Current & Future Process Map
Portfolio Demonstration — Simulated Consulting Project using fictional business data.Current state
Lead arrives by email, sheet or message→Staff forwards manually→Salesperson follows up when available→Manager requests status update
Pain points: no central record, inconsistent owner, no reliable response time, limited reporting, duplicate entries.
Future state
Lead captured in Sales Cloud→Territory checked→Queue assigned or triage exception→Task + alert created→Salesperson qualifies→Dashboard monitors aging
Decision points
| Question | Yes / known | No / unknown |
|---|---|---|
| Is territory mapped? | Assign regional queue | Assign triage queue |
| Is priority urgent? | One-business-hour target | Four-business-hour target |
| Is a likely duplicate found? | Flag for review | Continue standard process |
Control points
- Required source and territory information at intake where available.
- Exception report reviewed daily by sales operations.
- Manager reviews overdue tasks and queue backlog.
- Admin monitors automation errors and duplicate-rule behavior.
Gap summary
The future design introduces a shared record, deterministic routing, a visible follow-up deadline and management reports. It does not solve poor source data automatically; users still need a triage path.
This document is a fictional portfolio demonstration. It contains no client data and makes no claim of completed implementation or measured results.