Company

LOGO

Bid Tracking SystemBid Tracking System

Smith & Schaefer, Inc.

AgendaAgenda

1. Corporate Introduction1. Corporate Introduction

2. Project Description / Intended Use2. Project Description / Intended Use

3. User Profile 3. User Profile

4. Design Protocols 4. Design Protocols

5. Business Scenario5. Business Scenario

6. Conclusion and Summary6. Conclusion and Summary

Corporate IntroductionCorporate Introduction

Furnishings & Equipment

EDUCATIONALINSTITUTIONS

HEALTHCAREFACILITY

LABORATORY

Project Description (High Level)Project Description (High Level)

InternalCommunication

ExternalCommunication

RedundantProcess

ManualTracking

•Workflow

•RedundantForms

•Diff. Dept.Use SameInfo

•Use ofPaperSystem

•No ElectronicSystem inPlace

• 2 sales offices• sales reps in 6

cities

• 1,000+ clients• territorial clients

dispersed over 4 states

Intended Use – To Eliminate Current Process

Intended Use – To Eliminate Current Process

UnfinishedMS AccessSolution

ManualCapture of Data

LostCommunication

HumanMistakes

Old DOSSystem

Current Bid Tracking Process

Current Bid Tracking Process

Intended Use –To Provide a Quality Solution

Intended Use –To Provide a Quality Solution

CompletelyPaperless

WebAccessible

Data WarehousingProcessing Create Reports

User ProfilesUser Profiles

Estimator

EstimatingDirector

Sales Rep

• Work under Estimating Director• Retrieve Bid Request Info Assigned by Estimating Director• Use LabWorks to generate pricing quotes

• Receives initial Bid Info from Sales Reps• Will update Bid Status (Won, Loss, Pending)• Must be able to administer Bid Request Process

• Have contact with potential clients and project owners• Submit Bid Request Info to Estimating Director• Follow up after final Bid Status is confirmed

Bid Request ProcessBid Request ProcessSales Rep talk with potential clients, project owner

Sales Rep submit Bid Request to Estimating Director

Estimating Director assigns request to Estimator

Estimator puts info into Excel; import into LabWorks

LabWorks file with pricing info is sent to Estimating Director

Estimating Director send pricing information to client

Estimating Director waits to receive word on Bid Status (won or loss)

Final Bid Status is sent to Sales Rep

Based on final Bid Status, Sales Rep due follow up with client

Bid Request ProcessBid Request Process

Design ProtocolsDatabase and Class Design

Design ProtocolsDatabase and Class Design

Design Protocol (High Level)Design Protocol (High Level)

• Front End – ASP.NET 1.1 (coded in VB.NET)

• Back End – Database Technology (MS Access)

• Biggest Factor – Smith & Schaefer Inc. is a Windows Shop

Design Protocol DetailsDesign Protocol Details

• 3 – Tier Web Application BLL, DAL, GUI• Each Table = Business Logic Object• GUI – Presentation (ASP pages)• BLL – VB Classes• DAL – VB Classes (OleDB)• Form Based Authentication• Color Scheme Design

Functionality / DeliverablesFunctionality / Deliverables

• Simulate Business Scenario to show functionality

• Listing will show deliverables

ConclusionConclusion

• Dynamic website & web application

• Using IT skills to solve real world business problems

• Show Smith and Schaefer - Solves problems of current Bid Tracking Process

• Next Steps for Version 2.0

• Thank You!

QuestionsQuestions

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