To:
Tapan (Applitech – Ahmedabad)
Cc:
Ravi (Applitech – Ahmedabad)
Sudhakar (Applitech – Mumbai)
Mr. Nagle
Mr. Cyril Ovely
Order Execution System (OES)
I refer to our several meeting last week, including last one on Friday
(Oct 6) when Mr. Nagle was also present.
In this meeting you had submitted a list of 25 output statements
(albeit, not a comprehensive list). Then Mr. Nagle suggested that, independent
of your list, I should also try to prepare a list of OUTPUT STATEMENTS which we
need from OES.
Enclosed, please find details of such statement’s (once again, may not be
comprehensive).
On a separate chart, I have also tried to tabulate your statements &
my statement, under some broad categories. This chart will bring-out the
duplications and those which,
Ø Occurred to you but not to me.
Ø Occurred to me but not to you.
Taken together, hopefully these will add-up to
our requirement.
Since many of these are in the manner of “SUMMARIES’ it will mean there
will be quite a few “INDIVIDUALS” (statements), form which, you will construct
these “summaries.”
I have not attempted to prepare a list of the “INDIVIDUAL STATEMENTS”
Furter I have not attempted to actually “design” (the layout / columns /
rows etc.) these output statements. You will, no doubt, do a better job!
Even what
should be the precise “Content” (fields) of these statements, I something, you
should decide.
As far as we
are concerned, we need to take some
Ø tactical / operating decision
Ø strategic / policy decisions
So, what I
have done is to list the type s/ kinds of “decisions”, that we must take day-in
& day-out. It’s dynamic “Course Correction” all the time.
NOW,
If “relevant
/ up to date / historical” info. Is readily available / accessible at finger-tip,
then the decisions taken tend to be” SMARTER”
BUT
If relevant
info. is absent / incomplete, the decision tends to be.
POORER
So,
Your job is
to figure-out,
“What info
(fields) will be needed by 3P to be able to take.
SMART
DECISION?”
Then
provide that info. In each statement
Simple!
When you
show us the exact design of the OUTPUT STATEMENTS, our consultants, would be
able to say whether each statement contains all the info. They need (at the
finger-tip / one glance) to take the decisions.
As far
as using CRYSTAL REPORT / ORACLE DISCOVERER is concerned, both, Mr. Nagle &
Cyril Overly have serious reservations about the technical skills of our
consultants to be able to use these. They feel, these “tools” are really meant for “techies”.
They feel,
Ø Wherever possible (to the extent
possible), we should “freeze” the design of each output statement in advance.
Ø Only in case, where absolutely
necessary to construct a “customized” statement, we should export the data to
EXCEL (as was suggested by Ravi in our first meeting).
So, let
us forget about crystal Report / Oracle discoverer.
As far as
this note (incorporating a set of desire OUTPUT STATEMENTS) is concerned, it should not be looked-upon in isolation,
but it should be read in conjunction with my following earlier notes:
Ø Note dt. Aug 24, 2000 (our original
order)
Ø Note dt. Sept. 14,2000 (our revised
order)
Ø Your revises offer dt. 12/9/2000
(and the discussion on features listed on p.13)
Ø My email of September 20 to Ravi
Ø My note gives to you on October 5
I now await
your detailed report.
With regards
H C Parekh
P.S. Also find enclosed, my remarks on
various pages of
“REQUIREMENT CATALOGUE”
Which was handed over to Nirmit
on October 5
 |
cc: Nirmit
cc: CMT Only
your own intense interest / involvement / interaction
cc: AMB with
APPLITECH team, will lead to a satisfying solution.
cc:
Mitchelle
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø What shopping Basket (online) were
received – on any given date? Not needed
18/20 ü -
for any given period? ( Monthly)
25 ü -
for any given consultant?
24 ü -
from any given client – Co.?
23 ü -
from any given “Industry”?
22 ü -
for any given “Function” ?
21 ü -
for any given “Designation-Level” /
- from any given City / Region / Country?
