APPLITECH

APPLITECH

Tapan - Jayant - Neeraj

Welcome to Mumbai & to 3P.

I will join you in the afternoon. You can spend the morning with Nirmit/ thakur/ Mitchelle, who will give you an overview of how we conduct our business currently. They will give your "samples. Specimen" of all forms / statements / screens that we use at present and what are the limitations of each of these.

They will certainly tell you what data/ information we need (on the top / at our finger tips) to enable us to take

TIMELY & INFORMED DECISSONS & ACTIONS

 All of you can use enclosed "lists" to kick - off discussions & note down precise "System Requirements".

 In the afternoon, I will spend time with you to shave my thoughts on "HOW WE SHOULD CONDUCT OUR BUSINESS IN FUTURE"

 h.c.parekh

Names

• Company (overall / group / division)

• Client Company ( " " )

• Executive (non-member)

• Executive (member)

• City (present / preferred / posting)

• Country ( " " )

• Street

• State

• Currency

• Interview Expert Name

• Concerned Consultant Name

• Password

• Username

For Org. Chart

• Personnel Chief's Name

• Chief Executive's Name

• Boss's / Supervisor's Name

• Subordinates' Names

• Colleagues' Names

• Current Designation (level)

• Current Designation (actual)

• Data Source (Media / Directory etc.)

• Position / Vacancy Name

2. Numbers

• Phone

• Fax

• Mobile

• Email

• PIN

• PEN

• Executive Search Request

• Shopping Basket

• Job Advt.

• Purchase Order (from Clients)

• Purchase Order (for supplies from Vendors)

• Invoice (all types)

• Company Code No.

• Client Code No.

• Invoice (from suppliers)

• Challan / GRN

• Cheque (Incoming) / D→D

• Cheque (Outgoing) / D←D

• Cost Centre (internal)

• Employee No. (Salary Payment)

• Marks / GPA

• Total Months’ Service / Total Exp.

• Semester No. / Year-of-study No.

• Passport

• Salary Amount

• Vacancy No. / Position No. (within or purchase order)

Since invoices will be raised vacancy-wise, at different points of time, for appointment of different candidates.

• “3P – Membership” Number

(Continued: Numbers)

• Activity Number / Name

• Consultant Number / Name

3. Dates (Numbers)

• Birth-date

• ESR "

• PO "

• Invoice "

• Year of Passing / Graduation / Degree

• Year of Salary

• Joining Date / Working Since

• Leaving "

• Resume (submitted) date

• Shopping Basket "

• Inquiry (oral) "

• Availability "

• Passport Expiry "

• Search Date (Resume Database Search)

• Targeted Assignment Completion Date

• Order Acknowledgement Date

• Interview Dates (Prelim / Final)

• Interview-call Letter Date

• Interest Letter Date

Masters

• Edu. Level

• Industry - Names

• Function Names (Dropdown)

• Desig. Level Names

• Actual Designations (static)

• Skills

• Universities (None)

• Colleges ( " )

• Branch / Discipline / Subjects ( " )

• Products / Services ( " )

• Language ( " )

Status (Admin Tools?)

• Sex (M / F)

• Marital (Married / Bachelor / Widow)

• Citizenship (Indian / Foreigner / NRI)

• Visa Type

• Mode (A = Advt. / D = Database Search / H = Headhunt)

• Rating

  • A = Excellent

  • B = Good

  • C = Fair

  • R = Reject

  • P = Potential fit
    (Company's Name)

• Client Status

  • Casual / Regular / 3P Club-Member

• Credit Status

  • Strictly on advance

  • Without advance

  • Rotating / Perpetual Advance

• Client’s “Remote Access” Status

• (Access to Order Execution Module over extranet / internet)

• (Yes / NO)

Forms

• Resume (5 types)

• Resume Search

• Short Display

• Full Display

• Inquiry (Shopping Basket)

• Resume Edit

• Job Advt. Posting

• “Candidate Alert” Posting Form

• “ ” Intimation “

• Corporate Profile (Janam Kundli)

• Candidate “ ( " )

• Non-Member “ ( " )

• Job Search

• Job Advt. Display

Invoice Forms

• Advance / Minimum Fees

• Progress Payment

• Final Payment

• Out of Pocket Expense

• Misc. “Services Rendered”

• SW Caliber Skill Test Fees

• Our “Commissions” due

• Invoice Amount Calculation Form

• Interview Assessment / Evaluation Form

• Interview Schedule Form

• Client Feedback Form (email?) (See note on “external follow-up”)

Additional Operational Items

• One-line Statement

• Truncated / Converted Resume

• No. of Resumes sent so far to a client

• No. of Candidates interviewed so far

• Order Status

• Standardized “Questions” (client / corp. / candidate / assoc.)

