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The Application is meant for residential homebuilders and their clients to help
them in managing a project and also keep track of important milestones and
provide for better communication between all the parties involved in the
project. |
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The main challenge of the project will be |
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After years of continuous growth, organization realized that their current SAP Service Management processes were no longer sufficient to efficiently serve their growing customer base.
With the release of SAP CRM 5.0 which was highly focused on the Service Module, and the stop on new developments of the Service Management module in ECC, the client opted to implement the new SAP CRM Service solution and phase out their highly customized R/3 SM processes.
Customer decided to hire The Principal Consulting to lead and work together with the internal team to design and implement the new Service Solution. The new solution included the following processes:
•Install Base Management to replace the equipment and Functional Locations
•Complaints Management (through Interaction Center Web Client)
•In-House Repair (Quotes, Repair Orders, Exchanges, Evaluations, Parts Returns and confirmations)
•Field Service (Quotes, Service Orders, Confirmations using Adobe Interactive Forms)
•Service Contracts and Warranties
•Resource Planning (RPA) with WFM Add on in CRM
•Integration with ECC processes (Logistics, CATS ,CO and Billing)
The challenge was twofold:
•The solution had to go live before a certain date, leaving the team only 4 months to implement the first release.
•The budget was tight and the second release needed to be implemented with a smaller team mostly consisting of internal employees.
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Help the Employees/sales people to keep track of all the projects easily. |
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1. Admin Module: |
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| a. Access: |
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· Ability to access all areas of the application after authentication
· Ability to view all the projects till date and ability to add/modify
any projects
· Ability to select and apply any particular template to a particular
project by selecting a start date with other details
filled directly from the database
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| b. Privileges: |
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· Ability to add/delete/modify new users who can access the system
· Ability to define/restrict other user views and information relevant
for a particular project
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| c. Alerts: |
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· Ability to receive mail alerts whenever a particular task is running
behind schedule
· Ability to receive notifications whenever there has been a change
order
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| d. Calendar: |
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· Ability to view important dates/ milestones and also check the events
on a day/week/month basis
· Ability to keep track of persons who made any changes to the existing
schedules
· Ability to make note of relevant information/dates on “change
orders” in the calendar
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| e. Communication: |
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· Ability to keep track of emails from buyers, sellers and the employees
· Ability to resolve the issues and classify them separately as
“open” or “resolved” |
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| f. Selections |
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· All important/key activities of a particular project are selectable
from a menu and the admin has the ability to:
1. Add/delete/modify a particular selection
2. Add/edit general information
3. Set/edit important dates
· Ability to create a new template and apply it to any particular
project
· Ability to set the status of the change order as “pending
approval” or “approved” depending on the stage in which the
change order is currently in. |
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| g. Reports: |
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· Ability to check all the reports of the system with several predefined
criterion like status of a particular project, change orders involved with it
etc. with the report generated in pdf format.
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