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Create a simple Cloud App (Google DOCS) in 30 mins & a complex App in 12 hrs! The Online sales application:

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Creating custom Cloud application / Google DOCS is simple - believe it or not ... …

Creating custom Cloud application / Google DOCS is simple - believe it or not ...
Check out this presentation: a 7 step process supporting 3 user departments (customer, warehouse and purchasing). 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 (price, license terms) by the customer (either online or by email) and
(3) the shipment of the product from the warehouse.

The business process contains of 3 workflow steps with authorization (3 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.

The above is accomplished using Harmony - and we've put this process together in approx 12 hours

Published in: Internet, Technology, Business

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  • 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
  • Transcript

    • 1. 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) Create code-free applications: the sales process
    • 2. Case 1: sell garden furniture online 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 A three step process Company selling & shipping goods, internet user buying goods
    • 3. 1st step select product 1. Data from product file is used to validate entry 2. Price is immediately displayed 1 2
    • 4. 2nd step customer accepts (online) 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] 1 2
    • 5. 2nd step: customer accepts using email (email is alternative for “online” – see slide customer online view)
    • 6. 3rd step: ship the product 1. Work item is in “warehouse” queue 2. Process details 2 1 1 2
    • 7. CREATING YOUR 1ST APP How to configure this simple 3-step process
    • 8. Needed to support the sales process 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) the specifications
    • 9. Step 1: create 3 screens / dialogs
    • 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. Step 2 create Product file Create, or import. as many products as you want …. 1. and as many fields as you want
    • 12. Step 3 create the [e-mail] template Harmony has a built-in template function
    • 13. Step 4 create one expression
    • 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. Step 6 Generate your app On the Harmony menu Select upload Your app will be ready in 30 seconds !
    • 16. That’s all You think you can do this (in 30 minutes) ?
    • 17. ADDED FEATURES What you don’t have to do – but what Harmony does for you
    • 18. All steps are assembled You’ll be able to see all Quotes which have been created and waiting for acceptance
    • 19. Email pre-view 2 3 Point your mouse at the email – and the contents are displayed
    • 20. All case data is accessible Harmony collects and time stamps all data and records all user access to the case
    • 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. 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. 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. 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. 1st step – select a product 1. Data from product file is used to validate entry
    • 26. 2nd step: customer accepts quote User can delay … … system prompts for reminder
    • 27. (2nd step) customer recieves email Standard Harmony function – email access (email is alternative for “online” – see slide customer online view)
    • 28. 3rd step customer to accept License terms If previously no shipping address has been entered the system will prompt user for this
    • 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. 4th step generating a PO The system automatically generates a PO (to be completed by purchasing dept)
    • 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
    • 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. 7th step: Contact form A “dynamic” form is generated Depending on contact subject .. Additional fields are generated
    • 34. 8th step: response This is what customer entered
    • 35. 9th step: Customer profile
    • 36. 10th step: Maintain case data
    • 37. # 11a: adding users to a file
    • 38. # 11b: prospects/customers
    • 39. CREATING YOUR 2ND APP How to configure this “sophisticated” process
    • 40. Needed to support the sales process 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 the specifications
    • 41. Needed to support the sales process 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 Some more specifications …
    • 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. 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 32
    • 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 32
    • 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. 2nd step: How to updat files Customer file: updated by the application set the value “type” to prospect
    • 47. 3rd step create/send e-mail (templates) Create the templates & control when (and which) template is sent
    • 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. 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. 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. 7th step control fields in “UI” 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 3 1 2
    • 52. 7th step How to do this …
    • 53. ADVANCED USERS Next slide(s) shows advanced tecnique(s)
    • 54. Annex to 7th step: DT to control the UI 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 1 2
    • 55. Case process info Harmony collects and time stamps all processing - and all data that has been “hit” in each step
    • 56. Case data Harmony collects and time stamps all data and relates the actions which caused data to be created
    • 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. 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. 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