Complete System Hierarchy: Goal → KRA → Ticket → Prompt → Form → Workflow → Process → Tasks → KPI

Accounts Payable (AP)

Level	Description & Example	Department
Goal	Ensure timely vendor payments with 30-day terms and maximize early payment discounts.	AP
KRA	Vendor Invoice Processing - Process invoices within 48 hours with 99% accuracy.	AP
Ticket	TKT-AP-2023-0456 - Process invoice #INV-78910 from ABC Suppliers.	AP
Prompt	Chat Prompt: "New invoice received via email. Process within 48 hours." Email Trigger: Automated invoice extraction and validation.	AP
Form	Invoice Processing Form Fields: Vendor, amount, PO, GST, terms	AP
Workflow	AP Executive → Dept Head → Finance Manager → Payment	AP
Process	1. Receive invoice 2. Match PO/GRN 3. Verify GST 4. Approvals 5. Schedule payment 6. Process payment 7. File	AP
Tasks	Verify GSTIN Match quantities Calculate tax Route approvals Schedule payment	AP
KPI	Dashboard: 98% on-time payments, 99.5% accuracy, ₹45K discounts captured, 36h avg processing	AP

Accounts Receivable (AR)

Level	Description & Example	Department
Goal	Minimize DSO to 45 days and reduce bad debt below 1%.	AR
KRA	Customer Collections - Collect 95% within payment terms.	AR
Ticket	TKT-AR-2023-0789 - Follow up ₹5L overdue from XYZ Corp.	AR
Prompt	Chat Prompt: "Payment 60 days overdue. Send reminder email+SMS." QR Code: Payment QR on invoice	AR
Form	Credit Control Form Fields: Customer, overdue amount, days, actions	AR
Workflow	AR Executive → AR Manager → Sales Head → Legal	AR
Process	1. Aging report 2. Prioritize 3. Send reminders 4. Escalate 5. Negotiate 6. Process payments 7. Update	AR
Tasks	Call customer AP Send reminder Update CRM Schedule follow-up Process payment	AR
KPI	Dashboard: DSO 47 days, 94% collection, 0.8% bad debt, 12 invoices >60 days	AR

General Ledger (GL)

Level	Description & Example	Department
Goal	Ensure accurate financial reporting and timely month-end closures.	GL
KRA	Monthly Financial Closure - Close within 5 working days with zero adjustments.	GL
Ticket	TKT-GL-2023-0112 - Process June month-end accruals.	GL
Prompt	Chat Prompt: "Month-end closing due in 2 days. Complete reconciliations." Scheduler: Automated closing checklist	GL
Form	Journal Entry Form Fields: Account, amount, description, supporting docs	GL
Workflow	Accountant → GL Manager → Controller → Post	GL
Process	1. Reconciliations 2. Accruals 3. Depreciation 4. Adjustments 5. Trial balance 6. Statements 7. Review	GL
Tasks	Reconcile bank Calculate depreciation Prepare accruals Post entries Generate reports	GL
KPI	Dashboard: 4.2 days closure, 100% accuracy, 0 adjustments, 99% reconciliation	GL

GST Compliance

Level	Description & Example	Department
Goal	100% compliance with zero penalties and maximize input tax credit.	GST
KRA	GST Return Filing - File all returns before due date with 100% accuracy.	GST
Ticket	TKT-GST-2023-045 - File GSTR-3B for July 2023.	GST
Prompt	Chat Prompt: "GSTR-3B due in 3 days. Start reconciliation." OCR: Auto-extract invoice data	GST
Form	GST Return Form Fields: Sales/purchase data, tax liability, reconciliation	GST
Workflow	Tax Exec → Tax Manager → Controller → E-filing	GST
Process	1. Extract data 2. Reconcile 2A/2B 3. Identify mismatches 4. Calculate liability 5. Prepare return 6. Approve 7. File	GST
Tasks	Extract sales data Reconcile 125 invoices Follow up vendors Calculate tax Prepare challan	GST
KPI	Dashboard: 100% on-time filing, ₹0 penalties, 98% ITC claimed, 99.5% accuracy	GST

