Oct. 30, 2000
Tapan – Jayant (Applitech – Ahemedabad
Sudhakar (Applitech
– Mumbai)
Order
Execution System
I refer to
·
Your email of Oct. 18
·
Sudhakar’s letter of Oct. 19 (enclosing 33 pages
/ 80 output formats of ‘Requirement Catalog’)
·
Neeraj’s letter of Oct. 20
·
Our telecon of Oct. 25th
We were closed for 4 days for
Diwali & re-opened today – hence the delay in responding.
To answer Neeraj’s letter, I will
need to talk to Mr. Nagle/Mr. Cyril. Cyril is in Dubai & expected back by
this weekend.
When I received your 80 output
formats, I found that these were not grouped logically, so I spent some time
“re-grouping” these as follows:
REGROUPING OF OUTPUT
FORMATS
Group 1
·
Shopping Basket (18-19-20-21-22-23-24-25)
·
Inquiry (55-56-57-58-59-60-61-62-76-77)
Group 2
·
Proposal (26)
·
Sales order (27, 28, 33)
·
Pending orders (7-8-9-10-11-12-13-14-15-16-17-80)
Group 3
·
Resumes (5, 6, 30, 36)
·
Interviews (4, 31, 78, 79)
·
Follow-up (1, 34, 35, 39)
·
Advertising (29, 40, 41)
Group 4
·
Invoice (32,
63, 64, 65, 66, 67)
·
Compensation (2,
3, 38)
·
Customer Outstanding’s (?
? ? ? ? ?)
Group 5
·
Client List (51, 52, 53, 54)
·
Janam Kundli (client) (37, 42)
·
Janam Kundli (candidate) (43, 68)
Group 6
·
Executives Placed (44, 45, 46, 47, 48, 49, 50)
·
Analysis of orders executed (69, 70, 71, 72, 73, 74, 75)
To view all related formats at
one glance, I cut these out and pasted on large sheets.
(See
Annex: B enclosed)
So broadly speaking, there are 6 groups
& 16 topic/subjects covered by these 6 groups.
Total no. of statements (viz:
80), in reality are only 16 statements.
It is because of “re-arrangement”
of fields (Industry wise / Function wise / Desig. Level wise / Branch wise
/Consultant-wise/period wise etc. etc.), that the total no. gets inflated.
One immediate observation:
I do not find any statement on “Customer
Outstanding’s”/Balance of Payments (in Several different ways).
These are an ABSOLUTE MUST. These
are already covered in
·
Your first proposal date Aug. 21
·
Your Second proposal date Sept. 12
·
Our meeting on Sept. 1
·
My email date Sept. 20
Please cover these under Group 4
& let me see the formats.
Another Observation:
It is quite likely that each feature/functionality
covered by Order Execution Module, does NOT have an “output statements” (need
not have one).
But we must have a clear, prior, written,
understanding whether or not a given feature/functionality will be incorporated
in Order Execution System.
With this in mind, I enclose
Annex: A (Nine
Page)
“Order Execution Systems”
(Features & Functions)
I request you to carefully go
thru these pages and enter your comments in the last column – then return a
photo-copy for our study. Or we could fill-up this column jointly during your
next visit (when?)
