Company LOGO Bid Tracking System Smith & Schaefer, Inc.
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Transcript of Company LOGO Bid Tracking System Smith & Schaefer, Inc.
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
? ?