2017-10-10 Sales Bundle Review Meeting notes
Date
Oct 10, 2017
Attendees
@Rodney Harper (Unlicensed)
@Juan Carlos Yujra
@Mauricio Cardenas (Unlicensed)
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:
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 | 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 | 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 | 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 | 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 | 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Invoice Approval Process 3.0.1 | JC | Yes | Outdated trigger. Needs better business logic. | Rebuild and Redesign. | |
Expense Report 3.0.1 | JC | Yes | Uses a lot of JS functionality. | Rebuild and Redesign using simpler functionality with less JS. | |
Employee onboarding 3.0.1 | 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 | Miguel | Yes | A little dated and needs a better use case. | Rebuild and Redesign with a use case in mind. | |
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New Processes to be Created (Sales Bundle 3.2.x)
Task | Process | Category | Use Case | Features |
|---|---|---|---|---|
| Document Approval Process |
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| Action By Email |
| Field Report |
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| Mobile |
| Information Request and Fulfillment |
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| Web Entry |
| Credit Application | Finance |
| PM Connectors |
| Employee Review | HR |
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| New Customer Contract |
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| Análisis Financiero de Proveedor | Finance |
| Process in Spanish |
| Homestead Inspection Process |
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| Mobile Offline Functionality |
| Travel Request Process | Finance |
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| Purchase Order Form Process |
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Action items