Manufacturing sales processes often involve monitoring, reviewing and completing multiple different types of tasks, from recording a customer request, to quote negotiation and approvals, and to final order creation. There should be no delays due to miscommunication or overlooked tasks. System emails, reminders and notifications per task level help to keep all stakeholders informed. However, per user or role level, it is still necessary to have a task-driven and personalized dashboard available to ensure all the assigned tasks are closely followed, in order to streamline especially cross-departmental processes. Such dashboards require to be highly tailored based on each user’s role and the tasks assigned in the sales process.
With above considerations, MX introduces a highly customizable UI Widget feature which is part of MX’s User Interface Framework. In MX, a UI Widget is a pre-built user interface control that performs a specific task.
Use case examples are:
- A table control that shows "Open Quotes”
- A table control that shows “Opportunity in Quotation phase”
- A graph control that shows quote header information, e.g. pricing date, currency and total quote amount
Figure - Homepage with UI Widgets
In our 1908 release the UI Widget functionality applies to the MX homepage, which is the entry point for each user. It will be further extended to other application areas in the future. More task-driven UI Widget controls will be continuously added into the framework based on demand.