Proposal: Prepared By: Prepared For: Date

Date: May 3, 2004 Reaktivate Marketing Department Proposal for development
CONFIDENTIAL
Proposal
Prepared by: Prepared for: Date:
Reaktivate Interested persons May 3, 2004
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Proposal ......................................................................................................... 1 Overview of Project Phases ............................................................................... 3 Artifacts to Produce ....................................................................................... 3 Inception phase ......................................................................................... 3 Elaboration Phase ....................................................................................... 3 Construction Phase ..................................................................................... 4 Transition Phase......................................................................................... 4 Case View of Entire Process ............................................................................ 4 CMS functionality ............................................................................................. 5 General architecture ...................................................................................... 6 Technical requirements .................................................................................. 6 Functional modules and features ..................................................................... 6 Content management system....................................................................... 6 Blocks..................................................................................................... 11 Languages support ................................................................................... 11 Persons................................................................................................... 11 Companies .............................................................................................. 11 Feedback form generator........................................................................... 12 Forum..................................................................................................... 12 Newsletters ............................................................................................. 12 Vacancies ................................................................................................ 13 Users...................................................................................................... 13 Members area .......................................................................................... 13 Administrators and permissions .................................................................. 13 Events Calendar ....................................................................................... 13 Products Catalogue ................................................................................... 13 Commerce module.................................................................................... 14 Main structure of administrative interface .................................................... 15 Administrative interface functionality........................................................... 16
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Overview of Project Phases

Inception
Preliminary analyze Development Case, Project Vision, and Proposal development
Elaboration
System Arcitecture Design guidelines
Construction
Design templates Programming modules and DB Coding and settings Testing
Transition
Deployment Supporting materials preparing
2-3%
30%
~60%
Time line
5-8%
Lifecycle objectives milestone
Lifecycle architecture milestone
Lifecycle operational capability milestone
Product release milestone
At the end of each phase an assessment is performed to determine if the objectives of the phase have been met.
Artifacts to Produce
Each phase of project development lifecycle has own artifacts that should be produced.
Inception phase
o Project Vision document this document describes the goals, the range of problems that will be solved and briefly outlines the major functionality of the system Development Case document this document describes in what stages the project development will flow, the dependencies between this stages and deliverables to be produced during each stage Proposal this document contains the hourly estimation for each phase and costs
Elaboration Phase
o System Architecture this document fully describes the structure and functionality of future website and consists of three parts: system architecture itself (commonly Rational Rose UML model or click-through prototype for tiny projects), explanatory documentation and content templates of the future site. Project Schedule for Construction Phase the list of milestones
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Construction Phase
o o The entire System the fully working version of the system tested and approved by the Client on the development platform Schedule and requirements for Transition Phase
Transition Phase
o o The entire System deployed to the customers platform and working the same way as on the development platform The kit of supporting materials
Case View of Entire Process

A Case View is a graphical representation of the steps involved in the project management process. This is a logical view of each step and what is required to move on to the next step. The chart below depicts responsibilities of each party in the overall project development process. This scheme means 3 payments during the project development process.
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START Client Request for proposal Reaktivate Prepare "Development Case" Formulate the scope of project (Project vision) Make Changes Approve vision
Inception phase
Review the vision Request changes
Send prepayment
Prepare proposal
Elaboration phase
Approve project development plan for Elaboration Phase
Prepare project development plan for Elaboration phase
Approve System Architecture
Prepare System Architecture
Construction phase
Send second payment
Construction Phase begins
Milestones Acceptance
MILESTONES and SubProjects
Balance payment
Prepared website
Transition phase
Prepare "User guide", support and installation documents Approve prepared documents Remote settings
FINISH
CMS functionality
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We call the basic framework used for development of any website, CMS Content Management System. Entire system consists of number of different modules that provide appropriate functionality. The complexity of the CMS depends on a number of included modules. Below you will find brief description of functionality and features for the most powerful version of CMS that includes all the available modules.
General architecture
Core system consists of following main parts: o Public area the website itself. o Members area password protected part of the website with own structure available only for registered members. This part is optional. o Administrative area password protected area where administrator can manage website content and settings. o Database Database where all the content and CMS settings are saved.
Registered member
Members area Public area
Database Administrative area Administrator
Visitor Public website
Technical requirements
Browsers: Admin interface: Client side coding: Client side scripting: Platform: Database: Server-side scripting: IE 5.0/5.5/6.0, Netscape 6.0/7.0, Opera 6.0/7.0 IE 5.5 and higher HTML/DHTML/XSL JavaScript UNIX with Apache 1.x MySQL 4.x.x PHP 4.x.x with Sablotron and Expat support
Functional modules and features

