Quote, accept and ship [a product]

Showcases:(1) “how to create and run a simple business process”

(6 steps in 30 minutes)(2) “how to create and run a “complex” business process”

(in 10 – 14 hours)

Create code-free applications: the sales process

This presentation reflects older releases of Harmony – it will be updated soon (after release 3.1)

The last slide there are references to more recent materials

Case 1: sell garden furniture online

1. An Internet user selects a product– And a quote is presented

• on the web page / user interface prompt• sent by email

2. [Internet] user is asked to accept– through the user interface– by activating the email (link)

3. Warehouse employee ships the product– If internet user accepts

A three step processCompany selling & shipping goods,

internet user buying goods

1st step select product

1. Data from product file is used to validate entry

2. Price is immediately displayed

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2nd step customer accepts (online)

Decision support displays next activity/step (including who has to do this step)

1. Total price calculated from an expression2. Accept quote = yes ”fires” next process [shipping]

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2nd step: customer accepts using email

(email is alternative for “online” – see slide customer online view)

3rd step: ship the product

1. Work item is in “warehouse” queue2. Process details

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CREATING YOUR 1ST APPHow to configure this simple 3-step process

Needed to support the sales process

1. Three (3) screens / dialogs• Select product• Accept the quote• Ship the productWe need to control the dialog flow (one screen to the other)

2. One (1) Product file• Containing the products

3. One (1) Email • (template) to ask buyer to confirm the quote

4. One (1) calculation 5. Access to the application and data (authorization)

– Buyer versus seller (and shipper)

the specifications

Step 1: create 3 screens / dialogs

Step 1b – control the flow

The rules are “self-explanatory”Rule 10: show “Acceptance” when a total price existsRule 20: start “Shipping” when [the customer] accepts the quote

Step 2 create Product file

Create, or import. as many products as you want ….1. and as many fields as you want

Step 3 create the [e-mail] template

Harmony has a built-in template function

Step 4 create one expression

Step 5 authorize

Create groupsCreate your users, assign them to groupsSpecify who can start the 1st step (Customers and Sales)

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Step 6 Generate your app

On the Harmony menu

Select uploadYour app will be ready in 30 seconds !

That’s all

You think you can do this (in 30 minutes) ?

ADDED FEATURESWhat you don’t have to do – but what Harmony does for you

All steps are assembled

You’ll be able to see all Quotes which have been created and waiting for acceptance

Email pre-view

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Point your mouse at the email – and the contents are displayed

All case data is accessible

Harmony collects and time stamps all data and records all user access to the case

Configuration overviewsimple app

Part Number of Total rows

Rules 5 (15) -

Dialogs (process steps) 3 (8) 85

Reference files 1 (4) ??

MDT none (1)

DT none (2)

Expressions 1 (10)

Templates 1 (2)

Groups 4 (5)

Configuration time (hours) < 1 (4)

(in brackets) is the estimate for a fully developed version

MDT = multi-dimensional decision table.

Quote, accept and ship [a product]

Showcase #2 “how to create and run a “complex” business process”

(in 10 – 14 hours)

Flowchart of this process

Case 2: sell bedroom furniture online

1. An Internet user selects a product– We’ll prompt for his customer details– We’ll ask him if he wants to create a customer record– The quote is presented

2. Internet user is asked to accept the quote– We add a “later” option (and remind him/her)

3. Internet user is asked to accept the license terms– If no shipping address specified: we’ll prompt for this

4. The minimum stock (warehouse) is checked– a purchase order is generated in case stock is too low

5. Goods are shipped [from the warehouse]– Shipped qty can differ from ordered qty

Case 2: sell bedroom furniture online

6. Prompt user with a “thank you” screen– User can specify “contact me”

7. The contact form is displayed [to the user]8. A response is required [by the sales dept]9. User has access to the Customer file10. User has the option to delete case data

– In case he/she hasn’t ordered

11. We’ll add all users to a file– Accessible in a spreadsheet

1st step – select a product

1. Data from product file is used to validate entry

2nd step: customer accepts quote

User can delay …… system prompts for reminder

(2nd step) customer recieves email

Standard Harmony function – email access

(email is alternative for “online” – see slide customer online view)

3rd step customer to accept License terms

If previously no shipping address has been entered the system will prompt user for this

The seller has overview of all tasks

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After the license terms have been accepted – 2 steps/tasks are triggered:

