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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 6/11/2022 11:28 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 9115
Template/Type: Brandon Time
Title/Caption: Custom Tracking Meeting - For a Client
Start Date/Time: 6/13/2022 11:00 am
End Date/Time: 6/13/2022 11:20 am
Main Status: Active

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Notes:

Special client meeting on Cory's Zoom account. The goal was to cover and go over internal ways of monitoring and tracking quality control issues for a client. The user wasn't super familiar with adilas, but wanted a full-on system that could hold and track all of his pieces and processes. He works for a company that uses adilas but didn't know much about the existing tools. The underlying goal was a deep level of tracking for quality control within his processes. He's in the food and food production industry.

From what I was hearing, it sounded like a number of possible sub location or sub phases type stuff (data assembly line concepts). The need seems to be the ability to setup and manipulate the environment, setup standard and custom data points, and control the flow (start/stop/controls) of the processes. For our upcoming fracture project, I would really love to build in user controls that help people setup the sub systems, sub locations, sub phases, sub categories, and sub flow of data (forms, steps, or processes). The other important part of the data assembly line concept is the ability for the users (companies) to change, add, edit, remove, delete, and make their own processes more efficient. The concepts of the data assembly line have been on my mind quite a bit lately.

Kelly joined and was basically running most of the conversation. She just jumps in and sort of takes over. Some people really like that. She was talking about blending time, scheduling, inventory tracking, histories, and permissions. She really has a talent with consulting, talking, pitching ideas, show vision, and helping to make the sale or up-sale. Very interesting to watch and learn.

I also liked how she explained ERP (enterprise resource planning software). She said - "we track both money and goods, thus making it a light ERP system." I thought that was a good and simple definition. She also said, after the meeting, "The goal is moving the client from a problem based approach to a solution based approach. Get them excited about the possibilities." I enjoyed watching her work with the client. Kinda fun.