ES Project Brief for Lightosphere

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Background

Lightosphere is 100% Australian owned and operated business based in Sydney, NSW. It specialises in sale of designer lights like Chandeliers, Ceiling lights, Kids lamps and Wall lamps etc. Lightosphere mostly sells its goods through online retail channels. However, due to its growing wholesale customer base it now requires solution to better manage its B2B sales opportunities and order management for its Partners like electricians, builders and lighting contractors.

Project Objective

This Project aims to capture Lightosphere’s business requirements in order to build a B2B CRM solution. The solution must serve as a single source of truth for effectively managing the Customer Information, Contact Information, Sales Opportunity Information, and Quote & Invoice Management & Order Information with reporting capabilities.

Desired Outcomes

• Understand the Lightosphere’s business requirement and document the processes to implement proposed CRM solution deployed in Cloud.
• The new system must be scalable and easily adaptable to changing requirements.
• The CRM system developed is easy to use in maintaining & managing Customer & Contact Data, Sales & Order data. There must be an integration with the invoicing system as post sale process.
• Fast easy to use cloud powered business analytic services

Project Scope

Inclusions:

1. Design of the system should be Secure, durable & scalable with an object storage platform
2. Project documentation for the system process requirements
3. The information system should be able to perform the below:

• Customer management
• Contact management
• Sales Opportunity Management
• Interaction/Activity Management
• Product Management
• Sales Opportunity Management
• Quote & Invoice Management

4. Information management & reporting for managing the below functions

Customer & Contact Management

• Create and maintain Customer & Contact information
• Segment Customers based on the Geographic location
• Link Contacts with the specific Customer and identify their role of influence for e.g. Decision Maker, Influencer, preferred contact etc.

Activity/Interaction Management

• Create Activities & Customer interactions & manage them e.g. Meetings, Outbound Calls, Inbound Calls, Email interactions etc.

Product Management

• Create and maintain Product Catalogue & Product related information

Sales & Order Management

• Create & manage Sales Opportunities
• Create & Manage Sales Orders
• Fulfilment of Sales Orders

Quotation & Invoice Management

• Quotation & Invoicing should be integrated Sales Opportunities & Sales Orders

Reporting

• Reporting capability needs to be built to report on all the above specified entities: Customers, Contacts, Sales Opportunities, Sales Orders, Generate Quotes & Invoices

Constraints and Assumptions

• Alternative workable solution needs to be provided if any deviation from any of the points of the desired outcomes
• Performance tuning of the system needs to be performed in the warranty period
• Penetration and or security recommendations will be provided at the end of the project

Project Tolerances

• TBD

Key Users

• Sales Consultant
• Sales Manager
• Sales Director

Interface

• Integrate with existing web portal

Project Structure

• Project team should determine the structure and internal roles according to Methodology chosen.

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