2017-10-10 Sales Bundle Review Meeting notes

Date

10 Oct 2017

Attendees

Goals

Review Notes on All Current 3.0.x Workflows
Determine which processes will be moved into 3.2.x Sales Bundle
Plan tasking for recreating selected workflows in the 3.2.x Workspace
Plan new workflows and create tasks for their creation

Reference:

New workspace for 3.2.x Workflows:

https://poc32.processmaker.com/sysnewbundle/en/neoclassic/login/login

Credentials:

admin / p4ssw0rd

Discussion items

Time	Item	Who	Notes
5 min	What remains to be reviewed?	Rodney	Everything was reviewed.
10 min	Review tasks and update Process	All	Rebuild templates for mail, documents when rebuilding and redesigning processes. Enhance usage of Data Reporting Tools.
15 min	Brainstorming New Processes	All	Started list. Meeting interrupted. Action Item assigned to finish populating 3.2.x new Process.

3.0.x Process Grid

Process Name	Task	Reviewed By	Documented Y/N	Issues Found	Use in 3.2.x Sales Bundle?
Supplier Registration 3.0.1	SE-51 - Getting issue details... STATUS	JC	Yes	Built on a earlier BETA	Rebuild from scratch in a different way. Will redesign as a new process in 3.2.x bundle.
Purchase Request 3.0.1	SE-50 - Getting issue details... STATUS	JC	Yes	No	We will keep it since it uses an external library. It uses a plugin that we will reuse.
Material Ordering 3.0.1	SE-49 - Getting issue details... STATUS	JC	Yes	Doesn't make sense. Built for the old mobile app.	Rebuild and Redesign. Utilize new mobile functionality.
Leave of Absence Request 3.0.1	SE-48 - Getting issue details... STATUS	Mauricio	Yes	Define a better use case. First form has logic issues with calculation field. Other logic flaws. Uses a plugin.	Rebuild and Redesign to be simpler, without plugin and with a clear use case.
IT Service Request 3.0.1	SE-47 - Getting issue details... STATUS	Mauricio	Yes	Works but business logic could be better.	Rebuild and Redesign. Make use case simpler. Update to Web Entry 2.
Invoice Approval Process 3.0.1	SE-46 - Getting issue details... STATUS	JC	Yes	Outdated trigger. Needs better business logic.	Rebuild and Redesign.
Expense Report 3.0.1	SE-45 - Getting issue details... STATUS	JC	Yes	Uses a lot of JS functionality.	Rebuild and Redesign using simpler functionality with less JS.
Employee onboarding 3.0.1	SE-44 - Getting issue details... STATUS	Miguel	Yes	A little dated and needs a better use case.	Rebuild and Redesign with a use case in mind.
Employee offboarding 3.0.1	SE-43 - Getting issue details... STATUS	Miguel	Yes	A little dated and needs a better use case.	Rebuild and Redesign with a use case in mind.

New Processes to be Created (Sales Bundle 3.2.x)

Process	Category	Features
Document Approval Process		Action By Email
Field Report		Mobile
Information Request and Fulfillment		Web Entry
Credit Application	Finance	PM Connectors
Employee Review	HR
New Customer Contract
Análisis Financiero de Proveedor	Finance	Process in Spanish
Homestead Inspection Process		Mobile Offline Functionality
Travel Request Process	Finance
Purchase Order Form Process

New List of Processes suggested by Rodney

Task	Process	Category	Features
	Asset Request
	Document Review
	Refund Request
	Travel Reimbursement
	Budget Approval
	Petty Cash
	New Contact
	Discovery Report
	Sales Incentive
	Content Request
	Training Request
	Timesheet
	Employee Record Update
	Visitor Pass Request
	Employee Discount Request
	Vehicle Request
	Business Card Request
	Sales Quote
	New Hire Request
	Wifi Connection Request

Action items

Juan Carlos Yujra - Add information to New Processes to be Created.
Mauricio Cardenas (Unlicensed) - Add information to New Processes to be Created.
MiguelC (Unlicensed) - Add information to New Processes to be Created.