Blog - Yehuda Tiram

WordPress Plugin for Process-Driven Project Management

This plugin provides a robust system for managing projects within WordPress, specifically designed for workflows characterized by multiple interdependent stages and distinct roles. While initially developed and demonstrated for the complex requirements of solar energy system installations (including lead management, licensing, and manufacturing processes), its core architecture supports controlled progression through defined project phases, making it highly adaptable for various industries requiring structured project execution.

Purpose & Addressed Challenges

The plugin addresses the challenges inherent in multi-stage projects where progression is contingent upon the completion of prior tasks. It standardizes workflows, ensuring that project teams adhere to a defined sequence of activities and that appropriate personnel are involved at each step. This system reduces errors, improves oversight, and streamlines complex project lifecycles.

Intended Users

This plugin is designed for organizations and administrators who manage projects with distinct phases, interdependent tasks, and require role-based access control. It is particularly relevant for businesses involved in complex installations, construction, manufacturing, or any service delivery that follows a structured, sequential process.

Key Functionalities

Comprehensive Project Lifecycle Management: The system facilitates the management of leads, core project stages (from initial assessment to handover), licensing processes (e.g., from PV request to grid connection), and manufacturing stages (from quotation to delivery).
Role-Based User Access:
- Agents: Granted permissions for lead entry and management.
- Project Managers: Manage projects specifically assigned to them.
- System Administrators: Possess full system permissions across all operations.
- Clients: Represent the project’s subject entity within the system and have no direct system permissions.
Interdependent Phase & Task Progression:
- Projects are structured into primary phases, such as: Lead Acquisition & Agreement Signing, Core Project Management, System Licensing Management, Manufacturing, and Installation.
- Progression from one phase to the next is strictly contingent on the completion of all preceding tasks within the current or prior phases.
- Within each phase, individual tasks also exhibit dependencies, requiring completion in a defined sequence (e.g., meeting with a client before an agreement can be signed).
Managerial Oversight: System administrators and project managers maintain control over all project processes and stages, ensuring adherence to defined workflows.
Agent & Commission Management: Provides a dedicated interface for agents to add and manage leads. The system also tracks calculated commission data for agents, with the flexibility to adjust calculations based on company policy. Administrators can reset commission payments upon actual payment.
Project & Licensing Manager Assignment: System administrators can assign specific project managers to individual projects and to associated licensing processes. While different managers can be assigned to these interdependent processes, their activities remain linked within the system.
Detailed Project & Licensing Tracking: Project managers mark the completion of each step. The system enforces dependencies, ensuring, for instance, that “plans” can only be marked after “roof measurement” is completed, and subsequent steps like “delivery coordination” become available only after “plans” are marked. Progression in project management is not possible without the completion of PV-related tasks.
Manufacturing Process Tracking: A dedicated screen within the system outlines the interdependent stages of the manufacturing process, allowing for detailed tracking from initial quote to final shipment.

Operational Workflow (Example: Solar Installation)

An agent initiates the process by entering a new lead. Once the client agreement is signed, the project progresses to its core management phases. A system administrator assigns a project manager to oversee the project and its associated licensing. The project manager then systematically marks off interdependent tasks (e.g., roof measurement, plan development, PV handling, delivery coordination). The system ensures that no step can be marked complete or initiated before its prerequisites are met. Simultaneously, the manufacturing and licensing processes are tracked in their own interdependent stages.

To explore how this plugin’s functionalities can be tailored for your unique operational requirements, please reach out to us.

Configuration Options

The plugin’s configuration options are managed through the WordPress backend, providing administrators control over system settings, user roles, and the definition of project phases and their dependencies.

Unique Design Considerations

This plugin’s design focuses on providing a controlled and structured project management environment crucial for organizations handling complex, multi-stage projects. Its emphasis on interdependent workflows and role-based progression makes it highly suitable for industries where task sequencing and accountability are paramount. While developed with solar installation projects in mind, its adaptable framework for managing leads, distinct project phases, licensing, and manufacturing processes means it can be tailored to similar complex, process-driven operations in various other sectors. It prioritizes clarity in process execution and oversight.

For Organizations & Businesses:

Should your organization or business require a tailored solution with specific operational requirements, this plugin is fully customizable and can be adapted to your unique needs. We are available to discuss how this plugin’s framework can be modified or extended to meet your precise specifications.

