Adilas.biz Developer's Notebook Homepage

[reset this page] . [historical web outline - entries by month] . [adilas community funded projects] . [contact adilas.biz support - email form] . [help]

Search The Adilas.biz Developer's Notebook
Time Period:	Daily (enter the day you want to see) Monthly Custom Date Range to
Template Filter:
Color Code:
General Text Filter:	(use a plus "+" sign to separate search terms. ex: jack+jill+hill)
Sort Value:

Adilas.biz Developer's Notebook Report - 7/1/2013 to 7/31/2013 - (44)
Photos	Time Id	Color	Title/Caption	Start Date	Notes
	AU 1684		Daily Tasks	7/1/2013	• Emails and light tech support. • On the phone with Steve. He was showing me some of the Flash charts and graphs he was using on a few of the custom pages. We did a GoToMeeting session and worked on code together. He was working on loops and arrays. • Went in to town. Tons of adilas errands. Safe deposit box stuff, went to Bridgerland, chatted with an associate there about adilas, went to the bank to talk with a contact about an adilas demo and then to Staples to get a new scanner. 20 miles. • Went in to Smithfield to work with my brother on adilas training clips. He sent me home with a couple more clips and we spot checked some of the clips together. He is doing well.

	AU 1685		Daily Tasks	7/2/2013	• On the phone with a client going over ICC’s and what our goals are for Internal Cost Corrections. We went a couple of rounds and talked about math calculations on the fly and pros and cons of different options. • Finalizing things on the old dedicated server. Called and told them to turn it off. Got a full database back-up file from the old server. The current database size is about 4.5 GB. • Emails and tech support. Small invoice line item label change to show a qty. Mapped to the quantity field. • Going through emails. New logo for a play site for a tree cutting service. • Emails, expenses, and installing new printers and scanners. Backing up files. • Went in to town with my brother. His hard drive crashed and we had to go get a new one. We bought the hard drive and then went to Smithfield (his home) to set things up. We had a few system issues and ended up coming up with a temporary solution. My dad was helping my brother and I with the system issues. 20 miles. • Installing and doing our first round of videos through Sorenson Squeeze (video compression).

	AU 1706		Daily Ideas	7/2/2013	-Ideas from a client and sub-contractor of adilas – A mini credit card receipt that is a summary of the ticket and may be printed per transaction. Basically, mimic a standalone credit card terminal. It prints out a receipt for every card swipe. -Another idea is make it smart if the customer already has an outstanding balance and the person is in the checkout mode, the system would know to apply the overage to other outstanding tickets. Basically a mix of payments on account and normal cart check out. -ICC’s or Internal Cost Corrections may need to help with transfer invoices as well. This was noted because the main focus has been on normal PO’s and invoices. Transfers are also using costs and quantities. Make sure to include them as well. -On individual flex grid tie-ins (per main item) – We need the ability to sub sort, show/hide, and even export details on a per main player or object level. For example: Say a customer has a number of flex grid tie-ins. Say we only wanted the tie-ins that had the color red as part of a custom field. Or say we had tons of flex grid tie-ins for the specific customer but only wanted the items that have a date between x and y. Basically, a quick and easy way to sort specific assigned pieces of flex grid. This could be a point and click or a full on advanced filter option. The secret is the flex grid items are already assigned to a single item – then we filter the results even tighter or by more details. -We need to be able to duplicate expense/receipts. -Ideas for quick search keywords – From one of our reps. - Verify of bulk = bulk verify reports for deposits and expense/receipts - Main, line, payment = sub of the “adv” or advanced search options - Total = go to totals reports - Admin = go to admin reports - Date = anything with that date

	AU 1686		Daily Tasks	7/3/2013	• Squeeze stuff and crunching tons of videos. I’ve got two computers going. One for code and graphics and one for video stuff. Worked on the “World Building” graphics. My wife helped me with some verbage. We changed the “object level” to the “individual level” and also changed the time part to read “run all levels over time”. Sent out an email to Steve and others requesting feedback and ideas on the world building concepts. • Brainstorming and recording notes. • New logos for two companies.

	AU 1707		Daily Ideas	7/3/2013	-We have had a number of requests to help with emails and notifications. If we wanted to, we could set up each company with their own email address and then use that address to send invoices, updates, notifications, etc. For example: Say for a company called XYZ Construction. The email address could be xyz_construction@adilas.biz. The addresses could be a forward only address. We could then call a special web service and use a single send method to use the email functionality that is wanted. -As a pro – if we did the email stuff for our clients, each person that they reach out to would see the name adilas.biz. That is good advertising as long as it doesn’t get abused. -I am so thankful for help from above. I know that my Heavenly Father and His Son live! I get help all the time in more ways than I can count. Just trying to some credit where credit is due! Yee Haw! -Do a flyer showing tools: - Head & Mind - Paper & Pencil - Word Processors - Spreadsheets - Databases - Software & IT (Information Technology) - Web & Cloud - Custom & API (Application Programming Interface) - World Building

	AU 1687		Daily Tasks	7/4/2013	• Uploading YouTube videos on one computer and working on the other computer. • New logos for two companies. • Also did a proposal for an email option right from inside of adilas. This would be a direct emailing option or corp-wide setting. • Custom part number migration for a company. Finished up the part number migration. Sent an email to Steve with details. • YouTube video stuff for adilas training videos. Uploading clips. Browsing videos to get an idea of what it contains. Watching some finished clips. • Also giving a small demo on adilas to my brother.

	AU 2290		Adilas.biz Training Course Video Descriptions	7/4/2013	Adilas.biz Training Course: Video 3: - Small demo, photo galleries, permission and how ti effects the classic homepage, chooser, introduce the interactive map, basic navigation, how things are connected basic overview, setting your own interface of homepage. Video 4: - Dynamic templates, adilas.biz was designed to ride on top of browsers. Small shopping cart demo, Video 5: - Demo A/P waiting room, splits, adding documentation of PO or Purchase Orders, paying off PO’s in bulk, cause & effect relationships, drill-down Video 6: - Demo general inventory pool, parts and products, corp-wide settings, adding a part category, adding parts and inventory, add/edit parts, showing how items and objects show up for roll call, selling items in stock, small recipe/build demo (build & sell) Video 7: - How the shopping cart is held in the browser’s session. Hide and show line items. How to build a PO. Building PO’s, edit main, Request vs. live PO’s, PO types, incoming inventory tool, help files for every page Video 8: - Real time costing on inventory, payables, who owes who money and tracking things on the balance sheet. Changing from a request PO to a live PO. Difference between vendor specific inventory vs. generic or homogeneous inventory. Let operations lead and accounting will follow. Freight, use the PO as a tool. Light accounting logic dealing with inventory tracking. Video 9: - Overview of concepts covered, interactive map, objects and data over time, audit trail, permissions and settings, easy search-ability, bring everything together, traditional double entry accounting basic history, we track data and connect pieces together. Video 10: - Building a basic expense/receipt

	AU 1688		Daily Tasks	7/5/2013	• Emails and notes about “standalone declarations”. These are financial entries that need to be made but don’t have any backing – thus the name standalone declarations. • Also uploading lots of YouTube videos that my brother has edited. • Emails and phone calls. • Bank stuff, uploading YouTube videos, and recording notes. • On the phone with Steve going over a number of different topics. We talked about the ability to email an invoice for a customer. We talked about sending a simple invoice that has links to other backend eCommerce options. I told Steve that we are pushing up a bunch of YouTube videos with adilas training stuff. We also talked about Denver training stuff and the adilas world section of the main adilas site. • Making some small tweaks for different adilas flyers.

