Roadmap

Improved application performance



• Faster searching and record navigation in step and task grids
• Faster deal form navigation and saving in the deal forms window

Updated UI/UX

• More mobile friendly with responsive screen design for both desktop and mobile browser users
• Step and task grids updated with horizontal scrolling and a minimum width applied to both the grid and columns for smaller displays
• Improved feedback to users through updated success, warning, and confirmation messages
• Upload files through “drag and drop” functionality

Updated grid and column management

• Reduced management of workflow response button and icon columns for setting width, grid position, and column title
• Column sizing updated to use a percentage of the grid displayed

Enhanced reporting

• Real time updates of the reporting indexes
• Transaction Dashboard updated with counts for users, transaction types, deals, tasks, and responses

Updated task functionality

• Due date requirement moved to individual task type
• Validation of task due date to ensure future date entered
• Paging and horizontal scrolling in the task information pop-up

Improved user and user role management

• Simplified management of user and user role information, role memberships, and permission assignments
• Display of user’s last login date
• Updated user deletion with ability to restore account, display of deleted users, and preservation of workflow transaction information
• Function to create a new user role through the cloning an existing one
• Sorting enabled in user and user role grids

Revised security model

• Special user role functionality redefined as standardized role types
• Store locations associated with user roles through assignment
• Store Managers and Sales Coordinators defined through user role management

Transformed Deal Ownership

• Deal ownership and current permissions assignment displayed in the Deal Information form
• Simplified ownership auto-assignment through addition of salesperson’s XID to their user profile replacing the “Auto-Take Ownership” feature
• Removed ownership override from “Take Ownership” function

Enhanced workflow response recording

• Deny responses prefixed with the word “Denied: “ to denote where the comment originated
• Return button generates a response note with the step name the deal was returned to and which step it was returned from

Expanded notifications

• Internal notification system to display deal and task notices within Sales Workflow
• Selection of email recipients for step and date event notifications from a list of current users or roles
• Option to send date event notifications to only the user(s) currently assigned to a deal or task

Extended administrative functions

• View and manage application configuration settings
• Display application wide message to users on login

Updated step and form management

• Step paths replaced with list of step types
• Form file paths and parents replace with list of form types
• Unused settings checkboxes removed from step and task management
• Simplified addition of forms using existing form types

Application Monitoring

• Continue to monitor and scale Sedona Technologies Azure Cloud environment to supply our customers with the best application speed and reliability

Ease of future enhancements

• Functionality to provide updates and hot fixes in shorter timeframes

John Deere Order Management – Sales Center

• Utilize best practices data connection strategies with emphases towards speed, security, & reliability

Integration with PerForma Enterprise® Cloud

• Archiving of deals and associated deal documents within PerForma Enterprise® Cloud

Integration opportunities with EQIUP

• Evaluate incorporating EQUIP data related to deals: status, amount, and sales data of deals as products are invoiced in EQUIP

Integration with Transport Management System (TMS)

• Evaluate APIs/Integration points available within the Transport Management System

Data Analytics

• Providing consumable data sets for use by our customer’s data analytic tools in order to more easily see the larger picture across the multiple applications driving their business

Update Forms

• Determine and evaluate changes required for deal forms to conform with data available from JD Sales Center
• Gather customer feedback on forms design and improvements

New Modules

• HR, Rental, Trucking/Transfer

Customer Relationship Management

• Leveraging our customers CRM tools to connect presale operations to post sales process and follow-ups

Data Analytics

• Providing consumable data sets for use by our customer’s data analytic tools in order to more easily see the larger picture across the multiple applications driving their business

Multiple workflow paths based on either

• Data source (JDQuote2, JD Sales Center, etc.)
• Deal type (Sale, Rental, Reconditioning, etc.)

• Ongoing Improvements
• Performance improvement, enhancements, and bug fixes