Provus Product Policies and Performance Guidelines

Overview

The Provus team is dedicated to providing an optimal user experience for all Provus Service Quoting solution users. To achieve this, Provus’s customer experience and product teams work closely with each customer, offering guidance on best practices to enhance the end-to-end opportunity-to-order experience for all users interacting with Provus.

Provus Service Quoting Scalability and Performance Baseline

This section provides details about Provus Services Quoting solution Scalability and Performance baseline.

Salesforce Execution and Governor Limits

Provus is entirely native to the Salesforce Force.com platform, leveraging a blend of platform capabilities such as Apex, SOQL, DML, Visualforce, and Lightning. Consequently, the Provus solution is subject to all Execution Governors and Limits imposed on the Salesforce platform, which may evolve with each Salesforce release.

The link specified below provides a quick reference guide for the Execution Governors and Limits:
Salesforce Developer Limits and Allocations Quick Reference

Provus solution uses a combination of following approaches for transaction processing to provide the optimal user experience for Provus users.

  • Frontend transaction processing
  • Apex Server side synchronous operations
  • Apex Server side asynchronous and batch processing of transactions

Transactions Response times

This section outlines the transaction response time for Provus transactions. However, as Provus Services Quoting is a 100% native Salesforce application, the response times are also impacted by Salesforce infrastructure and related aspects. These factors include:

  • Resources allocated to sandbox or production orgs
  • Caching behavior of Salesforce orgs (first transaction of the day may take longer)

Provus Services Quoting Transaction

  • Provus Services Quote
    • Provides estimation, pricing, and quoting information for one or multiple services
    • Estimation includes Scope, Work Breakdown Structure, Effort, Resources, and Schedule
    • Pricing includes discounts and markups applied at the overall quote, quote resource item, or resource period level.
    • A quote item generally represents a unique resource item for a given combination service and project activity group (also sometimes referred to as project methodology phase).
    • Time period in quote schedule represent the weekly, monthly, or quarterly time periods in which resource effort is allocated for a given resource item to determine overall schedule for a project
    • Quote section represents Service or Activity Group (project methodology phase) within a service. 

Provus Scalability and Performance Baseline

  • Scalability Limits
    • Quote Resource Items: A Provus quote can support up to 500 resource line items in a given quote.
    • Time periods in quote: A Provus quote can support a maximum of 100 time periods in a given quote schedule.
    • Resource Time Period Combination in a Quote: A Provus quote can support up to 10,000 resource item and time period combinations in a given quote
    • Services in a Quote: A Provus quote can support up to 20 services in a given quote given other related constraints for a quote mentioned in this section.
    • Quote sections in a Quote:  A Provus Quote can support up to 50 sections within a quote.
    • WBS Tasks for a Service: A Provus quote service can support a maximum of 250 tasks per service.
    • Task Resource Combination for a Service: A Provus quote service can support a maximum of 1000 task resources combinations per service.
  • Response Times
  • In general, most of the quote synchronous transactions and user action respond within 30 seconds given the above stated scalability limits for a quote.
    • Pricing: Provus uses frontend processing for quote pricing, and accordingly most of the price adjustments are completed in less than 5 seconds for a given quote.
    • WBS and Estimate Changes:  Changes to WBS structure including tasks, resources, effort, effort allocations impacts the overall project, pricing, and quoting. These changes are generally completed within 30 seconds with a processing message such as “Sync in progress. Please wait”.
    • Async actions: Clone, Scenario creation, Saving quote as a template, and creating quote from a template are deep cloning functions performed asynchronously and generally completed within 30 seconds.
  • Provus Estimate Templates
    • Provus Estimate Template provides a reusable template for estimating one or multiple services. 
    • Estimation includes Scope, Work Breakdown Structure, Effort, Resources, and Schedule.
    • Work Breakdown structure includes Activity Groups, Activities, Tasks, Task resources, task effort formula definitions.
    • All the services selected from an Estimate template in a given transaction will create a single Provus Services Quote.
  • Scalability Limits
    • Services in an Estimate Template: A Provus Estimate Template can support up to 20 services in a given template while keeping other related constraints for a template mentioned in this section.
    • WBS Tasks for a Service: A Provus template service can support a maximum of 250 tasks per service
    • Task Resource Combination for a Service: A Provus quote service can support a maximum of 1000 task resources combination per service.
    • Task effort formula: A Provus template task formula can support up to 250 characters in the formula definition. 
  • Response Times
  • The primary transaction related to Estimate Template is creating a quote for one or multiple services. Depending on the overall size of the Estimate Template, the quote creation can be synchronous or asynchronous operation. Generally, most quote creation from the Estimate template is completed within 30 seconds (when performed synchronously).
  • Customer Opportunity / Deal
    • A Customer facing deal can involve a large number of services from one or multiple business units. 
    • Customer facing deals can be structured as CRM Opportunity or Provus Quote of Quotes. 
    • Customer facing Opportunity / deal can be linked to one or multiple Provus Service quotes. For example, a given customer deal or opportunity can have separate Provus Service quotes for each service category or business unit.
  • Scalability Limits
    • Services in a customer deal: Provus customer deals can support any number of services, within the limitation of a Provus services quote and estimate template.
    • Provus Services Quotes in deal: Any number of Provus services quotes can be linked to a given customer deal.
  • Response Times
    • Quote creation for a customer deal: The Provus Guided quote creation wizard can create one or multiple quotes that can get linked to the deal. Using Guided wizard, quotes are generally created within 30 seconds (If Estimate Template to Estimate Conversion is synchronous).

