Set of diagrams showing how the pricing login will function in the new system. A diagram rather than spreadsheet was chosen to clearly illustrate how the system would work in different scenarios to non technical executives.
Enterprise Architecture 3 year plan showing the Original Enterprise Architecture and the target Enterprise Archtecture. Between these is show the sequence of projects and programs to achieve the target Enterprise Architecture.
New Salesforce build for a startup app client that is new to salesforce. Using the Lightning interface with flows from their website and connection to their Ruby on Rails application via API. API uses Heroku connect.
Design showing the different API's required for this project that uses an existing instance of Salesforce, connected with two existing internal systems and 2 external services to enable a seamless process for the customer and staff.
This is a review of the major business processed within the organisation. Numerous iterations were created until all the executives agreed on the ideal business process flow. This final flow was used to configure Salesforce and the organisations proprietary software.
Two phase build design that gets business process efficiencies in just one week with the greatest benefits after more complex development.
This is a very old method for organizing a group or business and is called an 'Organizing Board'. Historically it is drawn on a barrel and when viewed is rotated and operates as a flow between teams of people. It can be adapted to any size organization from one person to hundreds of thousands.
This version is 7 divisions, with 7 departments. Larger versions have up to 21 departments.
It allow the sales user to quote in seconds what used to take an hour, and management know that the quoted prices comply with pricing policies.
Custom designed CPQ functionality that operates by simple check boxes and behind the scenes it calculates based on the products selected which bundles and pricing options to present to the user. Its also region and customer size dependant
Salesforce portal project that handles new loan applications directly into Salesforce.
This is the cover page on a larger set of drawings that enable the technology to be build that aligns with the business strategy.
Asset 1009 - MX
This was created for use by senior management to understand and communicate the desired outcome to the project management and development teams. This flow diagram that combines the user flow and the technology actions.
This diagram became famous with the internal staff of the client as it used humour to illustrate the business pricing model. This ensured it was easy understood and that the pricing model was remembered, making further board room discussions much easier as everyone was at the same level of understanding.
The comparison is between hotel size and size of customer.
A series of screenshots to demonstrate the the user flow of a prototype.
Used to clarify the 3 types of discount methodology used within the business and enable executives to make strategic decision on the types of discounts to enable the sales teams with moving forward. This was also used to instruct the development teams on the executives desired functionality.
The reverse engineering of random historical pricing needed to fit within a totally new structure to allow for historical pricing analysis. This demonstrates how it will be calculates in a simple format to enable understanding and executive direction to the technology team.
This customer has an existing instance of salesforce and was trying to decide between an additional salesforce instance and using the existing one. This diagram illustrates how system partitioning would enable them to use the existing without sharing data between other departments.