Managing Finance Processes - Identification of Sub Processes

LesPiles

Involved In Discussions
#1
Hello everyone,

We are starting the implementation project of ISO 9001; 2015. Among the first exercises we did were the identification of processes (process mapping). These processes have been divided into three (3) types: management processes, realisation processes and support processes.


Support processes include managing human resources, managing finances, and so on.


Our next step is to identify activities for each process.


I am having trouble identifying the activities or sub-processes for "Managing finances". Can someone help me please?


PS: At the same time, we wonder whether we should identify the general sub-processes, or be content with the sub-processes that directly or solely influence quality.


Thank you all in advance,


LesPiles
 
Elsmar Forum Sponsor
Q

QAMTY

#2
Re: Managing Finances Process - Identification of Sub Processes

I,d suggest to focus only in main processes, this has been a very old debate at Elsmar.
Sub processes could be like activities.
Take this approach.
If you start to mention sub processes under processes ,it may be confusing, additionaly ,ISO only manages Processes.
Hope this helps.
 

harry

Super Moderator
#3
Re: Managing Finances Process - Identification of Sub Processes

. ................... I am having trouble identifying the activities or sub-processes for "Managing finances". Can someone help me please?
If you had identified it as a sub process in your organization, you should be able to describe it and what needs to manage becomes clear.

To my knowledge and in most organizations, finance is a major process by itself and is subjected to their own audits, rules, regulations and so on. What you really need to identify is how your processes inter-faced with finance. Where it affects or potentially can affect your customer or your ability to fulfill customer requirements, you need to manage it.
 

Kronos147

Trusted Information Resource
#4
Re: Managing Finances Process - Identification of Sub Processes

Food for thought: ISO 9001 says almost nothing in regards to finance.

We set "boundaries" on our management system that says our financial management system is separate from the QMS. Finance processes are not part of our QMS, so are not audited. Internal or 3rd party.
 
Q

QAMTY

#5
Re: Managing Finances Process - Identification of Sub Processes

I´m agree with Kronos147, based on that, I have seen many organizations that dont consider Finances into the ISO system, even though, it is important for any business.
Other reason for not including it, is because this area has several audits
during the year performed by external auditors (goverment, local laws, internal accounting,etc).
Hope this helps
 

Sidney Vianna

Post Responsibly
Staff member
Admin
#6
I am having trouble identifying the activities or sub-processes for "Managing finances". Can someone help me please?
For the overwhelming majority of organizations, there is only a single process from that part of the business that is related to customer satisfaction (and, by default, ISO 9001): billing, a.k.a. invoicing - make the mistake of overcharging your customer and see how satisfied they are with you, as a supplier....
 
