Target 2011

Target-2011 is a Customer Relationship Manager developed by the Internet Services Group. The system is built on a Linux, Apache, MySQL, and PHP (LAMP) platform under the Symfony 1.4 PHP framework utilizing jQuery, JSON. The system integrates with the AS/400 for product management and provides the turf Companies (AstroTurf® and SYNLawn®) with order and project management from lead through quote to install and warranty.

The system hierarchy is based on parent-child relationships within a workflow driven model. The company can be defined at the top level and then subsequent sales units can be defined as children within the scope of that parent. Children can be sales regions, distributors, franchises, or other custom defined areas. Products and service offerings provided by the parent are available to all child areas, but each child area can define their own products and services that are only available to themselves and their children.

The Customer Record

The workflow model defines the routes each customer record take through the system. These routes or actions are pre-defined by the business, however, users can interject their own workflow needs in between the system defined ones. An example of a workflow trail might be from New Lead —› Initial Follow-up —› Design Project —› Schedule Measurement —› Perform Measurement —› Create Estimate —› Approve Estimate —› Create Work Order —› and so on. If a sales person completes the initial follow-up and the customer asks them to wait 6 weeks and call them again, they can inject a new Follow-up between the initial one and the design project workflow.

The Calendar View

The calendar view provides the user with a baseline of information about the tasks ahead of them for the current month. Since Target-2011 is based on a workflow engine, each task is assigned to the customer record to move the customer through the sales, manufacturing, installation, and warranty processes.

The Asset Library

The asset library provides each organization with a location to track and maintain all digital assets such as marketing materials, MSDS sheets, press releases, and much more.

The Lucine Search Engine

The search capabilities within Target-2011 allow a user to search on any number of criteria as depicted in the screenshot. Searches can include specific install, bid-due, and estimate-due dates, date ranges, assigned users, workflow stage, and much more. Search results are ranked based on perceived relevance to the search criteria.

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