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Permissions Management Estimated HoursNotes
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Client / Account executive / Salesperson
costs are included in estimates for relevant features
request & see their own proposals
3
Client Admin / Group Admin / Sales Management
costs are included in estimates for relevant features
add and remove clients and request proposals and see proposals across multiple clients
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Corporate Client
costs are included in estimates for relevant features
can view multiple client admin views associated with them
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Super Admin Consultant
costs are included in estimates for relevant features
can see all proposals and reporting
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Project Setup (e.g., code repo, Laravel)2
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Pre-Launch Site Checks & Launch8
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Architecture write up and project consulting12
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UX design / flows, client revisions, and meetings12
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Forms
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Client Proposal Request Form6
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Proposal Gate Form / Deliverable Reporting Form / Reporting Form on Past Deliverable / Report Form for Pending Proposal3
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Presentation Upload Form / Consultant Presentation Submission Form6
Includes file upload browse option and drag/drop not shown on wireframe
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Notification Form
No wireframe for this form, so I'm going to assume it's the same thing as the presentation upload form above
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Create Account Form (about 10 form entries)8
Do they need a separate username? Login wireframe indicates they login with their email address
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Dashboard / Pipeline Report
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Deleting Proposals2
Clients do not have permission to do this
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Filter by Client, Client Admin, and/or Corporate Client3
not requested by client, but seems necessary to provide different client admin views to corporate clients. Level of filtering available depends on role of logged in user--superadmins could filter on all these levels, clients could filter on none of them, etc.
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For each proposal, displays salesperson, prospect name, proposal name, delivery date, value, property/market / client/market (is this the same thing as a "group" and "market/DMA"?), and status10
The proposals displayed in this table depend upon the user's role/permissions
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Needs to also display net promoter score (1-10) for each proposal0.25
also not requested by Tom or in wireframe, but seems necessary given desired reporting
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Sorting on salesperson, prospect, and value0.5
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Needs to also display link to the proposal download1.5
also not requested by Tom or in wireframe, but it's not clear where else the user would access proposals from
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Login and Logout, Forgot Password functionality8
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Admin Management
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Remove Users2
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Add Users
This is done through the Create Form above and therefore not part of the Admin Management page as estimated, unless you also want to add a feature where admins can invite users to the system
32
Change User Roles2
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Add/Remove Clients from Client Admins and Corporate Clients4
Email discussion suggests that Client Admins & Corporate Clients add/remove clients to/from themselves, but this would require them being able to see a list of all the clients, and that seems undesirable. Therefore this estimate is only to allow Super Admin Consultants to add/remove clients to/from Client Admins and Corporate Clients.
34
Manage own user info (username/email, password, etc.)3
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User Impersonation for super admins
Potential Phase 2 item, not part of this estimate
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Can click on a user and see their info1
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Tabular Statistics Page
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Stats available by Client, Client Admin, and Corporate Client: Number of proposals Outstanding, Number of proposals Closed, Number of proposals Lost, Value of proposals Closed, Value of Proposals Lost, Net Promoter Score (average of 1-10 grade)5
To see net promoter score for individual proposals, go to the Pipeline Dashboard
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Filter by time. For example, # of proposals closed in the last 7 days, 30 days, quarter, YTD, custom date range3
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Mobile Responsiveness on Site8
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Email Notifications
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Mandrill Subscription (~1,200 emails monthly)$20/month
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Mandrill integration and notify users when their requested proposal has been created4
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Total Task-Related Hours114.25
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Project Management (25% of all task-related hours)28.5625
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Testing & Debugging (20% of all task-related hours)22.85
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Total Labor Hours165.6625
assuming use of pre-built theme, so no UI design hours included.
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Total Labor Costs ($150/hour)$24,849.38
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Plus 20%$29,819.25
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Minus 20%$19,879.50
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Other Costs (Mandrill)$20/month
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Hosting on Digital Ocean$25/month
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