Online Business Portal - SaaS CRM Integration [KonekTwaLtd]

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Project Cost & Timing Assessment

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This document has been prepared to provide a common understanding between:

Paoma (the Service Provider) and

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(the Client)

on Professional Services to be rendered by the Service Provider in the context of the following project.

PROJECT DETAILS

Project Context 2

Project Context 2

Info

Details

Project Name

Online Business Portal - SaaS CRM Integration

Client

Konektwa Limited

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

Business Features Requirements 2

Business Scope

Feature

Details

Client Register

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

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

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

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

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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

Implementation RoadMap 2

Step

Business Scope

Feature Implementation

MVP Stage

Client Register

Client-related data

Distinct Corporates/Individuals Data Register

Corporates/Individuals data relatibility

Indexed Countries/Jurisdictions

Custom data fields

Clients Files attachments

Client Lifecycle Data

ClientApplication data

Risk Assessment data

Risk Monitoring data

Enhanced Due Diligence data

Suspicious Transaction data

System LifeCycle

Company Secretary Records

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

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PROJECT METHODOLOGY

The Service Provider makes the following set of Profiles and Skills for the project MVP implementation and ongoing lifecycle:

Profiles & Skills 2

Profiles & Skills 2

Profile

Scope of Work

Business Analyst

Consulting-grade Business Process Analysis and Definition

Systems Engineer

System Design and Data Modelling

Project Lead

Roadmap Tracking and Stakeholders Onboarding

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

Related Quotes 2

Reference

Descritpion

Mode

Currency

Total Value

Q-14845

SRS: Online Portal - SaaS CRM Integration

One-Off

MUR

119,760.00

#estimate

MVP: Back End Design & Integration

One-Off

MUR

250,000.00

#estimate

MVP: Front-End Implementation

One-Off

MUR

150,000.00

#estimate

Ongoing Improvement

Monthly

MUR

15,000.00

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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