Subject: Re: CakePHP Development Project
From: "Michael B" <[email-masked]>
To: "Yelitza Parra" <[email-masked]>
Cc: Jorge González <[email-masked]>, "Justin Fata" <[email-masked]>, "Destavioun Carr" <[email-masked]>, "Joseph E. Fata" <[email-masked]>, "CakeDC Development Team" <[email-masked]>, "Alejandro Jose Ibarra" <[email-masked]>
Date: Thu, 19 Apr 2018 09:10:30 -0400

Hello Yalitza.
Please schedule us for 9 am CST (10 am EST). Let me know that this will work for you.
Thank you,
Michael Bishop
Labor Law Poster Service
877-321-4144 x355

From: Yelitza Parra 
Sent: Wednesday, April 18, 2018 12:12 PM
To: Michael B 
Cc: Jorge González ; Justin Fata ; Destavioun Carr ; Joseph E. Fata ; CakeDC Development Team ; Alejandro Jose Ibarra 
Subject: Re: CakePHP Development Project

Hi Michael, 

For me is okay tomorrow between 2pm-5pm or Friday 9am-12pm CST. Let me know when is better for you.

Thank you,

On Wed, Apr 18, 2018 at 10:26 AM, Michael B <[email-masked]> wrote:

  Hello all.
  I am not in the office today and Destavioun won't be back until tomorrow. Maybe we can do something Thursday or Friday. Please let me know what might work.
  Thank you,
  Michael Bishop
  Labor Law Poster Service
  877-321-4144 x355

  From: Yelitza Parra 
  Sent: Wednesday, April 18, 2018 9:44 AM
  To: Michael B 
  Cc: Jorge González ; Justin Fata ; Destavioun Carr ; Joseph E. Fata ; CakeDC Development Team ; Alejandro Jose Ibarra 
  Subject: Re: CakePHP Development Project

  Hi Justin, Michael, 

  I am available for the next 3 hours and then in the afternoon between 2pm - 5pm (CST).

  Let me know if you want to get into a call to go over features of the system to get familiar with the app and the new features that we will be implementing.  

  Thank you,

  On Fri, Apr 13, 2018 at 2:07 PM, Yelitza Parra <[email-masked]> wrote:

    Hi Michael, 

    To start creating the tickets and getting familiar with the existing application would be good to have access to the application on any of your test environments. I just want to go through the site and with the details that you guys have already sent, we could start creating the tickets for your validation. Basically what it could be useful for now to us is the URL of the test site and user/password to log in. 

    Thank you, 

    On Fri, Apr 13, 2018 at 12:42 PM, Michael B <[email-masked]> wrote:

      Hello.
      We are working on getting set-up to do a Skype chat. My thought are that we can maybe do something on Wednesday 4/18 morning or early afternoon if that works for you. The other option would be to wait until both our IT people are in house which would be on Thursday 4/19 (if added IT support would be needed). However, if we are just going over features of the system, we should be good without them. Please let me know what might work best for you.
      Thank you,
      Michael Bishop
      Labor Law Poster Service
      877-321-4144 x355

      From: Yelitza Parra 
      Sent: Thursday, April 12, 2018 11:57 AM
      To: Jorge González 
      Cc: Justin Fata ; Michael B ; Destavioun Carr ; Joseph E. Fata ; CakeDC Development Team ; Alejandro Jose Ibarra 
      Subject: Re: CakePHP Development Project

      Hi Justin, 

      I am Yelitza Parra I will be working on the project. 

      We usually have a skype chat where we can discuss any point related to the project. Could you share your skype account? so I can add you to the chat.

      I have some initial questions we could discuss there.

      Thank you,

      On Wed, Apr 11, 2018 at 9:46 AM, Jorge González <[email-masked]> wrote:

        Justin, accounts created for Mike and Destavioun.

        Please check inbox/spam folders for email with credentials, thanks!

        On Wed, Apr 11, 2018 at 1:13 PM, Jorge González <[email-masked]> wrote:

          Of course,

          I'll create accounts for them too in a bit.

          Thanks, we'll proceed starting with ticket creation.

          On Wed, Apr 11, 2018 at 12:37 PM, Justin Fata <[email-masked]> wrote:

            Hi Jorge, 

            We are OK with the initial estimate.

            I am logged into the ticketing system fine. Please go ahead and start creating tickets. Also, could you please create a login to the ticketing system for Mike and Destavioun?

            Best,

            Justin

            On Wed, Apr 11, 2018 at 5:08 AM, Jorge González <[email-masked]> wrote:

              Hi Justin,

              We've just had a meeting, reviewing the answers provided by Michael.

              We're going to keep our original estimate 80-120h. We'll be able to narrow it down as we proceed with the tickets specification and start working on the project.

