Systems and methods for interfacing between a sales management system and a project planning system
The present disclosure facilitates interfacing between a sales management system and a project planning system. In some embodiments, the system includes an interface and schedule engine, both executing on a server. The interface can parse a sales order from the sales management system into products and project tasks within the products. The products can also include at least one of a labor product, a parts product, and an agreements product. The schedule engine can generate schedule tasks corresponding to the project tasks, determine a performance order of the schedule tasks, and combine the schedule tasks into schedule phases based on the performance order. The schedule engine can determine a performance order of the schedule phases and combine the schedule phases into a schedule component based on the performance order. The interface can transmit the schedule component to the project planning system for execution.
1. A method of interfacing between a sales management system and a project planning system, comprising:
receiving, by an interface executing on one or more processors of a server, from the sales management system, a first data record including a sales order;
parsing, by a schedule engine executing on the server, the first data record to identify a first product and a second product of the sales order, wherein:
the first product includes a first project task and a second project task; and
the second product includes a third project task, and at least one of a labor product, a parts product, and an agreements product;
generating, by the schedule engine, a first schedule task corresponding to the first project task, and a second schedule task corresponding to the second project task;
determining, by the schedule engine, a first order of performance between the first schedule task and the second schedule task;
combining, by the schedule engine, the first schedule task and the second schedule task based on the first order of performance to create a first schedule phase;
generating, by the schedule engine, a second schedule phase with a third schedule task corresponding to the third project task, the second schedule phase including the at least one of the labor product, the parts product, and the agreements product;
determining, by the schedule engine, a second order of performance between the first schedule phase and the second schedule phase;
combining, by the schedule engine, the first schedule phase and the second schedule phase based on the second order of performance to create a schedule component stored in a second data record; and
transmitting, by the interface, the second data record storing the schedule component to the project planning system for execution.
2. The method of claim 1 , further comprising:
configuring the schedule component stored in the second data record for search capability.
3. The method of claim 1 , further comprising:
generating a search index for the schedule component stored in the second data record; and
storing the search index in a third data record.
4. The method of claim 1 , further comprising:
receiving, by the interface executing on the server from the project planning system, an indication of a change to the schedule component; and
transmitting, by the interface to the sales management system, responsive to the indication, information about the change to the schedule component to initiate an update to the sales order.
5. The method of claim 1 , further comprising:
receiving, by the interface executing on the server from the project planning system, an indication of a change to the schedule component;
comparing, by the server, the indication with the sales order received from the sales management system;
determining, by the server responsive to the comparing, to update the sales order based on the indication; and
transmitting, to the sales management system by the interface executing on the server, responsive to the determining, information about the change to the schedule component to initiate an update to the sales order.
6. The method of claim 1 , further comprising:
generating, by an estimation engine executing on the server, a first quote component based on the first project task and the second project task associated with the first product, and a second quote component based on the third project task and the at least one of the labor product, the parts product, and the agreements product associated with the second product; and
combining, by the estimation engine, the first quote component and the second quote component to create a quote.
7. The method of claim 1 , further comprising:
generating, by an estimation engine executing on the server, a first quote component based on the first schedule task and the second schedule task associated with the first schedule phase, and a second quote component based on the third schedule task; and
combining, by the estimation engine, the first component and the second quote component to create a quote for the schedule component.
8. The method of claim 1 , further comprising:
providing, via the server, a quote for the sales order;
receiving, by the interface executing on the server, an indication of a modification to the quote;
updating, by the schedule engine executing on the server, the schedule component responsive to the indication of the modification to the quote; and
transmitting, to the sales management system by the interface executing on the server, responsive to the updating, information about the updating of the schedule component to initiate an update to the sales order.
9. The method of claim 1 , further comprising:
providing, via the interface executing on the server, a quote for the sales order;
receiving, by the interface, an indication to reduce the quote;
removing, by the schedule engine executing on the server, a portion of the schedule component responsive to the indication to reduce the quote; and
transmitting, to the sales management system by the interface executing on the server, responsive to the removing, information about the removing of the portion of the schedule component to initiate an update to the sales order.
