Notes: ORDER - EXECUTION MODULE

13/10/2000

Mitchelle

CMT

Nirmit

Mr. Nagle

Order Execution Module

Last week - and again this week (yesterday) – we discussed our requirements with Tapan – Jayant of Applitech, who visited us to conduct/complete “System Requirement Study”.

All throughout, Mr, Nagle insisted that we should give our System Requirements to Applitech, in the form of clearly designed

OUTPUT STATEMENTS

(only)

Description will not do !

He also asked Tapan/Jayant to prepare & Submit such OUTPUT STATEMENTS, based on that they have understood to be our requirements.

In this connection, I enclose:

Ø Some “Sample” output statements prepared by me

- These are (17) handwritten pages I hope to prepare some more.

Copies of these (17) have been given to Tapan/Jayant today.

Ø Work done by Tapan/Jayant so far in this connection.

This consists of enclosed

· List A (25 output statements, listing “fields”, but not formatted)

· List B (List of some 60 statements of which 18 have been formatted)

They have promised to prepare rest of the (formatted) statements & send to us by 19^th Oct. for our scrutiny / approval.

However, I agree with Mr. Nagle in that, we should also design/draft these output statements on our own & independently, without getting biased.

Because,

as “USERS” of this system, only WE know best as to

· What exactly we want to see in any statement

· How that statement will help us in executing an order, better / faster

· What future “lessons” (policy-procedure wise) Can we learn from HISTORY-TYPE of statements (as opposed to current-order related statements).

This is therefore to request Mitchelle/CMT/Nirmit to work overtime (and over the weekend! ) and prepare whatever statements they feel we would need from this system.

In this, if you wish, you may consult the folder given to you on Oct 9 (which contains my note to Tapan).

I feel, each one of you should prepare these statements independently. I will do likewise. Then let us meet on Monday morning & compare & consolidate & freeze our requirements.

With Regards,

HC Parekh

SHOPPING BASKET SUMMARY

BRANCH – WISE

BRANCH RESPONSIBLE :

Consultant Responsible :

Maybe, in all other statements on shopping Baskets, what we should do, is to simply add one more column, titled

“Branch”

Next to the column titled Consultant Responsible”

So that “Branch wise” statement can be generated as a “bye-product”.

Within each branch, we could group all Shopping Baskets “Consultant – Wise”.

	a			b
Month / Year	No. of Baskets Recd.	No. of Shortlisted PEN	Ave. PEN Basket	No. of Baskets got converted into order	%	Ave. time (days) to reply

(Item# 1 of List B ?)

SHOPPING – BASKET SUMMARY – URL WISE

( Partner websites)

Pl-See URL wise statistics already available on our website

URL (Partner website) :

Date Arrived

Basket No.

Date Replied

Time Taken

Corp Client

Position

Ind Fun Desig.

No. of PEN

Whether Conv. In order

Consultant

SHOPPING BASKET STATEMENTS (item # 2 of List B)

DATE WISE

Date

Basket No.

URL from which come

When replied

Days taken to reply

Client Name

Position Detail

Ind Func Desig.

No. of PEN

Consultant Responsible

From this statement, further statements can be compiled for any given “period”

Week / Month / Quarter / half-year / year

From X date to Y date.

EXECUTIVE APPOINTED SO FAR

A - Industry Wise (Item # 11-12-13-14- of List B)

Name of Industry:

Client / Corpo.

Order No./ Date

Position / Vacancy

Person /Exec. /Appt + PEN

Appt. At

Salary Design.

Level (p.a)

Func.

Bill Amt.