	AU 1708		Daily Ideas	7/5/2013	-This is somewhat random but we have had the request (multiple times) to add some sort of option to show/hide adjustments that a CPA makes to the financials. Basically, adilas tracks things very literal and exact. However, many CPA’s want to adjust different entries or accounts for different reasons. These adjustments are used for taxes but sometimes owners and managers want to see what is real vs. what shows up. In a way, it is almost like two sets of books. The suggestion from the users is to add a non-counting day and then be able to pull reports with or without that extra day. The problem is you can’t just add a day to any given year. I think that the answer is in a concept called “standalone declarations”. Maybe those entries could have a special flag for “real” or “tax only” purposes. These entries don’t exist yet but in theory, they would be standalone entries that get mapped to specific areas or sub areas of the financials. The reason for the name is – they (the declarations) are made but potentially not supported by anything else in the system. Thus the name “standalone declarations.” Other notes have already been recorded on this subject. The concept of an additional date may be done by allowing a general date vs. a real physical date. For example: A general date may be something like – in 2013 or in May 2013 vs. 5/20/13 (physical). Just ideas. -Little things can add up to great values. Today I was picking up trash while looking for my son’s pocket knife. He lost his knife last night at the 4th of July celebration. As long as I was looking for his knife (an hour) I decided to pick up some trash. By the end I had a bulging pocket full of trash. It reminded me of a talk I heard from Elder M. Russell Ballard of the quorum of the twelve Apostles called “Finding Joy Through Loving Service”. It had a story about a miner/prospector that was looking for gold. He didn’t find any nuggets. Finally, an older miner told him to collect the little flecks of gold instead. Even though they were small, they amounted to great worth. Just like the small pieces of trash in my pocket. I did find the knife that I was looking for but I also learned some great lessons along the way. I’m very grateful for tons and tons of tiny lessons along the way! -On emailing invoices – We want a simple invoice with links to view the eCommerce invoice, auto login, and do more backend features. We would also like to add links to shop for more products. Basically, help the people do some advertising. They (our users or clients) may also want options for CC’s (carbon copy) for multiple email addresses. -In a way, admin corp-wide settings (hidden) are almost like corporation permissions in a way. -On ICC’s (Internal Cost Corrections) – We may want to include invoice classifications. These are corp specific categories for their invoices. That way, you could quickly go see any and all ICC invoices. -On emailing invoices – We could pass along the corp key id, the customer id, and the invoice number. We could also pass along a hash value for security. The hash could be a mix of the other three values. That way we could check for hacks.

	AU 2291		Note	7/5/2013	- On email invoices… send links to auto login, see invoice, and do more shopping (eCommerce), multiple CC’s – use the corp, cust id, invoice and then do a hash - Conference room for Denver Training – Moose’s Lodge on Sheridan & Alameda - ICC’s – shrinkage invoices, invoice classifications

	AU 1689		Daily Tasks	7/6/2013	• Brainstorming on concepts and ideas for business world building. Lots of mental scenarios. • Working on a contract calculator page. Finished calculator and posted online. Light testing. • Working on a custom project for a teacher using adilas for students and teachers. • Online reviewing some custom code that Steve did. It looks good. It has a custom interface and a custom debt calculator. His skills are definitely improving. Good stuff. • Emails back and forth and some planning on our current to do list. • On the phone with Steve. Lots of talk about custom code and fun upcoming projects. Lots of things are clicking and popping. • Working on a new flyer for the July training event. Also working on showing new YouTube videos. Added all 24 new YouTube training videos to adilasuniversity.

	AU 1709		Daily Ideas	7/6/2013	-Domain name ideas: www.businessworldbuilding.com & .biz; www.adilasworld.com & .biz.

	AU 1690		Daily Tasks	7/8/2013	• At scout camp for a week. The boys are in class so I’m going to work for a couple of hours. Working ecommerce and setting up shipping options.

	AU 1691		Daily Tasks	7/9/2013	• Working on shipping part of eCommerce.

	AU 1692		Daily Tasks	7/10/2013	• Working on the add/edit shipping address page. • Finished up the shipping part of the eCommerce page and section. Lots of work with adding new ship to addresses. It is fun to see pieces get done so that we can move on.

	AU 1693		Daily Tasks	7/11/2013	• Working on the final review and payment page for eCommerce. • Working on the payment page.

	AU 1710		Daily Ideas	7/11/2013	-Imagine being on a hike and seeing a yonder point of interest. It may look far and/or unattainable – pretty common. What if you had a good buddy that said – “Hey, I’m headed over there to xyz point of interest. Do you want to come?” That simple invite may be enough to help motivate you to take an adventure and embark into the unknown. The point of interest is still the same. The difference is the invitation, the goal, the companionship, and the support.

	AU 1694		Daily Tasks	7/12/2013	• Working on the credit card payment page for eCommerce.

	AU 1711		Daily Ideas	7/13/2013	-On the content server settings – It would be really cool if we could point each corp to whatever content server we needed to. This could be their own server, a shared server, etc. Basically, make it an admin corp-wide setting so that it could be pointed to wherever. This may affect costs and such as well. -On the API (Application Programming Interface) – What if we allowed companies to control things down to the error/success messages and even to the redirect link level. What this means is use the database as a source to hold more and more in-line custom code to help an app or function perform as needed. This includes options of serving up custom middle ware solutions.

	AU 1695		Daily Tasks	7/15/2013	• Emails and uploading more videos to YouTube for the adilasuniversity.biz site. Lots and lots of emails. Trying to get caught up after Scout Camp. • New logos for companies. • Posted current eCommerce files online. Posted a couple more YouTube videos to the adilasuniversity.biz site. • Working on eCommerce and different payment options. On the way to Colorado. • Went to Colorado for a July adilas training event. Took both my sister and my brother out with me to the training event. Total trip miles – 1,593 miles.

	Adi 715		Denver Adilas Training	7/16/2013	Denver training course. First course to cover eCommerce and new settings.

