AU2008101141A4 - atOnce web 2.0 portal with integrated lead management & feedback loop - Google Patents

Description

get stuff done k 3 0;, < 0s n. I / 03 W -j r F C Qr 1O1, d] L AUSTRALIA Patents Act 1990 OtOAeC' get stuff done Complete Specification INNOVATION PATENT atOnce web 2.0 portal with integrated lead management & feedback loop atOnce web 2.0 portal with integrated lead management a '' & feedback loop get stuff done 1 The following statement is a full description of this invention, including the best method of performing it known to me; atonce.com.au is a web portal that incorporates web 2.0 methods and technologies to encourage user participation and collaboration and result in the formation of a community that generates content and a richer user experience when searching online for products and services. It differs from traditional online directories by providing not only search results, but also a lead generation component. Via an sms gateway, users can make a single request for several quotes based on a specific category, location, date and time and the 'atOnce system' will distribute that request to suppliers matching the requested criteria. Suppliers respond when they are able to fulfil the user requirements and pay a nominal fee (payment gateway) to opt in and receive the user contact details. This process is central to the business offering. The 'atOnce system' exchanges and distributes contact details to both parties and logs a unique job number. The services are negotiated between the user and supplier and upon completion feedback is added to the system by both parties. Users are prompted to leave feedback and are blocked from using the atOnce system to make further requests until such time as the feedback information completed. Error! Reference source not found.

atOnce web 2.0 portal with integrated lead management e & feedback loop get stuff done Table of Contents 1 THE FOLLOWING STATEMENT IS A FULL DESCRIPTION OF THIS INVENTION. INCLUDING THE BEST METHOD OF PERFORMING IT KNOWN TO ME: 2 2 PROJECT PURPOSE 5 2.1 PROJECT SCOPE 5 2.2 SOLUTION OVERVIEW 5 2.2.1 LEADS REQUEST 5 2.2.2 SUPPLIERS 5 2.2.3 APPRENTICESHIPS & TRAINEESHIPS 6 2.2.4 INDUSTRY GROUPS & ASSOCIATIONS 6 2.2.5 CONSUMERS & BUSINESS'S 6 3 FUNCTIONAL REQUIREMENTS 6 3.1 REQUIREMENT CATEGORY 1- "U5ER" 7 3.1.1 CATEGORY 1A -SEARCH AND RESULTS PAGE'S 7 3.1.2 CATEGORY 1B - DSA LISTINGS - PURCHASED DATA 7 3.1.3 CATEGORY 1c-SUPPLIER LISTING-OPTED IN 8 3.1.4 CATEGORY ID -SUPPLIER FULL BUSINESS LISTINGS - CREDIT CARD MEMBERS 8 3.1.5 CATEGORY 1E -SIGN UP 9 3.1.6 CATEGORY IF - JOB REQUEST (QUOTE) 10 3.1.7 CATEGORY IG -FEEDBACK 10 3.2 REQUIREMENTS CATEGORY 2 - "SUPPLIER" 11 3.2.1 CATEGORY 2A - FREE LISTING, SIGN UP 11 3.2.2 CATEGORY 2B - ACCOUNT DETAILS 12 3.2.3 CATEGORY 2c - FULL MEMBERSHIP, SIGN UP 13 3.2.4 CATEGORY 2D - DASHBOARD, FRONT PAGE 13 3.2.5 CATEGORY 2 E - DASHBOARD, BUSINESS PROFILE 14 3.2.6 CATEGORY 2G - DASHBOARD, TENDERS 14 3.2.7 CATEGORY 2H - DASHBOARD, PUBLICATIONS is 3.2.8 CATEGORY 21- DASHBOARD, SEARCH WORDS 16 3.2.9 CATEGORY 2J - DASHBOARD, APPRENTICE 16 3.3 REQUIREMENTS CATEGORY 3 - "FOR ASSOCIATIONS" 16 3.3.1 CATEGORY 3A - ASSOCIATION SIGN UP 17 3.3.2 CATEGORY 3B - ASSOCIATION DASHBOARD, HOME 18 3.3.3 CATEGORY 3C - ASSOCIATION DASHBOARD, POSTS 18 3.3.4 CATEGORY 3D - ASSOCIATION DASHBOARD, FEEDBACK 18 3.3.5 CATEGORY 3E - ASSOCIATION DASHBOARD, SEARCH WORDS 18 3.3.6 CATEGORY 3F - ASSOcIATION DASH BOARD, LISTING 19 3.3.7 CATEGORY 3G - ASSOCIATION, ACCOUNT DETAILS 19 3.4 REQUIREMENTS CATEGORY 4 - "MY CAREER" 19 3.4.1 CATEGORY 4A - CAREER LISTING - SIGN UP 19 3.4.2 CATEGORY 4B - A&T ACCOUNT DETAILS 21 3.4.3 CATEGORY 4C - A&T DASHBOARD, HOME 21 3.4.4 CATEGORY 4D-A&T DASHBOARD, POSTS 21 3.4.5 CATEGORY 4E - A&T DASHBOARD, PUBLICATIONS 21 3.5 REQUIREMENTS CATEGORY 5 - "FOR FRANCHISES" 22 3.5.1 CATEGORY 5A - FA, SIGN UP 22 3.5.2 CATEGORY 5B - FA ACCOUNT DETAILS 23 3.5.3 CATEGORY Sc - FA DASHBOARD, HOME 23 3.5.4 CATEGORY SD- DASHBOARD, FRANCHISE PROFILE (LISTING) 24 3.5.5 CATEGORY SE - FA DASHBOARD, TENDERS 24 3.5.6 CATEGORY SF - FA DASHBOARD, POSTS 25 3.5.7 CATEGORY 5H - FA DASHBOARD, APPRENTICE 25 3.6 REQUIREMENTS CATEGORY 6 - (SYSTEM WIDE FEATURES) 26 3.6.1 CATEGORY6A-SIGN IN 26 3.6.2 CATEGORY 6a - SIGN OUT 26 3.6.3 CATEGORY 6C - FAQ 26 3.6.4 CATEGORY 6D -TOP NAVIGATION 27 3.6.5 CATEGORY 6E - BOTTOM NAVIGATION 27 3.6.6 CATEGORY 6F - SEARCH BAR NAVIGATION 27 atOnce web 2.0 portal with integrated lead management at & feedback loop get stuff done 3.7 REQUIREMENTS CATEGORY 7 - "OPERATORS" 28 3.7.1 CATEGORY 7A -OPERATOR, SIGN UP 28 3.7.2 CATEGORY 7a - FA ACCOUNT DETAILS 28 3.7.3 CATEGORY 7C -OPERATOR DASHBOARD, HOME 28 3.7.4 CATEGORY 70 - OPERATOR DASHBOARD, REQUEST QUOTE 28 3.7.5 CATEGORY 7E - DASHBOARD, TENDERS 29 3.7.6 CATEGORY 7F - OPERATOR DASHBOARD, MEMBER ADMIN 29 3.7.7 CATEGORY 7G - FEEDBACK 30 3.7.8 CATEGORY 7H - DASHBOARD, SEARCH WORDS 31 3.7.9 CATEGORY 71- DASHBOARD, LISTING 31 3.8 REQUIREMENTS CATEGORY 8 - "SYSTEM ADMINISTRATORS" 32 3.8.1 CATEGORY 8A - SU, SIGN UP 32 3.8.2 CATEGORY 8B - SU DASHBOARD, TENDERS 32 3.8.3 CATEGORY 8C - OPERATOR DASHBOARD, MEMBER ADMIN 33 3.8.4 CATEGORY 8D - FEEDBACK 33 3.8.5 CATEGORY 8E - DASHBOARD, SEARCH WORDS 34 3.8.6 CATEGORY 8F - DASHBOARD, LISTING 34 3.9 BUSINESS REQUIREMENTS 35 3.9.1 OVERVIEW 35 3.9.2 SEARCH - REQUEST MATCHING 35 3.9.3 TENDERS 36 3.9.4 CATEGORIES AND SUB-CATEGORIES 36 3.9.5 POSTCODES / COUNCILS / COUNCILS "NEXT DOOR" 37 3.9.6 FEEDBACK AND RATING 37 3.10 SOLUTIONS OVERVIEW: 40 3.11 SrrE MAP 40 3.12 DESIGN INTERFACE REQUIREMENTS 41 3.12.1 REQUEST MATRIX 42 3.12.2 KEYWORD MATCH 42 3.12.3 SERVICE REQUEST DESCRIPTION 42 3.12.4 AUTO ASSOCIATION AND SELF-LEARNING 42 3.12.5 REQUEST TIMING 42 3.12.6 No OF REQUEST REQUIRED . 43 3.12.7 TENDERS 43 3.12.8 THIS PROCESS IS OUTLINED BELOW' 43 3.12.9 CATEGORIES AND SUB-CATEGORIES 44 3.12.10 FEEDBACK AND RATING 45 3.13 BUSINESS PROCESS 45 3.14 INTERNAL DATABASE REQUIREMENTS 46 3.14.1 DATABASE DESIGN FOR: 46 3.14.2 APPLICATION ENTERPRISE ARCHITECTURE 46 3.14.3 INTEGRATION REQUIREMENTS 47 3.14.4 KEYWORD SEARCH (ALSO KNOWN AS SEARCH WORDS) 47 3.14.5 COMMON CONSTRAINTS 47 3.14.6 AJAX (ASYNCHRONOUS JAVASCRIPT & XML) 47 3.14.7 CSS - CASCADE STYLE SHEETS 48 3.14.8 3"" PARTY API'S. 48 3.14.9 GOOGLE MAPS API 48 3.14.10 TELERIK AJAX COMPONENTS 48 3.14.11 MESSAGE MEDIA SMS GATEWAY API 48 3.14.12 SECURE PAY TRANSACTION GATEWAY API 48 3.14.13 SMS GATEWAY 48 3.14.14 CREDIT CARD TRANSACTION GATEWAY 49 3.14.15 AUDITING OF USERS 49 3.14.16 PRIVACY 49 3.14.17 SECURITY 49 3.14.18 SSL-SECURESOCKET LAYER 49 4 THE CLAIMS DEFINING THE INVENTION ARE AS FOLLOWS: 50 5 ABSTRACT 51 atOnce web 2.0 portal with integrated lead management atO no & feedback loop get stuff done 2 Project Purpose The atOnce portal allows customers to quickly locate quality Suppliers, and receive jobs from several interested parties. 2.1 Project Scope This document is written and is to be followed implicitly for the building of Beta I of the atOnce web portal. This document contains information about methodology in design, development and implementation; it also outlines specific details about the functionality and processes. Each section of this document is identified by a code number and is to be followed and crosschecked throughout the building process. Everything in this document is in Scope for Beta 1 Release. This document supersedes all previous documents and if features are not in this document they will not be in scope or produced for Beta I Release. 2.2 Solution Overview Context Diagram or simple solution architecture of the Project components: atOnce.com.au is a unique portal giving Customers the ability to quickly and easily source Suppliers eager to win their business - simply by making a single brief enquiry online or by phone. Suppliers wvho are genuinely interested in delivering quality services will compete to win their business. Customers are assured that Suppliers will only respond if they are in a position to provide that service, and will therefore deliver the best value every time. This is achieved because Suppliers only pay for leads they are interested in quoting (pay as they go). They are therefore committed as they have paid for that lead. Secondly, should they fail to deliver the services as quoted the Customer is able to post feedback against the Supplier - hence, empowering Customers to compare assigned providers. Suppliers will only ever compete against a maximum of three other Suppliers, and leads generated are issued randomly, irrespective of the size of the Suppliers business - everyone gets a fair go! The atOnce portal is fully automated leads generation and management system, split into the following sections: - Leads request - Suppliers - Apprentice / Traineeships - Industry Groups 2.2.1 Leads request Allows private and company representatives to request commercial and domestic leads from 'thumb' rated local community based Suppliers. The system is free for users. Users must sign-up with their email address, mobile phone number to become a member. 2.2.2 Suppliers Suppliers are individuals or representatives of companies wanting to supply domestic and/or commercial services within a specified region (Council Boundary). A fee is charged to the supplier upon acceptance of a lead. Larger service areas are available at a fee. The system allows suppliers to view their statistics and fully manage their availability to work on their own terms. The supplier, to enable the atOnce system to charge any lead acceptance fees and industry association membership fees, must provide credit card details Suppliers are also able to view industry tenders, find apprentices, find industry specific information and standards and read industry publications.

