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ODS – Cust SVC, HR, Finance
Departments and their applications
Department
Application
Sales and Marketing
Lead Generation
Lead Tracking
Customer Management
Sales Forecasting
Product and Brand Management
Operation
Order Entry
Order Management
Finished-goods inventory management
Manufacturing
Inventory (Raw Materials, goods-in-process)
Planning
Scheduling
Operating
Customer Service
Order Tracking
Account Tracking
Customer Support
Customer Service
Customer Inquiry – CSR
Account Information – Invoices, Payments Due, Credit, Terms
? – Accounts Receivable, AR – Accounting
Order Information – History, Pending, Back Order/Out of Stock, Credit Hold, Promotions, Returns/RMA, Warranty, Repair Dispatch
? – Sales Order, Warranty, System, Pricing, Promotions
Support – Order Tracking Info, Missing Parts, How to, Part Number lookups, Manuals, Technical Support
? – Inventory, Tech Knowledgebase, Order Configuration, Outside Support/Service
CRM – Customer Relationship Management
Ties all these together
Account Information
Order Information
Support
Contact Center – Call Center
In House
Outsource
How deliver all the different information?
Roles
Database Basics
Some Basics
Entities – object for which data is stored – Could be; Persons, Objects, Groups, Locations, events, activities, etc.
Occurrence – a single instance of an entity a specific book is an occurrence of the entity called inventory
Attribute – a property of an entity, ISBN, title, Author are attributes of the book in inventory
Security –
Users
Roles
Schema Tables
Privileges
Select
Execute
Update
Delete
Departments and their applications
Department
Application
Sales and Marketing
Lead Generation
Lead Tracking
Customer Management
Sales Forecasting
Product and Brand Management
Operation
Order Entry
Order Management
Finished-goods inventory management
Manufacturing
Inventory (Raw Materials, goods-in-process)
Planning
Scheduling
Operating
Customer Service
Order Tracking
Account Tracking
Customer Support
Human Resources
Recruiting
Compensation
Assessment
HR Planning
HR – Human Resources
Open Job Requisitions
Interviews Scheduled, conducted
Employees Hired, Terminated
Performance Reviews
Raises, Bonuses
Vacation allotments, used, current balances?
Training, certifications
Complaints, Actions
Recommendations VIA
Anniversaries
Turnover rates – How many hired last year are still here?
Departments and their applications
Department
Application
Sales and Marketing
Lead Generation
Lead Tracking
Customer Management
Sales Forecasting
Product and Brand Management
Operation
Order Entry
Order Management
Finished-goods inventory management
Manufacturing
Inventory (Raw Materials, goods-in-process)
Planning
Scheduling
Operating
Customer Service
Order Tracking
Account Tracking
Customer Support
Human Resources
Recruiting
Compensation
Assessment
HR Planning
Acccounting
General Ledger
Financial Reporting
Cost Accounting
Accounts Receivable
Accounts Payable
Cash Management
Budgeting
Treasury Management
Jazz Music Shop profit and loss statement for year ended december 21, 2015. Gross profit – 5,000. income from operations after expenses – 3,185. Net Income after expenses – 3,935Larry’s landscaping and garden supply business Profit and Loss sheet for october 2011 through september 2012.An income statement for apply inc (APPL). Total revenue, cost of revenue are grouped and displayed first (top). Gross profit is then shown with items: operating expenses, R and D, Selling general and administrative, others, and total operating expenses. Operating income or loss is then shown with subgroups. Income from continuing operations subgroup items: total other income/ expenses net, earnings before interest and taxes, interest expense, income before tax, income tax expense, minority interest, and net income from continuing operations. Non-recurring events subgroup of operating income or loss, with items: discontinued operations, extraordinary items, effect of accounting changes, other items. there is null values for the non-recurring events items. Then finally displayed at the bottom are items: Net Income, preferred stock and other adjustments, and net income applicable to common shares.Assets: Current assets: cash, accounts receivable, prepaid rent, inventory. Total current assets – 73,900, Long-term assets: leasehold improvements – 100,000, accumulate depreciation (2000), total long-term assets – 98,000. Total assets – 171,900. Liabilities: current liabilities – accounts payable, accounts expenses, unearned revenue, total current liabilities – 50,450. Long-term liabilities – 99,500. total liabilities – 149,950. Owners equity: retained earnings – 11,950, common stock – 10,000, total owners equity – 21,950. Total liabilities and owners equity – 171,900Assets are totaled and balanced against liability costs and stockholders equity.Assets balanced against liabilities and stock holder equity.
