This is a precursor presentation to the first demo created to showcase capabilities of Customate Platform for business process automation. Know more about us at www.customate.biz

1. CUSTOMATE
• Customate is a platform to allow business or non-technical
people to:
• Rapidly develop fully functional, totally custom business
process automation application on the web ready for use
• Add all the complexities and decision making algorithms of
the organization that are responsible for its competitive
advantage
• Automate entire organization including all big and small
processes
• Carry out regular improvements or changes or extensions to
inculcate new learnings and feedback into the system
making it a living, evolving and growing system

2. CUSTOMATE PLATFORM DEMO
• This presentation is a precursor to the accompanying demos that are
meant to showcase the unique capabilities of our platform –
especially
• Complexity of business rules and validations that can be employed
• Degree of automation that can be created
• There is no use of workflow yet and it might surprise what can be
achieved even without it
• While reading, user is politely advised to keep in mind that all that
the demo shows IS DEFINITELY achievable even without Customate –
but NOT at the speed at which this demo can be created using
Customate and NOT without involvement of technical expertise. No
current platform can claim to provide that kind of capability
• Overall this entire demo can be prepared by an experienced non-technical
users in 7-10 days of work

3. • There are 3 demos –
• One on sales process – from Enquiry to Quote including
Pricing
• Another one is creating a school, enrolling students year
after year and on auto assigning eligible new and old
students to classes and sections based on the final exam
marks or joining points
• Final one is quite complex with an attempt to auto create a
time table for an entire school (small school for demo
purpose) based on resources available, again year after year.
• A 4th demo for a complex process of stores and purchase
management to be added in future.

4. SALES PROCESS DEMO
• This demo is intended to automate the familiar enquiry to quote
process
• It tries to showcase the configuration and pricing prowess of the
platform
• It shows how various complicated permutations and combinations can
be captured by this platform quite easily
• It also shows how enquiry line items can be broken into multiple quote
line items on the fly and quantities divided to accommodate different
delivery dates or delivery destinations
• See also how items are tracked to ensure entire quantity has been
quoted
• More details on this demo can be seen from slide 7 onwards
• This demo can be prepared in 2-3 days by an experienced non-tech
person

5. STUDENT ALLOCATION DEMO
• This demo has been designed to demonstrate the sheer automation
capability of the Customate platform
• This demo app allows students to be enrolled in to the school in various
classes
• It also allows students to be given scores at the end of every year
• Finally, before the beginning of every new academic year it allows
students to be AUTOMATICALLY assigned to various sections of the class
for which they are eligible (based on their marks in previous academic
year)
• Number of sections is calculated on the fly based on the number of
eligible students
• The Students are allocated to individual sections on using a sine wave
algorithm
• More details on this demo can be seen from slide 14 onwards
• This demo can be prepared in 2-3 days by an experienced non-tech

6. AUTOMATIC TIMETABLE CREATION
• This last demo has been created to highlight the tremendous
complexity absorption capability of the Customate platform.
• Very complex business rules can be programmed in to the system
using simple if-then statements and a small number of excel-like
functions
• In this demo an attempt is made to try and automate the time table
creation of an entire school – for every class and section – based on the
available teachers and their academic expertise
• System alerts the missing resources and what teachers need to be
recruited
• More details on this demo can be seen from slide 17 onwards
• This demo can be prepared in 4-5 days by an experienced non-tech
person

7. SALES PROCESS – PIPES & TUBES
• Process for entering an Enquiry till Quoting the
enquiry
• There’s a screen for creating a Customer – customer
name unique
• There’s another couple of screens to create
Specification and Grades of pipes/tubes
• Finally enquiry is entered, Customer is chosen
• Enquiry Line items are created
• First the Spec+Grade are chosen

8. • Next SIZE of the pipes/tubes to be entered - there are
multiple ways of referring to size
1. Outer Diameter or OD :
1. Either a Direct entry
1. Direct Entry can be either in mm or Inch
2. If in Inch then converted to Diameter in mm
2. Or as Nominal Bore
1. If NB then Wall Thickness (WT) also has to be in Schedule
2. NB OD are fixed nomenclature that can either be in mm or in
corresponding Inch (NOT direct calculation as it’s a
nomenclature)
3. Each NB OD (mm and corresponding Inch) has a corresponding
actual Diameter in mm

