1. Project Closure
1.1. Improvments Ideas
1.1.1. Sorting list of references based on XL file
1.1.1.1. Alphabetical Order is the current ordering
1.1.1.2. Potential Solution : there is a sequential nbr in the Excel file that could be used as sortering logic
1.1.1.3. To review feasebility
1.1.1.4. AGREED
1.1.2. freeze dates column
1.1.2.1. AGREED
1.1.2.2. easy to develop
1.1.2.3. Create Salesforce Requirement
1.1.3. review list of emails attached to dealers
1.1.3.1. Send list
1.1.3.2. to check if multiple email adr are possible
1.1.4. investigate option to reconcile ordres sent to Boom and lines delivered
1.1.4.1. waiting monthly review from Quentin to define next steps
1.1.5. if date missing error , screen focus should be in the date field
1.1.5.1. REJECTED
1.1.6. ONe Requirement
1.2. Issues
1.2.1. Prices not right
1.2.1.1. Under investigation
1.2.2. PO-030258 from Xavier
1.3. Project Execution
1.3.1. planning
1.3.1.1. 2 times not being able to respect planning
1.3.1.1.1. integrate slack time while elaborating planning dates
1.3.2. improve quality of unit testing results
1.3.3. great team collaboration between Bus,PM and It developmenet
1.3.4. solution delivered is fully meeting business requirements and makes this process more efficient
2. Current Process
2.1. 1. Excel Purchase Order manually completed by the network
2.2. 2. PO send by mail to AMBASS
2.3. 3. AMBASS creates manually PO into Salesforce
2.3.1. Free products are defined at this moment by the AMBASS
2.3.2. AMBASS selects the delivery dates corresponding to the months
3. Required Situation
3.1. review current layout of PO
3.2. option to download/print blanco PO to provide the network
3.2.1. will make the input easier for the network
4. Business Case
4.1. cost saving 20 man/days of AMBASS
4.2. increase AMBASS control on network orders
4.3. potential increase business turn over
5. Planning
5.1. testing Nov 2020
5.2. go live - beginning Dec 2020
6. Investigate Potential Technical Solutions
6.1. CLOSED
6.1.1. Solution : dataloader with automated Excel PO
6.1.1.1. high maintenance
6.1.1.1.1. versions, macro's
6.1.1.1.2. update catalogue of references
6.1.2. Solution : Robot (RPA)
6.1.2.1. expensive solution
6.1.2.2. duplicate solution
6.1.2.3. not able to respect deadline ( nov 2020 )
6.2. ACTIVE
6.2.1. Option : review layout of current PO form to align with current XL template
6.2.1.1. All users are forced to use Salesforce
6.2.1.2. Partner Community Salesforce license
6.2.2. Option : develop webform
6.2.2.1. Hosting
6.2.2.2. start from scratch
6.2.2.3. development costs and resources ?
7. Root Cause Analysis
7.1. current form is not user friendly, time consuming
7.2. AMBAS number could be defined at PO header section to reduce time spending.
7.3. Multi Months orders are requiring duplication of references , quantity, delivery dates ,
7.4. Free products : duplicate line of reference and add quantity free in the corresponding month
7.5. add BIR number at header level and automate retreive of name and SIGMPR
7.6. list months per column , under each column, list delivery dates of the month
7.6.1. per reference, there will be only one delivery date per month
8. Business objective
8.1. make the creation of the PO easier for the AMBASS
8.1.1. greater control on Network
8.1.2. increase efficieny
8.1.3. support new role of AMBASS as 'Coach'
8.1.4. increase turnover