• “Answers” ( " )

• Standard Model:

  • Prof. Terms / Conditions

  • Quotation / Offer

Month-End Order Backlog Statement

• Industry Wise

• Function Wise

• Desig. Level Wise

• Chronology Wise

• Consultant Wise

• Order Value Wise

• “Proposals / offers sent so far” History

  • (Client Wise / Consultant Wise / Ind. / Func. / Desig.)

• All Executives Appointed So Far

  • (Client Wise / Consultant Wise / 2nd Wise / Func. Wise / Desig. Wise / etc.)

• Tabulation of all “Correspondence”

  • Letters / Email / Fax / Phone

  • (Client Wise / Consultant Wise)

• Overdue Payments

• Tabulation of all Invoices so far

• Who Attended Interview (for each order)

• Shortlists (Search Results) of Candidates

Tabulations / Statements (Cont’d)

TS/2

Day-end / Weekend
"SELF REMINDER SCREENS"

• ▶ Resumes remaining to be entered in Module 1
  (incl. email/webforms/typed) — EPP / Supervisor

• ▶ ESRs against which Offers / Nominations yet to be sent / Shopping Basket

• ▶ Interview-call letters remaining to be sent — Consultants

• ▶ Interest letters remaining to be sent — Consultants

• ▶ Resumes remaining to be sent

• ▶ One-line statement

• ▶ Invoices remaining to be sent — Accountant

• ▶ Bills — " " — paid

• ▶ Payments — " " — collected

• Interview Follow-Up Module (7 screens)

• 10 standard statements

History

• Clients

• Corporates

• Members

• Non-Members

• Exec. Search Requests / Shopping Baskets

• Proposals / Offers

• Purchase Orders

• Resumes sent (to one corporate)

• Resumes sent (of one member)

• Order Backlog (different ways)

• Outstanding payments (different ways)

• Online headhunts carried out

  • “Job Advt.” posted (summary)

  • “Shopping Baskets”

• Executives appointed so far

• Orders executed so far

• All correspondence (client-wise)

• All queries & answers given (client-wise / candidate-wise etc.)

• Interviews

• “Job Alerts” sent out

• “Candidate Alerts” sent out

• Market-promotion letters / emails

• No. of applications / resumes received against HOT JOBS / ADVERTISED JOBS

• Who (which) / how many candidates attended each interview (each assignment)

---

Standard Communication & Templates

• Terms / Offer / Conditions

• Request: Interested?

• Interview-call letter

• “ ” – result

• “ ” – confirmation received (to clients)

Covering Letters for:

• ▶ Order Confirmation

• ▶ Invoice

• ▶ Outstanding Statement

• ▶ Shortlists of Resumes

• ▶ Media (Advt.) Cost Estimate

• ▶ One-line Statement

• ▶ Interview Confirmation State

In short, if any statement / tabulation / form etc. is required to be sent (by post / fax / email) to any:

• Corporate

• Client

• Candidate

• Associate / Allies / Affiliate etc.

Then, in each such case, a
STANDARD / MODEL COVERING LETTER
should get attached, when activated by a Consultant.

Of course, consultant would need to enter the “variable” data/info into the standard template — also modify the letter if desired.

CMT / Michelle to prepare & make available all such STANDARD LETTERS

INFO. REQD (OUTPUT STATEMENT)

MS/1

▶ What shopping baskets (online) were received:

• On any given date?

• For any given period?

• For any given consultant?

• From any given client co.?

• From any given “Industry”?

• From any given “Function”?

• For any given “Designation-level”?

• From any given City / Region / Country?

DECISIONS IT WILL HELP TAKE

▶ How are online “inquiries” (i.e., shopping baskets) behaving? Going up/down?

▶ Do we need additional resources to handle increasing inquiries?
Do we need to hire more “Industry-specific” consultants?

▶ Do we need to open office / appoint franchisee / associate in any particular city / region / country from where a large no./% of shopping baskets are originating?

