Executive summary for SSC
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The four key steps to creating a project plan are: 1. Define goals by identifying stakeholders and prioritizing needs. 2. Create a list of deliverables and estimated delivery dates. 3. Develop a schedule of tasks with durations and resources. 4. Create supporting plans covering human resources, communications, and risk management. Following these steps systematically will result in a comprehensive project plan.
Executive summary for SSC
- 3. SHARE (Smart Exchange Reward) is a point based reward system that offers facilities to collect, store, and mine customers and transaction data so that client can track their preferences, analyze trends, and ultimately, reward frequent customers. SHARE is a web- based architecture and readily accessible through the Internet. SHARE has modules that include card or e-card and customer maintenance, point and bonus calculation, redemption, lotteries, and analysis reporting.
- 4. SHARE’s features: • State-of-the-art technology. • Robust security. • Sophisticated status and analysis reports. • Guaranteed support by a team of experienced software pros. • Customizable to suit your requirements.
- 5. SHARE’s benefits: • Rewards loyal customers. • Identifies most profitable customers. • Plans and implements campaigns. • Analyses buying behavior of customers. • Enhances customer service and satisfaction. • Increases sales revenues. • Identifies cross-selling opportunities. • Provides complete sales information. • Enables analysis on effectiveness of marketing campaigns.
- 6. SHARE’s role: CARES does many things, including: • Loyalty Card details. • Maintaining customer information. • Uploading data transactions. • Calculating points earned. • Performs Points Query online. • Maintaining redemption details. • Maintaining gift item inventory. • Handling associates/co-branding. • Producing analysis reports.
- 7. Developement Requirement analysis Development of suitable advantages for customer cards Qualitative and quantitative market analysis Choice of suitable hardware Realization Staff training Communication and implementation concepts Software adaptation Operation Application management, lettershop Creation and evaluation of database information Etc.
- 8. Incentive & Loyalty Points Management System Overview: The Dashboard's Incentive & Loyalty Points Management system allows you to create your own points-based incentives, promotions and loyalty system to reward your visitors, customers and members for purchases, promoting your site, engaging in feedback, taking tests, and much more. Create your own viral grass roots marketing system, or street team system, to offer rewards to your most loyal members in exchange for promoting your website throughout the internet. Similar to a frequent flyer program, your rewards system will keep your customers coming back as they build their points and redeem them on your ecommerce site in your online auctions. Incentives, points and rewards create the ultimate promotional tools, rewarding frequent purchasers, new customers and your own internet marketing street team to virally promote your products and services.
- 9. How You Can Use It: Reward customers for purchasing online in your ecommerce store Reward members for renewing paid subscriptions Incentivize viral "tell a friend" activity by offering reward points
- 10. Create click-through contests and offer points as prizes Create promotions online for almost any activity Reward member participation with points based auctions Offer points for offline marketing and street team activities by allowing members to upload photographs of flyers, in-store promotions and direct marketing Show "Points Leaders" to motivate participation
- 11. How It Works: Points are an integral part of incentivizing your users and a great way of rewarding user activity. Points can be integrated into every marketing and promotions feature. Use the Loyalty Points System as a viral component to drive traffic back to your site, increase your registrants, excellent motivation to promote specific campaigns, auctions, contests, more! You create activities for participation and set the points awards levels. Users are motivated to earn the points to be redeemed in various ways. Points redeeming examples include:
- 12. Redeem in auction Redeem in store Redeem for gift certificate Redeem for membership renewal Redeem to enter a contest
- 13. Highlighted Features: Advanced Points Reporting Dashboard System Reporting allows you to view reports on points associated activities tracked by activity type and by individual user. Automatic Points Management Users can be auto-awarded points for participation. The Dashboard Loyalty Points Management System provides hassle free management with automatic points tracking and ability to add / subtract user points at anytime.
- 14. Poll Management System Use the Poll Management System to quickly and easily deploy multiple choice, single answer user polls to any page on your site, public or password protected. When used in conjunction with the Dashboard Loyalty Points Management to motivate user participation, the Poll Management System creates a powerful Market Research and Demographic Profiling tool. Survey System Get to know your web site visitors and get valuable feedback on any topic you desire. Create any combination of radio button, check box, dropdown list, multi-select list box and text entry fields. Real time reporting includes response rate analysis, percentage calculations, text answer grouping and more. Highly customizable features allow you to create, approve, publish and review reporting for your surveys at any time. Reward your users for their time and valuable feedback by awarding points.
