ORDER EXECUTION MODULE

Tapan – Jayant – Neeraj Oct 5, 2000

APPTECH.

Order Execution

For the last 3 days, you have been talking to our Consultants, trying to understand the key elements of our BUSINESS PROCESSES.

By now, you must have grasped one thing.

NO matter what the business – process, its KEY ELEMENT IS COMMUNICATION.

Communicating with

Clients – candidates – Associates – Experts etc.

Communicating by

Phone – fax – email – letter – SMS – (video?) etc.

So our Communication has to be

• targeted (to whom?) – select target
• fast (which mode?) – fax/email etc
• accurate (std. responses?) – templates
• automatic (a mere “click”?)

And, we need an up-to-date HISTORY of each & every Communication.

The communication may be

$\triangleright$ Outgoing or

$\triangleright$ Incoming

But it must be recorded – to enable the Consultants to “pick-up” the thread at any point, anytime, about any Client – candidate – Asso – Expert etc.

While Communicating, we often refer to information / data stored in

Letters / Faxes / emails / Phone-calls / documents etc.

So we should be able to refer to these / look these up, real fast.

We must be in a position to “retrieve” these documents very quickly within seconds.

We cannot / should not waste time, shuffling thru a mountain of papers, looking for that proverbial

NEEDLE IN THE HAYSTACK.

We must be able to get hold of that needle in matter of 2/3 seconds.

Such superfast RETRIEVAL of any

document (email / fax / letter / phone-recording etc.) is possible, if we

$\triangleright$ “Annotate each document with certain “Keywords” which are most likely to come to our mind, when we are looking for that document.

$\triangleright$ Use those Keywords while searching.

So this boils down to that each of our outgoing / incoming “communication / message / voice-call / letter / email / fax” must be

ANNOTATED

at the very instance that it is “generated”.

Ideally, we should not be able to “transmit (or inward record)” any communication unless – and until we have ANNOTATED THE MESSAGE.

We must do this thru the

COMMUNICATION MANAGEMENT WIZARD

of

ORDER EXECUTION MODULE.

As far as “Incoming” documents are concerned (letters / faxes / bills etc), we must

• Scan / OCR / Convert to text
• annotate
• store for future retrieval.

Outgoing “documents” will not require the first step, since.

• this are already digital
• generated thru WIZARD

NOW the question is,

“what if you forget the exact keyword which you had used to annotate a particular document as it got generated / OCRed?”

Simple .

Use several, most likely Keywords to annotate.

Those which are most likely to come to your mind when you are looking for a particular document.

That would Vastly improve the [text cut off]

“find” that document in matter of seconds.

In enclosed pages, I have tried to prepare a list of such “keywords”. Obviously this list is not comprehensive. But it makes a good beginning.

Your WIZARD should incorporate this list in the fashion of a “drop-down” list.

As he/she scrolls this list, a consultant will click on as many keywords, as he/she feels are “relevant” to the message/document being annotated.

In fact, when a Consultant clicks on any keyword, all “similar keywords” should get automatically annotated. There should not be any need for him/her to separately annotate each one.

As far as “MONTH / YEAR / NAME OF SENDER / NAME OF RECIPIENT (Company – Candidate – person etc)” etc. is concerned, these should get annotated auto-matically. No need to “click” [text cut off]

The list itself should be EXPANDABLE / EDITABLE by any consultant, at anytime. This will, gradually, make it COMPREHENSIVE INESCAPABLE.

By Circulating this note / list to our consultants, I am requesting them to expand / “enlarge” it as much as possible and then handover to you, by¹

TO-DAY EVENING.²

As far as all “incoming” letters / bills / challans / invoices / faxes are concerned, the recipient will attach a POST-IT slip on it, scribble down as many keywords as he/she can think of, then send it to EDP supervisor who will get that document scanned / OCR-ed / annotated (as per slip attached) / stored in memory³.

May-be we will have a printed “slip” with remarks

$\circ$ Preserve / file hardcopy for [checkbox] months

$\circ$ Destroy hardcopy after scan [checkbox]

This would be the beginning of the PAPERLESS OFFICE.

cc: Mr. Nagle

cc: All Consultants

cc: Cyril

[Signature]

Key Word	Similar Words
A
Appointment
Assignment
Age	Birth-date
Analysis
Advance	Retainer, M** [text cut off] Search Fee,
Assessment	Evaluation, Interview, Candidate Rating,
Asset
Ally	Associate, Affiliate, Partner
Associate	Ally, Affiliate, Partner
Affiliate	Partner, Associate, Ally
Activity	Stage, Benchmark, Milestone, Gantt chart
Archives,	file, folder, document
Activate
Anchor	Main, Centrepiece,
Antecedent check	Reference check
Applications	Biodata, Resume, Response,
Advt.
Access

 

Key Word	Similar Words
B
Basket	shopping basket, Inquiry-form
Backlog	Order Backlog
Branch
Business,
Budget,
Bonus
Bio-data	Resume, webform, Cut & Paste, Profile,
Boss	Superior, Supervisor, Senior
[text cut off]

 

similar words

Key Word	Similar Words
Candidate	Executive, Jobseeker,
Call	Phonecall, Message, Communication
Client	Company, Corporate, Recruiter, Personnel Manager
Courser
Category
Company	Client, Corporate, Recruiter, PM
Compensation	salary
Catalog	Brochure, Pamphlet, Profile,
Corporate	Client, Company, Recruiter, PM.
Chairman
Chronological
Chief
City	PIN, Address
Contact
Consultant
Collaboration
Chart
Country
Communication	phone, email, fax, letter, video, Voicemail, SMS, Wap, address, mobile, cell, pager, correspondence, typing,
Code
Customer	Client, Corporate, Personnel Manager
Commercial	Terms, Conditions,
Credit	Account, Finance, Payment, Outstanding
Cyber Cafe	Associate, Affiliate, Partner
College	" "
Community	" "
Computer	Hardware, Equipment, Peripherals,
Cheque	Payment, Invoice, Bill, Collection, Outstanding
Confirmation

 

Key Word	Similar Words
D
Designation	Level, Hierarchy
Date
Database
Data
Document
Dial
Director
De-activate
[blank rows]

 