19 ü -
URL wise maybe “Branch-wise” is more relevant
Venkat, here is Proof!
DECISIONS
IT WILL HELP TAKE
Ø How are on line “inquiries (i.e. shopping basket)” behaving ? Going up
/down ?
Ø Do we need additional resources to
handle increasing inquires ? do we need
to hire more “Industry-specific” Consultant?
Ø Do we need to open office / appoint franchisee-associate in
any particular City/Region/Country, from where a large no. / % shopping baskets
are originating ?
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø How many / which shopping-basket got
converted into an order ? how long did it take – from
● receipt of shopping basket
● sending of proposal / terms
Ø Which /
how many shopping Basket did not get converted into an order ?
What were the reasons in each case? (few, most
frequent “reasons” can be incorporated and can be “Clicked”. Rest can be entered by typing)
All consultant wise & overall SUMMARY
DECISIONS
IT WILL HELP TAKE
Ø Which is the most “frequent” reason
for losing an order ? Price / Delivery ? our late response ? Poor Quality /
quantity of resume database i.e. stock of candidates ?
Ø What can we do, in each of these
cases ?
Ø Are any policy-changes warranted ?
Ø Should we “revive” the case
Ø Should we make an “exception” ?
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø How many shopping – Baskets have
been “answered” (i.e. proposal / terms sent) ?
Ø How many remaining to be answered ?
Ø How long remaining to be answered
(in descending order) ? We have promised
to answer in 24 hours (on our website). All of the above, to be
“Consultant-wise”.
DECISIONS
IT WILL HELP TAKE
Ø What are reason for building up of a
“backlog” – if any ?
Ø Which consultant is in “arrears” ? why
? – Reason ?
Ø Do we need to “re-allocate”
industries allocated to each consultant ?
Ø What / how to re-allocate if a given
consultant is going on leave / resigns ?
Ø “EXECUTIVE APPOINTED SO FAR”
Summary
44 ü ● Industry
wise 48
ü ● Date wise (Joining Date
45 ü ● Function wise 49
ü ● Billing Amount wise
46 ü ● Designation
level wise (Descending
order)
47 ü ● Client wise 50
ü ● Overall
DECISIONS
IT WILL HELP TAKE
·
To
send-out promotional letters to Chief of any given Industry 9names of executives
appointed must be hidden; also letter must not be sent to that very
company form whom we had lured /pinched that executive ! Then promotion will
boomrang !!)
·
To
help in “Advertising-Matter” (to bolster our “Claims” !)
·
To
approach / write to these very executives (whom we appointed anywhere /
anytime) for
ð recommending someone
ð giving us “business” from his new
company / employer
Statement
No. |
Title |
|
69 |
Summary-Industry wise |
|
70 |
“ Function
wise |
|
71 |
“ Designation
Level wise |
|
72 |
Industry wise ( Industry - Company
wise details) |
|
73 |
Function wise ( “ ) |
|
74 |
Designation Level wise (Individual
Company wise details) |
INFORMATION REQUIRD (OUTPUT STATEMENT)
·
Analysis
of all orders executed during just-completed year/ quarter / month.
DECISIONS
IT WILL HELP TAKE
·
Who
was our biggest / smallest client (in terms of order-value) ? Descending order
of value wise
·
A
– B – C analysis of client Vs. order
value (cumulative)
·
Where
are most orders coming from ? ( Industry / Function / Designation / Region
wise). Where should we focus our efforts ?
·
Are
we putting all ( or too many) of or eggs
in one basket ? I sour business too heavily dependent on one / few clients (Industries / regions) ?
·
Is
there a need for “diversifying” / spreading-out evenly ?
·
Which
are the “SUNRISE” / “SUNSET” industries ?
·
Do
we need to open additional offices ? Where ?
·
Should
we “donate” a Video-Conference facility to a client who for example, gave us
Rs. 50 Lakh business, last year ?