- 15. Referral System / "Tell A Friend" Viral Component Easily motivate users to tell their friends about your website or promotion! Users who refer friends can be rewarded with points, which are automatically tracked via the Dashboard using referrer name / referral codes provided by you. Trivia Management System Use the Trivia Management System to provide compelling content to your users, while providing information about your products/events/etc. When used in conjunction with the Marketing & Promotions Package, the Trivia Management System creates a powerful incentive for users to interact with your site and learn more about what you have to offer.
- 16. Quizzes System Use quizzes to satisfy any number of business objectives, from fun content, incentivizing activities, online testing, online education, and much more! Create quiz questions, quiz types, multiple-choice testing, response reporting, automatically award points / store discounts for answering correctly, configure minimum score level, much more! Contest Management System Use the Contest Management System to create contests for your visitors. The system takes all the guess work out of setting up contests, contacting entrants, and awarding random winners:
- 17. Create Text, Links and Images for Contest Description,Rules, and Prize Description using the Integrated Content Management Feature Manage Entries Allowed per User, Total Entries Allowed, Etc. Automatically Select and Email Random Winners Real Time Entry Rates Reporting Advanced User Registration Built-in
- 18. Auction Management System The Auction Management System can provide a source of revenue, increases your site's repeat traffic, builds your user database, and reward your community. Provide multiple, ongoing, multi-term Auctions for your users:
- 19. Completely Manage Full Auction Life Cycle Choose Cash or Points-based Auction (When used with Marketing & Promotions Package) Create Text, Links and Images for Auction and Prize Description using the Integrated Content Management Feature Set Minimum Bid Levels Pre-publish and Expire Auctions Validate Highest Auction Bidders View User Information of Bidders and Winners Integrates with Marketing & Promotions Package and Loyalty/Points System
- 20. Street Team Management System Dashboard's Street Team System is a completely turn key, easy to use set of online street team tools that allow you or your marketing partner to run an entire online street team with deployment of advanced promotional campaigns daily! Outfit your online audience with the marketing gear they need to spread the word, like trackable banners and icons. Contests opportunities incentivize your team by offering prizes to users who facilitate the most click throughs, either with web gear, trackable links, banners, or message board links.
- 21. Grab and get web gear created by you! Trackable links and GUID numbers identify individual user activity Comprehensive reporting Tied into Contests System and Loyalty Points System to incentivize participation
- 22. Customer Service & Customer Resource Management (CRM) System Overview: The Dashboard's Customer Service and CRM (Customer Resource Management) system is a completely integrated and automated way to provide your visitors, customers, subscribers and/or members world-class service in a low cost, highly efficient manner. Automatically track all interaction your customer has with your website and your support personnel. Empower your customers to help themselves by providing access to edit information, view order status and tracking data, view customer service requests and responses, renew or upgrade memberships, and search your own knowledge base and FAQ's. The Customer Service system integrates seamlessly with all Dashboard systems, allowing you to see complete customer history at a glance!
- 23. How You Can Use It: Provide your customers with a more efficient way to get support than simple email Cut your costs and save time by accessing all customer data in one simple screen Give your customers access to view and update their information online Create groups to quickly organize, find and contact your customers Reward your most active customers by offering incentive points or gift certificates
- 24. How It Works: The Dashboard Customer Service and CRM system tracks all interaction with your customers in three primary ways. First, all interaction with your website is automatically tracked, including orders placed, downloads purchased, emails read, surveys taken, gift certificates redeemed, incentive points earned and much more. Next, your customer has full access to manage and view account settings, order history, customer service requests, shipping addresses and more. All changes made by the customer online are tracked and stored for your administrators to view. Finally, as an administrator, you have full access to view and modify customer information, block problem customers, and reward loyal ones. If you have multiple customer service representatives using the Dashboard, you can restrict certain access permissions for each administrator you create.
- 25. Highlighted Features: Customer Service Request Manager Receive your customer requests directly through your Dashboard-powered website. Customers can add new requests, view old requests, read replies and even re-open old requests if they feel their request has not been addressed. Dashboard administrators can reply to requests, close them, re- assign them or escalate them to a supervisor. This is far more efficient than simple email, and provides a central interface where administrators and supervisors can read and track history on all customer service requests.
- 26. Customer Information Center The Dashboard Customer Information Center provides a complete snapshot of a customer's profile, purchase history, customer service requests and much more. Administrators can make private notes only accessible to other administrators. Easily create new, searchable fields to track any information on your customers.