Key Word	Similar Words
E
Executive	Jobseeker, Candidate, Member
Education
Execution	Order, Assignment, Search,
E-mail	communication,
Extract
Edit	Resume, Corpo. Profile, update, Modify, Deactivate
Employee
Expense	Cost, Voucher, Entry
Entry	Expense, Voucher
Extranet
Event	Milestone, Benchmark, Target, Achievement

 

Key Word	Similar Words
F
Function
Form	Screen, Entry, Webform,
Fees	Professional fees, Terms, Charge, Advance, Retainership Amount,
Fax	Communication,
Finance	Accounts
Factory	Plant
Filing	Paper, Letter, Document, Correspondence, email, fax, folder, directory,
File	Folder, document
Folder	file, document
Feature
Feedback
Follow-up
Fund	Capital, Money, Budget

 

Keywords	Similar Words
G
Graph
Group
[blank rows]

 

Keyword	Similar Words
H
Headhunt	Resume Search
History
HO	Head Office, office, Registered office, Branch office, Regional office
Hardware,	Equipment, Machinery, Server, Node, LAN, Network, VPN,

 

Keyword	Similar Words
I
Industry
Invoice,	Bill, Payment, Outstanding, Collection Prof. Fees, Appointment, Compensation, Computation Form,
Interview
Information
Inquiry	Request, ESR, Query, Shopping Basket, Proposals,
Incoming
Internet
Intranet
Interface

 

Key Word	Similar Words
J
Job
Job-cost
Job-Advt.
Job search
Job-alert
Janam-kundli
Job Description	Responsibility,

 

Keyword	Similar Words
K
[blank rows]

 

Key word	Similar Words
L
[blank rows]

 

Keyword	Similar Words
M
MIS	Info. System
Month	Period, Date
Member	Candidate, Jobseeker, Executive, Corporate, Client, PEN
Message	Communication, SMS, e-mail, fax, letter
Master
Marketing
Management
MD
Mailer,	Message, Notice, Circular, Letter, email
Monitoring	Tracking

 

Keyword	Similar Words
N
Name	Executive, Corporate,
Notice
[blank rows]

 

Keyword	Similar Words
O
Order	Purchase Order, ESR, Exec. Search Assignment, Inquiry, Shopping Basket,
Obsolete	Outdated,
Offline
Online
Operator
OCR
Organisation	Company, Client, Corporate, Employer,
Office
Outstanding	Payment, Collection, Invoice,
Offer	Appointment,

 

Keyword	Similar Words
P
Proposal	Offer, Quotation, Terms, Prof. fees
Public
Professional Fees
Post	Mail, Courier
Posting / [illegible]	City
Phone	Communication, Message,
Purchase
Personnel
Purchase Order	Exec. Search Assignment, Shopping Basket, Inquiry,
Procedure
Password
Payment	Bill, Outstanding, Invoice, Collection,
PEN	Executive, Jobseeker, Candidate,
Placement	Appointment,
Person
Profile
Product
Plant	Factory
Partner	Ally, Associate, Affiliate
Process
Pending,	Outstanding, Balance, Remaining, Unfulfilled.
Progress	Status, Monitor, Benchmark, Milestone
Project
Penalty
Print-out	Shortlist, statement,

 

Keyword	Similar Words
Q
Qualification	Education, Degree, Diploma, Certificate, Bachelor, Master, Doctor,
Query	Question, FAQ, Answer,
Quotation	Offer, terms, proposal, bid, tender

 

Keyword	Similar Word
R
Resume	Bio data, Profile, Webform, Cut & Paste
Report
Request	ESR, Pur. Order, Assignment,
Requisition
Replacement
Responsibility	Job Description
Response	Answer, Reply.
Reward,	Salary, Incentive
Register	Submit, Apply, Enroll, Enter, Log-in
Reject
Refund	Credit-note
Reference-check	Antecedent check
Rating	Assessment, Evaluation
Reimbursement	Out-of-Pocket
Requirement	Vacancy, Position, Post

 

Keyword	Similar Words
S
Salary	Compensation, Perks, Gross, Remuneration, Reward, ESOP, Bonus, Incentive,
Search	Resume Search, Job Search,
Scan
Supplier	Vendor, Seller
Screen
Sales	Turnover,
Service
Source
System
Statement	Tabulation, Summary, output, Printout,
Software
Status	Position, Tracking, Monitoring,
Speech-recognition	Voice-recognition.
statistics
staff	Employees
Supply-chain
skills
Schedule,	Gantt chart, Activity chart, Timeframe, Completion date
Subscriber	Member
Shortlist
Seminar	Conference, Meeting, Workshop.

 

Keyword	Similar Words
T
Table
Turnover	Sales,
Target,	Achievement, Benchmark, Performance
Time Frame	Gantt chart, Activity chart, Schedule
Terms	fees, advance, retainer, payment
Text	Write-up, file,
Tracking,	Monitoring
Travel

 

Keyword	Similar Word
U
Username
Update	edit

 

Keyword	Similar Words
V
Voucher,	Expense, Entry, Bill, Challan
View
Voice-mail	Phone, Message, SMS,
Voice-recognition	Speech-recognition
Vendor
Vacancy	Position, Post, Opening,
Venue

 

Keyword	Similar Words
W
Website
[blank rows]

 

Tapan – Jayant – Neeraj / How we should conduct our Business in future

Applitech

Oct. 2, 2000

Welcome to Mumbai & to 3P.

I will join you in the afternoon. You can spend the morning with Nimit / Thakur / Mitchell, who will give you an overview of how we conduct our business currently. They will give you “Samples / Specimen” of all forms / statements / screens that we use at present and what are the limitations of each of these.

They will certainly tell you what data / information we need (on the tap / at our finger-tips) to enable us to take TIMELY & INFORMED DECISIONS & ACTIONS.¹

All of you can use enclosed lists to kick-off discussions & note down precise “System Requirements”.²

In the afternoon, I will spend time with you to share my thoughts on “HOW WE SHOULD CONDUCT OUR BUSINESS IN F³UTURE”

With regards

[Signature]

FIELDS / INFORMATION / DATA.

