This module is to provide the functionality of a business application to be used by the sales and marketing teams. The application is a multi-company hosted solution and therefore only the data for a given company should be shown. The application will be used to display incoming leads (from CRM) and allow some activities against each lead. The marketing application allows for a user to select products to be syndicated to approved partners.
Winning Bids will be based on
[url removed, login to view] experience with Spring Framework, Portlets, IceFaces and Jasper Reports
[url removed, login to view] of approach to deliver this module
[url removed, login to view] of company and size of team, to implement this module
[url removed, login to view] of production deployment or reference letters
[url removed, login to view] of Java and knowledge of SOA
The service within this design will concentrate on the following functionality deliverables:
Deliverable 1 – Common Portal Application Framework
A common Portal framework will be developed to assist in the 3 application Portlets that will be developed. This will include the following projects to be integrated and deployed on the J-Boss Portal Server. Framework products will include:
[url removed, login to view] framework to build most User Interfaces [url removed, login to view]
[url removed, login to view] Webflow – Used to implement any MVC of UI pages [url removed, login to view]
3.J Boss Portlet Engine - [url removed, login to view]
[url removed, login to view] and style sheet per company based on login. This is a hosted multi company application.
[url removed, login to view] – User login, groups and roles based on LDAP security
[url removed, login to view] logging for each product, such as log location, format, viewer, rolling settings and configurations
[url removed, login to view] error handling – based on a common Status Info object and will include common error messages, configuration, and deployment
[url removed, login to view] session management – tracking key performance indicators.
Deliverable 2 – Common Business Application Framework
This is a common core for building business applications based on the Spring Framework. The application framework will have a Web Service API for the above Portal application to consume. All business processing will be based on plain old java objects (pojo) business objects which receive information from the enterprise service bus or the local Database accessed through hibernate mappings to a Postgre Database.
Common packages that will be used will be the following integrated products:
[url removed, login to view] Web Services – used to provide all access to the business applications
[url removed, login to view] Framework – used to code any business logic for the applications
[url removed, login to view] Integration – to connect to the Enterprise Service Bus
[url removed, login to view] – to connect to the Progre Database
Common Services will be the following:
[url removed, login to view] security model based on LDAP
[url removed, login to view] Error Handling Based on the common Status Info business object
[url removed, login to view] logging and configuration of each deployed business applications
[url removed, login to view] registration of each business applications
Deliverable 3 – Sales Automation Application Portlet
This application will be used to display sales leads from the CRM system and allow a sales representative to perform actions on the lead such as the following:
[url removed, login to view] all available leads by sortable columns, filters, and rankings
[url removed, login to view] the ability to set lead state information such as status, priority,
[url removed, login to view] track sales team key performance indicators such as open, first contact, activity types, close, and outcome
[url removed, login to view] the ability to set lead fields such as assigned to sales rep, discount price, notes
The Portlet Tier
Will consist of the main tab navigation to access the sales Portlet with appropriate Group as CRM or Business User and roles of Manager, Editor, Read-only.
There will be a left hand navigation with pre-defined views, as Hot Leads, My Leads, All Leads.
Lead State Actions (single or multi per lead) are as follows, notes, status, update lead, assign, details
Filters will be a double filter based on column headers, then include/exclude value
Configuration Settings, Available columns to view, column order, default view, filter, and sort
User notifications settings – Display name, title, contact sms, email, notifications new lead, assigned lead
The Business application tier
Sales View Web Service to supply the view data
Sales State Action Web Service to apply changes to Lead information
Sales Listener For new sales leads from enterprise service bus
KPI (key performance indicators) Web Service to track metrics
Hibernate data mappings for KPI and Sales Actions
Deliverable 4 – Marketing Application Portlet
Inventory Listing of a specific company available for syndication. The available syndication destinations are selected and syndicated to the partners. The following actions are available for a marketing representative to do:
[url removed, login to view] a view of all inventory, all syndicated inventory, Paid syndications, PPC syndications
2. On each view sort, filter, rank (order)
[url removed, login to view] Syndication Actions to partners (syndicate, status,
[url removed, login to view] Syndication Partner Options
[url removed, login to view] to set Key Performance Indicators for Inventory such as create date, syndication start date, syndication close date,
Portlet Tier Applications
The Portlet will consist of the following functionality
There will be a main tab with the title of Market Reach accessible from Groups System Owner, Support User, ERP, and Business User with Roles of Manager, Editor, or Read-only
Left hand pre-configured view of All inventory, Non Syndicated, Syndicated, Paid Syndications, PPC syndications
The Data table will have sortable columns, filtering, and ranking (order)
Filter values are all column headers with include/exclude and values
Inventory Syndication Actions (single or Multi select) are syndicate, stop syndicate, syndicate details
Syndication Options – Available Partners Details, syndication defaults, ID's, and information
Business Application Tier
Syndication Web Service – will track what inventory is syndicated to where
Syndicated Actions Web Service - Will Create, Update, Delete syndications with partners
Syndication Partner Options – will contain the required partner information
Syndication Key Performance Indicators Web Service – will track the KPI for all syndication actions
Deliverable 5 – Sales Reporting Application Portlet
There will be a Sales Reporting Portlet to allow Sales and Marketing to run default reports on their company and aggregate reports on all system companies.
There will be a Key Performance Indicator (KPI) for all company sales and marketing KPI's
Each report will display detailed reports for the given company statistics for sales and marketing. There will also be an equivalent aggregated report for local, regional, and national.
These report Data are run Nightly and Users have the options to changes options of data displayed.
The Reporting Server is based on Jasper Reports ( [url removed, login to view] ) using the iReport Design tool.
The output Should follow the common Portal framework and use the data in conjunction with the Charts from IceFaces as in examples [url removed, login to view]
Reports are as follows:
[url removed, login to view] Leads Number open per day per month
[url removed, login to view] Leads Closed Won
[url removed, login to view] Team effectiveness – average open to first contact and number of activity types
[url removed, login to view] 10 Performer – National, Regional, Local (see above)
[url removed, login to view] per partner
[url removed, login to view] per day
Imp Note: [url removed, login to view]
27 freelancers are bidding on average $1304 for this job
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