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# System prepended metadata

title: GMV-NA Updated Proposal

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# GMV-NA Updated Proposal

## Executive Summary

GMV-NA is a new company…that is simplifying the purchase of elevators / lifts for the home, and eventually the commercial market. They are doing this by "kit-ifying" home elevators based on data input by Customers in an online configuration tool. 

An in-depth analysis of the problem and our understanding of what needs to be solved, how and why, can be found in the Proposal Document. 





For the purposes of this proposal, the following terms will be used:

**Customer** - Lift (Elevator) Company = GMV-NA Customer

**Client** - Lift (Elevator) Company's Customer

**Input Data Sheet (IDS)** - Online Configurator that accepts all data unique to a particular Client Project. 

**Bill of Material (BOM)** - This will be a standard electronic template “BOM” and will be populated based on the inputs made by the Customers data entry person on the IDS. The BOM will provide the customer with the cost of material from GMV-NA + transport cost from GMV-NA to Customer location +  any user taxes. 

**Offer to Client (OtC)** - Professional looking document that Customers will use to present all pertinent information required for decision making to the Client. 

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***Note:*** *Items marked with **1 asterisk (\*)** denote features or functionality that is planned, but may not be ready for Jan 1st launch date. Items marked with **2 asterisks (\*\*)** denote features or functionality we think might be beneficial in the future, but will need to be discussed more thoroughly before a plan is created to execute them.* 

### Website, Configurator and Account Management

- The Configurator and Customer Account functionality will be available only through the GMV-NA website for the Jan 1st, 2020 launch date. We could create the illusion of the Configurator being part of the Vertechs (or other company websites) by creating a redirection to GMV-NA Configurator page.  
- New GMV-NA Customers will only be able to create accounts via a GMV-NA representative. Initially this will be at in person events hosted by the GMV-NA Director of Operations. At this time it is not desired to have a way for new Customers to create accounts online.

Though it has already been noted, this point is so essential it is worth highlighting again. It is important to keep in mind the distinction between the **Customer Account** & the **Client Record**. 

**Customer Account** (GMV-NA's customer) - each elevator company will only have one account, with one login and password. If there are multiple locations, these will each have their own separate account. For example, Vertechs Canada and Vertechs Florida would be 2 separate accounts and not be related in any way within the system. 

**Client Record** (Elevator Company's Customer) - each Client, or prospective Client, would be created as a new "record". At this time is it not required to permit Clients to login to the system. All data inputs, and modifications to this data, will be performed by the Customer that created the Record. 

#### Customer Account
The **Customer Account** will maintain the following information:
  - Company Name (ie. Vertechs)
  - Company Address
  - A section where they can access "Offers to Clients".
      - For the OtC, certain sections will need to be provided by the Customer to GMV-NA for approval and inclusion in their OtC Template. This information can be given to GMV-NA via email, file sharing or by discussing in person or over the phone. A GMV-NA representative will update this in the Customer's Account (the Customer will not have the ability to edit these sections themselves). This information will be automatically populated in the Offer to Clients. These sections include:
          - Terms & Conditions
          - Payment Schedule
          - "About Us" or other Company Info Section 
          
      - Within the "Offers to Clients" section, the Customer will be able to:
      
          - View, Edit and Save - Open "Offers to Clients"
              - Open Offers will include a "save as PDF" function. This will provide a PDF document that can be emailed to Clients as an attachment or printed. 
          - View - Closed (not accepted) "Offers to Clients"
              - John would like future functionality to allow the sharing of proposals that were not accepted with GMV-NA, for analysis and recommendation purposes. 
          - View - Accepted Offers to Clients 
      
          

#### Offers to Clients

Each OtC will include both the Customer logo and GMV-NA logo. Placement and sizing TBD. 

**Company Information**

- Each OtC will autofill the Customer information, such as Customer Company Name, from the account it is made in. 
- Created By - There will be the ability to include a specific employee at the Customer Company who created the Offer, and that employee's corresponding email, should there be multiple salespeople. 
  - It was discussed that there should be salespeople "sub-accounts" - a separate login for each salesperson, where the Admin (main Customer login) can see data of all salespeople, but each salesperson can only see their own Offers. 

**Client Information**

- A list of **Clients** the Customer has already set upon the system will pop up to allow selection from current list of Clients. There will also be the ability to "Add New" for Clients whose details are not yet in the system.
  - If a Client is selected from the pop up list, the data stored in the system, such as Client Name, Address, etc., will be automatically filled in.
  - If "Add New" is selected, a screen will be shown wherein the Customer will need to fill in the New Client data, thus creating a new Client in the system. This information will then be autofilled in the Offer.
  
- The basic Client Account Data will include fields for the following:

  - Company Name

  - Address

  - Contact Person

  - Phone Number (main, cell) 

  - Email(s)

  - Website

    

**Project Information - IDS**

Customers will be prompted to enter the following data when creating a "New Offer" for a Client. (Note - the Client information will be automatically included once the Client is selected.):
  - Project Name
  - Project Address
      - Project County (can autofill based on Zip or Postal Code)
  - Date
  - Manual input of some unique record keeping ID for the Customer's bookkeeping (ie. an Offer Number)
  - Elevator Data Input (The Configurator)
  - An automatically generated "Job Number" or "Project Number" for GMV-NA 

It is possible, and likely probable, that Customers will begin to use this system as their main Client record keeping system. The Customers will have full ownership over this data and it will be stored in an non-proprietary format, which they are free to export at any time. This is an additional value add for Customers. 



#### Responsibilities

##### GMV-NA



##### Truebase