Tax

Level	Description & Example	Department
Goal	Minimize tax liability through legal optimization and ensure compliance.	TAX
KRA	Tax Planning & Compliance - Reduce effective tax rate by 2% while maintaining 100% compliance.	TAX
Ticket	TKT-TAX-2023-056 - Prepare advance tax calculation for Q2.	TAX
Prompt	Chat Prompt: "Advance tax due in 15 days. Calculate liability." AI Driving: Tax optimization suggestions	TAX
Form	Tax Computation Form Fields: Income, deductions, exemptions, tax liability	TAX
Workflow	Tax Analyst → Tax Manager → CFO → Payment	TAX
Process	1. Gather financial data 2. Apply tax laws 3. Calculate liability 4. Identify savings 5. Prepare computation 6. Review 7. File/pay	TAX
Tasks	Analyze Q2 profits Apply section 80C deductions Calculate advance tax Prepare Form 26AS reconciliation Generate challan	TAX
KPI	Dashboard: Effective tax rate 25.2%, ₹0 penalties, 100% compliance, ₹15L tax savings	TAX

Human Resources (HR)

Level	Description & Example	Department
Goal	Reduce turnover by 15% and improve time-to-hire to 30 days.	HR
KRA	Recruitment & Onboarding - Fill vacancies within 45 days with 90% satisfaction.	HR
Ticket	TKT-HR-2023-0345 - Hire Senior Engineer (Req #2023-ENG-05).	HR
Prompt	Chat Prompt: "New hiring request approved. Start sourcing with AI screening." Email Trigger: Auto-post to job portals	HR
Form	Job Offer Form Fields: Candidate, position, salary, benefits, joining date	HR
Workflow	Recruiter → Hiring Manager → Dept Head → HR Director	HR
Process	1. Requisition 2. Posting 3. Screening 4. Interviews 5. Selection 6. Offer 7. Onboarding	HR
Tasks	Post on LinkedIn Screen 25 resumes Schedule interviews Background check Prepare offer letter	HR
KPI	Dashboard: Time-to-hire 32 days, turnover 12%, satisfaction 91%, cost-per-hire ₹85K	HR

Payroll

Level	Description & Example	Department
Goal	Process 100% accurate payroll by 5th of each month with zero compliance issues.	Payroll
KRA	Salary Processing & Compliance - Ensure 100% accurate calculations and statutory compliance.	Payroll
Ticket	TKT-PAY-2023-078 - Process August 2023 payroll for 500 employees.	Payroll
Prompt	Chat Prompt: "Payroll processing due in 2 days. Run pre-check." Scheduler: Automated payroll calendar	Payroll
Form	Payroll Input Form Fields: Attendance, leaves, OT, deductions, reimbursements	Payroll
Workflow	Payroll Exec → HR Manager → Finance → Processing	Payroll
Process	1. Data collection 2. Validation 3. Calculations 4. Deductions 5. Net pay 6. Approvals 7. Disbursement	Payroll
Tasks	Collect attendance data Calculate OT for 50 employees Compute PF/ESI deductions Generate payroll register Initiate bank transfers	Payroll
KPI	Dashboard: 100% on-time, 99.9% accuracy, 0 compliance issues, 2.5 days processing	Payroll

Customer Relationship Management (CRM)

Level	Description & Example	Department
Goal	Increase retention by 20% and achieve 95% customer satisfaction.	CRM
KRA	Customer Service - Resolve 90% of issues within 24 hours.	CRM
Ticket	TKT-CRM-2023-0891 - Address delivery complaint from Customer #CUST-5678.	CRM
Prompt	Chat Prompt: "Customer complaint received. Assign priority P1." Email Trigger: Auto-acknowledgment to customer	CRM
Form	Complaint Resolution Form Fields: Customer, issue, priority, root cause, solution	CRM
Workflow	Support Agent → Team Lead → Logistics → Customer	CRM
Process	1. Log complaint 2. Assign priority 3. Investigate 4. Coordinate 5. Plan 6. Implement 7. Follow-up	CRM
Tasks	Call customer Check order status Coordinate delivery Offer discount Update CRM	CRM
KPI	Dashboard: CSAT 94%, 22h avg resolution, 89% first-contact, retention 85%	CRM