atOnce web 2.0 portal with integrated lead management otcex & feedback loop et stuff done 2.2.3 Apprenticeships & Traineeships The apprentice and traineeships section allows users to upload their personal information in conjunction with their availability, skils and service area to match the required position with their skills (or interest realm). This is a free service. 2.2.4 Industry Groups & Associations Industry groups is a section where groups of the industry e.g. plumbers association can upload and manage their members and associated publications free of charge on the proviso that atOnce can utilise their members to sell their services through the system. atOnce will promote industry membership through targeted means, Industry groups and Associations are expected to provide assistance and support to members usinq the portal, including sign-up', queries, and news. 2.2.5 Consurners & Business's Consumers and business's will also be able to complete a standard search of the Suppliers who have joined the system as well as "non-active" members who are in the system but have yet to opt-in. Consumers will then be able to retrieve company information as well as location and telephone numbers. More details are available for retrieval and searching of suppliers who are members. 2,2.6 Franchises Franchises are able to create a profile at an Operators level. The will be able to communicate relative business information via their dashboard to better manage their franchisees. This will assist them in delivering more work to their network and valuable insight should they miss opportunities. They will assist in signing franchisees and updating profile information. They too can use the request features as a user. 2.2.7 Charities, Not For Profit & Non Profit atOnce will donate 5%- 10% from every dollar earned (fee from supplier), to charity. Consumers dive the process by making a request, upon doing so they are asked to nominate a pre-qualified charity to donate to. This costs the consumer nothing, atOnce will allocate the funds from the revenue earned and distribute them upon completion of the request. A confirmation is sent via email to the consumer outlining the job details, suppliers allocated and information abnut the charity chosen (new members). Consumers are required to leave feedback in relation to their request (eBay Model), this mandatory process is critical in improving our service and rating our suppliers. Such information is openly displayed on the site. Charities are able to create profiles within the site, this would include general information about the charity. They are able to manage their members including 'new members' and distribute news and events with ease. Carities are also able to use the request features like any other member. Charities are responsible for maintaining their profiles within their space.

atOnce web 2.0 portal with integrated lead management e~k & feedback loop gestufi done 3 Functional Requirements 3.1 Requirement Category 1 - "User" The "User" is defined as anybody using the search and request functionality on the atOnce site. For a person to lodge a request for a service, they will have to become a member of atOnce. Search requires no membership. 3.1.1 Category la -Search and Results oage's Ref. Requirements 0001 User should be able to search for any business name 0002 Users should be able to search for any service and or product 0003 Users should be presented with no more than 20 records per page of results amid Opted in suppliers at the top of the search results then bought supplier data 0004 Users should be able to click the corresponding search results page number to take you there as well as back and fortn buttons for browsing 0005 Results should be weighted on full supplies' firt then listing suppliers then lastly non opted in businesses from purchased database. 0006 Listed members (opted in but not full members) should not have a rating hand at all as they do not get leads and cannot be rated. 0007 Full members that receive leads should display their aggregated rating (hands) as well as display "Not Rated" if no rating has been done. 0008 Full members get a slogan text above their company name. 0009 Opted and full members should be able to upload and display their logo instead of the atOnce Swifty (Running Man). 3.1.2 Category lb - DSA Listings - Purchased Data Ref. Requirements 0001 User should be able to view company narne and the following details where available: 0002 Users should view and navigate maps of the supplier location. 0003 A user should be able to click print >> button that takes you to the print preview screen and makes all the background disappear. The atOnce logo should be clearly illustrated and printing in portrait format. 0004 These companies should not have their logo displayed. .0005 The fields should be: Address: Phone: atOnce web 2.0 portal with integrated lead management ot vnce~k & feedback loop getstuffdone Ref. Requirements Fax: Mobile: Email: (this will be v2 as we would require a full email solutions to stop phishing of email addresses) Website: 3.1.3 Category Ic - Supplier Listing - Opted In Ref. Requirements 0001 User should be able to view Opted-In Suppliers Company name or suppliers name if they are sole traders. Name and details where available are: Address: Phone: Fax: Mobile: Website: 0002 Users snould view and navigate maps of the supplier location. 0003 A user should be able to click print >> button that takes you to the print preview screen and makes all the background disappear. The atOnce logo should be clearly illustrated and printing in portrait format. 0004 These companies should have their logo (image) displayed in the top left corner if they have uploaded one. 3.1.4 Category 1d -Supplier Full Business Listings - Credit Card Members Ref. Requirements 0001 User should be able to view Full business Listings in wide format fitting the whole page in landscape ratio. Name and details where available are: Address: Phone: Fax: Mobile: Website: 0002 Users should view and navigate maps of the supplier location, The map should be situated in the bottom right hand coiner. 0003 A user should be able to click print >> button that takes you to the print preview screen and makes all the background disappear. The atOnce logo should be clearly illustrated and printing in landscape format.

atOnce web 2.0 portal with integrated lead management atC n ee & feedback loop ge stuffdone Ref. Requirements 0004 These companies should have their logo (image) displayed in the top left corner if they have uploaded one. 0005 The user rating should be clearly visible for consumers to make informed choices. 0006 Users should be able to clearly see the company image uploaded to the top right corner. 0007 Additional inform mation to make informed choices and depending on what suppliers have added are: ABN: I do: (categories and sub-categories) Description: Industry Membership: Insurance: Accreditations: 0008 Full members will be able to type in a slogan that appears above the Business name. 3.1.5 Category le - Sign Up Ref. Requirements 0001 User should be able to complete the form on a single page. 0002 User should be able to submit the form. 0003 User should receive confirmation email 0004 Confirmation email should include the activation link 0005 Users need to be able to click on the activation ink and activate themselves to be able to proceed to make requests. 0006 System should store the user's response against a Unique ID for activation 0007 A user must type in an automated security number to proceed for security, 0008 If a user does not activate it should laps after 14 days, 0009 The user must fill in the following information (with r) to be able to join and request quotes: Username: Password: * Confirm Password: * First Name: * Last Name: Mobile Number: Phone Number: atOnce web 2.0 portal with integrated lead management atAnc & feedback loop getsuffdone Ref. Requirements Email: - (for confirmation and communication) Street Address: Postcode: * Suburb: State: (auto suggest) Security Code: * 0010 A user must also agree to the terms and conditions to join atOnce. 3.1.6 Category if - Job Request (Quote) Ref. Requirements 0001 User should be able to complete the request on a single page 0002 User should be able to submit the request 0003 User should be able to submit additional information including photographs, plans / drawings which is included in the job request email to the SME / Supplier 0004 User should receive confirmation email of whicn supphers atOnce contacted (links to their profiles). Also a worst-case scenario of a search iink to the sear ch engine in case no suppliers were available that fitted the criteria. 0005 The user is required to submit the address of where the service is required together with the postcode. Suburb / State will be auto suggested from the postcode. 0006 The user requires to: Title the request by name. 0007 The user has to put in a brief description (no more than 160 characters due to it being sms'd) 0008 They will also be required to select what category / sub category they require the request from. E.g. Plumbers (This should be done by Ajax drop down from the 3m level sub-category). 3.1.7 Category ig - Feedback Ref. Requirements 0001 Once a user has committed to a job with a supplier and the supplier has finished the job it is encouraged by the system to close a job / lead by giving feedback to the system. This is encouraged by potential winnings of products such as I pods etc. 0002 User should be able to fill in the feedback and submit the form 0003 User should be reminded to fill in the feedback by email 0004 Confirmation email should include the following oata..

