2/5/99
Cyril
Sub: Order Execution Module
The enclosed note (E-MAIL) is 5
years old (23-4-94).
At that time, internet was beyond
horizon. So, it is not surprising that, in the enclosed note, I have talked
about the concept of a HELP-DESK with several technical & commercial
support staff.
- taking "Orders" over
telephone
- answering "Queries"
" The concept of a Clients,
- placing "order" thro'
Internet
- tracking/monitoring progress of
his
"order" on our website Simply
did not exist!
But, in 1999, things are vastly different.
Although "Help-Desks"
do exist (even on websites), it is only a matter of time, before these become
OBSOLETE.
More & more Companies are
using Internet
(their website) as a
CENTRE PIECE/ANCHOR
around which, all their
business-processes
are centred.
The current scenario is somewhat
like
[Diagram with three intersecting
circles: Intranet, Extranet, and Internet. Labels around the circles and their
intersections]
Intranet: Order Execution, Admin,
Sales, Accts, HR, R&D
Extranet: Supply-Chain
(Vendors/Contractors/Suppliers) (Inventory Mgmt)
Internet: Company
Information/Product Info, Help Desk/Tech Support, Order Placement/Credit card
verification
Internet intersects with
Customers/Clients.
Barriers are shown between
Intranet/Extranet/Internet.
But I feel, for most Companies
(at
least in U.S.A. / Europe /
Japan), the barrier
would fall and there would be a
SINGLE
"Interface" for
- Employees
- Suppliers
- Customers
That single interface would be a
company's
WEBSITE!
This has already happened with a few
large American Companies. Examples of these could be found in following books.
- Web-Pages that Suck (Sent to
you)
- Webonomics
- Business @ Speed of Thought
(Bill Gates) Sajida
- Direct from DELL. (I am still
reading)
If we had implemented HELP-DESK
5 years ago, that would have been
fine. It might have even helped
our staff to get used to
"doing
business over telephone."
But having "wasted", I
feel it
would be wise to simply
"By-Pass"
that stage of
"evolution" altogether
and straightaway jump to the
concept
of
FULLY INTERACTIVE SINGLE
INTERFACE
(WEBSITE)
We may still develop our
ORDER EXECUTION SYSTEM
(MODULE #2)
around our INTRANET &
thoroughly
test it out before MERGING with
the INTERNET.
This will help us to
"debug" our
internal business processes
before
exposing these (processes) to the
public-at-large.
Because,
if these (processes) do NOT
perform
100% correctly/accurately on our
website,
it might get adverse reaction -
even
ridicule - and clients may NEVER
RETURN!
Eg. What is happening to our
MEMBERSHIP SERVICES (Edit / Auto
Job Search / Job Mail Robot) for
the
last 8 months!!
But, our "goal" has to
be clear
right now.
And that is,
Merger of "Intranet"
with "Internet".
Assuming that
- Implementation of Module #1
takes
2 months ( May / June)
- Development of Module #2 (Order
Execution) covering features in
the
enclosed notes, takes
. 3 months ( May / June / July )
- Testing of Module #2 takes 2
months
( Aug / Sept )
- Development of NEW WEBSITE (NT
based) takes 2 months
( Oct / Nov. )
- Merger of Module #2 into NEW
NT Based Website takes
3 months ( Dec / Jan / Feb 2000 )
We are talking of a PROJECT TIME
FRAME of
12 months.
If we manage this Schedule (and
do you see any reason, why, we
cannot ?), at the end of this
12 month period, we should be
ahead
of
- all Indian job-sites
- most of the Worlds jobsites
By March 2000, I also expect
that,
in India,
- internet subscriber base would
have grown
substantially
- many ISPs would be operational
- Internet - over - cable"
would have become
a reality (IN cable / SITI cable
& a
Delhi Party which expects to
launch
this by June 99). If this
happens,
millions of home TV's will be
able
to "access" internet
(Hridaya (IN),
alone have 2.3 million cable TV
connections in 12 cities)
- hundreds of Cyber-Cafes would
have
come up.
- Internet Connection charges
would
have dropped drastically (each
"late-comer" ISP would
have to drop
prices to be able to enter the
fray).
(DISHNET offering Rs. 1.8/hour in
Pune/Chennai).
