound India calling
received by reviews the based on should also be enabled.
call or email request customer’s criteria
Customer
HD follows up for
Selects the
short listed No Yes
Financial
Financial Advisor
Advisor
service provider’s
service
Details
provider
Share Trading Process Flow
Custo
Contact the Schedule a mer
Send the list of
has
available Share short Listed meeting with Yes
Share Trading the customer dema
Trading service
service and the t
providers to the
providers executive accou
customer
nt
No
Yes
Customer Customer
HD follows up for
Selects the Customer Create makes the
short listed Share No selects the
Yes Demat payment to the
Trading service Share
Trading Investment Account Share Trading
provider’s
service plan company
Details
provider
Helpdesk to
No follow up with
the Share
Trading
company for
the documents
Stop
Commodity Services Process Flow
Start commodity
service
providers
Database
Yes
No
Bullion Services Process Flow
Bullion
Start service Portal should be ready
providers with the Bullion service
Database provider’s information in
the zones customer is
interested in.
Customer Integrate Portal email
requests for an server with CRM is Portal should have
Bullion service required. Bullion service
Inbound and Outbound provider’s contact
calling infrastructure has information. Outbound
to be in place India calling should also
be enabled.
Schedule a Helpdesk to
Send the list of Contact the
meeting with Customer follow up with
available Bullion short Listed
the customer makes Buy/sell the Bullion
service providers Bullion service
and the transactions Market for the
to the customer providers
executive documents
Stop
No
Mutual Funds Process Flow
Start Mutual
Funds
providers
Database
Customer
requests for an
Portal should be ready
Mutual Funds Integrate Portal email with the Mutual Funds
server with CRM is provider’s information
required. on the zones customer
Inbound and Outbound is interested in.
calling infrastructure has
Portal should have
to be in place
Mutual Funds
company’s contact
information. Outbound
Requests Helpdesk Search the portal India calling should also
received by reviews the based on be enabled.
call or email request customer’s criteria
Schedule a Helpdesk to
Customer
Send the list of Contact the meeting with follow up with
makes the
available types of short Listed the customer the Mutual
payment to the
mutual funds to Mutual Funds and the Mutual Funds company
Mutual Funds
the customer providers Funds for the
company
executive documents
Yes
HD follows up for Customer Yes
Customer
short listed Mutual No selects the
Selects the
Funds Mutual
Mutual
Details Funds plan
Funds
Stop
No
Trading Instrument Process Flow
Start Trading
Instrument
service
providers Portal should have
Customer Integrate Portal email Database Trading Instrument
requests for an server with CRM is service provider’s
Trading required. contact information.
Instruments Inbound and Outbound Outbound India calling
calling infrastructure has should also be enabled.
to be in place
Yes
Yes
Yes
Customer Customer
HD follows up for No Selects the selects the Helpdesk to
short listed Bank
Prospective Bank follow up with
Details
Bank the Bank for
the Demat A/C
documents
No
Start Department of
industrial policy
and promotion
Database Portal should be
Customer ready with the
searches the information provided
portal to invest for investor
in industrial facilitation
sectors
SIA window
The portal provide investor
Customer fills the
provides the web facilitation of the
application
link of secretarial automatic route
provided by the
for industrial and those that
SIA to invest .
assistance (SIA) requires RBI
clearance
Stop
India Fund Process Flow
Start
Investment
India Fund
company
Database
Customer
requests to
Portal should be ready
know details to
with the Investment
provide fund to Integrate Portal email service provider’s
India server with CRM is information on the
required. zones customer is
Inbound and Outbound interested in.
calling infrastructure has Portal should have
to be in place Investment service
provider’s contact
information. Outbound
India calling should also
Requests Helpdesk Search the portal be enabled.
received by reviews the based on
call or email request customer’s criteria
Customer
HD follows up for Customer
Selects the Yes
short listed No selects the Yes
specific
Investment service specific
Investment
provider India Fund
India fund
Details Stop
provider
No
Money Transfer Process Flow
Start Money
Transfer
providers Portal should be ready
Database with the Money Transfer
service provider’s
Integrate Portal email information on the
Customer requests
server with CRM is zones customer is
Money Transfer
required. interested in.
