Re: new SFA system
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hi Hans,
This is exactly what I am looking for. Maybe a bit more in terms of forecasting, campaign management and other general CRM stuff. Not sure if Quotes/Proposals/Approvals is considered SFA in Ofbiz world but its something I would like to build. How much of whats listed has been achieved so far? I see the following entities: Accounts, Contacts, Opportunities, Leads. I have a build based on the svn code I checked out a month ago. I would love to contribute some of my time and maybe one more persons time from my company for this effort. My level as far as ofbiz goes is pretty basic (completed Si Chens helloworld tutorials) at this point. I think this exercise should help me get beyond the basic level. I have over decade of CRM experience and technology experience and have worked with similar architectures/data model to that of ofbiz (infact something that attracts me to ofbiz over other stuff out there), so I should be able to contribute in some form. Is there a good place to see the design documents for the SFA stuff? Apologizes if this email starts a separate thread. I could not figure out how to respond to the old thread so if someone can clue me in on that front as well, I would appreciate it. -Milind Re: new SFA system From: Hans Bakker <[hidden email]> To: [hidden email] Anil, My priority for this customer are the following entities and the related functions: leads contacts accounts opportunities activities requests In this order and then the rest. My customer is prepared to start with a basic system, and extend later....the list above would be enough for him for a first version. I am prepared to implement the functions according the general OFBiz principles which i also use in the projectmanager. Review we need to spread over the people who actually want to use it. For this customer i need the above functions in about 3 months. If you can commit for half of the hours (150) in 3 months we could have a deal. REgards, Hans On Tue, 2008-03-04 at 23:34 -0800, Anil Patel wrote: > Hans, > Development is progressing in SFA. At the same time we are also > working on AR, AP and HR app, so its going to remain slow progress in > each app for sometime. I am sure very soon it will pick up. > > It will be useful to know which part of development effort will you > like to contribute, "Analysis and defining requirement Spec", > Implementation, Review and Commit. Based on which part you are > interested in, I can switch resources to work other tasks. > > Also like David mentioned, I am also interested to know what your > plans look like for Project Management app. > > Regards > Anil Patel > > > On Mar 4, 2008, at 1:53 PM, David E Jones wrote: > > > > > Hans, > > > > It would be great to work together on this. Our goal right now is to > > create a generic Sales Force Automation (SFA) application that will > > add in to OFBiz. > > > > I did some analysis and design for this a long time ago and just > > cleaned up the document a little bit, and it is now posted here: > > > > http://docs.ofbiz.org/display/OFBIZ/CRM+Sales+Force+Automation+Plan > > > > We plan to have some people working on this here and there in the > > near future, but any and all help and collaboration is of course > > welcome! > > > > BTW, this might be better in another thread, but we eventually want > > to pick up on the Project Management app and help with that some > > more too (we're working internally to do some analysis and define > > some specs and such right now). One of the things that we definitely > > want to do is create a separate webapp specifically for clients, and > > another specifically for non-manager employees and consultants. > > > > Anyway, yeah, let's move these along! > > > > -David > > > > > > On Mar 4, 2008, at 7:49 AM, Hans Bakker wrote: > > > >> Should we start a design document explaining the principles of the > >> system? like i did with project management? > >> > >> David, what are your ideas? > >> > >> On Tue, 2008-03-04 at 21:20 +0700, Hans Bakker wrote: > >>> David, Anil, Vikas and others > >>> I have a customer interested in the new SFA system using leads, > >>> contacts, accounts, activities, opportunities and communications. > >>> Currently they use an older version of CRMSFA as test however they > >>> are > >>> interested using the new SFA system as it is currently in Jira. > >>> > >>> Anybody else interested? We could build the system in the next 3 > >>> months. > >>> > >>> I see that the activities stopped....what are the plans for the > >>> next few > >>> months? > >>> > >>> I can contribute substancially, but cannot do it on my own. > >>> > >>> can we work together? > >>> > >>> Regards, > >>> Hans > >>> > >>> > >> -- > >> AntWebsystems.com: Quality OFBiz services for competitive rates..... > >> > > > > AntWebsystems.com: Quality OFBiz services for competitive rates..... |
