Anatomy of a Blueprint
1Stop has established standardized processes for all major aspects of a specialty remodeling business through an innovative technology called a 'Blueprint.' Blueprints are located at the top of most records and serve as the central hub for managing various organizational procedures. Think of Blueprints as digital representations of a business process. They guide you through each step and ensure that all required information is completed before allowing you to proceed. Using a Blueprint is as simple as clicking the blue 'Transition' buttons and following the provided instructions. Below is an example of a Blueprint for a Opportunity Record. Keep in mind that each Blueprint differs based on the specific module you're working in and the process it relates to.
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Advantages of Blueprints
- Ready-made processes created for specialty remodelers.
- Everyone follows the same procedure, every time.
- Reduces human error.
- Enforces best practices across your team.
- Makes training faster and easier.
- Enables powerful, accurate reporting.
- Blueprints can be customized if your company has specific requirements that differ from the default Blueprint. For more details, contact your administrator.
States and Transitions
States and Transitions are the backbone of a Blueprint.
- A State is the stage that a record is in at a specific time. For example, a Contact goes through different States (e.g., New Incoming, Attempted to Set, Meeting Set, Quote-in-Progress) as it moves through the scheduling and sales process.
- A Transition (blue buttons) prompts users to complete required information before moving the to the next State. For example, specific fields are required when gathering demo information before an Opportunity can move to the Demo Set state.
- Clicking the View Configured Actions link in top right of a Blueprint will display a preview of the States following each Transition:
How Blueprints Work
Blueprints are designed to be user-friendly. The example below is representative of how Blueprints works across every part of your business. As users click the appropriate transition button, they are prompted to add necessary details, and the record then auto-moves to the next appropriate State.
1. User clicks whichever Transition button is relevant to the action they are taking.
2. Pop-up boxes then guide the user, prompting them for the required information, ensuring accuracy:
3. After completing all of the necessary information, the Blueprint will auto-move the record to the next State, and display the applicable Transitions associated with it. The process continues until the record reaches whatever it's end State may be.
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