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Software Design and Development
“We try to keep in mind
a saying attributed to Einstein—that everything
must be made as simple as possible, but not one bit simpler.” - Time magazine
14 December 1962
Agile: able to move quickly, with skill, and control.
Automation: Successful process automation will streamline daily
operations, control exceptions and protect sensitive data. The
result will bring clarity to what is complex and build confidence
in the automated process. This will greatly increase organizational
efficiencies and encourage creative thinking at all levels of
operation.
Accessible: Driven by an appreciation of the user experience,
we provide process automation software for organizations of all
sizes. Utilizing the Agile Development Model, we can design and
deliver Configurable, Customizable and Custom solutions. Our
technical expertise, eye for visual design and project management
philosophies deliver successful automation of the most complex
business processes. Our experience with large and small organizations
insures a real-world return on investment.
How can your organization benefit
from a custom solution? If you require a tailored process
and desire use of modern technology,
we can
provide a solution that will give your organization a level
of performance and
control that will optimize your current and future operations. |
Ortiz Consulting will utilize the latest
Microsoft technologies to design and implement a custom, cloud-based
solution. This will streamline
business processes
and protect critical information. Below are (5) keys to a successful
custom development project:
1) Business Processes Automation
2) Technology and Architecture Best Practices
3) Ownership and Source Code Control
4) Custom Development Process
5) Project Management
BUSINESS PROCESS AUTOMATION
Ortiz Consulting has successfully automated many complex business processes
involving marketing, sales, production, warranty and remanufacturing.
The delivered solutions are designed to automate existing processes and
improve production rather than introduce new processes.
REDUCED LABOR COSTS
Repetitive manual processes take a significant amount of labor. Automation
of these processes will reduce labor equating to immediate cost savings.
For example, automating a task that requires five hours of manual intervention
can cut that time in half. Thus the 2.5 hours, multiplied by the number
of times the process is completed in a cycle, will yield a significant
cost savings.
INCREASED PRODUCTIVITY AND SHORTER CYCLE TIMES
In an environment where we’re all asked to do more with less, the
best method to achieve the desired result will give companies a competitive
advantage. Automating processes that are completely or partially manual,
will increase production and allow individuals to take on additional
tasks.
Time is money. Automation can significantly shorten the processing time
of activities such as invoice processing, order processing and change
processing. Shorter cycle times will shorten receivable collection times.
REDUCED ERROR HANDLING
There is a high organizational cost associated with fixing a self-inflicted
error. Manual processes are prone to human error. Automating these
processes will reduce the number of human errors and significantly
reduce the number
of hours required to fix them.
CONSISTENT PROCESS HANDLING
Consistency comes from having an established procedure and ensuring this
procedure is followed every time. Consistency also applies to exceptions
and changes which are many times more complex than the standard operating
procedures. Automation must allow for and optimize the processes related
to exceptions and changes.
TECHNOLOGY AND ARCHITECTURE
The rate of advances in technology continues to increase. Modern technology
and Cloud-Based Architecture will provide benefits and protections that
are difficult to maintain with legacy systems.
CLOUD-BASED ARCHITECTURE
Cloud-based solutions have many advantages over legacy client server
based solutions. Some key benefits are:
Backup of database is performed by the host server. This eliminates the
need for local backup solutions.
Security is provided by the host server. This moves the responsibility
of securing the database from a local firewall and IT resource to the
host server which is updated continuously to maintain the latest security
levels.
Access to database by employees is unlimited. This eliminates the need
for Virtual Private Networks to connect to the database. Users can connect
from any internet connection and device.
Performance of database is infinitely scalable. The size and performance
of database can be “dialed up” by dynamically increasing
the host resources.
LATEST MICROSOFT TECHNOLOGIES
.NET and SQL Server are enterprise level technologies that are commonly
used by large organizations. These technologies are actively supported
by Microsoft and provide the latest security and performance capabilities.
They also provide Cross-Platform integration capabilities.
OWNERSHIP AND SOURCE CODE CONTROL
OWNERSHIP
The client will own the one copy of delivered source code and Ortiz Consulting
will own the original source code for delivered software solution. Neither party will attempt to nor complete the resale of the delivered
software solution without first offering the other party 50% ownership
of the venture. This partnership is ideal because it provides both industry
expertise and technical capabilities.
ASSURANCE
Ortiz Consulting agrees to provide direct access to the current source
code during and at the completion of development. Ortiz Consulting
agrees to provide a weekly status report including completed, work
in progress and scheduled work items.
CUSTOM DEVELOPMENT PROCESS
The processes involved in a custom or semi-custom solution provide overall
project control and quality assurances. The development focus insures
the successful implantation of core functionality and prioritized enhancements.
