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What we need

Data Repository

First of all we need a data repository where physically collect and persist the information.

In eLegere world the data repository is called Smart Storage.

In our specific Use Case we need:

  1. A Storage for Headquarter with the list of all Subsidiaries
  2. A Storage for detailed information about Subsidiaries' revenue
  3. Precompiled lists of values (list of: Status, Year, Revenue, Currency) to accelerate inputting data

Application

The core of the eLegere system is the Smart App.

We've just explained in the Introduction what's an App, what's App can do and how to define an App.

In our specific Use Case we will create a single App to manage the workflow.

Features & Settings

Modules

In the Smart App we will enable the following features (Modules):

Module Description
Table: shows data in grid view
Properties: enables filtering and data grouping
Input Form: alternative method to input data focused on a single row
Custom Actions: enables actions for sending email and other extended features (invokes store procedure, runs PowerShell script, ...)
Geo View: shows data using geographic map

Table module Configurations

We will configure some settings for:

  1. Master
  2. Details
  3. Layout
  4. Settings

Users & Profile Workspace

We need to create different Groups to manage the Application logics:

  1. Headquarter
  2. Subsidiary 1
  3. Subsidiary 2
  4. Subsidiary 3

We also need to create some Users that will be added to the specific Group.

Mobile use

To use the Application with Mobile devices, we need to setup devices and App's Configurations for Mobile.