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø CANDIDATE HISTORY (Janam Kundli)
DECISIONS
IT WILL HELP TAKE
·
Which
(Company’s) interviews did he attend ? which he did not ? what are the types of
jobs / companies that he “ prefers” ? what functions / designating levels /
posting cities he is interested in? (from interviews attended so far).
·
For
what kind of jobs / companies, he should NOT be approached ? – regrets.
·
What
are his MOBILITY limitations – in terms of wife’s job / children’s education /
family’s health / parental obligations ?
·
Is
he a job-jumper ? How often ?
·
Does
he accept job-offers, then fail to join ? unreliable ?
·
What
do “antecedent checks” reveal about him ?
·
All
the companies to whom we ever sent his resume ? when ? Against Which Position /
Vacancy / Purchase Order ? What was the
outcome in each case ?
·
Did
he / she ever get appointed thru us ? If so, where ? when ? as what ? at what
salary ? did we collect our fees ?
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø CLIENT HISTORY (Janam-Kundli)
DECISIONS IT WILL HELP TAKE
·
Is
this client giving us regular / profitable business thru repeat order ?
·
Should
we develop specific POLICY / PROCEDURE in dealing with this client ? what
should that be?
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø PAYMENT CHEQUES RECEIVED HISTORY
(Overall / Client wise / Date wise)
DECISIONS IT WILL HELP TAKE
·
How
much payment is to be collected ? from whom ? when was it due ?
·
Whom
to follow-up ? How ?
·
Who
should follow-up ?
·
When
was invoice sent ? for what amount ?
·
How
much actual payment received against our invoice ?, How much still remaining
? Should we write off balance ?
·
Is
there a dispute ?
·
Client
wise / Invoice -wise, cheques received
to help send out statements to clients (confirmation
·
Assist
in clarifying over phone, what payments have been received against which
Invoice
&
What payments are still TO BE RECEIVED against
each invoice
·
“Promises
Made” Column to enter the date, client has promised to give cheque, so that
computer automatically reminds accountant on that date.
INFORMATION
REQUIRD (OUTPUT STATEMENT)
Ø INVOICE SUMMARY TABULALTION
·
Client
wise
·
Consultant
wise
·
Overall
·
Value
wise
·
Date
wise
(Anytime /
Month end / Quarter end / Year end)
DECISIONS
IT WILL HELP TAKE
·
Who
did, how much billing (absolute & as % of total billing)
·
Calculation
of individual Consultant’s or group- of consultant’s INCENTIVE – EARNING for
the period.
·
Compare
“Outstanding’ with “Invoicing”
·
Find
out “bad debts” (Consultant-wise)
·
Find
“Chronic” defaulters / black listing action to be taken
·
Find
which client delay payments & by how much.
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø “FINAL PAYMNET” Tabulation
(Value
wise / Data wise)
DECISIONS
IT WILL HELP TAKE
Ø How much final payment (after adjusting “advance” & Progress Payment”) is due / over due from whom,
when ?
Ø How to follow-up ? who shall follow
up ?
FINAL
PAYMENTS
63 ð Client
wise (from
month ______________ to ______________ month
64 ð Consultant
wise ( “ ______________ “ ______________)
65 ð
Period wise (Month)
66 ð Date
wise (Date)
67 ð Consultant
wise (from ______________
to ___________)
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø “PROGRSS PAYMENT” Tabulation
(Value
wise / Data wise)
DECISIONS
IT WILL HELP TAKE
·
For
each order is any “progress-payment’ due ? If yes
-
how
much ?
-
when
?
-
has
it become due or not
-
if
yes, when ?
-
if
not Yet, then when ?
·
Which
client / order to follow-up, when ?
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø “ADVANCE / MINIMUM SEARCH FEE /
RETAINER – FEE TABULATION
(Value
wise / Data wise)
DECISIONS
IT WILL HELP TAKE
·
For
which orders / assignments we have still to receive advance / how
much / from whom / when (FOLLOW-UP Action)
·
For
which, we have already received,”
·
Whether
we have, in a particular case, agreed to work without advance?