- E-Commerce would have become a
"little" easier
In the books mentioned earlier, I
have
underlined / marked-out,
sentences / paras /
pages, which I would request you
to
read,
before you start working on
Module #2.
Unless, we have the GRAND PICTURE
in front of us, we would end-up
on
the periphery !
I subscribe to Jack Welch's (GE)
business philosophy, Viz:
"If, in any business, you
cannot be
either #1 or #2, get out of
it!"
To implement this project, I am
ready
to commit
- required funds
- my own time
- B.P.'s Organisational Support.
I am sending this note to you
with a
request to commit
- your own personal
time/attention
- a dedicated team of
professionals
- time frame (with bonus /
penalty clauses)
How Soon ?
Regards
[Signature]
2/5/99
ORDER EXECUTION MODULE ?
enclosure to H.R.'s note to
SYSTEM REQUIREMENT ) Cyril dt.
2/5/99
INDEX
| Subject/Topic of Note | Date |
| :--- | :--- |
| MIS - Daily/Weekly/Monthly
Statistics | 3-9-93 |
| 3 Dimensions
(Number/Timeframe/Reward) | 17-9-93 |
| Interview Feedback from Clients
| 27-4-96 |
| Order Backlog/Pending
Assignment Analysis | 29-11-98 |
| 10 Standard statements |
11-7-93 |
| Interview Follow-Up | 25-6-93 |
| Follow Up | |
| - with Our Own Staff | 30-3-94
|
| - with Candidates | " |
| - with Clients | 29-3-94 |
| Chasing Events & Activities
| 30-3-94 |
| (To send what - when - whom) |
|
| 18 Screens (Pop-Up ?) of |
12-11-94 |
| PAPERLESS OFFICE | 26-11-94 |
| Order Execution System - MASTER
CHART | 2-9-93 |
| | 1-2-94 |
| HELP DESK & QUERIES |
23-4-94 |
| (clients/candidates/Associates)
| 16-11-94 |
Analysis Of
Pending Assignments
29-11-98
A. CLIENT - WISE
| Client | No. of Positions |
Prof. Fees (Est.) |
| :--- | :--- | :--- |
| Cadilla | 18 positions | |
| Rubamin | 6 " | |
| Pidilite | 5 " | |
| Schindler | 5 " | |
| Kuwait Invt. Autho. | 3 "
| |
| CCI | 2 " | |
| Tata Interactive | 2 " | |
| Guy. Guardian | 2 " | |
| Anil Starch | 2 " | |
| Lupin | 2 " | |
| M&M (Tractor) | 1 " |
|
| Lucent | 1 " | |
| ICC Kesar | 1 " | |
| Permronics | 1 " | |
| Kirloskar AAF | 1 " | |
| Total | 52 | |
In terms of
- NO. of Positions &
- Est. Value of Prof. Fees,
which are our
"important" clients ?
Obviously, more important clients
need
- more frequent Verbal
interaction
- more frequent Written
feedback/position statements
B. CONSULTANT - WISE
[Table with columns: Nirmit,
Thakur, Mitchelle, Shankar]
How much "workload"
does each consultant
have at any given point of time?
This analysis can be extended to
the
REVENUE (est. professional fees)
that each
consultant is handling (apart
from the
"no. of vacancies" that
he is handling.)
