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Job For Shailen
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Bid Count: 1
Average Bid:
$ 2000
05/24/2009 at 3:48 EDT
Project Creator:
kjellgrant
Employer Rating: 
(148 reviews)
Description
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TrackCompare Design Brief Version: 1.1 19/05/09 Supporting document are attached Introduction TrackCompare is a tracking system comparison website which will present information to users in a simple tabulated form and allow them to request quotes for the systems they are interested in. By asking three simple questions TrackCompare will be able to display tracking systems relevant to that customer, the customer then has the opportunity to filter the results based on their requirements. TrackCompare offers users the opportunity to request up to 5 quotes from tracking providers or buy tracking systems. Tracking suppliers will be invited to advertise there products which will be displayed in the comparison tables when a matching comparison is run. To advertise in the comparison tables is free, tracking suppliers will only be charged when a quote is requested from them. Tracking adverts will only be displayed if the tracking provider has agreed an advertising budget and has available budget remaining. Should a user select to receive a quote from a tracking suppliers their details will be collected by the site, their information will then be qualified by phone and the lead will be send via email to the relevant tracking providers. On receiving a lead a tracking suppliers account will be debited a fixed number of credits for the lead and will continue to receive leads until the available credit had run out. Contents 1) Search Box 2) Login Pages 3) Comparison Tables 4) Data Capture 5) Pricing Model 6) Lead Qualification 7) Customer Admin Area 8) Suppliers Admin Area 9) Main Admin Area 10) Site Notes Appendices • TC Table Design – Admin • TC Table Design – Supplier • New Lead – Template • User Reg – Template • Lead Qual - Template 1. Search Box (Public Area) Throughout the site the opportunity to request quotes and view the comparison table will be offered in the form of the Search Box which may be in large or small format but will always require the same 3 fields of information before a quote can be created or comparison run. Required Fields • Fleet size User can input any number of vehicles in this field. • Type of tracking Drop down box showing categories entered into ‘Category Master’ admin form. • County Drop down box with auto-complete showing Counties entered into ‘County Master’ admin form. Buttons • Just Get Quotes Clicking this button will skip the comparison table and take the user directly to the data capture form. The site will randomly select 5 suppliers based on the following criteria: 1. The Fleet size is greater than the minimum number of vehicles specified in the product profile. 2. The product category matches exactly the category selected on the Search Form. 3. The county selected in the Search Form is included in the counties selected in the product supplier profile. 4. The supplier has available budget. • Compare Now Clicking this button will take the user to the comparison table. The comparison table will show all results matching the following criteria: 1. The Fleet size is greater than the minimum number of vehicles specified in the product profile. 2. The product category matches type of tracking selected on the Search Form. 3. The county selected in the Search Form is included in the counties selected in the product supplier profile. 4. The supplier has available budget. Notes: a) Users will not be able to proceed to generate quotes or to view a comparison table unless all three fields of information are entered. b) If all three fields are not completed and a button is pressed the following error message should be displayed ‘Please complete all fields before proceeding’. c) Both buttons should have tool tips, text to be confirmed. 2. Login Pages (Public Area) In order to access the admin areas of the site 2 login boxes will be required. 1. User Login This area is for customers that have previously requested quotes and will require correct email address and password to enter. This login will lead to the Customer Admin area. 2. Supplier Login This is the area for suppliers advertising products on TrackCompare to login and will require email address and password. ‘Remember Me’ function required. This login will lead to the Supplier Admin area. 3. Comparison Table (Public Area) The comparison table is the area of the site that presents the tracking product information to the users of the site. When a comparison is run by entering the 3 required fields in the search box the comparison table will launch showing all matching results. The user will then have the opportunity to sort and filter the results. The user can select the products from this table that they would like to receive quotes for using the check boxes in the ‘Get Quotes’ column. Once the customer is satisfied with their selection they will click the request quote button and they will be taken to the data capture form. The comparison table will be designed as per the image below please find a HTML example at: http://www.trackcompare.co.uk/TrackCompareExamples/ Feature Selection To help customers find the solution they require they will be able to click on the ‘See All Features’ button. This is an image made to look like a drop down box and will launch a separate java window. This window will allow the customer to select from the features entered into the ‘Feature Master’ form and from purchase options box entered in the ‘Product Form’. The customer can select as many or as few as they require. If no filters are selected the table will show all results. Please see feature selection example below: Notes: a) A minimum of 1 and a maximum of 5 products will be able to be selected by the user. If too few or too many products are selected an error message should be displayed with the following text: ‘Please select a minimum of 1 and a maximum of 5 products before proceeding’ b) The ‘Daily Rate’ and ‘Initial Cost’ will be able to be sorted by clicking the column headers. Clicking the