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Knowledge Transfer Discussion

  • Knowledge Transfer
    • Multidev
      • The Multidev system is largely undocumented, if not, practically speaking, completely undocumented.
      • Documents that do exist may not have been updated in the last 7 to 10 years.
      • Documents that do exist may address modifications/enhancements to a process, but not the underlying process itself.
      • As the project has proceeded, Multidev has provided a lot of training that they believe is adequate knowledge transfer to allow us to support ourselves both in terms of function and usage as well as configuration and customer-directed/customer-enabled modification of the Multidev ERP/POS system.
      • This training has been received by Art but has been used by Art mostly to allow for the exploration of system/solution functionality to drive and/or validate modifications to the system and NOT necessarily for the purposes of developing end user training or system configuration training.
      • Recordings of most sessions are available, but most are driven by Art’s goal of learning the system well enough to drive and/or validate modifications to the system and the recording may not represent the best/most usable training resource.
    • CSS
      • The CSS system has a good deal of documentation available. See: (user logins are set-up by CSS).
      • The documentation that is available provides good step by step process information but does not provide a lot of context, especially within our operating premise, i.e., first party, revolving credit.
      • Because of the work that was done in starting in 2016 to migrate from CCS to CSS for collection support, Art has a strong knowledge of the CSS system including knowledge for some customer-directed/customer-enabled modification of the CSS system.
  • Business Process Knowledge
    • A key gap that will be present when Art’s time is further diminished/eliminated is regarding the application of Multidev and CSS processes to SMC business processes.
    • Due to the development and modification done to MAGIX, Universe and CSS by Art over the last 35+ years, the business processes that drive automation and automation that drives business processes are understood by Art, but few others.
    • David Sherwood has a strong understanding of many, if not all, business processes, but is not fully knowledgeable about implemetation of the automation that addresses those business processes.
    • Within each key area there are business processes “subject matter experts”, but linkage to automation is mostly at the keystroke level and not the process and methods level.
    • David and/or Inez can provide the names/roles of those involved in various departments.
  • SMC IT Support
    • Inez is the best resource for understanding the current state of the SMC IT department’s knowledge of and ability to support existing and new systems.
    • From my perspective, the following areas need to be discussed to allow for the proper allocation of resources and prioritization of additional training for the support of the new systems.
      • Multidev
        • Security (configuration of security issues)
          • Access to usages/usage groups.
          • Control of add/delete record rights (versus read only rights).
          • Field level security.
        • Usage group creation and modification.
        • Usage group layout modification/
        • Field list creation and manipulation.
        • Server filter creation and manipulation.
        • Screen layout updates
        • Field level controls:
          • List mode headings
          • Form mode headings
          • Required and default values.
        • Background processes and services
          • Multidev MDDT Service
          • Multidev MS Web Sync – SHOPIFY interface
        • Client-User Applications (administration)
          • Within Accounting – database and user account security
          • Within SmartForms – user security
        • Console Applications
          • POSPRGenerator
          • STGLQUEUE
        • Server Applications
          • Configurator (POS)
          • MDDT_Config
          • Multiservices (console control/configuration of Multidev MS Web Sync service
      • CSS
        • Manipulation of accounts through result codes and result code SODs (processes of the CSS system) need to be fully communicated.
        • The overall processing cycle for customer accounts (which is moving from MAGIX to CSS) needs to be fully communicated.
      • FTP data transfer/exchange processes
        • Multidev to CSS – full customer purchasing detail to support additional work done at write-off.
        • CSS to DataPage to CSS – statement processing