1. Names

• Company (overall / Group / Division)
• Client Company ( " )
• Executive (non-member)
• Executive (member)
• City (present / preferred / posting)
• Country ( " )
• Street
• State
• Currency
• Interview Expert Name
• Concerned Consultant Name
• Password
• User-name
• Personnel Chief's Name
• Chief Executive's Name
• Boss's / Supervisor's Name
• Subordinates' Names
• Colleagues' Names
• Current Designation (Level)
• " (Actual)
• Data Source (Media / Directory etc).
• Position / Vacancy Name

$\qquad$ (The list from Personnel Chief's Name down to Colleagues' Names is bracketed with the label: "For Org. chart")

2. Numbers

• Phone
• Fax
• Mobile
• e-mail
• PIN
• PEN
• Executive Search Request
• Shopping Basket
• Job Advt.
• Purchase Order (from Clients)
• Purchase Order (for supplies from Vendors)
• Invoice (all types)
• Company Code No.
• Client Code No.
• Invoice (from suppliers)
• Challan / GRN
• Cheque (Incoming) $\rightarrow$ D-D.
• Cheque (Outgoing) $\rightarrow$ D-D.
• Cost Centre (Internal)
• Employee No. (Salary Payment)
• Marks / GPA
• Total Months' Service / Total Exp.
• Semester No. / Year-of-study No.
• Passport
• Salary Amount
• Vacancy No. / Position No
• (within one Purchase Order)
• – since invoices will be raised vacancy-wise, at different points of time, for appointment of diff. candidates.
• "3P-Membership" Number.

NUMBER (CONT) N/2

• Activity Number / Name.
• Consultant Number / Name.

3. Dates (Numbers)

• Birth-date
• ESR "
• PO "
• Invoice "
• Year of Passing / Graduation / Degree
• Year of salary
• Joining Date / Working Since
• Leaving "
• Resume (submitted) date
• Shopping Basket "
• Inquiry (oral) "
• Availability "
• Passport Expiring "
• Search Date (Resume Database search)
• Targetted Assignment Completion date.
• Order Acknowledgement Date
• Interview dates (Prelim / Final) .
• Interview-call letter date
• Interest letter date.

4. Masters

• Edu-Level
• Industry - Names
• Function Names
• Desig. Level Names
• Actual Designations (static)
• Skills
• Universities (None)
• Colleges (" )
• Branch / Discipline / Subjects ( " )
• Products / Services ( " )
• Language ( " )

$\qquad$ (The list from Edu-Level down to Desig. Level Names is bracketed with the label: "Dropdown")

5. Status (ADMIN TOOLS?)

• Sex (M / F)
• Marital (Married / Bachelor / Widow)
• Citizenship (Indian / Foreigner / NRI)
• Visa Type
• Mode (A = Advt. D = Database Search H = Headhunt )
• Rating
• A = Excellent
• B = Good
• C = Fair
• R = Reject
• P = Potential fix
• (Company's Name)
• Client Status (Casual / Regular / 3P Client Member)
• Credit Status
• $\square$ strictly on advance
• $\square$ without advance
• $\square$ Rotating / Perpetual Advance.
• Client's "Remote Access" Status
• (Access to Order Execution Module over Extranet / Internet)
• (Yes / NO)

$\qquad$ (The list from Client Status down to Client's Remote Access Status is bracketed with the label: "ADMIN TOOL?")

6. Forms

• Resume (5 types)
• Resume Search
• short Display
• Full Display
• Inquiry (Shopping Basket)
• Resume Edit
• Job Advt. Posting
• "Candidate Alert" Posting form
• " " Intimation
• Corporate Profile (Janam Kundli)
• Candidate " ( " )
• Non-Member " ( " )
• Job Search
• Job Advt. Display
• Invoice Forms
• – Advance / Min. Fees
• – Progress Payment
• – Final Payment
• – Out of Pocket Expense
• – Misc. "services rendered"
• – SW Caliber Skill Test fees
• – Our "commissions" due.
• Invoice Amount Calculation Form
• Interview Assessment / Evaluation Form
• Interview Schedule forms
• Client Feedback Forms (email ?)
• (see note on "external follow-up")

• One-line statement
• Truncated / converted resume
• No. of Resumes sent so far to a client
• " Candidates Interviewed so far
• Order status
• Standardized "Questions" (client / corpo / candidate / Asso)
• " Answers" ( " )
• Standard {Prof. Terms / Conditions} Model {Quotation / Offer} .
• Month-End Order Backlog statements
• $\triangleright$ Industry Wise
• $\triangleright$ function wise
• $\triangleright$ Desig. Level "
• $\triangleright$ Chronology "
• $\triangleright$ Consultant "
• $\triangleright$ Order Value "
• "Proposals / Offers sent so far" History. (Client wise / Consultant wise / Ind / Func / Desig.)
• All Executives appointed so far
• (Client wise / Consultant wise / Ind wise / Func. Wise / Desig. Wise / etc)
• Tabulation of all "correspondence" letters / email / fax / phone
• (Client wise / Consultant wise)
• Overdue Payments
• Tabulation of all Invoices so far
• Who attended interview (for each order)
• Short-lists (Search Results) of Candidates

Tabulations / Statements (Cont) TS/2

• Day-end / Weekend
• "SELF REMINDER SCEENS"
• $\triangleright$ Resumes remaining to be entered in Module 1 (incl. email / web-forms / typed) $\rightarrow$ EDP Supervisor
• $\triangleright$ ESRS against which Offers yet to be sent / Shopping Baskets $\rightarrow$ Nimit
• $\triangleright$ Interview-call letters remaining to be sent
• $\triangleright$ Interest letters remaining to be sent
• $\triangleright$ Resumes remaining to be sent
• $\triangleright$ One line statement
• $\triangleright$ Invoices remaining to be sent $\rightarrow$ Accountant
• $\triangleright$ Bills " " paid $\rightarrow$ "
• $\triangleright$ Payments " " collected $\rightarrow$ "
• (The lists from Interview-call letters down to One line statement is bracketed with the label: "Consultant")
• Interview Follow-Up Module (7 screens)
• 10 standard statements