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Sure Milind, we can always use help. Please have a look at the Jira issues and the design document. The links are on the sfa homepage: https://localhost:8443/sfa Please let us know where you want to be working on.... Regards, Hans On Wed, 2008-07-09 at 15:45 -0600, [hidden email] wrote: > hi Hans, > This is exactly what I am looking for. > Maybe a bit more in terms of forecasting, campaign management and other > general CRM stuff. > Not sure if Quotes/Proposals/Approvals is considered SFA in Ofbiz world > but its something I would like to build. > How much of what’s listed has been achieved so far? > I see the following entities: Accounts, Contacts, Opportunities, Leads. > I have a build based on the svn code I checked out a month ago. > I would love to contribute some of my time and maybe one more persons time > from my company for this effort. > My level as far as ofbiz goes is pretty basic (completed Si Chens > helloworld tutorials) at this point. > I think this exercise should help me get beyond the basic level. I have > over decade of CRM experience and technology experience and have worked > with similar architectures/data model to that of ofbiz (infact something > that attracts me to ofbiz over other stuff out there), so I should be able > to contribute in some form. > Is there a good place to see the design documents for the SFA stuff? > Apologizes if this email starts a separate thread. I could not figure out > how to respond to the old thread so if someone can clue me in on that > front as well, I would appreciate it. > -Milind > > Re: new SFA system > From: Hans Bakker <[hidden email]> > To: [hidden email] > > Anil, > > My priority for this customer are the following entities and the related > functions: > leads > contacts > accounts > opportunities > activities > requests > > In this order and then the rest. My customer is prepared to start with a > basic system, and extend later....the list above would be enough for him > for a first version. > > I am prepared to implement the functions according the general OFBiz > principles which i also use in the projectmanager. Review we need to > spread over the people who actually want to use it. > > For this customer i need the above functions in about 3 months. If you > can commit for half of the hours (150) in 3 months we could have a deal. > > REgards, > Hans > > On Tue, 2008-03-04 at 23:34 -0800, Anil Patel wrote: > > Hans, > > Development is progressing in SFA. At the same time we are also > > working on AR, AP and HR app, so its going to remain slow progress in > > each app for sometime. I am sure very soon it will pick up. > > > > It will be useful to know which part of development effort will you > > like to contribute, "Analysis and defining requirement Spec", > > Implementation, Review and Commit. Based on which part you are > > interested in, I can switch resources to work other tasks. > > > > Also like David mentioned, I am also interested to know what your > > plans look like for Project Management app. > > > > Regards > > Anil Patel > > > > > > On Mar 4, 2008, at 1:53 PM, David E Jones wrote: > > > > > > > > Hans, > > > > > > It would be great to work together on this. Our goal right now is to > > > create a generic Sales Force Automation (SFA) application that will > > > add in to OFBiz. > > > > > > I did some analysis and design for this a long time ago and just > > > cleaned up the document a little bit, and it is now posted here: > > > > > > http://docs.ofbiz.org/display/OFBIZ/CRM+Sales+Force+Automation+Plan > > > > > > We plan to have some people working on this here and there in the > > > near future, but any and all help and collaboration is of course > > > welcome! > > > > > > BTW, this might be better in another thread, but we eventually want > > > to pick up on the Project Management app and help with that some > > > more too (we're working internally to do some analysis and define > > > some specs and such right now). One of the things that we definitely > > > want to do is create a separate webapp specifically for clients, and > > > another specifically for non-manager employees and consultants. > > > > > > Anyway, yeah, let's move these along! > > > > > > -David > > > > > > > > > On Mar 4, 2008, at 7:49 AM, Hans Bakker wrote: > > > > > >> Should we start a design document explaining the principles of the > > >> system? like i did with project management? > > >> > > >> David, what are your ideas? > > >> > > >> On Tue, 2008-03-04 