SDR - Sales Development

Level	Description & Example	Department
Goal	Generate 200 qualified leads per month with 30% conversion to opportunities.	SDR
KRA	Lead Generation & Qualification - Achieve 15% response rate on outreach campaigns.	SDR
Ticket	TKT-SDR-2023-112 - Follow up with 50 leads from Tech Conference.	SDR
Prompt	Chat Prompt: "New leads imported from conference. Start outreach sequence." AI Driving: Lead scoring and prioritization	SDR
Form	Lead Qualification Form Fields: Lead source, BANT criteria, next steps, notes	SDR
Workflow	SDR → Team Lead → Sales Manager → CRM Update	SDR
Process	1. Lead import 2. Scoring 3. Outreach 4. Qualification 5. Handoff 6. Follow-up 7. Update CRM	SDR
Tasks	Send 50 personalized emails Make 30 follow-up calls Score leads using BANT Schedule 10 demos Update Salesforce	SDR
KPI	Dashboard: 220 leads/month, 32% conversion, 16% response rate, 45 meetings booked	SDR

Tender Management

Level	Description & Example	Department
Goal	Win 30% of tenders bid for with minimum 15% profitability.	Tender
KRA	Tender Submission & Compliance - Submit 100% of tenders before deadline with complete documentation.	Tender
Ticket	TKT-TDR-2023-045 - Prepare bid for Highway Project tender #NHAI-789.	Tender
Prompt	Chat Prompt: "New tender published. Deadline in 21 days. Start bid preparation." Email Trigger: Tender alert subscription	Tender
Form	Tender Bid Form Fields: Tender details, technical proposal, commercial bid, compliance checklist	Tender
Workflow	Bid Manager → Technical Head → Commercial → Management	Tender
Process	1. Tender analysis 2. Team formation 3. Technical proposal 4. Costing 5. Documentation 6. Review 7. Submission	Tender
Tasks	Analyze tender document Prepare technical proposal Calculate project cost Gather compliance docs Finalize bid price	Tender
KPI	Dashboard: 35% win rate, 18% avg margin, 100% on-time submission, ₹2.5B pipeline	Tender

Project Management

Level	Description & Example	Department
Goal	Deliver 95% of projects on time, within budget, meeting quality standards.	Project
KRA	Project Delivery & Control - Maintain project margins above 20% with zero major scope creep.	Project
Ticket	TKT-PRJ-2023-178 - Address 2-week delay in Project Alpha Phase 2.	Project
Prompt	Chat Prompt: "Project milestone missed. Schedule recovery meeting." Scheduler: Automated milestone tracking	Project
Form	Project Status Form Fields: Progress, issues, risks, ETC, EAC, next steps	Project
Workflow	PM → PMO → Sponsor → Action	Project
Process	1. Plan review 2. Progress assessment 3. Issue identification 4. Recovery planning 5. Resource allocation 6. Implementation 7. Monitoring	Project
Tasks	Update project schedule Identify critical path delays Allocate additional resources Update risk register Communicate to stakeholders	Project
KPI	Dashboard: 92% on-time delivery, 21% margin, 95% quality, 8.5/10 client satisfaction	Project

Service Delivery Management (SDM)

Level	Description & Example	Department
Goal	Maintain 99.5% SLA compliance and achieve 95% customer satisfaction.	SDM
KRA	Service Level Management - Ensure 100% of SLAs are met with proactive issue resolution.	SDM
Ticket	TKT-SDM-2023-189 - Address SLA breach for Customer ABC's critical application.	SDM
Prompt	Chat Prompt: "SLA breach detected. Escalate to L2 support immediately." Email Trigger: SLA breach notification to stakeholders	SDM
Form	SLA Breach Form Fields: Customer, service, breach duration, impact, root cause, action plan	SDM
Workflow	Service Desk → SDM → Delivery Head → Customer	SDM
Process	1. Monitor SLAs 2. Detect breach 3. Analyze impact 4. Escalate 5. Resolution 6. Customer communication 7. Preventive actions	SDM
Tasks	Check monitoring alerts Assess breach severity Coordinate support teams Update service report Communicate to customer	SDM
KPI	Dashboard: SLA compliance 99.6%, CSAT 96%, MTTR 2.5h, 3 SLA breaches/month	SDM

