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BuilderMT and Sales Simplicity Product Roadmap

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  1. BuilderMT and Sales Simplicity Product Roadmap Where our products are headed. How they will work with each other.

  2. Three BuilderMT Product Groups • Workflow Management Suite (WMS) • BMT Cloud & Portals • Integration Layer (API)

  3. BuilderMT Initiatives • Builder Integration Framework • Shared .NET Codebase. • Managed by AspenoahLLC • Includes all communication framework and configuration standards • Allows integration partners to define their own ‘Events’ and datatypes • Other integration partners including BuilderMT can ‘Listen’ for these Events and receive data updates.

  4. BuilderMT Product Goals • Maintain and Improve Core Workflows based on input from our customers • Leverage our Core Workflows in the BMT Cloud • Continue to build infrastructure and partnerships for seamless integrations • Maintain technology leadership for the benefit of our customers

  5. WMS – Workflow Management Suite Modules • Purchasing • UI Update: Flexible Views/Filters • Import Estimates – BMT Cloud Portable format (.xls) • Pending Estimates – Templates/Reports/Custom Options • Improved Takeoff – eTakeoff integration • Option-specific Costs – reduced DB size • Cost Management in BMT Cloud • Bid Management in BMT Cloud • Custom Options and Variance POs in BMT Cloud

  6. WMS – Workflow Management Suite Modules • Scheduling • Multi Unit Scheduling Enhancements • Resource allocation • Improved Performance and Charting • Improved integration with Purchasing • Default Supplier assignment • Scheduling of Variance Purchase Orders • Update UI/Grids • Move selected functions to BMT Cloud portals

  7. WMS – Workflow Management Suite Modules • Sales Pricing • Continue to build out web services integration • Master Options to Sales Center • Reduce number of Options at Division level • Move defaults to MoM/Estimating DB • Plan and Option Types • Series/Spec levels • Rooms/Areas • Option Rules integration • Improved handling of Sales Configuration changes and incentives

  8. WMS – Workflow Management Suite Modules • Models and Options Manger • Import/Export in Portable format (.xls) • In-place editing/creation of items • Improve Copy/Rename Options • Global Search and Replace • Incorporate Accounting and Area defaults for faster setup of new Company/Division • Build out Web Services integration

  9. WMS – Workflow Management Suite Modules • Accounting Integration • Build out Web Services integration as required • Move all Sage 300 integration to service layer • Collaboration • Integrated collaboration client in WMS desktop

  10. BMT Cloud • Integrated Portals (Trade and Super) • Collaboration • Models and Options Manager • eTakeoff • Cost Management & Bid Management

  11. Sales Simplicity Product Map • Sales Simplicity X • Integrations • Innovations • Legacy Application

  12. Sales Simplicity X • Promises from Last Year: • Lot and Plan Selection • Contract Generation • Deposits • Option Selection • Mortgage Selection • Administrative Dashboard • Realtor Blasting       

  13. Sales Simplicity X • Additional Enhancements Completed • Realtor Tags • Attachments (Compatible with Mobile/Tablets) • Counter-Offers • Support for Rules and Attributes • Stipulations • Web Visits • Quick Traffic • Be Backs • A Few Administrative Screens(Lots, Builder Setup, Master Reports, Mortgage Setup, Stages of Construction)

  14. Sales Simplicity X • Upcoming Features • Immediate • Spec Homes • Lot Reservations • Stages • Near Future • Dynamic Follow Up • Bulk Data Updates • Virtual Topo • Longer • Administrative screens

  15. Integrations • Builder Integration Framework • Done • Full Schedule Information • Upcoming • Real Time Lot/Job Creation from WMS • Real Time Custom Options from SSS • Creation of Scattered Lot/Job from SSS • Replacing More XML Integration Pieces

  16. Innovations • New Platforms • iOS App for Managers (Dashboards) • Will port to Android as well • New Technologies • Leverage Apple’s iBeacon for Location Tracking • New Functionality • Rapid Calling • Video Email

  17. Legacy Platform • New Enhancements • Spec Homes • Notes • Models • Commissions Enhancements