Architecture, design process, detailed work plan
Initial Development and
Deployment
Item Description
1 Strategy and architecture
consulting
2 Solution configuration Installation and configuration of software on servers
and deployment
3 Consulting Reports
development and
workflows
Maintenance and support
Item
1 Consulting Reports
development and workflows
a) Determine system requirements
b) Designing framework for processing information based
on the given requirements and the nature of the data
a) Meeting
We will meet to discuss the questions you would like to
answer using the data and identify the corresponding
data generating activities and workflows. The output of
these meetings will be the following:
Report templates
Data collection form templates.
Workflow diagrams
b) Implementation
Configure data collection tools according to the
data collection form templates
Configure system to produce reports according
to the report templates
Configure workflows
c) Testing
d) Training manuals
e) Application and system documentation
Description
a) Meeting
We will meet to discuss the questions you would
like to answer using the data and identify the
corresponding data generating activities and
workflows. The output of these meetings will be the
following:
Report templates
 Data collection form templates.
Workflow diagrams
b) Implementation
Configure data collection tools according to
the data collection form templates
Configure system to produce reports
according to the report templates
Configure workflows
c) Testing
d) Training manuals
Application and system documentation

2 Resource management a) Management of servers and IT resources

b) System administration

3 Application maintenance Backups, Upgrades, Bug fixes, Testing

5 Hosting services a) Server management or IT resources;

b) Backups, upgrades, bug fixes;

Notes on ongoing maintenance (comprehensive technical support)

1. Dedicated support teams with direct experience with the deployed environment to
accelerate response speed and issue resolution.
2. Full service 24x7x365 with issue resolution support via telephone, email and an online
trouble ticketing and issue resolution knowledge base. Customer Support Center with
Web Portal interface for placing new requests, tracking existing requests, and
researching FAQs.
3. Training and change management
4. Entitlement to all major, minor and maintenance version releases for the CRM
management solution
5. System health management
6. On going customization needs of representatives and sales managers.
7. Hosting and Support
a. Server management or IT resources;
b. Backups, upgrades, bug fixes;
 8. Two instances of the CRM system will be maintained one each for production and
testing. Training of staff and trying new features can be done on the testing environment
without impacting on the production environment.

Our understanding of brief and requirements

. One of the most important assets of a sales force is its information. This asset is used for two
purposes: operational record keeping and decision making. CHAI's needs a robust CRM tool to
capture sales information on the following:

Representatives and managers

Health Care Providers (HCP)
Products
Sales
Key messages and promotional items
Calls
Plans
Regions and territories

The CRM tool should also have visualization and reporting capabilities and workflow logic that
meets CHAI's business requirements (for example, sales planning).

Basic Architecture

The solution we propose consists of three layers

Layer I: In the first layer we will have the User interface components. This includes any device
which will be used by a user to interact with the CRM in order to perform his/her duties. A user
interface component can be a browser running on a PC or laptop or a mobile device with
appropriate capabilities.

Layer II: In the second layer we will have the Workflow and Business Intelligence modules.

Layer III: In the third layer we will have CRM integrated with GIS and Inventory management
modules. These two modules will manage the data captured on the following:

Representatives and managers

Health Care Providers (HCP)
Products
Sales
Key messages and promotional items
Calls
Plans
 Regions and territories

The entire solution will primarily be built using open, flexible and extensible frameworks such as (Android,
SugarCRM, Drupal, etc). Drupal and SugarCRM can be easily bent and twisted to solve whatever needs
your organization has. We're able to provide deep integrations into the Microsoft Office suite using java,
php, python, .NET and many other technologies. Through web services will provide a clean, non-invasive
way to interact with the CRM tool.