INFO. REQD (OUTPUT STATEMENT)

MS/3

• ▶ How many shopping baskets have been “answered” (i.e., proposal/terms sent)?

• ▶ How many remaining to be answered?

• ▶ 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

• ▶ What are reasons for building up of a “backlog” — if any?

• ▶ Which consultant is in “arrears”? Why? — Reasons?

• ▶ Do we need to “re-allocate” industries allocated to each consultant?

• ▶ What/how to reallocate if a given consultant is going on leave / resigns?

INFO. REQD (OUTPUT STATEMENT)

PY/1

▶ “OUT-OF-POCKET” EXPENSE – INVOICE SUMMARY
Client-wise / Value-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?

INFO. REQD (OUTPUT STATEMENT)

PY/2

▶ PAYMENT CHEQUES RECEIVED HISTORY
Overall / Client-wise / Date-wise

---

DECISIONS IT WILL HELP TAKE

• • Client-wise / Invoice-wise, cheques received – to help send out statements to clients (Confirmations)

• • Assist in clarifying over phone what payments have been received against which invoice

• • What payments are still TO BE RECEIVED against each invoice

• • What cheques (payments) are overdue

• • “Promises Made” column – to enter the date client has promised to give cheque, so that computer automatically reminds accountant on that date

INFO. REQD (OUTPUT STATEMENT)

MS/2

▶ How many / which shopping baskets got converted into an order?

• How long did it take from:

  • Receipt of shopping basket

  • Sending of proposal / terms

▶ Which / how many shopping baskets 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

• ▶ 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)?

• ▶ What can we do in each of these cases?

• ▶ Are any policy changes warranted?

• ▶ Should we “revive” the case?

• ▶ Should we make an “exception”?

INFO. REQD (OUTPUT STATEMENT)

MS/3

▶ How many shopping baskets have been “answered”
(i.e., proposal/terms sent)?
▶ How many remaining to be answered?
▶ 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

• ▶ What are reasons for building up of a “backlog” — if any?

• ▶ Which consultant is in “arrears”? Why? — Reasons?

• ▶ Do we need to “re-allocate” industries allocated to each consultant?

• ▶ What / how to reallocate if a given consultant is going on leave / resigns?

INFO. REQD (OUTPUT STATEMENT)

PY/1

▶ "OUT-OF-POCKET" EXPENSE – INVOICE SUMMARY
Client-wise / Value-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 the balance?

• • Is there a dispute?

INFO. REQD (OUTPUT STATEMENT)

PY/2

▶ PAYMENT CHEQUES RECEIVED HISTORY
Overall / Client-wise / Date-wise

---

DECISIONS IT WILL HELP TAKE

• • Clientwise / Invoicewise, cheques received
  To help send out statements to clients (confirmations)

• • Assist in clarifying over phone what payments have been received against which invoice

• • What payments are still TO BE REC against each invoice

• • What cheques (payments) are overdue

• • “Promises Made” column – to enter the date client has promised to give cheque, so that computer automatically reminds accountant on that date

INFO. REQD. (OUTPUT STATEMENT)

PY/3

▶ INVOICE SUMMARY TABULATION

• Clientwise

• Consultantwise

• Overall

• Valuewise

• Datewise
  (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 / blacklisting – action to be taken

• • Find which client delays payments & by how much

INFO. REQD (OUTPUT STATEMENT)

PY/4

▶ “FINAL PAYMENT” Tabulation
(Value-wise / Date-wise)

---

DECISIONS IT WILL HELP TAKE

• ▶ How much final payment (after adjusting “advance” & “progress payment”) is due / overdue — from whom, when?

• ▶ How to follow-up? Who shall follow-up?

INFO. REQD (OUTPUT STATEMENT)

PY/5

▶ “PROGRESS PAYMENT” Tabulation
(Value-wise / Date-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?

INFO. REQD (OUTPUT STATEMENT)

PY/6

▶ ADVANCE / MINIMUM SEARCH FEE / RETAINER FEE TABULATION
(Value-wise / Datewise)

---

DECISION 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 should wait till advance is received? Or start work?

• • Whether we have, in a particular case, agreed to work without advance?

Page PY/7

INFO. REQD (OUTPUT STATEMENT)

• CUSTOMER OUTSTANDING PAYMENTS
  (Ind / Func / Desig. level / 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 the chapter? Accept lesser amount?