The last step “thank you”” for the customer

Shipping the product by the warehouse

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4th step generating a PO

The system automatically generates a PO (to be completed by purchasing dept)

5th step warehouse ships the product

Note: All goods to be shipped are in “warehouse” queueIn case a logistics company fulfills the delivery – they would have accessWith ‘small’ companies, like retailers, the seller has multiple roles

6th step: Thank you

1. “check” box in case you want to change the email address 2. Yes for accessing profile (see next slide)

7th step: Contact form

A “dynamic” form is generatedDepending on contact subject .. Additional fields are generated

8th step: response

This is what customer entered

9th step: Customer profile

10th step: Maintain case data

# 11a: adding users to a file

# 11b: prospects/customers

CREATING YOUR 2ND APPHow to configure this “sophisticated” process

Needed to support the sales process

1. Eleven (11) screens / dialogs• Support sales• Shipping• purchasing• Customer serviceAll these need to be controlled - the dialog flow

2. Four files• Catalog, Products, Customer and Access• How to add-to/update Customer and Access

3. Nine (9) email templates• How to sent an email

4. Price & stock calculations5. Access to the application and data (authorization)

– Buyer/customer, sales, purchasing and warehouse

the specifications

Needed to support the sales process

6. Creating “timers” • A powerful mechanism to start actions in the future• Three (3) are implemented

7. UI item interaction• Depending on data show an extra UI attribute

Some more specifications …

1st step the dialogs (process steps)

Dialog items are grouped by dialog[names]simply specify type, the values (ext) in case of multiple choice and the description (how this appears on the user interface). Sample

Define the workflow

The sequence of the workflow is determined by:the condition (total price exists)which (dialog) is to be executed by whom (queue)

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Define the workflow

The sequence of the workflow is determined by:the condition (accept quote = yes)which (dialog) is to be executed by whom (queue)

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2nd step: creating/updating files

Customer: updated by the applicationCatalog: uploaded by the application manager (you)Access: updated by the applicationProduct: uploaded by application manager

2nd step: How to updat files

Customer file: updated by the applicationset the value “type” to prospect

3rd step create/send e-mail (templates)

Create the templates& control when (and which) template is sent

4th step: create expression(s)

Expressions “fire” automatically – no need to create rules for thusTotal price is calculated when price and quantity (qty) exist [Id1]Customer name is created when first and last name exist [Id30]

5th step authorize access

1. Create groups2. Create users, assign to groups & specify “access” 3. Autothorize which group (department) can start a workflow

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6th step “timers”

1. User enters a time [because of “later” to accept the quote)2. The timer is started3. When the timer expires (at 11:00 hrs) the dialog accept quote

will be started

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7th step control fields in “UI”

1. Contact = partner query2. User selects Demo request3. Three fields are displayed

1. Product name2. Location3. (pre-ferred) contact date & time

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7th step How to do this …

ADVANCED USERSNext slide(s) shows advanced tecnique(s)

Annex to 7th step: DT to control the UI

A Decision table sets the condition for the fieldsUser selected Demo request and email1. Three fields are displayed

1. Product required = yes2. Date required yes3. Message body required = yes

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Case process info

Harmony collects and time stamps all processing - and all data that has been “hit” in each step

Case data

Harmony collects and time stamps all data and relates the actions which caused data to be created

Configuration overview

Part Number of Total rows

Rules (process & UI) 100 (120)

Dialogs (process steps) 11 (-) 90

Reference files 4 (-) 180

MDT none (1)

Decision Tables 1 (2)

Expressions 8(10)

Templates 9 (-)

Groups 6 (-)

Development time (hours) < 12 (16)

(in brackets) is the estimate for a fully developed version

MDT = multi-dimensional decision table.

For more information

• Visit– www.liquidsequence.com

• Run the live demo – http://www.liquidsequence.com/Demo.html

• The flowchart: – https://www.lucidchart.com/documents/view/4f5b-8e

2c-5257b8aa-b1d4-197b0a00d0bd

– Video Testimony: testing the process• Will be added later

For more information

• Visit– www.liquidsequence.com

• Release overview – (all new features)

• Contact us– http://liquidsequence.com/Contact.html

• Two 5 minutes videos: Harmony in action– http://youtu.be/4QgM1F1Sbhg (part I)– http://youtu.be/G6ezSMX9A5k (part II)

– Video Testimony: testing the process• Will be added later