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EMBA INVOICING SYSTEM

    Epic Consulting
Agenda
   Villanova EMBA Overview
   Current System
   EMBA Wish List
   Objective
   Demo
Villanova EMBA Program
   Our client, the Villanova MBA program, cultivates
    individuals to become successful business
    leaders through a combination of several
    resources and tools.

   Aside from the challenging curriculum, this
    program offers one on one career coaching with
    dedicated consultants and organizations.

   Coaches serve as mentors to students of the
    EMBA program and are compensated for their
    time spent helping these students.
Current System
   Manual Process
     Coaches  submit paper form to
      EMBA office each month for
      approval
     Once accepted, RFPs are filled
      out and sent to Procurement for
      processing
   Data stored in Excel files
     Each month, EMBA updates
      coaches’ hours in Excel files
EMBA Wish List

              Ability to Save & Print
               Invoices
              Email Notifications
              Generate RFP
              Dashboards & Reports
Objective
   Create a Sales Force system which allows the
    Villanova EMBA program to automate its
    Request For Payment process
     Enable   coaches to enter invoice data via Sales
      Force
     Automated approval process

     Generate RFP
Demo
   Sales Force
Entity Relationship
     Diagram
      Invoice_Statement
                                      Coach
PK    Invoice_Number
                              PK   Tax_ID#
FK1   Tax_ID#
      Month                        Coach_Name
      Total_Hours _Coached         Street_Number
      Invoice_Total                Street_Name
      Status                       City
                                   State
                                   Zip_Code
                                   Phone_Number
                                   Email_Address




                                      Meeting

                             PK       Meeting_Number
                             PK,FK2   Invoice_Number
       Student
                                      Meeting_Date
PK    Student_Name
                                      Student
                                      Hours_Coached
      Email_Address
                                      Hourly_Rate
      Phone_Number
                                      Meeting_Total
                             FK1      Student_Name
Data Flow Diagram
                                                      Coach enters
                                                    invoice data and
   Coach                                          submits to EMBA for
                                                   approval; EMBA is
                                                    notified via email




                                                EMBA reviews invoice,
   EMBA
                                             approves or rejects submission



                                  Accepted                                    Rejected




                 Approval                                                                     Rejection
           notification sent to                                                          notification sent to
           coach and RFP is                                                              coach and invoice
             automatically                                                                   opened for
                generated                                                                  resubmission




                                                                                          Coach corrects
                                                                                            errors and
                                                                    Coach
                                                                                           resubmits for
                                                                                             approval
System Context Diagram
User Systems Diagram
Thank You

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Villanova EMBA/Sales Force

  • 1. EMBA INVOICING SYSTEM Epic Consulting
  • 2. Agenda  Villanova EMBA Overview  Current System  EMBA Wish List  Objective  Demo
  • 3. Villanova EMBA Program  Our client, the Villanova MBA program, cultivates individuals to become successful business leaders through a combination of several resources and tools.  Aside from the challenging curriculum, this program offers one on one career coaching with dedicated consultants and organizations.  Coaches serve as mentors to students of the EMBA program and are compensated for their time spent helping these students.
  • 4. Current System  Manual Process  Coaches submit paper form to EMBA office each month for approval  Once accepted, RFPs are filled out and sent to Procurement for processing  Data stored in Excel files  Each month, EMBA updates coaches’ hours in Excel files
  • 5. EMBA Wish List  Ability to Save & Print Invoices  Email Notifications  Generate RFP  Dashboards & Reports
  • 6. Objective  Create a Sales Force system which allows the Villanova EMBA program to automate its Request For Payment process  Enable coaches to enter invoice data via Sales Force  Automated approval process  Generate RFP
  • 7. Demo  Sales Force
  • 8. Entity Relationship Diagram Invoice_Statement Coach PK Invoice_Number PK Tax_ID# FK1 Tax_ID# Month Coach_Name Total_Hours _Coached Street_Number Invoice_Total Street_Name Status City State Zip_Code Phone_Number Email_Address Meeting PK Meeting_Number PK,FK2 Invoice_Number Student Meeting_Date PK Student_Name Student Hours_Coached Email_Address Hourly_Rate Phone_Number Meeting_Total FK1 Student_Name
  • 9. Data Flow Diagram Coach enters invoice data and Coach submits to EMBA for approval; EMBA is notified via email EMBA reviews invoice, EMBA approves or rejects submission Accepted Rejected Approval Rejection notification sent to notification sent to coach and RFP is coach and invoice automatically opened for generated resubmission Coach corrects errors and Coach resubmits for approval