9. 2. Wall Thickness or WT : 3 ways to enter – can only use any
one at a time
1. As a Direct entry
1. Direct Entry can be either in mm or Inch
2. If in Inch then converted to Diameter in mm
2. Or as Schedule for Nominal Bore OD
1. For EVERY NB size, there are 3 schedules 40, 80, 160
2. For every combination of NB size and schedule there is a
different specified WT in mm
3. Care to be taken since not all schedules apply to all NB OD
sizes
3. Or as Wire Guage
1. 2 kinds of Guage – SWG and BWG –
2. Each has a corresponding specified WT in mm

10. 2. Length
1. Lengths can be in mm, feet or meters
2. If mm then there can be no decimals to be entered, else 3 allowed
3. Length can either be Fixed or Variable
4. If Fixed then all pipes/tubes are of one length
5. If variable then there is a range (From-To) for the pipe lengths
• Next QUANTITY to be entered
1. Quantity can be Pieces, Meters or Kgs
2. However, if length Fixed, only then one can enter in Pieces
3. If Variable, then it has to be in Meters or Kgs
4. Whatever may be the unit of Quantity, a final meters equivalent
is calculated using the weight per meter (kg/m) of the tube
(which itself is calculated using the OD and the WT)

11. • Next DELIVERY options need to be entered
1. Delivery period after placing order (it’s a text field where it can
define multiple deliveries on different dates)
2. Will the material be picked up from Mahalaxmi site or needs to
be delivered
3. If delivered, then where?
• Next the QUOTATION is prepared
1. Only enquiry line items which are pending or are ‘partially’
quoted are displayed
2. They are displayed chronologically – older ones first
3. User can of course SORT using columns like in excel
4. User can type in a customer name and see only the customer
enquiries
5. Once the first line item is chosen, only the items of that
particular customer will be displayed automatically

12. 6. Before selecting a line item for quoting one has to enter
following details (else cannot chose the LI)
1. Lengths can be changed here
2. Also quantities can be changed
1. Total Quoted quantity against the enquiry LI and Pending
quantity are displayed
2. Current quote can be for more or less
3. Next time this same LI will appear only if the pending
quantity is positive (that is if less is quoted) or if manually
closed
3. Delivery period can be specified in terms of weeks
1. One enquiry LI can be broken into many based on time or
place of delivery
4. Delivery place can be changed
1. One enquiry LI can be broken into many based place of
deliver

13. • Finally Pricing needs to be done
1. There are 2 kinds of prices, one for pickup and one for delivery
to customer site (taking transportation costs into account)
2. The former is calculated in the Quote LI itself based on
Spec+Grade, Size, Quantity and delivery period etc
3. The latter is calculated after all LI are selected – it happens
automatically
1. The selected LI are segregated based on time and place of delivery
2. Then it is seen if they have to be shipped as partial shipment or as
full truckloads
3. Then the transportation costs are factored in to the price
automatically
TIME TO MAKE THIS ON CUSTOMATE PLATFORM
BY A NON-TECHNICAL PERSON – 2-3 DAYS OF

14. SCHOOL STUDENT ENROLMENT AND CLASS
ASSIGNMENT
• School needs to enroll new students. There is a
screen to add student details.
• The students enrolling score or points are also
recorded here
• There’s a screen to enter exam scores of students at
the end of a year on a class-wise basis
• A screen where daily attendance of a class+section
can be taken by teacher
• A screen where ‘eligible’ students are automatically
assigned to a class section

15. 1.For a particular class where students have to be
assigned for next year
1. The students that have passing marks from previous
class and that have failed in the same class in current
year are automatically taken as a group to be assigned
2. Then they are sorted as per their marks (ranks can be
given if required)
3. Number of sections are decided based on total pool of
students to be assigned to the class with the
understanding that not more than 10 should be in a
class
4. Suppose there are 25 students requiring 3 sections