Services

Level	Description & Example	Department
Goal	Achieve 40% services revenue growth with 35% gross margin.	Services
KRA	Service Delivery & Customer Satisfaction - Maintain 90%+ customer retention with upsell opportunities.	Services
Ticket	TKT-SVC-2023-234 - Implement new feature for Client XYZ's managed service.	Services
Prompt	Chat Prompt: "New feature request approved. Schedule implementation." AI Driving: Service optimization suggestions	Services
Form	Service Request Form Fields: Client, requirements, scope, timeline, resources, billing	Services
Workflow	Service Manager → Delivery → Quality → Client Approval	Services
Process	1. Requirement gathering 2. Solution design 3. Resource allocation 4. Implementation 5. Testing 6. Client review 7. Billing	Services
Tasks	Design solution architecture Allocate technical resources Develop feature Perform UAT Prepare documentation	Services
KPI	Dashboard: 38% revenue growth, 36% margin, 92% retention, 8.7/10 satisfaction	Services

Manufacturing

Level	Description & Example	Department
Goal	Increase efficiency by 12% and reduce defect rate below 0.5%.	Manufacturing
KRA	Production Planning - Achieve 95% on-time delivery of production orders.	Manufacturing
Ticket	TKT-MFG-2023-1456 - Schedule production for 500 units of Product X.	Manufacturing
Prompt	Chat Prompt: "New production order received. Check material availability." QR Code: Machine setup instructions	Manufacturing
Form	Production Order Form Fields: Product, quantity, materials, machines, timeline, quality specs	Manufacturing
Workflow	Planner → Prod Head → Materials → Quality	Manufacturing
Process	1. Review requirements 2. Check materials 3. Schedule machines 4. Allocate manpower 5. Release order 6. Monitor 7. Inspect	Manufacturing
Tasks	Check RM inventory Schedule Machine #5 Allocate 4 operators Issue materials Setup inspection	Manufacturing
KPI	Dashboard: Efficiency 87%, defect rate 0.45%, OTD 96%, OEE 82%	Manufacturing

Construction

Level	Description & Example	Department
Goal	Complete projects within budget and 95% of timeline with zero safety incidents.	Construction
KRA	Site Management - Ensure daily progress meets 100% of planned milestones.	Construction
Ticket	TKT-CON-2023-1789 - Address delay in structural work for Building B.	Construction
Prompt	Chat Prompt: "Site progress behind schedule. Review recovery options." SMS: Alert to contractors	Construction
Form	Site Instruction Form Fields: Location, issue, corrective action, resources, timeline	Construction
Workflow	Site Engineer → Project Manager → Client → Implementation	Construction
Process	1. Review schedule 2. Assess progress 3. Identify bottlenecks 4. Recovery plan 5. Mobilize resources 6. Implement 7. Monitor	Construction
Tasks	Assess structural status Coordinate steel reinforcement Arrange overtime workers Schedule concrete pouring Update Primavera schedule	Construction
KPI	Dashboard: 94% schedule adherence, 2% under budget, 0 safety incidents, 98% quality compliance	Construction

Operations & Maintenance (O&M)

Level	Description & Example	Department
Goal	Achieve 99.5% equipment uptime and reduce maintenance costs by 10%.	O&M
KRA	Equipment Maintenance - Complete 100% of preventive maintenance on schedule.	O&M
Ticket	TKT-OM-2023-2012 - Perform quarterly PM on Boiler #3.	O&M
Prompt	Chat Prompt: "Boiler #3 PM due. Schedule shutdown." Scheduler: Maintenance calendar trigger	O&M
Form	Maintenance Work Order Fields: Equipment, tasks, parts, safety requirements, duration	O&M
Workflow	Planner → Ops Head → Safety → Execution	O&M
Process	1. Schedule 2. Prepare equipment 3. Safety isolation 4. Perform tasks 5. Quality check 6. Restart 7. Documentation	O&M
Tasks	Isolate boiler Clean heat exchanger Replace safety valves Calibrate gauges Conduct hydro test	O&M
KPI	Dashboard: Uptime 99.6%, PM completion 98%, MTTR 4.2h, maintenance cost ₹2.1M	O&M

