Over some period of time we have studied the NS software design and functionalities and have made some additions to add some more features which we think could add to the value of the software.
Anyone with experience in the field or thinks can give inputs please connect with me.
Looking for connections and feedbacks.
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While I found quite some interesting suggestions on this site (the typical WP vs. Joomla) I just couldn't find an answer that could help me get started.
I know this is close to some of the other CMS questions but I'm missing specificities that need answering.
I'm looking for a CMS that can provide me with the following key functionalities, either through minimal programming or additional plugin installations. I'm stating this because it won't be just me, who can program, but also other trainers who are not technically inclined that will handle the site (in the future).
The functionalities I'm looking for:
Schedule management of training
Trainees of the club must check-in before or after the training to proof attendance, thus site must be mobile friendly. This is more proof-of-concept since not everyone has/wants a smartphone.
Each trainee has his own profile that logs said attendance
Possibility to provide feedback on training. For example: give a thumbs up on the last training, give a "yellow card" if the trainee misbehaved, two/three/four and you're prohibited from training ones/twice/thrice.
The attendance allows the trainee to become eligible for the next exam
Schedule management of said exam
Yearly subscription reminders for the trainees and if under-aged required parent information
Management of trainee profiles and subscriptions
Is the above possible through a CMS or is it too specific and will I need to program this myself? Either is fine by me but I'd first like to find out if a CMS can offer this.
I've decided to Go for a custom solution using ReactJS.
There are very good open-source solutions for the admin part and the open/client part is fairly simple so React is perfect for what I want to achieve. Additionally, it also challenges to think differently since I never worked with ReactJS before.
With ReactJS I have a lot of freedom in how I implement the above scenarios while at the same time have a lot of support available online in cause of issues.
I am an Epicor and Crystal Reports Newbie. I have started working with these programs a month ago, when I was hired. I am still trying to figure out how you know whether you are trying to customize a BAQ, Dashboard, etc. How to know where/when to make a new BOM report and such. If anyone out there has some tips, I would greatly appreciate it. I feel slightly intimidated by the program but am also determined to learn my way through it.
Thanks!
Toohey! Welcome to the world of Epicor!
Although I'm sure in the past couple of months you have learned the ropes, here are some extra tips to keep you moving forward:
That is not part of the system functionality
In order to keep costs under control, err on the side of not making system customizations to meet all user requests. You will quickly see that adding a quick field as a customization to a form isn't just the 5 minute change it seems like. You will soon be creating several custom reports and dashboards to report off of this field, and the cost of the change soon outweighs the benefit in many situations. As you become more familiar with this, try to balance ROI against the high cost of Epicor system customizations. It is best to lead with "that is not part of the system functionality", and when they push the issue, treat even small changes as controlled projects.
BAQ and Report Changes
Inevitably, you will need to customize the system's BAQs and Reports to meet your business needs because the standard system isn't designed exactly for your business.
Epicor has standard BAQs that start with 'z' and many reports. You should avoid editing the stock BAQs and reports, because they will be overwritten with each patch of Epicor. Instead, copy the standard distribution BAQs and rename the copies using your company initials as a prefix. Similarly, you want to create a custom reports folder separate (or within) the standard reports folder where you place all of your modified reports. You can then link the menu to the BAQ Report or Report Data Definition, and link the report style to the location of your new custom report on the server.
Customizations
Maintenance of customizations has a high long-term cost if you do not have in-house developers. A critical piece of advice here is to make sure all of the code, be it in C# or VB, is thoroughly commented. Even if you're generating code with a wizard, do yourself a favor and put a standard header into the script of every customization that includes the first date of the customization, when it was modified, and detail everything that was changed (especially if the change was a property change or a field addition that does not clearly appear in the script). Customizations have been known to fail for unexplained reasons, or create bad script that is not editable through the standard Epicor interface, and there may come a time when you have to rebuild the customization from scratch using only this change log and things you can clearly see in the form. You should save your customizations with some obvious standard naming convention (something like ORDER_ENTRY_CSR_YYMMDD), and make sure you update all menus to reflect the newest customization for the purpose you're using it. We also export our customizations for archival, just in case something should happen. Another note here is if you do not increment the customization name on a change and then update the menu items, users will still be use locally cached versions of the page until they clear their client cache. So, I always recommend incrementing. Another note on customizations and every custom exportable object in Epicor is to do yourself a favor and export them to either a source control system or a file repository so that after you deploy a faulty customization, rolling back to the previous version is quick and painless.