atOnce web 2.0 portal with integrated lead management gtnde & feedback.loop getstuff done Ref. Requirements 0OS User should be able to clck a link in the email to take them to a feedback page for a particular job that requires closure. 0006 The user requires to be able to see the details of the lead with the following info: Lead ID Supplier Narre Suporier ID 4343434 Lead Reference Name Date of Completion .0007 The feedback criteria rated 1-5stars should be as follows: Professionalism Timeliness Quality of Service Value for Money Cost S iroportarr to capture cost from customer so as to monitor value for SME 0008 User is prompted to select a Charity / NFP / NP after completing feedback, 5/10% (TBA) of the lead will be donated by atOnce..,both customer and SMF will be advised and thanked for respective contribution via emai' and/ oi SMS 3.2 Requirements Category 2 - "Supplier" A "Supplier" is defined as anybody opting in to the atOnce system to utilise the free listing or become a full member to receive job leads from consumers and / or other suppliers. 3.2.1 Category 2a - Free Listing, Sign Up Ref, Requirements 0001 Supplier should be able to complete the form on a single page 0002 Supplier should be able to submit the form 0003 Supplier should have to agree to terms and conditions to apply 00041 Supplier should have to type in an auto generated security code to complete the application. 0005 Supper should receive confirmation e-mail 0006 Suppliers should have to click on a link from the confirmation email to activate their recently signed up membership, 0007 Supplier should be able to use the system straight away after activation has been completed. 0008 The fields are: Username: atOnce web 2.0 portal with integrated lead management otO nc & feedback loop gel stuff done Ref. Requirements Password: I Confirm Password: First Name: * Last Name: * Mobile Number: * Phone Number: Email: * Street Address: Postcode: Suburb; State: What council do you service: Sub-category 1: Select Here Sub-category 2: * Select Here Company Name: I am; a sole trader: ABN: ABN Lookup Web Site: What industry association are you part of: Select Here Since: optional Optional: Number of years in operation: Number of employees: I have public liability insurance: yes or no amount: $ Expiry: attach copy: (.pdf, .doc, .tif) I have additional licences: upload: (.pdf .doc, .tif) select up to 4 different licences (fields) I have achieved additional awards: (.pdf .doc, .ti) select up to 4 different fields Provide three references (Name, Title & Company) and contact numbers - becomes default feedback settmg Key words: these are words that a supplier can add to identify their service group (ie: chippy, sparky) My Company Logo: Availability:' Business Hours Weekends 24H or Specific days & times I offer a: Domestic Commercial Service Product 3.2.2 Category 2b - Account Details atOnce web 2.0 portal with integrated lead management t nc otW'nce: & feedback loop get stuff done Ref. Requirements 0001 Suppliers should be able to complete changes on a single page 0002 Suppliers should be able to change their existing password 0003 Suppliers should be able to update all their initial data they entered on sign up 0004 Suppliers should be able to cancel this page and go back to the previous page. 0005 Full member suppliers should be able to amend their credit card details. 0006 Full members should be able to suspend the receiving of leads for e.g. when they are on holidays. (Note: .a supplier should be suspended from receiving leads if they do not respond to 5 or more consecutive leads) 3.2.3 Category 2c - Full Mernbership, Sign Up Ref. Requirements 0001 Supplier should be able to complete the form en a single page 0002 Supplier should be able to submit the form 0003 Supplier should be able to type in their credit card details 0004 Supplier should be asked to receive their leads via SMS and / or email 0005 Suppiier should receive confirmation email 0006 Confirmation email should include the following data, please refer to # f in the communications guide. 0007 Supplier should be able to respond to the confirmation email and log in to the dashboard 3.2.4 Category 2d - Dashboard, Front Page Ref. Requirements 0001 Supplier should be able to view aggregated data with low load implications for tracking before we design a separate reporting repository. 0002 Metrics tracked should be: Average No. Listing display per week Total leads cost My rating average No. of leads received No. of leads excepted Leads conversion rate Average no, of leads received per week atOnce web 2.0 portal with integrated lead management at Xtuncek & feedback loop get stuff done Ref. Requirements Earnings from leads Total Un-answered Leads 0003 A supplier should be able to view the leads they have accepted and see their status. 0004 The following info should be tracked and displayed: Lead tD (Unique lead identifier) Lodged (Date) Customer (Name reference) Lead Info (reference) My Job Rating (Job satisfaction rating by customer when closing job) Status (If lead has been completed = closed) 0005 By clicking on the lead it should expand from job name to the description. This should be done with Ajax and open up below the row. 3.2.5 Category 2e - Dashboard, Business Profile Ref. Requirements 0001 A supplier who wants to upgrade to a full membership from just a listing will require putting in their credit card details, It is free to join but suppliers will be charged 'r$ when accepting a lead. 0002 The fiids that should ce used ace: Insurance Company Name: insurance ABN: Insurance Policy NumDer: Insurance Coverage: $ Catch Phrase: Work Cover Policy Number. Industry Membership Numbei: Industry Expenence: (Open ended field max char) Accreditahon: Institution Name, Reference No Upload Image: (company promotions image) 3.2.6 Category 2g - Dashboard, Tenders Ref. Requirements 0001 Suppliers should be able to add new tenders 0002 Suppliers should be able to accept a tender to get the Tenderer info for a $ 0003 Suppliers should be able to browse existing tenders ,0! K ( atOnce web 2.0 portal with integrated lead management i.

