Monday, 21 August 2000

ORDER EXECUTION MODULE SOFTWARE

APPLITECH - Mumbai Aug. 24, 2000

Dear Mr. Sudhakar:

Order Execution Module Software

Your Offer dated Aug. 21, 2000

I refer to your offer and our discussions on Aug. 21. Unfortunately we could not meet today (as planned). But Mr. Cyril Ovely could spare sometime either on 29$^{\text{th}}$ (Tue) or on 1$^{\text{st}}$ Sept (Fri) and I await your early confirmation.

In the meantime, I have gone through your offer. I enclose my Comments on your "Terms" as well as some Observations on the "Scope of Work/Features". Most of these are merely a SYNOPSIS of the notes given to you earlier.

I am sending 2 copies, so that you can handover one copy to Mr. Tripathi or make a photocopy & send to Tapan.

As far as the price and the delivery period quoted by you is concerned, I do not wish to bargain but I want your assurance that there will be no compromise on the QUALITY as far as incorporations of features/functions and upgradeability is concerned. You may treat this as our Purchase Order & collect your cheque during your next VISIT.

with regards

cc: Mr. Cyril Ovely

GENERAL COMMENTS:

$\triangleright$ No data should be required to be entered twice

$\triangleright$ We should be able to "CUSTOMISE" any statement/report simply by (?)

  • clicking on desired "field"
  • allotting "sequence-of-appearance" to each of such field.

If such statements/Reports are meant to be sent to any outsider (client/candidate/associate etc.), the same cannot be generated/printed-out/faxed/e-mailed

WITHOUT

entering P.O. details

statements/Reports generated for internal use can only be seen/viewed on screen but cannot be faxed/emailed/printed/copied.

$\triangleright$ Any vacancy/position advertised by us in print-media (whether for a client or for ourselves) must be treated as a "Purchase Order, which must get "linked" to the "AAT-NO"

AND position/vacancy No. as well.

$\triangleright$ "Client Name" is the Anchor Point/Reference point. This is what all of us remember and all search, will normally start by "clicking" on a client's name in a dropdown list.

This is the MAIN-GATE thru which we should enter the ORDER EXECUTION MODULE

We should NOT be able to enter O/E module WITHOUT entering/clicking CLIENT NAME !

Every data/field should, somehow get linked to "Client Name" (e.g. a "potential-client" name? - eg. an inquiry from a client which may or may not result into an order)

$\triangleright$ "Individual Activity Time" permitted to a Consultant for each of the 21 activities should be standardise & FROZEN in advance.

This will be called "ACTIVITY STANDARD TIME"

If, in a particular PO, the concerned consultant feels that any particular AST needs to be changed, he/she should approach Nimit for modifying. This cannot be changed unilaterally.

In course of time (at a later date) these ASTs will also be visible to the concerned client, when we permit him SELF-MONITORING (over extranet/Internet).

Actual activity-time taken (AAT) will be compared with AST and variances (= cumulative also) will be calculated for each P.O.

These $\pm\text{ve}$ variances will form the basis of evaluation of the performance of a consultant in execution of that particular assignment.

When a Consultant has completed 20 order assignments, it should be possible to plot consultant-wise FREQUENCY DISTRIBUTION CHARTS of variances/AAT.

Built-in Productivity Measurement of each consultant has to be a KEY-FEATURE of O/E module.

G/4

$\triangleright$ The O/E module must be able to access the existing databases directly and there should be no need to construct fresh/new masters of candidates & clients.

Our database is in Oracle 8i and we will make available the database structure to Applitech.

$\triangleright$ Back End

Oracle 8i is ok. we have a licenced copy. we are trying to get Version 2.0 + IFS (Internet File Server.)

$\triangleright$ Front End

Our Mr. Cyril Ovely will advise you on this.

$\triangleright$ Our Website

Not only, you should thoroughly study the present "functionality/interactivity" of our website but also obtain a thorough understanding of changes being planned, from Mr. Cyril Ovely, who is working on this. Any failure, in this, may result in waste of time/effort/money all around.

