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 statment
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 – 3,935
Larry's landscaping Profit and Loss
Larry’s landscaping and garden supply business Profit and Loss sheet for october 2011 through september 2012.
Apply Inc. (APPL) stock Income statement
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.
Paul's guitat shop, inc, balance sheet, december 31, 2015
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 – 171,900
Example of a Company balance sheet.
Assets are totaled and balanced against liability costs and stockholders equity.
Example balance shheet for wal-mart (2006)
Assets balanced against liabilities and stock holder equity.

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