Create code-free applications: the sales process 
Quote, accept and ship 
[a product] 
Showcases: 
(1) “how to create and ...
Case 1: sell garden furniture online 
A three step process 
Company selling & shipping goods, 
internet user buying goods ...
1st step select product 
1 
1. Data from product file is used 
to validate entry 
2. Price is immediately displayed 
2
2nd step customer accepts (online) 
1 
2 
Decision support displays next activity/step (including who has 
to do this step...
2nd step: customer accepts using email 
(email is alternative for “online” – see slide 
customer online view)
3rd step: ship the product 
1. Work item is in “warehouse” queue 
2. Process details 
2 
1 
1 
2
How to configure this simple 3-step process 
CREATING YOUR 1ST APP
Needed to support the sales process 
the specifications 
1. Three (3) screens / dialogs 
• Select product 
• Accept the qu...
Step 1: create 3 screens / dialogs
Step 1b – control the flow 
The rules are “self-explanatory” 
Rule 10: show “Acceptance” when a total price exists 
Rule 2...
Step 2 create Product file 
Create, or import. as many products as you want …. 
1. and as many fields as you want
Step 3 create the [e-mail] template 
Harmony has a built-in template function
Step 4 create one expression
Step 5 authorize 
Create groups 
Create your users, assign them to groups 
Specify who can start the 1st step (Customers a...
Step 6 Generate your app 
On the Harmony menu 
Select upload 
Your app will be ready in 30 seconds !
That’s all 
You think you can do this (in 30 minutes) ?
What you don’t have to do – but what Harmony does for you 
ADDED FEATURES
All steps are assembled 
You’ll be able to see all Quotes 
which have been created and waiting for acceptance
Email pre-view 
2 
3 
Point your mouse at the email – and the contents are displayed
All case data is accessible 
Harmony collects and 
time stamps all data 
and records all user 
access to the case
Configuration overview 
simple app 
Part Number of Total rows 
Rules 5 (15) - 
Dialogs (process steps) 3 (8) 85 
Reference...
Quote, accept and ship 
[a product] 
Showcase #2 
“how to create and run a “complex” business process” 
(in 10 – 14 hours)...
Case 2: sell bedroom furniture online 
1. An Internet user selects a product 
– We’ll prompt for his customer details 
– W...
Case 2: sell bedroom furniture online 
6. Prompt user with a “thank you” screen 
– User can specify “contact me” 
7. The c...
1st step – select a product 
1. Data from product file is used to 
validate entry
2nd step: customer accepts quote 
User can delay … 
… system prompts for reminder
(2nd step) customer recieves email 
Standard Harmony function – email access 
(email is alternative for “online” – see sli...
3rd step customer to accept License terms 
If previously no shipping address has been entered the system will 
prompt user...
The seller has overview of all tasks 
2 
1 
2 
After the license terms have been accepted – 2 
steps/tasks are triggered: ...
4th step generating a PO 
The system automatically generates a PO (to be completed by purchasing dept)
5th step warehouse ships the product 
Note: All goods to be shipped are in “warehouse” queue 
In case a logistics company ...
6th step: Thank you 
1. “check” box in case you want to change the email address 
2. Yes for accessing profile (see next s...
7th step: Contact form 
A “dynamic” form is generated 
Depending on contact subject 
.. Additional fields are generated
8th step: response 
This is what customer entered
9th step: Customer profile
10th step: Maintain case data
# 11a: adding users to a file
# 11b: prospects/customers
How to configure this “sophisticated” process 
CREATING YOUR 2ND APP
Needed to support the sales process 
the specifications 
1. Eleven (11) screens / dialogs 
• Support sales 
• Shipping 
• ...
Needed to support the sales process 
Some more specifications … 
6. Creating “timers” 
• A powerful mechanism to start act...
1st step the dialogs (process steps) 
Dialog items are grouped by dialog[names] 
simply specify type, the values (ext) in ...
Define the workflow 
The sequence of the workflow is determined by: 
the condition (total price exists) 
which (dialog) is...
Define the workflow 
The sequence of the workflow is determined by: 
the condition (accept quote = yes) 
which (dialog) is...
2nd step: creating/updating files 
Customer: updated by the application 
Catalog: uploaded by the application manager (you...
2nd step: How to updat files 
Customer file: updated by the application 
set the value “type” to prospect
3rd step create/send e-mail (templates) 
Create the templates 
& control when (and which) template is sent
4th step: create expression(s) 
Expressions “fire” automatically – no need to create rules for thus 
Total price is calcul...
5th step authorize access 
1. Create groups 
2. Create users, assign to groups & specify “access” 
3. Autothorize which gr...
6th step “timers” 
1. User enters a time [because of “later” to accept the quote) 
2. The timer is started 
3. When the ti...
7th step control fields in “UI” 
3 
1 
1. Contact = partner query 
2. User selects Demo request 
3. Three fields are displ...
7th step How to do this …
Next slide(s) shows advanced tecnique(s) 
ADVANCED USERS
Annex to 7th step: DT to control the UI 
1 
2 
A Decision table sets the condition for the fields 
User selected Demo requ...
Case process info 
Harmony collects and 
time stamps all 
processing - and all 
data that has been 
“hit” in each step
Case data 
Harmony collects and 
time stamps all data 
and relates the actions 
which caused data to 
be created
Configuration overview 
Part Number of Total rows 
Rules (process & UI) 100 (120) 
Dialogs (process steps) 11 (-) 90 
Refe...
For more information 
• Visit 
– www.liquidsequence.com 
• Run the live demo 
– http://www.liquidsequence.com/Demo.html 
•...
For more information 
• Visit 
– www.liquidsequence.com 
• Release overview 
– (all new features) 
• Contact us 
– http://...
Upcoming SlideShare
Loading in …5
×