Inbound and Outbound Portal should have
calling infrastructure has Money Transfer service
to be in place provider's agent location
details. Outbound India
calling should also be
Requests Helpdesk Search the portal enabled.
received by call, reviews the based on customer’s
email or online. request criteria
Customer
Send the list of selects an Customer fills in
Send the list of
Available agent location Yes the application
available Money
locations of the of given form provided by
Transfer service
short listed service the service
providers to
provider provider. provider
customer
No
HD follows up for Customer
short listed Money No
Selects the Yes Helpdesk to
Transfer service Money follow up with the
provider Transfer service provider
Details service for the further
provider process
Stop
Foreign Exchange Process Flow
Foreign
Start
Exchange
Integrate Portal email providers Portal should be ready
server with CRM is Database with the Investment
required. service provider’s
Inbound and Outbound information in the zones
Customer requests calling infrastructure has
for Foreign customer is interested
to be in place in.
Exchange Portal should have
Investment service
provider’s contact
Helpdesk Search the portal information. Outbound
Requests for
reviews the based on customer’s India calling should also
online trading
request criteria be enabled.
Customer requests
for Foreign
Exchange currency
rates
Send the list of Contact the short Schedule a
Listed Foreign meeting with the Customer trades
available Foreign
Exchange customer and the with the company
Exchange providers
to the customer provider. executive
Views
currency rates
Helpdesk to
Customer follow up with the
HD follows up for Yes Customer
short listed Foreign
No Selects the selects type Yes trading company
Foreign for the
Exchange provider of FOREX
Exchange documents
Customer Details trading
satisfied Yes provider
with the
currency
rates No
No
Stop
Corporate Foreign Exchange Process Flow
Foreign
Start Exchange
providers
Database
Helpdesk to
Send the list of Contact the short Schedule a
follow up with the
available Foreign Listed Foreign meeting with the Customer trades
trading company
Exchange providers Exchange customer and the with the company
for the
to the customer provider. executive
documents
Yes
Yes
HD follows up for Customer Customer
short listed Foreign No Selects the selects type
Exchange provider Foreign of FOREX
Details Exchange trading
provider Stop
No
Astrological Services Process Flow
Start
Portal should be
Astrologers ready with the
Integrate Portal Database advertiser
Customer requests
for astrological email server with information on the
service CRM is required. categories of
Inbound and automobiles
Outbound calling customer is Portal should have
infrastructure has to interested in. Advertiser’s contact Portal should have
be in place information. facility to make
Outbound India online payments by
calling should also be the clients.
Requests Helpdesk Search the portal
enabled.
received by reviews the based on customer’s
call or email request criteria
Customer
Contact the short receives the
Send the list of Listed astrologer Customer
services from
available astrologers Informs the
astrologers and
to the customer Helpdesk
makes the
payment
Customer Yes
HD follows up for Customer
No Selects the Yes
short listed selects an
astrologers astrologer
astrologer Details
Stop
No
Ayurvedic Centers and Resorts
Start
Customer the
Browses portal for
Ayurvedic centers
and resorts Integrate Portal to
Vedic mathematics
database
Customer selects
the required site
Stop
Vedic Mathematics (Online tutorial) Process Flow
Start
Customer
Browses the
portal for online
tutorial
Integrate Portal to
Vedic mathematics
database
Start
Integrate Portal to Portal should be ready
university database. with the different
universities customer is
interested in.
Customer browses University
the portal for the Database
universities
Yes
Customer makes
online payment of
the course and
processing fees
HD applies to the
The University
concerned
sends the The customer takes the
university and
acceptance letter admission in the university
forward all the
to the customer
docs
College Calendar Process Flow
Start
Customer logs on
to the Portal for
checking the
College Calendar Integrate portal with
the College Calendar.
Customer Selects
the University or a
particular
Information
category
Customer is
provided with all
the information as
requested by him.
