/////////////////////////////////////////////////// meeting with Brandon and Shannon to brainstorm on ideas for assisted living. Assisted Living Center - Management Group Try with 1 location... could be 15 to 20 ish Currently, they have a very complex spreadsheet model that shows a current snapshot in time. No historical records They want to keep it super simple and minimal with zero fluff Rooms - use locations - all main rooms plus extra rooms Residents - use customers - custom flex grid fields to hold special info Flex grid to tie together - residents to rooms - resident to elements of time - expenses to residnets or rooms - custom field where needed parts or items - services and/or room rates - certain types of rooms, laundry, food, other services, etc. - use items on the invoices to create a price/cost model or representation invoices could hold residents and rooms plus what services and prices (revenue) - setup reoccurring - if changes, create new reoccurring - moves out or dies - disable the reoccurring expenses per room (location) expense per room and even split things (auto feature to split shared expenses) mini p&l per room/resident eot - start and end time of when they were in a specific room - gather all invoices and expenses (mini p&l per room/resident) - we could track availablility or vacancy using elements of time - custom report - similar to the Beaver Mountian (ski area) horizontal time view quote to track potential new move ins ///////////////////////////////////////////// - super simple screens to capture the info - new move in - grab customer info, room number, services, create invoice, reoccurring, element of time, new customer, and any flex grid data - all from one screen. - move out - fill in what it would do - flipping switches and closing elements of time - waiting list - fill in - death/passing on - fill in - reports - billing - expenses //////////////////////////////////////////// thoughts by shannnon - question on how many rooms... say it was 300+ that would be a ton - parts could be rooms and services - possible blend - this could simplify things on one end... but it may not go deep enough - on locations... we could change the drop-downs into an open entry system - there are a number of places that we would need to slightly modify to help it look better (not a huge drop-down list or tons of checkboxes) - on the tech side, we may also have to do a reverse look-up and use a room number and find it's id //////////////////////////////////////////// other questions... - what is being used - what is avaiable - reporting and usage - how do we flag rooms - what pieces and/or switches help control the state and status of the different pieces (this is a big key piece) - show the connections and how the one-to-many relationships work - history for rooms and residents (both angles and what are they connected to) - maybe some small mini mock-ups (wire frames or screen mock-ups) - what are the pain points? - do they want a mini p&l per room/resident or do they just want to track their residents - Dave may have some other ideas... reach out to him - what are their specific needs and pain points - price points - between 1 and 50 rooms = x dollars, between 51 and 100 rooms = y dollars, etc. - going from tons of spreadsheet to database... what does that take and what can they gain from it - what about paperwork and keeping track of certain things - digital filing (uploading files and media/content) - work through a couple scenarios and how things would potentialy flow /////////////////////////////////////////////////////// on 11/15/18 - meeting between Dave, Steve, and Brandon - we will end up needing some really in-depth reporting - we will need some reporting that the banks want to know - eventually, we will need everything else... - transportation, mileage (even per resident) - remember GPS, phones, other tracking options... - food - meds - professional services - extras (laundry, room service, etc.) - employees, nurses, theropists (spelling), admin, maintenance, etc. - there was some ideas on GPS for employees - tons of documentation - files uploaded, etc. - So, we know that they have appartment rooms and/or a number of locations and/or suites and/or studios. - We could use real locations and just rename it - already tied to income statement, deposits, invoices, elements of time, stock/units, etc. - you could auto split bills and expenses - lots of the reports are filtered by location - we could build out an add location (rooms for rent) in bulk. that would speed things up - we may also need some kind of a flag to help us know which rooms are rentable (a certain pool of options) - we could use stock units and virtually have each room be a stock/unit (generic) - There are some set standards for room sizes and how many occupants could be in each space - sizes, outlets, window sizes and heights, etc. - We could use items and bill out the rooms - these already report on availablility - we could use elements of time - the sky is the limit... we could really tweak this out - these could be married to lots of other pieces, including locations, customers, invoices, expenses, etc. - Dave has a master vision for what we could offer through the adilas platform. - ecommerce - - mini mock-up websites - mini blogs, resident updates, living family history - family members could login, check things (that we allow), upload things, request things, communicate, keep up to date - Steve has a base level to start from... he has done some stuff for campgrounds (login stuff - havefun rocain 78910) - we could also talk with Will (adilas developer) - Training and creating a culture - Alerts (watchers, feeders, triggers) - milestones, rules and regulations, notifications, etc. - We have a deep enough tool to virtually capture almost all of the data that they need - Some of the Excel (google sheets - spreadsheets) files had a lot of details on them... we could break things into smaller, more specific dashboards, and/or reports or pages. - on showing the appartments in a horizontal time view... - use a rolling 12 month look back - maybe even show visists per day or activities per day or an administrator visit - showing residents and when the meds were given - Dave could help make a plan and then present it and/or show us what he is thinking - Random need... some rooms will be billed per month and some (like medicade patients) need to be billed by day. We could use elements of time to help keep track of that and what is billable and what is not. - Dave - we may to multi build out the pieces... what this means is one button gets clicked and behind the scene, it ties out to customers, invoices, locations, elements of time, flex grid, whatever... multi and/or combo concepts - employee time clocks - payroll - employee time clocks per location and/or per resident (elements of time) - interfaces (these are just ideas... we may need to mix and blend and/or stack as needed) - admin - investor - family & friends - resident interface (the actual residents) - nurses, doctors, & other professionals - activity & clubs - maintenance - transportation - cafeteria & food services - front desk & scheduling - gift shop - volunteer - physical fitness & theorpy - hospist (spelling) - events - special programs - other - culture (just being silly) - HR department - Accounting & finances - Steve and Dave could help sell this together - this could be awesome - There may be other options for funding, fundraising, investments, etc.