at 21:20 +0700, Hans Bakker wrote: > > >>> David, Anil, Vikas and others > > >>> I have a customer interested in the new SFA system using leads, > > >>> contacts, accounts, activities, opportunities and communications. > > >>> Currently they use an older version of CRMSFA as test however they > > >>> are > > >>> interested using the new SFA system as it is currently in Jira. > > >>> > > >>> Anybody else interested? We could build the system in the next 3 > > >>> months. > > >>> > > >>> I see that the activities stopped....what are the plans for the > > >>> next few > > >>> months? > > >>> > > >>> I can contribute substancially, but cannot do it on my own. > > >>> > > >>> can we work together? > > >>> > > >>> Regards, > > >>> Hans > > >>> > > >>> > > >> -- > > >> AntWebsystems.com: Quality OFBiz services for competitive rates..... > > >> > > > > > > > |
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Hi Hans,
Thanks for the response and making me feel welcome. I read the jira issues/design doc and got a basic feeling for the functionality desired in the SFA module(if thats the correct ofbiz term). I would be comfortable working on any of the issues and would like to start with simpler issues first. I think "1653-Develop a Create Maketing Campaign Process wizard" looks like a good one to start with. Right now I am trying to have my environment setup and trying to understand how patch files, eclipse and subclipse work (if anyone has any pointers, please share). I will either email some questions if I get stuck or if I get lucky, maybe a patch. -Milind > > Sure Milind, > we can always use help. > Please have a look at the Jira issues and the design document. > > The links are on the sfa homepage: > https://localhost:8443/sfa > > Please let us know where you want to be working on.... > > Regards, > Hans > > On Wed, 2008-07-09 at 15:45 -0600, [hidden email] wrote: >> hi Hans, >> This is exactly what I am looking for. >> Maybe a bit more in terms of forecasting, campaign management and other >> general CRM stuff. >> Not sure if Quotes/Proposals/Approvals is considered SFA in Ofbiz world >> but its something I would like to build. >> How much of whatâs listed has been achieved so far? >> I see the following entities: Accounts, Contacts, Opportunities, Leads. >> I have a build based on the svn code I checked out a month ago. >> I would love to contribute some of my time and maybe one more persons >> time >> from my company for this effort. >> My level as far as ofbiz goes is pretty basic (completed Si Chens >> helloworld tutorials) at this point. >> I think this exercise should help me get beyond the basic level. I have >> over decade of CRM experience and technology experience and have worked >> with similar architectures/data model to that of ofbiz (infact something >> that attracts me to ofbiz over other stuff out there), so I should be >> able >> to contribute in some form. >> Is there a good place to see the design documents for the SFA stuff? >> Apologizes if this email starts a separate thread. I could not figure >> out >> how to respond to the old thread so if someone can clue me in on that >> front as well, I would appreciate it. >> -Milind >> >> Re: new SFA system >> From: Hans Bakker <[hidden email]> >> To: [hidden email] >> >> Anil, >> >> My priority for this customer are the following entities and the related >> functions: >> leads >> contacts >> accounts >> opportunities >> activities >> requests >> >> In this order and then the rest. My customer is prepared to start with a >> basic system, and extend later....the list above would be enough for him >> for a first version. >> >> I am prepared to implement the functions according the general OFBiz >> principles which i also use in the projectmanager. Review we need to >> spread over the people who actually want to use it. >> >> For this customer i need the above functions in about 3 months. If you >> can commit for half of the hours (150) in 3 months we could have a deal. >> >> REgards, >> Hans >> >> On Tue, 2008-03-04 at 23:34 -0800, Anil Patel wrote: >> > Hans, >> > Development is progressing in SFA. At the same time we are also >> > working on AR, AP and HR app, so its going to remain slow progress in >> > each app for sometime. I am sure very soon it will pick up. >> > >> > It will be useful to know which part of development effort will you >> > like to contribute, "Analysis and defining requirement Spec", >> > Implementation, Review and Commit. Based on which part you are >> > interested in, I can switch resources to work other tasks. >> > >> > Also like David mentioned, I am also interested to know what your >> > plans look like for Project Management app. >> > >> > Regards >> > Anil