	AU 1696		Daily Tasks	7/16/2013	• Went in to day one of the Denver Training event for adilas. We met at the Moose Lodge; the building was a multipurpose room (where we did the training) and a bar/diner/pool hall. It looked a little random but ended up working out just fine. We set up the class room and added a bunch of tables and chairs. David ended up bringing a large movie screen, which really helped. There were a couple of new people that came to the training. We had 3-4 online over GoToMeeting and we had about 10 in the live class room. The day started with Steve giving a basic sales demo. It was fun to watch him do that. We then spent most of the day talking about corp-wide settings, sales, quotes, invoice, etc. We covered services, generic products, vendor specific items, and PO’s. Great class. We used the world building graphics quite a bit and tried to relate back and forth between the graphics and what concepts and/or levels we were playing at.

	AU 2135		Adilas 3 Day Training Notes - Denver	7/16/2013	General Notes for Adilas Training in Denver Day 1 - Tues. July 16th - Focus: sales and inventory Steve - demo/overview: -Mainly covering sales - shopping cart, interfaces, -Cool demo and overview with serialized and stock units -Think it up, and then let adilas try to follow your flow IDEA: Steve mentioned that it would be neat to get someone on a demo... or maybe we could even film them and put it online.... but get a user that uses a touchscreen (like those that have a touch screen/computer flat together, it tilts) they can just go to town on their touch screen IDEA: Maybe this is kind of like what Brandon & I talked about when we visited the Mixing Bowl... but that would be really neat to do some high quality filming on locations to see how various users use adilas... like mormon.org type thing... that would really be so neat and could be a great asset for marketing... just a quality little video demo with really users -Recipes - Build & hold/Build & sell Cannot overemphasize how important setup is! SETUP is critical - that makes users happy, satisfied and that can create more successful adilas users. IDEA: Would it be worthwhile to have a special training for reps and consultants to specifically help them be effective with setups? Helping consultants so they can help their clients. -Ability to archive - Standard Operating Procedures (SOP) right onto their site, so that the company can have its specific guidelines for use - that is really neat Adilas - REAL TIME, anytime and can be SO incredibly effective and help your client to be successful when you give them the correct tools (setup), and help them to use it successfully - No lag time with understanding what is going on with your business, you can know everyday Dream it up - and you can make it happen! It is what YOU WANT! That is one of the greatest features for users! -Adilas Project - Steve called it - I'd never heard them mention that term but I liked it. Adilas is trying to help business owners accomplish their goals and be successful. -Just getting clients/users going... you can start them with a little bit and add more pieces as they are ready for more, wanting to incorporate more. You can fill in the backend later. Just get them using the system on a daily basis and then you can incorporate other aspects as you go. -The most important thing is to know what your client wants, needs, what are their goals? Then set them up in a way that they can accomplish that and understand how to be successful. Mirror the physical in the virtual. (What they do with their hands - do in adilas.) Back with Brandon: -Planning out what you want on paper - very useful tool -Setting up a consulting business -How many worlds = corporations (EINs, entities)? Locations - various locations under the same corporation or entity -Print help file on the main page when you set someone up so that you can get them back in should they log themselves out... -I think a great thing Brandon did is having them walk them through functions - when something was missed, or just general practice and repetition -Rep: get all the info you can independently before you start - like tax settings, etc., etc. Then anything they need you can go through with them... but get what you can before the sit down setup. IDEA: connect a video link to the permissions and settings area so that people could watch a brief blurb instead of reading the info to the side if desired - idea from Russell Back from lunch: -A brief history of adilas - started from a question of how long has adilas been sold -It is so interesting how much your goal really does affect what we do in training or how we use or work with adilas tools - -So many ways to play the game or get what you need/want - i.e. they were talking about duplicating the PO's for generic items to switch locations... so many great tools -People LOVE the Quick Search when they see how it can be used -When people see what adilas can do, they LOVE it! It's just getting them to be able to see, understand, and use adilas successfully. -You can start from SO many different places. When you have parts you can start your cart from there, you can quick search start, you can start with customers, etc., etc. -Remember to use your browser tools and assets -Be consistent in adding your items with everything (customers, part numbers, just keep it the same - all lower case or first letter of word capped, etc. -People love seeing the possibilities - they love seeing the speed, they love seeing things that make their work faster, easier, more efficient - all of the tracking, accountability barcodes, reporting - history, quick buttons, my cart favorites etc., etc., etc. -My cart favorite buttons - pretty snazzy stuff

	AU 1697		Daily Tasks	7/17/2013	• Went in to day two of the adilas Denver Training. Setup tables and computers and screen. We had similar people attend day two of the training. It varied a little bit each day but not too much. We reviewed PO’s and parts and then jumped into customers. We had two of the class participants show some of the CRM (Customer Relationship Management) stuff. We talked about customers, elements of time, and customer billing. Good day and great class.

