all data is live and searchable
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Basic Assignments
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Options & Settings
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Main Time Information
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Yellow
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Photo/Image Count: 11
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Notes:
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This is a brainstorming document that was done from 3/20/14 to 3/27/14. It covers all 12 of the major business functions that adilas provides. The goal here is to focus more on the “sizzle” vs. the steak. The brainstorming was done by Brandon, Shannon, Dave, Cheryl, & others. Goal/Objective: Show & tell all 12 Business Functions/Features – here is what this can do. Brief definition – this is what this is. - What functionality – per business features – what, what, what – show me WHAT it can do. WHAT features does it have…. - From start to finish – follow this path all the way through – start to finish & review it 1. Sales, Inventory Tracking, & POS (Point of Sale): - Serialized inventory - Consignment inventory - Hide/show line items (hidden line items) - Advanced add to cart items - Barcoding - Package tracking - RFID Tracking - Custom labels - Paperwork – custom - Content Management - Photos/Images - Shopping carts - Duplicating - Vendor specific items - Generic items - Service items - Tiered pricing structure - Interface options - Dynamic cart interface - Quote – save as - Discounts - Contract pricing – using flex grid - Adjustable invoice styles - My Cart Favorites – Buttons - Recipe/Builds - Adjustable tax settings - Multiple customers per invoice/quote - Mixed tickets - eCommerce – Point of Sale options - Merchant Processing – credit cards - Customer queue - Item usages - Flex Grid - Transfers between locations - Update inventory count options – shrinkage/loss - Returns/refunds/exchanges - Tie directly to customer PO’s – dynamic fields - Custom search options - Sell anything! - Editable after the fact - Record notes – printable & non-printing - Searchable notes – searchable data 2. CRM (Customer Relationship Management) - Unlimited logs - Unlimited follow-ups - Calendar - Appointments - Bill for time - Track special data – customize your database - Additional contacts - Custom data fields - Paperwork - Photos/scans/images - Content Management - Export to Excel - Email/text message - Tie to specific sales associates - Current receivables – past history - Backend eCommerce login - Pay portals - Statements - Apply payments - Purchase history / statistics - Link to any other application piece - Custom search options - Trending & marketing 3. CMS (Content Management System) - Photos, scans, images - Reference any file – local, remote, physical upload - Unlimited & searchable reference library - Documentation - Custom documents - Paperwork - Contracts - Custom mappings - Direct to eCommerce - Your data, your system, your world, your way! - ??? – Something more… - Custom search options - Virtual World Building - Look & feel - What do you want? We’ll serve it up! - Mix & blend - Point & click interface 4. Online Expense Tracking - Reimbursements - Expense accounts - Payments on account - Payables - Access from anywhere - Enter data from anywhere - Print checks from anywhere - Bank reconciliation - Automatically cascades to P&L - Check requests - Check printing - Multiple payments - Documentation - Split between location - Aging, due dates - Dynamic reporting - Exporting to Excel - Bulk verify - Unlimited banks - Payroll - Custom search options - Photos, scans - Digital filing - Paperless office - Automated…. ??? - ACH & EFT’s – wiring money 5. Payroll & Timecards - Digital time clock – clock in/out - Admin time cards - Admin time clocks - Commissions - Salary - Overtime - Split deals - Hourly - Year to date summaries - Unlimited departments - Auto calculate federal & state withholdings - Summary reports - View/print my pay stubs - Bulk timecard options - Check writing - 1099’s - W-2’s - Automatic annual updates - Custom search options - HR management - Needed piece for every business – employees are used in other pieces of the puzzle – common denominator – wrap that up and present that well – potentially, on our side, take a day and create a few custom interfaces (that you could even flip to a mobile app) and just have this as an entrance (or get your foot in the door piece) - Compensation - Holiday pay/hours - Vacation pay/hours - Sick pay 6. Calendar & Scheduling - ANYTHING - How do you use time? - Appointments - Calendaring - Scheduling - Reservations - To-do lists - Projects – track subs and totals for projects - Servicing - Project