Regards,
HC PAREKH CC:
Mr. Nagle
CC:
Nirmit
ORDER
EXECUTION SYSTEM 1/9
(FEATURES & FUNCTIONS)
|
Srl. No. |
Feature / Functionality |
As mentioned in (Source) |
Is an OUTPUT STATEMENT envisaged? If so, which? Is feature incorporated? |
|
1 |
“It would be a client-server based solution with WEB-ENABLED
COMPONENTS, for future expansion and integration, using web-technology” |
APPLITECH PROPOSAL (dt. Aug. 21, 00) |
|
|
2 |
Auto emailing to Candidates shortlisted |
,, |
|
|
3 |
Extensive MIS Reports Balance of Payment for each P.O./client etc. Documentation of follow-up for the Balance of Payment MIS reports of the Cases handled, advance given, B.O.P./Receivables
etc., Client-wise, P.O. wise, Consultant-wise & date-wise. B.O.P. reminder for each client, P.O., documentation on
correspondence on follow-up |
,, |
|
|
4 |
Audit trail |
,, |
|
|
5 |
Auto-emailing the alerts to the potential candidates about the new
requirements. Auto email to candidate once the the Client selects the CV for
a particular assignment. |
,, |
|
|
6 |
Alerts to the clients on the availability of new CV’s as per their
requirement. |
,, |
|
|
7 |
All the Correspondence with the client & the Candidates |
,, |
|
2/9
|
Srl. No. |
Feature / Function |
As mentioned in (Source) |
Is an OUTPUT STATEMENT envisaged? If yes, which? Is feature incorporated? |
|
|
Logs of who accessed what files when (S/1) |
HCP’s note to Mr. Sudhakar (Aug. 24) |
|
|
|
Integration of server based “call-centre”, permitting “access” (as
per rights) to monitor order execution process to
(L/1) ·
Consultants (immediately/now) ·
Clients/Candidates/Experts/Asso. Etc. (later)
|
,, |
|
|
|
(F/3) Auto generation of Shopping Basket Summary
(client/consultant/branch/Industry/Func./Desig level/date-wise) |
,, |
|
|
|
Follow-up of each/every Shopping Basket (F/3) |
,, |
|
|
|
P.O. Summaries (just like shop. Basket (F/3) Summaries |
,, |
|
|
|
Auto Generation of Invoices (F/4) Client/Value-wise Outstanding Statements |
,, |
|
|
|
(F/4) Automate all communications & maintain a log
|
,, |
|
|
|
(G/1) No data should be required to be entered twice |
,, |
|
|
|
(G/1) Advertised Vacancy to be treated as P.O. |
,, |
|
|
|
(G/2)
All entry, only thru CORPORATE name. |
,, |
|
3/9
|
Srl. No. |
Function / Feature |
As mentioned in (Source) |
Is an OUTPUT STATEMENT envisaged? If yes, which? Is feature incorporated? |
|
|
(G/2) Every data/field to be linked to a CORPORATE NAME |
HCP’s note to Mr. Sudhakar (Aug. 24) |
|
|
|
(G/2) Determination/fixation of ACTIVITY STANDARD TIME (AST) before start
of an assignment |
,, |
|
|
|
(G/2) Comparison of ACTUAL ACTIVITY TIME (AAT) with AST & reporting
“Variance” (Built-in “Consultant-Productivity” measurement for performance
evaluation) |
,, |
|
|
|
In case of “ON-LINE SALE OF RESUMES”, the Order Execution Module
Should ·
Calculate amt. payable by Client ·
Automatically send an “offer/quotation” to
Client, ·
Send relevant/concerned resumes to client as
soon as concerned consultant (who is handling that Shopping Basket) has
entered the D/D details in the O/E module. |
G/5 & G/6 |
|
ANNEX:
A
4/9
|
Srl. No. |
Feature / Functionality |
As mentioned in (Source) |
Is an OUTPUT STATEMENT envisaged? If so, which? Is feature incorporated? |
|
|
“We have also included the Finance Management Module as per your
suggestion” |
APPLITECH PROPOSAL (Sept. 12) |
|
|
|
“We have taken care that the system proposed would cater your
future requirements of integration with the web-enabled applications”……….” It
