Bikur Cholim בקור חולים

Thursday, July 14, 2011

Q & A for Finding out a Client's Needs - Part I

====== Q and A = ======
Q. What will the database be used for? ======
- Could you please confirm exactly how, and what for, the Filemaker database is or will be used?
Have you already implemented this database software, and what kind of data is stored in there?
A. If we're going to use FileMaker Pro v10, it will be to manage our business.
This would include:
ITIL compliance
Service Management
Service Delivery
Contact Management
Job Scheduling for Cyclical, Proactive and Reactive Maintenance and Inspection
Task-Based Routing
Real Time Updates
Field and Office based Voice, Data and other Communications
Document Management
Customer Relationship (See what others did and buy in their system or copy their idea, for example: http://www.evolvit.co.uk/databases
Experience and Service Management
Web Integration

Online Sales and a host of similar operations that we do (or would like to do) in our growing business.

====== CRM software ======
Q. We also spoke about a CRM software.
Could you please confirm the exact use of this software.
What type of information/data will this be used for?
A. We need to look after our customers (reasons for this are self-explanatory - I hope . . .) and this entails:
Acquiring, Keeping and Upselling customers
Analysing Prospective and Existing clients,
Continuously improving Customer Service
similar operations required to maintain a steady flow of new business from our customers.
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===== Reference =====
*For Data Access, see: http://subsonicproject.com/
*Reference Sites: This would do exactly what we were discussing in the past (RFCs, Problem Reporting, Bug TRacking etc.) http://www.datadesignlabs.com/IGotIssues.html
 *[[Mobile s | Mobile Specifications]] *
[[Phase II | FileMaker Phase II]]
 *[[Web dev medium | Web Dev]]

* ===== Glossary =====
 - Combox = Dialogue Box
 - KeyComb = Key Combination

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