A case study: Ditching the paper for Drupal

I'm Kelly Cunningham so this is my first

presentation so I'm I'm kind of drooping

so as it says this is a case study and

it's ditching the paper for for Drupal

it should also include consolidating

your your company for Drupal because as

having a conversation there's cases

where you might have Oracle or Microsoft

or other applications and your databases

are in several different places and

getting all that data can be a hassle

so let me take you through it and if you

have questions feel free to stop and ask

so I grabbed the overview from from I

put up on the mid mid camp but a lot of

times people are using Drupal for just

our website you know but you can use it

for so much more and started this

thought with just a customized PHP

management system and then by using

Drupal I streamlined the process and

made it even faster because it connects

to the database and then now with Drupal

presentation in the live demo are in

Drupal 7

but Drupal 8 has made it even faster and

better so I'm really excited to to merge

it

I guess excited or scared since so much

changes but so yeah you can bring

several different database applications

so then that way you're not having 500

different passwords or handling all the

licensing another fact that I like about

this theory is then and I'll get to it

if you build it with an architecture

mind of looking at the whole world and

then coming down you would be able to

then link all your users who are editing

content to any part of the company and

then you'll be able to build up

analytics off of that so my heading goal

is to share this idea

and maybe a little conversation I don't

have facts and figures about what Oracle

costs for 200 users so I'm not gonna be

held to any any sort of numbers I know

that it's expensive I've talked to

people who who use use it and they talk

about two hundred thousand dollars or

five hundred thousand dollars for an

Oracle application for a document

repository which I was able to remake

for a whole lot less so and use solar

searching and sometimes some of those

other applications that get lost

so topics that cover and if I'm speaking

too fast let me just raise your hand or

first of them topics to cover so

Kandra will be a container of a CMS ERP

and CRM there you know three different

acronyms is it visit possible the

potential profits so I'll show you some

some natural numbers for a company that

saw the profits there all the profits in

different ways increase the next step

about you can I guess I'm just reading a

slide for you but you can see so the

next steps and then how to and I don't

want to go into a deep deep this is how

you build a view and this is how you

import a feed I can certainly do that

but I want to take it a nice high level

and if someone has a question well how

do you build a view I'd be happy to sit

down with you after the presentation

okay and then I'll show you I'll show

you a working example of everything I'm

going to talk about so then you can see

that it's true

so Drupal equals CMS when the air peon

even had CRM and tried to be a little a

little fun with the math there and in

the end it just equals possibilities

like I said I built this idea originally

for a rental company on straight PHP and

MySQL and then later did this for

another company using Drupal and things

moved even faster able to do it for the

other company as a little side

small project versus full-time so kind

of take those costs into place I'd give

you some definitions on what what those

three elements are and so like the big

one is Salesforce and I'm not suggesting

that you're going to replace every

element of Salesforce or process Pro but

you can take what you need

is so often and I find it even with

contributed Drupal modules it comes with

so much I would rather be able to be

like a buffet where I can pick and

choose what I want and then have that

instead of a whole conglomerate so so a

little little view that we're going to

do views the database export and the

ending goal is results so potential

profits okay so in this in this

particular case the maintenance trending

for the company they have probably about

passing paper to the mechanics to track

this is when it was reviewed this is

what is wrong with it and it's getting

lost on paper because it's on someone's

desk do teep requires us and if you use

another application and it's not

mobile-friendly something that the

driver could have on their body you know

it's possible fines from from d-o-t and

even with another element that's been

built it's not on the site but training

application so OSHA requires you to have

different certifications

well these employees are now able to

have their certificate right on them at

the time so then if OSHA says I want to

see your OSHA 40 they can pull it out

and show them that it's completed and

certified so

some some thoughts on that where before

if so for instance the training OSHA

that word is say you cannot continue

until you cannot continue on this

project and there's a giant oil spill

they're able to continue on the project

because they have the certificate right

there and in this case it's the vehicles

that when a person takes out a vehicle

they could see you know the red check

for the right of the red red mark it's

not a safe and vehicle to take on the

road and deal to you will hit you that

so that's just one pot the sales aspect

is so then all the sales people can see

their up-to-the-minute numbers and these

charts are made on the fly so if I have

to hit a certain amount of goal of

meeting seven customers each each week

then I can enter that I can also see how

many I have left and then I can see if I

have to hit a quarter of like four

million dollars or something like that I

can see how close I am because the

invoice is being pulled that as soon as

that number is updated a feed import

pulls that data into Drupal and then the

sales Brooke has that on on the fly so

they're able to really kind of be on top

of their game and if you're motivating

your sales reps and saying you know for

every two hundred thousand dollars you

sell you'll get something they could see

how close they are so just some nice

