A developer I met at DNUG last week named Florian from a company called We4IT showed me this composite application his company wrote for one of their clients. It is a great example of a composite application. He went ahead and sent this summary and screen shots to me to share.
DocHouse BRM is a Lotus Notes CRM suite created by KUMAsoft. We4IT is a DocHouse sales partner and also uses the CRM suite on a daily basis.
As you can see in the screen, DocHouse is a collection of many databases, each used for a special purpose like sales, office or caredesk functionality.
The idea was to create an application with a portal character, where the user can find the requested data very quickly. We didn’t want to create something new from scratch but use existing and working components, so we gave the composite application a try.
DocHouse GO! is the result of that idea.
We also were trying to keep the DocHouse suite design standard, so we won’t have problems with templates and update cycles in the future. By creating additional design elements in the DocHouse databases and setting the “prohibit design refresh or replace to modify” flag in these elements we should be safe here.
Let’s have a look at the numbered sections and components in the screen “dh_go_compapp_we4it.png” now.
Nevertheless the captions are in german, they should be self-explanatory.
(#1) Button “Neu…”
Create new CRM documents like mail, opportunities, activities or meeting protocols.
You don’t need to open the corresponding DocHouse database – you can do it right here.
(#2) Header form with customer information
If a customer is selected in section #4, the important and frequently used data is displayed here.
Using link hotspots, you can take action immediately – like creating an e-mail immediately or call the customer by softphone.
(#3) Search form
Enter the contact or company you’re looking for and hit “Suchen” (search) to show it in section #4.
(#4) Contact/company index
This is the active part. Anything you change here will change the entries in the sections #2 and #5 to #8.
Just select a contact or a company and the filters of the sections mentioned before will be set.
Every correspondance document concerning the customer contact is displayed here: Ingoing and outgoing e-mail, phone messages, letters, meeting protocols, offers, …
(#6) Other documents
Here you can find documents such as projects, supports tickets, contracts and archived documents.
(#7) Sales: Activities
(#8) Sales: Opportunities
These sections are mostly used by the sales department to coordinate their processes and to do’s.
DocHouse GO! was initially created with Notes and CAE 8.0.1, which was quite an adventure…
Using Notes 8.5 and visiting the recent composite app workshop in Stuttgart (thanks again, Bob), we’re about to revise the DocHouse GO! application.
The plan is to create several portals, each with a focused and special content for every department like sales, user helpdesk and regular office users to increase productivity even more.
I’ll keep you posted on that.