• Should we send a legal notice? When?

• Should we “black-list” the client & regret his future inquiries/shopping baskets? (Black-listing should “disallow” sending of proposals/terms to a client)

HS/1

INFO. REQD (OUTPUT STATEMENT)

• “EXECUTIVES APPOINTED SO FAR”
  Summary

  • Industry-wise

  • Func-wise

  • Desig. level-wise

  • Client-wise

  • Date-wise

  • Billing Amount-wise (Descending order)

  • Overall

DECISIONS IT WILL HELP TAKE

• To send out promotional letters to chiefs of any given Industry (names of executives appointed must be hidden; also letter must not be sent to that very company from whom we had lured/pinched that executive! Then promotion will boomerang!!)

• To help in “Advertising Matter” (to bolster our “claims”!)

• To approach/write to these very executive (whom we appointed anywhere/anytime) for:
  ► recommending someone
  ► giving us “business” from his new company/employer

HS/2

INFO. REQD (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 clients vs. order values (cumulative)

• Where are most orders coming from? (Ind / Func / Desig / Region-wise). Where should we focus our efforts?

• Are we putting all (or too many) of our eggs in one basket? Is our 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-Conf. facility to a client who, for example, gave us Rs. 50 lakh business last year?

HS/3

INFO. REQD (OUTPUT STATEMENT)

• CANDIDATE HISTORY (Janam Kundli)

DECISIONS IT WILL HELP TAKE

• Which (company’s) interviews did he attend? Which he did not? What are the type of jobs/companies that he “prefers”?

• What functions/design 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 edu. / 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?

INFO. REQD (OUTPUT STATEMENT)

• CLIENT HISTORY (Janam‑kundli)

DECISIONS IT WILL HELP TAKE

• Is this client giving us regular/profitable business through repeat orders?

• Should we develop specific policy/procedure in dealing with this client? What should that be?

OB/1

INFO. REQD (OUTPUT STATEMENT)

• Overall order‑backlog analysis
  (month‑end or at any point of time)
  • Ind‑wise
  • Func.‑wise
  • Desig. level‑wise
  • Chronological (Descend)
  • Client‑wise
  • Consultant‑wise
  • Order Value‑wise (Descend)
  • Salary‑wise

DECISIONS IT WILL HELP TAKE

• Trend‑Analysis (which sector/function etc.) is booming. Website‑based online “guidance” of jobseekers & recruiters.

• Internal “re‑deployment” 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 there is an immediate likelihood of “wasted/underutilised” resources. We must maintain a “healthy” backlog at all times by adjusting our INPUTS/RESOURCES.

OB/2

INFO. REQD (OUTPUT STATEMENT)

• How many orders are pending (at any given moment) from a particular client? – Arranged:
  • 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/tying‑up our resources?

• Shall we “re‑allocate” these pending orders? Amongst whom? (will require informing client).

OB/3

INFO. REQD (OUTPUT STATEMENT)

• What is the load/backlog on a given consultant? How “booked” is he/she? How long will it take him to clear the backlog? How many orders is he handling simultaneously at this point of time? As per normal schedule, when are each of these orders likely to be completed? Is he/she overloaded/underloaded?

DECISIONS IT WILL HELP TAKE

• Re‑arrange 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

INFO. REQD (OUTPUT STATEMENT)

• Interest‑Letters

  • sent out

  • to be sent
    (inquiry‑wise)

DECISIONS IT WILL HELP TAKE

• Aggressive follow‑up

• Automatic reminder

OP/2

INFO. REQD (OUTPUT STATEMENT)

• Resumes (Search‑Results)

  • already sent out

  • remaining to be sent
    (order‑wise)

• One‑line statements

DECISIONS IT WILL HELP TAKE

• Aggressive follow‑up

• Automatic reminder

OP/3

INFO. REQD (OUTPUT STATEMENT)

• Interview‑Call letters

  • sent out

  • remaining to be sent

  • confirmations received

  • confirmations remaining
    (order‑wise)

DECISIONS IT WILL HELP TAKE

• Aggressive follow‑up

• Automatic reminder

OP/4

INFO. REQD (OUTPUT STATEMENT)

• “Interviews Held” Summary
  (overall, chronological / client-wise)

DECISIONS IT WILL HELP TAKE

• Who got interviewed, when, by whom, for what position/vacancy, and what was the outcome/result?