Content management system
Content Management System is kernel of the entire website. In fact this system forms the entire website and allows performing structure and content changes in real time mode.
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Content Management System basically consists of the following entities: o Articles o Sections o Menu(s) o Files o Templates o Integrated HTML editor Articles distributed by sections. Menu blocks and theirs elements point to sections and articles and define the website structure. Menu also forms website navigation system. Files are (pictures, documents, etc) are used while editing articles, menus and other website elements. All files are stored on server file system not in database. Templates are used for creating the pages with different look and feel. Integrated HTML editor is WYSIWYG editor integrated into the administrative interface. Editor allows administrator to format the articles, insert pictures, links to files etc.
Articles
Article is the main entity of the content management system. In fact the entire website consists of articles and specially developed programming modules. Articles can be added, edited, deleted or grouped by Section through administrative interface. Article can contain formatted text, pictures, links to files and pictures, links to external resources and internal articles, content entities and forms.
Sections
Sections are the virtual folders for Articles. These folders allow administrator to distribute different articles among Sections in order to create the suitable logical hierarchy. Each section can contain either articles or other sections. Sections do not form the structure of the public website but form flexible structure to nicely organize content storage.
Menu
Menu forms the structure of the public website. As a rule there are some menu blocks at the page (main menu, additional menu, bottom menu etc.). Administrator can create different menu blocks with different elements. Each menu element should have link to the particular article, section, special programming module or external resource. For realizing the roll over menu functionality each element menu may have predefined images for the active and inactive conditions.
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Menu elements can have tree structure with unlimited number of levels. But it is not recommended to create more than 3 levels menu tree. The structure with more than 3 levels will result in quite complex website structure that will be difficult to navigate.
Files
Files are used in different sections of the website. For example admin may need to define pictures for roll over menu, pictures for articles, place links to word documents inside the article etc. With the purpose of making the content management process more comfortable we have developed special files management system. In fact this system represents the web based interface for the server file system. There is special section of administrative interface that allows Administrator to create/delete files, folder and subfolders.. Using the integrated editor or special options administrator can insert images or links to files where required.
Templates
Templates are required for the creating the pages with different look and feel. Frequently any website has home page that is different from the second level pages. As a rule simple website has no more than 2-3 templates, but sometime administrator wants to add custom elements for the appropriate pages. With the purpose of making the process of changing the website look and feel easier and providing the possibility for fast creating of the pages with different structure, the templates functionality was added into the content management system. Template is XSL based text that defines the rules for the data processing and decoration. Template defines where the appropriate information should be shown on the page and how it should be formatted. The creation of the template is not trivial process as it implies the knowledge of the XML/XSL. However if it is required to change website look and feel quickly then with templates functionality the only thing will be necessary is to add the new templates and entire website layout will be changed immediately.
Editor
Integrated WYSIWYG HTML editor is a handy tool used for easy formatting of the articles and other content elements of the website. Editor is available from the administrative interface. The editors interface is really easy to use and it is the same complicated to format text with editor than do the same with MS Word. The editor features are listed below: o Set the font o Set the font size o Define the style for headings
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o o o o o o o o o o o o o o o o o o
Define the style for texts Define the text color Define the text background color Align text Insert and format table Insert link to another article or website section Insert link to external file or resource Insert mailto link Insert information from DB (link or brief information about person, company, article etc.) Insert picture Align picture Change picture size Insert numbered and unnumbered lists Insert text boxes Insert the feedback form View the source code Preview page Etc.
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Public website and content structure case study

