Notes: SHOPPING BASKET SUMMARY

Image 1: SHOPPING BASKET SUMMARY (BRANCH-WISE)

BRANCH RESPONSIBLE:

Consultant Responsible:

Maybe, in all other statements on shopping baskets, what we should do, is to simply add one more column, titled

“Branch”

next to the column titled → “Consultant Responsible”

so that “Branch-wise” statement can be generated as a “bye-product.”

Within each branch, we could group all shopping baskets “Consultant-wise.”

EXECUTIVES APPOINTED SO FAR

(A) – Industry Wise

Name of Industry:

Client Corpo.	Order No. / Date	Position/Vacancy	Person Exec. Appt. + PEN	Appt. At (Salary cpa / Design. Level)	Func.	Bill Amt.

(B) – Function Wise

Function:

(Table space left blank)

(C) – Designation Level Wise

Desig. Level:

(Table with multiple columns left blank)

(D) – CLIENT WISE

Client Names:

(Table with multiple columns left blank)

SHOPPING BASKET (DESIGNATION-LEVEL WISE)

Desig. Level:

Basket No	URL from which arrived	Date Arrived	Date Replied	Actual Time Taken (days)	Consultant Responsible	Whether conv. into order	Func	Ind	PEN

SHOPPING BASKET – FUNCTION-WISE

Function: ______________________

Basket No	URL from which came	Date Arrived	Date Replied	Actual Time Taken (Days)	Consultant Responsible	Whether Conv. into Order	Ind.	Desig. Level	PEN

Image 6: SHOPPING BASKET – INDUSTRY-WISE

Name of Industry: ______________________

Basket No	Arrived Date	Replied Date	Time Taken	Consultant Responsible	URL from which came	Whether Conv. into Order	Func.	Desig. Level	PEN

Image 7: SHOPPING BASKET – CLIENT/CORPORATE WISE

Name of Corpo/Client:

Address:

Phone: ___________________ Email: ___________________

Fax:

Name of Contact Person:

Desig.:

Basket No (clickable link)	Arrived Date	Replied Date	Actual Time Taken (days)	Variance (+/- days)	Consultant Responsible	Whether Converted into Order	Source Website URL	No. of Resumes Shortlisted (PEN)

Clicking on this link will open up "Consultant-wise statement of Shop Baskets"

Image 8: SHOPPING BASKETS – CONSULTANT-WISE

Name of Consultant: ______________________

Source Website URL	Basket No	Arrived Date	Replied Date	Actual Time Taken (days)	Variance (+/- days)	Corpo. Name	Posting City	No. of Resumes Shortlisted (PEN)	Whether Converted into Order

Clicking on this link will open up particular basket details

Clicking on Corpo. Name would lead to "CORPO/CLIENT WISE SHOPPING BASKETS statement"

SHOPPING BASKETS (MS/1)

Shopping Basket No
Date Recd
Date Replied (Terms Sent)
Who Replied (Name of Consultant)
Name of Sender (Executive)
“ ” (Company)/Client
Contact Info (Add / Phone / Fax / Email)
Industry Name (Company belongs to)
Position / Vacancy Details
- Designation Level
- Actual Designation (?)
- Function
- Industry
Main Specifications

Age
Exp
Edu. Qualification
Skills

CLIENTS

Clients → Basic Data / Client Profile

→ Proposals

→ Final Order

→ Correspondence

→ Billing

Clients

Old clients
New clients
Associ

Order Execution System (1/5)

Dated: Oct. 30, 2000

To:

Tapan – Jayant (Apsflitech – Aked)

Sudhakar (C19 – Mumbai)

Order Execution System

I refer to

▶ Your email of Oct. 18

▶ Sudhakar’s letter of Oct. 19

(enclosing 33 pages / 80 output formats & 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 (2/5)

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 Outstandings ( ? ? ? ? ? ? )

Group 5

▶ Client List (51, 52, 53, 54)
▶ Janam Kundli (Client) (37, 42)
▶ “ ” “ (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 topics/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 Outstandings” / “Balance of Payments”

(in several different ways).

These are an ABSOLUTE MUST.

These were already covered in:

▶ Your first proposal dt Aug. 21

▶ Your second proposal dt Sept. 12

▶ Our meeting on Sept. 1

▶ My email dt 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 Statement" (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 pages)

“Order Execution System” (Features & Functions)

I request you to carefully go thru these pages and enter your comments in the last column – then return a photocopy for our study.

Or we could fill up this column jointly during your next visit (when?).

Regards

H. Parekh

cc: Mr. Nagle

cc: Nirmit

Order Execution System

Dated: Oct. 30, 2000

To:

Tapan – Jayant (Applitech – Aked)

Sudhakar (C19 – Mumbai)

Order Execution System

I refer to:

▶ Your email of Oct. 18

▶ Sudhakar’s letter of Oct. 19

(enclosing 33 pages / 80 output formats & Requirement Catalog)

▶ Neeraj’s letter of Oct. 20

▶ Our telecon of Oct. 25

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:

egrouping 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 Outstandings – (? ? ? ? ? ?)

Page 3/5 – Continuation: Groups 5 & 6

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 topics/subjects covered by these 6 groups.

Total no. of statements (viz: 80), in reality are only 16 statements.

Page 4/5 – Observation & Missing Format

It is because of “re-arrangement” of fields

(Industry-wise / Function-wise / Designation level-wise / Branch-wise / Consultant-wise / Period-wise etc.)

that the total number gets inflated.

One immediate observation:

I do not find any statement on

“Customer Outstandings” / “Balance of Payments”

(in several different ways).

These are an ABSOLUTE MUST.

These were already covered in:

▶ Your first proposal dt Aug. 21

▶ Your second proposal dt Sept. 12

▶ Our meeting on Sept. 1

▶ My email dt Sept. 20

Please cover these under Group 4 & let me see the formats.

Page 5/5 – Final Observation

Another Observation:

It is quite likely that each feature/functionality covered by the Order Execution Module does NOT have an “output statement” (need not have one).

But we must have a clear, prior written understanding whether or not

a given feature/functionality will be incorporated in the Order Execution System.

With this in mind, I enclose:

Annex A (nine pages)

“Order Execution System” (Features & Functions)

I request you to carefully go through these pages and enter your comments in the last column – then return a photocopy for our study.

Or we could fill up this column jointly during your next visit (when?).

Regards

[Signature: H. Parekh]

cc: Mr. Nagle

cc: Nirmit