• Did any interview result in anyone getting:

  • shortlisted (for further interviews)

  • 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?

OP/5

INFO. REQD (OUTPUT STATEMENT)

• At what stage is a particular order?

• Is it progressing/preceding as per pre‑decided schedule? Are we ahead/behind schedule?

  • Committed by consultant (internally)

  • Committed to client (externally)

DECISION IT WILL HELP TAKE

• Advise client of delay / revised schedule

• Change priorities of consultant

• Transfer to another consultant

• Provide additional “help” to consultant

OP/6

INFO. REQD (OUTPUT STATEMENT)

• “RESPONSE RECEIVED” Tabulation.
  This will cover:

  • Vacancies/positions at 3P

  • Hot Jobs

    • only put up on our website by ourselves for a client

    • first advertised in print & response invited through our website

DECISIONS IT WILL HELP TAKE

• Who/how many applied

• Online “rating” / shortlisting / segregating rating-wise / position-wise / city-wise

• Sending out interview‑call letters

• Printing one‑line statements for sending to client

OP/7

INFO. REQD (OUTPUT STATEMENT)

• 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 time‑wise / expense‑wise? How can we use this “feedback” to improve our estimates in future / make them more realistic?

• What should be our future strategy / policy / terms in dealing with this client? What lessons did we learn from this order which are:

  • generally applicable to all future orders from all/any clients

  • specifically applicable for future inquiries from this client

• Was “yield” commensurate with our efforts?

OP/8

INFO. REQD (OUTPUT STATEMENT)

• Communication HISTORY

(diagram with branches labeled: ALLIES → CLIENT; COMPANY → ANYOTHER; PERSON → MEMBER / NON‑MEMBER)

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 colored string.

• Ball is in whose “court”? What action/response is expected of us / expected from them?

• History‑folder should open simply by typing the name of person and/or company / ally.

To:
  Tapan (Applitech – A'bad)
Cc:
  Ravi (Applitech – A'bad)
  Sudhakar (Applitech – Mumbai)
  Mr. Nagle, Mr. Cyril Ovely { Mumbai }

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Order Execution System (OES)

I refer to our several meetings 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 statements (once again, may not be comprehensive).

On a separate chart, I have also tried to tabulate your statements & my statements under some broad categories. This chart will bring-out the duplications and those which,

• occurred to you but not to me

• 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), from which you will construct these “summaries”.

I have not attempted to prepare a list of the “INDIVIDUAL STATEMENTS”.

Further, 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, is something you should decide.

As far as we are concerned, we need to take some

• tactical / operating decisions

• strategic / policy decisions

So, what I have done is to list the types/kinds of “decisions”, that we have to take day-in & day-out. It is dynamic “course correction” all the time.

Now, if “relevant/up‑to‑date/historical” info is readily available/accessible at finger‑tips, then the decisions taken tend to be SMARTER.
But if relevant info is absent/incomplete, the decisions tend to be POORER.

---

Let me know if you'd like me to continue transcribing the remaining pages (4–6), or if you'd like these organized into a structured format or spreadsheet!

So,

your job is to figure out,

“What info (fields) will be needed by 3P to be able to take SMART DECISIONS?”

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 fingertip/one glance) to take the decisions.

As far as using Crystal Report / Oracle Discoverer is concerned, both Mr. Nagle & Mr. Cyril Ovely 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,

• Wherever possible (to the extent possible), we should “freeze” the design of each output statement in advance.

• Only in case, where absolutely necessary to construct a “customised” 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 desired OUTPUT STATEMENTS) is concerned, it should not be looked‑upon in isolation but it should be read in conjunction with my following earlier notes:

• Note dt. Aug. 24, 2000 (our original order)

• Note dt. Sept. 14, 2000 (our revised order)

• Your revised offer dt. 12/9/2000 (and the discussions on features listed on p. 13)

• My email of Sept. 20 to Ravi

• My note given to you on Oct. 5

I now await your detailed report.

With regards,
(signature)

P.S. Also find enclosed my remarks on various pages of “REQUIREMENT CATALOGUE” which was handed over to Nismit on Oct. 5.

cc:
Nismit
CMT
AMB
Mitchelle
} Only your own intense interest/involvement/interaction with Applitech team, will lead to a satisfying solution.