For "junior-level" candidates (College students/Fresh Graduates/others)

drawing annual salary of $\approx$ Rs. 2 lakh), we are planning to "sell" their resumes (to an online recruiter) for a fixed amount per resume.

Such persons, would have, in advance authorised us (while filling-in their resume form online on our website), to "forward" their resumes to our online/offline Corporate-clients, without taking/obtaining their permission each time their resume gets shortlisted.

When an online shopping-basket arrives (or is created offline by one of our consultant thru localised resume-search, for an offline client), the Order Execution Module, should be able to

$\triangleright$ Calculate the amount payable by the Corporate Client

(e.g. 10 resumes $\times$ Rs. 500/resume = Rs. 5000).

$\triangleright$ send out an "offer/quotation" automatically to the concerned client by e-mail (standard letter where blanks get filled-in automatically in case of Online Shopping basket $\dots$ manually by consultant in...

case of an offline search),

asking client to send a D/D of Rs. 5000/=

$\triangleright$ Send-out (i.e. email) 10 full resumes (with name/contact details) to the Concerned Corporate Client as soon as D/D is received & details are entered in the O/E module against that specific Shopping Basket NO/Client Name.

This "ONLINE SALE OF RESUME" feature is not mentioned anywhere in the folder given to you earlier since this is a recent development.1

This is however, one of the most CRITICAL/IMPORTANT feature of the Order Execution Module, which requires perfect/seamless integration with our website-ba2sed process of

$\triangleright$ "Online Resume-search by headhunter

$\triangleright$ "filling-up of Shopping Basket

$\triangleright$ arrival of SB at our office, triggering the ORDER EXECUTION MODULE.

This "triggering/activating" is keyword!

T/2

COMMENTS ON "TERMS" QUOTED BY APPLITECH VIDE THEIR QUOTATION DATED AUG. 21, 2000

GENERAL

  1. Source-code will be handed-over to 3P and will become intellectual property of 3P.
  2. Applitech will not undertake development/deployment of similar "Order Execution Module" for any other recruitment agency/executive-search company/placement company or any unincorporated individual engaged in similar business, whether or not such a firm/individual has an internet website or not.
  3. Applitech will not divulge and/or part with any procedure/business-process/document/System/records/Software applications etc. which it has obtained access to, during the course of this assignment at 3P consultants and used by 3P Consultants, to any other fi3rm/placement/individual.

T/2

LICENSE FEE

We do not require the O/E module software to be installed at any other site but it should be capable of being accessed & operated from any of our branch-offices, which we propose to interlink thru VPN.4

There will be no local processing/nor any database residing in the branch-office computers but all "access/operation" by any branch must be "logged".5

On branch-office computers, there will NOT be any floppy/CD drive/tape drive.6

Although there will be local printers, all "print-commands" must be given by Central server in M7arol.

T/3.

TRAVEL & STAY

(For Visits to Bombay)

During

Travel Reimbursement

Stay Reimbursement (Boarding & Lodging)

Design/coding/implementation/training stage

One-way 2$^{\text{nd}}$ A/c fare (A'bad to Mumbai)

NIL

During 90 day Warranty period

One-way, 2$^{\text{nd}}$ A/c fare (A'bad to Mumbai)

NIL

Beyond Warranty Period

One-way, 2$^{\text{nd}}$ A/c fare (A'bad to Mumbai)

Rs. 2500/= per manday (if stay is overnight)

 

PROJECT EXECUTION PLAN & PAYMENT SCHEDULE

(Fees will be payable on completion of each stage)

Stage

Deliverables

No. of Days

Fees

0

Place Order

20%

I

Detailed System Requirement Study (SRS) DOCUMENT

10

II

Detailed System Design Document (S.D.D) - E.R diagram/Screen Prototypes/ - Final Data Model/Data Dictionary - updated Process Description - Screen Design Document - Menu Design Document

30

20%

III

Implementation Schedule

40

20%

IV

Executable Software Installation + All documentation [System documentation, User Manual, Operational Manual] + Training.

20

20%

V

Debugging till fault-free

40

20%


F/1

FEATURE

Required Now

Later

Inclu-ded?