BPM Directives
As you're probably aware by now, BPM directives are powerful tools which can be used to update tables and prevent users from making terrible business decisions. A note on these is similar to customizations - comment comment comment!
Consultant Use
If you are using external consultants to create BPMs or Customizations, mandate distribution of commented source code that can be understood internally by one of your team members.
I hope this helps!
Source: 4 yrs experience as an Epicor ERP programmer
I would like to add that you should develop any Customization, BPM or Baq/Dashboard in the test system because any error on a solution can stop users from perform their job. Also, you can use a powerful tool called tracing options that helps you to recognize where to place the BPM directives. Further more there is a huge Epicor forum where you can post questions and a comunity of consultants , developers and users will answer your questions, and advise you about best Epicor practices, and it is completely free. You need to register on it; this is the link www.e10help.com.
Thank you in advance for reading this. Here is the situation. I have been working on a online guitar shop using Magento CE 1.7 for several months. I greatly underestimated the cost of the site and I know that is my fault not the client who by the way is a great guy. There where many issues that took a lot of time including having to move it from a testing server to the real domain, many logo tweaks etc. I am almost done with it and really need to “stop the bleeding” so to speak however there is one feature that he really wants that I am at my whits end with.
Its a custom order form for guitar pickups. He had one on his old site that was don’t in ASP and besides not knowing ASP we are now on a Unix server.
His requirements are “the ability for someone to choose a category (ie: 7-string, Strat Replacement, Tele Replacement, etc) , and then have it be able to only show options that are applicable to what that selection. I want customers to be able to see descriptions of each pickup somewhere on this page. I also want people to be able to see what the covers/colors look like when they choose that.”
I was able to use the way back machine to at least show you guys what he wants, here is the link http://web-beta.archive.org/web/20120127233223/http://www.axepalace.com/pickup_order.asp
Here is my attempt to create it with a product with lots of options. http://axepalace.com/pickups/bare-knuckle/bkp-order-form/bare-knuckle-pickup-order-form.html
So could anyone please give me some feedback / suggestions. My sanity would really appreciate it!
I was recently asked by a Team Leader (not mine) if I would be willing to undertake a programming project. The members of his team are currently pre-occupied with other more important projects. I graduated college two years ago, and up until now programming has only been a hobby of mine. Recently I decided that I would like to pursue a career in software development. I accepted his offer so that I can gain some real-world experience and start building a portfolio.
In about an hour I'm scheduled to meet with the Team Leader to discuss the details of what he needs. From a short e-mail exchange with him, I know that the base project is to update an existing ASP.NET form—but I also think there's more to it than that.
Considering that I'd like to eventually put this project in a portfolio, what kinds of notes should I take at the meeting?
Take whatever notes you can that will best help you understand the use cases and the user requirements. Everything else is just technical details that can be figured out later.
I graduated college two years ago, and up until now programming has only been a hobby of mine.
In that case, my suggestion is:
revel in your ignorance.
Make the most of the fact that you know nothing and you're being given an opportunity to learn - abuse the chance to ask as many questions as possible of the Team Leader in question regarding what type of questions you should be asking and how you should be documenting what you learn.
You only get one chance to be ignorant, once you've wasted it you have to spend the rest of your life as a know-it-all; take the chance to enjoy the learning process.
Get a list of people who are the intended users. Talking with them will allow you to flesh out the overview that the Team Leader gives you. It is likely that the intended users have a very different understanding of what the app is supposed to do than the TL does. So you'll likely be going back and forth for a while. It's well worth the effort though because you'll do much less re-coding.