This could help us to decide
- to provide
"temporary" help/assistance to a
particular consultant in case of
OVERLOAD
- to "shift" some of
the assignments to
another consultant who might be
UNDERLOADED
- to hire additional consultants
in case of
situations of PERMANENT /
CONTINUOUS OVERLOAD
- to "even-out"
workload on different consultants
Total
C. AGE-WISE (CHRONOLOGY)
| Pending From Since | No. of
Assignments |
| :--- | :--- |
| April 98 | |
| May 98 | We aim at executing
assignments within 2 months of receipt (later on or even faster - once ORDER
EXECUTION MODULE software gets installed). Till such time, at each month-end,
we must (manually) compile this statement, so that, we may conclude (based on
FACTS & not on hunches/guess) that |
| June 98 | |
| July 98 | |
| Aug. 98 | - we need to put in
extra efforts and "clear" very old backlog |
| Sept. 98 | - we need to add
more consultants (Permanent/Temporary) |
| Oct 98 | - we have no
"work" beyond 2 months and therefore we need to step-up our
"marketing" efforts |
| Nov. 98 | |
| Total | |
Cyril $\to$ Let us target to
compile this statement "automatically"
[Signature] 2/5/99
D. PROFESSIONAL FEES - WISE
(Estimated)
Descending - Order of Value
| Assignment (PO No) | Position |
Most Likely Salary | Our Fees Basis | Our Fees Amount (Est) |
E. EXPECTED JOINING-DATE WISE {
To figure out CASH INFLOW statement }
| PO No | Position | Expected
Joining Date |
| :--- | :--- | :--- |
| | | Nov | Dec | J | F | M | Ap
| May | June | July | Aug | Sep |
| | | 98 | | | | | | | | | | |
Assuming, we will receive our
prof. fees within 30 days of
the executive joining duty,
this chart will help us in
determining our CASH INFLOW.
F. FUNCTION - WISE (DEMAND
SCENARIO)
AS ON - - - -
| Function | Production
Operations QC/QA | Mktg Product Mgmt | SALES Distr. Service | Fin A/c | Project
Busi. Dev | Matl. Purch Sourcing | SBU Head | Mgmt Service (IT) | HRD Pers. |
Monthly/Quarterly/Annual analysis
like
this, will tell us, in which
FUNCTIONAL-
AREA do we need to build-up an
"inventory" of
executives.
G. HIERARCHY
LEVEL - WISE (DESIGNATION)
| PO No. | Level | MD | CEO
Presr. | V.P. SBU Head | GM | DGM | Mgr. | Exec. | Eng. |
PRIORITY MATRIX
[A matrix chart with y-axis as
Professional Fees (Est.) and x-axis as Assignment Age (Pending Since). The
x-axis is divided into Recent, 1 Month, 2 Month, 3 Month (cold), and 4 Month.]
**Y-Axis (Fees):**
* High Fees
* Medi. Fees
* Low Fees
**X-Axis (Age):**
* (Recent)
* 1 Month
* 2 Month
* 3 Month (cold)
* 4 Month
**Matrix Content (Reading across
rows from High Fees to Low Fees):**
**High Fees Row:**
* Medium Priority
* High Priority
* V. High Priority
* Extreme Priority (Arrow points
from V. High to this box)
**Medium Fees Row:**
* Low
* Medium
* Medium
* High
**Low Fees Row:**
* V. Low Priority (Arrow points
from this box to Medium/Low row)
* Low Priority
* Medium Priority
* Medium Priority
[Three blank boxes for
address/date/contact information]
Dear Sir:
Interview Feedback
We had arranged some executives
to meet you for the position of
[Blank box for position]
on.
[Blank box for date]
We would appreciate receiving
your feedback
and request you to fill in the
enclosed
sheet and send us a photocopy
while
retaining the original for your
records.
If you want us to
- contact executives who did not
attend
- organise "final"
interviews
- follow-up with short-listed
candidates
- send you any more
details/resumes,
please feel free to phone
undersigned.
With regards
[Space for signature/name]
INTERVIEW FEEDBACK
Client:
Contact Person:
Interview Position:
Interview Date:
Phone:
| Candidate | Feedback $\to$ |
[Blank Column] | [Blank Column] | [Blank Column] | [Blank Column] |
| IF DID NOT ATTEND | | | | | |
| - Did he call & ask for a
new date? | $\square$ Yes $\square$ No | $\square$ | $\square$ | $\square$ |
$\square$ |
| - Indicate fresh date, if given
| $\square$ Yes Date: | $\square$ | $\square$ | $\square$ | $\square$ |
| IF ATTENDED | | | | | |
| - Not suitable | $\square$ |
$\square$ | $\square$ | $\square$ | $\square$ |
| - Kept on hold | $\square$ |
$\square$ | $\square$ | $\square$ | $\square$ |
| - Would like to see him again |
$\square$ | $\square$ | $\square$ | $\square$ | $\square$ |
| IF FOUND SUITABLE | | | | | |
| - Short-listed for final
interview | $\square$ | $\square$ | $\square$ | $\square$ | $\square$ |
| - Final interview date | --- |
--- | --- | --- | --- |
| IF APPOINTING | | | | | |
| - Appt. Letter will be issued
by | --- | --- | --- | --- | --- |
| - Expected to join by | --- |
--- | --- | --- | --- |
| - Gross Salary (annual)
negotiated | Rs. --- L | Rs. --- L | Rs. --- L | Rs. --- L | |
| REMARKS | | | | | |
chart
ORDER - EXECUTION MODULE
STANDARD LETTER
Dear Sir:
| Status Report | Feedback |
We had recently arranged some
interviews for your Organisation.