Menu item 1
Menu item 2 Section 1 Menu item 3
Menu item 4 Section 2 Section 3
Section 4 Website structure Content structure
- First menu level - Second menu level - First sections level - Second sections level
The picture above illustrates how the content structure and website structure are being organized. The public website structure is formed by the menu hierarchy. The content structure is formed by the sections and articles belonged to them. Each section can contain another sections or articles. Examples: 1. Menu item 1 points to the separate article placed into the section 1. So when the public user clicks on menu item 1 he will get the full text of the article. 2. At the same time the menu item 2 points to the section 1. Section 1 contains some articles. In this case, when the visitor clicks the menu item 2 he will get the list of articles with brief description that belong to section 1 3. Menu item 3 points to the section 2. This section does not contain articles but contains 2 another sections: Section 3 and section 4. In this case, after the click on menu item 3 visitor will see the page where the list of internal sections
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with brief description for the section 2 (section 3 and section 4) is placed. Then user can chose any section and get the list of articles for selected section. 4. If section contains just single article and the menu item points to this section visitor will not see the list that consists of 1 article but will see the full text of the article.
Blocks
Blocks are the special module of the content management system that helps to realize alternative website navigation. Sometime it is required to attract visitors attention to the particular articles or sections of the website. This aim can be achieved by placing at the first page or at the second level pages some blocks (textual, graphical or FLASH) that will point to the appropriate section/article of the website. Blocks are created through administrative area. All settings for the blocks (block type, block content, rules for broadcasting etc.) are defined through administrative area. In other words, Blocks represent internal advertising banners that advertise the sections of the website.
Languages support
Website based on the basic CMS solution can support unlimited number of language versions of public area. Administrative area is developed in English. Each language version of the website is independent website. Administrator can switch between languages in administrative interface and manage all the language versions at the same time.
Persons
This module allows administrator to create and manage the persons catalogue. Frequently at the website information about different type of persons is placed (company staff, board of directors, partners, authors etc.). With the purpose of easiest information management the Persons module was developed. This module allows administrator to create and manage persons divided by types. The number of types and persons is unlimited. For each person administrator can define contact information, photo and detailed (formatted with editor) description. All the information is saved in DB. For example when administrator creates the Company staff article he can insert link to the person or insert the detailed information about the person into the article text just with a couple of clicks. If in due course Administrator changes information about the person then these changes will be applied throughout the Public site where appropriate.
Companies
This module allows administrator to create and manage companies catalogue. Functionality is the same like for Persons module but the company structure is a little bit different.
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Feedback form generator

