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Additional Information

Web Integration

The Development Process
 
If you are interested in a modification to SoEasy, this page will help you understand the process.
Each day we receive many requests for modifications to SoEasy. People can see that by getting a modification they will achieve:
  1. A better work flow
  2. Save time
  3. Save administration costs
  4. Increase productivity

We have helped 100s of businesses achieve administration harmony. For example;

One business we worked on, for years the owners had built up their business and were progressing financially but they were having to work long hours, and weekends were spent catching up. It didn't matter how many staff they employed, the workload would just increase. Starting work very early in the morning and finishing late finally took its toll and their health was suffering not to mention their quality of life. They were at a stage where they felt they must sell the business and it was a dilemma. One day they happened to see one of our adverts and decided to see if we could help.

As a result of our development service the original business owners still own the business but now they follow their dreams. They live overseas 6 months a year in a holiday home. At any time they can log onto the Internet and review their business. We provided Key Performance Indicator reporting to suit their requirements, which they receive on their laptop daily.

This is a brilliant result and much of the outcome is credit to the business owners who realised just what they could achieve and put the effort in to making it all happen.

To understand the potential of development let us examine a simple scenario.

Most off-the-shelf software is designed to perform a set of tasks but the result of the tasks results in a basic outcome and does not build any potential. To understand this concept let us look at the invoicing process:

  1. A client or Cash Sales detail is loaded into an invoice header.
  2. Items are added to the invoice and possibly stock is automatically deducted from the stock register.
  3. The invoice is printed and the goods or services are delivered to the client.
  4. At any time we can produce a sales report.
  5. If the items were purchased on account, at the end of the month a statement can be sent to the client.

The process possibly takes 2 - 10 minutes to complete.

Now let's compare this with a development:

  1. A client or Cash Sales detail is loaded into an invoice header which automatically updates a centralised database and allows us to:
    1. Assign a rep to follow up the client later on and sell them more.
    2. Identify how they found out about us so that we learn about which advertising is working.
    3. Assign the invoice to a staff member so we can see which staff is performing to target.
    4. Collect data on the sale so that the sales manager can assist reps to sell more.
       
  2. Items are added to the invoice and possibly stock is automatically deducted from the stock register:
    1. Items not in stock can be automatically ordered so that the ordering process is extremely fast.
    2. When the goods are received into stock the client can be easily informed, or the items despatched.
    3. Creditors are automatically updated with the fact that an item is ordered and when the items come in, creditors are updated with the fact that the item has been received and is authorised for payment.
    4. If stock falls below a set level it can automatically be ordered.
    5. If there are other items that could or should be sold with the items being purchased, the sales person is prompted to inform the client of the options and up-sell.
       
  3. The invoice is printed and the goods or services are delivered to the client:
    1. If there is a delivery to make, a special module called the Despatch Manager is updated and despatch can immediately organise stock/delivery. No need for anyone to walk though to despatch and interrupt the person organising deliveries.
    2. If there is an on-site requirement, a job card can be produced and automatically emailed, printed, and scheduled in a computerised diary for the appropriate person or department.
    3. If any performance commissions are due, the reps commission account is automatically updated.
       
  4. At any time we can produce a sales report
    1. We can also produce a range of performance reports that help to increase productivity.
    2. A display screen can be placed on the sales manager's wall and real-time sales results can be seen.
       
  5. If the items were purchased on account, at the end of the month a statement can be sent to the client:
    1. If credit control is on, any overdue accounts are identified and at the push of a button, overdue interest can be assigned.
    2. Overdue accounts can automatically receive an OVERDUE WARNING Letter.
    3. Stop credit can be immediately imposed.
    4. Call back dates can be set and the accounts department are presented a list to follow up any overdues.

In this example we have taken 5 original basic tasks and in the same time performed 23 tasks with the use of our specialised modules and a development.

The result is greater efficiency and we have built potential into the process of increasing sales.
The net result of a software development for a business is compounded over the period that the system is in place and a reduction in costs with an increase in sales can be easily achieved.