Online sales: Select product, create quote, accept and ship (from warehouse). Create a cloud app in 2 hours - using Google DOCS

902 views
781 views

Published on

A 3 step process for 2 user groups (customer, warehouse. In 20 slides we demonstrate how to create a business process supporting
(1) create a quotation for a product - supported in database,
(2) the acceptance by the customer (either online or by email) and
(3) the shipment of the product from the warehouse.

The business process contains of 2 workflows with authorization (2 groups) and has one expression and some rules implemented.

The result is business critical web application that can support thousands of users.

The authorization deals with:
An internal employee with access to Sales and Warehousing
Customer access to the submitted quotation
(using 2 scenarios: (1) using the web application (online) - (2) invite via an email)
Shipment by a warehouse employee
A Product reference file has been added.

Published in: Technology, Business
1 Comment
0 Likes
Statistics
Notes
  • Your writers have capability to make understand the users, great stuff you have provided to us.
    http://www.extra-baggage.com/
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • Be the first to like this

No Downloads
Views
Total views
902
On SlideShare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
5
Comments
1
Likes
0
Embeds 0
No embeds

No notes for slide
  • The Booker (i.e. John Doe) on the website would not see this - We show this however to demonstrate the power of Decision Support for internal users.
  • The impact is that Shipped QTY must be added to the SHIPPING dialog
  • Online sales: Select product, create quote, accept and ship (from warehouse). Create a cloud app in 2 hours - using Google DOCS