Try to understand that the Team Leader him/herself might not even have all the requirements available right at the beginning. Be prepared to be hunting down people and writing all these requirements down as they come in.
Things will change during development, new problems and new requirements will always be popping up.
Three things:
What: What is the software supposed to do, the more detailed you can manage to get the other person to be, the better.
How: Are there any known constraints? For example, if it has to ask for a telephone number, does it have to validate nationally/internationally/not at all. Does it have to run on Windows 2008/2003/all
Who: Two sides:
Who will answer any questions you'll have, will you setup weekly progress meetings?
Who will use the software, can you get their early input on your prototypes, can you ask them for opinion/requirements?
One thing I've found very helpful is carrying a hard-copy of any existing requirements (use cases, wireframes, whatever) or any other potentially useful information in a 3 ring binder to any project meetings I attend. If the meeting strays off topic or questions about previous discussions or documents come up it is very nice to have the information at your fingertips in a format you can make notes on, pass around the table etc.
As a bonus, I find most people don't carry any documents to meetings, so you'll also end up looking like you are a real go-getter who is always prepared, which is never a bad thing.
Main downside to this is that you'll waste paper if the documents are updated and changed frequently.
Find out the where as well, where are the files you need stored on the network, where is the source control repository for the project, etc.
Since this is your first taste of doing a real world project, please please please make sure you use source control even if you are the only dev on the project. Your co-workers will thank you and you will thank you the first time you need to back out a change that didn't work.
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I'm working in a small company and weeks away from deploying a web-app that will be used a lot. Everyone at one location will have to learn to use it, and although I think it's pretty easy and intuitive I may be biased.
I've written a help guide with plenty of screenshots that's available on every page, but I'll still need to train everyone. What's the best way? How do you take a step back and explain code you've been working on for weeks?
First try to avoid the training:
Perform usability testing to ensure your web app is intuitive. Usability testing is a very important aspect of testing and it is often ignored. How you see your system will probably be very different as how a new user sees your system.
Also add contextual help as often as you can. For example when I hover over a tag in stack overflow, I know exactly what clicking it will do, because it tells me.
Also this may seem obvious, but make sure you link to your documentation from the site itself. People may not think of looking in your documentation unless its right in front of their eyes.
About training documentation:
Try to split up your material into how your users would use the system. I personally like the "trails" option that Sun created for their Java tutorials. In this tutorial you can do several things, and you can chose on which trail you'd like to go.
Support random reads in your help documentation. If they have a task to do in your web app, then they should be able to get help on that without reading a bunch of unrelated content.
Make sure your documentation is searchable.
About actual training sessions:
If you are actually performing training sessions, stay away from explaining anything related to your code at all. You don't need to know about the engine to drive a car.
Try to split up your training sessions into very focused aspects of your system. If you only have 1 training session available to you then just do one specialized use case of your system + the overall description of the system. Refer to the different parts of documentation where they can get help.
Letting the community help itself:
No matter how extensive your documentation is, you'll always have cases that you didn't cover. That's why it's a good idea to have a forum available to all users of the system. Allow them to ask each other questions.
You can review this forum and add content to your documentation as needed.
You could also open up a wiki for the documentation itself, but this is probably not desirable if your user base isn't very large.
Few ideas:
Do you have some canned walk-through scenarios? Don't know if it is applicable for your product, but I built a pretty substantial product a couple years ago and developed some training modules that they'd work through - nothing long, maybe 15 minutes tops for each one.
I put together a slide presentation that hit the highlights to talk about what it does. I would spend about 10 minutes going through the app's highlights to familiarize them with it before doing the hands-on stuff.
People don't tend to read stuff, unfortunately. You could put hours and hours into a help document, and still find that folks simply don't read it or skim over it. That can be frustrating. Expect that answers that are in your guide will be the topic of questions your users will have.
Break up any training you do into manageable chunks. I've been to a full-day training exercise before and the trainer broke it into short pieces and made it easy for me to get the training topic in my head. You don't want to data-dump on them because their eyes will gloss over and you'll lose them.
