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
HC 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