Evaluating the live system against business process flows and baseline KPIs
Key Takeaway
Compare the live system with the process maps and with baseline KPIs. Then open the CRM Analytics for Manufacturing dashboard that matches the process to see where results fall short of plan.
Evaluating the live system means checking whether Agentforce Manufacturing actually supports the business processes and goals it was built for. You compare how work really flows after go-live with the process maps drawn earlier. You also compare key performance indicators (KPIs), such as agreement compliance and forecast accuracy, against a baseline. The gaps show deviations to fix or areas to improve.
Compare the live flow with the process map
A "before and after" set of process flow diagrams shows how things improved over the project. The diagrams also help you judge how a solution fits with the current process.
The people who use a process every day are the experts on it. They can fill gaps and correct mistakes in a map. They are also a rich source of information about frustrations and inefficiencies.
A pump maker drew a "before" map of its monthly compliance review: export orders, paste them into a spreadsheet, compare them with agreement terms, then email the account executives. After go-live, the "after" map replaces the first three steps with one step: open the sales agreement and review planned versus actual quantities. Side by side, the two maps show the improvement. The team then reviews the "after" map with Lena, an account executive who runs the review every month. She points out a step nobody drew: she still checks credit holds in another system before she calls a customer, so the team adds the step to the map and flags it as an area to improve.