1 i & feedback loop get stuff done Ref. Requirements 0004 Suppliers should be able to filter the tenders by location (local or all) 0005 Suppliers should be able to filter the tenders by their industry or all 0006 Tender links below should be able to be clicked and initially only stating tender description then when clicked opened up and show tender brief. This will use the same controllers as the leads info Ajax component from the home page of the dash. 0007 The fields should include: Street Address: Postcode: Suburb: State: New Tender Description: Tender Name: Tender Expiry Date: Type: Services / Products Service: Domestic / Commercial Tender Info: (Tender information open ended but limited to Xx no of characters) Upload tender documentation: eg: (.pdf / ,doc) 3.2.7 Category 2h - Dashboard, Publications Ref. Requirements 0001 Suppliers who are members of an industry association will be able to access their documents in a hierarchical structure 0002 Suppliers who are members of an industry association will be able to read its newsletters. It should also track if you have read a newsletter previously. 0003 The following info will be available for the Newsletter section: Newsletters Published Format Size Ive read it View atOnce web 2.0 portal with integrated lead management & feedback loop get stuffdone 3.2.8 Category 2i - Dashboard, Search Words Ref. Requirements .0001 Search words are designed to allow specific communities to add and vote on words that are specific to their industry segment. E.g. Sparky for Electricians. This will enable the waiting of the word Sparky be associated with all the electricians for the search / request engine. 0002 Key phrases from associated 3 d sub-category Anzsic codes should appear in the list as the basis of the industry section. 0003 Three stars are required to be added to the search index. This is done by voting of at least three different suppliers (or one operator) and is designed to eliminate non-essential words. This encourages membership participation and community building. 0004 There should he a hidden "bad words" dictionary to block the use of rude language. 0005 The columns should include: Key Search Words Votes (3=Approved) Status Vote For Vote Against 3.2.9 Category 2j - Dashboard, Apprentice Ref. Requirements 0001 Suppliers should be able to select browsing Apprentices and Trainees or both 0002 AP and TR should be able to browse local applicants only (by council) 0003 AP and TR should be able to select browsing in their specific industry or all industries. 0004 The AP and TR should appear at the bottom of the screen and the supplier should be able to click and expand each applicant in the same way as tenders and leads are expanded with Ajax controls, 0005 The columns should include: Resource (ID should clearly differentiate Apprentices and Trainees) Lodged Located In Brief Skills Description Previous Rating Status 0006 System should store the user's response against a Unique ID 3.3 Requirements Category 3 - "For Associations" atOnce web 2.0 portal with integrated lead management otc. nc & feedback loop get stuff done An "Association" is defined as anybody adding and acting as an Association Administrator (AA) opting in to the atOnce system to utilise the free listing. 3.3.1 Category 3a - Association Sign Up Ref. Requirements 0001 AA should be able to complete the form on a single page 0002 AA should be able to submit the form 0003 AA should have to agree to terms and conditions to apply 0004 AA should have to type in an auto generated security code to complete the application. 0005 AA should receive confirmation e-mail 0006 AA should have to click on a link from the confirmation email to activate their recently signed up membership. 0007 AA should ne able to use the system straight away after activation has been completed. 0008 The fields should he as follows: Usernarne: Password; Confirm Password: First Name: Last Name: * Mobile Number: Phone Number: Email: I Street Address: Postcode: Suburb: State: Sub-category 1: Select Here Sub-category 2: Select Here Association Name: Web Site: Key words: Association Logo: atOnce web 2.0 portal with integrated lead management t gc & feedback loop get stuff done 3.3.2 Category 3b - Association Dashboard, Home Ref. Requirements 0001 AA home dashboard home page will show stats regarding his/her association. 0002 The metrics snow: Total no. of suppliers entered Total no. of suppliers entered per day Total no of feedbacks entered Published Documents 0003 AA should be able to respond to the confirmation email and log in to the dashboard 0004 AA should be able to bill their members for yeaily subscriptions as a separate tab through the credit card facility. 3.3.3 Category 3c - Association Dashboard, Posts Ref. Requirements 0001 Post will allow AA to create new folders and populate them with documents for their members to view and download. 0002 Post will also allow AA to upload newsletters distributed to their members 0003 AA's should also be able to view, download and delete its own documents and newsletters. 3.3.4 Category 3d - Association Dashboard, Feedback Ref. Requirements 0001 AA should be able to view and respond via e-mail to members who have added feedback to the association. 0002 AA should be able to delete old feedback items. 0003 AA's shoulA also be notified to if a feedback has been attended to. 3.3.5 Category 3e - Association Dashboard, Search Words Ref. Requirements 0001 AA should be able to amend and add Search words to their specific industry segment. E.g. Sparky for Electricians. This will enable the waiting of the word Sparky be associated with all the electricians for the search / request engine. 0002 Key phrases from associated 3"' sub-category Anzsic codes should appear in the list as the basis of the industry section. I,,! I' atOnce web 2.0 portal with integrated lead management ot% nc & feedback loop get sf done Ref. Requirements 0003 Three stars are required to be added to the search index. This is done by voting of at least three different suppliers (or one operator) and is designed to eliminate non-essential words. This encourages membership participation and community building, 0004 There should be a hidden "bad words" dictionary to block the use of rude language. 0005 The columns should include: Key Search Words Votes (3=Approved) Status Vote For Vote Against 3.3.6 Category 3f - Association Dashboard, Listing Ref. Requirements 0001 AA should be able to view and amend its listing for the atOnce search. 0002 AA should be able to delete and modify association specific information and association logo. Ref. Requirements 0001 AA should be able to complete changes on a single page 0002 AA should be able to change their existing password 0003 AA should be able to update all their initial data they entered on sign up 0004 AA should be able to cancel this page and go back to the previous page. 3.3.7 Category 3g - Association, Account Details 3.4 Requirements Category 4 - "My Career" "My Career" is defined as anybody who is an Apprentice or a Trainee (A&T) who is opting in to the atOnce system to utilise the free listing of their job, apprentice and trainee experience plus anybody seeking to improve their career choices. 3.4.1 Category 4a - Career listing - Sign Up Ref. Requirements atOnce web 2.0 portal with integrated lead management A & feedback loop get stuff done 0001 A& T snould be able to complete the form on a single page 0002 A&T should be able to submit the form 0003 A&T should have to agree to terms and conditions to apply 0004 A&T should have to type in an auto generated security code to complete the application. 0005 A&T should receive confirmation email 0006 A&T should have to click on a link from the confirmation e-mail to activate their recently signed up membership. 0007 A&T should be able to use the system straight away after activation has been completed. 0008 The fields should include: User name: Password:* Confirm Password: First Narne: Last Name: Mobile Number: Phone Number: Email: Street Address: * Postcode: SUburb: State: 0009 Careet objective: 0010 Employment history: This field should include all relevant work history, including volunteering and work experience This field should provide details on the name of your employer, the job title, the period of employment and your key achievement 0011 Education and training qualifications: All relevant education and training qualifications should be listed in this section Provide details on the name of the institution where you studied, course title and date completed 0012 Demonstrated skills: Look at tne details and selection criteria of the job Consider what skills are required for the position and then list your relevant skills if relevant, include information about your proficiency in the range of relevant software programmes you use. You usually record your proficiency as either 'basic, intermediate' oi 'advanced, 0013 Special achievements: 2 Q atOnce web 2.0 portal with integrated lead management ** & feedback loop get stuff done 0013 Special achievements: Use this section to highlight your special achievements Special achievements can be a work goal, community work, volunteering or a sporting achievement 0014 Referees: Contact details for someone who has supervised your work (teacher, coach, supervisor) or who has a 3.4.2 Category 4b - A&T Account Details Ref. Requirements 0001 A&T should be able to complete changes on a single page 0002 A&T should be able to change their existing password 0003 A&T should be able to update all their initial data they entered on sign up 0004 A&T should be able to cancel this page and go back to the previous page. 3.4.3 Category 4c - A&T Dashboard, Home Ref. Requirements 0001 A&T home dashboard home page will show stats regarding his/her resume. 0002 The metrics show: Total no. of suppliers viewed their resume Total no of feedback entered 0003 FA should be able to respond to the inquiry emails from suppliers who are interested in them. 3.1.4 Category 4d - A&T Dashboard, Posts Ref. Requirements 0001 Post will allow A&T to upload their own resume for the review of suppliers and associated members. 0002 This should be done by a simple browse upload and upload button. It should also indicate a confirmation when the file is uploaded by being able to click the file, and view it in a new browser window. 0003 FA's should also be able to view, download and delete its own documents and newsletters. 3.4.5 Category 4e - A&T Dashboard, Publications Ref. Requirements atOnce web 2.0 portal with integrated lead management & feedback loop get stuff done Ref. Requirements 0001 A&T's who are members of an industry association will be able to access their documents in a hierarchical structure 0002 A&T's who are members of an industry association will be able to read its newsletters. It should also track if you have road a newsletter previously. 0003 The folowing info will be available for the Newsletter section: Newsletters Published Format Size I've read it View 3.5 Requirements Category 5 - "For Franchises" "For Franchises" is defined as anybody adding and acting as a Franchise Administrator (FA). A FA is governing the franchise and its "business listing" and its franchise "company" members, 3.5.1 Category 5a - FA, Sign Up Ref. Requirements 0001 FA should be able to complete the form on a single page 0002 FA should be able to submit the form 0003 FA should have to agree to terms and conditions to apply 0004 FA should have to type in an auto generated security code to complete the application. 0005 FA should receive confirmation email 0006 FA should have to click on a link from the confirmation email to activate their recently signed up membership. 0007 FA should be able to use the system straight away after activation has been completed. 0008 FA should be able to load doc's for member access eg: Franchise Agreement, Code Of Conduct etc 0009 The fields should be as follows: Usernarne:* Password: Confirm Password: First Name: atOnce web 2.0 portal with integrated lead management s doe & feedback loop getstuff done Ref. Requirements Last Name: ' Mobile Number: Phone Number: Email: I Street Address: * Postcode: Suburb: State: Sub-category 1: Select Here Sub-category 2: Select Here Association Nane: Web Site: Key words: Association Lono: 3.5.2 Category Sb - FA Account Details Ref, Requirements 0001 FA should be able to complete changes on a single page 0002 FA should be able to change their existing password 0003 FA should be able to update all their initial data they entered on sign up 0001 FA should be able to cancel this page and go back to the previous page. 3.5.3 Category Sc - FA Dashboard, Home Ref. Requirements 0001 FA home dashboard home page will show stats regarding his/her association. 0002 The metric show: - Total no. of suppliers entered Total no, of suppliers entered per day Total no of feedbacks entered Published Documents 0003 FA should be able to respond to the confirmation e-mail and log in to the dashboard ~,*1 2 ,I atOnce web 2.0 portal with integrated lead management ot u'nc & feedback loop get stuffdone 3.5A Category 5d- Dashboard, Franchise Profile (listing) Ref. Requirements 0001 FA should be able to enter any relevant information about its franchise relevant to the listing and its members. 0002 FA should be able to update and / or close this page 0003 The fields that should be used are: Insurance Company Name: Insurance ABN: Insurance Polcy Number: Insurance Coverage: $ Catch Phrase: Work Cover Policy Number: Industry Memoership Number; Industry Experience (Open ended field max char) Accreditation: Institution Name, Reference No Upload Image: (company promotions image) 3.5.5 Category 5e - FA Dashboard, Tenders Ref. Requirements 0001 FA should be able to add new tenders 0003 FA should be able to browse existing tenders 0004 FA should be able to filter the tenders by location (local or all) 0005 FA should be able to filter the tenders by their industry or all 0006 Tender links below should be able to be clicked and initially only stating tender description then when clicked opened up and show tender brief. This will use the same controllers as the leads info Ajax component from the home page of the dash. 0007 The fields should include: Street Address: Postcode: Suburb: State: New Tender Description: Tender Name: Tender Expiry Date: Type: Services Products Service: Domestic Cormnmercial atOnce web 2.0 portal with integrated lead management & feedback loop get stuff done Ref. Requirements Tender Info: (Tender information open ended but limited to Xx no of characters) 3.5.6 Category 5f - FA Dashboard, Posts Ref. Requirements 0001 Post will allow FA to create new folders and populate then with documents for their members to view and download. 0002 Post will also allow FA to upload newsletters distributed to their members 0003 FA's should also be able to view, download and delete its own documents and newsletters. Category 5g - FA Dashboard, Search Words Ref. Requirements 0001 Search words are designed to allow specific communities to add and vote on words that are specific to their industry segment. E.g. Sparky for Electricians. This will enable the waiting of the word Sparky be associated with all the electricians for the search / request engine. .0002 Key phrases from associated 3' sub-category Anzsic codes should appear in the list as the basis of the industry section. 0003 Three stars are required to be added to the search index. This is done by voting of at least three different suppliers (or one operator) and is designed to eliminate non-essential words. This encourages membership participation and community building. 0004 There should be a hidden "bad words" dictionary to block the use of rude language. 0005 The columns should include: Key Search Words Votes (3=Approved) Status Vote For Vote Against 3.5.7 Category 5h - FA Dashboard, Apprentice Ref. Requirements 0001 FA should be able to select browsing Apprentices and Trainees or both 0002 FA should be able to browse local applicants only (by council) 0003 FA should be able to browse their specific industry as well as all others. 0004 The AP and TR should appear at the bottom of the screen and the supplier should be able to click and ;.. - - , T atOnce web 2.0 portal with integrated lead management f A & feedback loop get stuff done Ref. Requirements expand each applicant in the same way as tenders and leads are expanded with Ajax controls. 0005 The columns should include: Resource (ID should clearly differentiate Apprentices and Trainees) Lodged Located In Brief Skills Description Previous Ratin Status 0006 System should store the user's response against a Unique ID 3.6 Requirements Category 6 - (System Wide Features) "System Wide Features" are all other sections to the site that does not fall under any specific user group and will be accessible by all users system wice. 3.6.1 Category 6a - Sign In Ref. Requirements 0001 A user should be able to sign in on any part of the system and get pushed to their required section governed by their user type. E.g. A supplier should be able to log in under association but still be pushed to the supplier dash. 0002 A user should be able to cancel a login if they change their mind or they aren't a member. 0003 A user should be able to request their details sent to them if they have forgot their previous login details. 0001 A user should be able to select if the system should remember them for next time log in on this particular browser. 3.6.2 Category 6b - Sign Out Ref. Requirements 0001 A signed in user should be able to sign out from any part of the system ano get pushed the home page. 3.6.3 Category 6c - FAQ Ref. Requirements 0001 A user should be able to reach FAQ (Frequently Asked Questions) rrom any part of the site.

