The Investment Committee at Flowbird is responsible for setting investment policies and guidelines, overseeing the investment and reinvestment of assets, and monitoring the management of funds by reviewing reports and conducting discussions. The Committee also approves investment and commitment of capital expenditure over a certain amount, considers and makes recommendations for expenditure or commitment of capital expenditure over a certain budgeted amount, and approves or disapproves any property acquisition or lease proposals. The scope of the Committee's review and approval includes capital expenditures, bids/customer offers, IT expenses, procurement/purchasing, and real estate. Investment decisions are subject to the Committee's review and approval if they exceed 100,000 euros or total budgeted amount for a unit or aggregate amount of 300,000 euros.
It is possible to manage a process like this using a suitable software application builder like AppSheet. AppSheet provides a platform for creating custom mobile and web applications without requiring extensive programming knowledge. With AppSheet, you can create custom forms, workflows, and dashboards that can automate and streamline processes like investment decision-making.
However, building an application to manage this process would require a thorough understanding of the specific requirements and workflows involved. The application would need to be designed and tested carefully to ensure that it meets the needs of the Investment Committee and complies with the policies and guidelines outlined in the text. Additionally, AppSheet may not be the best solution for this specific use case, and other software application builders may be more suitable depending on the specific requirements.
Yes, there are many other application builders that you could consider depending on your specific needs and requirements. Some popular options include:
Microsoft PowerApps: PowerApps is a low-code platform that allows you to create custom business applications. It provides a drag-and-drop interface that makes it easy to create forms, workflows, and other app elements.
Appian: Appian is a low-code development platform that allows you to build complex business applications quickly and easily. It offers a visual interface that allows you to create workflows, reports, and other app elements without writing any code.
Salesforce Platform: Salesforce Platform is a cloud-based application development platform that allows you to build custom apps on top of the Salesforce platform. It offers a range of tools and features for building, deploying, and managing custom applications.
Zoho Creator: Zoho Creator is a low-code development platform that allows you to build custom applications for your business. It provides a range of features for creating forms, workflows, and reports without any coding.
Google App Maker: Google App Maker is a low-code development platform that allows you to build custom business applications quickly and easily. It provides a drag-and-drop interface that makes it easy to create forms, workflows, and other app elements.
These are just a few examples of the many application builders available in the market. It's important to carefully evaluate your options and choose the one that best fits your needs and requirements.
Sure! Here's a suggested starting database structure for your project:
- Table: Clients
- Columns: Client ID (unique identifier), First Name, Last Name, Email, Phone Number, Address
- Table: Services
- Columns: Service ID (unique identifier), Service Name, Description, Price
- Table: Appointments
- Columns: Appointment ID (unique identifier), Client ID (references the Clients table), Service ID (references the Services table), Date, Time, Status (e.g. scheduled, cancelled, completed)
You can use these tables as a starting point and customize them further based on your specific needs. Good luck with your project!
Sure, based on the key points you provided earlier, here's a proposed table structure for the AppSheet application:
- Investment Committee Members:
- Name
- Position
- Contact Information (email, phone number, etc.)
- Investment Policies and Guidelines:
- Description
- Date Approved
- Review Date
- Approval Status
- Investment and Reinvestment of Assets:
- Asset Name
- Asset Type
- Date Acquired
- Cost
- Current Value
- Return on Investment (ROI)
- Investment Status
- Funds Management:
- Fund Name
- Fund Type
- Date Established
- Fund Manager
- Fund Size
- Investment Objective
- Performance Report
- Reports and Discussions:
- Meeting Date
- Agenda Items
- Discussion Points
- Action Items
- Capital Expenditures:
- Project Name
- Description
- Budgeted Amount
- Actual Amount
- Date Approved
- Approval Status
- Property Acquisition or Lease:
- Property Name
- Description
- Location
- Date Acquired/Leased
- Cost
- Approval Status
- IT Expenses:
- Expense Name
- Description
- Budgeted Amount
- Actual Amount
- Date Approved
- Approval Status
- Procurement/Purchasing:
- Purchase Order Number
- Vendor Name
- Item Description
- Quantity
- Unit Price
- Total Price
- Date Ordered
- Approval Status
Note that this is just a suggested table structure based on the information you provided, and you may need to modify it based on your specific needs and requirements.
You're welcome! I'm glad I could be of help. If you have any more questions or need further assistance, don't hesitate to ask.