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø “CUSTOME OUTSTANDING PAYMENT /
RETAINER – FEE TABULATION
(Client /
Consultant wise) in chronological order) – Value wise (Descending)
DECISIONS
IT WILL HELP TAKE
·
Which
client to follow-up ? in what way – oral / written ? – How often ?
·
Who
should make a personal visit , if required ?
·
Should
we write-off the amount & close chapter ? Accept lesser amount ?
·
Should
we send a legal notice ? when ?
·
Should
we “black-list the client and regret his future inquires / shopping baskets ?
(Black-listing should “disable” sending of proposals / terms to a client)
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø “OVERALL, ORDER BACKLOG ANALYSIS
(month-end
or at any point of time)
● Industry wise ● Client wise
● Function wise ●
Consultant wise
● Designation Level
wise ● Order value
wise (Descend)
● Chronological
(descend) ● Salary -wise)
DECISIONS
IT WILL HELP TAKE
·
Trend-Analysis
(which sector / function etc.) is
booming. Website based online “guidance” of jobseekers & recruiters.
·
Internal
“redeployment” of resources.
·
Addition of resources to ensure that backlog does not
become UNMANAGEABLE, nor should order backlog drop to such low-levels (overall
& consultant wise & regional office-wise) that thre is an immediate
likelihood of “wasted / underutilized” resources. We must maintain a “healthy”
backlog at all times by adjusting our
INPUTS / RESOURCES.
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø “How many orders are pending (at any
given moment) from a particular client ? Arrange
(month-end
or at any point of time)
·
Chronologically
·
Order
Value wise
·
Designation-level
wise
·
Likely
completion-date wise
·
Consultant
wise
DECISIONS
IT WILL HELP TAKE
·
Shall
we approach client for more orders ?
·
Is
one client monopolizing / tieing-up our resources ?
·
Shall
we “re-allocate” these pending orders ? Amongst whom ? (will require informing
client)
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø What is the load / backlog on a
given consultant ? How “booked” is he/she ? How long will it takes him to clear
the backlog ? How many orders is he handling simultaneously at this point of
time ? Asper normal schedule, when are each
of these orders likely to completed ? Is he/she overloaded / underloaded ?
DECISIONS
IT WILL HELP TAKE
·
Rearrange
order priorities
·
Give
additional help to consultant (in case of
overload
·
Give
additional load to consultant ( in case of underload)
·
Advise
client / Clients of likely delay
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø Interest – Letters
·
Sent out
·
To
be sent
DECISIONS
IT WILL HELP TAKE
·
Aggressive
follow-up
·
Automatic
Reminder
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø Resumes (Search-results)
·
Already Sent out
·
Remaining
to be sent
DECISIONS
IT WILL HELP TAKE
·
Aggressive
follow-up
·
Automatic
Reminder
5 - Resume remaining to
be sent (Order wise)
6 - Resume sent out for
an order
30 - Online statement
36 - Details of Prospective
Candidate
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø Interview – call letters
·
Sent out
·
Remaining
to be sent
·
Confirmation
received
·
Confirmations
remaining
DECISIONS
IT WILL HELP TAKE
·
Aggressive
follow-up
·
Automatic
Reminder
4 - Interview call sent
out for an order
31 - Interview schedule for
a given Sales Order
78 - Interview held summary
client wise
79 - Interview held summary
(From _________________ to ______________)
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø “Interviews Held” summary
(Overall, Chorologic
/ client wise
DECISIONS
IT WILL HELP TAKE
·
Who got
interviewed when, by whom
for what position / vacancy and What was the outcome / result ?
·
Did interview result in anyone getting
ð Shortlisted (for further interviews)
ð Appointed
·
Is
appointment letter issued ? accepted ?
·
What
is the joining date ?
·
Have
we received our copy of the appointment letter ? If not, when ?
·
Have
we made & sent out our Invoice ? If not when ?
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø At what stage is a particular order?