management - Pools - Rentals - Dispatching - Bill for time - Reminders - Follow-ups - Notices - Dynamic naming - Create & name your own time templates - Scans, photos, images - Content uploads - 4 different report types/view: calendar, time slot, groups, & details - Advance searching - Add subs - Tie to customer, vendors, locations - Queue things to be invoiced - Project status – what needs to be done or what status is it at - Color code - Unlimited notes, entries, sub dates & times - Block out time spans - Packaging - GPS tracking - RFID tag tracking - Customer checkpoints - Document processes over time, with time - Customer facing calendar - Registration - Adding time to invoices & quotes - The underlying concept – ALL things run over time 7. Create Data Relationships Between System Players - Natural relationships - System maintained relationships - User maintained relationships - Special relationships – connections - Flex Grid Tie Ins - Custom fields - Customizable databases - Unlimited notes - Unlimited connections - Customizable reports - Relationship builder - Virtual buddy system - Process & flow relationships - Roll call – anytime o Who o What o When o Where o How many o How much o Who else – other connections o Why - Systems thinking - Cause & effects - Telling the story - Records all processes - Histories – system recorded histories – when/who did this? - User recorded histories - Linking within system groups - Core concepts - Accountability - World Building – creating realistic & logical relationships - Objects – objects & data over time - Multiple access points – multiple entry points - Visual organization & structure in data relationships 8. Backend Office & Accounting Functions - Automated Balance Sheet - Automated Profit & Loss Statement - User maintained Balance Sheet flexibility - Automates 75%+ of your financials - Live feedback - Live financial report for any data – even historical - Searchable - Editable - Build in audit trail - Tells the story - Tax reports - Automated cause & effects - Banks - Inventories - Receivables - Payables - Floorplan - Checkbooks - Check-writing - Payroll - Commissions - Withholdings – taxes - Shrinkage, loss - Documentation - Photos, scans - Content - Forms – standard forms - 1099’s, W-2’s - Operation led & accounting automated – horse before the cart - Simulate traditional accounting using modern technology - Business mapping data over time & data relationships - Entries are objects & portions of information progress/flow forward - HR management 9. Histories & Reports - ALL Data Is Live And Searchable (& retrievable) - Data in – data out - Usages - Histories o Financial o Effectual o Historical - System history for every action - Quick search - Advanced searches - Exports to Excel - Save as pdf - Print reports - Dynamic filtering & searching - Wild card searches - Drill-down to multiple layers of data - Any data in – is retrievable! - Build your own reports - Date sensitive reports - Pre-set criteria - Custom reports - Search & retrieve ALL data! - Know the data source – where is that information stored - Just in time reporting – live, flexible reports - Retrieve information for marketing, HR, sales, inventories, financials, trending, usages 10. BI (Business Intelligence) - Def: The pulse – what is happening in your business, who/what is involved, how does this play, they want to know the story – all of this is done with data, using data to tell the story, analytics, what does this mean, interpreting, marketing, trending, etc. - Provide the History & Reports *** - Usage - Interfaces – dashboard level - Return & report - Track usage, data, interactions, history, etc.: o Customers o Invoices o Stock/Units o Items/Parts, Inventory o Deposits o Expense/Receipts o PO’s o Vendors o Employees/Users o Quotes o Elements of Time o Balance Sheet Items - Relational data interactions - Dynamic data levels – unlimited – one to many to many relationships - Thank you adilas for making our lives easier! - Spend time analyzing & tracking data instead of building - Cutting edge – fastest browsers, new technology - Graphs, charts, visual representation for data - Data projections - Anytime roll call – return & report - Cascading, flexible, dynamic - Just in time – reports, history, recall, financials – what do I want to look at right now - Cloud based – centralized data – access anytime, anywhere - World Building: o Universe level o Galaxies o Clusters o Solar System o World o Location o Groups o Individuals o Data o Run All Levels Over Time - B2B or business to business interactions - Technology advances – memory, storage, processing power - Playing to where things are going - Future vision – anticipating, trending - The tools to reach future vision - Adaptability - Make appropriate changes according