We
do not seem to have received any
feedback on the outcome and would
highly appreciate if you would
fill - in
the "Feedback Details"
and return
to us, a photocopy of the
enclosed
sheet.
With regards
[Space for signature/name]
Ideally, the enclosed
"screen" should
be accessible" to a client
by
logging into our EXTRANET and
he should be able to enter his
feedback directly / On-line
for us (and for him) to see at
anytime. Of course there has to
be
proper "ACCESS CONTROL"
thro' Passwords
etc.
30/4/99
INTERVIEW SCHEDULE / FEEDBACK
SHEET
Client:
Interview Dates:
To Meet:
Venue:
For (Position):
Phone:
Fax:
| Srl. No | Time | Profile of
Candidates being interviewed | Detail of Client's Feedback |
| :--- | :--- | :--- | :--- |
| | | Candidate Name/New Exp |
Age | Current Co. Designation/City | Phone (O) (R) | If Confirmed | Travel
Reimbursement | In case Interview Attended |
| | | | | | | | | Did not Attend
| Not fresh | Kept on Hold | Not found Suitable | Short-listed for Final |
Final Interview | Appt. Issued Letter | Expected to join on |
Interview Schedule / Feedback
Sheet
CLIENT: MAFATLAL INDUSTRIES
LIMITED
INTERVIEW DATE:
TO MEET:
VENUE:
FOR (POSITION):
PHONE NO.:
FAX NO.:
| SR. NO. / TIME | APPLICANT NAME
/ CODE | CANDIDATE PROFILE | CLIENT FEED BACK DETAILS |
| | | AGE / YRS TOTAL EXP. YRS |
CURRENT COMPANY / DESIGNATION / LOCATION | TELEPHONE NO. RES. OFF. | IF
CONFIRMED | TRAVEL REIMBURSEMENT | DID NOT ATTEND | GIVEN FRESH DATE (SPECIFY)
| NOT FOUND SUITABLE | KEPT ON HOLD | SHORT-LISTED FOR FINAL INTERVIEW | FINAL
INTERVIEW RESULT | ISSUED LETTER | EXPECTED TO JOIN ON |
| 1 | D.V. ASNANI MSV/36 | 48 24
| MULTINATIONAL PHARMA CO. G.M. MANAGER BOMBAY | | | | | | | | | | | |
| 2 | K.D. LAD LSL/36 | 40 16.2 |
H & R THOMSON (I) LTD. MGR. EMP. RELN. MANAGER BOMBAY | 5674350 5523592(O)
| | | | | | | | | | |
| 3 | M.S. MENDOZA MMS/36 | 44 18
| DAMAL INDL. GROUP MANAGER PERS. AFFAIRS BOMBAY | 8373200 | | | | | | | | | |
|
| 4 | R.E. SAWANKAR SRE/36 | 43
24 | INDOOR LTD. PERSONNEL MANAGER BOMBAY | (O) 462728, 462721 | | | | | | | |
| | |
| 5 | H.V. TATGAGE THV/35 | 42
17.9 | BATAZ AUTO LTD. MANAGER (PERS) AURANGABAD | | | | | | | | | | |
| 6 | V.B. PATANKAR PVB/36 | 40
15.5 | SANDVIK ASIA LTD. MANAGER - I.R. & P. PUNE | 0212-333568 | | | | | |
| | | | |
| 7 | K. SHANTARAM SK/36 | 39 18
| PUNE | | | | | | | | | | |
| 8 | W.D. SUTAR SWS/36 | 38 15 |
BRIGHT BROTHERS LTD. MANAGER ADM. & B. DEV. BOMBAY | 5136252 | | | | | | |
| | | |
| 9 | R. PHILIP PR/30 | 38 17 |
W.P.T.C. CHIEF PERS. MANAGER DELHI | 222214(PP) | | | | | | | | | | |
| TOTAL: 18 | | | | | | | | | | |
| | | |
| 3P CONSULTANTS | | | | | | | |
| | | | | | |
| APRIL 27, 1996 | | | | | | | |