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For Website Builders, Designers, and Digital Agencies:

Website builders, designers, and digital agencies seeking robust, customizable solutions to offer their clients are invited to explore the adaptability of this plugin. We are available to discuss how its proven framework can be tailored and deployed to fulfill the specific operational needs of your client projects, particularly those involving complex, phased operations or niche industry requirements.

Additionally, we are open to engaging in custom development projects to address any unique client needs that extend beyond the scope of this specific plugin.

ATR Event-WC Integration

ATR Event-WC Integration: Connecting The Events Calendar with WooCommerce for Managed Registrations

ATR Event-WC Integration establishes a direct connection between The Events Calendar plugin and WooCommerce. This enables the administration of events and the creation of corresponding purchasable tickets directly within a WordPress environment. The plugin is specifically designed to support organizations, such as a Pensioner Association, that require a highly simplified process for both event administration and member purchasing or registration.

Purpose & Addressed Challenges

This plugin addresses the challenge of managing event-related product creation and sales separately within WooCommerce. It allows administrators to centralize their event management in The Events Calendar, eliminating the need to directly configure WooCommerce products for each event. This approach prioritizes a very simple editing process for administrators and a straightforward purchase experience for website users, accommodating diverse organizational activities.

Intended Users

This plugin is primarily intended for website administrators and event managers within organizations that require simplified online registration and payment processes. It is particularly suited for groups that manage various types of activities, including:

Trips
Cultural events
Celebratory toasts (e.g., New Year’s Eve gatherings)
Annual membership registrations or payments (utilized as an event type for processing member fees)

This design addresses common constraints found in many types of organizations requiring a unified and easy-to-use system.

Key Functionalities

Unified Event & Ticket Creation: Events are created within The Events Calendar interface. From the same event edit page, administrators can define associated ticket products by specifying the price per additional participant, and setting limits for both additional and total participants.
Taxonomy Mirroring: The plugin establishes a mirroring mechanism between event categories in The Events Calendar and product categories in WooCommerce. Assigning an event to a category automatically assigns the corresponding ticket to the same category within the product taxonomy.
Category-Based Checkout Field Assignment: Based on the mirrored category assignment, the plugin enables the display of specific checkout fields that are pre-determined according to the ticket’s category, streamlining data collection at the point of purchase.
Automated Event Page Generation: When an event is published, the plugin automatically creates a dedicated event page on the website. This page includes an integrated button for purchasing tickets through WooCommerce.
Event PDF Attachment: An option is provided within the event creation interface to attach a PDF file directly to an event.
Centralized Plugin Settings: Administrators can configure global parameters, including the maximum number of tickets permitted per event, and define specific event categories whose settings should be passed to associated tickets for mirroring purposes.

Operational Workflow

An administrator begins by creating an event in The Events Calendar, setting its price (or zero), and selecting a single category that will also be assigned to the event’s tickets. After publishing the event, the administrator then adds specific ticket details, such as participant pricing and limits. When a website user adds a ticket to their cart and proceeds to checkout, the displayed checkout fields are automatically determined by the ticket’s assigned category.

Configuration Options

The plugin’s settings interface allows for two main configurations:

Defining the maximum amount of tickets allowed per event (with a default value of 1).
Specifying event categories whose attributes should automatically transfer to associated WooCommerce tickets (inputted as a comma-separated list).

Unique Design Considerations

ATR Event-WC Integration’s design prioritizes a highly unified and simplified management experience. It is specifically built to address the common need for straightforward event and payment processes in diverse organizations. The plugin enables administrators to manage a wide range of ‘event’ types—from physical gatherings like trips and cultural events to social celebrations and critical annual membership payments—all within the familiar and consistent interface of The Events Calendar. This approach minimizes direct interaction with WooCommerce’s inherent complexities for the administrator, while simultaneously providing a clear and uncomplicated purchase path for members, which is a crucial requirement for user bases such as pensioner associations.

Theme X – Move Woocommerce product gallery thumbnails to bottom of product features image

If you use Them X with Woocommerce and would like to move the single product gallery thumbnails to the bottom of the page ( like conventional sldier thumbnails ), add this code to your style.css in your theme root

/* Theme X -  Moving Product Image Thumbnails to bottom */
.woocommerce .flex-control-nav.flex-control-thumbs {
    position: relative;
    width: 100%;
    text-align: left;
    padding-left: 0;
    padding-right: 0;
}
.flex-control-nav.flex-control-thumbs img {
    height: 4.5em;
}