to your data - The data & reports to make your business decisions – research, marketing, trends, etc. - Affordable - Enterprise toolset for small to medium businesses - Cutting edge system for the right price - Grows with your company – reflects your - Time efficiency *** - Quick access & accountability for business functions - Business stimulating ideas - Project management – managing business - Entrepreneurial idea type system vs. more rigid/fixed systems - Multi-accessible, editable, adaptable flow vs. linear, rigid flow - A living tool 11. Web Presence & eCommerce - Online elements of time & calendaring options – scheduling, appointments, rentals, reservations, class seats, projects, timelines, check-off processes, etc., etc. (not exposed yet) - Online quotes/orders - eCommerce – cart to payment to shipping functionality - Continual updates & releases - Adjustable settings & eCommerce options - PayPal - Multiple Merchant Gateways – Authorize.net, Maxx Merchants, Merchant One, USAePay, First Data - Shipping API’s - Merchant Gateway API’s - Marketing/messaging API’s - Promotion codes - Special web pricing - Marketing – sales - Futuristically… smart menu – that helps track & calculate time according to the tasks you choose - Downloadable products – E-products - Customer login options - View user history, view your quotes, your invoices, your accounts - Online bill pay - Assign monthly rates for varying levels of customer use - Specify features for different customer types - What do you want your site to do? Dream it up! We’ll wire it up! - Full integration with your adilas system - Real time inventory counts & tracking - Free canned version with adilas subscription – custom upgrade to whatever level you want to play - Photo management - Descriptions - Categorization - Settings - Customizable look & feel - Connect the adilas engine to your already functioning website - Educate your users – CMS - Custom contract, disclaimers, agreements, paperwork - Link to external sources, upload additional content - Videos - Connect with social media – Facebook, twitter, LinkedIn, Pinterest, etc. - The entire adilas engine - Interconnected - Free - Ready to go - eCommerce ready to go POS system - affordable eCommerce packages - Show/hide things on the web instantly from within your adilas: locations, items, stock/units, contact information, etc. - Permissioned & protected inside adilas – then eCommerce – separate but fully integrated customer facing side - SEO automatically functioning: photo management, descriptions, your content (maximize for your company’s name) – to incredible levels - Contact us links - Future: mix & blend eBay & adilas & other big markets - Phone, call-in, mail order, - for web presence - Emailing invoices - Direct logins - Customer pay portals - Touch screen eCommerce – drag & drop - Multi functionality - Recipe/building 12. Virtual Data Portal (Big Data) - Archive data - The entire adilas package - Data sphere – data world - ANY data, ALL data - All file types - POS, eCommerce, scheduling, expense tracking, all of the 12 business functions here in one nifty little package - All Data Is Live And Searchable - Manageable data - Affordable data system - User friendly system - E-Business buffet – what do you want??? - Your business, your way! - World Building Concepts: - Cache, secure & retrieve data - Cross-company data sharing: vendor to supplier, or vice versa, to retailer, to … - Fun - Understand relationships – cause & effect - Systems thinking – systems working - Collect data as it’s happening – filter as needed, retrieve as desired - Searches data, crunches data - Data in bulk - Customer reports, returns - Unlimited data – mess volumes - Dream it up! - Work with the whole or filter down to smaller sections - Start to finish on processes - Plan it out – accomplish it in the system - Centralize the data - Follow the entire process through the data - View the entire history - Tell the story - Visualize it your way – graphs, tables, charts, rows & columns - Educate on big data – make it less intimidating - Making big data consumable - Normal operations create the big data – the sum of your normal operations create the whole – your big data - Creates all the connections & links from normal flow - Making informed decisions – make the best decision by having the best data - Making choices based on actual data - The whole, complete, inter-connected package - Build your world, create your interactions, populate your world, create your own processes, view any piece at any time - ADILAS – ALL Data Is Live And Searchable - It comes line upon line, piece by piece – normal operations –big data - The adilas formula is: Results = Mix(Functions, Players, & Concepts) - Tech, tools, & maintenance - Needs – trouble motivates action |