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. Overview

Sales Management Center

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

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. Introducing the Concept cont…

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.

An example of the Quick search feature is to insert to extract all records that have a Cback Rate of over 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

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. Quick Search on Records cont…

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. Right Click Options

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.

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. Drop Down Menus

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.