| | | | | | |
PENDING ASSIGNMENTS
Position as on 30-11-98
| Srl. | PO No. | PO Date |
CLIENT NAME | Position / Vacancy | No. of Vac. | Mode | Target Date |
Consultant | Prof. Fees | Advance Money Received |
| 1 | KIA-FC-001 | | Kuwait
Invest Authority | Manager - Financial Control | 1 | D | 7-12-98 | | 10,000 |
NIL |
| 2 | KIA-OM-002 | | " |
Operations Manager | 1 | D | " | | | |
| 3 | KIA-PM-003 | | " |
Comp. Project Manager | 1 | D | " | | 20% | NIL |
| 4 | KAAF-SMH-001 | | Kirloskar
AAF Ltd. | Sr. Mgr. Mktg-W. Region | 1 | D | 25-11-98 | | 20% | NIL |
| 5 | P-CEO-001 | | Permronics |
CEO-Marketing | 1 | D/H | | | | |
| 6 | ICCK-PI-001 | | ICC Kesar |
President-Indenting | 1 | D | " | | | |
| 7 | PID-HPCD-001 | | Pidilite |
Head-Paints/Chem. Div/GM | 1 | D/H | | | 16-60% | 25000 |
| 8 | PID-SMS-002 | | " |
Sr. Mgr. Sales-Cons. Pro. Div. | 1 | D/H | | | 20% | NIL |
| 9 | PID-H-ISD-002 | | " |
Head-Info. Services Div. | 1 | D | " | | 2.5 L | 50,000 |
| 10 | PID-DM-004 | | " |
Distribution - Manager | 1 | " | " | | 16.66% | |
| 11 | PID-PM-SPD-005 | | "
| Product Mgr-Spcl. Prod. Div | 1 | " | " | | 16-66 % | 7000 |
| 12 | GG-PM-001 | | Gujarat
Guardian | Production - Manager | 1 | D | 19-11-98 | | | |
| 13 | GG-PM-002 | | " |
Production Manager | 1 | " | " | | | |
| 14 | SCH-SE-001 | | Schindler |
Sales Executive | 1 | " | | | 32000 | |
| 15 | SCH-SE-002 | | " |
" | 1 | " | " | | |
| 16 | SCH-SE-003 | | " |
" | 1 | " | " | | |
| 17 | SCH-SER-E-001 | | " |
Service Executive | 1 | " | " | | |
| 18 | SCH-SER-E-002 | | " |
" | 1 | H | " | | |
| 19 | LUC/SMB-BD/001 | | Lucent
| Sr. Mgr. Bus. Dev | 1 | " | " | | |
| 20 | TI/CTO/001 | | Tata
Interactive Systems | CTO | 1 | " | " | | |
| 21 | TI/HM-002 | | " |
Head-Web Mktg | 2 | D | " | | |
| 22 | MM/BPR/E/001 | | M&M
(Tractor Div) | BPR Engineer | 1 | D | 15-9-98 | | 7000 | |
| 23 | RUB/OP/001 | | Rubamin |
Oracle Programmer | 1 | D | " | | | NIL |
| 24 | RUB/OP/002 | | " |
" | 2 | " | " | | | NIL |
| 25 | RUB/OP/003 | | " |
Oracle Analyst | 1 | " | " | | | NIL |
| 26 | RUB/OP/004 | | " |
" | 2 | " | " | | | NIL |
| 27 | RUB/OP/005 | | " |
" | 2 | " | " | | |
| 28 | RUB/OP/006 | | " |
" | 2 | " | " | | |
| 29 | CC/GM/M/001 | | Cable
Corporation | GM-Materials | 1 | " | 15-9-98 | | 15000 | |
| 30 | CC/E/P/001 | | " |
Executive-Personnel | 1 | " | Urgent | | 7500 | |
| Srl. | PO No. | PO Date |
Client | Position / Vacancy | No. of Vac. | Mode | Target Date | Consultant |
Terms |
| | | | | | | | | | Prof. Fees |
Min. Time | Project Reward |
| 31 | AS/PM/001 | | Anil starch
Products | Project Manager | 1 | D | 1-11-98 | | 20% | 7000 |
| 32 | AS/UM/002 | | " |
Utilities Manager | 1 | D | 1-11-98 | | 20% | 7000 | |
