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Notes:
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On the GoToMeeting session. We were actually on since 9 am, but I was here at my house working with Nick on a project. Once Nick left to go to school (BATC), Steve and I started talking for about half an hour. We had some great discussions and talked about a number of other pieces that are starting to play into the mix. Some of the subjects were: We are going to be starting a new wave of balance sheet projects and financial reports. Steve and Kelly have an adilas power user who wants to help us get things lined up better and faster for the financial reports and such. She has been an adilas user for over 5 years and is quite good. Her name is Danielle (spelling). Steve is finding more people who want to help with sales and have some experience selling software and such. We also talked about trying to bring everything we have under one roof vs. charging for this widget and that widget or special function. In some ways, we are actually impeding virtual progression by not letting our clients use all of the tools in the closet. For example, Steve just helped a client do a bank reconciliation. That has existed for a couple of years and the client didn't even know it because it is somewhat controlled by an independent developer. Anyways, the goal will be to charge them enough that we could just include everything in the closet vs. charging them extra for this and that. Around 11 am, Eric popped on and we did some work on the gift cards, loyalty points, and special accounts. I did some more research and then showed Eric some of what we have been learning through our research. I showed a number of the deeper balance sheet stuff and how the new special accounts would or could tie in. Lots of drawing on the screen and showing how we've learned things as we go. I spent quite a bit of time going over how operations and accounting play together and how we've learned tons about allowing things to flex and then come back together at specific checkpoints. As part of the conversation, I drew the parallel lines, the lines with a flex zone, and then showed how Steve's new analogy of building off of a base of operations (like a church or steeple type building) related to the difference between operations and accounting. Basically, you always have to start with operations and then let it lead into the accounting side. Sometimes you have to know where you are going, but if you can catch the data in a central location, you can get what you are looking for. Letting operations lead is a huge part of the puzzle. It also allows us to build things quicker, then test them to see if we are getting everything, and then connect the good data to where it needs to show up for a proper roll call and accounting. Good stuff. |