features for them so like the a our

accounts receivable trying to track in

one database about when when those

numbers are coming in and now also in

Drupal I can see my prompts I can have

the rules module send out alerts hey

this is past due and in those alerts it

could be an email to the client saying

hey by the way York has to do which then

frees up the AR person from having to

call on every single person

so so kind of a nice feature to build a

track so linking back to the invoice or

the person and that's what I was talking

about is who prepared it you can see who

your publisher of your content is you

can adjust the creating has everyone

created content and Drupal yeah okay so

so you you know that you got your fields

and you can adjust that so then it's

nice and easy for a person in the field

or sales rep to add their content and

then that gets tracked you could pull up

work order so mechanics can even tie the

work order to the vehicle which then

generates out the report the ideas are

endless and I'm what you can do

so I'll be like a turtle here and I'll

slow down because I feel like I'm

talking real fast but don't chase the

rabbit stop think and plan for yourself

so and the first time I did this in a

PHP MySQL non non Drupal it was whatever

the client came up with oh you want that

idea I'll build it in but then I got to

connect it to this database and I

mentioned just just a little bit ago

about looking at the person who prepares

the work order to be able to track that

well if like seven years ago I had said

I want to track that then I would be

looking at this project and a grander

scale so if I were to try to sell this

to someone I would say what systems do

you want to take and put into here what

what if you were to give me the world of

idea not that we're going to do it all

in this face but what what kind of

things do you want to track what kind of

systems even if you don't want to get

rid of it let's look at that system too

because there might be data that we want

to connect and we'll set up our fields

differently because once you have the

data in in the field if it was a text

field and you know turns out it really

should be like a taxonomy field so then

it can be continued to add to and

different searching purposes a whole lot

easier up front to build the field

correctly as opposed to later on trying

to write a script to grab the content

from one field populate the vocabulary

and generate your text out of a list

so the idea might sound great but slow

down and really think about it and plan

and this is where wireframing obviously

comes into good place so along the same

lines someone might come to you and say

and I'll show I'll show you in a minute

they they might say well all I want is a

document repository so we store all our

documents on the local C Drive I all I

want is a Declan Passport well as that

goes back to taking a slow like a turtle

and looking is really all you want this

doctor depository or what else can we do

because if what you're looking for is

Home Depot and what I give you is a

little toolbox it's going to be harder

to go to Home Depot later I'm certainly

going to enjoy it because it's a bigger

project it continues but we could have

started into a small Home Depot scale as

opposed to closing the lid on this and

then you say well let's reopen it and

let's build Home Depot inside of this

red bin so just need to stop and think

about it before you do it okay so that's

the it of those slides now I can walk

you through on how to import a CSV and

show you the power of the views and also

show you the site and I realize that's

been like 10 minutes

great so on a 60 minute presentation

questions before I continue

finally we're going to get the whole

hour to see that okay so again I told

you that this was in Drupal 7 and the

feeds is a module in Drupal 7 well

interpolate you could just use the

migrated CSV and build out your EML to

map to the content type and it does the

exact same thing so if you're using

Drupal 8 which I'm sure most people are

doing that's that's how you want to use

feeds but in feeds if you set up your

feed components I'll show you real quick

so you set up everything you map you map

it all out the exact same way you would

do with migrate so then that way the

user could give you a CSV with 400

columns and in the end all you need is

four of those columns but they gave you

the one 400 because that's what they had

and that's maybe what came out of an

Oracle application or take powerful way

out of another application I have

nothing against Oracle so after you map

it out you ingest it and it processes it

creates out the nodes so this particular

site has somewhere around a million

nodes and it's only been around for for

about a year so they create a lot of

data and I don't see them stopping so

the sales dashboard is what I was

telling you about

it's mobile-friendly so it's built on

built on those principles so then it

feels down my sleeve for the person's

phone the vehicles element so then I can

come in here and quickly see a list I

can export the list if I want to export

a list and hand it to one of my

mechanics to look at so they so they

have that that ability and then I can

even view additional details about the

unit if I want to know any of the other

data so that was a

so Dvir czar driver vehicle inspection

reports something that d-o-t requires

and in this case they can go back and

say well what did your vehicle look like

two days ago and the driver can quickly

pull it up and be able to track it and

then the miles and there's even a

feature in here too if the employee were

to enter in cost it will actually

calculate out the value of the vehicle

every single day so like the book value

so then they know all right well this

vehicle has paid for itself so that it's

kind of how so they can judge that the

document repository it's built on a

solar searching it's kind of nice

because you can quickly view it and then

all these tables that you see are all

all are on views so you can see that

views can be used differently for each

in training so again I talked about the

OSHA safety inspections and I had

another page of training open so yeah

that's