Hi Friends,

Even as I launch this today ( my 80th Birthday ), I realize that there is yet so much to say and do. There is just no time to look back, no time to wonder,"Will anyone read these pages?"

With regards,
Hemen Parekh
27 June 2013

Now as I approach my 90th birthday ( 27 June 2023 ) , I invite you to visit my Digital Avatar ( www.hemenparekh.ai ) – and continue chatting with me , even when I am no more here physically

Tuesday 17 January 2023

ORDER EXECUTION SYSTEM

 

20-10-2000

Mitchelle

CMT

Nirmit

AMB

------

 

                                                                                ORDER EXECUTION SYSTEM

You already have a copy of folder send by APPLITECH, containing 80 output statement formats.

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

 

Enclosed find some “re-grouping” of these statements. This has been done keeping in mind some broad/logical categories.

 

To  get a “bird’s -eye” view (at a glance), I have cut & pasted these  (group-wise) on separate sheets.

 

This arrangements will help you spot (quickly)

ð  Whether there is any duplication

ð  Whether you need to add any

ð                                  delete any

Not only that,

You need to carefully scrutinize 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 FORMAT, once frozen (may be one yeaqr later but not before)

 

Any change-request late will const us, in terms of money as well as time (delay0.

 

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

 

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 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

 

Text Box: I would highly appreciate your suggestions/commentsHC Parekh

Cc: Mr Nagle

Cc: Mr. Cyril Ovely

 

 

 

 


 

PENDING ORDERS STATUS

(Overall / Chronological)

Srl. No.

SON & Date

Client

Position

Vacancy

Industry

Function

Designation Level

Consultant

Estimate Billing value

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

From this one statement, statement Nos 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

 


 

# 17 of List B

EXECUTIVES APPOINTED SO FAR

(Chronologically (Complete List)

Srl. No.

Sales Order No. Date

Date of Joining (Chronologically

Executive Name

Last  Co.

Industry.

Function

Designation

Salary

New Co.

Industry.

Function

Designation

Salary

Bill Amount

Consultant

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                                                                From this, extract statement #15 & #16


 

ORDER TRACKING – ORDER WISE

Client:

Vacancy:

SON/Date:

Consultant:

Branch:

Proposal No./Date:

S

T

A

G

E

Resumes

Delivery

Preliminary

Interviews (By 3P)

Final Interviews

(By Client)

Issue of Appointment Letter

Candidate Join

Payments

Adv

PP

Fin

 Cop

Target Date

 

 

 

 

 

 

 

 

 

+

-----

-

 

 

 

 

 

 

 

 

 

 


 

HOT JOB ADVT RESPONSE ANALYSIS

 

Client:

Vacancy:

SON/Date:

Consultant/Branch:

Proposal No./Date:

Web Advt. No.:

 

When Advt.

In print ? (Date)

When uploaded on website (Date)

Total Applications Received

Rated

No.

Called For Preliminary

Interview

Final

 

 

 

A            

B            

C            

R            

 

 

 

 

 

 


 

INTERVIEW HELD SUMMARY

(CHRONOLOGICAL)

FOR PRELIMINARY INTERVIEWS BY 3P

 

Srl. No.

Who got Interviewed

(PEN)

For Which Position ?

For Which Client ?

Name

Sales Order

By Whom ?

&

When ?

(Date)

Outcome

o  Rejected

o Recommended

 

Remarks by Consultant Concerned

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Item #8 (at bottom of list B)

 

INTERVIEW HELD SUMMARY (CHRONOLOGICAL)

FOR FINAL INTERVIEWS BY CLIENT

 

Srl. No.

Who got Interviewed

(PEN)

For Which Position ?

By Which Client ?

(Co. Name)

Who Interviewed

&

Date

Interviewed

Outcome

o  Reject

o Hold

o  Selected

 

 

Remarks by Consultant Concerned

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Item #8 (at bottom of list B)


 

INTEREST LETTER

Srl. No.

Sales Order No.

Date

Client Name

Vacancy

Date Letters Sent

To whom Sent ?

