Don Schenker, president and CEO of Synergistix, outlines the company's mission and vision, along with its awards and the development of the CATS system. The system aims to be user-friendly, multi-platform, and compliant with regulatory requirements, built using a Scrum methodology for effective development. Future enhancements include a deeper analytics subsystem and an administration module for user self-configuration.

1. Creating a Flexible and
Usable Industry Specific
Solution
Don Schenker
President and CEO, Synergistix

2. Introduction

3. About Don Schenker
• Education
• Previous Positions
• Current Company
• Family
• Hobbies
3

4. About Synergistix
• What we Do
• Mission
• Vision
• Core Values
• Awards and Accolades
4

5. Awards and Accolades
5
MSHUG - Best Enabling Software
Company Pinnacle Award - 2 times
CEO of the Year
Ranked 3rd among Top 100 South FL Businesses
Ranked among fastest growing companies – 4 times
CEO recognized among 100 Most Inspiring People – 3
times
Served on the PDMA Alliance Board – 12+ Years
Great Places to Work - 2015
South Florida Top Workplaces - 2016

6. Our Solution

7. The CATS System
Customer Analysis and
Targeting System

8. System History
• 2002: CATS Version 1
• 2003: CATS Version 2
• 2008: CATS Version 3
• 2011: CATS Mobile

9. CATS-Mobile

10. System Goals
• Easy to use
- Touch Enabled
- “One-Click to Anywhere”
- Intuitive GUI - Limited Training Required
• Multi-Platform
- Designed for iPad as the Primary Device
- Needs to work with Windows Tablet and Android Devices
- Smart-Phone Compatibility

11. System Goals (continued)
• Fully Configurable
- Menu Options
- Fields and Labels across all screens
- Powerful workflow system and options
- Multi-Language, Multi Currency, International Zip Code Support
• Compliance and Security
- System functions in a regulatory environment – need to be compliant with FDA/CFR Rules
- Security access based on roles (different menu options, screen layouts, edit rules)
- Full audit trail and back-up mechanisms
- Ability to work off-line and on-line transparently

12. HOW DID YOU DO IT?

13. How We Did It
• Employed a SCRUM (Agile Development) methodology
• Set Clear requirements
• Full support from the management team
• Utilized a graphic artist that specialized in GUI design
• Employed Customer Engagement throughout the process

14. Utilization of a SCRUM Methodology
Benefits of SCRUM
• Features listed on “The Backlog”
- As items move up the backlog, details are
added
- Priorities can be changed quickly
• System broken down in 2 week “sprints”
• Progress measured daily
• Results reviewed by executive team

15. Clear Business Requirements
• We had the benefit of a previous system, which included most of the functionality
• We had clearly defined goals and GUI standards
• Standards and best practices reviewed at each of the “Stakeholder Review
Meetings”
• QC Team involved early and throughout the process.

16. Full Support of the Management Team
• At the end of each SCRUM Release cycle (about every 3 Scrums or 6 weeks), the
development demonstrated the work in progress to management team
• Each developer presented their portion of the system
• Managers provided un-restricted feedback (both positive and negative)
• Changes and enhancement requests were folded into the next Scrum cycle

17. Graphic Artist
• System Palette
• Standard Icons
• Created specific “look and feel”
• Implemented GUI Standards and
Workflow Processes
• Consistency of Objects
• Clean Design

18. Customer Engagement
• “Customer Roundtables” 3x per year
• Review backlog and system enhancements quarterly
with ALL clients
• Include feedback in design direction

19. Design Considerations

20. Why We Choose Sencha
Flexible Architecture
• Unified Framework
- Allows applications targeting both desktop and mobile devices.
- Initially developed for tablet devices
- Significantly increased the performance of our teams to build a common platform across our
teams
- Increased knowledge transfer between developers, enabling portability of libraries and
components.
• MVC/MVVM Architecture:
- Enabled us to better organize the source code of our projects and reuse components
- Gained independence of all target platform(s)
- Common components reduced development time, allow updates across all applications and
reduces testing

21. Why We Choose Sencha
Support and Compatibility
• Components
- Leveraging the rich set of components enabled focus on business needs and user experience.
• Support
- Sencha active developer community features strong support forums
- Sencha Premium Support provides fast turnaround times on questions
- The framework has an extensive set of widgets, examples, and developer documentation to
minimize the learning curve of new developers.
• Cross-Browser Compatibility
• Quality

22. System Design
Custom Controls
• Multi Selector
• Date Picker
• Carousel
• Calendar
• Signature Field
• Geo-Targeting

23. System Design
Custom Processes
• Dynamic Visual Components
• Custom Workflow
• Synchronization Mechanism
• Seamless On-Line/Off-Line Functions
• Multi- Language Support
DMZ
Web Services
Internet
Tablet/
Convertible
Backend Interfaces
(Web Service or SFTP)
v3

24. Back End Processes
Making everything work seamlessly
• Reliability of Data
• Integration with External Data Sources
• Managing the work-flow
• Error identification and tracking

25. What’s Next

26. What’s Next
• Continuing development of our Backlog
- Currently 224 items listed,
- 35 items with high-priority status
• Building out the administration Module
- Allows end-users to self-configure the system
- Improved workflow for data management and workflow
• Deeper analytics sub-system
- Rich “Cube-based” data query capabilities and Artificial Intelligence
- Scheduling and management of report generation

27. Final Thoughts

28. My Top 5 List
1. Build a great team
- We would not have been successful without the incredible developers and DBAs on our team
2. Find great partners
- Sencha has been a great partner to us – when we encountered issues, the Sencha team had
supported us, and worked with us to find the best solution (and quickly)
3. Plan Up-Front
- By planning the system and design ahead of time, we eliminated much of the rework and
issues
4. Engaged and committed management and stakeholder involvement
5. Be Grateful

29. … and One More Thing
• Enjoy Your Work!
Your work is going to fill a large part of your life, and the only way to be
truly satisfied is to do what you believe is great work. And the only way to
do great work is to love what you do.
– Steve Jobs

30. Questions
Contact Info: Don Schenker
don.schenker@syncrm.com