Roadmap

Sedona Technologies Sales Workflow™ - Product Roadmap

Sales Workflow™ Cloud

Application Enhancements

• 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

Integrations

• 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

Research Projects

• 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.)

Sales Workflow™ Customer Hosted

Application Enhancements

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