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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Cory Warden
Created Date/Time: 11/13/2020 2:53 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 7108
Template/Type: Brandon Time
Title/Caption: Steve, Cory, Brandon-Catch up on projects and updates
Start Date/Time: 11/23/2020 3:00 pm
End Date/Time: 11/23/2020 5:30 pm
Main Status: Active

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Notes:

Going over projects. We started out with a question about ecommerce payment types and being able to mix internal and outside 3rd party payment types as needed. Inside (once logged in a user in the system) you can mix and blend and have full control of the one-to-many relationship between invoices and payments made. They could be cash, check, credit card, merchant processing payments, 3rd party solutions, you name it. Fully open and flexible based on permissions and selections (settings and choices) that your corporation makes.

However, once you go out to ecommerce land, we only allow a single payment type and the company has to dictate what payment option will be used. We are getting into places and companies that want more options on the outside (ecommerce land). One of the 3rd party solutions that wants more options is a banking entity called Hypur. They want to be able to do Hypur payments and also allow for cash on pick-up or cash on delivery options.

We talked about a project dealing with charts and graphs. We talked about looking into a thing called chart JS (short of charts using JavaScript). Another project was the advanced invoice line items search. That report is very popular as it deals with sales and profit type reports and results. It is already very powerful but the demands keep coming. They basically want it all, quantities, dollars, items, categories, locations, discounts, taxes, subs, etc. When we are able, time and money, we want to make that report into a point and click (build your own report) type interface with tons of possible features. We have a bunch of other reports that offer that kind of functionality, we just need to circle back around and build that in on this advanced invoice line items search. As a side note, there is also a super advanced invoice line item search and results (more filters and options).

The conversation switched to GPS and full delivery type options. We talked about traditional GPS and also more modern GPS with cell phones and built-in options from Google or Google map API sockets. After that, we went over some payroll needs and options. Lots of different projects.

We dived in deeper on a few projects and got them ready to hand off. This has been a great help on both sides of the fence. We understand the projects better and the developers can hit the ground running. Good stuff.

After we chatted about projects, the conversation shifted into internal changes that happening. We are wanting to transition from outside independent consultants to bringing on new clients and servicing them using internal adilas assets and internal dependables (part of the family vs full outside care and oversight). We used to always pass off our client's needs to those who could service them (outside independent consultants and reps). We are seeing a switch and trying to bring things back inside so that we can take care of them. It may take awhile, but that is where we are headed.

Along with that, there was some talk about getting rid of the monthly commissions and just paying a bigger upfront commission. It used to be that the outside reps and consultants serviced the clients. If we are taking care of them, we want to pay a bigger upfront commission and then care for their needs internally. It just makes a better relationship, if we can do it.

Cory is playing a huge role going between sales, project management, developers, clients, and admin persons. She is connected with all of the different parties. We are starting to make more decisions and then just going for it. We still want to keep it open to allow others to make monies off of the adilas platform, but we really want to take care of the internal family (dependables). A switch is starting to happen. Having said that, we are soo grateful for the years and years that the outside independent reps and consultants have contributed and played a huge role in what is going on. We couldn't do what we do with out all of the virtual players in the game.

At the end of the meeting, once Cory left, Steve and I did some quick coding stuff and questions. We also talked about people and where they are helping and/or playing. We have a bunch of great people all around us.