	AU 2136		Adilas 3 Day Training Notes - Denver	7/17/2013	DAY 2 - JULY 17th: Idea for focus - CRM, eCommerce, Flex-grid, Elements of time Review/demo with Steve -Going over PO creation, getting inventory in -Can use reference number to help select specific groups, for closeout items or etc. -Verify & lock PO's - is really a communication tool between off site receiving & another site for accounting - allows to verify that things have been received.... -Much easier to just get the little swiper or key it into adilas so that all of your data is there & tracked. Much easier than having a separate card swiping system which you have to record approval numbers back from the batch, etc., etc. Much easier if it is all contained in adilas. Adilas also can connect all of the info from the swipe - the approval number has a drill down with all of the details and you can even void a transaction in adilas if it's within that business day and the batch hasn't been settled -Covering credit card transactions - people really want to be able to use this function for demos -"This is an eBusiness buffet, have fun!" - Brandon Back training with Brandon **Training, education, education, training! Obviously that is why we are even in Denver but there is such a need for it! We have a lot of exciting things coming and it will be so exciting to get the user guide up and going with interactive videos and education from the conceptual level through tech level IDEA: (apparently already recorded) but have a template for inputting new employees, to help save on time -Customer Tax ID# - a great field to just modify to what you need (for Russ with family history, maybe this is their Reference tag) -Customers: a fun little demonstration with Danny & Santiago -Customers throughout the morning -Training & questions on customers (CRM) -Elements of time - often the question is presented - can you get it to prompt you? Push technology -Fits into round 2 of elements of time -IDEA: It would be cool in the follow ups or whatever... is to have the dates on the mini calendar as a link that automatically populates field - way too much work for right now - automated will come in the future. COOL - Something I did not know, but is a cool little thing. You can add links in the adilas logs... there is an automatic link if you fill in the web address for the customer... but also by html compatible log notes... which for Russ's question for family history essentially means every log note you make - say for referencing census reports, death records, etc., etc. - you can add html text to create a hyperlink in your log note, so you could reference right to that sight... that is pretty snazzy (with family history, I don't know how reliable the site sources are, or if you need a scan or pic from it???) It is going to be so fantastic and incredibly powerful to have the "create your own buttons" for what you do or look at or need to get to fast, etc. or being able to write custom code for your specific purposes. Really neat stuff! -When you know where things are stored and you know your methodology it is amazing how easy and the capacity you have to pull that information. -Copy and paste emails to the log, then you have all of the information and the entire story that has occurred... as much as you put in, you can get back -Additional contacts is a great place to add subs or things like "Ship To", "Shipping Address" or whatever you need -I love that adilas is created to be not limiting - - so many applications don't let you do certain things or don't allow certain things because for various reasons they limit it to a specific scope or don't realize other capabilities -Cool sounding function on elements of time where you could track sub dates and time under a project... then you could track your final amount of time or so forth and invoice for it or know how long a project took you -Elements of time - you can add up your time and billing if you'd like - for it to auto-calculate and help you with some of those things enter them as mains. Sub dates and times can be good for tracking a project but it does not auto calculate your time but maybe if you don't have a specific hourly rate and just want to decide on a total when you're done or something, that might be a good way to go with subs. Depends on what you want - just like with all of adilas... what is your goal? Then let’s choose the best route to achieve that. -Pre-set your calendar view in the settings area - you can put it in calendar view, time slot, showing what you want, etc., etc., etc. Of course from the home page, you can swap to differing views. Lots of cool stuff. I need to get more up to speed on elements of time and flex grid REQUEST/IDEA: Clients have been asking for a connection between customer log notes and elements of time. Basically asking to put a follow-up on the calendar, etc., etc. Brandon mentioned that might fit well with a setting. Maybe an element of time....? Brought up in class by Steve. -I think it is instructive how we work through step by step and problem solve many times. So working through turning on a permission and then adding the setting when it doesn't show up and just adjusting things so that users know that there are ways to fix things or get back to what we wanted or my goal was. -eCommerce overview - super neat stuff coming with this... -I think it is cool that people working on the eCommerce are already getting their own exposure to adilas... :) - also an unanticipated aspect I had not thought of is building customer profiles. -Returns - 'think negative invoice' - but be careful with that, it is not a blanket statement... because what if you have something returned that you can't use again or etc., etc., etc. -Sometimes it is so amazing to me, that you click a few settings or permission buttons and your entire look, feel, capability can change entirely... same product, which we know but sometimes I still find it astounding because it is SO different from any other product, amazing! Whoa! So much cool future development! All sorts of fantastic stuff coming! - Marketing, business aspects, tools, promos, etc., etc., etc. *IDEA: Track who is logging in to eCommerce. Possibly somehow route it to the Queue??? Maybe flag it somewhere else??? (May possibly be in the code already???) -Been down digging tons of tunnels and kind of wondering why no one else is down here but they are trying to spread the word and invite others down to dig down here. And there will be many more to come! -Currently - adilas is a business tool. Future - adilas as a business and marketing tool. -Brief overview of flex grid -Flex grid: essentially creating and stacking your own customizable database on top of what adilas already has. (Create your own database) -User maintained history aspect: essentially any note you want to create, or any info you want to log that isn't already tracked, user maintained notes, etc. -Custom fields: so many possibilities here! What do you want to track, how many categories, sub categories, etc....?

	AU 1698		Daily Tasks	7/18/2013	• Went in for day three of training. We started out the day doing flex grid training. We then headed towards accounting, banks, expense/receipts, and deposits. One of our consultants gave a great two hour demo on expense/receipts and doing deposits. That was really fun to watch and listen to her teach. We also had a lady come visit our class who needed some help inside of adilas. She brought a light flavor of frustration. Our rep did a great job and soon the young lady was calming down. Good class.

	AU 1712		Daily Ideas	7/18/2013	-We need a flyer on tech and security stuff. We might be able to use some of the information in the steps for success that deal with the main website features. -My brother made this analogy – Some people want a pre-made cup (static and pre-built). Adilas is like a lump of clay that may be molded and customized to meet your needs (dynamic and flexible). -We sell potential! -At different times during the Denver training trip the thought kept coming about getting things into “education” – on or in multiple levels. This could be teachers using it, students using it, researchers using it, or eve teaching others how to use it. -As a possible bug – The adilas.biz/flyers page did not work correctly during the class demo.

