Overview
•This presentation demonstrates the transition from the traditional menu structure
to a more GUI look.
•Our objectives were to allow for quick access to information, decrease the
amount of navigation, a comfortable look and feel, etc.
•In each area of the company we looked for the smallest denominator that would
add the most value to that particular user when accessing the Control Centers.
•Once on that level the user is able to drill down to the detail or to summarise the
information at a higher level.
•There are three centers that we will be demonstrating in this presentation:
Sales Management Center, Field Management Center and the Branch
Consolidation Reporting Center.
Sales Management Center
Introducing the Concept
•
The Control Center is
divided into 6 areas.
1.
Drop Down menus,
2.
Toolbar,
3.
Tabs for the Tabbed Input,
4.
Quick Search fields,
5.
Record level scrolling for
lowest denominator,
6.
Additional quick view
information for the selected
record.
•
The column headers double
up as sort buttons and are
indented when pressed.
•
Alerts are placed on the
record level and the colours
represent the status of that
particular field/column. Red
= Urgent attention,
Orange=becoming urgent,
Green=above acceptable
level and Blue=within
acceptable level.
Introducing the Concept cont…
•
When the record is selected
that line turns blue. This
helps the user understand
that there are options that
are constrained by the
selected record.
•
Tooltips for certain fields act
as Data Lookups. This
enables us to place more
information on the screen.
Sorting Records
•
By selecting the Cback Rate
(Callback Rate), it re-calls
the Input but changes the
key to Cback Rate from
highest to lowest. Without
too much effort, the user
has identified the worst
callback rate for the
selected criteria.
Quick Search on Records
•
An example of the Quick
search feature is to insert
17.50 to extract all records
that have a Cback Rate of
over 17.50.
•
The user can enter in
multiple fields for the quick
search. Basically it is a
Query on an input screen.
•
Once the user is ready to
perform the search they
press Enter or Search >>.
•
At any time the user may
select All Records to revert
back to the initial selection
when the screen first
generated.
Quick Search on Records cont…
•
This follows on from the
previous slide. After the
user selected Enter the
Input is recalled filtering out
all the records that did not
meet the criteria of 17.5 or
above.
•
Take note that the order is
still Cback Rate. If the user
would like to change the
sort and maintain the
selection, they just need to
click on the column of their
choice.
Right Click Options
•
The user is then able to
right click on the selected
record and make a selection
pertaining to that record.
•
They can add a customer
for example, pull a detailed
Callback Report, etc.
•
But for the purposes of the
example we will download
the selected records into an
Excel spreadsheet.
Selected Records into Excel
•
The excel spreadsheet
contains additional
information that is not on the
Sales Management Center.
This is because each user
may need different
information at different
times.
Scrolling Tabbed Input in Action
•
This slide demonstrates
what occurs when a
different tab is pressed.
•
In this example the
Customer Contacts tab was
pressed, which invoked a
different Input, which has a
different PCF.
•
Once in this tab all the same
rules apply regarding
searching and sorting,
except that there are
different right click and pull
down options pertaining to
the denomination selected,
in this case CUSTOMER.
Drop Down Menus
•
Most of the options from the
traditional menu structure
are retained on the drop
down menu’s.
•
The Right Click options are
the options that are most
commonly used.
Field Management Center
Overview
•
As in the Sales
Management Center, the
Field Management Center
retains all the properties
except that there are no
tabbed inputs. This is
because the lowest
denominator for the Field is
Unit only.
Tiered Drop Down Menus
•
The Field Management
Center has the most options
and therefore it is key to
subdivide the dropdown
menu’s even further.
•
In this example by Selecting
Reports, then Supervisor
Monthly Reports, the third
level contains the Reports to
execute.
Other Systems Linked
•
There are options to
navigate to other areas of
the system that are also
commonly used, but does
not pertain to the lowest
denominator. E.g. Leave
System, Requisitions, etc.
Branch Consolidated Reporting
Overview
•
The Branch Consolidation
Management Center is
more for branch managers.
•
This example allows the
user to toggle between
different screens
representing the same
information.
•
In this case:
1.
TEXT or GRAPHICAL,
2.
SERVICE or
CONSTRUCTION,
3.
YEAR drop down box,
4.
BRANCH buttons, YTD
OVERALL and by
BRANCH,
5.
SUBHEADINGS of
Information,
6.
RECORDS contain Plan vs
Actual vs Prior year.
•
Each button pressed will
sink it and run the input
based on alternate images.
Graph representation and drilldown
•
In this Example the
GRAPHICAL button was
pressed.
•
The Criteria pink buttons
change because detail is
required.
•
By manipulating the Label
widget we were able to
simulate a bar graph. The
user is able to click on the
bar, which doubles up as an
option to drill down to the
detail.