would be a client-server based solution with WEB ENABLED COMPONENTS for the
future expansions and integration using the web-technology” |
,, |
|
|
|
Documentation of follow-up for Balance of Payment B.O.P. reminder
for each client, P.O., documentation on correspondence on the follow-up. |
,, |
|
|
|
-
MIS daily/weekly/Monthly statistics -
3 Dimension (NO. / Time Frame/Rewards) -
Interview Feedback from Client -
Order Backlog/Pending Assignment Analysis -
10 Standard Statements -
Interview Follow-up -
Follow-up with our own
staff/candidates/clients -
Chasing events & Activities -
18 screens (po-up) of paperless office -
Order Execution Master Chart -
Help Desk & Queries -
Shopping Basket as P.O. and follow-up -
P.O. Summaries should get generated just |
,, ,, ,, ,, ,, ,, ,, ,, ,, ,, ,, ,, ,, ,, ,, ,, ,, ,, ,, |
|
ANNEX:
A
5/9
|
Srl. No. |
Feature / Functionality |
As mentioned in (Source) |
Is an OUTPUT STATEMENT envisaged? If so, which? Is feature incorporated? |
|
|
-
List of all resumes ever sent to a given
client -
For a given candidate, which are the client to
whom his resume is sent ever -
Integration of Server-based Call=centre,
permitting access to monitor O/E to Consultants (only) -
“POP-UP Screens” thru manual typing -
Auto email of std. letters/fax |
,, ,, ,, ,, ,, |
|
ANNEX: A
6/9
|
Srl. No. |
Function / Feature |
As mentioned in (Source) |
Is an OUTPUT STATEMENT envisaged? If so, which? Is feature incorporated? |
|
|
·
“Annotation” Of All Incoming/Outgoing
Communications (email/fax/letter/phone-call) with “keywords” using a COMMUNICATION WIZARD & Creating a chronological “string
history” for Order Execution follow-up. ·
Corporate Profiles -
Data Capture Screens AND -
Database structures must be Same, whether
offline or online. ·
Editing of Corporate Profiles -
Offline by Consultants -
Online by concerned “Personnel Manager” ·
Future integration our Order Execution System
with ORACLE FRONT
OFFICE SUITE ·
Automatic extraction/creation of ·
Phone database ·
Postal address database ·
Fax database ·
Mobile No. database ·
Email database |
Hcp’s note to Tapan/Jayant (oct.5.2000) Hcp’s note to
Tapan/Jayant (oct.5.2000)
,,
,,
,, |
|
ANNEX: A
7/9
|
Srl. No. |
Function / Feature |
As mentioned in (Source) |
Is an OUTPUT STATEMENT envisaged? If so, which? Is feature incorporated? |
||||||
|
|
·
Incorporation of PIM (Personal Info. Mgmt)
Softwares into Order Execution Module
·
Capability to move from “Help Desk/Call-centre to “Fully interactive
web-based Single Interface” ·
Capability to integrate in future IVRS for
capture of resumes ·
Follow-up/Reminder (Communication) strategy to
cover all modes (viz): Phone/fax/email/SMS/WAP/Letter
·
Online Sale of resumes (after online
quotation), to be capable of receiving/accounting payments over internet ·
(morning
greeting screen to each Consultant) ·
Unique Code no. for each CORPORATE |
Hcp’s note to Tapan/Jayant (Oct.5.) ,, ,, ,, ,, ,, ,, |
|
ANNEX:
A
8/9
WIZARD OF THE COMMUNICATION - CUBE
PARTY NATURE MODE
Outgoing
Incoming
ANNEX: A
9/9
|
COMMUNICATION WIZARD |
||
|
I wish to Ø Ø |
||
|
In case of
“Search” |
|
In case of
“Creation” |
|
Please
Search Ø
Ø
Ø
|
|
|
|
Search-In ·
Phone-Calls O ·
Voice Mails (IVRS) O
·
Letters
O ·
Faxes O ·
Emails (Corresp.) O ·
Resumes (emails) O ·
Resumes (webforms) O ·
Resumes (Scanned) O ·
All
O |
|
I wish to ·
Make a phone-call O ·
Send a Voice-mail O ·
Send a letter O ·
Send a fax O ·
Send an email O ·
Send an SMS O ·
Send a WAP O |
|
Search
pertains to database ·
a Client O ·
Other Corporate
O ·
ASSO.
