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BuilderMT and Sales Simplicity Product Road Map
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  1. BuilderMT andSales SimplicityProduct Road Map Where our products are headed and how they will work with each other. BuilderMT & Sales Simplicity 2013 Client Conference

  2. BuilderMT Products Overview • WMS • Core workflow client – Windows client/server • REST API client and event generator • Accounting, Sales and Estimating agnostic. • Maintain and Improve • BuilderMT Cloud • New Platform for BuilderMTapplications • SAAS/REST technology • Hub for sharing data with anyone

  3. BuilderMT Products Overview • Integration Layer • Active collaboration projects with Business Partners • Open source SDK for firing and listening for ‘Events’ • Data transfer XML and Json de-serializers included • No more ‘sends and receives’ • BPM • WEVO our recommended consultant • Reporting • Crystal • Liberty Reports • Report Builder

  4. WMS Core Product • Maintain and Improve existing modules with advisory groups • Multi Unit Scheduling • Model Options Manager • Build estimating DB in WMS • Custom Option Estimates on WMS • Accounting Integrations/Events (NAV & Sage 300) • Estimating Integrations/Events (Pipeline) • Sales Integrations/ Events (Sales Simplicity)

  5. BuilderMT Cloud • Models and Options – More Features Coming • Integration to WMS • Data Archiving – New Product • Portals and Collaboration • Messaging Portal (new) • Trade Portal (port) • Superintendent Portal (port) • Mobile Scheduling (port) • BuilderMT Cloud will host Portals for clients • Jobs, Suppliers, Contacts, Customers, etc

  6. Integration Layer • Business Partner Integration • Sales Simplicity • CG Visions/Pipeline • MS Dynamics (NAV) • Punchlist Manager • Avid and more…. • Port remaining WMS Integrations to V4 • Open secure integration (BMT Cloud & WMS) • Data archiving backup service to BMT Cloud • New integration service to Sage 300 CRE

  7. Builder MT Development Plan • How do we get there? • Agile Scrum • 4 week Sprints - Monthly Planning and Review. • Direct input from Product Owner/Advisory Groups • Monthly demo/acceptance/release. • User Story driven • Everything has a ‘Story’. • e.g. As a ‘Superintendent’, I need ‘to see just today’s tasks with links when I open the portal’ so as ‘I save time searching between the different tabs’

  8. Sales SimplicityRoadmap Product direction for the next 12-18 months BuilderMT & Sales Simplicity 2013 Client Conference

  9. Key Enhancement Areas • Sales Simplicity X (Cross Platform Version) • Integration Layers • Legacy Application

  10. Sales Simplicity X • Sales • Immediate • Lot and Plan Selection • Contract Generation • Near Future • Deposits • Option Selection • Mortgage Selection • Longer • Administrative Screens • Bulk Data Updates

  11. Sales Simplicity X • CRM • Immediate • Administrative Dashboard • Realtor Blasting • Future • Sales Agent Dashboard • Dynamic Tasks • Power Dialing • Additional Channels • Dynamic Channels

  12. Integration Layer • Tight/Active Collaboration with BuilderMT • 3 Major Initiatives on the New Integration • Full Schedule of Key Option Activities • Custom Options – 4 step process • Scattered Lots

  13. Legacy Application • Just Released • Lot/Option Matrix • Lot – Option Pre-Plotting • Sub-Statuses • Upcoming • Square Footage for Options • Icons on Topo for Sub-Statuses • Spec Home Approval – Lock • Stipulation Modification Tracking

  14. Methodology • Agile Development • Puts the right developer on the right project • Automated Testing Slide deck Updated 9/24/13 For an updated file see https://www.dropbox.com/s/dutc0y7j6izorsk/SSS-2-Product%20Roadmap.pptx