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.

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. 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. 1st step select product
1
1. Data from product file is used
to validate entry
2. Price is immediately displayed
2

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. 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. How to configure this simple 3-step process
CREATING YOUR 1ST APP

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. 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. What you don’t have to do – but what Harmony does for you
ADDED FEATURES

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
With ‘small’ companies, like retailers, the seller has multiple roles

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. How to configure this “sophisticated” process
CREATING YOUR 2ND APP

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. 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. 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
2 3

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. 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”
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. 7th step How to do this …

53. Next slide(s) shows advanced tecnique(s)
ADVANCED USERS

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. 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