Sure, I suggest adding the following tables to your AppSheet application:
Investment Committee Members: This table should include information about the members of the Investment Committee, such as their names, contact details, roles, and responsibilities.Investment Policies and Guidelines: This table should include the investment policies and guidelines set by the Investment Committee. The table should include details such as the investment objectives, risk tolerance, asset allocation strategy, and performance benchmarks.Investment and Reinvestment of Assets: This table should include information on the investments made by the company and the status of these investments. The table should include details such as the name of the investment, the amount invested, the date of investment, the expected return on investment, and the current status of the investment.Funds Management: This table should include information on the management of funds by the company. The table should include details such as the name of the fund, the amount of funds managed, the investment strategy used, and the performance of the fund.Reports and Discussions: This table should include information on the reports and discussions held by the Investment Committee. The table should include details such as the date of the report/discussion, the topics discussed, and the decisions made.Capital Expenditures: This table should include information on capital expenditures approved by the Investment Committee. The table should include details such as the name of the project, the amount of capital expenditure approved, the date of approval, and the status of the project.Budgeted Amounts: This table should include information on the budgeted amounts for each unit or aggregate amount of the company. The table should include details such as the name of the unit, the budgeted amount, and the status of the unit.Property Acquisition or Lease Proposals: This table should include information on any property acquisition or lease proposals approved or disapproved by the Investment Committee. The table should include details such as the name of the property, the amount involved, the date of approval/disapproval, and the status of the proposal.Expenditure or Commitment of Capital Expenditure: This table should include information on the expenditure or commitment of capital expenditure approved by the Investment Committee over a certain budgeted amount. The table should include details such as the name of the project, the amount of capital expenditure approved, the date of approval, and the status of the project.IT Expenses: This table should include information on the IT expenses approved by the Investment Committee. The table should include details such as the name of the project, the amount of IT expenses approved, the date of approval, and the status of the project.Procurement/Purchasing: This table should include information on the procurement/purchasing approved by the Investment Committee. The table should include details such as the name of the item, the amount involved, the date of approval, and the status of the procurement/purchasing.Real Estate: This table should include information on the real estate approved or disapproved by the Investment Committee. The table should include details such as the name of the property, the amount involved, the date of approval/disapproval, and the status of the real estate.
I hope this helps you get started with your AppSheet application! Let me know if you have any questions.
Certainly, there are different ways to approach workflows depending on the specific task or project at hand. Here are a few resources that could provide guidance:
Asana's guide to effective workflows suggests a seven-step process that includes planning, execution, and review stages. The steps are: ideation and information gathering, request intake, prioritization and resourcing, development and review, progress tracking, approval, and reporting. This process can be adapted to different types of workflows, from creative brainstorming to project management. [1]
Microsoft Teams also offers a selection of pre-built workflows that can be customized to fit your needs. To access these workflows, navigate to the Workflows section in the Teams app and select one that interests you. Then,
Based on the web search results, I can suggest the following workflows that you can use in your AppSheet app:
Create custom steps: With AppSheet, you can create custom steps for your workflows. To do this, go to the app editor and click "Create custom step" [1]. From the drop-down list, select a step type, and configure the step as described in the following sections.
Actions: You can also use actions in AppSheet to create workflows. In the app editor, go to "Actions" and click the "+" sign in the top header of the Actions panel. You can select one of the suggestions or create a new action. AppSheet has made improvements to the actions feature [2].
AppSheet Slices and Workflows: AppSheet Slices and Workflows can be utilized to filter data and define automated behavior. This YouTube video demonstrates how to use them [3].
I hope this information helps you create workflows in your AppSheet app. Let me know if you need further assistance.
I'm sorry, but I do not have any information about the data structure you are referring to. However, regarding your question about identifying workflows for a given data structure, it depends on the specific processes or tasks that you want to automate or optimize. You can create a workflow diagram or a process map to visually represent the steps and actions involved in your desired process. Workflow diagrams can be read by identifying the diagram title, symbol key, and component ID numbers, and following the logical sequence indicated by the arrows [1]. Process mapping is a technique used to visually map out workflows and processes, which involves creating a process map, also referred to as a flowchart or workflow diagram, to communicate how a process works in a concise and straightforward way [2]. Workflow mapping uses symbols like squares, ovals, and arrows to depict steps and actions, and has a formal notation method called business process modeling notation (BPMN) that correlates specific shapes with actions [3].
The data structure you provided earlier seems to include information related to an Investment Committee's activities and management. It consists of various fields related to the Investment Committee Members, Investment Policies and Guidelines, Investment and Reinvestment of Assets, Funds Management, Reports and Discussions, Capital Expenditures, Property Acquisition or Lease, IT Expenses, and Procurement/Purchasing.
In terms of workflows that would make sense when looking at this data structure, it could be helpful to consider using process mapping or workflow diagrams to visually map out the various processes involved in managing investments and assets [2].
One possible way to approach this could be to create a flowchart or process map that outlines the various steps involved in managing the investment committee, including how the committee makes decisions and approves various expenses or investments. It may also be useful to consider using a formal notation method, such as business process modeling notation, to clearly define the specific actions and symbols used in the process map [1].