Patel >> > >> > >> > On Mar 4, 2008, at 1:53 PM, David E Jones wrote: >> > >> > > >> > > Hans, >> > > >> > > It would be great to work together on this. Our goal right now is to >> > > create a generic Sales Force Automation (SFA) application that will >> > > add in to OFBiz. >> > > >> > > I did some analysis and design for this a long time ago and just >> > > cleaned up the document a little bit, and it is now posted here: >> > > >> > > http://docs.ofbiz.org/display/OFBIZ/CRM+Sales+Force+Automation+Plan >> > > >> > > We plan to have some people working on this here and there in the >> > > near future, but any and all help and collaboration is of course >> > > welcome! >> > > >> > > BTW, this might be better in another thread, but we eventually want >> > > to pick up on the Project Management app and help with that some >> > > more too (we're working internally to do some analysis and define >> > > some specs and such right now). One of the things that we definitely >> > > want to do is create a separate webapp specifically for clients, and >> > > another specifically for non-manager employees and consultants. >> > > >> > > Anyway, yeah, let's move these along! >> > > >> > > -David >> > > >> > > >> > > On Mar 4, 2008, at 7:49 AM, Hans Bakker wrote: >> > > >> > >> Should we start a design document explaining the principles of the >> > >> system? like i did with project management? >> > >> >> > >> David, what are your ideas? >> > >> >> > >> On Tue, 2008-03-04 at 21:20 +0700, Hans Bakker wrote: >> > >>> David, Anil, Vikas and others >> > >>> I have a customer interested in the new SFA system using leads, >> > >>> contacts, accounts, activities, opportunities and communications. >> > >>> Currently they use an older version of CRMSFA as test however they >> > >>> are >> > >>> interested using the new SFA system as it is currently in Jira. >> > >>> >> > >>> Anybody else interested? We could build the system in the next 3 >> > >>> months. >> > >>> >> > >>> I see that the activities stopped....what are the plans for the >> > >>> next few >> > >>> months? >> > >>> >> > >>> I can contribute substancially, but cannot do it on my own. >> > >>> >> > >>> can we work together? >> > >>> >> > >>> Regards, >> > >>> Hans >> > >>> >> > >>> >> > >> -- >> > >> AntWebsystems.com: Quality OFBiz services for competitive >> rates..... >> > >> >> > > >> > >> > > > |
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From: <[hidden email]>
To: <[hidden email]> Sent: Thursday, July 10, 2008 6:48 PM Subject: Re: new SFA system > Hi Hans, > Thanks for the response and making me feel welcome. > > I read the jira issues/design doc and got a basic feeling for the > functionality desired in the SFA module(if thats the correct ofbiz term). > I would be comfortable working on any of the issues and would like to > start with simpler issues first. > > I think "1653-Develop a Create Maketing Campaign Process wizard" looks > like a good one to start with. > > Right now I am trying to have my environment setup and trying to > understand how patch files, eclipse and subclipse work (if anyone has any > pointers, please share). I will either email some questions if I get stuck > or if I get lucky, maybe a patch. Patch files and more : http://docs.ofbiz.org/display/OFBADMIN/OFBiz+Contributors+Best+Practices Eclipse : http://docs.ofbiz.org/display/OFBIZ/Running+and+Debugging+OFBiz+in+Eclipse http://docs.ofbiz.org/display/OFBIZ/Eclipse+Tips You may have found them easily by searching in the Wiki http://docs.ofbiz.org/dashboard.action At large use http://ofbiz.markmail.org/search/ Nabble http://www.nabble.com/OFBiz-f2740.html Markmail And of course Google Good luck with OFBiz Jacques > -Milind > > >> >> Sure Milind, >> we can always use help. >> Please have a look at the Jira issues and the design document. >> >> The links are on the sfa homepage: >> https://localhost:8443/sfa >> >> Please let us know where you want to be working on.... >> >> Regards, >> Hans >> >> On Wed, 2008-07-09 at 15:45 -0600, [hidden email] wrote: >>> hi Hans, >>> This is exactly what I am looking for. >>> Maybe a bit more in terms of forecasting, campaign management and other >>> general CRM stuff. >>> Not sure if Quotes/Proposals/Approvals is considered SFA in Ofbiz world >>> but its something I would like to build. >>> How much of whatâ?Ts listed has been achieved so far? >>> I see the following entities: Accounts, Contacts, Opportunities, Leads. >>> I have a build based on the svn code I checked out a month ago. >>> I would love to contribute some of my time and maybe one more persons >>> time >>> from my company for this effort. >>> My level as far as ofbiz goes is pretty basic (completed Si Chens >>> helloworld