10. The method of claim 1 , further comprising:
establishing, by the schedule engine, a first duration for the first schedule phase and a second duration for the second schedule phase; and
appending the first duration and the second duration to the second data record storing the schedule component.
11. The method of claim 1 , further comprising:
parsing, from the first project task, a description, a parts component, an estimated time, a billing method, and a resource assignment;
generating, based on the description, a name;
generating, based on the parts component, a resource reference;
generating, based on the estimated time, a schedule duration;
generating, based on the billing method, a schedule billing method;
selecting, based on the resource assignment, a personnel reference; and
associating the resource reference, the schedule duration, the schedule billing method, and the personnel reference with the first schedule task.
12. The method of claim 1 , further comprising:
determining the first order of performance between the first schedule task and the second schedule task based on at least one of:
a manually assigned sequence included in the first data record;
a sequence included in a template associated with the first data record;
a dependency between the first schedule task and the second schedule task, the dependency included in the first data record;
a first resource assignment associated with the first schedule task and a second resource assignment, same as the first resource assignment, associated with the second schedule task, the first order of performance chosen to avoid simultaneous use of the first resource assignment and the second resource assignment; and
a default sequence determined by the schedule engine.
13. The method of claim 1 , further comprising:
parsing, by the schedule engine, the second product;
generating, by the schedule engine responsive to the second product including the labor product, a fourth schedule task based on the labor product;
determining, by the schedule engine, a third order of performance between the third schedule task and the fourth schedule task; and
combining, by the schedule engine, the third schedule task and the fourth schedule task based on the third order of performance to create the second schedule phase.
14. The method of claim 1 , wherein the schedule component includes information for the project planning system to update an existing schedule.
15. The method of claim 1 , further comprising:
converting, by an estimation engine executing on the server, the sales order into a quote by generating a first quote for the first product and a second quote for the second product.
16. A system for interfacing between a sales management system and a project planning system, comprising:
a server including one or more processors and memory configured to:
receive, by an interface executing on the one or more processors of the server, from the sales management system, a first data record including a sales order;
parse, by a schedule engine executing on the server, the first data record to identify a first product and a second product of the sales order, wherein:
the first product includes a first project task and a second project task; and
the second product includes a third project task, and at least one of a labor product, a parts product, and an agreements product;
generate, by the schedule engine, a first schedule task corresponding to the first project task, and a second schedule task corresponding to the second project task;
determine, by the schedule engine, a first order of performance between the first schedule task and the second schedule task;
combine, by the schedule engine, the first schedule task and the second schedule task based on the first order of performance to create a first schedule phase;
generate, by the schedule engine, a second schedule phase with a third schedule task corresponding to the third project task and the at least one of the labor product, the parts product, and the agreements product;
determine, by the schedule engine, a second order of performance between the first schedule phase and the second schedule phase;
combine, by the schedule engine, the first schedule phase and the second schedule phase based on the second order of performance to create a schedule component stored in a second data record; and
transmit, by the interface, the second data record storing the schedule component to the project planning system for execution.
17. The system of claim 16 , wherein the schedule component stored in the second data record is further configured for search capability.
18. The system of claim 16 , wherein the server is further configured to:
generate a search index for the schedule component stored in the second data record; and
store the search index in a third data record.
19. The system of claim 16 , wherein the interface is further configured to:
receive, from the project planning system, an indication of a change to the schedule component; and
transmit, to the sales management system responsive to the indication, information about the change to the schedule component to initiate an update to the sales order.
20. The system of claim 16 , wherein the interface is further configured to:
receive, from the project planning system, an indication of a change to the schedule component;
the server is further configured to:
compare the indication with the sales order received from the sales management system; and
determine, responsive to the comparing, to update the sales order based on the indication; and
the interface is further configured to:
transmit, to the sales management system, responsive to the determining, information about the change to the schedule component to initiate an update to the sales order.