atOnce web 2.0 portal with integrated lead management t a otO.nceX & feedback loop gel sufoe Ref. Requirements 0002 FAQ should be relevant to the section of the site depending on their user type. 0003 The FAQ section should be a floating window separate to their existing e.g. dash etc. 0004 A user should be able to close the FAQ from a button on the page. 3.6.4 Category 6d - Top Navigation Ref. Requirements 0001 A user should be able to reach Search and / or Request functionality from anywhere in the system. 0002 Any type of user other than Operator and Administrator should have access to request a quote. 0003 A user should be able to access any part of tne different sections of the site from anywhere through top navigaton links. These will include access to Supplier, Association, Career and Franchises. 0004 A user should be able to get back to the home oage from anywhere in the site by clicking the logo and or search button. 3.6.5 Category 6e - Bottom Navigation Ref. Requirements 0001 A user should be able to reach get to a feedback forum from any page of the site 0002 A user should be able to get in contact with atOnce for: advertising, finding out more about the company as well as share the atOnce page within other potential users, 0003 A user should be able to access privacy and copyright information at any given time. 0004 A user should be able to close the FAQ from a button on the page. 3.6.6 Category 6f - Search Bar Navigation Ref. Requirements 0001 A user should be able to reach "what" and "whare" search on the top bar from any page in the system. 0002 Any search requests (what and where) from the home page will be parsed to the top search bar atOnce web 2.0 portal with integrated lead management e X & feedback loop get stuf' done 3.7 Requirements Category 7 - "Operators" An "Association" is defined as anybody adding and acting as an Association Administrator opting in to the atOnce system to utilise the free listing. 3.7.1 Category 7a - Operator, Sign Up Ref. Requirements 0001 Only system administrators and other operators can add new operators from the Member Admin Tab on the dashboard. 3.7.2 Category 7L - FA Account Detals Ref. Requirements 0001 FA should be able to complete changes on a single page 0002 FA should be able to change their existing password 0003 FA should be able to update all their initial data they entered on sign up 0004 FA should be able to cancel this page and go back to the previous page. 3.7.3 Category 7c - Operator Dashboard, Home Ref. Requirements 0001 Operator home dashboard home page will show stats regarding his or her performance. 0002 The metrics show: Total no of Suppliers Average no of Suppliers entered per day No. of leads Entered No. of tenders Entered No. of feedbacks Entered 3.7.4 Category 7d - Operator Dashboard, Request Quote Ret. Requirements 0001 Operator should be able to complete the request on a single page for a user over the phone 0002 Operator should be able to submit the request 0003 User should receive confirmation email of which supplier's atOnce contacted (links to their profiles). Also a worsL-case scenario of a search link to the search engine in case no suppliers were available that fitted the criteria.

