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This project was intended to enhance an existing MS Access
sales management process, by standardizing the data entry forms,
improving the reports and adding a comprehensive search tool
that allows rapid access to the entire collection of sales data
- including order notes, products and status information.
A DASHBOARD model was adopted to help the sales and office
personnel to engage operations in a far more responsive manner,
and remove them from the traditional SWITCHBOARD design that
rarely provokes user response, while the former intends
proactive intervention throughout the process.
The features included into the design were:
|  | Single tabbed interface |
|  | Comprehensive contact editor |
|  | Customer centric contact list |
|  | Project based sales manager |
|  | User specific security |
|  | Dashboard technology |
|  | Standardized reports |
|  | Advanced search tool |
|  | Transaction history |
The tabbed interface organizes information so that the user may view sales
information in an ordered manner without the added confusion of notes, or
historical data. TRANSACTION HISTORY was added to enable users to view the
various activities that have occurred on an order. This helps to maintain
a progressive view of the evolution through various STATUSes of an order, which
offers enhanced marketing and sales opportunities for current and future bidding
processes. By integrating an OUTLOOK type GUI model, the application
adopted a radical change from the SWITCHBOARD model which is often proved to
lack user responsiveness. The DASHBOARD mechanism embedded into the
OUTLOOK model allowed the user to quickly traverse orders, status and customers
in a cohesive representation. It is designed to list customer data ordered
by status and activity. A CONTACT EDITOR was introduced to help manage
contact information resembling the model used in VISTA which is more friendlier
and useful. The same approach was adopted in the PROJECT EDITOR which
allowed the user to view a project with accompanying product orders in an
ordered fashion. To accommodate the large volume of project retrieval, a
SEARCH tool was introduced which is designed to search through layers of
projects, products, contacts and notes. Enhanced reports were used by
reusing the same reports with various rendering were employed to reduce the
number of report templates typically required in traditional ACCESS
applications, by simply manipulating queries and report controls. As a
result of this technique, REGIONAL SALES MANAGERS would simply reuse the same
report, but the underlying queries would be smart enough to query their
respective names and render the desired results by using just a few lines of
code, whereby reducing the size and complexity of the reporting forms.
This organized solution was made available across the wire to roaming sales agents
through REPLICATION, which eliminated having to open the application directly
through the VPN connection. Using the VPN connection previously was slow
and cumbersome, and it added the complexity of disconnections, weather problems,
bandwidth and did not accommodate those who traveled. The REPLICATION
feature was complemented by the MS ACCESS based SETUP wizard that was developed
exclusively to control the SETUP and SYNCHRONIZATION process. By doing
this, no additional SETUP coding with VB.NET or VB would have to be attempted,
but reliance on existing VBA methods were utilized efficiently. |
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To accommodate the growing need to manage sales and orders
for their Pipe Coating division, an existing MS Access
application was enhanced to include sales automation, reporting
and quality control features that would serve the needs for
sales, operations, engineers and quality control technicians
alike. The improved features would allow users to traverse
operations through a client-server application with enhanced
performance and greater value by allowing them to enter/modify
critical product information about each order and specific notes
to ensure the highest quality and productivity.
In the span of a year into development, a critical
enhancement required a data-driven model to be adopted.
This was done explicitly to enable periodical settings,
parameters that is used to designate changing operational
conditions, quantities and costs to reflect the most current
information. In this way, a order from a previous period
would reflect the costs recorded within the given period, while
orders at a later date will reflect the costs and settings for
its current time. The simultaneous migration into the
64-bit CITRIX environment caused a change in coding and use of
controls so that the LISTBOX control would be used in
replacement of the JANUS GRIDEX control which proved to me
useful under the circumstances.
Other user centric features include:
|  | Dashboard model |
|  | Comprehensive search tool |
|  | Periodic based settings |
|  | Multiple notes per order |
|  | Automated labor cost calculation |
|  | Loss productivity reporting |
|  | Enhanced sales reports |
The radical move to the DASHBOARD model allows for
user to become increasingly reactive to operations based
on calculated data, critical dates and order states.
The improved model also features a comprehensive search
tool which allows the user to find orders based on order
information, products, contacts and notes
simultaneously.
Whenever an organization needs to update costs of operations
- whether its labor, coatings, related settings and product
quantities are to be changed, such information must also reflect
the original values used in the past without compromising the
order or underlying data integrity. The introduction of
multiple note entries alleviates the traditional problem of
record-locking and overwrites so that various user entities can
enter information while viewing the same order.
By reusing core reports, the same information re-arranged to
serve management and sales would be utilized while maintaining
the relative size and usability of the application. After
2 years of use, the application has served it intended purpose,
including its impressive ability to automatically copy the
previous year's settings, costs and parameter to be instituted
for a new year with little or no user intervention. This
efficient feature enables the user to only change information
that requires updates while preserving integrity and reducing
errors commonly introduced during periodic configuration
protocols that is not exercised with regularity.
This application is currently entering it's 3rd year of
service since its implementation back in 2005 and will continue
to see service without dramatic reduction in performance as it
automatically COMPACTS its size to alleviate an over-sized
database file.
In the near future release of this application, additional
features that will interface with LOTUS Notes and underlying
Edward Jones systems will dramatically improve the way
front-line sales business is performed, by introducing new ways
to enhance sales automation, reporting and workflow
methodologies that will offer a focused view of doing business.
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