Bookshelf v7.7: Scenario for Working with Delegated Administrators

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Scenario for Working with Delegated Administrators

This scenario is one of the topics for Examples for Using Delegated Assignment.

A sales organization for a high tech company wants to create assignment rules that are inheritable and configurable by several different levels in the organization. The requirements are:

Handle large sales leads internally; handle small sales leads externally using partners
Promptly assign sales leads to the most qualified representative
Design complex assignment rules, making use of the delegated assignment inheritance and templated criteria features to allow for uncomplicated rule administration by persons at all levels

In this scenario, the Sales EVP, vice presidents, regional sales managers, partners, and sales representatives participate in delegated assignment for one rule group hierarchy as shown in Figure 11.

Figure 11. Sample Delegated Assignment Organization Chart

Figure 11 shows the following relationships:

Amy, Executive Vice President of Sales, is the assignment administrator (AA)
Two vice presidents report to Amy:
- Lance, VP Direct Sales
- Henry, VP Channel Sales
  Lance and Henry are 2nd-tier delegated administrators
Two managers report to Lance:
- Sarah, Western Regional Manager
- Rick, Eastern Regional Manager
  Sarah and Rick are 3rd-tier delegated administrators (DAs)
Two partners report to Henry:
- Robin, Partner 1
- Sam, Partner 2
  Robin and Sam are also 3rd-tier delegated administrators (DAs)
Three western regional sales representatives report to Sarah
Three partner sales representatives report to Robin

Table 10 provides sample responsibilities for each of the above positions.

Table 10. Sample Positions and Responsibilities for Delegated Assignment Scenario
Position	Responsible for...
Executive Vice President (EVP) of Sales	Making sure large leads are handled by internal sales representatives and small leads are handled by partner sales representatives.
VP Direct Sales	Making sure leads are routed to the right regional manager.
VP Channel Sales	Making sure leads are routed to the right partner.
Regional Manager	Making sure leads are routed to the best sales representative.
Partner	Making sure leads are routed to best partner employee (because the high tech company cannot determine which partner employee is best suited for the lead).

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