Recently I have been receiving requests from folks working on the technical side of ByDesign to create customer use cases so they can complete a mock implementation. This is my first entry in what I hope to be a series if there is demand. I have seen a wide variety of customers and these use cases are simplified and combined versions of reality. No actual customer’s use case will be used.
I encourage discussion, teamwork, and creativity in executing these use cases. I also would prefer that they are completed in the Self-Enablement systems. If requested, I will review and critique your solution. So here it is:
Customer Use Case #1: The Simple Retailer, Inc.
- The customer has a single legal entity (aka Company).
- The company operates a chain of retail stores in California, Arizona, and Washington.
- They have two stores in each state.
- The administration is done for all states at a central office in California, where they have Operations, Accounting, HR, and Purchasing departments.
- Each store sells three items: Levi’s jeans, Hanes t-shirts, and Vans shoes. They sell just one SKU of each item. They use Over-the-Counter sales.
- The stores sell between 30 and 40 of each item per day.
- The store charges the state tax rate for items sold. They remit collected sales tax to the state tax authorities quarterly.
- The store managers maintain inventory at a par level of 100 of each item. When they fall below par level they submit a purchase request.
- The Purchasing department is responsible for bundling orders from the stores, and ordering from the vendors.
- The items are delivered to each store where the store manager enters them into inventory.
- The store managers are responsible for HR. Each store has 6 sales associates, 3 shift leaders, and the general manager.
- The company uses ADP for Payroll. They get an export from ADP with the total payroll expense by Cost Center.
- The central Accounting department allocates the Payroll Expense of all administrative employees to the stores.
- No time is maintained in the system.
- The company reports profitability by Product, by Store, and at the combined level.
- The company uses the standard chart of accounts and financial reporting structures.
- The company is starting its first day of operations with ByDesign, so there is no need for data migration.
- Since the company is starting it’s first day with ByDesign, it must purchase Furniture, Laptops, and Office 365 for the corporate office.
- The corporate office and stores have a negotiated lease rate that is the same each month.
Follow me on twitter @JudsonOnDemand.