8. History

• Clients
• Corporates
• Members
• Non-Members
• Exec. Search Requests / Shopping Baskets
• Proposals / Offers
• Purchase Orders
• Resumes Sent (to one Corpo)
• Resumes Sent (of one member)
• Order Backlog (different ways)
• Outstanding payments (different ways)
• Online headhunts carried out
• " Job Advt. posted (Summary)
• " Shopping Baskets
• {Executives Appointed so far}
• {orders executed so far}
• All Correspondence (Client wise)
• All Queries & Answers given (Client wise / Candidate wise etc)
• Interviews
• "Job Alerts" sent out
• "Candidate Alerts" sent out
• Market - Promotion letters / emails
• No. of Applications / Resumes received against HOT JOBS / ADVERTISED JOBS.
• Who (which) / How many candidates attended each interview (each assignment)

• Terms / offer / conditions
• Request Disinterested?
• Interview – call letter
• " – result
• " – confirmations need (to clients)
• Covering letters for
• $\triangleright$ order Confirmation
• $\triangleright$ Invoice.
• $\triangleright$ Outstanding statement
• $\triangleright$ Shortlists of resumes
• $\triangleright$ media (advt) cost-estimate
• $\triangleright$ oneline statement
• $\triangleright$ Interview confirmaton state

In short, if any statement / tabulation / form etc. is required to be sent (by post / fax / email) to any

• Corporate
• Client
• Candidate
• Associate / Allies / Affiliate etc.

then, in each such case, a

STANDARD / MODEL COVERING LETTER

should get attached, when activated by a consultant.

Of course, Consultant would need to enter the "variable" data / info. – into the standard template – also modify the letter if desired

CMT / Mitchell to prepare & make available all such STANDARD LETTERS

Name	Qualification	Experience
1 Mr. Neeraj Rathi	B. Com, CA	10 yrs - about 4 yrs IT experience. Also specialises in Oracle Financials
2 Mr. Jayant Jain	B.E., MBA	1.5 yrs -- Relevant IT experience in pre-SRS and SRS activities
3 Mr. Tapan Shah	B.Sc., MBA	2 yrs -- Relevant IT experience in pre-SRS and SRS activities

 

3P CONSULTANTS

	PEOPLE	PRODUCTIVITY	PROFITABILITY

SRS Plan for 3P Consultants

Sr. No.	ACTIVITY	START DATE	END DATE	RESPONSIBILITY
1	Overall understanding	2-Oct-00	4-Oct-00	Jayant and Tapan
2	Order execution module	5-Oct-00	6-Oct-00	Jayant and Tapan
3	Verification of Above Modules + Documentation	5-Oct-00	5-Oct-00	Jayant and Tapan
4	Submission of SRS documents	5-Oct-00	5-Oct-00	Jayant and Tapan
5	Pre SRS Finance	5-Oct-00	6-Oct-00	Nimit
6	Submission of final version of detailed and final SRS documents	6-Oct-00	6-Oct-00	Whole team
7	Acceptance, approval and sign off of the raw SRS documents	7-Oct-00	7-Oct-00	Jayant and Tapan
8	Pre SRS: details and submission of the raw proposal for Finance Module	15-Oct-00	15-Oct-00	ASL, Marketing team

 

List of Abbreviations used for the persons involved in the SRS

Abbreviation	Full Form
ASL	Applitech Solution Limited
SRS	System Requirement Study
Pre SRS	Preliminary System Requirement Study

Meetings/listings will be from 9.30 am onwards.

User Groups are requested to bring all the related report documents and output documents.

Applitech Staff

1. Mr. Neeraj Rathi – will join the team on Thursday morning 05/10/2000
2. Mr. Jayant Jain
3. Mr. Tapan Shah

email / fax. Sent

F:\Letters\hcp letters\Mr. Ravi Tripathi 26-09-00.

Mr. Ravi Tripathi

APPLITECH – Ahmedabad

Sept. 26, 2000

Dear Ravi

I refer to our telecom yesterday, when you informed me that your SRS team will start work on Phase I, only on Oct-2 instead of on Sept. 25, as stipulated in our Purchase Order dt. Sept. 14.

This has come as a surprise.

I now request your conformation that despite late-starting of Phase I, the completion date for Phase I viz. Oct. 14, 2000, will be strictly adhered to, as laid down in Annex: B to our order.

With regards

heman parekh

cc: Nimit / Salil

Clipping from a publication (BS - 22/9/2000)

Applitech on spree to consolidate EWP credentials in Ahmedabad

VK Chakravarti in Ahmedabad

THE Ahmedabad-based Applitech Solutions Ltd (ASL) has accelerated its strategic alliances with several large corporate to tap the established field of Enterprise Wide Computing (EWP)—an extension of Enterprise Resource Planning (ERP) and Business Applications (BA).

"These orders," said ASL vice-president Mr. Hitesh J Patel, "help strengthen ASL's establish its competence in providing customised solutions in multi-tier client-server architecture." Notable among them are HR consultants 3P's, Sony Entertainment Television (SET), Bee-tech Engineering (Indonesia), British American Tobacco (BAT) Singapore, Speciality Ranbaxy and the Indian Space Research Organisation (ISRO).

Mr. Patel said that he considered the 3P's order for developing a portal exclusively dedicated to IT consultants and professionals as one of the most exciting and prestigious. The job entailed constant upgrada-tion of the database, interlocking the site with placement and recruitment.

The order from Sony Entertainment TV (SET) is to incorporate extra services in its existing youth portal, https://www.google.com/search?q=freshlimada.com, like on-line chat, live horoscopes and discussions with celebrities, fashion and other features.

A repeat order from SET entailed upgrading its Web-enabled architecture to incorporate its E-commerce capabilities, enabling on-line advertisement booking and confirmation, web-enabled slots and booking status, access to latest rate cards, in addition to enabling credit card payment and cash transfers from bank.

However, Mr. Patel felt that the order that demanded utmost attention was to come from Ahmedabad-based Space Applications Centre (SAC), manufacturing the heart of satellites for ISRO. As a repeat order, they have appointed ASL as their software development partner to develop a component management and information system (CMIS), an application on Linux platform, for the backend core at SAC-ISRO. Recalled Mr. Patel, ASL had already executed similar projects for Min-istry of Defence, Singapore, which required level of security to control and monitor 'info reports' based on training in technology to call third party authentica-tion.