Ultimately, if your app is highly usable, it should be a piece of cake. If it isn't, you'll find out. You might want to have a few folks you know run through your training ahead of time and give you constructive criticism on it. Better to fix it before the big group is trained. You'll be more confident in the product and the training materials (whatever they are) and you'll likely have a better training experience.
If applicable, provide an online help/wiki/faq for them. Sometimes that is helpful.
Best of luck!
You should really have addressed this issue a lot earlier in the development cycle than you are doing.
In my view the ideal scenario for corporate software is one where the users design their own application and write their own documentation and I always try to strive for this. You should have identified key users early on and designed the system with them (I try to get my users to do basic screen designs and menu layouts in Excel or similar - then I implement that as static pages and review before writing a line of significant code, obviously they won't get the design right first time, but it's your job to guide them - and ideally in a way where they think they came up with the correct design decisions, not you :-) ).
These users should then write the user documentation from this design in parallel with you developing the system. I have never seen help documentation delivered by a IT department/software company used significantly in a corporate setting. Instead what happens is the users will create their own folder of notes and work-arounds and refer to this (in fact if you're ever doing system analysis to replace an existing system finding the 'user-bible' for the old system is a key strategy). Getting the users to write their own documentation up-front simply harnesses what will happen anyway - but this is vastly easier if the users feel they have ownership of the system because they designed it themselves in the first place.
Of course this approach needs commitment and time from your users, but generally it's not that hard a sell. It's trite, but working as a facilitator so the users can develop there own system rather than as a third party to give them a system pretty much guarantees user acceptance.
As you are where you are you're too late to implement all of this, but if you can identify a couple of keen, key, users and get time from them to write their own documentation then that would be a good move. If you can't get even that then you need to identify an evangelist who you can train to be the 'departmental' expert and give them 110% of your energy to support them.
The bottom line is that user acceptance is based on perception, and this does not necessarily correlate with how usable an system actually is. You have to focus on the group psychology of this as much as the reality of the system, which tends to be tricky for developers as we're much more factually based than most people.
I'll be looking into something like this too in the next few months.
In your case, hopefully the UI has already undergone user acceptance testing. You say you work in a small company. Is it possible to get the least tech-savvy person there to try it out? In fact, get them to try it out without any guidance from yourself except for questions they ask. Document the questions and make sure your user-guide answers them.
The main thing for me would be logic and consistency. If the app's workflow relates logically to the task it has been designed to accomplish and the UI is consistent you should be OK.
Create a wiki page to describe the use of your system. Giving edit rights to the users of your system lets the users:
update the documentation to correct any errors in the initial release of documentation,
share any tips on usage they may have found.
share unusual uses for the system that you may not have thought of.
request features.
provide any workarounds they've found while waiting for the new functionality to be implemented.
Try a few users first, one or two in a small company. Mostly watch, help as little as possible. This tells you what needs to be fixed, and it creates an experienced user base - so you are not the "training bottleneck" anymore.
Turn core requirements/use cases/storycards into HowTo / walkthroughs for your documentation.
For a public training, prepare a 10..15 minute presentation (just that, not more!) that covers key concepts that the users absolutely must understand, than show your core walkthroughs. Reserve extra time for questions about how to solve various tasks.
Think as a user, not as a techie: - noone cares if it's a SQL database and you spent a lot of time to get the locking mechanisms right. They do care about "does it slow me down" and "does something bad happen when two people do that at the same time". Our job is to make complicated things look easy.
It may help to put the documentation on the intranet in an editable form - page "comments", or wiki maybe. And/or put up a "error wiki" for error messages and blips - where you or your users can quickly add recomendations, workarounds and reasons for anything that does not go as expected.
Rather then train all those people I have chosen a few superusers (at least one person from each department) and trained them to teach the rest of the employees. It is of course vital that those super users are
well respected in their departments
able to teach
like the application
The easy way to ensure that they like the app is to have them to define the way it should work :-). Since they should work with this app each and every day they are the prime stakeholders, no matter what management states