Ø Is it progressing / proceeding as
per pre-decided schedule ? Are we ahead
/ behind schedule
§ Committed by consultant, (internally)
§ Committed to client (externally)
DECISIONS
IT WILL HELP TAKE
·
Advise
client of delay / revised schedule
·
Change
priorities of Consultant
·
Transfer
to another Consultant
·
Provide
additional “help” to Consultant
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø “RESPONSE RECEIVED” Tabulation
This will
cover
·
Vacancies
/ positions at 3P
·
Hot Jobs
 |
DECISIONS
IT WILL HELP TAKE
·
Who
/ How many applied
·
Online
“rating” / short listing / segregating rating-wise / position wise / city wise
·
Sending-out
interview-call letters
·
Printing
online statement for sending to client
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø Purchase Order History (Janam
Kundli)
DECISIONS
IT WILL HELP TAKE
·
Did
order get executed within the TIME FRAME
promised to client ? If not, what were the reasons for delay ? were these
reasons beyond OUR CONTROL ?
·
Where,
if any, did we goof-up ? what could we do to prevent this in future ?
·
What
did we over-estimate / under estimate,
both timewise / expense wise ? How can we use this “feedback” to improve our
estimate in future / make them more realistic ?
·
What
should be our future strategy / policy / terms in dealing with this client ?
What lesson did we learn form this order which are
ð generally applicable to all future
orders from all / any clients
ð specifically applicable for future inquires from this
client.
·
Was
“Yield” commensurate with our efforts ?
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø COMMUNICATIION HISTORY
 |
DECISIONS
IT WILL HELP TAKE
·
What
is the best “mode” to communicate with each of the above ?
(email / SMS / WAP / POTS / Fax / letter /
Voice-mail etc.)
·
What
was our first / last “message / communication” to each of these ? what was
their “last” message to us ?
Where shall we pick-up the “thread-of-Communication” ? Follow the
coloured string
·
Ball
is in whose “court” ? what action / response is expected of us / expected from
them ?
·
History-folder
should open simply by typing name of person and / or Company / Ally
9-10-2000
OUT STATEMENT
ORDER EXECUTION SYSTEM
|
Statement |
Marketing - Sales |
Order - Processing |
Order - Backlog |
Payments |
History |
|
As proposed by
Applitech |
(15)Consultant-wise Client List (2) Sales Order (1) Proposal |
(23) Advt. Response (Media) (22) Advt. Response (Client) (3) Project Plan (20) Expected date of Joining (18) Order Execution Details (17) Resume Sent History (Candidate wise) (16) Resume Sent History (Client wise) (4) Advt. Details (14) Interview Details (client (11) Prospective Candidate (10) Follow-up with “ (9) “ “
with client (6) Interview Schedule (5) One line statement |
(12) Pending OEN (Client/ Consultant / date wise) |
(19)
Compensation Details (7) Invoice |
(21) Client Information (24) Janam Kundli of Client (25) “ “ of Candidate (13) Order History (Client) (8) Project Variance |
|
Additional (including
duplicate ?) Proposed by 3P |
MS/1 · What shopping basket
were received ? MS/2 · How many / which SB got
converted into an order ? MS/3 · How many / which SB has
been answered ? |
OP/1 - Interest Letter OP/2 - Resume Sent OP/3 - Interview Letter Sent OP/4 - Interview Held OP/5 - Order Stages & Order Monitoring OP/6 - Response Received OP/7 - Purchase Order OP/7 - Communication History |
OB/1 - Order Backlog Analysis OB/2 - Order Pending
analysis OB/3 - Load on a
Consultant |
PY/1 - 00P Invoices PY/2 - Cheques Received PY/3 - Invoices Summary PY/4 - Final Payment Tabulation PY/5 - Progress Payment Tabulation PY/6 - Advance Tabulation PY/7 - Customer Outstanding |
HS/1 - Executives Appointed so far HS/2 - Order Executed Analysis HS/3 - Candidate History HS/4 - Client History |
Interview Schedule
 |
|||||
 |
|||||
 |
|||||
·
Confirmation that he /
has
Ø
resigned from current job
Ø
joined new employer
We also like to collect from the candidate, a
copy of his /her Appointment-Letter
(to compare with (Compensation Format” made
available to us by our client)
Product or Services Master
It is impossible to create/maintain such a
MASTER, since, literally, there ae millions of products & services. As a
result, on our website too, we have kept this as a “free text” search
Product Code -
forget coding !
