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HCL Marketing Operations User Guide
HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.
HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.
In HCL® Marketing Operations, a business process is the representation of a collection of related, structured activities (a chain of events).
When you set up a project, you assign individuals to tasks based on the individuals' functional role or job role, such as writer, graphic artist, or project manager. HCL® Marketing Operations uses the concept of roles as a bridge between people and tasks.

Functional roles

When you set up a project, you assign individuals to tasks based on the individuals' functional role or job role, such as writer, graphic artist, or project manager. HCL® Marketing Operations uses the concept of roles as a bridge between people and tasks.

Roles have the following benefits.

People come and go: assigning a role to a task makes it easier to control work when people leave or return to a project.
Resources are not always available: you can assign a role to a task before any people are available to fill the role or perform the task.
Roles are predictable: you can create project templates with standard roles and fill people into the roles independently for each project you create from the project template.