atOnce web 2.0 portal with integrated lead management oc & feedback loop get stuff done Ref. Requirements 0004 The operator is required to enter the address of where the service is required together with the postcode. Suburb / State will be auto suggested from the postcode. 0005 The operator requires to: Title the request by name. 0006 The operator has to put in a brief description (n, more than 160 characters due to it being sms'd) 0007 Operators will also be required to select what category / sub category they require the request from. E.g. Plumbers (This should be done by Ajax drop down from the 32 level sub-category). 3.7.5 Category 7e - Dashboard, Tenders Ref, Requirements 0001 Operator should be aole to add new tenders 0002 Operator should ce able to accept a tender to get the Tenderer info for a $ 0003 Operator should be able to browse existing tenders :0004 Operator should be able to filter the tenders by location (local or all) 0005 Operator should be able to filter the tenders by their industry or all 0006 Tender links below should be able to be clicked and initially only stating tender description then when clicked opened up and show tender brief, This will use the same controllers as the leads info Ajax component from the home page of the dash. 0007 The fields should incrudet Street Address: * Postcode: Souburb: State: New Tender Description: Tender Name: Tender Expiry Date: Type: Services Products Service: Domestic Commerciai Tender Info: (Tender information open ended but limited to Xx no of characters) 0008 Tender detailed info including (up to 4) photographs, detailed drawing and/or plans can be added and distributed via mail. 3.7.6 Category 7f - Operator Dashboard, Member Admin Ref. Requirements i atOnce web 2.0 portal with integrated lead management & feedback loop get suff done Ref. Requirements 0001 Operators should be able to search for existing members as well as add new members on one page. 0002 Operators should be able to create new users including: Member Supplier Apprentices Associations Operator Franchise 0003 Operators should be able to amend any users previously entered details other than system administrators. 3.7.7 Category 7g - Feedback Ref. Requirements 0001 An operator should be able to easily search and find existing jobs / feedback to fill in while on the phone ro users. 0002 Once a user has coniitted to a job with a supplier and the supplier has finished the job it is encouraged by the system to close a job / lead by givng feedback to the system. This is encouraged by potential winnings of products such as I pods etc. 0003 Operatoi should be able to fill in the feedback and submit the form and search for any user / supplier wanting to give feedback on a particular job they have proceeded with. 0001 User should be reminded to fill in the feedback by email but as a last resort to close the lead / job the operator will call the user / supplier who engaged the job. 0005 The operator requires to be able to see the details of the lead with the following info: - Lead ID Supplier Name Supplier ID 4343434 Lead Reference Name Date of Completion 0006 The feedback criteria rated 1-5 thumbs should be as follows: Protessiorai si: Timeliness: Y or N Quyilitv of Service. I - S Value for Money: - 5 Did the scope charge: Y or N Cost of job: $ Add this supplier to my favourites: Y or N atOnce web 2.0 portal with integrated lead management otO nceA & feedback loop get stff done Ref. Requirements (this allows the user to request a quote from the same supplier each time they request a quote with respect to the category/ sub-category) 3.7.8 Category 7h - Dashboard, Search Words Ref. Requirements 0001 Operators should be able to full manage (add, remove or block) sub-category specific key words. 0002 Search words are designed to allow specific communities to add and vote on words that are specific to their industry segment. E.g. Sparky for Electricians. This will enable the waiting of the word Sparky be associated with all the electricians for the search / request engine. 3.7.9 Category 7i - Dashboard, Listing Ref. Requirements 0001 Operators should be able to view and give feedback to Associations, Franchises and Charities 0002 Operators should be able to view more detals of the selected members atOnce web 2.0 portal with integrated lead management ot : % ot%.IJncek & feedback loop get stuff done 3.8 Requirements Category 8 - "System Administrators" A "System Administrator" is defined as a Super User (SIJ) with the system privileges above all other users, The SU has similar capabilities to an Operator but without metrics and quotation and tender requests. 3.8.1 Category 8a - SU, Sign Up Ref. Requirements 0001 Only sysLeni administrators and other operators can add new operators from the SU's, which in turn can only be created through the database. 3.8.2 Category 8b - SU Dashboard, Tenders Ref. Requirements 0001 Operator should be able to add new tenders 0002 Operator should be able to accept a tender to get the Tenderer info for a $ 0003 Operator should be able to browse existing tenders 0004 Operator should be able to filter the tenders by location (local or all) 0005 Operator should be able to filtei the tenders bv their industry or all 0006 Tender links below should be able to be clicked and initially only stating tender description then when clicked opened up and show tender brief. This will use the same controllers as the leads info Ajax component from the home page of the dash. 0007 The fields should include: Street Ardress: Postcode: Suourb: State: New Tender Description: Tender Name: atOnce web 2.0 portal with integrated lead management ot Uno & feedback loop get stuff done Ref. Requirements Tender Expiry Date: Type: Services Products Service: Domestic Commercial Tender Info: (Tender information open ended but limited to Xx no of characters) :0008 Tender detailed info including (up to 4) photographs, detailed drawing and/or plans can be added and distributed via emal. 3.8.3 Category 8c - Operator Dashboard, Member Admin Ret. Requirements 0001 Operators should be able to search for existing members as well as add new members on one page. 0002 Operators should be able to create new users including: Member Supplier Apprentices Associations Operator Franchise 0003 Operators should be able to amend any users previously entered details other than system administrators. 3.8.4 Category 8d - Feedback Ref. Requirements 0001 An operator requires to be able to easily search and find existing jobs / feedback to fill in while on the phone to users. 0002 Once a user has committed to a job with a supplier and the supplier has finished the job it is encouraged by the system to close a job / lead by giving feedback to the system. This is encouraged by potential winnings of products such as I pods etc. 0003 Operator should be able to fill in the feedback and submit the form and search for any user / supplier wanting to give reedback on a particular job they have proceeded with. 0004 User should be reminded to fill in the feedback by email but as a last resort to dose the lead / job the operator will call the user / supplier who engaged the job. 0005 The operator requires to be able to see the details of the lead with the following info: Lead ID Supplier Name 'Supplier ID '1343134 Lead Reference Naie atOnce web 2.0 portal with integrated lead management at % otOnceX & feedback loop get stuff done Ref. Requirements Date of Completion .0006 The feedback criteria rated 1-5 thumbs should be as follows: Professionalism: Timeliness: Y or N Quality of Service: I - 5 Value for Money: 1 - 5 Did the scope change: Y or N Cost of job: $ Add this supplier to my favourites: Y or N (this allows the user to request a quote from the same supplier each trie they request a quote with respect to the category / sub-category) 3.8.5 Category 8e - Dashboard, Search Words Ref. Requirements 0001 Operators should be able to full manage (add, remove or block) sub-category specific key words. 0002 Search words are designed to allow specific conmunilties to add and vote on words that are specific to their industry segment. E.g. Sparky for Electricians This will enable the waiting of the word Sparky be associated with all the electricians for the search / request engine. 3.8,6 Category 8f - Dashboard, Listing Ref. Requirements 0001 Operators should be able to view and give feedback to Associations and Franchises. 0002 Operators should be able to view more details of the selected members ) , , , - - atOnce web 2.0 portal with integrated lead management otu nce & feedback loop gesuff done ' 3.9 Business Requirements 3.9.1 Overview Committed to putting customers in touch with Suppliers by a unique and revolutionary approach atOnce is a unique portal giving Customers the ability to quickly and easily source suppliers eager to win their business - simply by raaking a single brief enquiry online or by phone. Suppliers who are genuinely interested in delivering quality services will compete to win their business. Customers are assured that Suppliers will only respond if they are in a position to provide that service, and will therefore deliver the best value every time. This is achieved because Suppliers only pay for leads they are interested in quoting (pay as they go). They are therefore committed as they have paid for that lead. Secondly, should they fail to deliver the services - the Customer is able to post feedback against the Supplier - hence, empowerinq Customers to compare assigned suppliers. Suppliers will only ever compete against a maximum of three other Suppliers, and leads generated are issued randomly, irrespective of the size of the Suppliers business - everyone gets a fair qo' 3.9.2 Search - Request Matching This is the core functionality of the atOnce system allowing customers searching / typing in key words and then the system requests to best match this with the required service. Search / Key words will be auto populating category and sub-category in key-search for matching suppliers with customer requests. The technical part to this is to be designed and constructed by the software developers and will include a key/search word list that industry associations administrators are to be able to upload (or cut and paste) and add/subtract individual words to a master list. Suppliers should also have the ability to suggest the addition or deletion of a term deemed fit to their industry. Suppliers who are members of the same association would conduct this via a voting process. Three votes in total should be sufficient to add or subtract a word from the specific industry section. The key / search match system wil have to be a mix of technologies without implementing a full-blown search engine, e.g. Google. (see Search Engine section of this document) atOnce web 2.0 portal with integrated lead management & feedback loop get stuff done 3.9.3 Tenders Tenders are able to be placed online by a "Tenderer" in the @once system by anybody who is logged in to the system. The tender system is designed similarly to the job leads section but varies in a few major areas. The process allows a Tenderer to place a job up for tendering enabling genuinely interested supplier to get in contact with the Tenderer to discuss and quote for a particular job. The Tenderer may be in the planning process and may not have enough details available for them to post a job for instant completion. All tenders are posted on the system where suppliers can browse and select the tenders they are interested in. Once a supplier has found a tender they are interested in they may request the Tenderer's contact details. Once this request has been posted and the Tenderer responds the supplier gets billed. This elevates the suppliers being billed for a tender who may have already been allocated by another supplier. The tender will have a predetermined timeframe set by the Tenderer then suspended. A Tenderer may re-activate this tender if required in the future. Anybody interested in the tenders should have the ability to subscribe to them via RSS (Really Simple Syndication) v2.0+ (see Appendix). The Tenderer shall be able to upload photos of relevant info regarding their tender. Max file size shall be 5mb and file format are to be jpg only. Once a file is uploaded there will be a server side compression of the file similar to e.g. carsales.com.au where the file is compressed and cropped (not distorted) to fit the site. The final outcome should be 72dpi at a max of 350px wide, height does not pose a problem as you can scroll the page downward but not sideways. This process is outlined below: Wonce Tender Process oi-to,r Lo; t~-lo, T-0 All t- Ro C-1- NIM.eB.ee System444 *- D- *m R tE b 1 ad Pt rna& 8 w [mwBm 5,ct Terldar 5~,~~Smd S.uP%*W Error! Reference source not found. 3.9.4 Categories and sub-categories Categories and sub-categories are to be formatted in a similar way to the format used by yellow pages. Any sub sub category below the key categories and sub-categories are to be added into the search / keywords for request matching. This is done this way as there are only one category and one sub-category, where in yellow pages there are up to eight levels of sub-sub categories.