He said its alliance with the Maritime and Port Authority (MPA) of the island-country is to develop web-based three-tier systems for integrated training, manning, roster preparation and salary administration for National Maritime Authority (NMA), a leading provider of Naval training in SE Asia region.

shilini

From: ravit ravit@asl.com

To: hcp hcp@3pjobs.com

Sent: Tuesday, September 19, 2000 5:16 PM

Attach: my.vcf

Subject: Hello

Dear Sir,

I tried to call you last week a couple of times at office as well as at home (there was no reply at home). Raakesh had said it was something urgent from your side.

I hope things have been sorted out. Please let me know if you need anything from my side.

Warm regards,

Ravi

[Handwritten reply continuing from Scan_0046.jpg, dated 15/9/2000 - likely a misdated draft or summary]

Dear Ravi

Thank you for your email. I was out of town for a day. There was nothing urgent except to get your conformation that your team will start SRS on Monday, 25th Sept. Please let me have names/qualifications of team-members.

Sudhakar also mentioned that you might even want your finance guy to simultaneously study the integration of finance/MIS module, along with SRS for Order Execution Module. This would help them better co-ordinate amongst themselves. I welcome the suggestion. You need to give me 3/4 days notice re: arrival of your finance guy, so that I can ask our

Chartered Accountant, Salil Gandhi, to remain available for discussions.

Whereas, you will quote for "Finance/MIS Integration Module" separately, Sudhakar / Tapan have confirmed that as far as raising of "Invoices" & month-end generation of "Customer Outstanding statements" is concerned, it is already covered by the Order Execution Module.

With regards

heman parekh

Mr. Sudhakar (Fax No: 022 - 6310142)

Mr. Ravindra Tripathi (Fax No: 079 - 656, 9489)

APPLITECH SOLUTIONS LTD.

I enclose 6 pages of database structure (Oracle 8i) for our resume database.

These pages, are numbered A1 / A2 / A3 / B1 / B2 / B3 / C1 / C2 / C3.

Please stick these together as shown below:

A1	A2	A3
B1	B2	B3
C1	C2	C3

Regards

[Signature of Heman Parekh]

3P consultants.

16/9/2000

(Database Structure Diagram, Page A1)

Table	Fields
DEGREE	DEGREE_ID: NUMBER(6,0), NAME: VARCHAR2(30), DESCRIPTION: Varchar2(250), EDU_LEVEL: Varchar2(20)
EXPOSURE_LEVEL	LEVEL_ID: NUMBER(6,0), NAME: VARCHAR2(30)
SKILL_MASTER	SKILL_ID: NUMBER(6,0), NAME: VARCHAR2(30), SKILL_TYPE_ID: NUMBER(6,0)
CORPORATEBR	BRANCH_ID: NUMBER(6,0), NAME: VARCHAR2(150), ADDRESS1: VARCHAR2(30), ADDRESS2: VARCHAR2(30), ADDRESS3: VARCHAR2(30), CITY_ID: NUMBER(6,0), PIN: NUMBER(6,0), STATE: VARCHAR2(20), COUNTRY: VARCHAR2(20), PHONE: VARCHAR2(50), EMAIL: VARCHAR2(20), FAX: NUMBER(20), CORPORATE_ID: NUMBER(6,0)
MEMBER_REFERENCES	REF_ID: NUMBER(6,0), PEN_NO: NUMBER(10,0), NAME: VARCHAR2(50), DESIGNATION_ID: NUMBER(6,0), RES_PHONE: VARCHAR2(50), CORPNAME: VARCHAR2(200)
DISCIPLINE	DISCIPLINE_ID: NUMBER(6,0), NAME: VARCHAR2(150)
PROJECTS_UNDERTAKEN	PROJECT_ID: NUMBER(6,0), PEN_NO: NUMBER(10,0), DESCRIPTION: VARCHAR2(4000), HW: NUMBER(6,0), SW: NUMBER(6,0), DURATION: NUMBER(3,0), CORPNAME: VARCHAR2(200)
SKILL_TYPE	SKILL_TYPE_ID: NUMBER(6,0), NAME: VARCHAR2(30)

 

(Database Structure Diagram, Page A2)

Table	Fields
COLLEGE	COLLEGE_ID: NUMBER(6,0), NAME: VARCHAR2(60)
TEMP_DATA	TEMP_DATA_ID: NUMBER(6,0), MEMBER_TYPE: NUMBER(6,0), CURR_DESIGNATION: NUMBER(6,0), INDUSTRIES: VARCHAR2(4000), FUNCTIONS: VARCHAR2(4000), WORKED_WITH: VARCHAR2(30), SCANNED_BY: NUMBER(6,0), ENTERED_BY: NUMBER(6,0), RESUME_LONG: DATE, SCANNED_ON: DATE, DONE_CHART: (blank), SOURCE_ID: NUMBER(6,0), EDUCATION_CATEGORY_ID: NUMBER(6,0), CD_NAME: VARCHAR2(30), CD_ADDRESS: VARCHAR2(30), CD_ENAME: VARCHAR2(30), EDUCATION_LEVEL: VARCHAR2(60), CORPNAME: VARCHAR2(200)
ASSIGNMENT	ASSIGNMENT_ID: NUMBER(6,0), NAME: VARCHAR2(60), EMPLOYEE_ID: NUMBER(6,0), CLIENT_ID: NUMBER(6,0), CONTACT_PERSON: VARCHAR2(30), ASSIGN_DATE: DATE, CLOSING_DATE: DATE, DESIGNATION_ID: NUMBER(6,0), LOCATION: VARCHAR2(30), CURRENT_ASSIGNMENT: NUMBER(1,0), REMARKS: VARCHAR2(4000)
SELECTED	SELECTED_ID: NUMBER(6,0), ASSIGNMENT_ID: NUMBER(6,0), ID: NUMBER(10,0), MEMBER_ID: NUMBER(1), ACTIVE: VARCHAR2(1)
LANGUAGES	LANGUAGES_ID: NUMBER(6,0), PEN_NO: NUMBER(10,0), LANGUAGE: CHAR(30), SPEAK: NUMBER(1,0), READ: NUMBER(1,0), WRITE: NUMBER(1,0)
NON_MEMBER_ORG_CHART	NON_MEMBER_ID: CHAR(18), NAME: VARCHAR2(30), DESIGNATION_ID: NUMBER(6,0), DESG_TYPE: NUMBER(1,0)
COUNTRY	COUNTRY_ID: NUMBER(6,0), NAME: VARCHAR2(30)
CURRENCY_MASTER	CURRENCY_ID: NUMBER(6,0), NAME: VARCHAR2(30)

