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  • Writer's pictureAmi Tharayil


RCOR was hired by a company's marketing team to develop a single program to plan and track their advertising and marketing strategy. The team was previously using Excel to record expenditures by project, a separate calendar to highlight events, and keeping track of team members in an unorganized manner. They wanted a single Excel spreadsheet that everyone could update, refer to, and use to generate reports. RCOR discussed with the client the information they needed to collect for each advertising campaign, including standard details like dates and budgets, as well as custom fields like "Segment" and "Activity Type." They planned to create a simple pop-up form in which users could view and edit all this information for all their marketing activities, and they would use code to transfer the data from the form to a database. With a single database for all events, they could use it to populate a weekly calendar, color-coding activities within a list of segments. The user could interact with this calendar to add or edit events, and RCOR could generate financial and activity reports using pivot tables on the underlying data. This approach would be efficient and flexible, allowing for quick creation of custom reports in the future.

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