column headers will alternate the sort order between ascending and descending. c) When hovered over for 3 seconds the column headers will display a 300x200 pixel java ‘pop-up’ box which will give extra information on that header taken from the Feature Master form. The background image of the pop up box will be provided in JPG format. d) ‘Live Mapping’, ‘Historic Reporting’ and ‘Web Based’ fields will display the comptick.jpg image provided. e) ‘TrackCompare Accredited’ will display the tcacc.jpg image provided. f) The layout of the comparison table should follow exactly the layout in the example. Company and Product Information Field This box will display the company logo (limited to 120x50 pixels) uploaded in the Supplier Master form, the product name and the company county. It will also provide a link to view the company information page and a link to Customer Reviews. This box will also display a star rating of the average user feedback from all 5 feedback categories combined. Notes: a) This window requires close button. More Details Clicking on this link will open a pop up window that displays information on the company and the product selected. The information displayed on this pop up will include: • Company Logo • Company Name • Company County (not counties selected for search form) • Company Description • Average customer rating for each feedback category in stars. • Link to open customer feedback popup window • TrackCompare Accredited • Product Name • Product Description • Daily Rate • Initial Costs • Features Selected • Contract Terms • Purchase Options Notes: a) TrackCompare will provide page design. b) The pop up window should be 450 pixels wide. There should be no horizontal scroll bars in this window. c) Only features selected should be displayed with the compticksmall.jpg provided. d) This window requires close button. Customer Reviews Clicking on this link will open a pop up window that will display all customer reviews left by existing users that have been authorised by TrackCompare. It will also display the average customer rating of the 5 feedback categories using the star system as detailed in section 7. a) This window requires close button. 4. Pricing Structure In order to ensure TrackCompare is attractive to tracking suppliers the price of leads generated by TrackCompare will affected by 3 variables. 1. The Volume Of Vehicles Within the TrackCompare admin area of the site we should be able to select pricing for a defined number of vehicles. i.e. 1 – 10 vehicles = 10 Credit 11-20 vehicles = 20 Credits 2. Get Quotes Leads If the get quotes button was used the selection of suppliers is random and therefore the chance to win the business is lower. Within the Credit Master form we should be able to select: a) A discount amount in whole credits to be applied to leads generated using the Get Quotes button. 3. Hot Leads A Hot Lead is where a user selects fewer than 5 suppliers in the comparison table to receive quotes from. Within the Credit Master form we should be able to select: a) The additional cost to the supplier of a Hot Lead. b) The number of suppliers selected in the comparison table to trigger a hot lead. i.e. if it was set to 3 in the Credit Master form a selection of 1, 2 or 3 suppliers would trigger a Hot Lead. Example: Variables: 1-10 Vehicles = 10 Credits Hot Lead = 10 Credits Get Quotes Discount = 2 Credits Examples: Lead Name Vehicles Get Quotes Used? Hot Lead? Cost In Credits Rob Ltd 5 Yes No 8 Kjell Ltd 8 No Yes 20 Shailen Ltd 10 No No 10 Notes: b) All pricing and discounts should be in whole credits only. c) Hot Leads cannot be triggered using get quotes route. d) Three pricing categories should be recorded in customer billing information these are: 1. Comparison 2. Get Quotes 3. Hot Lead e) A suppliers account should only be debited once a lead has been qualified. 5. Data Capture Form (Public Area) The data capture form is where the details of the user are entered which will then be stored, qualified and ultimately sent to the chosen tracking suppliers. Data Fields • Title – Drop Down (i.e. Mr, Mrs, Miss) • Forename • Surname • Position • Company • Email Address (also customer user name for login) • Post code • Phone number • Fleet size (from Search Box) • County (from Search Box) • Tracking Category (from Search Box) • Number of employees • Industry sector (Drop down box with auto-complete showing Industries entered into ‘Industry Master’ admin form.) • News (tick box) • Marketing (tick box) Notes: a) All data fields should be displayed on a single page. b) Red fields are required in all instances before proceeding c) Blue fields are only displayed and required for business tracking products before proceeding. Business tracking products are defined using the Business Product check box in the Product Form. d) Green fields are only displayed for business tracking products and are optional. e) The Fleet Size, Product Category and County are required fields and should be taken from original information entered in the Search Box. f) Only once all required fields are entered can the user proceed. Required fields should be highlighted with a red ‘*’ to the right of the field title. g) If all required fields are not completed and the submit button is pressed the following error message should be displayed ‘Please complete all fields required before proceeding’. h) There should be an option for registered users to login. When pressed this will launch a login page where on successful entry of correct username and password the form details will be automatically completed. Data Capture Form Submit Once the data capture form is completed and the customer clicks Submit a thank you page will be displayed. This page will show the comparison table again with the companies the user selected or the companies that were randomly selected by the Get Quotes button. No options to filter or sort the table will be displayed. Once the data capture form is submitted the following will happen: 1. Thank you page displayed, text to be confirmed. 2. Customer details and comparison information stored. 