	AU 2137		Adilas 3 Day Training Notes - Denver	7/18/2013	DAY 3 - JULY 18th - Focus on deposits, banks, expenses, etc. -Started off with a question from online which led us back into flex grid -Back into flex grid... (Transparent & non-transparent flex grid options) -The only caution for flex grid is plan it out so you don't have to re-do all of your work and so that you can have the pieces you need where you want ^I need to learn more about flex grid and elements of time -I love the problem solving aspect of setup and consulting.... understanding their issues, concerns, needs, goals and helping choose the best tools to fit that goal or an acceptable solution for their concerns -It is so neat that the flex grid is its own customizable database on top of the application. -You can even barcode flex grid if you would like - a company uses this because they have different pricing for many of their customers on the same parts We need testimonials and experiences from customers - people see the value in that, it had been mentioned by multiple class members -Stock units seem really neat - we saw a little bit with a company that had done a lot of internal invoicing with stock units - really amazing how much they tracked everything.... construction management and job costing to the n-th level -Once you have all of this data, you can do SO many things. Plan ahead, know what you need for future projects, have everything tracked to the finest detail... huge potential, everywhere! -Brandon did a little show & tell of how some different company's use adilas - people LOVE this! This seems to give people an understanding to the point where they finally grasp some of the possibilities of adilas. It is interesting to hear their reactions, because we have been working in adilas now for 2 days and they have been really excited but people love seeing how this is really used in business and they start seeing an even bigger picture. A good little wow show, they really capture just how much this tracks and how easy it makes people's lives in business and how great of a business tool adilas is. ....... Now we just need to get some "commercial", "testimonials" from so many of these customers that are using adilas. -Adilas really increased the re-sale value when you have such a detailed customer base and detailed books and you really increase the value by showing what the company is that is being sold. IDEA: A rep training - which was already mentioned above but what if it was largely rep led and instructed - specifically for reps and how to setup clients, but also all that adilas does -Protection by sharing - and the users and those in the class were expressing their appreciation of that and also feedback on how smart or a good route that is -Security question - password & profile help page. Talking about all the upfront adilas does to keep things safe Users get super frustrated when they are set up and feel like they have been left alone. If you can make a good setup and initial training, that is critical, but there is a definite need for consultants and training - no question obviously, why we're here again and why adilas university is forth coming. You will definitely have some people that will get in and figure it out and make things work and you definitely have other people who will need more hand holding. Also known - just figuring out how to address that again and help users to be successful! That should be the focus of the rep/consultant - help your users/clients to be successful. -Is accounting even needed if nothing is happening? Great way to ask that - let operations lead. Put the horse before the cart. -Zipper analogy - a great starting point - because merging operations with accounting will change the ways businesses can function and can change the face of what will occur in business accounting and tracking.... Brandon wanted me to record that Joe was talking about this but more of a comment than an idea. Maybe an idea as an approach??? -Reps/consulting/instruction note: we really need to be able to help people understand principles, flow, some basics and where to go for help (help file, tech support, adilas university, etc.) about how adilas functions.... because when people understand flow and more principles, then hopefully they can be more prepared to go in and figure out how to make things work for them. -Interactive map: operations on the bottom and as things flow through the bottom section, then thing begin to rise to the top (a little cream scenario), when you have good operations, things will be cascading to the top - your accounting aspects -I'm really impressed with Brandon's teaching: sometimes it gets really challenging to cover basics, flow, and possibilities when you have such varying levels of users and also users or clients who really want their "problem" questions answered... anyhow, it definitely takes a balance and I am grateful for Brandon's patience and teaching and all such things. -Accounting comes with the natural flow of accounting -It is important to understand that there are many ways around the track. Different ways work for different people, industries and preferences - and help other to work in the way that they need... Roxanne: demoing expense/receipt - Good to remind people when setting up and the interface looks intimidating. That assets are any monies coming in, liabilities are any monies going out. With that PO's are tied to inventory, what you are paying and bringing in for inventory. Expense/receipts are any other money out for whatever....... -She also copies and pastes a lot of her little notes into all the different sections, b/c different ones show up in different reports -P&L - Profit and Loss, I.S. - Income Statement, B.S. - Balance Sheet -Roxanne was saying: Get in there and get working - if you make mistakes, not a problem, it can be cleaned up but be unafraid to get in there and just use it. There are ways to clean up, to move on, just get going and try to do the best we can. -Reimbursements - when creating that expense receipts for a reimbursement, you are putting in what they paid - so "no bank assigned", then when you go to pay him that will essentially create a new expense/receipt to satisfy that one or many if there are many to reimburse Always work out of your payables, you're always cleaning up your payables. For what you owe, look at your payables, work from there. Look at what to pay from there, and then you have it broken down to your PO's, your REI's, and your Splits. -The "not yet" verified link on PO expenses you are paying on - if you click on that link it will take you right to the verify page and then right back to your payables homepage - instead of going back and doing the process over and over and over, you can do it all there nice and fast. Wahoo! Thanks Roxanne, that was a great demo! Back with Brandon leading - but a lot of group comments and input, wrapping up the training scenarios, etc. -Great comment by Joe as we were talking about future clients - Every situation you walk into you need to assess the client, not only what they need, but what is their interest and desire - are they ready to soak up adilas like a sponge.... or are they no, no we have QuickBooks/PeachTree/whatever... then you just throw them a bone and then another bone, etc., etc. Then Brandon was discussing that you really can walk someone step by step. You can start with some aspect of the application and once they get that then you can introduce another aspect. What do you want??? The byproducts that adilas creates is worth way more than the monthly payment for the application People believe in adilas and the way adilas functions. They love how adilas cares about their customers and reps, they appreciate how adilas is not stingy with all of their code or training, they love it for the incredible business tool it is - that it tracks everything and does almost anything they want and that you can tie everything together and tell the whole story, they love that adilas is offering training for free right now, that adilas actually takes their ideas for improvement and incorporates that. Those things make people believe in adilas and people are selling and promoting adilas because they love the product and they believe in adilas' philosophy. -Things are automatically mapping just as you are operating. -"People do things different ways, and so does adilas." -comment from Roxanne as we were discussing how important it is to set people up right from the beginning or in a way that works for them and their preference -Also a note, a consultant was discussing that they doesn't know everything but you don't want a client to know that or feel like you don't know what you're doing. So they focus on another problem or area of training for that time, express that you can focus on the question next time or after getting these things settled, work with something that you know, - then they’ll figure out the answer for the next time. That was their trade style. *But of course another style - which others mentioned, is: I don't know the answer to that question but I know where I can get the answer and I will get it for you. That is how I like to play as well. Be completely up front and honest and transparent but I am willing to work for the answers and get them to you. You can still be confident about the system and your abilities without knowing the answer to everything. Just be up front and professional and get the answers you need or find creative solutions for their problems. The answers are there. -Here is the system, there are some rules involved but you can play like crazy with whatever you want! -History has such great power, records the rest of your story. -Traditional accounting - I need to close up my month, what happened this month. Adilas - what happened today, at any time, and at any time throughout the day. All sorts of data - run all levels over time! -You can use any aspect of adilas.... or all aspects of adilas. What do they want? Or if you hit the brick wall of tradition, offer something they don't have... then they can slowly work into things later if they want, or if not, no problem. You can sell adilas just for their pain! -Because you are not forced to play in one specific way it opens things up exponentially. That is why adilas can service all sorts of clients, industries, etc., etc. -People love that adilas supports the small business owners and truly works to support clients and does not kowtow to huge corporate companies. -And still growing.... :) -A great selling point for customers is also the idea sharing - if a client has a need, adilas often has a tool that can help, and if adilas doesn't have it you can submit your suggestions or they can build you the custom function or maybe there can be a piggyback development -Put notes in everywhere in adilas - use the notes to the max, tell the story Notes for graphic ideas: -Adilas Engine with different bodies/skins - multiple ways to show how customizable, various ways to interface -World building graphics - -Items travelling through the pipes: PO's - transformation - invoice -Steve's symbolism about an ant colony all participating to build adilas

	AU 1699		Daily Tasks	7/19/2013	• Made a new training flyer for August. Added links to adilas university to different pages. Updated training pages. Posted files online. • Went in to Salida for a team meeting. We had quite a few people come and participate. We had Shari, David, Steve, Craig, Brandon, my brother, my sister, Shari’s son, another associate, a previous employee and her husband. Anyway, a good group of us. We talked about sales, marketing and support. The deeper we got, the more all three topics kind of morphed together into the “needs” of adilas. If you don’t have sales, you can’t fund education and support. If you don’t have education and support, you can’t do mass marketing and sales. It was interesting to see our whole group go in circles over and over again. Steve also expressed a lot of concern about monies and having enough to make things happen as they need to. Shari and I expressed to Steve multiple times that he was not alone. You could really feel his weight and stress level. Steve seemed to be at almost a breaking point. I was in the same breaking point about 6-8 months ago. Overwhelmed, spread thin and more than we can handle alone. We tried to emphasize “team” and that he is not alone. Anyway, the meeting ended and no new ideas or direction was presented other than stick to the current plan, work as a team, and time will tell the story. Great meeting.