B - Function Wise

Function:

C - Designation Level Wise

Desig. Level :

D - CLIENT WISE

Client Name :

SHOPPING BASKET

DESIGNATION – LEVEL WISE (Item # 6 of List B)

Desig. Level :

Basket No.	URL from which arrived	Date Arrived	Date Replied	Actual Time Taken (days)	Consultant Responsible	Whether conv. Into order	Func.	Ind.	PEN

SHOPPING BASKET

FUNCTION - WISE (Item # 5 of List B)

Function :

Basket No.	URL from which Came	Date Arrived	Date Replied	Actual Time Taken (days)	Consultant Responsible	Whether conv. Into order	Ind.	Desig. Level	PEN

SHOPPING BASKET

INDUSTRY - WISE (Item # 7 of List B)

Name of Industry :

Basket No.	Arrived Date	Replied Date	Time Taken	Consultant Responsible	URL from Which came	Whether conv. Into order	Func.	Desig. Level	PEN

SHOPPING BASKET

Client / Corporate - WISE (Item # 3 of List B)

Name of Corpo/Client:

Address:

Phone: e-mail

Fax:

Name of contact Person

Desig. Of contact Person

Basket No.

Clickable Link

Arrived Date

Replied Date

Actual Time Taken (days)

Variance (+/-) (days)

Consultant Responsible

Whether converted into order

Source web-site URL

No. of Resumes short-listed (PEN)

Clicking on this link will open-up “Consultant-Wise statement of shop. Baskets”

SHOPPING BASKET

(Consultant - WISE ) (Item # 2 of List B)

Name of Consultant :

Source website URL

Basket No.

Arrival Date

Replied Date

Actual Time Taken (days)

Variance (+/-) (days)

Corpo. Name

Posting City

No. of Resumes shortlisted (PEN)

Whether converted into on order

Clicking on this link will open-up particular Basket Details

Clicking on this link would lead to “CORPO/CLIENT WISE SHOPPING BASKETS” Statement

MS/1

SHOPPING BASKETS

· Shopping Basket No.

· Date Recd.

· Date Replied (Term Sent)

· Who replied (Name of Consultant)

· Name of Sender (Executive)

· Name of Sender (Company) / Client.

· Contact Info (ADD/Phone/Fax/Email)

· Industry Name (Company belong to)

· Position / Vacancy Details

Ø Designation Level.

Ø Actual Designation (?)

Ø Function

Ø Industry

· Man Specifications

Ø Age

Ø Exp

Ø Edu. Qualification

Ø Skills

Py/2

CHEQUES RECEIVED HISTORY – OVERALL

(Chronological)

Srl. No.	Cheque Details			Client Name / Sales order No.	Towards / Inv. No.
Srl. No.	Cheque No.	Dt.	Value (Amt)	Client Name / Sales order No.	Advance	Prog. Payment	Final Payment	OOP.

CHEQUES RECEIVED HISTORY – CLIENT WISE

(Chronologically)

Client Name:

Srl. No,	Cheque Details			Sales order No.	Towards / Invoice No.
Srl. No,	Cheque No.	Date	Value (Amt)	Sales order No.	Advance	Prog. Payment	Final Payment	OOP.

PY / 1

OUT – OF – POCKET EXPENSE

ANALYSIS

CLIENT Name:
Srl. No.	Sales order No. & Date chronologically	OOP Expense Invoice			Payment Details			Balance outstanding
Srl. No.	Sales order No. & Date chronologically	Inv. No,	Date	Amt.	Cheque No.	Date	Amt.	Balance outstanding

“Descending order of Value” – Wise

Analysis / Statement

Of all Pending OOP Expense

Invoices

Srl. No.	OOP Invoice			Client Name	Sales order no/ Date	For which Position?	For whose Appt.?
	Value (Rs) (in Desc. order)	Date	Inv. No.

HS/4

(Item # 5 of ms 2 of List B ?)

INVOICING HISTORY

Client Name:
Srl. No.	Sales order No./ (Chronological) Date	Billing Amt./Inv. No.	Cumu. Billing Amt. (Incl. of Adv+PP+FP)	For what position?	For whose Appointment? (Name of Exec. Appt.)

HS/3

CANDIDATE HISTORY

- INTERVIEWS ATTENDED

Candidate Name:
PEN:
Srl. No.	Date of Interview (chronological)	For which “Position”	With which Client?	Outcome
				Shortlisted for further interview	Appt.	Rejected