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CRM for   JAFFER AGRO SERVICES
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PURPOSE OF CRM FOR JAS Business Creation Business Realization Business Follow up Identify  Farmer  Prospects Farmer  Reports Acceptability  Level  NICL HEIS
PURPOSE OF CRM FOR JAS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],“ All Information About The Individual Customer Should Be Available To HEIS, NICL and Marketing Department” ,[object Object],[object Object]
Work Flow  of  JAS Business Processes
Overall Work Flow Farm Visits  For Potential  Farmers FSQ Soil/ water report Design Engineer Selective farms Design Proposal To verify the design Farmer Reject/ ask for modifications in the design  Govt issues a WO Accept the Design After Verification of material dispatch Installation of system (FSE) Commissioning / Delivery of Farmer book and Log Book FSE Agronomist HODD signs the document Govt Verifies the similarity of designed and implemented system FSE test the system for accuracy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],After Finalizing financial issues (Invoices/ Payments) NICL Staff Visit the Farm and maintain a visit Report
Form Templates used by JAS Farm Visits for Potential Farmers Farm Survey Questionnaire (FSQ) Soil and Water Report Design Proposal Commissioning Form + Farmer Book Agronomist Visit Report NICL Staff Periodic Visit Report  Agronomist Follow up Visit and system Report Agronomist Prospect Visit Report
Flow of Form Templates used by JAS Farm Visits for Potential Farmers Farm Survey Questionnaire (FSQ) Soil and Water Report Design Proposal Commissioning Form + Farmer Book Agronomist Visit (Prospect / Follow Up) & system Report NICL Visit Report
Work Flow - FSQ Farm Visits for Potential Farmer Select Multiple potential Farms Prepare FSQs of Selected Farms  These FSQs are sent to Design Department  Design Department prepares designs for all farms based on the information provided in the FSQs Then designs are sent to farmer for checking and verification purpose according to the needs Proposals are prepared for that particular project If Approved If FSQ has been prepared for 30 farms then approximately 30% from the total will go for Installation phase If 100 farms have been Visited then approximately 30 will go for FSQ process If modifications are desirable Proposals are sent to Farmer for approval Designs are sent to Consultant for Approval Installation Process is started after Receiving WO & first installment of payment
Work Flow - Commissioning After installation of the project Commissioning process starts to verify the performance of the system including training of farmer and delivery of farmer book Commissioning template is filled by Agronomist 5 to 10 % variations are allowed in the designed and actual  performance of  the system Commissioning template is sent to Design Department HODD signs the template after reviewing and checking all information provided in the form. System’s accuracy and functionality are checked and verified by FSE Logbook is maintained for analysis purpose of system performance after some period of time After receiving Consultant Verification report
Work Flow – Agronomist Visit Agronomist visits the farm Train the Farmer on the practical use  Recommendation for crop under cultivation  Check the performance level of system, check logbook maintained by farmer and coach him on book usage for future reference Farm – information Management Maintain and update Prospect visit report Maintain and update Follow up visit and system report
Things to Remember….. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Designed Sample Extracted Report Templates
 
 
 
 
 
 
 
 
 
