MindMap Gallery Sales quotation system process mind map
This is a mind map about the sales quotation system process, including three parts: development reasons, development plans, and suggestions. Hope it helps.
Edited at 2023-02-04 09:56:14One Hundred Years of Solitude is the masterpiece of Gabriel Garcia Marquez. Reading this book begins with making sense of the characters' relationships, which are centered on the Buendía family and tells the story of the family's prosperity and decline, internal relationships and political struggles, self-mixing and rebirth over the course of a hundred years.
One Hundred Years of Solitude is the masterpiece of Gabriel Garcia Marquez. Reading this book begins with making sense of the characters' relationships, which are centered on the Buendía family and tells the story of the family's prosperity and decline, internal relationships and political struggles, self-mixing and rebirth over the course of a hundred years.
Project management is the process of applying specialized knowledge, skills, tools, and methods to project activities so that the project can achieve or exceed the set needs and expectations within the constraints of limited resources. This diagram provides a comprehensive overview of the 8 components of the project management process and can be used as a generic template for direct application.
One Hundred Years of Solitude is the masterpiece of Gabriel Garcia Marquez. Reading this book begins with making sense of the characters' relationships, which are centered on the Buendía family and tells the story of the family's prosperity and decline, internal relationships and political struggles, self-mixing and rebirth over the course of a hundred years.
One Hundred Years of Solitude is the masterpiece of Gabriel Garcia Marquez. Reading this book begins with making sense of the characters' relationships, which are centered on the Buendía family and tells the story of the family's prosperity and decline, internal relationships and political struggles, self-mixing and rebirth over the course of a hundred years.
Project management is the process of applying specialized knowledge, skills, tools, and methods to project activities so that the project can achieve or exceed the set needs and expectations within the constraints of limited resources. This diagram provides a comprehensive overview of the 8 components of the project management process and can be used as a generic template for direct application.
sales quotation system
Development reasons
What problems do you hope to solve through the sales quotation system?
1. It is inconvenient to query inventory data from multiple data sources
2. Unify the sales quotation system to avoid random quotations and competition for customers.
3. Record sales quotations and make statistics
4. Number of system users, frequency of use, and duration of use
5. Other questions
think
Whether phased development goals can be determined
Can it solve business needs in the next 3-10 years at once?
Can the quotation problem be solved once and for all?
Business Process
Organization
System setup/change
Does the logic conflict?
Are inputs and outputs proportional?
Effect/goal/what problem to solve
Amount of investment
Development cycle
time online
Development program
1. Development based on Kingdee Cloud Starry Sky ERP system
Development plan one
Based on the existing Kingdee Cloud Star Server data source, a new independent account set is developed as the operating platform of the sales quotation system.
Development difficulties
Master data processing from multiple data sources
1.Materials
2.Customer
3.Inventory
4. Price list
Data duplication from multiple data sources, data cleaning solutions, and system error reporting
Actual business demand increases
Expandability
Server performance
How often the server can support real-time data capture needs to be evaluated.
Server performance expansion
Increased data sources
Standard data source docking interface
powerful
Development effort (estimated)
1. Multi-data source interface construction
2. Create inventory data form
3. Inventory data form summary rules
4. Data repeatability check
5. Data volume and data query performance evaluation
6. Data filtering logic development
7. Ordering system form creation
8. Creation of basic data, auxiliary data, and enumeration files
9. Field association relationship binding
10. Compilation of document inspection rules
11. Preparation of document list
12. Creation of document buttons and custom fields
13. Establishment of logical formulas and data carrying rules for document fields
14. Print and export plug-ins
15. Price list related
16.Multiple data source data writeback
17. Distribution of basic data files
Development cycle
180 days (estimated)
long
development issues
To be added
Issues that have a significant impact on the program
When products are circulated within multiple data sources, how does the sales quotation system identify the data to be shipped out of the warehouse without capturing real-time inventory?
Multiple organizations can solve this problem
All relationships between organizations and system business processes need to be changed
R & D expense
Developer fees
Cloud server rental costs
Enable multi-organization fees
4,000 yuan/year
to be confirmed
The number of sites using Kingdee Cloud and Starry Sky increases
development stage
need
Prototype development
Prototype testing
develop
test
online
Development plan two
Developed based on Kingdee Cloud Starry Petroleum Machinery Account Set (other account set inventory is not considered)
Development difficulties
main data
How to display inventory data
Actual business demand increases
Expandability
Difference
Development workload
1. Create inventory data form
2. Data filtering logic development
3. Creation of ordering system forms
4. Creation of basic data, auxiliary data, and enumeration files
5. Field association relationship binding
6. Compilation of document inspection rules
7. Preparation of document list
8. Creation of document buttons and custom fields
9. Establishment of logical formulas and data carrying rules for document fields
10. Print and export plug-in
11. Price list related
Development cycle
120 days (estimated)
development issues
To be added
R & D expense
Developer fees
The number of sites using Kingdee Cloud and Starry Sky increases
Add 1~10 new users
1,000 yuan/user/year
Added 11~20 new users
800 yuan/user/year
Added 21~50 new users
500 yuan/user/year
development stage
need
Prototype development
Prototype testing
develop
test
online
2. Independent platform development/development with the help of third-party platforms
Development program
Developed based on independent or third-party platforms, all functions are rebuilt from scratch.
Development difficulties
Master data processing from multiple data sources
1.Materials
2.Customer
3.Inventory
4. Price list
Expandability
Server performance
How often the server can support real-time data capture needs to be evaluated.
Server performance expansion
Increased data sources
Standard data source docking interface
strongest
Data duplication from multiple data sources, data cleaning solutions, and system error reporting
Sales rule system construction
Actual business demand increases
Development workload
1. Development platform construction
2. Multi-data source interface construction
3. Create inventory data form
4. Inventory data form summary rules
5. Data duplication check
6. Data volume and data query performance evaluation
7. Data filtering logic development
8. Ordering system form creation
9. Creation of basic data, auxiliary data, and enumeration files
10. Field association relationship binding
11. Compilation of document inspection rules
12. Preparation of document list
13. Creation of document buttons and custom fields
14. Establishment of logical formulas and data carrying rules for document fields
15. Print and export plug-ins
16. Price list related
17. Data writeback from multiple data sources
18. Distribution of basic data files
19. Construction of the underlying logic of the sales system
Development cycle
260 days (estimated)
very long
development issues
To be added
Issues that have a significant impact on the program
When products are circulated within multiple data sources, how does the sales quotation system identify the data to be shipped out of the warehouse without capturing real-time inventory?
Multiple organizations can solve this problem
All relationships between organizations and system business processes need to be changed
R & D expense
Development platform usage fee
R & D expense
Cloud server rental costs
development stage
need
Prototype development
Prototype testing
develop
test
online
suggestion
1. If an overseas sales team has not been established, it is not recommended to invest in the development of a quotation system on a large scale.
2. Long development cycle means too many uncontrollable factors in development risks
3. Uncertain input-output ratio
4. Development costs are high
5. The problems that need to be solved by using the system are only estimates, and actual needs cannot be controlled (actual needs means actual business occurs first, identifying practical business blind spots, or management and control needs)
6. To realize inventory viewing and inventory quotation selection on the entire platform, "problems that have a significant impact on the plan" must be solved and the current ERP system must be reshaped. Only by integrating all companies into independent systems can unified export be solved.