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Color Code: Yellow
Created By: Shannon Scoffield
Created Date/Time: 6/5/2014 12:23 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 2274
Template/Type: Other Documentation
Title/Caption: Brainstorming - Meeting to Talk About Adilas
Start Date: 2/20/2013
Main Status: Active

click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
 


Notes:
- For our business… we need to know data stats, values, amounts, etc. How much and how many of this and that?
- Market indicators for us.
- Sub out the code building…
Meeting to talk about adilas:
- Emails – not others with an adilas address
- Minimal bridging of reps and users
- Revamp the salesperson commission calculator
- More validation and the known issues page
- Page by page validation
- No more collecting setup fees – arm’s length
- $100 per hr. for adilas training, consulting, setup
- Tech support free up to 15 minutes – charge after that
- Lay something out so everybody plays within certain rules or levels
- The reps and what they serve – open field
- Use the flex grid or admin (hidden) corp-wide setting to map corps to clusters
- Load the deal prep for the next sale (your rep will be giving you their fees (Note in the Tahoe)
- Think modular data. Move, balance, delete, harness, pair up.
- Excretory (waste) system
- Think about Newtek… They have tons of servers, some shared, some dedicated, etc. Think at that level.
- Show the dynamics of the system.
- Let the customer set their own value (what is it worth). We could then come back and say what we think.
- At first, until we get some historical data, we need to make an educated guess.
- Review or possible review every 6 months
- Pricing for each client is customized based on industry and usage.
- Based on habits (usage patterns)
- Every client is different
- We may need to cut and snip
- We do have access to total usage and stats
- Pros and cons – comparison charts – lists of features
- Web based and software enhanced
o We want an API and full business platform
o XML, Web services