Mitchelle

CMT

Nimit

AMB

Dated: 20-10-00

ORDER EXECUTION SYSTEM

You already have a copy of folder

APPLITECH, containing 80 output statement formats.

There are some where we have to give them a format. Please expedite.

Enclosed find some "regrouping" of these statements. This has been done keeping in mind some broad/logical categories.

To get a "birds-eye" view (at a glance), I have cut & pasted these (group-wise) on separate sheets.

This arrangement will help you spot (quickly):

▶ whether there is any duplication
▶ whether you need to add any
▶ " " delete any

Not only that,

You need to carefully scrutinise and decide whether you are getting all the information that you need in a given statement.

Are any columns missing? Which?

Are any columns redundant? Which?

Before we give a green signal to APPLITECH, this is our last chance to critically examine each statement and give our comments.

It will NOT be possible to change the OUTPUT FORMATS, once frozen

(may be one year later but not before).

Any change-request later will cost us in terms of money as well as time (delay).

I know that you are all very busy with day-to-day operational matters & meeting client deadlines.

But let me assure you that

whatever time you spend now (in studying / freezing) these output statements, will save you hundreds of unproductive / wasted manhours in future!

Not only for you, but for all consultants.

To help you in your study / analysis, I enclose documents:

A - B - C - D - E - F - G - H - I - J (10 in all)

Some may be duplicates, some may be simply different arrangements, some may be brand “NEW”.

APPLITECH, in their latest folder have made NO COMMENTS, as far as several “features” which I have asked them to incorporate in Order Execution System.

I will prepare a separate note re: these next week. Let us discuss these formats on next Tuesday.

H. Parekh

cc: Mr. Nagle

Pending Orders Status (Overall / Chronological)

Srl No	SON & Date	Client	Position Vacancy	Ind.	Func.	Desig. Level	Consultant	Est. Billing Value

Note:

From this one statement, statement No. 25 thru 43 (of list B) can be extracted.

Of these, Tapan has already designed & given us following:

25 | 26 | 27

34 | 35 | 36 | 38 | 39 | 40 | 41 | 43

B - EXECUTIVES APPOINTED SO FAR (Chronologically) (Complete List)

Srl No	Sales Order No & Date	Date of Joining (Chrono)	Executive Name	Last Co. - Ind.	Func.	Desig.	Salary	New Co. - Ind.	Func.	Desig.	Salary	Bill Amt.	Consultant

Note:

From this, extract statement #15 & #16

C - ORDER TRACKING – ORDER WISE

Client:

Vacancy:

SON / Date:

Consultant:

Branch:

Proposal No / Date:

STAGE

Resumes Delivery

Prelim Interviews (By 3P)

Final Interviews (By client)

Issue of Appt. Letter

Candidate Join

Payments - Adv.

Fin.

COP

Target Date

Act Date

+ / -

D - HOT JOB ADVT RESPONSE ANALYSIS

Client:
Vacancy:
SON / Date:

Consultant / Branch:
Proposal No / Date:
Web-Advrt. No:

When advt in print? (Date)	When uploaded on website (Date)	Total Applications Recd.	Rated No.	Called for Interview - Prelim	Final

INTERVIEWS HELD SUMMARY (CHRONOLOGICAL)

For PRELIM. INTERVIEWS BY 3P

Srl No	Who got Interviewed (PEN)	For Which Position?	For Which Client? (Name / Sales Order)	By Whom? & When? (Date)	Outcome [ ] Reject [ ] Recomm	Remarks by Consultant Concerned

item #8 (at bottom of List B)

For FINAL INTERVIEWS BY CLIENTS

Srl No	Who got Interviewed (PEN)	For Which Position?	By Which Client? (Co. Name)	Who Interviewed & Date Interviewed	Outcome [ ] Reject [ ] Hold [ ] Selected	Remarks by Consultant Concerned

item #8 (at bottom of List B)

SALES ORDER POST-MORTEM (OP/7)

Client: _____________	Consultant/Branch: _____________
Vacancy: ____________	Proposal No/Date: _____________

CHECKLIST

Did Order get executed within time-frame promised to client?
☐ Yes ☐ No
If NO, Reasons for delay:

☐ Unavailability of candidates
☐ We underestimated time
☐ Client delayed decisions
☐ Candidate rejected offer
☐ Client could not agree to candidate’s salary demand
☐ Client could not offer House
☐ Candidate could not be relieved in time (by former employer)
☐ Candidate delayed decision
☐ Candidate reneged (backout)
☐ Consultant quit halfway
☐ Our follow-up was poor
☐ Children’s school admission
☐ Client did not make timely payments
☐ Very poor response against Advt

I. ORDER TRACKING – SUMMARY (CHRONOLOGICAL) (OP/5B)

Sales Order No: ________	Dates

Activity	Target	Act	Target	Act	Target	Act
Resume Delay
Prelim. Inter.
Final Inter. 1
Final Inter. 2
Final Inter. 3
Issue of Appt. Letter
Candidate Join

Payments:

Advance
PP
FP
OOP

Client Name

Vacancy

Salary Offered (CPA)

Est. Billing

Act. Billing

Consultant

Branch

J. COMMUNICATION HISTORY

PARTY NAME: _____________

Phone: ___________	Email: ___________
Mobile: __________	Fax: ______________
Voicemail:	Letter (Add): ______

Incoming from Party	Date of Message	Outgoing to Party
Message	Mode	Mode

Let me know if you'd like this entered into an Excel or Word format, or combined with earlier forms (A–E) for a full compilation.

Mitchelle

CMT

Nimit

Mr. Nagle

Oct 13, 2000

Order Execution Module

Last week — and again this week (yesterday) — we discussed our requirements with Tapan–Jayant of Applitech, who visited us to conduct / complete “system requirement study”.

All throughout, Mr. Nagle insisted that we should give our System Requirements to Applitech, in the form of clearly designed OUTPUT STATEMENTS (only).

Descriptions will not do!

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

In this connection, I enclose:

Page 2/4

▶ Some “sample” output statements prepared by me

These are (17) handwritten pages
I hope to prepare some more.
Copies of these (17) have been given to Tapan/Jayant today.

▶ Work done by Tapan/Jayant so far in this connection:

This consists of enclosed

List A (25 output statements listing “fields”, but not formatted)
List B (List of some 60 statements of which 18 have been formatted)

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

Page 3/4

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

Because,

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

What exactly we want to see in any statement
How that statement will help us in executing an order, better / faster
What future “lessons” (policy–procedure wise) can we learn from HISTORY–TYPE of statements (as opposed to current–order related statements).

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

Page 4/4

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

I feel, each one of you should prepare these statements independently.

I will do likewise. Then let us meet on Monday morning & compare & consolidate & freeze our requirements.

With regards,

(Signature)

HCParekh