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

Reviewing Organizational Analysis

You can review the contacts associated with an account or unit. You can add contacts, and you can create an organization chart to reflect the structure of contacts in an account or unit.

This task is a step in Process of Analyzing the A Accounts and Process of Analyzing B, C, and D Accounts.

To review organizational analysis

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 appropriate account planning view, then the Organizational Analysis view.
4. Select Contacts from the drop-down list at the top of the Organizational Analysis view.

   The current contacts for the selected accounts or units appear.

5. Add a contact, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Decision Orientation	Select the orientation of the contact when the contact makes a decision.
   Adaptability to Change	Select the value that best describes how receptive the contact is to change.
   Coverage	Select the value that best describes how much communication you have had with the contact.
   Your Status	Select the value that best describes your relationship with the contact.
   Level of Influence	Select the value that best describes the level of influence that the contact has within the organization.
   Business Agenda	Type your understanding of the business agenda of the contact.
   Personal Agenda	Type your understanding of the personal agenda of the contact.
   Relationship Strategy	Select the strategy to follow for the contact.

6. To view or draw an organization chart of the business unit or service unit, select Organization Chart from the drop-down list at the top of the Organizational Analysis view.

   For more information about how to create an organization analysis, see Creating an Organization Analysis.