Additionally, it may be helpful to define an investment policy that provides guidelines for fulfilling the committee's fiduciary duties, as suggested by the Department of Labor under the Employee Retirement Income Security Act of 1974 (ERISA) [3]. Overall, effective workflows for managing the investment committee's activities would likely involve a combination of clearly defined processes, formal notation methods, and adherence to relevant regulations and policies.
Based on the data structure provided, it is not immediately clear what workflows or actions are required. However, workflow mapping can be used to create a visual representation of the processes needed to achieve a specific outcome [2]. To create an effective workflow, one can follow a seven-step process which is broken down into three phases: planning, execution, and review [1]. When mapping out the workflow, components can be represented using symbols such as arrows, circles, rectangles, ovals, and diamonds [3]. The specific workflow or actions required for the given data structure will depend on the goals and objectives of the organization or individual managing the Investment Committee.
Based on the data structure you provided, here are some potential actions you could add to your AppSheet:
Investment Committee Member Management: Allow users to add, edit, or delete investment committee members' contact information, position, and other details.
Investment Policy and Guidelines Management: Allow users to add, edit, or delete investment policies and guidelines details, such as description, approval status, date approved, and review date.
Asset Management: Allow users to add, edit, or delete asset details such as name, type, date acquired, cost, current value, ROI, investment status, and other related information.
Fund Management: Allow users to add, edit, or delete fund details, such as fund name, type, date established, fund manager, fund size, investment objective, performance report, and related information.
Meeting Management: Allow users to create and manage meeting details, such as meeting date, agenda items, discussion points, and action items.
Capital Expenditure Management: Allow users to add, edit, or delete capital expenditure details, such as project name, description, budgeted amount, actual amount, date approved, and approval status.
Property Acquisition or Lease Management: Allow users to add, edit, or delete property acquisition or lease details, such as property name, description, location, date acquired/leased, cost, and approval status.
IT Expense Management: Allow users to add, edit, or delete IT expense details, such as expense name, description, budgeted amount, actual amount, date approved, and approval status.
Procurement/Purchasing Management: Allow users to add, edit, or delete procurement/purchasing details, such as purchase order number, vendor name, item description, quantity, unit price, total price, date ordered, and approval status.
These are just some potential actions that can be added to your AppSheet based on the data structure you provided. You can also explore other possible actions that are relevant to your specific needs and goals.
Yes, I can help you identify the fields that could be references in other tables based on the data structure you provided.
Here are the fields that could be references in other tables:
- For the "Investment and Reinvestment of Assets" table:
- Asset Type could be a reference to a "Asset Types" table.
- Investment Status could be a reference to an "Investment Statuses" table.
- For the "Funds Management" table:
- Fund Type could be a reference to a "Fund Types" table.
- Fund Manager could be a reference to a "Fund Managers" table.
- Investment Objective could be a reference to an "Investment Objectives" table.
- For the "Reports and Discussions" table:
- Meeting Date could be a reference to a "Meeting Dates" table.
- For the "Capital Expenditures" table:
- Approval Status could be a reference to an "Approval Statuses" table.
- For the "Property Acquisition or Lease" table:
- Approval Status could be a reference to an "Approval Statuses" table.
- For the "IT Expenses" table:
- Approval Status could be a reference to an "Approval Statuses" table.
- For the "Procurement/Purchasing" table:
- Vendor Name could be a reference to a "Vendors" table.
Note that these are just suggestions based on the fields you provided in the data structure, and it ultimately depends on the specific needs of your application.
Yes, there are a few sequence-related actions that you could consider adding to your AppSheet application based on the data structure you provided:
Approval Status: For some of the tables, such as "Investment Policies and Guidelines" and "Capital Expenditures", you could add an "Approval Status" field, which could be set to "Pending", "Approved", or "Rejected". This would allow users to see the status of various items and could trigger notifications or workflows based on the status change.
Date Approved: In addition to an approval status field, you could also add a "Date Approved" field to some of the tables, such as "Investment Policies and Guidelines", "Capital Expenditures", and "Property Acquisition or Lease". This would allow users to see when items were approved and could be used to trigger workflows or notifications.
Meeting Date: For the "Reports and Discussions" table, you could add a "Meeting Date" field, which would allow users to track when meetings occurred. This could be used to set reminders for future meetings, or to filter and sort the table based on meeting dates.
Review Date: For the "Investment Policies and Guidelines" table, you could add a "Review Date" field, which would allow users to track when the policies and guidelines need to be reviewed. This could be used to trigger workflows or notifications when the review date is approaching.