	AU 2138		Adilas Team Meeting Notes	7/19/2013	ADILAS TEAM MEETING NOTES - JULY 19th FOCUS TOPICS: Marketing, Sales, Support MARKETING: -Commercials on youtube.com - how they use adilas, talking about how they love it, what they do with adilas, what they love about us. Show what it can do, for lots of other people. This is what it does.... how someone uses it and what they think about the product. -Target people with previous knowledge of business & technology - or at least try to have them as reps, so they have an understanding of business concepts and can understand adilas. Get actual reps that can go out and be representatives for adilas with the knowledge and skills to be successful as a rep. -Adilas has all of the CRM, Inventory management, Employees & payrolls, finances & accounting, ----- would like to also include and improve on marketing for adilas and also to help users with marketing -Little business seminars - live events - they let me show you what this is, instead of just come to training. Seeing the possibilities and what adilas can do.... show the product and then training, reps, etc. can be setup later when we the clients are in place. LIVE infomercials. -Business Resource Center: a source for a lot of entrepreneurs - allow demos & presentations of business related aspects... getting the product out there -Increasing our education and support - get education higher than the function, so that people and marketing can move that forward and advance the growth of function -Go after the people that want to be on the system - you can tell who those people are because of how they interact. If they get someone specifically on the ball that can get completely trained and then is responsible for training everyone else in the company and takes care of everything, they are the ones that really succeed and really take off. Steve's analogy of the really tough sales with bad credit, so you can work with, work with, work with but at the end of the day, they are still the toughest sales. Go for those who have the budget and the structure that they are already ready to move forward. -If you can get someone who already knows what's going on, they can take off with that. Then you are not teaching them every little thing instead you have them understanding at least of business and so forth. -Laser focused training on adilas university so that you could link people to those videos and have small focus. -At the end of the day - it really takes someone who catches the vision and who wants to learn. -Adilas is a piece of clay but most people want a cup. So somehow we have to get them to see the excellent flexibility..... or maybe you just need people that recognize that an adaptable piece of clay is better than a cup. -Companies need to see the possibilities but you may also need to build the piece that they want or their dream business model and train them in how to use it. Maybe you'll have to play both worlds or both sides of the coin.... or maybe you will want to focus on one for now. -Steve knows the system well enough that he can go to a company and can really assess if the company can use adilas. And IF they are willing participant, you can really go places. -We have to figure out how to market our product to those who are willing participants. You have to fire customers in a market as well, just like employees or those who aren't willing to go anywhere. -A link on boxes with reps or something and those need help with various aspects - they could click a box and then a rep that has expertise in that area could help them or something like that -Small & medium sized businesses - that is the current focus -For some of the people - if you can't get to the trough and eat by yourself then maybe this is not the pasture for you. -The ones who want something for nothing are not the people that are the kind of accounts you want. Maybe if we don't babysit them so much we can have them help themselves... so then we need to have the training in there, videos so that they can go there, figure it out themselves and get going -Social media - if you could find a way to harness that, you could do hugely powerful things there -Sub homepages: with a graphical interface that talks about the functions for that page and pushes essentially the technology and the training right in front of them - that could be rocking! Or in a side bar with help videos, side bars, graphical interfaces.... just one thing to keep in mind is that some people really like it right now how it is, so do you want to change up how they like to get in and work? Or do you just combine it somehow with what you have now? -More and more the need is coming to be able to customize their application. To make it how they want it, what they want to see, or being able to create their own, they can pick and choose it how they want... -More user-friendly - perception wise - we have to keep the elephant, we just have to make it bite size -Use our advantages where we have them. So some of those are how nimble and flexible adilas still is. It is not so constrained, so instead of a little to go box, adilas is an eBuffet. -Find a rep that has a vision to put in a little adilas training center in a major metropolitan area. Potentially customers would fly others in for little training or what not... -We need more people on sales - how? Because the majority of the reps do consulting and setup.... but we need a sales force to really get adilas out there. -Call centers - if they would want to take the product -Sales forces - could you get sales teams in major metropolitan areas - could you use college students - could you spend a day at career and job fairs, get people on sales on commission, and then you could also get a setup team which is paid hourly or whatever -You have such a prime target area with college students because they are so hungry to get working and get out into a market -But we do need to close the gap between education and functionality -Maybe they need Brandon focusing more on development and we may need to get someone else that is there teaching -Maybe I need to meet some movers and shaker friends and get them going into the sales aspect.... -College job/career fairs -Let's get the support up there - let's make it accessible, easy, clean, organized, focused --- so that we can continue to snowball and get more and more people involved and as all of that happens, it will continue to build and snowball, snowball -eCommerce will be a huge opportunity - because to have a web presence to sell, it is about 8-20,000 to get that web presence and this is a much less expensive and excellent option -Plant analogy - the process of time is important in this process, as the plant grows -Joe's comment: You mean that I only have to sell them on one page/piece of adilas for them to sneak around the brick wall of tradition? -What is your pain? We have something that can help you with that? Think of how great a product you have for such a service - that is powerful for a potential sales person... they could sell any aspect for any businesses need. That kind of product gives a sales individual incredible confidence if they can understand that and catch the vision. -Have someone creating visual interfaces (custom wrappers) and putting them over the adilas engine They need people out selling adilas -So maybe you don't want to spend time training customers but maybe you want to spend your time training reps -Just keep going - things are growing and progressing but we need some amount of structure and support to really take it to the next level. -So maybe this is way, way future - but I know Brandon had talked about getting this into business schools and getting students to train and do assignments on that - but then what if you were to be a presence in that school at a job/career fair and they already recognize the name, they are already familiar with the product and they know it's potential - then all of the sudden you have this potentially massive sales, setup and user force -What does adilas do? - - - Basically anything you want! -Should we raise the bar a little bit and go after bigger companies???? People that will either figure it out themselves or are willing to pay for the -Brandon kept saying - we have a plan in place, let's keep advancing the ball and accelerating and just keep going. -We have a hosted solution - that is the time for that - so let's see what we can do with that -Do info blasts at colleges - 2 hour demo or in the business department - get out to people that can potentially go out and do your sales for you -Do info blasts with reps -We need to change the packaging of adilas - if you can dress it up it will potentially sell itself -We almost need a power statement for adilas - an adilas in 30 seconds -It is ripe! It is ready to get out. -Maybe it would be cool to create a cool college type poster - so it does inventory, tracking, accounting, grad school tracking, CRM, - but also research tracking, project tracking, family history, etc., etc., etc. -We