Requirements Checklist for Output, Input, Process, Performance, and Control.
Based on the fact-finding conducted earlier, below is a requirements checklist for Personal Trainer’s ERP system.
Output:
• Membership verification must include specifics such as membership details, fees, and attendance (i.e., date and time-of-day timestamp).
• Sales tracking must include method of payment (i.e., cash or credit card) as well as any applied discounts.
• Purchase system must include supplier information, costs, purchase dates, and what specific pieces equipment were purchased.
• Website reports must include visitor metrics, quality checks requiring information is current, and help-request metrics.
• The inventory system must give simplified, automated, and comprehensive financial reports.
Input:
• Input form must have name, join date, duration of membership, and specific membership package.
• Schedule management system should provide text and/or email reminders for upcoming classes.
• ID card check-in must integrate with online records simultaneously.
• Automatic scheduling will deter staff from member-scheduling usage errors.
Process:
• Fitness center administration software will automate membership fee collection.
• Billing will record membership package sales, total number of active memberships, and the sale of specific items.
• Payroll will include employee salaries.
• Text and email reminder system will be automated.
Performance:
• Delinquent and outdated membership payment must be identified within 24 hours.
• Online registration must be available 24/7.
Control:
• System Admin must be verified via ID/password.
• Members need to have control of workouts and durations.
• Member and staff attendance must be tracked.
The Importance of TCO specifically with Personal Trainer
Susan must explain that TCO measures both direct as well as indirect costs. Most importantly, however, is that TCO enables continuous cost reduction, better management of investments, and a cohesive direction for a better-managed IT system.
Regarding direct costs specifically, licensing, hardware, software, and administrative costs can all be appropriated better. It does this through having a more comprehensive understanding of vendor maintenance and contracting costs by leveraging the total cost of implementation over the expected life of the hardware.
Additionally, less visible costs such as advertising, training, rent, and miscellaneous expenses (e.g., electricity, repairs, and office supplies) can be quantified and accumulated in a single view, which will enable the opportunity to examine and reduce unnecessary costs.
Personal Trainer 