 
Sample Outlook Of  CRM  for  JAFFER AGRO SERVICES
CRM for JAS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
CRM for JAS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Note:  Edit and Delete Options will be available to authorized person only.
CRM for JAS Main Menu Input Program Extracted  Reports Complaint Handling Query Utilities Help FSQ Soil  Sample Water  Sample Commissioning Visit (Agronomist) Visit (NICL Staff) System Status Customer Complaint Project  Status Agronomical Hardware Performance Single Call Status Monthly/ Weekly Complaint Status View Complete  Record Book Search a  Record Print Export Data View Profile Graphical view  Of Data Print Backup Restore Rebuild Help  Contents Search About Software Calculator Calendar Diary Visit (other Staff) NICL Visit  Report
CRM for JAS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
CRM for JAS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
CRM for JAS ,[object Object],[object Object],[object Object],[object Object],[object Object]
CRM for JAS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
CRM for JAS ,[object Object],[object Object],[object Object],[object Object],[object Object]
CRM for JAS ,[object Object],[object Object],[object Object],[object Object]
CRM for JAS Extracted Reports Project Status Report Agronomical Report Hardware Report Performance Report Year/Month wise project Status Analysis Under Design Under Farmer Consent Pending with Consultant  for validation Pending with Department Projects in  hand Under Installation Installed Commissioned Verified by Consultant Print Potential Growers Of region Agronomist / Other  Staff Periodic Visits Analytical Reports  based on Acres/Value  and No. of Projects Print FSQ Report Soil Report Water Report Commissioning Report System Report by Agronomist System  Maintenance Report by FSE Print No. of Projects  based  HEIS Performance  Report Agronomist  Performance Report Based on WO Approval  against FSQ Submitted FSE Performance Report Based on Projects Installed Print NICL Visit Report NICL Staff Visits Report For  Individual  Farmer NICL Staff Report for Periodic visit
CRM for JAS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
CRM for JAS Complaints handling System Single Call  Status Monthly / Weekly Complaint Status Pending Resoled Product Wise Farm Wise Resolution Time Complaint Category Repairing Replacement View Complete  Record Book Search a record Print
CRM for JAS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
CRM for JAS Query Export Data to MS-Excel View Customer Profile Agronomist Profile FSE Profile Customer Complaints Location Wise Distribution List Tehsil Region Graphical Representation Of Data Print
CRM for JAS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
FINDINGS
Meetings Organized For CRM Implementation Date of Meeting Meeting With Purpose of Meeting Outcome of Meeting December 07, 2009 Nauman Fida Haroon Rasheed Shakeel Ahmed To evaluate requirements for CRM Implementation at JAS. S.No. 01 Understanding of  the work flow of HEIS Business Processes 02 December 08, 2009 Abdul Sami To show the process model of by explaining the requirements from CRM for HEIS processes. Design a process flow model for HEIS only and collect form templates. Evaluate the market for a readymade software. 03 December 10, 2009 Shakeel Ahmed To show the process flow model and sample sketch of reporting template Update the Process Flow Model and modify the report required from System. 04 December 19, 2009 Saleem Ullah To show sample reports required from the system. Additional Reports suggested by SUM. 05 To Brief the reports suggested by SUM and sample outlook designed. Finalize the list of reports required from system and create tables for input program. 06 07 08 January 27, 2010 Abdul Sami Nauman Fida MC Members To Explain overall progress of this project. To Explain the activities, objectives, outcome and scope of the CRM project  Summarize the findings and activities performed in the project. January 06, 2010 December 14, 2009 Abdul Sami To show the revised  Process Flow Model and report required from System. Readymade software available in the market. Finalize the Process Flow Model according to the logical sequence of form templates and collect desired reports required from System. And the structure of DB will be RDBMS. January 20, 2010 CRM should cover NICL and HEIS into the loop and it should be a cost efficient marketing tool.
OUTCOME OF THE MEETINGS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
CRM Project Phases Initialization of Project Problem Analysis Data Collection Requirement  Analysis Scope Analysis System Designing Programming Implementation Training Phases that  are left Phases that have  been accomplished
CRM Project Milestones Milestones Initialization Date Completion Date Project Initialization December 07, 2009 Problem Analysis December 07, 2009 December 09, 2009 Data Collection Requirement Analysis Scope Analysis December 10, 2009 December 12, 2009 January 01, 2010 Initialization date is subject to the quotation received from proposed software house. Completion date Is subject to the quotation received from proposed software house. December 11, 2009 December 31, 2009 January 22, 2010 System Designing Programming Implementation Training
S ummary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Thank You

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CRM presentation march 09, 2010