$\triangleright$ MIS Daily/weekly/Monthly statistics (See note dt. 3-9-93)

$\checkmark$

$\triangleright$ 3 Dimensions (No/Time Frame/Reward) (see note dt. 17-9-93)

$\checkmark$

$\triangleright$ Interview Feedback from Clients (see note dt. 27-4-96)

$\checkmark$

$\triangleright$ Order Backlog/Pending Assignment Analysis (see note dt. 29-11-98) (PRIORITY - MATRIX)

$\checkmark$

$\triangleright$ 10 standard statements (see note dt. 11-7-93)

$\checkmark$

$\triangleright$ Interview follow-up (see notes dt. 25/6/93, 31-3-94, 7-5-97, 27-5-97)

$\checkmark$

$\triangleright$ Follow-Up with our own staff (30-3-94)

$\checkmark$

$\triangleright$ " " Candidates ( " )

$\checkmark$

$\triangleright$ " " Clients (29-3-94)

$\checkmark$

$\triangleright$ Chasing Events & Activities (TO send what-when-whom) (note dt. 30-3-94)

$\checkmark$

 

F/2

FEATURE

Required Now

Later

Inclu-ded?

$\triangleright$ 18 screens (Pop-Up?) of Paperless office (12/11/94 & 26/11/94)

$\checkmark$

$\triangleright$ Order Execution Master Chart (notes dt. 2/9/93 & 1/2/94)

$\checkmark$

$\triangleright$ Help Desk & Queries (notes dt. 23/4/94 & 16/11/94)

$\checkmark$

$\triangleright$ Integration of Phone-In "resumes (IVRS - speech to text conversion) into our Resume Database (see quotations received from Ramshyam)https://www.google.com/search?q=-Instamail.com

$\checkmark$

$\triangleright$ Integration of Navin.com

$\checkmark$

$\triangleright$ Integration of "Text-to-Speech" (email delivered over POTS)

$\checkmark$

$\triangleright$

 

F/3

FEATURE

Required Now

Later

Inclu-ded?

$\triangleright$ Automatic generation of "Shopping Basket Summary" (see chart dt. 25/5/99)

$\checkmark$

$\triangleright$ Foolproof/relentless/unforgiving/unyielding follow-up of each & every shopping-basket arriving over our website is THE FUNDAMENTAL PROCESS (CORE PROCESS) of our O/E module. This O/E process to be treated as UNCOMPLETE till one of the following EVENT takes place: - Collection of total professional-fees at the end of a "successful" execution - Cancellation of Order by the Client. - Basket did not result into an order

$\checkmark$

Shopping Basket Summaries should be - Clientwise - Consultant-wise - Branch-wise - Industry-wise - Function-wise - Designation-Level wise $\} \text{search-Parameters}$ - Chronological (date-wise) - Basket No. Wise/P.O. Wise - Citywise

$\checkmark$

P/O summaries should also get generated just like Shopping Basket summaries.

$\checkmark$

F/4

FEATURE

Required Now

Later

Inclu-ded?

$\triangleright$ List of all the resumes ever-sent to a given client (part of client Janam-kundli/history)

$\checkmark$

$\triangleright$ For a given candidate, which are the clients to whom his resume was sent ever? chronologically

$\checkmark$

$\triangleright$ Order Execution Module must be integrated with automatic: - generation of Invoices - clientwise/Customer-wise Outstanding statements (chronologically & Value-wise)

$\checkmark$

$\triangleright$ O/E module must automate all communications (phone/fax/snail-mail/e-mail/video-Conference) of a Consultant with: - clients (Terms/Quotes/Schedules) - candidates (Int. letters/Interview-calls) - Associates - Interview Panel experts (Dates/Venue) & maintain a log (Janam kundli). Integration of e-CRM of TALISMA? Must use STANDARD LETTERS (modifiable by a Consultant) for email/fax/snail-mail, wherever appropriate

$\checkmark$

 

F/5

FEATURE

Required Now

Later

Inclu-ded?

$\triangleright$ Features incorporated (and worth copying) in the online "client-order tracking" Systems found on - www.jobstreet.com - www.durakis.com - www.alltimesjobs.com

$\checkmark$

 

S/1

ORDER EXECUTION MODULE - SECURITY

FEATURE

Required Now

Later

Inclu-ded?