Feedback form generator is a module that allows administrator to create feedback forms with any structure and place them anywhere on the website. Using the ergonomic wizard Administrator creates the form with unique name and defines the all the necessary fields: drop down lists, text areas, radio buttons, check boxes, names and title for each field; e-mail(s) to which forms data will be sent; content for the post-submit page. Then using the editor administrator can insert any form to any article.
Forum
Forum is a communication tool that allows forming the website visitors community. Forum can be opened for all the visitors or some of the forums can be available for the registered users only. Content structure for this module as follows: o Forum o Thread Message The forum features are listed below: o Unlimited number of forums o Unlimited number of threads for each forum o Unlimited number of messages for each thread o The thread author receives by e-mail all the messages o Watch feature allows user to receive by e-mail all the messages of any thread o Ability to create forums visible just for registered visitors o Ability to create open forums anybody can post messages and create threads without registrations o Ability to create limited forums anybody can read messages but only registered users can write messages and create new threads o Defining the IP address of the message poster o Blocking the specified users and IP addresses
Newsletters
This module is designed to realize the scalable e-mail subscription tool functions. This module allow to: o register subscribers o divide them onto some groups o manage all registered subscribers o create new subscribers o create and manage subscription groups o create formatted e-mail messages o send e-mail messages to the subscribers from one or some subscription groups o manage subscription system settings o track the message sending statistics Using this module it is even possible to create semi professional subscription service.
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Vacancies
This module allows to have advanced Vacancies section on website. Administrator will be able to create vacancies with required structure and formatted content, sort them by types, and show on public area. Visitors will be able to get full information about available vacancy and apply for it.
Users
This module is required to provide the registration functionality and further access to the members area, special forums etc. Visitors will be able to register themselves through registration form, authenticate using the login form, use the Forgot password? service, get access to the members area, get access to the closed forums, get access to the personal registration information, manage personal data, track the orders history (if commerce module is applied). Administrator will be fully manage all the registered users, create new users, delete users etc.
Members area
This module allows administrator to create and manage structure and content for the special members area. Access to the member area is allowed just for registered users who passed the authentication process. Integration of this module is possible just along with Users module.
Administrators and permissions

This module allow Chief administrator to create administrative accounts and set permissions for each administrator. Chief administrator can allow or deny any other administrator access to appropriate sections of administrative interface. This module allows number of administrators to manage the website content at the same time.
Events Calendar
Events calendar is suitable tool for companies who arrange exhibitions, seminars etc. Administrator will be able to create and manage events and visitors will be able to browse and apply for them through public area. Each event can have any structure and the events description can be formatted using the integrated editor.
Products Catalogue
Products catalogue module allows Administrator to display the products on website and manipulate its appearance. Products catalogue implies the following entities: o Catalogue section o Product o Group of characteristics o Characteristic o Connection
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Catalogue sections form the structure of the products catalogue. The number of section levels is unlimited so it is possible to organize any type of products catalogue. Catalogue sections can contain products or other catalogue sections. Product is the key entity of the catalogue. Each product can have any structure and formatted description. Also there is a special module that makes it possible to assign a set of technical characteristics for the particular product. This module allows administrator to create different sets of technical characteristics and manage Characteristic items (size, color, model, year, etc) for each set. While editing the product Administrator chooses appropriate set of characteristics and defines the value for each Characteristic item. This approach greatly improves product search capabilities and allows development of additional features such as product adviser, etc. Connections are technical records in DB that shows what articles and products connected to the particular product. Administrator can attach any products from the catalogue and articles from the CMS to any product (in case of compound products). Example. Lets imagine that you have digital cameras catalogue. And you want to create detailed description for the Camera 1. To make the catalogue more interesting for navigation you may want to add to the product some articles that contain different tips and tricks for the Camera 1. You also want to show at the Camera 1 product page what accessories for this camera also available in your products catalogue. These requirements are met by the Connections functionality. Through administrative interface administrator attach accessories and required articles to the product.
Commerce module
This module is used along with product catalogue and implies e-commerce functionality implementation. From the visitors point of view this module will allow to: o Browse the products catalogue o Choose products and place them to basket o Manage basket (recalculate, change number of products, delete products) o Make order o Pay out order with Credit Card o See the history of orders o Track order status Administrator will be able: o Get notifications about new orders o Manage orders o Track orders statistics for each user o Manage discounts and sales policy (optional add on)
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Main structure of administrative interface

Top level sections
Home page
Second level sections

Persons Person types
Sections
Articles
Companies Company types
Files
Templates Subscription groups Blocks Subscribers Newsletters
Persons
Companies
Job types Jobs
Fedback form generator
Sections Forum Articles Newsletters Event sections Vacancies Events
Member area
Catalogue sections Products
Events
Groups of characteristics Characteristics
Products catalogue
Orders
Users
Administrators
Groups of administrators
Personal details
Settings
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Administrative interface functionality