(PEN)

Response

Y / N

Consultant

Responsible

1

 

 

 

________

________

 

 

2

 

 

 

________

________

 

 

 

 

RESUMES SENT

(# 45 of List B)

Srl. No.

Sales Order No.

Date

Client Name

Vacancy

Date on which Sent

Whose Resume Sent ?

(PEN)

Whether Client shortlisted

 

Consultant

Responsible

Y

 N

1

 

 

 

- - - - -  - -

- - - - -  - -

- - - - -  - -

 

 

 

 

2

 

 

 

- - - - -  - -

- - - - -  - -

- - - - -  - -

 

 

 

 

 


 

INTERVIEW CALL MESSAGES

 - PRELIMINARY INTERVIEW BY 3P

Srl. No.

Sales Order No.

Date

Client Name Vacancy

To Whom

Sent ?

(PEN)

How Sent ?

o

o

o

When Sent ?

(Date)

Confirmed ?

Consultant

 

 

 

- - - - -  - -

Letter

 

 

 

 

 

 

- - - - -  - -

Phone

 

 

 

 

 

 

- - - - -  - -

Fax

 

 

 

 

 

 

- - - - -  - -

WAP

 

 

 

 

o Re = Requests Another Date

 

INTERVIEW CALL MESSAGES

- FINAL INTERVIEWS BY CLIENT

Srl. No.

Sales Order No.

Date

Client Name Vacancy

To Whom

Sent ?

(PEN)

How Sent ?

o

o

o

When Sent ?

(Date)

Confirmed ?

Consultant

 

 

 

- - - - -  - -

Phone

 

o Y

 

 

 

 

 

- - - - -  - -

Phone

 

o Y

 

 

 

 

 

- - - - -  - -

Voice -Mail

 

o Re

 

 

 

 

 

- - - - -  - -

SMS

 

 

 

 

o Re = Requests Another Date


 

SALES ORDER POST - MORTEM

Client:

Vacancy:

SON/Date

Consultant/Branch:

Proposal No/ Date

CHECK – LIST

 

Parameter

1

Did order get executed within time-frame promised to client ?      

Yes         o

No          o

2

If  [No],

Reasons for delay?

Unavailability of Candidates                        o

We underestimated time                             o

Client delayed decisions                                o

Candidate rejected off                                   o

 

 

Client could not agree to                              

Candidate’s salary demand

Client could not offer house                        o

Candidate could no be relieved in

time (by former employer)

Candidate delayed decision                         o

Candidate reneged (backout)                     o

Consultant quite halfway                              o

Our follow-up was poor                                 o

Children’s school-admission                        o

Client did not make

timely payments

Very poor response against Advt.              o

 


 

ORDER TRACKING – SUMMAR

(CHRONOLOGICAL)

       Sales Order No.

 

 

 

 

Date

 

 

 

 

Activity

Target

Act

Target

Act

Target

Act

Target

Act

Resume Dely.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Preliminary Interview

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Final Interview

 

 

 

 

 

 

 

 

1

 

 

 

 

 

 

 

 

2

 

 

 

 

 

 

 

 

3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Issue of Ap. Letter

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Candidate Join

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Payment

 

 

 

 

 

 

 

 

                ● Advance

 

 

 

 

 

 

 

 

                ● PP

 

 

 

 

 

 

 

 

                ● FP

 

 

 

 

 

 

 

 

                ● OOP

 

 

 

 

 

 

 

 

Client Name

 

 

 

 

 

 

 

 

Vacancy

 

 

 

 

 

 

 

 

Salary Offered (PA)

 

 

 

 

 

 

 

 

Est. Billing

 

 

 

 

 

 

 

 

Act. Billing

 

 

 

 

 

 

 

 

Consultant

 

 

 

 

 

 

 

 

Branch

 

 

 

 

 

 

 

 

 

 


 

COMMUNICATION HISTORY

Voice Mail

Letter (Add):

Incoming From Party

Date of Message

Outgoing to Party

Message

Mode

Mode

Message

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 





































































 

No comments:

Post a Comment