---
# System prepended metadata

title: Portal Web App Proposal - v2
tags: [proposal, Ronbow, ruoxi]

---

### Project Proposal

#### Project Title: Portal Web App
#### Proposing Entity: Ronbow
#### Date of Proposal: [Current Date]
#### Project Start Date: 2023/10/04
#### Project End Date: 2024/02/01
#### Proposed Budget: $200,000

### Executive Summary

Ronbow seeks to streamline its internal processes, particularly those involving customer interactions, design creation, agreement signing, and transaction recording, through the development of a unified web application named "Portal". The Portal Web App aims to centralize various tasks, reducing the need for employees to navigate multiple applications and thereby enhancing operational efficiency.

### Problem Statement

Current workflows at Ronbow involve utilizing multiple platforms for various stages of customer interaction and transaction management. This dispersed approach leads to inefficiencies, potential miscommunications, and an increased likelihood of errors, as employees navigate through different platforms such as Communication Tools, Design Studio, Hubspot, Google Drive, and Netsuite.

### Project Objectives

1. **Centralization of Tasks:** Unify multiple tasks into a single platform to streamline workflows.
2. **Enhanced Communication:** Facilitate seamless communication between internal teams and customers.
3. **Efficient Data Management:** Ensure efficient data flow and management across different departments.
4. **Improved Customer Experience:** Enhance customer interaction and satisfaction by providing a streamlined process.

### Project Description and Architecture

#### Architecture Overview:

- **Data Source Level:** Ingest data from various APIs and systems.
- **Data Management:** Employ a data lake, ETL processes, and a data warehouse to manage and utilize data effectively.
- **User Interface:** Develop distinct UIs for various user types (Home Owner, Trade Pro, Designer, etc.)
- **Server Side:** Utilize API interactions between the client and server side, with a backend database cluster for real-time data storage.
- **External Communication:** Enable data exchange with external users and systems.

#### User Flow:

1. **Design Initiation:** 2.5 hours for initial design and form creation.
2. **Customer Communication:** 45 minutes for understanding and aligning with customer requests.
3. **Draft Creation:** 3-4 hours for the first version draft and 2 hours for proposal creation.
4. **Initial Payment:** Customers pay $1500 or 50% for the first draft.
5. **Customer Review:** Approximately 5 days for customer contemplation.
6. **Finalization:** 1-hour internal meeting post-customer approval and receipt of full payment.

### Budget Allocation

Given the complexity and the various components involved in the Portal Web App, a tentative budget allocation is as follows:

1. **Project Management:** $25,000
   - Ensuring timely delivery, coordinating between stakeholders, and managing risks.
   
2. **Development (External Contract Team):** $100,000
   - Including frontend, backend, API integration, and testing.

3. **UI/UX Design:** $20,000
   - Ensuring user-friendly and intuitive interfaces for various user types.

4. **Data Management and Integration:** $30,000
   - Ensuring seamless data flow, storage, and retrieval across the platform.

5. **Security and Compliance:** $15,000
   - Ensuring data protection, privacy, and adherence to regulatory standards.

6. **Testing and QA:** $15,000
   - Ensuring the platform is bug-free, stable, and performs optimally.

7. **Contingency (Approx. 5%):** $10,000
   - Addressing unforeseen challenges or scope changes.

8. **Training and Documentation:** $5,000
   - Ensuring that users and administrators understand how to utilize the platform effectively.

### Milestones and Timeline

- **Milestone 1:** Project Kickoff and Planning (1 week)
- **Milestone 2:** Development Phase 1 – Core Functionality (8 weeks)
- **Milestone 3:** Development Phase 2 – Additional Features and UI Implementation (8 weeks)
- **Milestone 4:** Testing and QA (4 weeks)
- **Milestone 5:** User Training and Documentation (2 weeks)
- **Milestone 6:** Go-Live and Post-Launch Support (2 weeks)

### Risks and Mitigation Strategies

- **Scope Creep:** Strict adherence to the defined scope and managing changes via a structured change management process.
- **Data Integration Challenges:** Employing expert data architects and ensuring thorough testing of data flows.
- **Delayed Timelines:** Regular progress tracking and employing additional resources if required.

### Conclusion

The Portal Web App stands to significantly enhance Ronbow’s operational efficiency by centralizing tasks and facilitating seamless communication and data management across various departments and external systems. With a structured approach to its development and implementation, Ronbow can expect to deliver an improved and streamlined experience to both its employees and customers.

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