We are a engineering consultancy, and we are looking for a database guru to develop the database for us.
The database will be required to perform 3 major functions:
1. Quotes(or what we call submissions): of which we have been using a spreadsheet with mailmerge to a word document to produce. I'd like to have these automatically merged, and pdf and emailed to the contact given in the form for this submission.
2. Manage our Projects: once the submission becomes a project additional data maybe required. This part of the project may be converted to a Sharepoint 2010 Online (Office 365) component at a later date, so must be kept in mind. We have been using an addin to outlook called TeamTimeSheet SP that tracks the time each one of our staff has used on a project and for what, more details can be found here ([url removed, login to view]) this gives a sharepoint list with all users data time data on it.
3. Invoicing: we have a few different ways of invoicing, these can be lumpsum, or hourly rates. but most likely a combination of both. I would like these to be automatic pdf and email to the accounts contact for the given project.
4. Some quries that will allow us to follow up on some quotes, and place in reasons why we may have won/lost the project so we can fine tune our pricing.
Automatic emailing of reminders for late invoices, sharepoint 2010 integration.
project management of all human resourses including leveling like what happens with MS Project. Also see this post I have placed on the access forums ([url removed, login to view]) someone who can work this out would be great, or if you can suggest a alternative to TeamTimeSheetSP that will do a similar thing that would also be just as great.
I have tried to start a database just for the submissions part but haven't the time to carry it through. I have also posted the mail merge document from our spreadsheet for some idea of how the submission looks. I will also post our spreadsheets to the appointed person on appointment which will give the formulas used to determine all the fields that go into the mail merge, these spreadsheets have too much sensitive data on them for now.
There may also be some ongoing work as we add some buisness