              Next steps:

              * If you are OK with the initial estimate, we can start working right away as we have 15.50 available hours as of now

              * We'll create tickets covering all the changes/features requested, then we'll send you the tickets for approval

              * Once approved, we'll work on tickets and complete them

              Note: I'll create a new account in our ticketing system today, you are the main contact of the project. Should we create any additional account to be able to track ticket status, add comments/feedback about tickets etc?

              Thanks,

              On Tue, Apr 10, 2018 at 6:19 PM, Justin Fata <[email-masked]> wrote:

                Hi Jorge, 

                Just checking on this, wondering how we begin the process? Let me know.

                Best,

                Justin

                On Fri, Apr 6, 2018 at 7:16 PM, Jorge González <[email-masked]> wrote:

                  Michael, 

                  Thank you for your quick response. 
                  We'll take a look and get back to you if questions.

                  Thanks,

                  El vie., 6 abr. 2018 18:08, Michael B <[email-masked]> escribió:

                    Hello Jorge.
                    I will be able to answer your questions. Answers listed below. Please let me know if you need any further clarification and/or have any further questions. 
                    Thank you,
                    Michael Bishop
                    Labor Law Poster Service
                    877-321-4144 x355

                    From: Jorge González 
                    Sent: Friday, April 06, 2018 8:18 AM
                    To: Justin Fata 
                    Cc: Destavioun Carr ; [email-masked] ; Joseph E. Fata ; CakeDC Development Team ; Alejandro Jose Ibarra 
                    Subject: Re: CakePHP Development Project

                    Hi Justing,

                    After a first review of the changes requested, we have a the following questions:

                    * Orders
                        * New Order: Create and order section / search for company with Name, zip code, company ID
                        * Order status: search for existing order by Name, zip code, company ID
                        * Advanced Order search: Company Name, Address , city, state, zip, date of order, order status, order type, sales person, campaign, payment method used.
                        * Questions:
                            * The order will be created by employees or directly by external users?
                    The orders are generated in a few different ways: 
                    1. Orders that are received via mail (or fax) are processed in the Data Department. These are created by employees who are scanning the barcodes on each order form and completing the order as indicated (product, quantities, shipping).
                    2. Orders are also generated by phone (Inbound and Outbound). These are entered by employees and will use a Keycode (unique identifier) to pull up the company.
                    3. Orders can be placed on our company website which transfers the orders to our main database.

                            * Do we need to process payments? or will just be some fields to select payment method and enter details with no processing.
                    Payment method is selected by the user and default depending on the order type. 
                    Check by mail, (Data dept only), are marked as the order is processed. This is the default for data department. 
                    Phone orders are marked by user when order is entered. This is the default for Inbound and Outbound users. 
                    Credit card payments are processed through PayPal. The database uses an API to connect to PayPal and then write back to our database (approved, declined, or any other processing response).

                    * Companies
                        * Company search: search by Company ID, company name, address, zip code, phone number
                        * Questions:
                            * Do we need to create/update/delete companies?
                    The Company Search is used to look up information that is already stored in the database. These will take you to specific company files. Then you can review order history or you can copy the Company ID to then place an order. These files will include ALL companies in our database (Customers and Prospects).

                    * Invoices
                        * Print Daily invoices (currently only able to print Weekly list)
                        * Questions:
                            * Will it be an automatic process or something somebody will trigger?
                    This is a function used by the Data department to print out invoice batches. These invoices are generated by BILL IN FULL orders or customers who have a balance on their account (order). The user will find the invoice batches in a list and print those out each day.

                    * Users 
                        * Merge Users: merge company ID for the same company
                        * Questions:
                            * Can you elaborate more on how the merge process will work?
                    Merge Users is used when we have duplicate IDs in the system. Should be labeled "Merge Company". Some companies have multiple accounts in our system. Consequently they receive multiple mailings and have multiple order histories. We use this function to move all of this information together in one place.

                    * Reporting
                        * Produce Commission Report
                        * Produce Campaign Report
                        * Produce unpaid orders report - print 30,60,90 days past due invoices by date range
                        * Collection Report – Print collections by date range
                        * Questions:
                            * Please include filters for the first two reports.
                            * Do we need to display only a list? or we will need to include charts, something else?
                    Commission Report allows the user to enter a start date to end date (Month, Day, Year) and you can also select a specific User or Department (both default to "All").
                    Sales Report (Campaign Report) allows the user to enter a start date to end date (Month, Day, Year) and you can also select a specific Campaigns and/or State (both default to All). You can also "Group Results By" State, SIC code, day. Lastly there is a field that you can search by company size.

                    * Management
                        * Back Order List
                        * Product List
                        * Questions:
                            * Do we need to display only a list? or we will need to include charts, something else?
                    Currently the Back Order List is a list that shows products that are currently on backorder. We have multiple products for each state.

                    We understand all changes will be done to the existing application, we'll need to upgrade the CakePHP core and plugins to latest stable release (2.x) ASAP. We've added this time to the estimate too as it would be critical. We would recommend a migration to CakePHP 3 to be done soon.