Product or service name ð Same “Product-name” will be spelled slightly differently by different
people !
Designation Master
We have a “Designation Level” master, as a drop-down on our website.
As far as “ACTUAL DESIGNATIONS” is concerned, we have a “Static” page giving
some “Examples” only in case of
IT-Professionals. Of course, this list can be enlarged / expanded from
time-to-time.
As far as “NON-IT (other) Professionals” are concerned, we have neither
a “drop-down” nor a static page, as far as “Actual designations” is concerned –
although, if required, I have prepared one, which runs into, may be 200 / 300.
1.
Designation code One again the problems that we run into are
2.
Designation Name w A
dropdown of 200 / 300, takes too long to “download” & too long to “scroll”,
once downloaded
w When people make “free text” entries,
they spell, same designation differently !
-------------------
Type of communication
·
phone
·
voice-mail
·
“email-to-voice”
·
“voice-to-email”
·
email
·
fax
·
letter
·
SMS message
·
WAP Message
-------------------
As in case of RELIANCE, over a period of time, we would have, some kind
of “rate-contracts” with many companies. Such letters / agreement should be
incorporated here.
Any “Commission” payable to any – associate /affiliate / partner website
/ recruiting agents etc. should, also be incorporated here.
-------------------
As far as “Sales Order” is concerned, Item #9, is the only additional
“data”. If we incorporate item 9 details in “proposal” itself, can we eliminate
the “Sales Order” itself ? we can simply say that “schedule dates (or rather No. of days) are form the date of
receipt of client’s confirmation of our
proposal accompanied with cheque for advance !
One would assume that the client – confirmation is accompanied with “advance
/ minimum search fees” in which case item #11, become relevant. But quite often
advance is received much later. In the meantime Order Execution process has to
start.
May be we should modify Item #11 as
|
|
|
Requested |
Received |
|
11.1 11.2 11.3 |
Advance Amount date |
|
|
This is, provided, we see a definite advantage in issuing a “Sales Order”.
I cannot see such an advantage !
If anything, client’s
CONFIRMATION of our “”proposal” itself can be treated as “Sales Order”.
Quite often, client confirms our proposal / terms orally & asks us
to start work. Probably this happens in 80% of the cases !
-------------------
Is this schedule any different than item #9 on preceding page ?
Is this schedule for more “detailed” & for “internal use” only? (as
compared to what is stated in sales order? )
This is a must.
Suppose client request a change ? Especially if client wants an
indefinite or very long “Postponement”
in filling-up the vacancy, we cannot keep the “order” OPEN for ever ! In such
an event, after giving due notice (written) to the client, we must have a
provision to treat the project as CLOSED.
Or “client confirmation of Proposal”
(Preliminary Interview dates)
In every screen, we should try to
capture the mobile phone. No. of clients & candidates, Since, our first
choice would be to SMS /WAP messages, failing which to send emails.
-------------------
(along with Preliminary Interview Evaluation Sheets)
(final interview with client ?)
What about ?
·
Issue of Appointment Letter – date
·
Proposed date of joining (to get automatic reminder for sending final
payment invoice)
·
Actual date of joined.
·
Amount & Date final payment
received.
-------------------
System should also permit the too able to make direct payment to the
Advt. Agency – if so agreed by us. This should be the preferred mode
Reimbursement – Mode has the danger that we have to first pay the
Advt- Agency
But
Client may not reimburse us that Out-Of-Pocket Expense for many months
thereafter ! So, quite often, atleast with, unknown / small clients, we must
insist on getting full media-cost in ADVANCE Out-of-Pocket Expense, before
going ahead with release of advt.
