RFP for CRM & IT Implementation Budget

2. INTRODUCTION
• TEAM INTRODUCTION / MORRIS & ASSOCIATES IT DEPARTMENT
• QUOTE – “OUR BUSINESS IS ABOUT TECHNOLOGY, YES. BUT IT'S ALSO ABOUT OPERATIONS AND
CUSTOMER RELATIONSHIPS.” – MICHAEL DELL
• PRESENTATION OUTLINE
• ORG CHART, JOB DESCRIPTIONS/ SALARIES , BENEFITS , BUDGETARY ALLOTMENTS & CRM ACQUISITION
Tim C

3. Tim C

4. FRINGE BENEFITS
AVG: + 30% OF GROSS SALARY
SALARIES - $1,798,430.00
TRUE COST - $ 2,337,959.00
Tim C

5. Job Descriptions & Salaries
• Chief Information Officer
- Annual Salary $ 142,609
• Applications Manager
- Annual Salary $110,268
• Network Architect/Manager
-Annual Salary $136000
• SYSTEMS INFRASTRUCTURE MAN.
-ANNUAL SALARY: $107,283
o Business Analyst
- Annual Salary $65,975
o Network Specialist
- Annual Salary $ 60,180
o Webmaster
- Annual Salary $69,835
o Security Specialist
- Annual Salary $44,470
Hasan M

6. Job Descriptions & Salaries
• Communication Specialist
- Annual Salary $72,250 (Chicago)
• Project Managers
• Senior Project Manager
- Annual Salary $82,520 (Chicago)
• Project Manager
- Annual Salary $80,000 (Chicago)
• Administrator to CIO and IT Team
- Annual Salary $58,903 (Chicago)
Carla R.

7. IT OFFICE SPACE REQUIREMENTS
• HEADQUARTERED IN CHICAGO, 1 SOUTH FRANKLIN ST. CHICAGO, ILLINOIS 60606
• OFFICES IN SAN FRANCISCO & NEW YORK
• 4226 SQ FT @ $1.67/SQ FT ( CHICAGO SPACE)
• 100 SQ FT @ $4.58/SQ. FT. (SAN FRANCISCO)
• 100 SQ. FT.@ $11.11/SQ. FT. (NEW YORK)
• TOTAL SPACE RENT: $87,05964
TOBI O

8. INSURANCE BUDGET
• PROPERTY INSURANCE @ $1250/MONTH : $15,000/YEAR
• GENERAL LIABILITY (25 EMPLOYEES) $8333.33/MONTH: $100,000
• LIFE INSURANCE (OPTIONAL, 10 STAFF) @ $500/MONTH: $60,000
TOBI O

9. UTILITIES
• ELECTRICITY (COM ED.) : $1000/MONTH., $42,000/YR. @ 7.43CENTS/KWH
• GAS/HEAT (PEOPLES GAS): $350/MONTH, $4200/YR.@ .5160 CENTS/ THERM. (RATE 2 CUSTOMER)
• WATER (STATE OF ILLINOIS): $900/MONTH, $10,800/YR.
• GARBAGE/WASTE ( STATE, GREEN INITIATIVE) : $400/MONTH, $4800/YR.
• TOTAL UTILITIES/ YR.: $31,800
TOBI O.

10. FEES /EXPENSES
• CONSULTING FEES: $1500/MONTH OR $20,400/YEAR
• TRAVEL EXPENSES: $8000/MONTH OR $96000/YEAR
• TRAINING ( INSTRUCTORS FEES: $5000/YEAR
TRAINING HANDOUT: $800/YEAR (NOT FIXED)
CONTINUOUS ED./CERTS. $ 10,000/YEAR
HARDWARE: $4000/YEAR (NOT FIXED)
TOTAL FEES/EXPENSES/ YEAR: $136,200/ANNUM

11. DESKTOP LEVEL EQUIPMENT
• MID-PERFORMANCE DESKTOPS FOR LAWYERS (INTEL I5)
• UPPER MID-PERFORMANCE LAPTOPS FOR IT TEAM
• MID PERFORMANCE TABLETS FOR OFF-LOCATIONWORK
• SAME OPERATING SYSTEM FOR DESKTOPS, LAPTOPS AND TABLETS TO AVOID
COMPATIBILITY & CONFIGURATION ISSUES.
FASI M
ABDUL M

12. DESKTOP LEVEL EQUIPMENT - $253,482.00
FASI M
ABDUL M

13. PRINTERS, BACKUPS AND SOFTWARE
LICENSING
FASI M
ABDUL M

14. FASI M
ABDUL M

15. COMMUNICATION & NETWORK
FASI M
ABDUL M

16. COMMUNICATION/HARDWARE
FASI M.
ABDUL M.

17. NETWORK LEVEL EQUIPMENT
FASI M.
ABDUL M.

18. C.R.M. FUNCTIONAL REQUIREMENTS
• CAMPAIGN MANAGEMENT
• INTEGRATION
• EFFICIENCY
• CALL AND HISTORY TRACKING
• ENHANCEMENT
• CUSTOMIZATION REPORTS
• ADVANCED SEARCH
CARLA R. HASAN M.

19. C.R.M. TECHNICAL REQUIREMENTS
• SERVER INFRASTRUCTURE/ARCHITECTURE
• SUPPORTS XML
• MOBILE INTEGRATION
• MICROSOFT SYSTEM INTEGRATION
• PROCESSOR
• DATABASE TUNING/ADMIN
• SECURITY
• WEB SERVER CLIENT TECHNOLOGIES
TOBI O

20. AMICUS ATTORNEY PREMIUM EDITION
PRACTICE MANAGEMENT SOFTWARE
(C.R.M)
• AMICUS ATTORNEY PREMIUM EDITION PRACTICE MANAGEMENT SOFTWARE
• C.R.M OF INTEREST
• PREMIUM EDITION ( SEMI HYBRID OF CLOUD AND DESKTOP FEATURES)
• MEETS MAJORITY OF OUR TECH/FUNCTIONAL REQUIREMENTS
• DEDICATED IT SUPPORT STAFF
• ONGOING LICENSING.
ALL TEAM MEMBERS

21. TOTAL IT BUDGET
• PROJECTED EXPENSES FOR 2015 : $4,000,000
• ACTUAL IT BUDGET FOR FISCAL 2015 : $3,823,303.03
• SURPLUS OF $176,696.97
TOBI O

22. QUESTIONS/COMMENTS/FEEDBACK
• THANK YOU