| 33 | CAD/GM/001 | 21-9-98 |
Cadilla Pharma | GM - Marketing | 1 | H | 30-11-98 | | 16.66% | | |
| 34 | CAD/GM/002 | | " |
" | 1 | D | | | | | |
| 35 | CAD/PM/003 | 21-9-98 |
" | Product Manager | 1 | D | | | | | |
| 36 | CAD/PM/004 | | " |
" | 1 | D | | | | | |
| 37 | CAD/PM/005 | | " |
" | 1 | D | | | | | |
| 38 | CAD/PM/006 | | " |
" | 1 | D | | | | | |
| 39 | CAD/PM/007 | | " |
" | 1 | D | | | | | |
| 40 | CAD/PM/008 | | " |
" | 1 | D | | | | | |
| 41 | CAD/SRM/009 | | " |
Sr. Mgr. Mfg. Technology | 1 | " | | | | | |
| 42 | CAD/MQA/010 | | " |
Manager - Q.A. | 1 | " | | | | | |
| 43 | CAD/DGM/011 | 21-9-98 |
" | Dy. GM - Mktg (Gulphlan) | 1 | H | 30-11-98 | | | | |
| 44 | CAD/EE/012 | | " |
Environment Engineer | 1 | H | | | | | |
| 45 | CAD/GM/013 | | " | GM
(Finance & Accounts) | 1 | H | | | | | |
| 46 | CAD/MS/014 | | " |
Manager - Sourcing | 1 | " | | | | | |
| 47 | CAD/M-SER-M/015 | | "
| Mktg Services Mgr (Zam Pharma) | 1 | H | | | | | |
| 48 | CAD/PM-H/016 | | " |
Product Manager - Herbal | 1 | D | | | | | |
| 49 | CAD/SM-H/017 | | " |
Sales Manager - Herbal | 1 | D | | | | | |
| 50 | CAD/GM/018 | | " |
GM-Mktg (CHPL) | 1 | D | | | | | |
| 51 | LUP/MP/001 | 16-6-98 |
Lupin Laboratories | Manager - Personnel | 1 | D | | | | | |
| 52 | LUP/SM/HR/002 | | " |
Sr. Mgr - HRD | 1 | D | | | | | |
*D - Dispense, H - Human
9 is complete, written dispense
with these assignments also.
OUTPUT [9/11/98]
$\to$ Send call letters to
desired A/B/C/R candidates
mentioning
* date.
* Venue.
* Reimbursement.
* Position.
* Address of candidate.
Enveloped label printing.
$\to$ Regret letters to
Interviewed/Rejected Candidate.
$\to$ ONE LINE Statement of all
A/B/C/R candidates.
(in short all applicants)
$\to$ Floppy of above containing
also:
* A rated candidah
* B "
* C "
$\to$ Print out of executives
called for interview.
ACTIVITY
1. Preparation of Advt. Draft.
2. Release of Advt. in Media.
3. Receipt of Applications.
4. Filing in Appropriate Box
Files (Position wise).
- Date of receipt etc.
5. Rating of Applications 'A',
'B', 'C', 'R' by H.R.P./N.R.
A $\to$ Excellent
B $\to$ Good.
C $\to$ Acceptable.
R $\to$ Reject [not suitable for
Advt. pos or]
6. Entering minimum data into
H.R.P. CS
$\to$ Position advertised/Date of
receipt of Application
$\to$ Name of Application
(Surname Middle Name Last Name)
$\to$ Address "
$\to$ Telephone No:
Office/Residence
$\to$ Executive Code.
$\to$ Birth date/Age.
$\to$ Education/Qualification.
$\to$ Name of Current Employer
$\to$ Designation [Current]
$\to$ Experience years [Current]
$\to$ Experience yrs [Total]
$\to$ Function
(Mktg/Technical/Administr./
Material
Stores/Logistics/Personnel)
Systems/Finance (Accounts etc.)