Then there are cases (eg. iRISE), when we ourselves bear the cost of
Advt. there must be provision for this.
These are often sent in 2 stages:
-------------------
Ø After internal
database-search & shortlisting of potential candidates
Ø After Preliminary
Interviews of a few candidates. Question of Score sheets comes only in this
stage.
There should be some built-in
mechanism, whereby, WE (but not, client) are able to identify (from Candidate
Listing), those executives whose resumes have been received from
Ø Partner websites (which ?)
Ø Colleges ( “
)
Ø NACT Member (
“ )
Ø Cyber Café ( “
)
Ø Asso. Recruitment
Agencies ( “
)
7. Which ALLY ?
This is MOST IMPORTANT for transparency of all our Marketing Programs !
We want Cyril, to pick-up, these details & upload on PATNER
STATISTICS pages, so there is NO SECRECY. In fact, “Which ALLY” should get
downloaded with PEN from website, in first place !!
-------------------
One must not wait till candidate joins, to
collect compensation details. Using the standard format (Compensation) calculation
format, enclosed with our “Proposal”), this
information should be collected
as soon as APPOINTMENT LETTER is issued (so related document is
Appointment Letter). Our proposal contains a “condition” that the client shall
send us a copy of the Appointment Letter as soon as it is issued. (May be this
condition, should be printed in bold / italics). This means, as soon as either
client or candidate inform us (over phone) that
an Appointment Letter has been
ISSUED, consultant must immediately send an automatic / standard email,
requesting, both client & candidate, to send us copies of Appointment
Letter, for comparison.
-------------------
1)
Appointment Letter
2)
Compensation Details Format
3)
Our Proposal (which contains “Terms”)
VISIBLE PORTION (of Invoice)
·
Name of person appointed
INVISIBLE PORTION (of Invoice)
Must also contain following info.
·
Designation – Level
·
Function in
which appointed
·
Industry
In previous company
·
Industry
·
Function
·
Designation Level
·
Last drawn salary
This INVISIBLE PORTION will not get printed but will be stored & can
be seen by 3P in a database
-------------------
|
Consultant: |
||
|
Assignment
Date: __________ __________ __________
DD MM YY |
||
|
|
||
|
|
Old Company |
New Company |
|
Designation
Leve |
|
|
|
Function |
|
|
|
Industry |
|
|
|
Salary |
(While Leaving) |
(Offered) |
|
Company Name |
|
|
Compilating of this data about each and every candidate appointed, is
very vital from the view-point of MIS.
-------------------
Outcome Is
this where consultant will record / type the client-feedback ?
|
Activity |
|
Targeted Completion Date |
Actual Completion Date |
Variance ( + / - ) Days |
|
selected from drop down |
|
This should be picked-up form Sales Order |
This will be entered by consultant |
This will be computed auto. |
-------------------
What about fax / MS-WORD ? /
Unimobile ?
·
This no. will keep growing
·
Standard “Templates” should be
capable of being copied / modified /
customised
It could be
·
Client
·
Corporate
·
Any jobseeker (Member)
·
Non-member
·
Expert
etc.
-------------------
MANAGEMENT PRINCIPLE
Ø Speed is the essence
BUSINESS RULES
·
Each shopping -basket must be answered (send proposal / terms) with 24
hours
·
The ABC order-execution
activity shall take no more than XYZ days
·
All order must be executed within XYZ days
·
Invoice must be raised within _________ days of receipt of Appointment
Letter
·
Outstanding Amount shall not exceed _________________ days of Sale
(speed of collection)
INFORMATION REQUIRD (OUTPUT STATEMENT)
Ø ADDRESS FOLDER (Phone / Mobile / Fax / email / Add)
Ø (Allies / Clients / Corporates /
Members / Non-Members)
DECISIONS
IT WILL HELP TAKE
Ø To send out individual messages /
communications
Ø To send-out MASS-MAILERS
3P ORDER EXECUTION SYSTEM
 |
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