The above example is something that we do every day and for some businesses that become aware of this service, their world changes into one of efficiency, profitability, and a freeing up of time.

What is the development process?

This service is much in demand and we have set rules so that we can achieve an efficient result.

  1. You must have purchased either the Enterprise, Corporate, or the Development version of SoEasy, plus any network licences required,  and have them  installed on-site as we will use the version to review procedures with you.
     
  2. You must have an appropriate service and support contract with the SoEasy support department so that general enquires about standard functions are handled by that department allowing development to concentrate on the software development process.
     
  3. You and your staff must undergo a rigorous training program on the core product.
     
  4. We make an overview document that details the framework of the entire project and include this in an agreement that becomes the project scope.
     
  5. For each new procedure, or modification to a procedure, we will:
    1. Make a detailed, written specification of a specific section.
       
    2. Meticulously review the specification with you until it is exactly what you require and then you sign it off.
       
    3. We then build the procedure.
       
    4. It then gets tested by one of our software testers.
       
    5. We install it on your site and you test it.
       
    6. We sign off that modification and continue with the next required procedure.
       
    7. As a rule, we work on one section at a time. Some sections are quickly completed within hours whereas other sections can take several days.
  6. If we are going to make a modification to an existing module, you must have purchased the module first at the normal module price.
     
  7. We do not set up hardware, printers, and other software so this must be done by your own IT staff or provider. We do provide detailed instructions for anything related to SoEasy.

Project Management

Each project is allocated a specific time where we will concentrate our team effort on achieving the results quickly.

A project has four key people:

Project Manager
Who will co-ordinate the project and handle agreements, accounts and documents.

Developer
Who will design the plan, scoping document, and create the code.

Tester
Who will perform preliminary tests on new procedures.

Trainer
Who creates the training documentation, video tutorials, related web pages.

Costings

All standard software must be purchased before the project starts so that the Developer can work with you to find out what resources are already present and what need to be created. This is usually achieved by the developer connecting to your PC over the Internet and talking on the phone as the screens and functions are reviewed.

An estimate of time required is provided and is usually provided as a fixed price. It is very important to realise just how many people are involved in a successful project.

For example:

  1. The procedure is planned into a scoping document.
     
  2. It is then further analysed to see how it could be made better and how it will integrate into the existing product.
     
  3. Then it is created.
     
  4. A testing schedule is made and a tester will put the new procedure through as many scenarios as possible to ensure that it works correctly.
     
  5. The client's PC is updated and the new procedure is reviewed. At this time the client may have another idea about how the function could be improved, which may require an additional amount of time spent on it. This may not have been quoted for in the original price and may be billed as an extra.
     
  6. Once a procedure is verified as performing the task, the Trainer makes a training resource usually consisting of:
    A manual
    A web page
    Video Tutorials

The next procedure is engaged

By understanding the process you can see there is actually a lot of work involved in making a simple button but the result is a highly efficient procedure that will forever provide cost saving and potential profitability.

As we progress with procedures we may request progress payments.

Copyright

Copyright and ownership of procedures are always, without exception, the property of The Matrix Trust; the intellectual property owners of SoEasy. Modifications are made under licence by SoEasy Accounting and the client has a licence to operate the software.

In conclusion

There are many software development companies available and there is always a better price, but few have access to the core resource such as SoEasy so the resulting procedures can be time consuming to operate. The developments that we make are at the product's core and are usually faster, more stable, and more effective at achieving the goal.

We also continually develop so your investment does not stay static. We make sure that SoEasy works on new operating systems and that when new technology is available, it automatically becomes part of your system.

In addition to the service that we provide, we also review the overall business activity and make other areas of your business more efficient.

Our experience is the key. In having worked with thousands of businesses, over many years, our knowledge is brought into the entire project and can provide you with solutions that you may not have thought of. Remember the goal is not about saving money, it is about how can we make our business more efficient and as a result cut on-going costs and increase revenue.

 

 

 

   
 
 

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