3. Email notification sent to 4. User registration email sent. 5. Lead qualification email sent. Notes: a) Customer details should not be submitted to suppliers until TrackCompare have qualified the lead. b) All emails should be in HTML format and carry the same design as the TrackCompare site. c) Emails to users should not be seen as Junk Mail by email clients. d) Users can request a maximum of 5 leads per day. e) User registration email template is ‘User Reg V1’ f) Lead qualification email template is ‘Lead Qual V1’ 6. Lead Qualification (TrackCompare Admin Area) To maintain the quality of leads sent to suppliers TrackCompare will contact all users by phone before the leads are sent to the chosen suppliers. An option within the TrackCompare Admin Area will allow TrackCompare to view lead information write notes (visible only to the chosen suppliers) and where accepted send the lead to the suppliers. Notes: a) Lead qualification table layout supplied in TC Table Design Admin document. b) TrackCompare admin should have the option to delete bad leads. c) All emails should be in HTML format and carry the same design as the TrackCompare site. d) Emails to suppliers should not be seen as Junk Mail by email clients. e) New lead email template is ‘New Lead V1’ f) A suppliers account should only be debited once a lead has been qualified and sent. 7. Customer Admin Area This area is secure and allows customers to log back in to the site and edit their details or leave feedback on previous quotes requested. Options In This Area 1. Leave Feedback Customers have the option of leaving feedback on suppliers who have provided quotes in this section. Using a comments box and star ratings customers can leave information on each supplier they have requested quotes from previously. The star rating boxes are (1 – 5 stars): • Speed of contact • Service • Pricing • Professionalism • Product Comments box: • Maximum 500 characters. When a customer leaves feedback they can complete as many of the fields as they want no fields are required. On submission of the feedback and Thank you box should be displayed with text ‘Thank you for your feedback’. 2. Edit Details In this area users can edit all of their details submitted to the site including news and marketing tick boxes. 3. Logout Logout of customer area and return to home page. Notes: 1. None 8. Supplier Admin Area When a supplier logs in to this area the default page will be the Supplier Leads table as described in the TC Table Design Admin document. This area will include the following pages: 1. Leads Inbox 2. Manage Products 3. Company Details > Change Password 4. Billing Report Please see TC Tables Design Suppliers for table layout and structure. Notes: a) TrackCompare qualification notes will visible in the View Lead form to the selected suppliers only. b) Suppliers will have the opportunity to print leads in the format supplied in the TC Table Design Supplier document. c) Suppliers will have the opportunity to write notes on each lead and select a lead status from Open, Closed or Dead. d) By default the table will display Open leads sorted in date order and there will be no date filter. New leads that have not been viewed should be highlighted in Bold. e) The Lead Inbox and Billing report will be to sort and filter results displayed in these tables and search for company or customer information as described in the TC Table Design Supplier. 9. TrackCompare Admin Area The TrackCompare admin area is for TrackCompare only and is the area where we update the databases which control all aspects of the site. It is also the area where we setup new suppliers and products and edit existing customer, supplier and product information. We also need to be able to view and adjust billing information and view, edit and authorise customer feedback before it is published to the site. Database Master Forms Forms highlighted in red are shown in TC Table Design Admin Area Category Master To input and edit the product categories available on the search form and product setup form. Contract Master To input and edit the contract lengths available to suppliers on the product setup form. County Master To input and edit the counties available to customers on the search form and the location and areas covered on the supplier setup form. Industry Master To input and edit the industry sectors available in the customer data capture drop down box. Payment Master To input and edit the methods of payment available on the supplier product setup form. Position Master To input and edit the positions available on the customer data capture form drop down box. Credit Master To set pricing for each volume of vehicles and for the discounts and additional costs for each category of leads. TrackComp Seal Master To set which suppliers are accredited and to upload the image displayed in the comparison table. Feature Master To input the features available for selection on the product setup form and available for filtering on the comparison table. The features available for filtering on the comparison table will depend on the product category selected. Customer / Supplier / Product / Billing Management Forms Forms highlighted in red are shown in TC Table Design Admin Area Qualify Leads To view new leads, input notes and submit to selected suppliers once qualified. Billing Report To generate a billing report for suppliers to view credits spent and budget available. Customer Management To view and edit customer details inputted in to the data capture form. Tracking Company Management To add, view and edit supplier details including budget inputted. Product Management To view and edit product details inputted in to a suppliers product setup form. 10. Site Notes Notes: a) The browser ‘Back’ button should work in all areas of the site without requiring a page refresh or resubmission of data. b) Date format in all areas of the site should be dd/mm/yy and wherever a date input is required there should be a small calendar pop-up. c) Post Codes entered in all areas of the site should allow numbers and letters which should automatically be set to capitals. d) Phone number fields should only allow numbers not letters. |
Additional files submitted:
Lead Qual V1.doc
New Lead V1.doc
TC Table Design - Admin V1.1.xlsx
TC Table Design - Suppliers V1.1.xlsx
User Reg V1.doc
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