 

(Database Structure Diagram, Page A3)

Table	Fields
PROFESSIONAL_FEES	FEES_ID: NUMBER(6,0), INVOICE_ID: NUMBER(6,0), AMOUNT: NUMBER(10,2), PROF_FEE_TYPE: NUMBER(1,0)
CLIENTS	CLIENT_ID: NUMBER(6,0), NAME: VARCHAR2(60), CONTACT_PERSON: VARCHAR2(30), [Fields continue below]
	PHONE: VARCHAR2(50), FAX: VARCHAR2(50), EMAIL: VARCHAR2(50), WEB_ADDRESS: VARCHAR2(50), CREDIT_STATUS: NUMBER(1,0), CLIENT_STATUS: NUMBER(1,0), REMOTE_ACCESS: NUMBER(1,0)
INVOICE	INVOICE_ID: NUMBER(6,0), INVOICE_DATE: DATE, CLIENT_ID: NUMBER(6,0), AMOUNT: NUMBER(10,2), INVOICE_TYPE: NUMBER(1,0), ASSIGNMENT_ID: NUMBER(6,0), PO_NO: VARCHAR2(30)
PAYMENT_MASTER	PAYMENT_ID: NUMBER(6,0), AMOUNT: NUMBER(10,2), PAYMENT_DATE: DATE, CLIENT_ID: NUMBER(6,0), INVOICE_ID: NUMBER(6,0), PAYMENT_MODE: NUMBER(1,0), REMARKS: VARCHAR2(100)
ACTIVITY_MASTER	ACTIVITY_ID: NUMBER(6,0), NAME: VARCHAR2(60), ASSIGNMENT_ID: NUMBER(6,0), EXPIRY_DATE: DATE

 

(Database Structure Diagram, Page B1)

Table	Fields
EDUCATION	EDU_ID: NUMBER(6,0), PEN_NO: NUMBER(10,0), DEGREE_ID: NUMBER(6,0), DISCIPLINE_ID: NUMBER(6,0), COLLEGE_ID: NUMBER(6,0), START_YEAR: NUMBER(4,0), END_YEAR: NUMBER(4,0), MARKS: NUMBER(4,2), UNIVERSITY_NAME: VARCHAR2(30), DESCRIPTION: VARCHAR2(250)
CONTACT_PERSON	CONTACT_ID: NUMBER(6,0), NAME: VARCHAR2(60), CLIENT_ID: NUMBER(6,0), DESIGNATION: VARCHAR2(30), EMAIL: VARCHAR2(50), PHONE: VARCHAR2(50), FAX: VARCHAR2(50)
INDUSTRY_MASTER	INDUSTRY_ID: NUMBER(6,0), NAME: VARCHAR2(60)
FUNCTION_MASTER	FUNCTION_ID: NUMBER(6,0), NAME: VARCHAR2(60)
DESIGNATION_MASTER	DESIGNATION_ID: NUMBER(6,0), NAME: VARCHAR2(60), LEVEL_ID: NUMBER(6,0)
CANDIDATE_ALERT	ALERT_ID: NUMBER(6,0), MEMBER_ID: NUMBER(10,0), DESIGNATION_ID: NUMBER(6,0), SALARY: NUMBER(10,2), LOCATION: VARCHAR2(30)
JOB_ALERT	JOB_ALERT_ID: NUMBER(6,0), CLIENT_ID: NUMBER(6,0), DESIGNATION_ID: NUMBER(6,0), SALARY: NUMBER(10,2), LOCATION: VARCHAR2(30)

 

(Database Structure Diagram, Page B2)

Table	Fields
RESUME_SKILLS	SKILL_ID: NUMBER(6,0), PEN_NO: NUMBER(10,0), SKILL_ID: NUMBER(6,0), EXPOSURE_LEVEL: NUMBER(6,0), EXPERIENCE_YRS: NUMBER(2,0), EXPERIENCE_MTH: NUMBER(2,0)
MEMBER_PAST_EMPLOYMENT	PAST_EMP_ID: NUMBER(6,0), PEN_NO: NUMBER(10,0), CORP_NAME: VARCHAR2(200), LOCATION: VARCHAR2(30), DESIGNATION_ID: NUMBER(6,0), START_DATE: DATE, END_DATE: DATE, REMARKS: VARCHAR2(100)
NON_MEMBER_PAST_EMPLOYMENT	NON_MEM_PAST_EMP_ID: NUMBER(6,0), NON_MEMBER_ID: CHAR(18), CORP_NAME: VARCHAR2(200), LOCATION: VARCHAR2(30), DESIGNATION_ID: NUMBER(6,0), START_DATE: DATE, END_DATE: DATE, REMARKS: VARCHAR2(100)
MEMBER	PEN_NO: NUMBER(10,0), [Fields continue below]
	FIRST_NAME: VARCHAR2(30), LAST_NAME: VARCHAR2(30), DOB: DATE, PASSPORT_NO: VARCHAR2(30), VISA_TYPE: VARCHAR2(30), SALARY: NUMBER(10,2), SKILLS: VARCHAR2(4000), EDUCATION: VARCHAR2(4000), CURRENT_DESIGNATION: NUMBER(6,0), DATE_ADDED: DATE, ADDED_BY: NUMBER(6,0), RESUME_UPDATE: DATE, UPDATED_BY: NUMBER(6,0), ACTIVATE: NUMBER(1,0), RATING_ID: NUMBER(6,0), SOURCE: VARCHAR2(30)

 

(Database Structure Diagram, Page B3)