Please find below the list of sections described in terms of disposable actions and sample entities structure. These sections are available for the administrative interface of the CMS solution with all included modules.
Sections
o o o Add section Delete section Edit section o Section name o Parent section o Section description o Section picture o Visibility (visible/hidden)
Articles
o o o Add article Delete article Edit article o Section o Title o Date o Article announce (brief description) o Picture for announce o Article full text (format text using the integrated editor) o Visibility
Menu
o o o Add menu block Delete menu block Edit menu block o Block name o Visibility Add menu item to the block Delete menu item from the block Edit menu item o Menu item name o Parent menu item o Menu item link Define manually Chose from existing articles Chose from existing sections
o o o
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o o o
Turned off roll over picture Turned on roll over picture Active roll over picture
Files
o o o o o o o View the folders tree View the subfolders and files for selected folder Add new folder Delete folder Upload new file to specified folder Delete file from folder Preview/Download file
Blocks
o o o Add block Delete block Edit block o Block name o Broadcast rules First page Second level pages Specified sections of the website (drop down list) o Position on the page (list of available places) o Content type Image Flash o Media URL (link to picture or FLASH movie) o Block link (external URL or link to existing section of the website) o Block text (formatted text) o Start showing date (DD/MM/YYYY) o Finish showing date (DD/MM/YYYY) o Number of shows that should be performed o Current number of shows o Visibility Visible Hidden Show by default Block rank/rotation priority (1-10)
o o
Persons
o Manage person types o Add person type
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o o
Delete person type Edit person type Person type name
Manage persons o Add person o Delete person o Edit person Full name Person type (drop down list) Position Phone E-mail Description (formatted text) Picture
Companies
o Manage company types o Add company type o Delete company type o Edit company type Company type name Manage companies o Add company o Delete company o Edit company Company name Company type (drop down list) City Address Phone 1 Phone 2 E-mail Fax URL Description (formatted text) Logo
Feedback form generator