  • 1. CRM for JAFFER AGRO SERVICES
  • 2.
  • 3. PURPOSE OF CRM FOR JAS Business Creation Business Realization Business Follow up Identify Farmer Prospects Farmer Reports Acceptability Level NICL HEIS
  • 4.
  • 5. Work Flow of JAS Business Processes
  • 6.
  • 7. Form Templates used by JAS Farm Visits for Potential Farmers Farm Survey Questionnaire (FSQ) Soil and Water Report Design Proposal Commissioning Form + Farmer Book Agronomist Visit Report NICL Staff Periodic Visit Report Agronomist Follow up Visit and system Report Agronomist Prospect Visit Report
  • 8. Flow of Form Templates used by JAS Farm Visits for Potential Farmers Farm Survey Questionnaire (FSQ) Soil and Water Report Design Proposal Commissioning Form + Farmer Book Agronomist Visit (Prospect / Follow Up) & system Report NICL Visit Report
  • 9. Work Flow - FSQ Farm Visits for Potential Farmer Select Multiple potential Farms Prepare FSQs of Selected Farms These FSQs are sent to Design Department Design Department prepares designs for all farms based on the information provided in the FSQs Then designs are sent to farmer for checking and verification purpose according to the needs Proposals are prepared for that particular project If Approved If FSQ has been prepared for 30 farms then approximately 30% from the total will go for Installation phase If 100 farms have been Visited then approximately 30 will go for FSQ process If modifications are desirable Proposals are sent to Farmer for approval Designs are sent to Consultant for Approval Installation Process is started after Receiving WO & first installment of payment
  • 10. Work Flow - Commissioning After installation of the project Commissioning process starts to verify the performance of the system including training of farmer and delivery of farmer book Commissioning template is filled by Agronomist 5 to 10 % variations are allowed in the designed and actual performance of the system Commissioning template is sent to Design Department HODD signs the template after reviewing and checking all information provided in the form. System’s accuracy and functionality are checked and verified by FSE Logbook is maintained for analysis purpose of system performance after some period of time After receiving Consultant Verification report
  • 11. Work Flow – Agronomist Visit Agronomist visits the farm Train the Farmer on the practical use Recommendation for crop under cultivation Check the performance level of system, check logbook maintained by farmer and coach him on book usage for future reference Farm – information Management Maintain and update Prospect visit report Maintain and update Follow up visit and system report
  • 12.
  • 13. Designed Sample Extracted Report Templates
  • 14.  
  • 15.  
  • 16.  
  • 17.  
  • 18.  
  • 19.  
  • 20.  
  • 21.  
  • 22.  
  • 23.  
  • 24. Sample Outlook Of CRM for JAFFER AGRO SERVICES
  • 25.
  • 26.
  • 27. CRM for JAS Main Menu Input Program Extracted Reports Complaint Handling Query Utilities Help FSQ Soil Sample Water Sample Commissioning Visit (Agronomist) Visit (NICL Staff) System Status Customer Complaint Project Status Agronomical Hardware Performance Single Call Status Monthly/ Weekly Complaint Status View Complete Record Book Search a Record Print Export Data View Profile Graphical view Of Data Print Backup Restore Rebuild Help Contents Search About Software Calculator Calendar Diary Visit (other Staff) NICL Visit Report
  • 28.
  • 29.
  • 30.
  • 31.
  • 32.
  • 33.
  • 34. CRM for JAS Extracted Reports Project Status Report Agronomical Report Hardware Report Performance Report Year/Month wise project Status Analysis Under Design Under Farmer Consent Pending with Consultant for validation Pending with Department Projects in hand Under Installation Installed Commissioned Verified by Consultant Print Potential Growers Of region Agronomist / Other Staff Periodic Visits Analytical Reports based on Acres/Value and No. of Projects Print FSQ Report Soil Report Water Report Commissioning Report System Report by Agronomist System Maintenance Report by FSE Print No. of Projects based HEIS Performance Report Agronomist Performance Report Based on WO Approval against FSQ Submitted FSE Performance Report Based on Projects Installed Print NICL Visit Report NICL Staff Visits Report For Individual Farmer NICL Staff Report for Periodic visit
  • 35.
  • 36. CRM for JAS Complaints handling System Single Call Status Monthly / Weekly Complaint Status Pending Resoled Product Wise Farm Wise Resolution Time Complaint Category Repairing Replacement View Complete Record Book Search a record Print
  • 37.
  • 38. CRM for JAS Query Export Data to MS-Excel View Customer Profile Agronomist Profile FSE Profile Customer Complaints Location Wise Distribution List Tehsil Region Graphical Representation Of Data Print
  • 39.
  • 41. Meetings Organized For CRM Implementation Date of Meeting Meeting With Purpose of Meeting Outcome of Meeting December 07, 2009 Nauman Fida Haroon Rasheed Shakeel Ahmed To evaluate requirements for CRM Implementation at JAS. S.No. 01 Understanding of the work flow of HEIS Business Processes 02 December 08, 2009 Abdul Sami To show the process model of by explaining the requirements from CRM for HEIS processes. Design a process flow model for HEIS only and collect form templates. Evaluate the market for a readymade software. 03 December 10, 2009 Shakeel Ahmed To show the process flow model and sample sketch of reporting template Update the Process Flow Model and modify the report required from System. 04 December 19, 2009 Saleem Ullah To show sample reports required from the system. Additional Reports suggested by SUM. 05 To Brief the reports suggested by SUM and sample outlook designed. Finalize the list of reports required from system and create tables for input program. 06 07 08 January 27, 2010 Abdul Sami Nauman Fida MC Members To Explain overall progress of this project. To Explain the activities, objectives, outcome and scope of the CRM project Summarize the findings and activities performed in the project. January 06, 2010 December 14, 2009 Abdul Sami To show the revised Process Flow Model and report required from System. Readymade software available in the market. Finalize the Process Flow Model according to the logical sequence of form templates and collect desired reports required from System. And the structure of DB will be RDBMS. January 20, 2010 CRM should cover NICL and HEIS into the loop and it should be a cost efficient marketing tool.
  • 42.
  • 43. CRM Project Phases Initialization of Project Problem Analysis Data Collection Requirement Analysis Scope Analysis System Designing Programming Implementation Training Phases that are left Phases that have been accomplished
  • 44. CRM Project Milestones Milestones Initialization Date Completion Date Project Initialization December 07, 2009 Problem Analysis December 07, 2009 December 09, 2009 Data Collection Requirement Analysis Scope Analysis December 10, 2009 December 12, 2009 January 01, 2010 Initialization date is subject to the quotation received from proposed software house. Completion date Is subject to the quotation received from proposed software house. December 11, 2009 December 31, 2009 January 22, 2010 System Designing Programming Implementation Training
  • 45.