Working with the staff, SCORE have developed process flows for the primary revenue streams – telephone, walk-in, mail-in, and internet orders for classes, memberships, donations, and sales of art.  These transaction processes are complemented by an End of Day process which finalizes the transactions,  posts the ledger accounts, and deposits monies into the bank. There are four key roles in these processes – Front Lobby, Rear Lobby, Officer Manager, and Accounting. We have mapped the flow of the various transactions to ensure controls and to simplify the processes. 

 

Using the process maps, SCORE's mentor reviewed the flows with the entire staff in a group meeting to gain consensus that the flows are accurate and also ensure a common understanding of the flows. This review meeting resulted in many suggestions for improvement and streamlining and a general education for everyone how the processes really work. The process flows were then updated with the results of the meeting and further improvements implemented.  A next step is to use these process flows to review the new computer system which is being designed to ensure it meets requirements and reflects the true needs of the organization.