NEED to get sales people! -Have Santiago go to the business college, go the University -Who are my sales buddies???? -Get a sales team leader - have them recruit and create a sales team -Also do I now other coders, developers, graphics, marketing people....???? -Steve mentioned that he has never gotten to the point where he has had more sales than we have been able to handle at this point -WE NEED SALES PEOPLE! -It's different from other sales as well, because you need those people with sales mentality but they also need to know the product -Brandon - it's coming, it's coming, it's coming.... -There are a lot of people ready to help but we need some people that are ready to go out and sale -Internet marketers - possibly a great sales force? -We need people that can network and get things going, advancing the ball more and more and more and more.... -As it continues to progress and expand, you will eventually touch those people who will want to create those sales forces, who want to take it farther. -If we do end up shifting the burning platform - no problem. We would all rather find bookkeeping people, they are great to find and you can get them almost anywhere, especially at the rates we could pay if we could get more product sold! -We have got to find a way to sell more product!!!! -We need to be able to support the support crew... it will get there... it's coming, it's coming.... -I enjoy problem solving things like this - so what part can I play to help -Shari -expressing that she realized she is part of adilas and she wants to help it grow... she wants to help lighten loads and figure out what can be done -We are here to support Steve - he needs help there. -We're seeing to the future - the compensation will come, it will come. -We might eventually need a tech support person that could handle all the tech support at some point - almost like a lot of these other services offer 24/7 support. Maybe though when you get enough clients, you can The key question for today: How do we find and create a good sales force? -Or maybe we won't want a tech support but have it fielded for someone that has an expertise in that field - like the adilas world/mall idea - get someone who is professional in that area - they can handle the support for that question - that will be the most effective and a shared method. But also if you have the support, education, and training in place -Sales will come, let's keep pushing on sales - but let's keep bringing up the support so that when we go to sale, we can have a huge infrastructure to support the sales that will come -Maybe we need to change focus and work on support - maybe I need to focus with Brandon on the user guide, wait on the developer's notebook and move forward on training accessible to helping reps, users and everyone get up and going. -If we could get those training videos up and going and have that support there - then maybe we can be ready to blast ahead and move forward and put in a huge structural piece for the sales to move forward -We could possibly get some of these trainings and adilas university up in a month or so - profiles back up on the world - something like a $50 profile -Adilas world - this deals with this above - Brandon saying that we could build that before next month's training - even if on a $500 budget -The railroad project - an example from Brandon about the LDS temple being built and the prophet discussing that they had to take a break and take time to help build the railroad and there was some resistance but once the railroad is done they could transport so much faster and were able to -We've got to figure out a way to sale what we have - and it is ready to sell right now! -It's ready, it's ready, we can keep supporting - so maybe the focus does need to change toward sales - because you HAVE to have some amount of revenue to move forward -Shari - if we build it, they will come. But we do need to help it grow & someday we'll have the big bag of candy & though it's not there right now, it will come -Shari is really helping coordinate, reach out, organize and helping to grow -It's here, it's built, it will come, we need the flow, we need to support each other and we need to move forward as well! -Keep moving forward! -Steve is there to look out for everyone, he wants to make sure every person is taken care of and he is concerned about that. Then we have to figure out what to do to support Steve. -Are you prepared to let go of what you need to? ----- That is a powerful question! We need to get schools on board with this - especially the universities -we need to get this involved at the University level - we need students on adilas as the wave of the future for operations tracking and accounting - if you got some school accounts you could potentially have some of your biggest paying customers and then you are creating an instructed user base, a sales base, a consultant base and you are basically priming the next generation to use adilas and be successful -We need to get adilas into the education system at every level - and interesting thought - if we are so concerned about getting our education up to the level we want - why don't we utilize any aspect we can that every educational system has to offer -We need WAY more people at trainings each month if we are going to continue to do them. Maybe we need smaller fliers to pass out individually, maybe we need free ads posted, maybe we need fliers up in prime locations - like the University - like the school of business - we need to do our part to bring people to come because. We should have at least 20 people at each class and hopefully the majority of them are new and potential clients *Why can't adilas right now, raise every customers base price, by some percentage, and every new client that comes in, put them in the new pricing tier It's already so much cheaper - maybe too cheap - people understand that rates go up typically by percentages every year. You guys have to know that you are worth it!!!! Automatically updates - you are not re-selling every few year. This product is not what people have originally had and just express that we have to increase the rates to match the product being given. -Make sure you ask people for what your worth and as you are worth more - you should be asking for more -You guys have to grow with how you are growing, you have got to cover your costs as well - we have to cover what we are offering you right now Raise the pricing structure a blanket amount and then if you have other customers that have been longtime customers give them a preferred customer discount (like a blanket 10% and maybe long-time preferred customers at 5%???) Adilas has been growing and expanding as have the costs associated with that. The prices may need to reflect that. -They want to get to the place where they can charge for usage rates but we are not quite there yet. -Adilas needs its own eCommerce - set prices for rates - create pricing tiers that you can follow and -Want to turn in adilas to a hosting company - the product is free but you will pay for what you do with adilas as the hosting company. -The what about(s)....? And the how come(s).....? Are what bury Steve and Brandon so if there is a way to relieve the pressure -If you can get people who will consume it themselves - STUDENTS - prime target, they already know how to use these, they like to explore, they just fly on this and they can consume it and pass it on and just go to town on all of this stuff The future of adilas is as bright as potentially anything could be - but maybe we just need the fuel to get there -Look at what the competition is giving and at what price to help create your pricing structure Does it need to move right now to the modular focus and so that they could get pricing in place - so that they are paying for usage - modular mode - a natural price increase time.... so some could snip off some pricing and others could add to it for holding their pdf docs and what not - so people are willing to pay to access that in the modular unit -Potential for investors???? -There are a lot of challenges with this particular business - so much there - but it's a little different beast so how do you handle those challenges -We need to get some canned demos and some canned commercials -We need companies that have someone who can be the ones writing SOP (Standard Operating Procedures) and move forward on that -You can charge in many different ways. By usage seems like it would be the best - but you could charge by "room", like the kitchen, or the garage, or.... *You could get a change in the price right now when you set people up with eCommerce you change adjust their prices right there. And all those clients who are not going to use eCommerce, let them know you are going to have a blanket increase of 10% or whatever This is something that could be done right now! ** -Let's get the younger generation involved as much as we can - they are primed to work in a system like this *Great meeting - lots of input