atOnce web 2.0 portal with integrated lead management atO n e & feedback loop get stuff done Key Data Associations required are to be based on search / keywords specific from each industry association and field. The core categories and sub-categories are to be based on the Australian and New Zealand Standard Industrial Classification (ANZSIC), 2006 found at: http://144.53.252.30/AUSSTATS/abs@c).nsf/Latestproducts/20C5B5A4F46DF95BCA25711F00146D75?opendocume nt Categories should also be cross correlated and checked with yellow pages categories if the main categories are not available in the ANZSIC categories. They will also have to be attached with the associated search words / keywords, The search engine shall have to be able to auto populate categories and sub-categories on supplier sign-up to maximise speed of sign-up. 3.9.5 Postcodes / Councils / Councils "NEXT DOOR" Postcodes All Australian postcodes are to be based on Australia Post postcodes issued by Australia post at: http://www1.auspost.com.au/postcodes/index.asp?sub=2 Councils All Australian Councils can be found at Australian Local Government Association: http://www.alaa.asn.au/links/obc. php Councils "NEXT DOOR" To enable the system to find the councils bordering with the council where a lead is required, a comprehensive database of all Australian councils and their bordering councils must reside in the system. @once has therefore purchased such data from FindMap or www.findmap.com.au We have specified this data to be in a relational form where each council has a unique ID and each Council has the number of bordering Councils as well as the ID of the bordering Councils. This data will have to be matched/merged with the Postcodes to be useful. 3.9.6 Feedback and rating Based on a standard .Net 3.0 bug tracking system. There are specified areas of feedback in the @once portal and they are: 1. User feedback to the Administrator 2. Operator feedback to the Administrator 3. Supplier feedback to Association Administrator 4. Member feedback to the Charity Administrator 5. Customer feedback and rating about a supplier 6. Supplier feedback about a custome I I,,_7 atOnce web 2.0 portal with integrated lead management & feedback loop get stuff done User feedback to the Administrator Anybody using the @once portal who may encounter a problem or have a suggestion. This needs to be a tracked ticketing system to be dealt with. Operator feedback to the Administrator Same as user feedback but specifically tailored for the @ once operators who may encounter a problem or have a suggestion. This needs to be a tracked ticketing system to be dealt with. Supplier feedback to Association Administrator This information will incorporate updates and specific information from the suppliers to the Industry Association Administrator. This will also involve questions/authorisation and queries regarding association billing of the suppliers credit card. Member feedback to the Charity Administrator This is similar to the supplier feedback to the association administrator and enables members of a specific charity to request information and authorise specific donations. Customer feedback and rating about a supplier Customers using the @once system are prompted to leave feedback and rate the supplier's performance. After the job is scheduled to be completed from the calendar the system issues an email and a pop up in the portal prompting to complete the feedback. If the feedback is not completed within 30 days an @once operator will contact the customer and complete the feedback. Once the feedback is completed the system transfers the portion of the funds from the suppliers to the charity accounts of choice. The data stored should be (please refer to Infrastructure Communications guide and QPR process guide): Job Request # Job Description: Q1. Has your request been completed? Q2. Which supplier did you choose? (drop down box / supplier list) Q3. How much were you charged? Q4. Were you satisfied with the following: Timliness: 1 to 5 Quality: I to 5 Price: 1 to 5 Professionalism: 1 to 5 Q5. Would you recommend this provider: 1 to 5 Q6. Comment (optional): atOnce web 2.0 portal with integrated lead management o I & feedback loop get stuff done Supplier feedback about a customer This info is only entered via the portal if something went wrong with the dealings with the customer. Data to be stored are: Job Request # Job Description: Q1. Customer decided to cancel the job. Yes or no Q2. Customer did not meet time allocation, Yes or no Q3. Customer failed to pay for the job. Yes or no Q4. Customer was less than co-operative. Yes or no Q5. Would you service this customer in future. Yes or no, Q6. Comment (optional): atOnce web 2.0 portal with integrated lead management otunceX & feedback loop get stuff done 3.10 Solutions Overview: 3.11 Site Map The site-rnap is designed to give a good overview of the whole portal. An interactive version of this sitemap is available via the portal homepage. No version no is available as it is linked to the portal. Aioco.carmast / arch po Aale Ca- l ierelr Dher Al. - - ..-- , a. P.. -r '-4 -='". m #Whereesee Ise"a b My0"k as Ap. y Dipe/r My DwAe / A mainep '-- e . . . + a .e A tonce Sitemap atOnce web 2.0 portal with integrated lead management atO no & feedback loop get stuff done 3.12 Design interface requirements The design creative of the site will be implemented across all areas; however certain areas wil have their own variations n dcesiqn, look and feel, whilst maintaining the coherent overall experience for the site visitors. Please review the following desiq layouts. Screen Shots / Home page Pr In vit at -Pw QLD get stuff done home fjip~i oIC PIAINIn LD Piace OLD qu'ch tit (trh fat quote Screen Shots / Listing at - 00 28 results sortdOy *mfane tt uow Ptumbig Pr oltm? Col DEF P P IUMtIlIG oen blhr Ma Plumnbing Ply Ltd 64 BluffRta Tet 40 3 ) 969 632 Mb. 0412 010 379 Brgtntn VIC 3186 F. (031 q96 6632 tt Ser tots Piumbmng ProblemC MAX PuobMbog Pty Ltd M6 tf f Road ltd Ie 31 9696 412 W-, 0412 010 179 Sroton VIC O I" f 10319699 6612 m,* mor the best PLiumbttgOuttItl lsts Plumb1g PLy Ltd 6;6 0luff Road let. 03 9694 6632 0At 0412 010 37t thiront V. Ot, f' 10 '94944432 66r Dirt Cheap Plumbing 6M Aluf!f Ro0 Tl. (03t 9694 632 Brighter1 VIC 3186 Fa. 1031 %9 632 The Other Guy Plumbing 64 Buff Paid t ll (039 96 661 64b. 0412 M1a 319 Br igets VI 3 136 1.- 031 9693 6632 Stinky Pipes Plumbing Pty Ltd " 6RUf Itaid Tel 4010969643 tam 0412 010 379 51.1"t1 Vic 3186 Fa. (031 %96 6632 Screen Shots / Dashboard atOnce web 2.0 portal with integrated lead management ot~nc & feedback loop get stuff done .,-j ''rI Listings view 96 My charity contorbuto 5.-60 Total leads cost 5% My rating average No. of leads reeived 55 No. of leads e.epted )a Lead conversion rate 28t Average no. at Leads receed per week 1,6 L-D #4354 04/07/07 Victoria Beckharn Leaky tap fix obr tusto et veient murem noure commodlarm. qamq uamnny ns nit adat -1 eumc Owsequi ssectens du, Dient mup eugtntumnat Linaitvel. Ye t ,. VCenre enIt nonusrnsandre mng tr t Iptatet IsWper ostu rustim zatlit nibh atI qual, qutecip eu nsont ttetnti ate veil ni1 15 ve t ra anove autpatur istus onrceimli. quit notsequatte ioluptat itn t . g t galt iplrt adit ut dori- htsl L ID 94S54 04,07/07 Jessica Alba Gutter cleaning L -ID 04156 07,07i07 Sean Conterv B Uthom, tap installation L ID -439 09;07/07 Blowfmerd Gange pipe installation L tI '4050 10/07107 John Malcovic BQ gas pipe Installat Ion 3.12.1 Request Matrix Determine the right provider to be matched up with the correct request through a request matrix. This will be driven by search words that are more often requested and will add words to master list once a word has higher request frequency from semi-dormant words or potential words. Ratio of association will be determined by the software engineers to deliver best search. 3.12.2 Keyword Match Keywords added to a master list specific to their industry (category), is simply matched with the industry segment and sub-category. 3.12.3 Service Request Description Match keywords from the master list typed in conlunction with the request field. 3.12.4 Auto association and self-learning This is similar to the search matrix but involves a prompt by the system to check the category and sub-category correctness to ensure a correct service is matched with the right request. Equally the correct words are tallied with the master list and a master association list qualifying words associated with each other in specific categories. 3.12.5 Request Timing I . .12 atOnce web 2.0 portal with integrated lead management otO ncek & feedback loop get stuff done A customer shall have the ability to select the time when they are available to be serviced by the supplier. This shall be an integrated calendar as well as a selection of most preferred times, i.e. during business hours, weekends any time or super urgent. This is then matched with the availability of the supplier(s) who are available that particular time. This supplier on sign-up sets this as well as in the suppileratOnce dashboard, This will then be added to the type of request the system escalates to the most appropriate supplier(s). . 3.12.6 No of Request Required A 1 - 4 radio button drives the number of request is required by the customer. Default is 3 but shall be able to be managed by the administrator. This will send out enough invites to the suppliers to achieve the required goal of e.g. 3 suppliers to contact the customer. If not enough suppliers are reached in the first batch a second round of requests are sent out to further suppliers. 1-3 rate suppliers have a preferential treatment over one and two star suppliers. Further reeding about the rating system is available at 3.13. 3.12.7 Tenders Tenders can be placed online by a "Tenderer" in the atOnce system by anybody who is logged in to the system. The tender system is designed similarly to the job leads section but varies in a few major areas. The process allows a Tenderer to place a job up for tendering enabling genuinely interested supplier to get in contact with the Tenderer to discuss and quote for a particular job. The Tenderer may be in the planning process and may not have enough details available for them to post a job for instant completion. All tenders are posted on the system where suppliers can browse and select the tenders they are interested in, Once a supplier has found a tender they are interested in they may request the Tenderer's contact details. Once this request has been posted and the Tenderer responds the supplier gets billed. This elevates the suppliers being billed for a tender who may have already been allocated by another supplier. The tender will have a predetermined timeframe set by the Tenderer then suspended. A Tenderer may re-activate this tender if required in the future. Anybody interested in the tenders should have the ability to subscribe to them via RSS (Really Simple Syndication) v2.0+ (see Appendix). The Tenderer shall be able to upload photos of relevant info regarding their tender. Max file size shall be 5mb and file format are to be jpg only. Once a file is uploaded there will be a server side compression of the file similar to e.g. carsales.com.au where the file is compressed and cropped (not distorted) to fit the site. The final outcome should be 72dpi at a max of 350px wide; height does not pose a problem as you can scroll the page downward but not sideways. 3.12.8 This process is outlined below: atOnce web 2.0 portal with integrated lead management otO nce k & feedback loop get stuff doe @qionce Tender Process o1 ErorReeene ouc nt oud I I-- I W. Eror Refeenc soucwot fo.5 . 3.12.9 Categories and sub-categories Categories and sub-categories are to be formatted in a similar way to the format used by yellow pages, Any sub sub category below the key categories and sub-categories are to be added into the search / keywords for request matching, This is done this way, as there are only one category and one sub-category, where in yellow pages there are up to eight levels of sub-sub categories. Key Data Associations required are to be based on search / keywords specific from each industry association and field. The core categories and sub-categories are to be based on the Australian and New Zealand Standard Tndustrial Classification (ANZSIC), 2006 found at: http://144.53.252.30/AUSSTATS/abs@.nsf/Latestproducts/2C5B5A4F46DF95BCA2571 1FOO146D75?ooendocume nt Categories should also be cross-correlated and checked with yellow pages categories if the main categories are not available in the ANZSIC categories. They will also have to be attached with the associated search words / keywords. The search engine shall have to be able to auto populate categories and sub-categories on supplier sign-up to maximise speed of sign-up. Postcodes I Councils / Councils "NEXT DOOR" Postcodes All Australian postcodes are to be based on Australia Post postcodes issued by Australia post at: http://wwwl.auspost.com.au/postcodes/index.asp?sub=2 Councils All Australian Councils can be found at Australian Local Government Association: htto://www.aloa.asn.au/iinks/obc.php Councils "NEXT DOOR" To enable the system to find the councils bordering with the council where a lead is required, a comprehensive database of all Australian councils and their bordering councils must reside in the system, atOnce has therefore purchased such data from FindMap or http://www.findmap.com.au atOnce web 2.0 portal with integrated lead management atL nc & feedback loop get stuff done We have specified this data to be in a relational form where each council has a unique ID and each Council has the number of bordering Councils as well as the ID of the bordering Councils. This data will have to be matched/merged with the Postcodes to be useful. 3.12.10 Feedback and rating There are specified areas of feedback in the atOnce portal: * User feedback to the Administrator * Operator feedback to the Administrator * Supplier feedback to Association Administrator - Customer feedback and rating about a supplier - Supplier feedback about a customer The feedback system will work like an internal email system. The users will be altered by email that they have had contact and within their dashboards they will be able to view/read/delete and reply to each of the messages. User feedback to the Administrator Anybody using the atOnce portal that may encounter a problem or have a suggestion. Operator feedback to the Administrator Same as user feedback but specifically tailored for the @ once operators who may encounter a problem or have a suggestion, Supplier feedback to Association Administrator This information will incorporate updates and specific information from the suppliers to the Industry Association Administrator. This will also involve questions/authorisation and queries regarding association billing of the suppliers credit card, Customer feedback and rating about a supplier Customers using the atOnc- system are prompted to leave feedback and rate the supplier's performance. After the job is scheduled to be completed from the calendar the system issues an email and a pOP up in the portal prompting to complete the feedback. If the feedback is not completed within 30 days an @atOnce operator will contact the customer and complete the feedback. Job Request # Job Description: Q1. Has your request been completed? Q2. Which supplier did you choose? (drop down box / supplier list) Q3. How much were you charged? Q'. Were you satisfied with the following? Timeliness: 1 to 5 Quality: 1 to 5 Price: 1 to 5 Professionalism: I to 5 Q5. Would you recommend this provider: I to 5 Q6. Comment (optional): Supplier feedback about a customer This info is only entered via the portal if something went wrong with the dealings with the customer. Data to be stored are: Job Request Job Description: Q . Customer decided to cancel the job. Yes o no Q2. Customer did not meet time allocation. Yes or no Q3. Customer failed to pay for the ib. Yes or no Q4. Customer was less than co-operative. Yes or no QS. Would you service this customer in future? Yes or no Q6. Comment (optional): 3.13 Business Process atOnce web 2.0 portal with integrated lead management otc nco X & feedback loop getstoff done Lead Request Process Business process of the service request is shown below for Suppliers with mobile phone only and is not shown with email and web portal info being delivered, Please refer to full QPR model for further details of the business process, c -- - - - - - - - -- -- WE R- - - - - - - - -- - -- - - -- - - - kU -- - -- --. t- - - Rpp w rmig - mtrqe Re c culoe a Ceiet.el p Cmpds o CQn ,o YP~ .4 sus -yss u . 4 sus WPF".16 S Suppinefril - Ap -l ic at -on 3.14.2 A ppitn Aerpr Aqrn ceure p try SL by S#IS u.Ide by WLS cmhnwkJD Error! Reference source not found. 3.14 Ir ternal Database Requirements 3.4ma Database Design for: * Application * Keyword Search 3,14.2 Application Enterprise Architecture The design should be based on a "Surrogate Key" enabling it to be a lot more dynamic system where changes can permeate seamlessly without interfering with existing data. The main objective of the DR design is to cater for:, - Speed - Flexibility * Integrity 1 6 1 1 atOnce web 2.0 portal with integrated lead management O OC ce & feedback loop get stuff done - Stability 3.14.3 Integration Requirements Details of any requirements to integrate this project with internal / existing systems. The system requires to be connected with the following: Search Engine Implementation The constraints initially will only be in the performance and capability of the search engine selected. The open source search engine atOnce will initially be using is known as the Lucene and is found at http://www.dotlucene.net/. This engine is more than capable for the tasks required for its first year to two years in operation. It can also be optimized for speed and indexing can be designed to run at night to minimise CPU load. However for future expansion Lucene should be implemented through an API to make an easy transition to a more substantial and permanent solution. This solution will be using FAST search engine solutions found at www.fastsearch.com This Technology will allow much faster and more dynamic searches as well as indexing to occur, The only reason this superior search engine is not initially being adopted, is price. 3.14.4 Keyword Search (also known as Search Words) Matching customers request with the right supplier requires industry specific keywords to be added into a keywords database, Each industry has its own specific keywords (terms), which will be able to be added and subtracted by: - atOnce administrator - Associations administrator - Supplier (requires at least two other suppliers to consent to add or subtract a keyword) Automated search / keywords populated from dormant words list to master list per category / sub-category driven by association frequency in search. 3.14.5 Comrnon Constraints The constraints on this website are: - The software be an ASP.NET application designed on the .NET 3.5 framework - The separate sections of the site needs to be easily modified and new sections added without impeding already existing sections of the website. - All auto generated forms and dropdown menus are driven by the Telerik AJAX controls - The database is SQL server 2005 to be controlled by MS SQL Enterprise Manager. Provider Patterns All external 3rd party software the atOnce system requires to talk to will be abstracted using internal API's to allow for ease of interoperability and quick change over to new upgrade paths without re-writing substantial amounts of coce. Please note all external 3 party software cost is not included in this proposal. 3.14.6 AJAX (Asynchronous JavaScript & XML) All required calls necessary for externally discussed and agreed Ajax controls should be placed into the code even if these calls are not to be used in v1 of atOnce.com.au, The main aim of using Ajax is to minimise user input and maximize the experience. I I ,47 atOnce web 2.0 portal with integrated lead management atO nc & feedback loop get stuff done 3.14.7 CSS - Cascade Style Sheets All NET pages throughout the atOnce system will be constrained by CSS. This will allow for rapid deployment of new features as well as global changes through the system. CSS is industry standard and should be done in accordance to existing frameworks. 3.14.8 3' Party API's. All APT's (Application Programming Interface) are to adhere to the best quality as well as integration requirements. They will have to be fully tested to make sure they fit the atOnce solution and offering. It is only a requirement to use an API if it reduces development time and can be modified to fit the atOnce offer. All API's are to be integrated through Provider Patterns allowing for easy change / upgrade of other solutions. All NET pages throughout the atOnce system will be constrained by CSS. This will allow for rapid deployment of new features as well as global changes through the system. CSS is industry standard and should be done in accordance to existing frameworks. Please note all external 3" party API's cost is not included in this proposal. 3.14.9 Google Maps API The Google Maps API includes the Geocoding technology giving any address Long / Latitudes to work out global positioning. http://www.google.com/apis/maps/ Note: Arrow should be changed into atOnce logo or a derivative of the logo to further reflect brand experience. 3.14.10 Telerik Ajax Components To speed up and empower the AJAX functionality of the site, atOnce will utilise the NET driven AJAX tools from www.telerik.com this can be tound at http://www.telerik.com/products/aspnet-aiax/overview.aspx 3.14.11 Message Media SMS Gateway API The SMS gateway chosen due to its size and reliability is Message Media www.messaae-media.com.au The API is available and integration is available at: www.messaoe-media.com.au/api-download.html atOnce has set up an account with Message Media and purchased enough testing credits for development purposes, the login details are: Username: AtOnceOO1 Password: 7562702 3.14.12 Secure Pay Transaction Gateway API Securepay is recommended as a preferred supplier of the transaction gateway as it can handle both credit card transactions as well as Australian banking transactions, which may be useful for future Betas. http://www.securepav.com.au The API comes as an XML interface and implementation manual will be delivered in PDF format via email. 3.14.13 SMS gateway Ultimately the SMS gateway will be owned and operated by members of the atOnce team. Till this occurs a 3" party provider shall be used to buy bulk SMS from at a best possible price / volume available. An SMS gateway work similarly to a pop/SMTP e-mail server and does not require more complex implementation than this. As premium (reverse charge SMIS) SMS services are too expensive (~50% of the transaction costs will go to the Telco providers) atOnce will utilise commonly used direct debit through an industry standard credit card transaction gateway.