Customer can
subscribe for
receiving information
about the selected
category thru e-mail
Stop
Educational Consultancies Process Flow
Start
Consultancies
register with our
Portal for offering
their services Integrate portal with
the Consultancies
Website. Educational
Consultancies’
Database
Customers request
for the information
based on category
selected.
Customer is
provided with list
of consultancies
based on the
preferences given.
Stop
Correspondence Courses Process Flow
Start
Customer selects
the Course he/she
is interested in. Integrate portal with
the University
Database Correspondence
Courses
Database
Based on
preference the list
of University
offering course is
provided.
Customer can
subscribe for
receiving
information about
the selected
category thru e-
mail
Stop
Cultural Program Process Flow
Start
University register
with the portal for
providing the
information about
its Cultural Events Integrate portal with
the University University
Database Cultural Events
Customer search Database
for the Event
based on options
available for the
registered
universities.
Customer can
select the event
based on
University/ College
and will be
provided all the
information about
the same.
Stop
Educational Counseling Process Flow
Start
Qualified people
register to the
portal as
educational
counselors Integrate portal with
the University Educational
Database counselor’s
Database
HD schedules a
HD contacts the The customer meeting with the
HD contacts the
customer with the makes an online customer and
counselor meeting Stop
counselors payment of the counselor upon
the requirement
information service charges receiving the service
charges
e-Books Process Flow
Start
Customer selects
the e-book tab
Customer Education
searches the portal forum
for a particular Database
forum
Customer can
The list of forum Customer selects the
participate in the Stop
are displayed link he is interested in
forum
Education Schemes (Govt/Pvt) Information Process Flow 07/01/2008
Customer Education
searches the portal Schemes
for a particular Database
course and location
List of such
Customer can compare Gets the contact
schemes are
between the different info of the select Stop
displayed based on
schemes available scheme
search criteria
E-Learning Process Flow 07/01/2008
E-learning
Customer browses
providers
the portal for online
Database
course available
HD informs the
List of such
Customer can compare Customer selects the provider after
courses are receiving the fees
between the different course by paying fees Stop
displayed based on and the course is
courses available online
search criteria provided
Exchange Program Process Flow 07/01/2008
Customer browses
the portal for E-learning
exchange providers
programs offered Database
by different college
and universities
Stop
Guest Faculty Process Flow
Start
Qualified people
register to the
portal as Guest
Faculty
Integrate portal with
the University Guest Faculty
Database Database
HD schedules a
Both the university
HD contacts the meeting with the
HD contacts the and faculty makes
Faculty meeting university and
university with the an online payment Stop
the requirement of faculty upon
faculty information of the service
the university receiving the service
charges
charges
Inter-College Competition Process Flow
Start
Customer
searches the info
on inter-college
competition
Integrate portal with
the University Inter-college
Database Competition
Database
Fills the
information to
register to the
event online
HD sends the
HD receives the
intimation to the
request and HD gets an approval
customer via email Stop
contacts the from the organizers
to participate in the
organizer
event
Internship Process Flow
Start
Customer
searches the info Internship
on internship Database
provided by diff
organizations Integrate portal with
the organizations
providing internships
Database
Fills the
information to
register for
internship
Customer Library
searches the portal Database
for a library and
location
List of such
Customer can check Gets the contact
libraries are
for the kind of books info of the select Stop
displayed based on
available in the library library
search criteria
Scholarships Process Flow 07/01/2008
Customer browses
the portal for University
seminars and Database
presentations held
by different
universities
Stop
Technical Festivals Process Flow 07/01/2008
Customer browses
the portal for University
technical Database
symposiums held
by different
universities
Once confirmation is
Customer registers HD scans the request University sends the
received customer pays HD applies to the
for the selected and forwards to the acceptance letter to
the application fee concerned university
symposium university the customer directly
online
Stop
Applicants Publications Process Flow 07/01/2008
Publications
Customer logs on Database
to the portal
Enters in the
Displays all the
services tab called