Inventory Management

Level	Description & Example	Department
Goal	Reduce carrying costs by 15% while maintaining 98% stock availability.	Inventory
KRA	Stock Control - Maintain 99.5% inventory accuracy through regular audits.	Inventory
Ticket	TKT-INV-2023-1123 - Conduct quarterly physical count for Warehouse Zone A.	Inventory
Prompt	Chat Prompt: "Quarterly stock count scheduled. Prepare count sheets." Print: Auto-print count sheets	Inventory
Form	Stock Adjustment Form Fields: Item, system qty, physical qty, variance, reason, adjustment	Inventory
Workflow	Storekeeper → Inv Manager → Finance → System Update	Inventory
Process	1. Schedule count 2. Prepare sheets 3. Physical counting 4. Compare records 5. Investigate 6. Adjustments 7. Update system	Inventory
Tasks	Print count sheets Allocate teams Count 200 items Record variances Investigate discrepancies	Inventory
KPI	Dashboard: Accuracy 99.6%, carrying cost ₹8.2M, availability 98.5%, turnover 8.5	Inventory

Supply Chain Management (SCM)

Level	Description & Example	Department
Goal	Reduce procurement costs by 8% while maintaining 99% material availability.	SCM
KRA	Vendor Management - Achieve 15% cost savings through negotiations.	SCM
Ticket	TKT-SCM-2023-0678 - Source 100 units of Component X for Project Alpha.	SCM
Prompt	Chat Prompt: "New procurement request. Send RFQ to approved vendors." Email Trigger: Automated RFQ distribution	SCM
Form	Purchase Requisition Form Fields: Item, quantity, specs, required date, budget, justification	SCM
Workflow	Requester → Dept Head → SCM → Finance	SCM
Process	1. Requisition 2. Supplier ID 3. RFQ 4. Bid evaluation 5. Vendor selection 6. PO issuance 7. Tracking	SCM
Tasks	Send RFQ to 5 vendors Compare quotations Negotiate 5% discount Create PO Schedule delivery	SCM
KPI	Dashboard: 9% cost reduction, 99.2% availability, 95% OTD, vendor score 8.7/10	SCM

Information Technology (IT)

Level	Description & Example	Department
Goal	Maintain 99.9% system availability and resolve 95% of tickets within SLA.	IT
KRA	Service Desk Support - Achieve 90% first-call resolution rate.	IT
Ticket	TKT-IT-2023-2345 - Resolve ERP login issue for Finance user.	IT
Prompt	Chat Prompt: "Login failure reported. Check AD account status." QR Code: Troubleshooting QR	IT
Form	Access Request Form Fields: User, system, issue, priority, resolution steps	IT
Workflow	Helpdesk → L2 Support → Admin → Resolution	IT
Process	1. Log ticket 2. Categorize 3. Diagnose 4. Escalate 5. Implement 6. Test 7. Close	IT
Tasks	Remote connect Check AD status Reset password Test login Document resolution	IT
KPI	Dashboard: Availability 99.95%, FCR 92%, resolution time 2.5h, satisfaction 94%	IT

Artificial Intelligence (AI)

Level	Description & Example	Department
Goal	Increase operational efficiency by 25% through AI automation and insights.	AI
KRA	AI Model Development & Deployment - Deliver 10 AI solutions annually with 85% accuracy.	AI
Ticket	TKT-AI-2023-045 - Develop predictive maintenance model for manufacturing equipment.	AI
Prompt	Chat Prompt: "New AI project approved. Start data collection and model design." AI Driving: Auto-suggest model architecture	AI
Form	AI Project Form Fields: Use case, data requirements, algorithms, success metrics, deployment plan	AI
Workflow	Data Scientist → AI Lead → Business → Deployment	AI
Process	1. Problem definition 2. Data collection 3. Model design 4. Training 5. Validation 6. Deployment 7. Monitoring	AI
Tasks	Collect equipment sensor data Preprocess 50K records Train LSTM model Validate with 85% accuracy Deploy to production	AI
KPI	Dashboard: 28% efficiency gain, 87% model accuracy, 8 projects delivered, ₹15M value created	AI