    1. 1. Create code-free applications: the sales process Quote, accept and ship [a product] Showcases: (1) “how to create and run a simple business process” (6 steps in 30 minutes) (2) “how to create and run a “complex” business process” (in 10 – 14 hours)
    2. 2. Case 1: sell garden furniture online A three step process Company selling & shipping goods, internet user buying goods 1. An Internet user selects a product – And a quote is presented • on the web page / user interface prompt • sent by email 2. [Internet] user is asked to accept – through the user interface – by activating the email (link) 3. Warehouse employee ships the product – If internet user accepts
    3. 3. 1st step select product 1 1. Data from product file is used to validate entry 2. Price is immediately displayed 2
    4. 4. 2nd step customer accepts (online) 1 2 Decision support displays next activity/step (including who has to do this step) 1. Total price calculated from an expression 2. Accept quote = yes ”fires” next process [shipping]
    5. 5. 2nd step: customer accepts using email (email is alternative for “online” – see slide customer online view)
    6. 6. 3rd step: ship the product 1. Work item is in “warehouse” queue 2. Process details 2 1 1 2
    7. 7. How to configure this simple 3-step process CREATING YOUR 1ST APP
    8. 8. Needed to support the sales process the specifications 1. Three (3) screens / dialogs • Select product • Accept the quote • Ship the product We need to control the dialog flow (one screen to the other) 2. One (1) Product file • Containing the products 3. One (1) Email • (template) to ask buyer to confirm the quote 4. One (1) calculation 5. Access to the application and data (authorization) – Buyer versus seller (and shipper)
    9. 9. Step 1: create 3 screens / dialogs
    10. 10. Step 1b – control the flow The rules are “self-explanatory” Rule 10: show “Acceptance” when a total price exists Rule 20: start “Shipping” when [the customer] accepts the quote
    11. 11. Step 2 create Product file Create, or import. as many products as you want …. 1. and as many fields as you want
    12. 12. Step 3 create the [e-mail] template Harmony has a built-in template function
    13. 13. Step 4 create one expression
    14. 14. Step 5 authorize Create groups Create your users, assign them to groups Specify who can start the 1st step (Customers and Sales) 1 2 3 1 3
    15. 15. Step 6 Generate your app On the Harmony menu Select upload Your app will be ready in 30 seconds !
    16. 16. That’s all You think you can do this (in 30 minutes) ?
    17. 17. What you don’t have to do – but what Harmony does for you ADDED FEATURES
    18. 18. All steps are assembled You’ll be able to see all Quotes which have been created and waiting for acceptance
    19. 19. Email pre-view 2 3 Point your mouse at the email – and the contents are displayed
    20. 20. All case data is accessible Harmony collects and time stamps all data and records all user access to the case
    21. 21. Configuration overview simple app Part Number of Total rows Rules 5 (15) - Dialogs (process steps) 3 (8) 85 Reference files 1 (4) ?? MDT none (1) DT none (2) Expressions 1 (10) Templates 1 (2) Groups 4 (5) Configuration time (hours) < 1 (4) (in brackets) is the estimate for a fully developed version MDT = multi-dimensional decision table.
    22. 22. Quote, accept and ship [a product] Showcase #2 “how to create and run a “complex” business process” (in 10 – 14 hours) Flowchart of this process
    23. 23. Case 2: sell bedroom furniture online 1. An Internet user selects a product – We’ll prompt for his customer details – We’ll ask him if he wants to create a customer record – The quote is presented 2. Internet user is asked to accept the quote – We add a “later” option (and remind him/her) 3. Internet user is asked to accept the license terms – If no shipping address specified: we’ll prompt for this 4. The minimum stock (warehouse) is checked – a purchase order is generated in case stock is too low 5. Goods are shipped [from the warehouse] – Shipped qty can differ from ordered qty
    24. 24. Case 2: sell bedroom furniture online 6. Prompt user with a “thank you” screen – User can specify “contact me” 7. The contact form is displayed [to the user] 8. A response is required [by the sales dept] 9. User has access to the Customer file 10. User has the option to delete case data – In case he/she hasn’t ordered 11. We’ll add all users to a file – Accessible in a spreadsheet
    25. 25. 1st step – select a product 1. Data from product file is used to validate entry
    26. 26. 2nd step: customer accepts quote User can delay … … system prompts for reminder
    27. 27. (2nd step) customer recieves email Standard Harmony function – email access (email is alternative for “online” – see slide customer online view)
    28. 28. 3rd step customer to accept License terms If previously no shipping address has been entered the system will prompt user for this
    29. 29. The seller has overview of all tasks 2 1 2 After the license terms have been accepted – 2 steps/tasks are triggered: The last step “thank you”” for the customer Shipping the product by the warehouse 1 2