publications done by Logs out of the portal Stop
“Applicant
the applicant
Publications”
Trainings Process Flow 07/01/2008
Customer browses
the portal for Training
trainings conducted Database
by different
organizations
HD applies to the
respective institute
Customer browses
the portal for Workshops
workshops Database
conducted by
different
universities
HD applies to the
respective university
Customer browses
the portal for art Art and crafts
classes conducted institutes
by different Database
institutes
HD applies to the
respective institute
Services
Customer logs on Database
to the portal
Astrological
Customer logs on Services
to the portal Database
Astrology
Customer logs on Database
to the portal
Beauty
Customer logs on services
to the portal Database
Celebrity
Customer logs on Database
to the portal
Cookery
Customer logs on Database
to the portal
Cuisines
Customer logs on Database
to the portal
Current
Customer logs on Events
to the portal Database
Event
Customer logs on Managers
to the portal Database
Exclusives
Customer logs on Database
to the portal
Family and
Customer logs on Parenting
to the portal Database
Enters in the
Checks for the
services tab called
information on the sub Logs out of the portal Stop
“Family and
service
Parenting”
Fashion Process Flow 07/01/2008
Fashion
Customer logs on Database
to the portal
Fitness
Customer logs on Database
to the portal
Good Living
Customer logs on Database
to the portal
Horoscope
Customer logs on Database
to the portal
Jokes
Customer logs on Database
to the portal
Jokes
Customer logs on Database
to the portal
Painting
Customer logs on information
to the portal Database
Recipes
Customer logs on Database
to the portal
Style
Customer logs on Database
to the portal
Tailors
Customer logs on Database
to the portal
Start Event
Managers’
Database Portal should be ready
with the Event
Management service
Customer requests provider’s information
Integrate Portal email on the zones customer
for an Event
server with CRM is is interested in.
Management service
required. Portal should have
providers
Inbound and Outbound Event Management
calling infrastructure has service provider’s
to be in place contact information.
Outbound India calling
should also be enabled.
Customer
HD follows up for Selects the
short listed Event No
Management service
Event Yes
Management
provider’s service
Details provider
Event Management Process Flow
Start Caterers’
Database
Portal should be ready
with the catering service
provider’s information
on the zones customer
Customer requests Integrate Portal email is interested in.
for an catering server with CRM is
service providers required. Portal should have
Inbound and Outbound catering service
calling infrastructure has provider’s contact
to be in place information. Outbound
India calling should also
be enabled.
Customer
HD follows up for Selects the
short listed Event No
Management service
catering Yes
service
provider’s provider
Details
Dating Services Process Flow 07/01/2008
Dating
Customer logs on services
to the portal Database
No
Decorative Services Process Flow 07/01/2008
Decorative
Customer logs on Services
to the portal Database
Enters in the
Checks for the Transacts online by
services tab called
information on the sub filling the order form Logs out of the portal Stop
“Decorative
service and paying online
Services”
Food and Entertainment Services Process Flow 07/01/2008
Food and
Customer logs on Entertainment
to the portal Services
Database
Food and
Customer logs on Entertainment
to the portal Services
Database
Integrate Portal to
advertiser database. Portal should be ready
Start with the advertiser
Inbound and Outbound
calling infrastructure has information on the
to be in place categories of products
customer is interested
Customer browses in.
Advertiser's
the portal for the
Database
product he requires
Yes Yes
Yes
Customer makes
online payment Customer
Inform the seller to No continues
cancel the order with the
order
Portal should have
facility to make online
payments by the clients.
* Deliveries, Apparel, Greeting Cards, Jewellery, Perfumes and Fragrances, Toys, Gifts, Home and Garden, etc
Gardening Services Process Flow 07/01/2008
Gardening
Customer logs on Services
to the portal Database
NGO
Customer logs on Database
to the portal
Donation certificate is
Searches for the
Fills an online donation Makes the payment send to the customer
organization he Stop
form online via email to claim IT
wants to donate
benefit
Material Donation Process Flow 07/01/2008
NGO
Customer logs on Database
to the portal
NGO
Customer logs on Database
to the portal
E-paper / e-
Customer logs on magazine
to the portal Database
Customer logs on
to the portal and Matrimonial
creates his profile Database
by adding
information
Custome Yes
Searches the Gets in touch with the
r selects Stop
database for a concerned person
the
possible match directly
match
No