$\to$ 3P Rating (A/B/C/R)
$\to$ Interview Assessment
details
ORDER EXECUTION - SEARCH - MODULE
1/2/94
3P SYSTEM DESIGN
Client "JANAM-KUNDLI"
Given
- A Client Company's Name,
we should see "Screens"
which
will tell us
$\downarrow$
1. Addresses.
2. Phone Numbers.
3. Fax Nos.
4. Senior Executives' Names (With
whom we normally deal)
5. Resi. Phone Nos of Sr.
Executives.
Business - Related Data
- All bio-datas sent till date
(Function wise / date wise)
- All One-line statements sent
till date
- All Candidates interviewed so
far (with remarks re: short-listing etc.) date wise / offers made
- All Executives appointed (from
us) and their date of joining in Client-Company.
- All Executives belonging to
Client-Co.
who have registered with us
(To ensure we do not send
their bio's to the client).
- All Purchase Orders (ESR's)
serially.
- Each Individual Pur. Order -
total history.
- All Advt. released on behalf of
client.
- All letters written to client
(Corresp. File)
- " " recd. from "
" (Scanned/Stored)
- Whether "3P CLUB"
member & if so all
membership-related information.
ACCOUNTS - RELATED SCREENS
- Advances (Now "Commitment
charges")
received/adjusted/balance
(Pur. Order wise/Total)
- All Invoices raised (Appt/Out
of Pocket)
& cheques received/yet to
receive
with cheque No/Amt/date details.
- All Credit Note/Debit Note
details
- Invoices of our Advt. Agencies
(Serially)
- Advt. Wise / Amts due / balance
/ cheques
- Cumulative Client wise billing
(Rs.)
" " Appts. (No.)
$\to$ Yearwise " "
billing/Appt.
$\to$ This info will be very
useful if we ever have
a system under which each one of
our own Mktg. Mgr.
is exclusively working for a set
of clients. This will help
us judge the Manager's
"performance".
The new files detail the
operational and financial aspects of the proposed Order Execution Module (3P
System Design):
1. Pending Assignments
(Scan_0022.jpg & Scan_0023.jpg)
A detailed list of 52 pending
assignments as of November 30, 1998, categorized by PO No., Client,
Position/Vacancy, and No. of Vacancies.
- Clients include Kuwait Invest Authority,
Kirloskar AAF, Pidilite, Gujarat Guardian, Schindler, Rubamin, Cadilla
Pharma, and Lupin Laboratories.
- Terms include professional fees (percentage
or fixed amount), advance money received, and target dates (mostly late
1998). The Mode column uses D (Dispense) and H (Human),
indicating whether the assignment is handled by the system or a
consultant.
2. Candidate Processing
Activity (Scan_0025.jpg & Scan_0026.jpg)
The steps for handling
applications are clearly defined:
- Preparation and release of Advertisement Draft.
- Receipt and Filing of applications.
- Rating applications as A (Excellent), B
(Good), C (Acceptable), or R (Reject).
- Data Entry of minimum candidate details
(name, contact, experience, education, function, and 3P Rating).
3. System Outputs
(Scan_0024.jpg)
The required outputs from the
system include:
- Call letters to A/B/C/R rated candidates
(with date, venue, position, reimbursement details).
- Regret letters to interviewed/rejected
candidates.
- One-line statement of all applicants.
- Floppy containing data for A, B, and C rated
candidates.
4. Client
"Janam-Kundli" (Search Module/Client Profile) (Scan_0027.jpg)
This screen is designed to
provide a comprehensive client profile including:
- Contact Information (Addresses, Phones,
Faxes, Names of Sr. Executives).
- Business-Related Data (All
bio-datas/one-line statements sent, all candidates
interviewed/short-listed, and all executives appointed through the firm).
5. Accounts-Related Screens
(Scan_0028.jpg)
These screens track all financial
transactions and history:
- Advances/Commitment Charges
received/adjusted.
- Invoices raised and cheques
received/to receive.
- Credit/Debit Notes.
- Invoices from Advertising Agencies.
- Cumulative Client-wise Billing and Appointments
(used to judge Marketing Manager performance if they are
client-exclusive).
