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Case Study

Project Overview
Project: Equipment Tracking System
Industry: Manufacturing
Customer Profile
The customer is into developing, manufacturing and market products for the construction, building
maintenance and mining industries. The customer has offices in more than 120 countries around the
world.
Requirement:
The client’s current system for allocating the Demo Equipment tool to Sales People was not
conducive. Due to which the client was struggling with the tracking of the Demo Equipment tool, as
there was no organized system or application which would have helped them to provide an instant
access to the information with regards to the details and status of the equipment which have been
allocated to sales people. Therefore, client was seeking for a solution which could help them to keep
a track of all their construction equipments, which are assigned to sales people for demo purpose.
Moreover, equipments are of various types which are required to be captured in the customized
application.
Solution:
Adapt Utilized Microsoft SharePoint Silverlight Technology to build the customized solution for
streamlining the Process of allocating the demo tools to sales people. This involves two processes;
one, for issuing new tool to sales person and other, for the movement of tool from one sales person
to another.
Issuing New Tool Process: The process consists of following steps:
1. Sales person will first fill the Requisition form and will submit to his Manager.

1
www.adapt-india.com

Adapt Software India Pvt. Ltd.
Case Study
2. Manager will take an approval from the concerned authority and then forward the same to
Finance Department which will be responsible for issuing the new tool to the sales person.
3. Finance personnel will also be responsible for capturing the tool issuing details in the tracking
system such as Asset Number, Tool Type, Description, Serial No., Issued To, Date of Issue and
Expected Date of Return etc.
4. Once all the data is captured in the system, an automated email will be sent to the issuer of
the tool via email.

Future Allocation of the Tool
The transfer of the tools takes place in two ways. One, by returning the tool back to office and it is reissued to another user. Second, when sales person directly hands over to other sales person. The
system keeps a track on the types of transfer and its details are recorded in the system. Important
information is captured in the system with regards to the issuance of the tool to new user such as
Date of Request, Date of issued, Expected Date of Return, Actual Return date etc.
A provision has also been made in the application to capture different types of tools and each tool
has its dependent columns or fields.
Import Functionality: A provision has been made in the system to upload the details of the existing
demo tools to the application through excel.
Reports: Various Reports have been built which helps the client to track the movement of the tools,
Consolidated Stock In Hand Report etc.
Technology Used:
The solution has been completely customized by using SharePoint Silverlight 4.0 and C sharp.
Process:

Requisition form
filled

Submited to the
Manager

Approval
Process

2
www.adapt-india.com

Fills the Tool Issuing
Details in the
Application

Notification sent
to Sales Person

Adapt Software India Pvt. Ltd.
Case Study
Tool Form

Tool List

3
www.adapt-india.com

Adapt Software India Pvt. Ltd.
Case Study
Tool Tracking Report

4
www.adapt-india.com

Adapt Software India Pvt. Ltd.

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Adapt Utilized Microsoft SharePoint-Silverlight Technology

  • 1. Case Study Project Overview Project: Equipment Tracking System Industry: Manufacturing Customer Profile The customer is into developing, manufacturing and market products for the construction, building maintenance and mining industries. The customer has offices in more than 120 countries around the world. Requirement: The client’s current system for allocating the Demo Equipment tool to Sales People was not conducive. Due to which the client was struggling with the tracking of the Demo Equipment tool, as there was no organized system or application which would have helped them to provide an instant access to the information with regards to the details and status of the equipment which have been allocated to sales people. Therefore, client was seeking for a solution which could help them to keep a track of all their construction equipments, which are assigned to sales people for demo purpose. Moreover, equipments are of various types which are required to be captured in the customized application. Solution: Adapt Utilized Microsoft SharePoint Silverlight Technology to build the customized solution for streamlining the Process of allocating the demo tools to sales people. This involves two processes; one, for issuing new tool to sales person and other, for the movement of tool from one sales person to another. Issuing New Tool Process: The process consists of following steps: 1. Sales person will first fill the Requisition form and will submit to his Manager. 1 www.adapt-india.com Adapt Software India Pvt. Ltd.
  • 2. Case Study 2. Manager will take an approval from the concerned authority and then forward the same to Finance Department which will be responsible for issuing the new tool to the sales person. 3. Finance personnel will also be responsible for capturing the tool issuing details in the tracking system such as Asset Number, Tool Type, Description, Serial No., Issued To, Date of Issue and Expected Date of Return etc. 4. Once all the data is captured in the system, an automated email will be sent to the issuer of the tool via email. Future Allocation of the Tool The transfer of the tools takes place in two ways. One, by returning the tool back to office and it is reissued to another user. Second, when sales person directly hands over to other sales person. The system keeps a track on the types of transfer and its details are recorded in the system. Important information is captured in the system with regards to the issuance of the tool to new user such as Date of Request, Date of issued, Expected Date of Return, Actual Return date etc. A provision has also been made in the application to capture different types of tools and each tool has its dependent columns or fields. Import Functionality: A provision has been made in the system to upload the details of the existing demo tools to the application through excel. Reports: Various Reports have been built which helps the client to track the movement of the tools, Consolidated Stock In Hand Report etc. Technology Used: The solution has been completely customized by using SharePoint Silverlight 4.0 and C sharp. Process: Requisition form filled Submited to the Manager Approval Process 2 www.adapt-india.com Fills the Tool Issuing Details in the Application Notification sent to Sales Person Adapt Software India Pvt. Ltd.
  • 3. Case Study Tool Form Tool List 3 www.adapt-india.com Adapt Software India Pvt. Ltd.
  • 4. Case Study Tool Tracking Report 4 www.adapt-india.com Adapt Software India Pvt. Ltd.