Assets Management

Level	Description & Example	Department
Goal	Maintain 98% asset utilization and reduce lifecycle costs by 12%.	Assets
KRA	Fixed Asset Tracking - Ensure 100% accurate asset records and depreciation calculations.	Assets
Ticket	TKT-AST-2023-089 - Conduct annual physical verification of fixed assets.	Assets
Prompt	Chat Prompt: "Annual asset verification due. Schedule teams and locations." QR Code: Asset scanning QR	Assets
Form	Asset Verification Form Fields: Asset ID, location, condition, custodian, verification status	Assets
Workflow	Asset Officer → Finance → Management → System Update	Assets
Process	1. Schedule verification 2. Prepare list 3. Physical check 4. Compare records 5. Reconcile 6. Update 7. Report	Assets
Tasks	Print asset register Scan 500 asset tags Record condition Update locations Calculate depreciation	Assets
KPI	Dashboard: Utilization 97.5%, accuracy 99.8%, lifecycle cost ₹4.2M, ROI 28%	Assets

Site Self Service

Level	Description & Example	Department
Goal	Enable 80% of site requests through self-service with 90% user satisfaction.	Site SS
KRA	Self-Service Portal Management - Achieve 4-hour resolution for portal requests.	Site SS
Ticket	TKT-SSS-2023-156 - Process site material request through self-service portal.	Site SS
Prompt	Chat Prompt: "New material request submitted via portal. Check availability." QR Code: Portal access QR at site	Site SS
Form	Site Request Form Fields: Site, material, quantity, urgency, delivery location	Site SS
Workflow	Site User → Store → Logistics → Delivery	Site SS
Process	1. Portal request 2. Validation 3. Availability check 4. Approval 5. Dispatch 6. Delivery 7. Confirmation	Site SS
Tasks	Validate request Check inventory Generate GRN Schedule delivery Update portal status	Site SS
KPI	Dashboard: 82% self-service, 3.8h resolution, 92% satisfaction, 15K portal logins/month	Site SS

Employee Self Service (ESS)

Level	Description & Example	Department
Goal	Reduce HR admin workload by 40% through ESS adoption.	ESS
KRA	ESS Platform Management - Achieve 85% employee adoption with 4.5/5 satisfaction.	ESS
Ticket	TKT-ESS-2023-234 - Process leave application through ESS portal.	ESS
Prompt	Chat Prompt: "Leave application submitted. Check team coverage." Email Trigger: Auto-notification to manager	ESS
Form	Leave Application Form Fields: Employee, leave type, dates, reason, handover	ESS
Workflow	Employee → Manager → HR → Approval	ESS
Process	1. Employee submits 2. System validates 3. Manager reviews 4. HR checks balance 5. Approval 6. Update records 7. Notify	ESS
Tasks	Validate leave balance Check team coverage Approve/reject Update attendance Send confirmation	ESS
KPI	Dashboard: 87% adoption, 4.6/5 satisfaction, 38% HR workload reduction, 2h avg processing	ESS

Seller Center

Level	Description & Example	Department
Goal	Increase seller GMV by 35% and reduce seller churn to 5%.	Seller
KRA	Seller Onboarding & Support - Onboard 200 new sellers monthly with 95% activation rate.	Seller
Ticket	TKT-SEL-2023-345 - Onboard new seller "Fashion Trends" with 500 SKUs.	Seller
Prompt	Chat Prompt: "New seller registration complete. Start onboarding process." Email Trigger: Welcome kit and checklist	Seller
Form	Seller Onboarding Form Fields: Seller details, products, pricing, logistics, payment terms	Seller
Workflow	Sales → Legal → Ops → Activation	Seller
Process	1. Registration 2. Documentation 3. Account setup 4. Catalog upload 5. Training 6. Go-live 7. Support	Seller
Tasks	Verify KYC documents Setup seller account Upload 500 SKUs Configure pricing rules Conduct training	Seller
KPI	Dashboard: 220 sellers/month, 96% activation, GMV ₹45M, churn 4.8%	Seller