                    Our initial (ballpark) estimate is 80-120h

                    I've added Alejandro Ibarra to this email too, he's been involved with the review and this estimate, as I'm off due to an onsite training session. Please discuss the questions with him, and let us know when you are ready to proceed.

                    Thanks,

                    On Wed, Apr 4, 2018 at 12:39 PM, Justin Fata <[email-masked]> wrote:

                      Hi Jorge, 

                      I have attached a Job Proposal that our team put together for this development project. We would like to start with the order capture and search filter on the "labor law." Then we would also like to develop the reports and generally improve the UI.

                      Do you already have a copy of the source code for the site? What would you think be the best way to start the discovery process? Please advise as we would like to get started right away.

                      Best,

                      Justin Fata

                    -- 

                            Jorge González
                          Project Manager
                          & Core CakePHP Training Instructor

                         

                          Cake Development Corporation 
                          1785 East Sahara Avenue, 
                          Suite 490-423 Las Vegas, Nevada 89104

                          +1 (702) 425-5085

                          cakedc.com  

                         

                    This email may contain material that is confidential, privileged and/or work product for the sole use of the intended recipient.  Any review, reliance or distribution by others or forwarding without express permission is strictly prohibited.  If you are not the intended recipient, please contact the sender and delete all copies.

                    Cake Development Corporation.

                  This email may contain material that is confidential, privileged and/or work product for the sole use of the intended recipient.  Any review, reliance or distribution by others or forwarding without express permission is strictly prohibited.  If you are not the intended recipient, please contact the sender and delete all copies.

                  Cake Development Corporation.

              -- 

                      Jorge González
                    Project Manager
                    & Core CakePHP Training Instructor

                   

                    Cake Development Corporation 
                    1785 East Sahara Avenue, 
                    Suite 490-423 Las Vegas, Nevada 89104

                    +1 (702) 425-5085

                    cakedc.com  

                   

              This email may contain material that is confidential, privileged and/or work product for the sole use of the intended recipient.  Any review, reliance or distribution by others or forwarding without express permission is strictly prohibited.  If you are not the intended recipient, please contact the sender and delete all copies.

              Cake Development Corporation.

          -- 

                  Jorge González
                Project Manager
                & Core CakePHP Training Instructor

               

                Cake Development Corporation 
                1785 East Sahara Avenue, 
                Suite 490-423 Las Vegas, Nevada 89104

                +1 (702) 425-5085

                cakedc.com  

               

        -- 

                Jorge González
              Project Manager
              & Core CakePHP Training Instructor

             

              Cake Development Corporation 
              1785 East Sahara Avenue, 
              Suite 490-423 Las Vegas, Nevada 89104

              +1 (702) 425-5085

              cakedc.com  

             

        This email may contain material that is confidential, privileged and/or work product for the sole use of the intended recipient.  Any review, reliance or distribution by others or forwarding without express permission is strictly prohibited.  If you are not the intended recipient, please contact the sender and delete all copies.

        Cake Development Corporation.

      -- 

           Yelitza Parra
            Project Manager and CakePHP Developer

           
             
            Cake Development Corporation 
            1785 East Sahara Avenue, 
            Suite 490-423 Las Vegas, Nevada 89104

            +1 (702) 425-5085

            cakedc.com 

      This email may contain material that is confidential, privileged and/or work product for the sole use of the intended recipient.  Any review, reliance or distribution by others or forwarding without express permission is strictly prohibited.  If you are not the intended recipient, please contact the sender and delete all copies.

      Cake Development Corporation.

    -- 

         Yelitza Parra
          Project Manager and CakePHP Developer

         
           
          Cake Development Corporation 
          1785 East Sahara Avenue, 
          Suite 490-423 Las Vegas, Nevada 89104

          +1 (702) 425-5085

          cakedc.com 

  -- 

       Yelitza Parra
        Project Manager and CakePHP Developer

       
         
        Cake Development Corporation 
        1785 East Sahara Avenue, 
        Suite 490-423 Las Vegas, Nevada 89104

        +1 (702) 425-5085

        cakedc.com 

  This email may contain material that is confidential, privileged and/or work product for the sole use of the intended recipient.  Any review, reliance or distribution by others or forwarding without express permission is strictly prohibited.  If you are not the intended recipient, please contact the sender and delete all copies.

  Cake Development Corporation.

-- 

     Yelitza Parra
      Project Manager and CakePHP Developer

     
       
      Cake Development Corporation 
      1785 East Sahara Avenue, 
      Suite 490-423 Las Vegas, Nevada 89104

      +1 (702) 425-5085

      cakedc.com 

This email may contain material that is confidential, privileged and/or work product for the sole use of the intended recipient.  Any review, reliance or distribution by others or forwarding without express permission is strictly prohibited.  If you are not the intended recipient, please contact the sender and delete all copies.

Cake Development Corporation.