	AU 1700		Daily Tasks	7/22/2013	• Emails, phone calls, and catch-up from the Denver training trip. Burned DVD copies of training videos. • Light brainstorming and planning. • Meeting and demo with a teacher. • Went in to Smithfield to work with by brother on adilas training videos. Also talked with him about selling adilas and even setting up his own sales team. I promised to help him with the first couple demos and setup. I also took a DVD copy of the June and July training to some clients in Hyde Park. 20 miles. • More emails, phone calls, tech support. Created a new graphic for adilas world – a future adilas project that will highlight the adilas reps, consultants, trainers, and other professionals in their fields.

	AU 1713		Daily Ideas	7/22/2013	-While at church on Sunday (7/21) I had the idea to number and organize things similar to scriptures with books, chapters, and verses. This could help people get to or jump to the right spot. Somehow we need to help standardize things. -We need to get back to the steps to success or user guide. It is only a fraction of the way done.

	AU 1701		Daily Tasks	7/23/2013	• Recording notes and catching up. • Re-reading notebook entries. As a note, on 7/22 (Monday), I forgot to record that I had a good meeting with the teacher we are working with and gave her a demo on existing adilas features. She is a teacher and wants to use adilas for tracking students and their skills. We are planning to sue customers and flex grid. The customer will be called “students” and the salespersons (users) will be called “Teachers”. I am hoping that this light interaction will be the start to helping to get into the education system on one of many possible levels. Also forgot to record a note about using training videos in my demo. I also burned a couple of DVD’s with training videos and mailed them to people in the training class. We are trying to spread the word and get people trained. As a note, I would love to see anybody who wants to become an adilas power user. • Working on a customer migration for a company. Lots of data combing and formatting.

	AU 1714		Daily Ideas	7/23/2013	-Get the younger generations involved in adilas. Steve mentioned that he did demo with his boy and David’s boy on selling and stocking stock/units. They are 13 & 14. They had a blast. They were putting in new trucks, photos, etc. Super fun! -Using the “adilasdemo” sites. This might be a fun way to help people get excited about using adilas. It may even be a good marketing tool. Virtual training while playing! -On training videos – We could burn DVD’s (data DVD’s) and send them to people. If it becomes popular, we could even charge a small fee to help cover costs. Help empower the people.

	AU 1702		Daily Tasks	7/25/2013	• Working on a customer data migration for a company. They have lost of data but it is all over the place. Lots of combing and formatting. • Emails and checking in on outstanding issues and tech support calls. • On the phone with Steve talking about training, reps, custom code, data imports, monies, eCommerce, and other upcoming training events. We also talked about other revenue opportunities. We know we need to capitalize more on monies that are right in front of us… It is just hard because every scenario is different.

	AU 1715		Daily Ideas	7/25/2013	-On eCommerce – We’ve had request to hide all prices until a customer signs in. This is more of a wholesale type interface but could be done as an admin (hidden) corp-wide setting.

	AU 1703		Daily Tasks	7/29/2013	• Emails, phone calls, and light tech support. • Reviewing notes from the Colorado training trip. Great notes typed by my sister during the training event. They are now part of the history. Also read her notes from the adilas team meeting in Salida on 7/19/13. Great notes and wonderful recap of ideas, suggestions, and options. • Decided to allow training videos to be sent out via DVD. Burning disks, updating pages, and prepping things to get some of the footage out the door. My dad called and said that he got the digitizer for his camera as well. He also recommended that I at least put a CD label on the DVD’s that have the adilas training. Good call! • Went into Smithfield to work with my brother and sister. My brother and I looked at some video and I got a new file from him. I talked with him about future plans and needs for video clips. I also talked with a contact about using adilas as a rental program. 20 miles.

	AU 1716		Daily Ideas	7/29/2013	-Marketing ideas from a participant at the last training in Denver. Sent via email on 7/29/13. “adilas.biz… All Data Is Live And Searchable… Serviceable… Scalable… Secure! And your business data is available at any time, any place, and on any Internet device!” -We need to focus on schools and education. Maybe have my sister and brother work on a plan for that venue. -Burn more video DVD’s and get them out to people. We can burn as many as we need to. Get it out there! Make labels for them and help make it look a little bit more professional.

	AU 1		Daily Tasks	7/30/2013	Setup the adilas university system with Russell and Shannon Moore. Yee Haw!

	Adi 731		call Josh Bell re Ecommerce	7/30/2013	was scheduled to have phone conference with Josh this morning on ecommerce. no answer so need to fu later this today if you don't hear back.

	AU 1704		Daily Tasks	7/30/2013	• Went in to BATC to work with my dad on some government surplus items that were donated to Bridgerland. They, BATC, are going to be categorizing and selling the surplus items. I was there to help and show them how to use adilas to track and show the items. Very little work was done inside of adilas. Most of the day was getting organized and sorting out the items. Only about an hour of the day as spent inside of adilas. Just enough to show them parts, PO’s, and photo gallery stuff. 30 miles. • Went to Smithfield to work with my sister and brother. Set up a printer for my mom and did some light training. She will be using it for her herbal business and tracking things through adilas. The meeting with my sister and brother was dealing with elements of time and putting the developer’s notebook up on adilas university. We also talked about some marketing stuff and using the Utah State University campus as a venue for training and sponsoring different events. 20 miles. • Went back in to town to work with my dad and others on the BATC surplus items. Minor work was done in adilas but I feel this could be a good project to help show how adilas can help companies with their eCommerce and web presence needs. Good stuff. 30 miles.

	AU 1705		Daily Tasks	7/31/2013	• Reviewing progress on the developer’s notebook. My sister has already put in tons of entries and all of her prep work is paying off. Good stuff. • New logo for two companies. • Emails and tech support. • Worked on a DVD label for adilas training videos. • On the phone with a consultant going over job costing using locations vs. stock/units. • Then on the phone with another consultant going over requests and my cart favorite buttons. We then switched subjects and started talking about ides, goals, custom reports, and marketing data points. She had some great ideas and I made a number of notes on scratch paper. I then translated the scratch paper to this notebook. (See in daily ideas) • Writing and recording notes.

	AU 1717		Daily Ideas	7/31/2013	-Notes from a rep/consultant in Denver – She wants more and more customer bases sales reports – What are my sales by customer type, by gender, by age, by city, by state, by time of day, etc. She would love to be able to search and show customer demographics alongside of sales and items. Basically, add pre-filters to sales reports based on fields held in the customer’s table. -It would be really cool if you could pick what fields to show based on customer, main invoices, invoice line items (parts), and invoice payments. All of these relationships exist but they are held in multiple one-to-many relationships. For example: Of the visa payments, how many were made by females vs. males. All the data exists but it gets connected through multiple different tables and relationships. The deeper people go – the more inter-connected relationships and/or matrix-type info they want to see. -We have a growing need that is a two edge sword – some of our users and businesses need more options and more complexity. This could be more controls, more custom options, more settings, more permissions, and more details. On the other hand – we have other users and businesses that need and want more simplicity and almost a “dummy” or “dummied down” level. This includes limited options, rigid paths to follow, clean and simple interfaces, locked doors and windows, and ease of use. Our goal is to walk that line and help create a balance between the needs and wants. We have stated this before but we are going to be adding more options and settings in order to become more simple. In the meantime it may look like we are getting more complicated but the goal is to allow custom usage which includes simplicity. -The more you get data – the more you understand what it can do – the more you want. -Our rep that gave these ideas today made an interesting observation about sales and support. She is one of our top reps out in the field. She said “there seems to be a direct relationship between sales and support.” I know that sounds simple and it is but we may not be focusing on that aspect. We just want more sales and are wondering why they don’t just happen. The answer may be the support component of something along these lines. -As we grow – we know that we will need more and more servers and processing power. As we grow – we may also need more and more reps and consultants.

	Adi 739		Custom Code	7/31/2013	Wanting to have total sold amounts showing up on the managers CRM page.

What's New

Products

Find Us