Stop copying and pasting spreadsheets into documents stitching together what should be a living document. DefineTheBox Is A Customer Relationship Management with Configure Price and Quote your Customers through scope to quote. Tracking line items of Quotes, Orders or Invoices to the steps taken to meet quality in Medical Device, Food & Beverage, Industrial Manufacturing.
This includes documenting standard operating procedures, equipment functional tests, quality management, corrective and preventative actions. The Risk Ledger of Failure Mode Effect Analysis informs design
Introducing DefineTheBox CRM
Published in the Microsoft App Store under https://appsource.microsoft.com/en-us/product/dynamics-365/layer1holdingsllc1667923574055.definethebox
Book a DefineTheBox Demo
Start by Creating an Account
Add a New Contact to the Account, or within a Contact add an Account
Quick Create a new contact within an Account (perk of using scan business card if started within an account)
If you create a New Contact not from within an Account, you can always Add an Account (but you will not have scan business card
Either Start a New Quote and Assign a Customer and Account, or Start in the Account or Contact and Add a Quote to Account or Contact.
Customer Relationship Management
Quoting Process
Or from A Contact by dropping down the Contact’s Related
When you are in a Quote, its easy to Add a Product
Add an Existing Product or Write in a New One
Customize the columns that show up on your quotes
Track Quotes into Orders and Invoices.
Do you wish to avoid replicating the time cost of acquiring a customer’s needs when you have done it once before?
Contact Beta@Layer1Holdings.com to get added to the wait list for our CRM Offering
Are you investing in companies that struggle with documenting complex integrations involving custom-made parts? Layer1holdings.com/crm ensures products are manufactured on qualified installations, streamlining the process and validating equipment requirements. Invest in a solution that enhances efficiency and compliance in manufacturing
Organizing Assets of an Organization helps both for internal projects and Mapping Customer Needs
Related Views allows you to see the Sub Components and their Sub Components
Editing Multiple Times with Multiple Team Members allows you to DefineTheBox
Add a New Asset under the Account, and its Customer Assets, Customers can include Machines and their Requirements
Add a List of Related Assets by First Changing the View by Drop Down and Selecting “Related Assets”
The View of Customer Asset Associated View is one of Many, a Drop down selection for the Project View of your need is Possible
From a Custom View a Bulk Upload to your project is Available
While Adding data be sure to reference parent items, or the Account the line item belongs to
After Saving your change, you have the ability to Track Progress of your Data Import
In the Above, 6 Line Items were added Successfully
Naming vs Indexing
Changing Naming Conventions Dynamically is Valuable, Add Some Indexing
Updating a Parent Name Updates the Name Reference to the Children Details
Add More Details like Failure Mode Effect Analysis
Mapping Risks as Assets helps define the failure mode of your asset and the corrective and preventative actions
Companies continue to experience “We assumed it was safe until we learned it wasn’t” especially when the liability of putting employees or customers at risk is unacceptable. Maintaining a Risk Ledger takes your team identifying predicable outcomes and prescribe Corrective and Preventative Actions that address the severity, frequency or detectability of the risks. Our Haste to solve our customer’s problem leaves us vulnerable to lose reputation or experience scope creep. DefineTheBox helps customers manage a risk ledger while defining scope, quoting and invoicing their customers’ needs.
These include the emotions of customers and employees building for customer products
To solve the Risk of losing Subject mater experts because they feel dismissed, DefineTheBox has created a Risk ledger with Corrective and Preventative Actions. Adding a risk ledger reduces the Occurrence of subject mater experts experiencing burnout of being dismissed
Risk Product Numbers
See FMEA for classification and numbering of risks.
In the below example 3 severity represents needing to go to an outside resource,
a 5 Occurrence represents >1 & <1000 chance of occurrence
a 5 detection represents: Remote or Non conformance is not detectable or no controls are in place.
When we add corrective and preventative actions we also add credit to reduce the risk of occurrence from (1>1000) to (1000< less than 10,000)
Corrective actions reduce the risk class