- 27. Customer History Tracker You'll know every time a customer updates his or her information online or the system makes changes to customer accounts. Track order status changes, customer address changes, account expirations, emails read and more - all with complete details on the administrator or system process that made the update.
- 28. discounts, send physical mail, create orders and more. Groups offer a convenient way to view segmented reporting based on different customer profiles.
- 29. Step 1: Project Goals A project is successful when the needs of the stakeholders have been met. A stakeholder is anybody directly, or indirectly impacted by the project. As a first step, it is important to identify the stakeholders in your project. It is not always easy to identify the stakeholders of a project, particularly those impacted indirectly. Examples of stakeholders are: The project sponsor. The customer who receives the deliverables. The users of the project outputs. The project manager and project team. Once you understand who the stakeholders are, the next step is to find out their needs. The best way to do this is by conducting stakeholder interviews. Take time during the interviews to draw out the true needs that create real benefits. Often stakeholders will talk about needs that aren't relevant and don't deliver benefits. These can be recorded and set as a low priority. The next step, once you have conducted all the interviews, and have a comprehensive list of needs is to prioritise them. From the prioritised list, create a set of goals that can be easily measured. A technique for doing this is to review them against the SMART principle. This way it will be easy to know when a goal has been achieved. Once you have established a clear set of goals, they should be recorded in the project plan. It can be useful to also include the needs and expectations of your stakeholders. This is the most difficult part of the planning process completed. It's time to move on and look at the project deliverables.
- 30. Step 2: Project Deliverables Using the goals you have defined in step 1, create a list of things the project needs to deliver in order to meet those goals. Specify when and how each item must be delivered. Add the deliverables to the project plan with an estimated delivery date. More accurate delivery dates will be established during the scheduling phase, which is next.
- 31. Step 3: Project Schedule Create a list of tasks that need to be carried out for each deliverable identified in step 2. For each task identify the following: The amount of effort (hours or days) required to complete the task. The resource who will carryout the task. Once you have established the amount of effort for each task, you can workout the effort required for each deliverable, and an accurate delivery date. Update your deliverables section with the more accurate delivery dates.
- 32. At this point in the planning, you could choose to use a software package such as Microsoft Project to create your project schedule. Alternatively, use one of the many free templates available. Input all of the deliverables, tasks, durations and the resources who will complete each task. A common problem discovered at this point, is when a project has an imposed delivery deadline from the sponsor that is not realistic based on your estimates. If you discover that this is the case, you must contact the sponsor immediately. The options you have in this situation are:
- 33. Renegotiate the deadline (project delay). Employ additional resources (increased cost). Reduce the scope of the project (less delivered). Use the project schedule to justify pursuing one of these options.
- 34. Step 4: Supporting Plans This section deals with plans you should create as part of the planning process. These can be included directly in the plan. Human Resource Plan Identify by name, the individuals and organisations with a leading role in the project. For each, describe their roles and responsibilities on the project.
- 35. Next, describe the number and type of people needed to carryout the project. For each resource detail start dates, estimated duration and the method you will use for obtaining them. Create a single sheet containing this information.
- 36. Communications Plan Create a document showing who needs to be kept informed about the project and how they will receive the information. The most common mechanism is a weekly or monthly progress report, describing how the project is performing, milestones achieved and work planned for the next period.
- 37. Risk Management Plan Risk management is an important part of project management. Although often overlooked, it is important to identify as many risks to your project as possible, and be prepared if something bad happens. Here are some examples of common project risks: Time and cost estimates too optimistic.
- 38. Customer review and feedback cycle too slow. Unexpected budget cuts. Unclear roles and responsibilities. Stakeholder input is not sought, or their needs are not properly understood. Stakeholders changing requirements after the project has started.
- 39. Stakeholders adding new requirements after the project has started. Poor communication resulting in misunderstandings, quality problems and rework. Lack of resource commitment.
- 40. Risks can be tracked using a simple risk log. Add each risk you have identified to your risk log; write down what you will do in the event it occurs, and what you will do to prevent it from occurring. Review your risk log on a regular basis, adding new risks as they occur during the life of the project. Remember, when risks are ignored they don't go away.
- 41. Congratulations. Having followed all the steps above, you should have a good project plan. Remember to update your plan as the project progresses, and measure progress against the plan
- 42. Thank YOU