$\triangleright$ Nobody can conduct a resume-search without entering "Inquiry" form or "Purchase Order" form first

$\checkmark$

$\triangleright$ NO one can print "one-line-statement" or "resumes" without first entering PO details.

$\checkmark$

$\triangleright$ Finger print + Password + M/c recognition

$\checkmark$

$\triangleright$ Log of who accessed/what file/when

$\checkmark$

$\triangleright$ NO unauthorised addition/connection of H/W (floppy/CD/Tape/Printers/scanner etc) to System at any branch office.

$\checkmark$

$\triangleright$ Remote back-up from residence

$\checkmark$

$\triangleright$ Consultants sitting in branches all over India, should be able to use O/E module, thru VPN

$\checkmark$

 

L/1 ORDER EXECUTION MODULE

FEATURE

Required Now

Later

Inclu-ded?

$\triangleright$ Integration of Server-based call centre permitting "access" (as per rights) to monitor the "Order Execution Process" to: - Consultants

$\checkmark$

- Outside Interview Panel Experts

$\checkmark$

- Clients

$\checkmark$

- Candidates

$\checkmark$

- Branch officers

$\checkmark$

- Associates (Franchisees)

$\checkmark$

$\triangleright$ Screen Pop-Ups when phone-rings - Client's Janam kundli (History)

$\checkmark$

- Candidate's " " (note dt. 26/5/99)

$\checkmark$

$\triangleright$ A website clickable Button to allow surfer to connect to consultant over phone & both looking at screen (Simultaneous interaction over ph/web)

$\checkmark$

$\triangleright$ Integration with data warehousing/data mining softwares (for proactive marketing)

$\checkmark$

List of "STANDARD LETTERS":

Title

Computer Code No.

Annex.

Meeting Letter (asking to come & meet me)

Order Execution Module

#2

Additional Info. Letter (requesting to fill-in and return the Regi Form [now floppy])

Module

#2

Introduction Letter (Introducing 3P to new client)

Pro-active Marketing Module

#3

Sending a Bio-Data (Uninvited) to specific prospective Co.

Pro-active Marketing Module

#3

Sending a Bio-Data (As requested) (against an ESR)

Module

#2

Sending a Statement (one-line print out) of Candidates e.g., Materials Manager, Co. Secretaries, etc. to a specific client who has asked for it (against an ESR)

Module

#2

Sending a Statement (as above) but UNINVITED to a prospective client

Pro-active Marketing Module

#3

Export to Sheets

List of "STANDARD LETTERS":

Title

Computer Code No.

Annex.

Meeting Letter (asking to come & meet me)

Order Execution Module

#2

Additional Info. Letter (requesting to fill-in and return the Regi Form [now floppy])

Module

#2

Introduction Letter (Introducing 3P to new client)

Pro-active Marketing Module

#3

Sending a Bio-Data (Uninvited) to specific prospective Co.

Pro-active Marketing Module

#3

Sending a Bio-Data (As requested) (against an ESR)

Module

#2

Sending a Statement (one-line print out) of Candidates e.g., Materials Manager, Co. Secretaries, etc. to a specific client who has asked for it (against an ESR)

Module

#2

Sending a Statement (as above) but UNINVITED to a prospective client

Pro-active Marketing Module

#3

Export to Sheets

List of "STANDARD LETTERS":

Title

Computer Code No.

Annex.

Meeting Letter (asking to come & meet me)

Order Execution Module

#2

Additional Info. Letter (requesting to fill-in and return the Regi Form [now floppy])

Module

#2

Introduction Letter (Introducing 3P to new client)

Pro-active Marketing Module

#3

Sending a Bio-Data (Uninvited) to specific prospective Co.

Pro-active Marketing Module

#3

Sending a Bio-Data (As requested) (against an ESR)

Module

#2

Sending a Statement (one-line print out) of Candidates e.g., Materials Manager, Co. Secretaries, etc. to a specific client who has asked for it (against an ESR)

Module

#2

Sending a Statement (as above) but UNINVITED to a prospective client

Pro-active Marketing Module

#3

 























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