Pine Valley Furniture’s customer tracking system project is now ready to move into the systems design phase. You are excited because this phase involves designing the new system’s forms, reports, and databases. During this morning’s meeting with Jim Woo, he asked you to design several forms and reports for the new customer tracking system. During the requirements determination phase, Jackie Judson requested that a customer profile be created for each customer. The customer profile is established when new customers place their first order. Customers will have the option of not completing a profile; however, to encourage customer participation, a 10 percent discount on the customer’s total order will be given to each customer who completes a profile. In the beginning, existing customers will also be given the opportunity to participate in the customer profiling process. Customer profile information will be collected via a customer profile form. Gracie Breshers, a marketing executive, has requested that the customer tracking system generate a “Products by Demographics” summary report. This summary report should identify PVF’s major furniture categories, such as business furniture, living room, dining room, home office, and kitchen. Within each furniture category, she would like the total sales by region and customer age reported. She has also requested that several detailed reports be prepared; these reports will associate customer demographics with specific furniture category items. Thi Hwang, a PVF sales executive, would like to know, in a customer purchasing frequency report, how many of PVF’s customers are repeat customers, in terms of percentages, and how often they make purchases. Additionally, he would like to have this information categorized by customer type. For each customer type, he would like to know the frequency of the purchases. For instance, does this type of customer place an order at least once a month, at least every six months, at least once a year, or longer than one year? To be considered a repeat customer, the customer must have made two separate purchases within a two-year period.
a. What data will the customer profile form need to collect? Using the guidelines presented, design the “Customer Profile Form.”
b. Using the guidelines presented, design the “Products by Demographics Summary Report.”
c. Using the guidelines presented, design the “Customer Purchasing Frequency Report.”