Most enterprise organizations manage appointments with their customers by pen and paper, emails, or platforms such as Google Calendar or Outlook. These methods have become less sustainable while the enterprise grows. With the new features of Appian 19.4, there're so many changes can be made to the traditional enterprise environment.

What it does

Convedo’s Appointment Booking System allows enterprise to manage appointments directly with their customers via Appian’s cloud-based low code platform. It provides convenience, transparency to the users and helps the management team to monitor real-time customer satisfaction with the power of Google Cloud AI. It allows users to create various checklists for the appointments from user-defined templates, and to update checklist progress, attach documents or control their visibility with ease. It also comes with dynamic document and report generation capabilities with built-in user-friendly configuration tools, which leverages the data collected across the overall business processes with minimum efforts.

How I built it

With all the new interface components and plug-ins introduced during 2019, such as tag field, gauge field, new configurations for progress bar component, box layout and card layout, I managed to develop a fully-functioning mobile-friendly checklist system that works with user-defined templates. With the web content components, JavaScript-based calendar could work simultaneously with Appian Web APIs and be displayed in the interface. With the help of plug-ins Execute Stored Procedure and Advanced Document Templating, a low-code self-serving dynamic document generation system has also been integrated into the appointment booking workflow. By using the new connected system, Google natural language API was integrated to analyse customer feedback in real-time.

Challenges I ran into

The display, filtering and sorting of the checklist items have been the biggest challenge. Fortunately, by correctly utilising the new a!localVariables() interface function with the with() function, the problem was successfully solved. The SQL statement builder in the document generation template configuration page has been the second biggest challenge. By using a stored procedure to query the database table structures, together with an expression rule that constructs SQL statements from multiple rule inputs (e.g. table name, column names, etc.), the problem has been addressed in the end.

Accomplishments that I'm proud of

The ability to create checklists from user-defined checklist templates, mobile-friendly checklist display interfaces and the capability of constructing and evaluating merge field definitions with the low-code SQL statement builder for document generation template configurations are the most important accomplishment for me during the Hackathon

What I learned

During the Hackathon period, the most important thing I have learnt is how flexible Appian could be for utilising both traditional and new technology. No matter it's about SQL, JavaScript or AI platforms, there're always solutions to make things happen. Besides, the new features introduced for the Appian mobile app also provide me with the vision of how enterprise applications and systems can work and look like on mobile devices.

What's next for Appointment Booking System

There will be three main focus for the future of the application:

  1. More powerful AI integration. Currently, Google Cloud APIs have been integrated for supporting natural language analysis. In the future, more machine learning tools and support for other platforms (Amazon and Microsoft) could be all included.
  2. Expansion for more advanced document management capability. More advanced management logic could be developed. Integration to Dropbox and Google Drive could be supported.
  3. For the current calendar functionality, integration to other online calendar platforms (Outlook, Google Calendar, iCloud, etc) will be implemented.

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