E-Commerce

Level	Description & Example	Department
Goal	Achieve 50% revenue growth with 35% conversion rate improvement.	E-Com
KRA	Online Store Management - Maintain 99.9% website uptime and 2-second page load.	E-Com
Ticket	TKT-ECO-2023-456 - Launch flash sale for Diwali season with 100 products.	E-Com
Prompt	Chat Prompt: "Diwali sale approved. Prepare campaign and inventory." AI Driving: Dynamic pricing suggestions	E-Com
Form	Campaign Launch Form Fields: Products, discounts, timing, inventory, promotion channels	E-Com
Workflow	Marketing → Ops → IT → Launch	E-Com
Process	1. Campaign planning 2. Product selection 3. Pricing strategy 4. Inventory preparation 5. Website updates 6. Launch 7. Monitoring	E-Com
Tasks	Select 100 sale products Set discount rules Update website banners Configure inventory limits Monitor traffic spikes	E-Com
KPI	Dashboard: Revenue ₹25M, conversion 3.8%, uptime 99.95%, bounce rate 32%	E-Com

Point of Sale (POS)

Level	Description & Example	Department
Goal	Process 95% of transactions in under 30 seconds with 99.9% accuracy.	POS
KRA	POS Operations & Support - Maintain 100% POS uptime across all stores.	POS
Ticket	TKT-POS-2023-567 - Resolve payment gateway issue at Store #5 during peak hours.	POS
Prompt	Chat Prompt: "POS offline at Store #5. Switch to offline mode." SMS: Alert to store manager	POS
Form	POS Issue Form Fields: Store, terminal, issue, impact, resolution steps	POS
Workflow	Store Staff → Support → IT → Resolution	POS
Process	1. Issue detection 2. Initial troubleshooting 3. Escalation 4. Remote support 5. Resolution 6. Testing 7. Documentation	POS
Tasks	Check network connection Restart POS terminal Switch payment gateway Test transaction Update issue log	POS
KPI	Dashboard: 99.98% uptime, 28s avg transaction, 0.1% errors, ₹12M daily sales	POS

HELP: Description of system
1. For every Vision multiple Goals created via Form Entry.
2. For every Goals there will be multiple KRAs and Targets Master via Form Entry
3. For every Role there will be multiple KRAs and Training via Form Entry
4. All Tickets will be linked to some KRAs and will be generated via Email or Schedular or Manual form entry
5. Every Ticket will auto convert into formatted AI Understandable Prompt, Prompt can also be created by Chat or QRCODE. There will be master for Prompt Format for each type of documents.
6. Every Prompt will fill-up ERP Form. ERP Form can also be filled via OCR Scanning and Uploading physical document or automatically via triggers or actions taken via other Tasks or Forms. Forms can also be entered manually via menus grouped as per Ticket, Process Task etc.
7. Every form will go through Workflow Approval Process. There are various workflow based approval based on methods of sequential, parallel, conditional, Role based, Escalation, Majority/Quorum or Polling. Approval method rights stored in separate master.
8. If Form Approved it will trigger Process stored in Process Master. Form Approval can be manual or AI Driven. Every Process will create Tasks which will be executed manually or AI Driven. This can be shown in Kanban, Calender, Gantt or any latest visual formats.
9. Every Task will generate EMail or Printout (e.g. PO, INVOICE etc.) to be sent to stakeholder like customer, supplier or employee. Every Task will also update KPI of that department, document, process and person. Every Task will also update status on completion and record Activity Time and Cost. A Process Mining and Journey Report created via Task update.
10. Every KPI will send SMS/EMAIL OR will update Dashboard and Graphs for Managers to see. All failed KRAs generate Meetings.
11. All Meetings generate MOMs. All MOMs has Action Items. All Action Items also generate Tickets.

Complete System Integration: This comprehensive hierarchy creates a seamless workflow from strategic goals to measurable KPIs across all departments. Each level integrates triggers (Chat/Email/QR prompts), forms with approval workflows, process flows, executable tasks, and dashboard KPIs. The system enables full traceability from daily operations to organizational objectives with automated triggers, AI-driven insights, and real-time performance tracking.