Table	Fields
NON_MEMBER	NON_MEMBER_ID: CHAR(18), FIRST_NAME: VARCHAR2(30), LAST_NAME: VARCHAR2(30), DOB: DATE, PASSPORT_NO: VARCHAR2(30), VISA_TYPE: VARCHAR2(30), SALARY: NUMBER(10,2), SKILLS: VARCHAR2(4000), EDUCATION: VARCHAR2(4000), CURRENT_DESIGNATION: NUMBER(6,0), DATE_ADDED: DATE, ADDED_BY: NUMBER(6,0), RESUME_UPDATE: DATE, UPDATED_BY: NUMBER(6,0), ACTIVATE: NUMBER(1,0), RATING_ID: NUMBER(6,0), SOURCE: VARCHAR2(30)
ORDER_BACKLOG	BACKLOG_ID: NUMBER(6,0), ASSIGNMENT_ID: NUMBER(6,0), DESIGNATION_ID: NUMBER(6,0), CHRONOLOGY_ID: NUMBER(6,0), ORDER_VALUE: NUMBER(10,2), CONSULTANT_ID: NUMBER(6,0)
JOB_ADVT	ADVT_ID: NUMBER(6,0), CLIENT_ID: NUMBER(6,0), DESIGNATION_ID: NUMBER(6,0), SALARY: NUMBER(10,2), LOCATION: VARCHAR2(30), ADVT_TEXT: VARCHAR2(4000)
ESR	ESR_ID: NUMBER(6,0), CLIENT_ID: NUMBER(6,0), CONTACT_PERSON: VARCHAR2(30), ASSIGNMENT_ID: NUMBER(6,0), DESIGNATION_ID: NUMBER(6,0), LOCATION: VARCHAR2(30), SALARY: NUMBER(10,2), REMARKS: VARCHAR2(4000), STATUS: NUMBER(1,0)

 

(Database Structure Diagram, Page C1)

Table	Fields
INVOICE_DETAILS	INVOICE_ID: NUMBER(6,0), INVOICE_DETAIL_ID: NUMBER(6,0), DESCRIPTION: VARCHAR2(250), AMOUNT: NUMBER(10,2)
CLIENT_NOTES	CLIENT_NOTE_ID: NUMBER(6,0), CLIENT_ID: NUMBER(6,0), CONSULTANT_ID: NUMBER(6,0), DATE_TIME: DATE, NOTES: VARCHAR2(4000), KEYWORDS: VARCHAR2(250)
CANDIDATE_NOTES	CAND_NOTE_ID: NUMBER(6,0), PEN_NO: NUMBER(10,0), CONSULTANT_ID: NUMBER(6,0), DATE_TIME: DATE, NOTES: VARCHAR2(4000), KEYWORDS: VARCHAR2(250)
EMPLOYEE_MASTER	EMPLOYEE_ID: NUMBER(6,0), FIRST_NAME: VARCHAR2(30), LAST_NAME: VARCHAR2(30), DESIGNATION_ID: NUMBER(6,0), IS_CONSULTANT: NUMBER(1,0)
EXPENSE	EXPENSE_ID: NUMBER(6,0), INVOICE_ID: NUMBER(6,0), DATE_OF_EXPENSE: DATE, AMOUNT: NUMBER(10,2), REMARKS: VARCHAR2(100), VOUCHER_NO: VARCHAR2(30)

 

(Database Structure Diagram, Page C2)

Table	Fields
INTERVIEW_SCHEDULE	SCHEDULE_ID: NUMBER(6,0), ASSIGNMENT_ID: NUMBER(6,0), CANDIDATE_ID: NUMBER(10,0), INTERVIEWER_NAME: VARCHAR2(60), INTERVIEW_DATE: DATE, RESULT: NUMBER(1,0)
QUERY_LOG	LOG_ID: NUMBER(6,0), QUERY: VARCHAR2(4000), TIMESTAMP: DATE, USER_ID: NUMBER(6,0)
CORRESPONDENCE	CORR_ID: NUMBER(6,0), FROM_ID: VARCHAR2(30), TO_ID: VARCHAR2(30), DATE_SENT: DATE, SUBJECT: VARCHAR2(200), BODY: VARCHAR2(4000), KEYWORDS: VARCHAR2(250)
CANDIDATE_RATING	RATING_ID: NUMBER(6,0), NAME: VARCHAR2(30), DESCRIPTION: VARCHAR2(200)
MEMBER_CONTACTS	CONTACT_ID: NUMBER(6,0), PEN_NO: NUMBER(10,0), TYPE: NUMBER(1,0), VALUE: VARCHAR2(50)

 

(Database Structure Diagram, Page C3)

Table	Fields
NON_MEMBER_CONTACTS	CONTACT_ID: NUMBER(6,0), NON_MEMBER_ID: CHAR(18), TYPE: NUMBER(1,0), VALUE: VARCHAR2(50)
COMPUTATION_FORM	FORM_ID: NUMBER(6,0), ASSIGNMENT_ID: NUMBER(6,0), CANDIDATE_ID: NUMBER(10,0), COMPUTATION_DETAILS: VARCHAR2(4000)
REFERENCE_CHECK	REF_ID: NUMBER(6,0), CANDIDATE_ID: NUMBER(10,0), REFERENCE_NAME: VARCHAR2(60), REFERENCE_DESIGNATION: VARCHAR2(60), CHECK_DETAILS: VARCHAR2(4000)
CHRONOLOGY_MASTER	CHRONOLOGY_ID: NUMBER(6,0), NAME: VARCHAR2(30), DESCRIPTION: VARCHAR2(200)
MARKET_PROMOTION	PROMO_ID: NUMBER(6,0), TARGET_GROUP: VARCHAR2(30), DATE_SENT: DATE, SUBJECT: VARCHAR2(200), BODY: VARCHAR2(4000)

 

7. Finance / MIS Integration Module

While SRS for the ORDER EXECUTION MODULE is being executed, it will be desirable to concurrently study the requirements for the FINANCE / MIS module.

This module will contain

• P & L Statement (Month end / Year end)
• Balance Sheet (Year end)
• Trial Balance (Month end)
• Asset Register
• Capital Budget
• GL (General Ledger)

These are necessary for Management to take

TIMELY & INFORMED DECISIONS & ACTIONS.

These will also be helpful for the Auditors and the Tax Dept.

Mr. Neeraj Rathi (Applitech) can spend 2 days with Mr. Salil Gandhi (3P – CA).

P.S.:

Communication Management Wizard and the Order Execution Module are so inter-connected and inter-dependent that they can be viewed as one, large "CRM" application.

The most distinguishing feature of this application will be its ability to retrieve ANY information, instantaneously (in 2/3 seconds), based on "multiple Keywords" of the Consultant's choice.

This is a unique feature.

Hence, I would encourage you to spend more time with the Consultants on this crucial aspect.

I look forward to discussing the final SRS document, including the proposed Database Structure, on Oct. 7, 2000.

