In each of the following independent cases, use a

systems documentation technique specified by your instructor to model the process.

a. Dave’s Pool Service is based in Upland, California; the firm offers a variety of pool- and sparelated

services, including acid washing, routine maintenance, solar panel installation, and

repair services. For regular customers, Dave prepares and mails paper invoices on a monthly

basis; for one-time services, Dave leaves the invoice at the client’s home. Dave accepts payment

via check only; if a client fails to pay amounts billed within 30 days, Dave turns the

case over to a collections firm. Dave deposits cash receipts in his personal checking account

on a weekly basis; he does not maintain a separate business checking account.

b. Steve and Mike Nauertz own an insurance agency with offices in Upland, Arcadia, and

Pasadena, California; they offer several types of insurance, including automobile, motorcycle,

homeowners, and whole life. When a client comes into one of the offices, one of the

owners does a “needs assessment,” which they record both on a paper form and in a relational

database file. The client is then assigned to an office employee who presents the available

options based on the needs assessment. Options include type of insurance, insurance

providers, costs, and policy features. The client makes a choice; the employee writes the policy

and collects the initial payment in cash or check. Thereafter, the insurance company bills

the client directly; Nauertz Insurance collects a commission from the insurance company.

Steve or Mike deposits client receipts in a business bank account daily; commissions are

transmitted to the same account electronically.

c. Chapter 10’s critical thinking application focused on “You Bars” ( www.youbars.com ); the

company also sells “You Shakes.” Visit the company’s Web site and document the sales/collection

process for You Shakes.

d. Choose any organization where you do business regularly, such as a gas station, bookstore,

or restaurant. Write a description of the sales/collection process, then document the process

you described.