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Deliverables and Timelines
Stage 1:
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Basic forms of
bookings
end customer schedule
tasks (a base task whose functionality can be utilised in more tasks with specific roles)
workflow
dashboard of open bookings and tasks
Stage 2: Organisations, roles, entitlements, permissions
Minimum effort to allow separations of organisations and roles such that portals can be enabled for different organisations, eg.
Client
Supplier
Partner
Seko User
Stage 3: Inventory
Produce a basic inventory system in SmartHub which is a summary record of inventory activities across the system including those changed using APIs such as warehouses.
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Receive, amend bookings via API and view on dashboard
Bookings
Receive bookings via API with success/failure messages
Allow amendment via API with success/failure messages
Enable simple dashboard of open bookings (manual CRUD functionality to be added later)
Stage 2: Workflow and tasks
Workflow for tasks
Dashboard of tasks
End Customer Schedule
White Glove partner schedules in a call and does a site survey by phone
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Various activities which make up the “White Glove” experience
Some of these activities require goods
Examples of activities:
Detailed site survey
Assembly of goods
Installation of goods into customer location
Disassembly
Maintenance
Stage 3: Organisations, roles, entitlements, permissions
This could be seen as a different project, as it underpins multiple Seko products. Given the scope of this project a simpler implementation may be necessary.
Minimum effort to allow separations of organisations and roles such that portals can be enabled for different organisations, eg.
Client
Supplier
Partner
Seko User
Stage 4: Inventory
Produce a basic inventory system in SmartHub which is a summary record of inventory activities across the system including those changed using APIs such as warehouses.
Stage 5 Enable APIs for inventory management
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Enable APIs for bookings after confirming the requirements for the bookings. This will allow NetSuite developers at Room to put in place what they need to access the APIs and will allow them to put on bookings (UAT environment).
Stage 7: Seko Client Portals
Create Client portals which allow visibility of
active tasks
inventory
Stage
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8: Enable APIs for stock allocation from inbound to outbound orders
Enable APIs for bookings after confirming the requirements for the bookings. This will allow NetSuite developers at Room to put in place what they need to access the APIs and will allow them to put on bookings (UAT environment).
Stage
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9: Seko Client Portals
Create Client portals which allow visibility of
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