Heman Parekh

Oct. 5, 2000

P.P.S:

The database design enclosed is for the RESUME DATABASE only.

It must be expanded to include all the tables required by the Order Execution Module & the Communication Management Wizard.

These additional tables will include:

• Assignment Master
• Client Master
• Invoice Master
• Payment Master
• Activity Master
• Expense Master
• Interview Schedule
• Order Backlog Master
• Correspondence Log
• Query Log

 

Keyword	Similar Words
A
Appointment
Assignment
Age	Birth-date
Analysis
Advance	Retainer, Minimum Search Fee,
Assessment	Evaluation, Interview, Candidate Rating,
Asset
Ally	Associate, Affiliate, Partner
Associate	Ally, Affiliate, Partner
Affiliate	Partner, Associate, Ally
Activity	Stage, Benchmark, Milestone, Gantt chart
Archives	file, folder, document
Activate
Anchor	Main, Centrepiece,
Antecedent check	Reference check
Applications	Bio-data, Resume, Response,
Advt.
Access

 

Keyword	Similar Words
B
Basket	shopping basket, Inquiry-form
Backlog	Order Backlog
Branch
Business
Budget
Bonus
Bio-data	Resume, webform, Cut & Paste, Profile,
Boss	Superior, Supervisor, Senior
[Text illegible]

 

Keyword	Similar Words
C
Candidate	Executive, Jobseeker,
Call	Phonecall, Message, Communication
Client	Company, Corporate, Recruiter, Personnel Manager
Courser
Category
Company	Client, Corporate, Recruiter, PM
Compensation	salary
Catalog	Brochure, Pamphlet, Profile,
Corporate	Client, Company, Recruiter, PM.
Chairman
Chronological
Chief
City	PIN, Address
Contact
Consultant
Collaboration
Chart
Country
Communication	phone, email, fax, letter, video, Voicemail, SMS, Wap, address, mobile, cell, pager, correspondence, typing,
Code
Customer	Client, Corporate, Personnel Manager
Commercial	Terms, Conditions,
Credit	Account, Finance, Payment, Outstanding
Cyber Cafe	Associate, Affiliate, Partner
College
Community
Computer	Hardware, Equipment, Peripherals,
Cheque	Payment, Invoice, Bill, Collection, Outstanding
Confirmation

 

Keyword	Similar Words
D
Designation	Level, Hierarchy
Date
Database
Data
Document
Dial
Director
De-activate

 

Keyword	Similar Words
E
Executive	Jobseeker, Candidate, Member
Education
Execution	Order, Assignment, Search,
E-mail	communication,
Extract
Edit	Resume, Corpo. Profile, update, Modify, Deactivate
Employee
Expense	Cost, Voucher, Entry
Entry	Expense, Voucher
Extranet
Event	Milestone, Benchmark, Target, Achievement

 

Keyword	Similar Words
F
Function
Form	Screen, Entry, Webform,
Fees	Professional fees, Terms, Charge, Advance, Retainership Amount,
Fax	Communication,
Finance	Accounts
Factory	Plant
Filing	Paper, Letter, Document, Correspondence, email, fax, folder, directory,
File	Folder, document
Folder	file, document
Feature
Feedback
Follow-up
Fund	Capital, Money, Budget

 

Keywords	Similar Words
G
Graph
Group

 

Keyword	Similar Words
H
Headhunt	Resume Search
History
HO	Head Office, office, Registered office, Branch office, Regional office
Hardware	Equipment, Machinery, Server, Node, LAN, Network, VPN,

 

Keyword	Similar Words
I
Industry
Invoice	Bill, Payment, Outstanding, Collection Prof. Fees, Appointment, Compensation, Computation Form,
Interview
Information
Inquiry	Request, ESR, Query, Shopping Basket, Proposals,
Incoming
Internet
Intranet
Interface

 

Keyword	Similar Words
J
Job
Job-cost
Job-Advt.
Job search
Job-alert
Janam-kundli
Job Description	Responsibility,

 

Keyword	Similar Words
K
Keywords	Annotation, Search term, Query
[Blank rows]

 

Keyword	Similar Words
L
Letter	Communication, Correspondence, Fax, E-mail
LAN	Network, Hardware, Node
Language	Skill
Log-in	User-name, Password, Access
Location	City, Posting, Branch, HO, Office

 

Keyword	Similar Words
M
MIS	Info. System
Month	Period, Date
Member	Candidate, Jobseeker, Executive, Corporate, Client, PEN
Message	Communication, SMS, E-mail, Fax, Letter
Master
Marketing
Management
MD
Mailer	Message, Notice, Circular, Letter, E-mail
Monitoring	Tracking
Mode	Source (A=Advt, D=Database, H=Headhunt)
Manual	Document, SOP, Procedure
Maintenance	Upgrade, Modify, Edit
Minutes	Meeting, Discussion

 

Keyword	Similar Words
N
Name	Executive, Corporate
Notice
Network	LAN, VPN, Hardware, Server
NRI
Node	Server, Hardware, LAN
Negative	Reject, Refusal
New	Fresh

 

Keyword	Similar Words
O
Order	Purchase Order, ESR, Exec. Search Assignment, Inquiry, Shopping Basket
Obsolete	Outdated
Offline
Online
Operator
OCR
Organisation	Company, Client, Corporate, Employer
Office
Outstanding	Payment, Collection, Invoice, Overdue
Offer	Appointment, Proposal, Quotation
Opening	Vacancy, Position, Post, Requirement
Others	Miscellaneous

 

Keyword	Similar Words
P
Proposal	Offer, Quotation, Terms, Prof. fees
Public
Professional Fees
Post	Mail, Courier
Posting	City
Phone	Communication, Message
Purchase
Personnel
Purchase Order	Exec. Search Assignment, Shopping Basket, Inquiry
Procedure
Password
Payment	Bill, Outstanding, Invoice, Collection
PEN	Executive, Jobseeker, Candidate
Placement	Appointment
Person
Profile
Product
Plant	Factory
Partner	Ally, Associate, Affiliate
Process
Pending	Outstanding, Balance, Remaining, Unfulfilled
Progress	Status, Monitor, Benchmark, Milestone
Project
Penalty
Print-out	Shortlist, statement, Output