Demopalooza：建筑行业客户展示.pdf

1、Customer Demopalooza:Construction Industry Customer ShowcaseAndrew Pistorius,Sean Barnett,Brock Arndt,Keaton Williams2AgendaLeveraging Native Acumatica FormsDashboards,Reports and Business EventsBranch and Project Financial OverviewVelixo Examples3Presented byAndrew PistoriusCFOSean BarnettCFOBrock

2、ArndtOperations ManagerKeaton WilliamsDirector of FP&ALeveraging Native Acumatica Forms5Acumatica Native FormsThe ProblemThe simplest solutions yielded the worst data(Google/Microsoft Forms)These solutions also didnt give a professional looking product to be able to distribute to stakeholders(client

3、s,employees,vendors,etc.)Multiple digital destinations for staff(Acumatica,Teams,Email,ISV sites)Additional(and speculative)ISV Costs not knowing if it will function properlyUser Setup/MetadataProject/Tasks/System Metadata6Front-End UXBACK-END CONFIGURATION&ARCHITECTUREAcumatica Native Forms:The Sol

4、utionAttributes asForm QuestionsProject Management Classes as Form IDsGI of only Form Project IssuesBusiness Event when Project Issue ClosesEmail Template w/PDF AttachmentProject IssueCustom ReportEach Section=Different form using Visible statementsAttributes assigned to PM ClassesCreate New Project

5、 Issue in Mobile AppSelect Class(Form ID)Select ProjectRespond to form Qs(under Attributes)Close Project IssueReceive PDF Form in Email InboxFinal Data AvailableIndividual form statusClean PDFs to send to clients/vendors/staffAnalysis of non-conformanceIdentification of common responsesFiltering by

6、form owner/work group,branch,project,etc.Very basic workflow principles(open/closed)8Acumatica Native Forms:User Experience9Acumatica Native Forms:User Experience10Acumatica Native Forms:User Experience11Acumatica Native Forms:User Experience12Acumatica Native Forms:User Experience13141516Limitation