Thread starter Similar threads Forum Replies Date
S Thoughts on managing ISO 9001, 13485, IATF 16949 and 17025 ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 26
P Managing How PPAP Requirements are Communicated in the Manufacturing Process and to Suppliers APQP and PPAP 5
qualprod Managing a "special" customer into the QMS? ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 10
D Recent changes to ISO 14971 - SOP required for managing standard revisions ISO 13485:2016 - Medical Device Quality Management Systems 1
A Managing overseas travel risks to food handlers Food Safety - ISO 22000, HACCP (21 CFR 120) 3
S Managing specification changes on standard parts purchased through trading companies Document Control Systems, Procedures, Forms and Templates 2
L Managing design projects: New Medical Device Project or Change Design and Development of Products and Processes 1
M Medical Device News DHS – Health Industry Cybersecurity Practices: Managing Threats and Protecting Patients Medical Device and FDA Regulations and Standards News 0
F Device Standards - Managing Changes to existing standards that apply to our devices Other Medical Device Related Standards 1
J Design Verification - Managing Changes Design and Development of Products and Processes 4
Jane's You may or may not have the same person managing Operations and QA ISO 13485:2016 - Medical Device Quality Management Systems 18
Q Managing Internal/External RNC and Complaints in same Format ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 4
J Microbiology Testing - Managing a Microbiology Process Hospitals, Clinics & other Health Care Providers 2
R Managing Level 3 Production Documents - Document Control System Help Document Control Systems, Procedures, Forms and Templates 6
G Managing Ongoing Compliance to Standards when they are Changed Misc. Quality Assurance and Business Systems Related Topics 3
R Managing Employee Training Files - 21 CFR Part 820.25 21 CFR Part 820 - US FDA Quality System Regulations (QSR) 4
P Need ideas on managing Shelf Life Studies within an organization ISO 13485:2016 - Medical Device Quality Management Systems 1
I Any recommendations on software for managing the APQP, PPAP, PFMEA, Control Plan etc? Quality Assurance and Compliance Software Tools and Solutions 2
R Managing Tooling Condition at Suppliers Supplier Quality Assurance and other Supplier Issues 6
B Subsidiary - No Managing Director - Is ISO 9001 Certification Possible? ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 3
R Looking for Practical Advice in Managing Measurement Uncertainties Measurement Uncertainty (MU) 3
L Managing ITP with an ERP system Inspection, Prints (Drawings), Testing, Sampling and Related Topics 3
Q Form for Managing Coating Process Parameter Changes during Production Document Control Systems, Procedures, Forms and Templates 2
S Managing a Significant Number of Outstanding Non-Conformities Nonconformance and Corrective Action 6
A Software Tools for managing a QMS (Quality Management System) ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 2
C Managing Inspection Records with a Database and Destroying Paper Records Inspection, Prints (Drawings), Testing, Sampling and Related Topics 4
D Process for Managing Documents which are Overdue for Review Document Control Systems, Procedures, Forms and Templates 17
S Q1 Manufacturing Site Assessment - Managing Post-Job 1 Changes Procedure Manufacturing and Related Processes 1
B Are there any Standards related to Managing an Airport Various Other Specifications, Standards, and related Requirements 3
Q Managing Internal and Client Complaints ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 4
S Industry Best Practices for managing outside Engineering Consultants Design and Development of Products and Processes 3
Q Process or Departments - Document Content and Managing the Process Approach ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 10
Q Filtering ECR/ECO by quality management? Managing Engineering Changes ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 2
C Managing the Unexpected - Book Recommendation Book, Video, Blog and Web Site Reviews and Recommendations 1
T Internal Conflict of Interest in Managing Suppliers Supplier Quality Assurance and other Supplier Issues 2
L Managing Certificates of Analysis or Conformance for Products Quality Assurance and Compliance Software Tools and Solutions 4
T Managing Audit Reports and Schedules General Auditing Discussions 3
M Managing Changes to an SFDA Registered Device China Medical Device Regulations 6
F Who manages QI projects? Quality or PMO? Managing Six Sigma and Lean Projects Six Sigma 2
Hami812 Attribute Data Gage R&R - Managing Data Sets - Minitab Using Minitab Software 2
E Nonconformity on managing documents for Electric Arc Furnace Manufacturing and Related Processes 4
D Managing an Employee Suggestion Program Quality Manager and Management Related Issues 4
K Managing Prerequisite Programme Activities Food Safety - ISO 22000, HACCP (21 CFR 120) 2
M Non Normal Data Managing - Clements Method to get Process Characteristics Statistical Analysis Tools, Techniques and SPC 8
J Managing New and Revised Electronic Documents (Procedures) - Share Point Document Control Systems, Procedures, Forms and Templates 8
N Managing Subcontracting Process - Material Traceability from Warehouse to Processing ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 2
G Should ISO/QMS policy be signed by the Managing Director or anyone from Top Mgt? ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 8
M Managing Quality Risks in Construction Quality Manager and Management Related Issues 14
D Managing Product Risk Management ISO 14971 - Medical Device Risk Management 1
S EOQ (Economic Order Quantity) - Use for managing Customer Orders - asking help Lean in Manufacturing and Service Industries 5

Similar threads

Top Bottom