o o o Add form Delete form Edit form o Form name
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o Text above the form (formatted text) o Text below the form (formatted text) o E-mail (e-mail where the form should be sent) o Form result page URL Manage form fields o Define the order of fields o Add field Field title Field name o Obligatory field (yes/no) o Field type Text No settings Textarea No settings Radio button Add element Delete element Edit element o Element title o Element value o Selected by default (yes/no) o Manage elements ordering Checkbox Add element Delete element Edit element o Element title o Element value o Selected by default (yes/no) o Manage elements ordering Select Add element Delete element Edit element o Element title o Element value o Selected by default (yes/no) o Manage elements ordering
Forum
o o o Add forum Delete Forum Edit Forum o Forum Name o Author
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o o o o
o o o o
E-mail City Description Visibility Visible for all Visible for members Hidden for all Date of creation (not changeable) Number of threads (not changeable) Number of messages (not changeable) Manage threads View threads View messages for threads Add thread Delete thread Edit thread Author E-mail City Subject Message text Manage messages View messages Add message (Reply to message) Delete message Edit message o Author o E-mail o City o Subject o Message text
Newsletters
o Manage subscription groups o Add group o Delete group o Edit group Group name Group description (formatted text) Group e-mail (from e-mail) Manage subscribers o Add subscriber o Delete subscriber o View/Edit subscriber Full name
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E-mail Password (hidden) Confirm password (hidden) List of activated subscription groups for this subscriber Manage newsletters o Add newsletter o Delete newsletter o Edit newsletter Newsletter name Subject (will be included into the e-mail message) From address Full text (formatted text) Status (sent/unsent) The date of last sending Preview e-mail Send newsletter now Define the subscription groups Track the sending statistics
Vacancies o Manage Job types o Add job type o Delete job type o Edit job type Job type name o Manage Jobs o Add job o Delete job o Edit job Start date of posting End date of posting Open until filled (yes/no) Job Id# Title Department Job type (drop down list) Job description (formatted text) Salary Negotiable Absolute value Phone Fax E-mail Attach file Visibility Visible
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Hidden
Member area
o Manage sections o Add section o Delete section o Edit section Section name Parent section Section description Section picture Visibility (visible/hidden) Manage Articles o Add article o Delete article o Edit article Section Title Date Article announce (brief description) Picture for announce Article full text (format text using the integrated editor) Visibility
Events
o Manage Event sections (types) o Change the sections ordering o Add section o Delete section o Edit section Section name Manage Events o Event name o Place o Event type (drop down list) o Short description o Full description (formatted text) o Event start o Event finish o Add child event (event module) o Delete child event o Edit child event
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Products catalogue
o Manage Catalogue sections o Change sections ordering o Add sections o Delete sections o Edit section Section name Parent section Picture Description Section visibility Visible Hidden Products visibility Visible Hidden Manage Groups of characteristics o Manage the groups ordering o Add group o Delete group o Edit group Group name Manage Characteristics o Manage characteristics ordering inside the group o Add characteristic o Delete characteristic o Edit characteristic Characteristic group (drop down list) Characteristic name Manage Products o Add product o Delete product o Edit product Product name Section (drop down list) Ref number Price Short description Full description (formatted text) Small picture Big picture Visibility Visible
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Hidden Add characteristics group Delete characteristics group Manage characteristics for the group Define value for each characteristic Save characteristics values Add cross products Find product Attach product Delete cross products Add cross articles Find article Attach article Delete cross articles
Orders
o o o View orders Delete orders Edit orders o Change order status New Pending Approved Archived
Users
o o o Add user Delete user Edit user o Full name o Company o Phone o Fax o E-mail (login) o Password o Confirm password o Member Yes No
Administrators
o o Add administrator Delete administrator
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Edit administrator o Full name o Company o Phone o E-mail (login) o Password o Confirm password o Define the groups administrator belongs to
Groups of administrators
o o o Add group Delete group Edit group o Define permissions for each section of the administrative interface (radio buttons) Full control Read only Add and Edit Full prohibition
Personal details
o o o o o o Full name Company Phone E-mail (login) Password Confirm password
Settings
o Change values for system settings

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Date: May 3, 2004 Reaktivate Marketing Department Proposal for development

Prepared by: Prepared for: Date:

Reaktivate Interested persons May 3, 2004

Contact us through Guru.com Page 1

CLOSER TO THE REALITY

Date: May 3, 2004 Reaktivate Marketing Department Proposal for development

Contact us through Guru.com Page 2

CLOSER TO THE REALITY

Date: May 3, 2004 Reaktivate Marketing Department Proposal for development

Overview of Project Phases

Lifecycle objectives milestone

Lifecycle architecture milestone

Lifecycle operational capability milestone

Product release milestone

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Date: May 3, 2004 Reaktivate Marketing Department Proposal for development

Case View of Entire Process

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Date: May 3, 2004 Reaktivate Marketing Department Proposal for development

Review the vision Request changes

Approve project development plan for Elaboration Phase

Prepare project development plan for Elaboration phase

Approve System Architecture

Prepare System Architecture

Send second payment

Construction Phase begins

MILESTONES and SubProjects

Date: May 3, 2004 Reaktivate Marketing Department Proposal for development

Members area Public area

Database Administrative area Administrator

Visitor Public website

Functional modules and features

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Date: May 3, 2004 Reaktivate Marketing Department Proposal for development

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Date: May 3, 2004 Reaktivate Marketing Department Proposal for development

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Date: May 3, 2004 Reaktivate Marketing Department Proposal for development

Public website and content structure case study

Menu item 2 Section 1 Menu item 3

Menu item 4 Section 2 Section 3

Section 4 Website structure Content structure

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Feedback form generator

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Administrators and permissions

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