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BuilderMT and Sales Simplicity Product Roadmap

BuilderMT and Sales Simplicity Product Roadmap. Where our products are headed. How they will work with each other. Three BuilderMT Product Groups. Workflow Management Suite (WMS) BMT Cloud & Portals Integration Layer (API). BuilderMT Initiatives. Builder Integration Framework

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BuilderMT and Sales Simplicity Product Roadmap

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  1. BuilderMT and Sales Simplicity Product Roadmap Where our products are headed. How they will work with each other.

  2. Three BuilderMT Product Groups • Workflow Management Suite (WMS) • BMT Cloud & Portals • Integration Layer (API)

  3. BuilderMT Initiatives • Builder Integration Framework • Shared .NET Codebase. • Managed by AspenoahLLC • Includes all communication framework and configuration standards • Allows integration partners to define their own ‘Events’ and datatypes • Other integration partners including BuilderMT can ‘Listen’ for these Events and receive data updates.

  4. BuilderMT Product Goals • Maintain and Improve Core Workflows based on input from our customers • Leverage our Core Workflows in the BMT Cloud • Continue to build infrastructure and partnerships for seamless integrations • Maintain technology leadership for the benefit of our customers

  5. WMS – Workflow Management Suite Modules • Purchasing • UI Update: Flexible Views/Filters • Import Estimates – BMT Cloud Portable format (.xls) • Pending Estimates – Templates/Reports/Custom Options • Improved Takeoff – eTakeoff integration • Option-specific Costs – reduced DB size • Cost Management in BMT Cloud • Bid Management in BMT Cloud • Custom Options and Variance POs in BMT Cloud

  6. WMS – Workflow Management Suite Modules • Scheduling • Multi Unit Scheduling Enhancements • Resource allocation • Improved Performance and Charting • Improved integration with Purchasing • Default Supplier assignment • Scheduling of Variance Purchase Orders • Update UI/Grids • Move selected functions to BMT Cloud portals

  7. WMS – Workflow Management Suite Modules • Sales Pricing • Continue to build out web services integration • Master Options to Sales Center • Reduce number of Options at Division level • Move defaults to MoM/Estimating DB • Plan and Option Types • Series/Spec levels • Rooms/Areas • Option Rules integration • Improved handling of Sales Configuration changes and incentives

  8. WMS – Workflow Management Suite Modules • Models and Options Manger • Import/Export in Portable format (.xls) • In-place editing/creation of items • Improve Copy/Rename Options • Global Search and Replace • Incorporate Accounting and Area defaults for faster setup of new Company/Division • Build out Web Services integration

  9. WMS – Workflow Management Suite Modules • Accounting Integration • Build out Web Services integration as required • Move all Sage 300 integration to service layer • Collaboration • Integrated collaboration client in WMS desktop

  10. BMT Cloud • Integrated Portals (Trade and Super) • Collaboration • Models and Options Manager • eTakeoff • Cost Management & Bid Management

  11. Sales Simplicity Product Map • Sales Simplicity X • Integrations • Innovations • Legacy Application

  12. Sales Simplicity X • Promises from Last Year: • Lot and Plan Selection • Contract Generation • Deposits • Option Selection • Mortgage Selection • Administrative Dashboard • Realtor Blasting       

  13. Sales Simplicity X • Additional Enhancements Completed • Realtor Tags • Attachments (Compatible with Mobile/Tablets) • Counter-Offers • Support for Rules and Attributes • Stipulations • Web Visits • Quick Traffic • Be Backs • A Few Administrative Screens(Lots, Builder Setup, Master Reports, Mortgage Setup, Stages of Construction)

  14. Sales Simplicity X • Upcoming Features • Immediate • Spec Homes • Lot Reservations • Stages • Near Future • Dynamic Follow Up • Bulk Data Updates • Virtual Topo • Longer • Administrative screens

  15. Integrations • Builder Integration Framework • Done • Full Schedule Information • Upcoming • Real Time Lot/Job Creation from WMS • Real Time Custom Options from SSS • Creation of Scattered Lot/Job from SSS • Replacing More XML Integration Pieces

  16. Innovations • New Platforms • iOS App for Managers (Dashboards) • Will port to Android as well • New Technologies • Leverage Apple’s iBeacon for Location Tracking • New Functionality • Rapid Calling • Video Email

  17. Legacy Platform • New Enhancements • Spec Homes • Notes • Models • Commissions Enhancements

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