tutorials) at this point. >>> I think this exercise should help me get beyond the basic level. I have >>> over decade of CRM experience and technology experience and have worked >>> with similar architectures/data model to that of ofbiz (infact something >>> that attracts me to ofbiz over other stuff out there), so I should be >>> able >>> to contribute in some form. >>> Is there a good place to see the design documents for the SFA stuff? >>> Apologizes if this email starts a separate thread. I could not figure >>> out >>> how to respond to the old thread so if someone can clue me in on that >>> front as well, I would appreciate it. >>> -Milind >>> >>> Re: new SFA system >>> From: Hans Bakker <[hidden email]> >>> To: [hidden email] >>> >>> Anil, >>> >>> My priority for this customer are the following entities and the related >>> functions: >>> leads >>> contacts >>> accounts >>> opportunities >>> activities >>> requests >>> >>> In this order and then the rest. My customer is prepared to start with a >>> basic system, and extend later....the list above would be enough for him >>> for a first version. >>> >>> I am prepared to implement the functions according the general OFBiz >>> principles which i also use in the projectmanager. Review we need to >>> spread over the people who actually want to use it. >>> >>> For this customer i need the above functions in about 3 months. If you >>> can commit for half of the hours (150) in 3 months we could have a deal. >>> >>> REgards, >>> Hans >>> >>> On Tue, 2008-03-04 at 23:34 -0800, Anil Patel wrote: >>> > Hans, >>> > Development is progressing in SFA. At the same time we are also >>> > working on AR, AP and HR app, so its going to remain slow progress in >>> > each app for sometime. I am sure very soon it will pick up. >>> > >>> > It will be useful to know which part of development effort will you >>> > like to contribute, "Analysis and defining requirement Spec", >>> > Implementation, Review and Commit. Based on which part you are >>> > interested in, I can switch resources to work other tasks. >>> > >>> > Also like David mentioned, I am also interested to know what your >>> > plans look like for Project Management app. >>> > >>> > Regards >>> > Anil Patel >>> > >>> > >>> > On Mar 4, 2008, at 1:53 PM, David E Jones wrote: >>> > >>> > > >>> > > Hans, >>> > > >>> > > It would be great to work together on this. Our goal right now is to >>> > > create a generic Sales Force Automation (SFA) application that will >>> > > add in to OFBiz. >>> > > >>> > > I did some analysis and design for this a long time ago and just >>> > > cleaned up the document a little bit, and it is now posted here: >>> > > >>> > > http://docs.ofbiz.org/display/OFBIZ/CRM+Sales+Force+Automation+Plan >>> > > >>> > > We plan to have some people working on this here and there in the >>> > > near future, but any and all help and collaboration is of course >>> > > welcome! >>> > > >>> > > BTW, this might be better in another thread, but we eventually want >>> > > to pick up on the Project Management app and help with that some >>> > > more too (we're working internally to do some analysis and define >>> > > some specs and such right now). One of the things that we definitely >>> > > want to do is create a separate webapp specifically for clients, and >>> > > another specifically for non-manager employees and consultants. >>> > > >>> > > Anyway, yeah, let's move these along! >>> > > >>> > > -David >>> > > >>> > > >>> > > On Mar 4, 2008, at 7:49 AM, Hans Bakker wrote: >>> > > >>> > >> Should we start a design document explaining the principles of the >>> > >> system? like i did with project management? >>> > >> >>> > >> David, what are your ideas? >>> > >> >>> > >> On Tue, 2008-03-04 at 21:20 +0700, Hans Bakker wrote: >>> > >>> David, Anil, Vikas and others >>> > >>> I have a customer interested in the new SFA system using leads, >>> > >>> contacts, accounts, activities, opportunities and communications. >>> > >>> Currently they use an older version of CRMSFA as test however they >>> > >>> are >>> > >>> interested using the new SFA system as it is currently in Jira. >>> > >>> >>> > >>> Anybody else interested? We could build the system in the next 3 >>> > >>> months. >>> > >>> >>> > >>> I see that the activities stopped....what are the plans for the >>> > >>> next few >>> > >>> months? >>> > >>> >>> > >>> I can contribute substancially, but cannot do it on my own. >>> > >>> >>> > >>> can we work together? >>> > >>> >>> > >>> Regards, >>> > >>> Hans >>> > >>> >>> > >>> >>> > >> -- >>> > >> AntWebsystems.com: Quality OFBiz services for competitive >>> rates..... >>> > >> >>> > > >>> > >>> > >> >> > > |
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