    30. 30. 4th step generating a PO The system automatically generates a PO (to be completed by purchasing dept)
    31. 31. 5th step warehouse ships the product Note: All goods to be shipped are in “warehouse” queue In case a logistics company fulfills the delivery – they would have access With ‘small’ companies, like retailers, the seller has multiple roles
    32. 32. 6th step: Thank you 1. “check” box in case you want to change the email address 2. Yes for accessing profile (see next slide)
    33. 33. 7th step: Contact form A “dynamic” form is generated Depending on contact subject .. Additional fields are generated
    34. 34. 8th step: response This is what customer entered
    35. 35. 9th step: Customer profile
    36. 36. 10th step: Maintain case data
    37. 37. # 11a: adding users to a file
    38. 38. # 11b: prospects/customers
    39. 39. How to configure this “sophisticated” process CREATING YOUR 2ND APP
    40. 40. Needed to support the sales process the specifications 1. Eleven (11) screens / dialogs • Support sales • Shipping • purchasing • Customer service All these need to be controlled - the dialog flow 2. Four files • Catalog, Products, Customer and Access • How to add-to/update Customer and Access 3. Nine (9) email templates • How to sent an email 4. Price & stock calculations 5. Access to the application and data (authorization) – Buyer/customer, sales, purchasing and warehouse
    41. 41. Needed to support the sales process Some more specifications … 6. Creating “timers” • A powerful mechanism to start actions in the future • Three (3) are implemented 7. UI item interaction • Depending on data show an extra UI attribute
    42. 42. 1st step the dialogs (process steps) Dialog items are grouped by dialog[names] simply specify type, the values (ext) in case of multiple choice and the description (how this appears on the user interface). Sample
    43. 43. Define the workflow The sequence of the workflow is determined by: the condition (total price exists) which (dialog) is to be executed by whom (queue) 1 2 1 3 2 3
    44. 44. Define the workflow The sequence of the workflow is determined by: the condition (accept quote = yes) which (dialog) is to be executed by whom (queue) 1 2 1 3 2 3
    45. 45. 2nd step: creating/updating files Customer: updated by the application Catalog: uploaded by the application manager (you) Access: updated by the application Product: uploaded by application manager
    46. 46. 2nd step: How to updat files Customer file: updated by the application set the value “type” to prospect
    47. 47. 3rd step create/send e-mail (templates) Create the templates & control when (and which) template is sent
    48. 48. 4th step: create expression(s) Expressions “fire” automatically – no need to create rules for thus Total price is calculated when price and quantity (qty) exist [Id1] Customer name is created when first and last name exist [Id30]
    49. 49. 5th step authorize access 1. Create groups 2. Create users, assign to groups & specify “access” 3. Autothorize which group (department) can start a workflow 1 2 3
    50. 50. 6th step “timers” 1. User enters a time [because of “later” to accept the quote) 2. The timer is started 3. When the timer expires (at 11:00 hrs) the dialog accept quote will be started 2 3 1
    51. 51. 7th step control fields in “UI” 3 1 1. Contact = partner query 2. User selects Demo request 3. Three fields are displayed 1. Product name 2. Location 3. (pre-ferred) contact date & time 2
    52. 52. 7th step How to do this …
    53. 53. Next slide(s) shows advanced tecnique(s) ADVANCED USERS
    54. 54. Annex to 7th step: DT to control the UI 1 2 A Decision table sets the condition for the fields User selected Demo request and email 1. Three fields are displayed 1. Product required = yes 2. Date required yes 3. Message body required = yes 1 2
    55. 55. Case process info Harmony collects and time stamps all processing - and all data that has been “hit” in each step
    56. 56. Case data Harmony collects and time stamps all data and relates the actions which caused data to be created
    57. 57. Configuration overview Part Number of Total rows Rules (process & UI) 100 (120) Dialogs (process steps) 11 (-) 90 Reference files 4 (-) 180 MDT none (1) Decision Tables 1 (2) Expressions 8(10) Templates 9 (-) Groups 6 (-) Development time (hours) < 12 (16) (in brackets) is the estimate for a fully developed version MDT = multi-dimensional decision table.
    58. 58. For more information • Visit – www.liquidsequence.com • Run the live demo – http://www.liquidsequence.com/Demo.html • The flowchart: – https://www.lucidchart.com/documents/view/4 f5b-8e2c-5257b8aa-b1d4-197b0a00d0bd – Video Testimony: testing the process • Will be added later
    59. 59. For more information • Visit – www.liquidsequence.com • Release overview – (all new features) • Contact us – http://liquidsequence.com/Contact.html • Two 5 minutes videos: Harmony in action – http://youtu.be/4QgM1F1Sbhg (part I) – http://youtu.be/G6ezSMX9A5k (part II) – Video Testimony: testing the process • Will be added later

    ×