atOnce web 2.0 portal with integrated lead management & feedback loop gel sluff done 3.14.14 Credit card transaction gateway Storing credit card details linked with personal information are fraught with potential dangers in terms of hacking, skimming and phishing. However we need to store the credit card information as we make incremental charges. atOnce wil store any credit card information in 256-bit encryption. Transactions debited from the Suppliers credit cards are: - Leads acceptance - industry association membership fees * Industry publication subscription fees 3.14.15 Auditing of Users - All user interaction with the portals should be logged and traceable to a unique logon id. - All user logons attempts (both successful and unsuccessful) must be logged - All logging information must be time stamped. - Changes made to a user's role must be logged. - Password changes must be logged. - The addition, deletion and modification of user accounts must be logged. 3.14.16 Privacy There should be a disclaimer with a tick box to proceed after the creation of user profile around Storing and Distribution of Customer information with accordance of Australia Law. If the tick box is not checked, profile will not be created and the user cannot proceed. 3.14.17 Security Security and privacy requirements are to adhere to 7799 securities standard. SSL (Secure Sockets Layer) is to be used in any secure data transaction environment between the atOnce system and the end user. 3.14.18 SSL - Secure Socket Layer SSL Certificate Provider to use is Geotrust http:/Iwww.geotrust.com , they come with the required level of encryption and standards at a reasonable cost.

Claims (2)

1. The atOnce web portal is an online directory that has a unique lead management system, which is reliant on existing sms and email technology. This innovative process can best be described by Error! Reference source not found..

2. The atOnce portal also incorporates a tender management process reliant on both sms and email technologies. This innovative process can be best described by Error! Reference source not found..