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