Herald Herald Banner Herald Slogan
Updated

A “Herald” was originally a messenger sent by monarchs or noblemen to convey messages or proclamations — in this sense being the predecessors of modern diplomats. Heralds have been employed by kings and large landowners, principally as messengers and ambassadors. Heralds were required to organise, announce and referee the contestants at a tournament.

Herald is an application that helps monitor an organisations project/sales pipeline and determines resources required when the opportunity is formalised into a project/sale.

Herald Version 2.0 has now been fully integrated with the Condotiero/Almogavar core systems. So, if Condotiero or Almogavar is installed, once an opportunity is sold to the client it adds the opportunity to your project queue as an idea, evaluate the idea (to determine project size, complexity and costs) to take the idea to the next stage and it initiates the project once it has been approved. It also receives and send Emails which can be linked to open opportunities.

So what does “Herald” do?

Main Screen

Herald manages the organisation’s consultant’s details records. These are the people dealing directly with potential clients. It manages the clients’ list. It tracks and record opportunities; it can record forecast resourcing needs and other costs. It can develop a timeline for the opportunities to forecast resourcing loads. It provides various reporting views of the pipeline.

Herald maintain your consultant’s details including their personal details, photo and email address. It stores any documents, like resumes as attachments.

It also displays a list of open opportunities that the consultant is responsible for and a graph showing their categories.

It can generate a consultants' address book and phone list.

Consultant Screen
Client Screen

Herald maintain your customers’ details including their personal details, email address and website.

It also displays a list of open opportunities that with this customer for and a graph showing their categories.

It can generate a customers' address book and phone list.

Herald allows for the recording of the project/sale opportunities; it records the customer and their contact person, your consultant, the opportunity category, the likelihood rating, how it was found, the probability and forecast revenue. A description and any other comments can also be recorded. A stage in the sales/pipeline process can also be recorded. It stores any documents, like project briefs as attachments.

It can can record details about the scope of the opportunity including objectives, success measures/metrics, scope including and exclusions, assumptions and dependencies. It can also can record resource requirements including the project role, main skill required and involvement (in days); the screen will then calculate a forecast cost. You can also record any non-labour costs required by the opportunity.

Herald generates an opportunity details report, as well as, exporting the details to an Excel spreadsheet.

Dashboard
Scheduling Screen

Herald can create Gantt charts, and therefore opportunity timelines, right there in the application. This facility will automatically add bars to the timeline for the resource requirements of any open opportunities. This bars can then be adjusted as to the start and duration.

Once the timeline has been completed, Herald will record the timeline information against each resourcing requirement; this information will then be used when resource forecasting.

The timeline can then be either printed or exported to a PDF.

Herald can then export these resourcing requirements to an Excel spreadsheet, which can be viewed within the application.

Schedule View Screen
Reports

Herald can produce various reports illustrating the pipeline. These include:

  • Forecast by Consultant Graph.
  • Forecast by Category Graph.
  • Total Forecast Pivot.
  • Open Opportunities by Category Graph.
  • All Open Opportunities.
  • Closed Opportunities.
  • Forecast by Consultant.
  • Overdue Opportunities.

NewHerald can assists the management of request and ideas for projects if you also have Condotiero or Almogavar installed. When an opportunity is sold, it can be added to the project queue as an idea or concept, it needs to be assessed as to whether it’s a project or a task or what type of project. This is performed by following the steps in this screen and answering all questions. The answers to the questions will determine whether the idea is a project or a task.

NewHerald will consider if the project is suitable for an Agile approach. Based on answers to some of the evaluation questions, an Agile approach may be suggested. If such an approach is selected, additional questions will be asked to determine a possible Agile approach.

Assessment screen
Proposal screen

NewOnce the assessment has been complete it's time to prepare the proposal document by:

  • Filling in the project information field on this screen;
  • Defining the next phase scope; and
  • Defining the next phase costs.

NewThen Herald can use the Proposal button to generate the Project Assessment Form. Once an idea has been approved, a project can be initiated.

NewHerald provides inbuilt Emailing facilities. Emails can be imported from your Email Server without the need for an Email client like Microsoft Outlook. These Emails can be linked to current open opportunities which are then stored within the database.

mail Read
Email Send

NewHerald can also send Emails through your Email Server without the need for an Email client like Microsoft Outlook. These Emails can be also be linked to current open opportunities which are then stored within the database.

Herald is available in 5, 10 and 20 user licenses; but we're happy to negotiate any other arrangement. Just contact us.