O ·
Experts O ·
Others O |
|
This
message goes to ·
a client
O ·
a
Corporate O ·
an Asso. O ·
an expert O ·
others O |
CHEQUES
RECEIVED HISTORY – OVERALL
(81)
(chronologically)
|
Cheque
Details |
Client
Name/SON |
Towards /
Invoice No. |
|
|
|
|
|
|
|
|
(82)
CHEQUES RECEIVED HISTORY
– CLIENT WISE
(chronologically)
|
Client
Name: |
||
|
Cheque
Details |
SON |
Towards /
Invoice No. |
|
|
|
|
|
|
|
|
(83)
OUT OF POCKET
EXPENSE INVOICES – CLIENT WISE
|
Client Name: |
|||
|
SON & DATE |
OOP
Expense Invoice |
Payment
Recd. |
Balance
Outstanding |
|
(Amt) |
No. (Amt.) |
||
|
|
|
|
|
(84)
OUT-OF-POCKET
EXPENSES = TOTAL
(Descending Order of
Balance Outstanding)
|
OOP
Invoice Details |
Client
Name |
SON / Date |
For which
Position? |
For whose
Appt.? |
|
(Amt) of Inv. No. Balance |
(85)
INVOICE HISTORY
a)
(Client Wise)
|
Client
Name: |
|||||||
|
SON/Date
(Chrono) |
Invoice
No./Invoice Amt. |
For What? |
For What
Position? |
For Whose
Appt.? |
|||
|
Adv |
PP |
FP |
OOP |
|
|
||
|
|
|
|
|
|
|
|
|
Repeat
(86) b)
Consultant wise
(87) c)
Overall / Total (Chronological)
(88) d)
Overall / Total (Descending
order of Value-wise)
(89)
HOT JOB ADVT. RESPONSE ANALYSIS
|
Client: Position: SON/Date: Consultant/Branch
Responsible: Web Advt.
No./Date: Print
Advt. Media/Date: |
||||||||
|
Total Resumes Received |
Rating Analysis |
No. Called for Interview |
No. Appeared for Interview |
|||||
|
A |
B |
C |
R |
Prelim |
Final |
Prelim |
Final |
|
|
|
|
|
|
|
|
|
|
|
(92)
INTEREST LETTERS ANALYSIS.
|
SON/Date |
Client
Name |
Position/Vacancy |
Letter
Sent |
Consultant
Responsible |
|||
|
PEN |
Date Sent |
Response
Y/N |
|||||
|
|
|
|
1----- 2----- 3----- 4----- |
|
|
|
|
(93)
RESUME SENT ANALYSIS
|
SON/Date |
Client
Name |
Position/Vacancy |
Resume
Sent |
Consultant
Responsible |
|||
|
PEN |
Date Sent |
Whether
client shortlisted for Inetr. |
|||||
|
|
|
|
1------ 2------ 3------ |
|
Y |
N |
|
(94)
DETAILS OF INTERVIEWS ORGANISED
|
Consultant Name: |
|
||||||||
|
Time of Interview |
Candidate Details |
Client Details |
Interview Feedback |
||||||
|
Name/PEN |
Currently with |
Phone |
Whether attending |
Client Name |
SON/Position |
Contact Person |
Phone |
||
|
|
|
|
|
|
|
|
|
|
|
(95)
CORPORATE
JANAM-KUNDLI
IDENTITY DETAILS
·
Name
·
Short-Name
·
Group to which belongs
·
CIN (if allotted by ROC)
CONTACT DETAILS
·
Address (HO)
·
Phone ( “
)
·
FAX
( “ )
·
E-mail (
“ )
MANAGEMENT – TEAM DETAILS
|
Position |
Name of Person |
Mobile Phone |
Direct Phone |
Email |
||||||||||||||||||||
|
Chairman MD President CEO VP Chief of Personnel |
|
|
|
|
||||||||||||||||||||
|
|
||||||||||||||||||||||||
|
(218 Industry – Master) |
|
------------ ------------ ------------ ------------
------------
------------ ------------
------------
------------ |
|
To be picked-up from a) Shopping
Basket b) Job
Advt. Postings. |
PRODUCTS / SERVICES DETAILS
To be picked-up from
Ø Job
Advt. Posting
Ø Shopping
Basket
BUSINESS-VOLUME
DETAILS
|
Srl. No. |
S. Order No. |
Date |
Person Appointed |
Position |
Inv. Value. |
Cumu. Invoice Value |
|
|
|
|
|
|
|
|
CONSULTANTS
COMMENTS
|
Name of Consultant |
Remarks Date |
Remarks |
|
|
|
|
(96)
CANDIDATE JANAM KUNDALI
1)
This could be any executive, member or
non-member.
2)
It should be
possible to build-up this janam-kundli (for any executive) over a period of
time, by entering one/more data at a time.
Ø PEN
(if a member) / RESUME
Ø IDENTITY
DETAILS:
Ø Contact
Details:
Ø Resume
sent-out History
Ø Interview
Details History
Ø Appointments
/ Offers Made History
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