Siebel Applications Administration Guide > Managing Portfolios > Process of Analyzing B, C, and D Accounts >

Assessing Business Units and Service Units

To assess the business units and service units of an account, you must assign a value that indicates the value of the unit to you and to the customer. After you assess the units, you can view a BU/SU segmentation map. You can use the segmentation map to identify the units that you want to include in your analysis. To include a business or service unit on the map, select the Pursue field for the unit.

This task is a step in Process of Analyzing the A Accounts.

To assess the business units and service units of an account

1. Navigate to the Accounts screen, then the Portfolio Management Process view.
2. Drill down on the Portfolio Name field of the portfolio plan record.
3. Navigate to the A Account Planning view, then the BU/SU Segmentation view.
4. Select Assessment from the drop-down list at the top of the BU/SU Segmentation view.

   The BU/SU Segmentation view displays the business and service units for the account.

5. Complete the necessary fields in the BU/SU Segmentation view.

   Some fields are described in the following table.

   Field	Comments
   Business/Service Unit	Select a subaccount of the selected account. Alternatively, to create a new business unit or service unit, type the name of the unit.
   Unit Type	Select whether the unit is a business unit or a service unit.
   Importance To You	Select the value that indicates the importance of the unit to you.
   Importance To Customer	Select the value that indicates the importance of the unit to the customer.
   Pursue?	Select this option if you want to include the business unit or service unit in your analysis. If you select this option, then the unit is included in the Selected Unit Analysis view. For more information about how to analyze units, see Analyzing Selected Units.

Viewing the Segmentation Map of Business Units and Service Units

Complete the following procedure to view the segmentation map of business units and service units.

To view the segmentation map of business units and service units

1. Navigate to the Accounts screen, then the Portfolio Management Process view.
2. Drill down on the Portfolio Name field of the portfolio plan record.
3. Navigate to the A Account Planning view, then the BU/SU Segmentation view.
4. Select Map from the drop-down list at the top of the BU/SU Segmentation view.

   The BU/SU Segmentation view displays the BU/SU segmentation map for the account. A diamond shape on the map represents a business unit. A square shape represents a service unit.