adminThis project comprises three components, broken down into two phases:
Please provide a suggested solution/platform, pricing, and lead-time. My preference is to keep access to all components from a single platform, preferably Microsoft. Ensure your solution can integrate with Rightwork. Please advise on the appropriate M365 plan (if applicable) and any additional licensing required.
I am also interested in knowing if you have a way to simplify or automate order entry in QB Desktop within Rightwork. We receive purchase orders from customers via email, which do not have a standardized format. Consequently, our order processing takes 20-30 minutes per order. I’m wondering if there’s a way to automate this process where the email could trigger a sales order in QuickBooks. However, the challenge may be that the purchase orders are not consistent in terms of unit of measure or product codes that match the data in QuickBooks.
Phase 1
Component 1: Create a Data Management and E-filing System
Features:
• Enhanced document search experience with the following features:
o Upload date
o GL category
o Author
o File name (partial/full name)
o Tags
• Predefined file naming convention that can only be changed by an admin
• Configuration of sensitive/nonsensitive files for different user access levels
• Organize folders into categories for easy access
Phase 2
Component 2: Create a Company Intranet Page
Features:
• Organization news
• Upcoming events
• Team synchronization
• Meetings
• Recent events
• Team members
• Location time
• Weather
• Additional features
• Well-designed user experience for finding information and collaboration
Component 3: Create Dashboards
Features:
• Data synchronization from QuickBooks Desktop, with files hosted in the cloud (Rightwork)
• Requires 6-7 dashboards, mostly in tables with rows and columns containing:
1. Dataset from QB Desktop
2. Calculations
3. Dataset from a spreadsheet (static)
Please provide a suggested solution/platform, pricing, and lead-time. My preference is to keep access to all components from a single platform, preferably Microsoft. Ensure your solution can integrate with Rightwork. Please advise on the appropriate M365 plan (if applicable) and any additional licensing required.
I am also interested in knowing if you have a way to simplify or automate order entry in QB Desktop within Rightwork. We receive purchase orders from customers via email, which do not have a standardized format. Consequently, our order processing takes 20-30 minutes per order. I’m wondering if there’s a way to automate this process where the email could trigger a sales order in QuickBooks. However, the challenge may be that the purchase orders are not consistent in terms of unit of measure or product codes that match the data in QuickBooks.
Phase 1
Component 1: Create a Data Management and E-filing System
Features:
• Enhanced document search experience with the following features:
o Upload date
o GL category
o Author
o File name (partial/full name)
o Tags
• Predefined file naming convention that can only be changed by an admin
• Configuration of sensitive/nonsensitive files for different user access levels
• Organize folders into categories for easy access
Phase 2
Component 2: Create a Company Intranet Page
Features:
• Organization news
• Upcoming events
• Team synchronization
• Meetings
• Recent events
• Team members
• Location time
• Weather
• Additional features
• Well-designed user experience for finding information and collaboration
Component 3: Create Dashboards
Features:
• Data synchronization from QuickBooks Desktop, with files hosted in the cloud (Rightwork)
• Requires 6-7 dashboards, mostly in tables with rows and columns containing:
1. Dataset from QB Desktop
2. Calculations
3. Dataset from a spreadsheet (static)
Posted On: June 28, 2024 22:28 UTC
Category: Full Stack Development
Skills:Microsoft SharePoint Development
Country: United States
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