16. 1. Finally they are assigned to sections based on algo –
1. Top goes to section A
2. Next goes to section B
3. Next goes to section C
4. Next again goes to section C
5. Then to section B
6. Then section A
7. And again to Section and so on……
• All this work happens automatically in the student assignment
form
TIME TO MAKE THIS ON CUSTOMATE PLATFORM BY A
NON-TECHNICAL PERSON – 2-3 DAYS OF HARDWORK

17. SUBJECTS AND TEACHER ASSIGNMENT TO
CLASS+SECTIONS CREATION OF TIMETABLE FOR
THE YEAR FOR EVERY CLASS AND SECTION
• Various classes and sections are defined in different screens
• Subjects are also defined in another screen
• Sections are assigned to every class
• Same sec not to be shown again
• To choose in order, show only section one at a time in order
• Day+Period is an slot - periods are assigned to every day to make
the slots
• Number of slots per day could vary
• Once the number is input, the earliest periods for the day are
auto-assigned

18. • When subjects are assigned to a class
• Class+Subject is a expertise
• The number of slots for each ‘expertise’ is also assigned at this point
• Auto-ensure that the total number of slots for a Class cannot be more than
total number of slots in a week
• Teachers are enrolled
• Expertise are also assigned to teachers
• Also how many maximum slots does a teacher accept to teach or is allowed
to teach is also defined. This is different for every teacher.
• Auto-ensure that the total number of slots that a teacher can teach in a
week cannot be more than total number of slots in a week
• Finally for every class+section time-table is to be made
AUTOMATICALLY
• The timetable can be redrawn every year based on the prevailing
circumstances and available resources

19. • Now coming to the TIMETABLE page
• First thing to input is the year for which the TT is being created
• Since every expertise (subject_class) must be assigned, that’s where we
should begin
1. First filter the expertise not yet completely assigned
2. Then for each of the expertise find the teachers that have the expertise
3. Filter these teachers that have the unassigned and available slots – at least
enough to cover the slots needed for the expertise
4. Find out how many potential assignments for such teacher and add them
up for all teachers in #3
5. Find the total unassigned sections left for this expertise
6. SORT with minimum ratio of #4:#5
7. Autochoose the first one. No edit allowed.
• This gives us the expertise to be assigned first.

20. • Now once the expertise is auto chosen, then filter all teachers
1. that can teach the chosen expertise
2. and have at least the slots needed available for the expertise
3. find the unassigned sections for the expertise (for the current year)
4. Find the number of section assignments that can be made for the chosen
expertise using the available teacher slots
5. Find the unassigned sections for all other expertise for every teacher (for
the year)
6. Take the lower of unassigned sections of expertise #3 and the assignments
that can be made for the expertise #4
7. Multiply this #6 with #5
8. SORT by minimum of #7
9. Auto select the first one. No edit allowed.
• This gives us the teacher.

21. • Once teacher is auto chosen, to find the section for the class
(class_section) to be chosen
• Class_Section belonging to the class of the expertise of course
• Only the class_sections where the expertise ‘yet’ to be assigned
• Sort the above filtered class_sections and
• auto select the class_section with the least number of unassigned slots
(for the year)
• Finally available slots for the chosen class_section are chosen
• In the chosen class_section remove all assigned slots for the
class_section in the same year.
• Then allow to choose and
• Then remove already chosen day records (as 2 slots cannot be on the
same day for the same expertise and section)
• Must choose to number of slots needed for the expertise

22. • This way a time table can be made for all the classes and all the
subjects given the available resources
• This method quickly points out resource crunch in terms of non-availability
of teachers for each expertise.
• This is just one of the algorithms and no claim is being made about
its efficacy – the focus of this demo is totally on displaying the
complexity handling capabilities of the Customate Platform
• Right now each expertise has to be assigned one record at a time,
but in future, with multi-record entering capabilities, that could be
achieved on the same page
• TIME TO MAKE THIS ON CUSTOMATE PLATFORM BY A NON-TECHNICAL
PERSON – 3-5 DAY OF HARDWORK.
• Overall this entire demo can be prepared in 7-10 days of work