Topaz Software

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Topaz Software SymplifiConnect
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Client Objectives

• Create a CRM system that would deliver an email
  drip campaign to the clients of real estate
  agents
• 2. Create something that will generate revenue
  by the end of the project timeline

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Time Constraints

• Original System Milestone Summary

Phase Target Completion Date Preliminary
Investigation 10/23 Database Design 11/08 Web
Template Module 10/26 Secure Login
Module 10/31 Registration Module 11/08 E-Commerc
e Integration 12/06 Administrator
Module 1/15 Agent Module 2/20 Campaign
Module 3/06 Reports Module 3/20 Promotion/
Marketing Module 3/29 Online Help
Module 4/04 Additional Functionality
Module 4/30 System Test 5/09 Training
Installation 5/15
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Prioritization

• Everything is important!
• Re-definition of phases

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Client Relations

• Very involved Client limited our control of the
  project
• New Ideas Scope Creep
• Several Surprises

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Hosting

• The Deployment Problem
• Unforeseen compatibility and security permissions
  issues
• Time consuming
• Solution?
• Develop on third-party web host
• 24/7 support, guaranteed up-time, and continual
  software updates

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Scope

• Original Project Definition
• Build an entirely automated e-mail and print
  marketing system from scratch
• Revised Project Definition
• Construct Front-End that allows users to sign up
  and use service
• Use Microsoft OutlookTM and third-party software
  to send and print

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Look and Feel

• Rory Richardson Brigitte Balogh

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To Match
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The Result
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Lessons and Advice
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• Set a Design Complete Date
• Create a ROI
• Communication styles matter
• Pay attention to your client

Lessons Advice
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