where our products are headed and how they will work with each other
TRANSCRIPT
BuilderMT andSales Simplicity
Product Road Map
Where our products are headed and how they will work with each other.
BuilderMT & Sales Simplicity2013 Client Conference
WMS◦ Core workflow client – Windows client/server◦ REST API client and event generator◦ Accounting, Sales and Estimating agnostic.◦ Maintain and Improve
BuilderMT Cloud New Platform for BuilderMT applications◦ SAAS/REST technology◦ Hub for sharing data with anyone
BuilderMT Products Overview
Integration Layer◦ Active collaboration projects with Business
Partners◦ Open source SDK for firing and listening for
‘Events’◦ Data transfer XML and Json de-serializers included◦ No more ‘sends and receives’
BPM◦ WEVO our recommended consultant
Reporting◦ Crystal◦ Liberty Reports◦ Report Builder
BuilderMT Products Overview
◦ Maintain and Improve existing modules with advisory groups
◦ Multi Unit Scheduling◦ Model Options Manager
Build estimating DB in WMS Custom Option Estimates on WMS
◦ Accounting Integrations/Events (NAV & Sage 300)◦ Estimating Integrations/Events (Pipeline)◦ Sales Integrations/ Events (Sales Simplicity)
WMS Core Product
Models and Options – More Features Coming Integration to WMS Data Archiving – New Product Portals and Collaboration
◦ Messaging Portal (new)◦ Trade Portal (port)◦ Superintendent Portal (port)◦ Mobile Scheduling (port)◦ BuilderMT Cloud will host Portals for clients
Jobs, Suppliers, Contacts, Customers, etc
BuilderMT Cloud
Business Partner Integration◦ Sales Simplicity◦ CG Visions/Pipeline◦ MS Dynamics (NAV)◦ Punchlist Manager◦ Avid and more….
Port remaining WMS Integrations to V4 Open secure integration (BMT Cloud &
WMS) Data archiving backup service to BMT Cloud New integration service to Sage 300 CRE
Integration Layer
How do we get there? Agile Scrum
◦ 4 week Sprints - Monthly Planning and Review.◦ Direct input from Product Owner/Advisory Groups◦ Monthly demo/acceptance/release.
User Story driven◦ Everything has a ‘Story’.◦ e.g. As a ‘Superintendent’, I need ‘to see just
today’s tasks with links when I open the portal’ so as ‘I save time searching between the different tabs’
Builder MT Development Plan
Sales SimplicityRoadmapProduct direction
for the next 12-18 months
BuilderMT & Sales Simplicity2013 Client Conference
Sales Simplicity X (Cross Platform Version) Integration Layers Legacy Application
Key Enhancement Areas
Sales◦ Immediate
Lot and Plan Selection Contract Generation
◦ Near Future Deposits Option Selection Mortgage Selection
◦ Longer Administrative Screens Bulk Data Updates
Sales Simplicity X
CRM◦ Immediate
Administrative Dashboard Realtor Blasting
◦ Future Sales Agent Dashboard Dynamic Tasks Power Dialing Additional Channels Dynamic Channels
Sales Simplicity X
Tight/Active Collaboration with BuilderMT 3 Major Initiatives on the New Integration
◦ Full Schedule of Key Option Activities◦ Custom Options – 4 step process◦ Scattered Lots
Integration Layer
Just Released◦ Lot/Option Matrix◦ Lot – Option Pre-Plotting◦ Sub-Statuses
Upcoming◦ Square Footage for Options◦ Icons on Topo for Sub-Statuses◦ Spec Home Approval – Lock◦ Stipulation Modification Tracking
Legacy Application
Agile Development◦ Puts the right developer on the right project
Automated Testing
Methodology
Slide deck Updated 9/24/13For an updated file see https://www.dropbox.com/s/dutc0y7j6izorsk/SSS-2-Product%20Roadmap.pptx