Date Acquired: For the "Investment and Reinvestment of Assets" and "Property Acquisition or Lease" tables, you could add a "Date Acquired" field, which would allow users to track when assets or properties were acquired. This could be used to calculate the age of the asset or property, and to filter and sort the table based on acquisition dates.
Based on the data structure provided, there are several trigger workflows or notifications that can be implemented in the AppSheet app. Here are some examples:
Approval workflow: If the Approval Status field in the Capital Expenditures or Property Acquisition or Lease table is set to "Pending", an approval workflow can be triggered, where the responsible person is notified and prompted to approve or reject the request.
Task assignment: When a new Meeting is created in the Reports and Discussions table, a task can be automatically assigned to the meeting organizer or chairperson to set the agenda items, discussion points, and action items.
Reminder notifications: If the Review Date field in the Investment Policies and Guidelines table is approaching, a notification can be sent to the investment committee members as a reminder to review and update the policies.
Budget tracking: If the Actual Amount field in the Capital Expenditures, IT Expenses, or Procurement/Purchasing table exceeds the Budgeted Amount, a notification can be sent to the responsible person or the financial department to take corrective actions.
These are just a few examples of the trigger workflows or notifications that can be implemented in the AppSheet app based on the provided data structure. The specific workflows and notifications will depend on the business processes and requirements of the organization.
Sure! Here are a few more examples of trigger workflows and notifications that could be implemented with the data structure you provided:
Investment Policy Review Reminder: Set up a notification to be sent to the Investment Committee members when the Investment Policy and Guidelines review date is approaching. This could be set up to send reminders at specified intervals, such as one month, one week, and one day before the review date.
Fund Performance Alert: Set up a trigger to send an alert to the Investment Committee members if the return on investment for a particular fund drops below a certain threshold. This could be set up to trigger daily or weekly, depending on the level of urgency.
Capital Expenditure Approval Workflow: Set up a workflow to route new capital expenditure requests to the appropriate members of the Investment Committee for approval. This could involve multiple levels of approval, depending on the size and scope of the project.
Vendor Payment Notification: Set up a notification to be sent to the appropriate members of the Investment Committee when a new vendor payment is initiated. This could be set up to trigger when a new purchase order is approved, for example.
Meeting Reminder: Set up a reminder to be sent to all Investment Committee members a day or two before each scheduled meeting. This could include a link to the meeting agenda and any relevant documents or reports that will be discussed.
These are just a few examples, but there are many other workflows and notifications that could be implemented depending on your specific needs and goals.
Sure, here are some more possible trigger workflows and notifications:
- Reminder notifications for upcoming meeting dates or deadlines for approval/review status
- Approval notifications triggered by a change in the approval status field
- Notification to procurement team when an order is approved and ready to be processed
- Notification to the project manager when capital expenditures exceed a certain threshold
- Notification to the investment committee members when a fund's performance report is ready for review
- Notification to the finance team when IT expenses exceed a certain budgeted amount
- Trigger to automatically calculate the ROI for each asset whenever the current value field is updated
- Notification to the property manager when the lease on a property is nearing its expiration date
- Trigger to automatically update the approval status field for a capital expenditure project once the actual amount field is filled in
- Notification to the investment committee members when a new investment opportunity that meets their investment objectives becomes available.
Based on the provided data structure, here are some dashboard ideas that might be useful:
Overview dashboard: This dashboard would provide a high-level view of the entire data structure, including the number of investment committees, funds, assets, and properties. It could also include summary information such as total investments, ROI, and expenses.
Committee performance dashboard: This dashboard would provide detailed information on the performance of each investment committee, including their investment policies, asset allocation, and ROI. It could also include comparisons to industry benchmarks and other committees.
Asset management dashboard: This dashboard would provide detailed information on the performance of individual assets, including their acquisition date, cost, current value, and ROI. It could also include information on asset types, locations, and investment statuses.
Funds management dashboard: This dashboard would provide detailed information on the performance of individual funds, including their investment objectives, fund managers, and performance reports. It could also include information on fund types, sizes, and investment statuses.
Expenses dashboard: This dashboard would provide detailed information on expenses, including IT expenses, procurement/purchasing expenses, and capital expenditures. It could include charts and graphs to visualize expense trends over time and highlight areas of concern.
Compliance dashboard: This dashboard would provide information on compliance with regulatory requirements and internal policies, including the status of investment policy reviews, approvals, and audits. It could also include notifications for upcoming reviews or deadlines.
Alerts dashboard: This dashboard would provide alerts for important events, such as new investments, changes to investment policies, or overdue approvals. It could also include notifications for changes in asset values or unexpected expenses.
These are just a few examples, but hopefully, they provide some inspiration for useful dashboards based on the provided data structure.
You're welcome! I'm glad that I could be of help. If you have any more questions or need any further assistance, feel free to ask.
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