Provus Services Quoting Transaction

  • Provus Services Quote
    • Provides estimation, pricing, and quoting information for one or multiple services
    • Estimation includes Scope, Work Breakdown Structure, Effort, Resources, and Schedule
    • Pricing includes discounts and markups applied at the overall quote, quote resource item, or resource period level.
    • A quote item generally represents a unique resource item for a given combination service and project activity group (also sometimes referred to as project methodology phase).
    • Time period in quote schedule represent the weekly, monthly, or quarterly time periods in which resource effort is allocated for a given resource item to determine overall schedule for a project
    • Quote section represents Service or Activity Group (project methodology phase) within a service. 
  • Provus Estimate Templates
    • Provus Estimate Template provides a reusable template for estimating one or multiple services. 
    • Estimation includes Scope, Work Breakdown Structure, Effort, Resources, and Schedule.
    • Work Breakdown structure includes Activity Groups, Activities, Tasks, Task resources, task effort formula definitions.
    • All the services selected from an Estimate template in a given transaction will create a single Provus Services Quote.
  • Customer Opportunity / Deal
    • A Customer facing deal can involve a large number of services from one or multiple business units. 
    • Customer facing deals can be structured as CRM Opportunity or Provus Quote of Quotes. 
    • Customer facing Opportunity / deal can be linked to one or multiple Provus Service quotes. For example, a given customer deal or opportunity can have separate Provus Service quotes for each service category or business unit.

Provus Scalability and Performance Baseline

  • Scalability Limits
    • Quote Resource Items: A Provus quote can support up to 500 resource line items in a given quote.
    • Time periods in quote: A Provus quote can support a maximum of 100 time periods in a given quote schedule.
    • Resource Time Period Combination in a Quote: A Provus quote can support up to 10,000 resource item and time period combinations in a given quote
    • Services in a Quote: A Provus quote can support up to 20 services in a given quote given other related constraints for a quote mentioned in this section.
    • Quote sections in a Quote:  A Provus Quote can support up to 50 sections within a quote.
    • WBS Tasks for a Service: A Provus quote service can support a maximum of 250 tasks per service.
    • Task Resource Combination for a Service: A Provus quote service can support a maximum of 1000 task resources combinations per service.
  • Response Times
  • In general, most of the quote synchronous transactions and user action respond within 30 seconds given the above stated scalability limits for a quote.
    • Pricing: Provus uses frontend processing for quote pricing, and accordingly most of the price adjustments are completed in less than 5 seconds for a given quote.
    • WBS and Estimate Changes:  Changes to WBS structure including tasks, resources, effort, effort allocations impacts the overall project, pricing, and quoting. These changes are generally completed within 30 seconds with a processing message such as “Sync in progress. Please wait”.
    • Async actions: Clone, Scenario creation, Saving quote as a template, and creating quote from a template are deep cloning functions performed asynchronously and generally completed within 30 seconds.
  • Scalability Limits
    • Services in an Estimate Template: A Provus Estimate Template can support up to 20 services in a given template while keeping other related constraints for a template mentioned in this section.
    • WBS Tasks for a Service: A Provus template service can support a maximum of 250 tasks per service
    • Task Resource Combination for a Service: A Provus quote service can support a maximum of 1000 task resources combination per service.
    • Task effort formula: A Provus template task formula can support up to 250 characters in the formula definition. 
  • Response Times
  • The primary transaction related to Estimate Template is creating a quote for one or multiple services. Depending on the overall size of the Estimate Template, the quote creation can be synchronous or asynchronous operation. Generally, most quote creation from the Estimate template is completed within 30 seconds (when performed synchronously).
  • Scalability Limits
    • Services in a customer deal: Provus customer deals can support any number of services, within the limitation of a Provus services quote and estimate template.
    • Provus Services Quotes in deal: Any number of Provus services quotes can be linked to a given customer deal.
  • Response Times
    • Quote creation for a customer deal: The Provus Guided quote creation wizard can create one or multiple quotes that can get linked to the deal. Using Guided wizard, quotes are generally created within 30 seconds (If Estimate Template to Estimate Conversion is synchronous).

Provus Document Generation Limits

Provus provides a partner solution for document generation from a Salesforce ISV partner S-Docs.

Document generation limits are governed by S-Doc Limitations as specified below:
S-Docs Limitations – S-Docs for Salesforce (sdocs.com)

Capabilities Not Supported currently in Provus Quoting Solution

Provus does not support the following capabilities:

Graphical Gantt Charts

  • Graphical Gantt Chart Diagrams on Application
  • Graphical Gantt Chart Diagrams in Output Documents

Excel Upload

  • Excel for initial upload for master data e.g. rate card items supported
  • Excel upload not supported for quote creation / modification

Push Upgrades and Related Patch Support Policy

The Provus Push Upgrades and Related Patch Support Policy is as follows:

Push upgrades

  • Customer environment are push upgraded with latest product releases

Patch support on latest release

  • Production patches are supported on latest product releases

Impact of Salesforce Releases on Patch Timelines

  • During Salesforce product release cycles, sandbox and production environments may be out of sync with latest Salesforce platform releases. Accordingly, patch and feature release schedule from Provus may get impacted during Salesforce release cycles.