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Online Business Portal - SaaS CRM Integration [KonekTwaLtd]
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Project Cost & Timing Assessment

This document has been prepared to provide a common understanding between:
Paoma (the Service Provider) and
(the Client)
on Professional Services to be rendered by the Service Provider in the context of the following project.
PROJECT DETAILS
Project Context 2
2
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Info
Details
1
Project Name
Online Business Portal - SaaS CRM Integration
2
Client
Konektwa Limited
3
Location
Moka
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The Scope of Work is defined as the Customisation and/or Integration of publicly available online/cloud-based business applications so as to provide the following set of business features:
Business Features Requirements 2
1
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Business Scope
Feature
Details
Client Register
6
Client-related data
Client-centric system: all features and data should alway relate to the Client data entities whether they are Corporates (Companies, Trusts, Societies....) or Individuals
Distinct Corporates/Individuals Data Register
Corporates and Individuals Data should be stored and processed in distinct data modules
Corporates/Individuals data relatibility
Corporates and Individuals records should be able to be interrelated in order to express various types of business relationships (Executive roles, Shareholding, Directorship...)
Indexed Countries/Jurisdictions
Corporates and Individuals should be connected to a pre-defined / indexed list of Countries/Jurisdictions
Custom data fields
Corporates and Individuals data sets should have custom fields of various data types matching current and future business requirements.
Minimum requirement would be to be able to store and process all data existing in current paper-based forms
Clients Files attachments
File attachments should be made possible on each Corporates and Individuals data records
Client Lifecycle Data
5
ClientApplication data
Client Application data [As per supplied form] on a 1:1 basis for each Client (Corporate/Individual)
Risk Assessment data
Risk Assessment [As per supplied form] on a 1:many basis for each Client (Corporate/Individual)
Risk Monitoring data
Risk Monitoring Form [As per supplied form] on a 1:many basis for each Client (Corporate/Individual)
Enhanced Due Diligence data
Enhanced Due Diligence Form [As per supplied form] on a 1:many basis for each Client (Corporate/Individual)
Suspicious Transaction data
Suspicious Transaction Form Form [As per supplied form] on a 1:many basis for each Client (Corporate/Individual)
Printable Forms
3
Printable Forms
System should be able to output printer-friendly formats of data matching legacy paper forms including:
Client Application
Risk Assessment - Individuals
Risk Assessment - Corporate
Risk Monitoring Form
Enhanced Due Diligence
Suspicious Transaction Form
PDF Downloadable Forms
Printable Forms Should be downloadable in Portable Document Format (PDF)
External Forms File Archive
Printable Forms Should be kept in an electronic format in an online/cloud storage repository
Company Secretary Records
7
Secretarial Records: Shareholding
Further ability to track Companies Shareholding
Secretarial Records: Directorship
Further ability to track Companies Directorship
Secretarial Records: Share Certificates
Further ability to output printable format of Share Certificates
Secretarial Records: Share Register
Further ability to output printable format of Share Register
Secretarial Records: Ultimate Beneficial Register
Further ability to output printable format of Ultimate Beneficial Register
Secretarial Records: Directors Register
Further ability to output printable format of Directors Register
Secretarial Records: Company Particulars
Further ability to output printable format of Company Particulars


PROFESSIONAL SERVICES DETAILS

The Service Provider proposes to address the implementation of the required Business Features in a 2-step approach:
Implementation of a ‘Minimum Viable Product’ (MVP) over a defined timeline
Ongoing work over the life cycle of the system in order to:
improve potential inadequacies revealed as adoption increases
adjust implemented features to meet whichever evolving business environment and requirements
implement features which have been left out of the MVP step

MVP is defined as the foundation implementation of the required features which:
covers sufficient scope to initiate significant business transformation
triggers significant users adoption
provides a robust data framework for further evolution
Implementation RoadMap 2
1
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Step
Business Scope
Feature Implementation
MVP Stage
11
Client Register
6
Client-related data
Distinct Corporates/Individuals Data Register
Corporates/Individuals data relatibility
Indexed Countries/Jurisdictions
Custom data fields
Clients Files attachments
Client Lifecycle Data
5
ClientApplication data
Risk Assessment data
Risk Monitoring data
Enhanced Due Diligence data
Suspicious Transaction data
System LifeCycle
7
Company Secretary Records
7
Secretarial Records: Shareholding
Secretarial Records: Directorship
Secretarial Records: Share Certificates
Secretarial Records: Share Register
Secretarial Records: Ultimate Beneficial Register
Secretarial Records: Directors Register
Secretarial Records: Company Particulars


PROJECT METHODOLOGY

The Service Provider makes the following set of Profiles and Skills for the project MVP implementation and ongoing lifecycle:
Profiles & Skills 2
2
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Profile
Scope of Work
1
Business Analyst
Consulting-grade Business Process Analysis and Definition
2
Systems Engineer
System Design and Data Modelling
3
Project Lead
Roadmap Tracking and Stakeholders Onboarding
4
Application Specialist
Business Logics Coding and End-Users Support
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Flexible combination of the above profiles and skills by the shall be provided as a Project Work Unit (PWU) for durations ranging from a Half-Day to a Full-Day workload depending of project stages and requirements.
BUDGET

Budget valuation is computed by allocating quantities of PWUs to the respective stages of implementation.
Related Quotes 2
2
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Reference
Descritpion
Mode
Currency
Total Value
1
Q-14845
SRS: Online Portal - SaaS CRM Integration
One-Off
MUR
119,760.00
2
#estimate
MVP: Back End Design & Integration
One-Off
MUR
250,000.00
3
#estimate
MVP: Front-End Implementation
One-Off
MUR
150,000.00
4
#estimate
Ongoing Improvement
Monthly
MUR
15,000.00
5
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Payment Terms and Conditions in each quotation apply respectively.

The following services/supplies will be required. Related cost shall be born by the client directly. The Service Provider does not warrant price stability over time.
3rd-Party Cost Items 2
2
Search
Description
Purpose
Mode
qty
Currency
Unit Cost
Value
1
SaaS CRM Subscription
Base Cloud CRM App for 4 users (incl. 1 data/system admin)
Monthly
4
USD
35.00
140.00
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