Pricing and Inventory Management System

This project's has two main goals. First, we would like to develop a 2022 a pricing system in Freshbooks which will enable our sales people to build quotes for each of our products. Currently we are calculating our product prices manually. This has led to many errors; both under and overpricing products. Second, we would like to improve our inventory and cost basis analysis by assigning inventory numbers to every product. This will improve our ability to produce an accurate inventory asset expense and income report for our year-end financial reports and help us plan inventory purchases for 2023. In order to accomplish our goals, all tasks for this project will involve enhancing and updating our product pricing spreadsheet for our three companies in Google Sheets or Excel. There are approximately 3,000 products which are organized by company, color, dimension, and features. Effectively the entire spreadsheet is formula based.The main tasks will include:Data input of new 2022 wholesale pricing into the master spreadsheet.Updating the formulas for each product. Each company, product and color has a different multiplier.Adding a product inventory number for every product on the master sheet. Product inventory numbers will be organized by color and dimension.Once master spreadsheet is completely updated; you will create two additional duplicate spreadsheets for our two subsidiaries and update the formula for both spreadsheets. Then each master spreadsheet will be imported into Freshbooks by company.You should focus on the detail:the wholesale and retail price are input accuratelyevery formula needs to produce the correct retail priceevery inventory product number needs to follow the correct color, product dimensionsThe final project will be tested by the following parameters:we will create quotes within FreshBooks and check if the new 2022 pricing is producing accurate quotes by product, color, dimension add on-featuresLater in the year, we will create a new project that will focus on the following financial analysis (this does not have to be done by the same intern)conduct a cost analysis of all the products we sold in the first three quarters of 2022.conduct and inventory analysis of all inventory sold in the first three quarters by product, color, dimension and features. The results of both reports will be used to make changes in our 2023 pricing and inventory purchases.

Workflow Automation Program with Zapier

This project's has two main goals. First, we would like to improve our work flow by reducing all tasks that involve typing and re-typing data that is used in different spreadsheets, bookkeeping and our CRM system. Second, we would like to reduce the errors made by automating typing tasks.In order to accomplish our goals, we would like to use Zapier, a Fill-able PDF software program to update our spreadsheets, bookkeeping an CRM System. we are open to using other automation programs.The main tasks will include:Create Zaps that will update our CRM System (to help with lead management for all three companies)Create Zaps that will update our bookkeeping, foundation, porcelain and production schedule (to help with production management)Create a fill-able PDF Lead Sheet for all three companies You should focus on the detail:Ensure that all zaps created are working properlyEnsure that the fill-able PDF lead sheets features can be used (Radio buttons, drop down menus)The final project will be tested by the following parameters:we will create lead sheets to test if all features workwe will test each zap created to ensure that the data is placed in the correct spreadsheet, CRM or bookkeeping program

New Media & Info Mgmt - Bridgeport: GMCS 546

We feel that Artista is an interesting company to feature. We believe we are the only manufacturer of monuments in Fairfield County, a craft long forgotten in Connecticut. Each one of our projects is unique to the individual commemorated. Every piece is interesting; and has its memorable moments and design challenges. We feel that students who choose us will have a job experience that will distinguish them other candidates because we take on projects that stand out and are memorable in the public's eye. In addition, Jim and I love working with students. I have 30 years in soft marketing and prospect management and have more than a decade of virtual and not for profit volunteer recruitment and training experience. Jim Bria has 40 years in the stone industry. We are looking for students who are passionate about the artwork and craftsmanship of stone monuments we fabricate, carve and restore. Our products are artwork to commemorate the recently deceased or a historic memorial of a significant individual from the community. Our industry is not for everyone. Students who are not comfortable walking in cemeteries or discussing the underlying death themes are products represent are not suitable for working with us. We would like the students to focus on creating an online video commercial that we can post on our website and social media platforms such as YP.com, Yelp and Youtube, as well as use during presentations to highlight our service and products. Also see deliverables below. We fabricate granite monuments, carve marble and granite sculptures, as well as restore monuments, mausoleums and war veteran memorials. Our market is Connecticut, Westchester County, Long Island and all the boroughs of NYC. We provide services to private clients, cemeteries, municipalities, funeral homes, historical societies and personal real estate property managers. Our products and services range from single markers to large scale restoration. Our most recent restoration project, the Guggenheim Mausoleum will be completed on Sept 1. DELIVERABLES Open to all kinds of collateral. Video in high demand. Need work on Instagram, Pinterest, Facebook. NOTES Local and will come in personally to meet students; available for phone conference