The development process involving all team members insures quality and
reliability of all implemented code.
DEVELOPMENT FOCUS
• Control all mission critical processes
• Enhance and streamline all processes
• Scale Solution to meet future business process requirements
TEAM
Project Management - Requirements, Deliverables, Quality Assurance, Schedule
and Acceptance
Design and Consulting - Business Process Improvement and Automation,
Core Functionality, Enhancements and Future Planning
Development - Core Functionality and Enhancements
Testing and Quality Assurance - Unit testing, Q/A team user quality assurance
testing
Administration and Support - Training / User Help Materials, Implementation
and Support
PROJECT MANAGEMENT
The success of a custom or semi-custom software development project
is determined by the benefits realized after the software is in use.
These benefits and the real-world user experience will change the definitions
of future enhancements. The core mission critical functionality must
be successfully implemented before all other development. Each new phase
of development will build on the successes of the completed and implemented
phases.
CORE MISSION CRITICAL FUNCTIONALITY
The mission critical functions are what must be in place to begin using
the new solution. All must operate properly when the solution goes
live.
PROJECT PHILOSOPHIES
Ortiz Consulting practices the Staged Delivery Project Management philosophy.
This philosophy identifies a short and long term strategy, core requirements,
related systems, and enhancements. The initial project includes the
design and development of the core system to handle immediate needs
while preparing for future enhancements and long term goals. All enhancements
are held for a future development phase.
This philosophy results in a more controllable project and deliverables
that meet the core requirements. This allows the critical functionality
to be implemented efficiently. The non-critical functionality can then
be re-assessed and prioritized for the next phase of development.
The overall benefit for the client is a successful, focused project
delivering projected schedules, costs and functionality while minimizing
unutilized
development.
BENEFITS OF STAGED DELIVERY
1. Critical Functionality Is Available Earlier
2. Risks Are Managed Early
3. Problems Become Evident Early
4. Reduced Project Overhead and Life Cycle
RELATIONSHIPS
Ortiz Consulting will work with client's staff throughout a project to
insure all development and technologies meet the client's internal
IT requirements and to provide a clear understanding of the delivered
system.
Ortiz Consulting will deliver solutions based on high quality, customer
service and a real-world return on investment. A long-term business relationship
is the goal.
COMMUNICATION
Ortiz Consulting provides status updates at regular intervals and communicates
any questions or issues throughout the project. Ortiz Consulting believes
that good communication is crucial to the success of a project including
timely completion and final acceptance.
CREATIVE SOLUTIONS
Ortiz Consulting has the experience and knowledge to offer and successfully
implement solutions that involve multiple platforms and technologies.
This results in solutions that precisely meet a business requirement
without limit due to technical requirements or limitations.
PROJECT MANAGEMENT TOOLS
WORK ITEM PRIORITY AND COMPLETION DATE
New Work Item with priority based on existing list.
New Work Items are added during initial project phase planning based
on current plan and known issues. New work items added as needed.
List priority and target completion date changes.
As new items are added, their priority and existing item priorities
are changed based on the overall list. Ortiz Consulting will adjust
priorities
based on overall project goals and current critical requirements.
Priority Determining Factors (Highest to Lowest):
•
Bug Fix
•
Accurately Capture Data
•
Accurately Present Data
•
Process Automation
•
Reporting and Analysis
•
Process Streamline
•
Enhancement
PROJECT CHALLENGES
Communication and Confirmation
Project delays can be minimized by timely responses to specification
questions and clarifications.
Priority Levels
Priority levels often change and new priorities are set without considering
priority of all work items.
Changing Requirements
Requirements and specifications often change during the life of a project.
The project plan and development process must allow for and adapt changes.
Testing
Multiple levels of testing ensure successful implementation of new development.
The testing levels are development team unit testing, Q/A team user
quality assurance testing, and onsite beta testers.
3rd Parties
The addition of and changes to 3rd party applications require unplanned
development and support.
Where to begin:
How to Purchase:
1. Contact our sales team
2. Schedule an on-site assessment of core requirements and non-critical enhancements
3. Identify options and create a preliminary design including 3rd party integrations
4. Estimate Project by Phase (a minimum of two phases for Mission Critical
and Enhancements)
5. Schedule a target delivery date
Implementation Process:
1. Development of core functionality to control all mission critical processes
2. Development of enhancements to streamline all processes
3. Data migration
5. Testing and Data Verification
6. Training
Support Process:
1. After successful implementation we will support your
system per your annual support agreement.
2. Additional support and training available as-needed
