smart shopper club

1. Executive Summary

3. SHARE (Smart Exchange Reward) is a point
based reward system that offers facilities to
collect, store, and mine customers and
transaction data so that client can track their
preferences, analyze trends, and ultimately,
reward frequent customers. SHARE is a web-
based architecture and readily accessible
through the Internet. SHARE has modules that
include card or e-card and customer
maintenance, point and bonus calculation,
redemption, lotteries, and analysis reporting.

4. SHARE’s features:
• State-of-the-art technology.
• Robust security.
• Sophisticated status and analysis reports.
• Guaranteed support by a team of
experienced software pros.
• Customizable to suit your
requirements.

5. SHARE’s benefits:
• Rewards loyal customers.
• Identifies most profitable customers.
• Plans and implements campaigns.
• Analyses buying behavior of customers.
• Enhances customer service and satisfaction.
• Increases sales revenues.
• Identifies cross-selling opportunities.
• Provides complete sales information.
• Enables analysis on effectiveness of
marketing campaigns.

6. SHARE’s role:
CARES does many things, including:
• Loyalty Card details.
• Maintaining customer information.
• Uploading data transactions.
• Calculating points earned.
• Performs Points Query online.
• Maintaining redemption details.
• Maintaining gift item inventory.
• Handling associates/co-branding.
• Producing analysis reports.

7. Developement
Requirement analysis
Development of suitable advantages for customer cards
Qualitative and quantitative market analysis
Choice of suitable hardware
Realization
Staff training
Communication and implementation concepts
Software adaptation
Operation
Application management, lettershop
Creation and evaluation of database information
Etc.

8. Incentive & Loyalty Points Management System
Overview:
The Dashboard's Incentive & Loyalty Points Management system allows you
to create your own points-based incentives, promotions and loyalty system to
reward your visitors, customers and members for purchases, promoting your
site, engaging in feedback, taking tests, and much more. Create your own viral
grass roots marketing system, or street team system, to offer rewards to your
most loyal members in exchange for promoting your website throughout the
internet. Similar to a frequent flyer program, your rewards system will keep
your customers coming back as they build their points and redeem them on
your ecommerce site in your online auctions. Incentives, points and rewards
create the ultimate promotional tools, rewarding frequent purchasers, new
customers and your own internet marketing street team to virally promote
your products and services.

9. How You Can Use It:
Reward customers for purchasing
online in your ecommerce store
Reward members for renewing paid
subscriptions
Incentivize viral "tell a friend" activity
by offering reward points

10. Create click-through contests and offer points as
prizes
Create promotions online for almost any activity
Reward member participation with points based
auctions
Offer points for offline marketing and street
team activities by allowing members to upload
photographs of flyers, in-store promotions and
direct marketing
Show "Points Leaders" to motivate participation

11. How It Works:
Points are an integral part of incentivizing your users
and a great way of rewarding user activity. Points can
be integrated into every marketing and promotions
feature. Use the Loyalty Points System as a viral
component to drive traffic back to your site, increase
your registrants, excellent motivation to promote
specific campaigns, auctions, contests, more!
You create activities for participation and set the points
awards levels. Users are motivated to earn the points to
be redeemed in various ways. Points redeeming
examples include:

12. Redeem in auction
Redeem in store
Redeem for gift certificate
Redeem for membership renewal
Redeem to enter a contest

13. Highlighted Features:
Advanced Points Reporting
Dashboard System Reporting allows you to view
reports on points associated activities tracked by
activity type and by individual user.
Automatic Points Management
Users can be auto-awarded points for
participation. The Dashboard Loyalty Points
Management System provides hassle free
management with automatic points tracking and
ability to add / subtract user points at anytime.

14. Poll Management System
Use the Poll Management System to quickly and easily deploy
multiple choice, single answer user polls to any page on your
site, public or password protected. When used in conjunction
with the Dashboard Loyalty Points Management to motivate
user participation, the Poll Management System creates a
powerful Market Research and Demographic Profiling tool.
Survey System
Get to know your web site visitors and get valuable feedback on
any topic you desire. Create any combination of radio button,
check box, dropdown list, multi-select list box and text entry
fields. Real time reporting includes response rate analysis,
percentage calculations, text answer grouping and more. Highly
customizable features allow you to create, approve, publish and
review reporting for your surveys at any time. Reward your users
for their time and valuable feedback by awarding points.

15. Referral System / "Tell A Friend" Viral Component
Easily motivate users to tell their friends about your website
or promotion! Users who refer friends can be rewarded
with points, which are automatically tracked via the
Dashboard using referrer name / referral codes provided by
you.
Trivia Management System
Use the Trivia Management System to provide compelling
content to your users, while providing information about
your products/events/etc. When used in conjunction with
the Marketing & Promotions Package, the Trivia
Management System creates a powerful incentive for users
to interact with your site and learn more about what you
have to offer.

16. Quizzes System
Use quizzes to satisfy any number of business
objectives, from fun content, incentivizing activities,
online testing, online education, and much more!
Create quiz questions, quiz types, multiple-choice
testing, response reporting, automatically award points
/ store discounts for answering correctly, configure
minimum score level, much more!
Contest Management System
Use the Contest Management System to create
contests for your visitors. The system takes all the guess
work out of setting up contests, contacting entrants,
and awarding random winners:

17. Create Text, Links and Images for Contest
Description,Rules, and Prize Description
using the Integrated Content Management
Feature
Manage Entries Allowed per User, Total
Entries Allowed, Etc.
Automatically Select and Email Random
Winners
Real Time Entry Rates Reporting
Advanced User Registration Built-in

18. Auction Management System
The Auction Management System can
provide a source of revenue, increases
your site's repeat traffic, builds your
user database, and reward your
community. Provide multiple, ongoing,
multi-term Auctions for your users:

19. Completely Manage Full Auction Life Cycle
Choose Cash or Points-based Auction (When used with
Marketing & Promotions Package)
Create Text, Links and Images for Auction and Prize
Description using the Integrated Content Management
Feature
Set Minimum Bid Levels
Pre-publish and Expire Auctions
Validate Highest Auction Bidders
View User Information of Bidders and Winners
Integrates with Marketing & Promotions Package and
Loyalty/Points System

20. Street Team Management System
Dashboard's Street Team System is a completely turn
key, easy to use set of online street team tools that
allow you or your marketing partner to run an entire
online street team with deployment of advanced
promotional campaigns daily! Outfit your online
audience with the marketing gear they need to spread
the word, like trackable banners and icons. Contests
opportunities incentivize your team by offering prizes
to users who facilitate the most click throughs, either
with web gear, trackable links, banners, or message
board links.

21. Grab and get web gear created by you!
Trackable links and GUID numbers
identify individual user activity
Comprehensive reporting
Tied into Contests System and Loyalty
Points System to incentivize
participation

22. Customer Service & Customer Resource Management (CRM)
System Overview:
The Dashboard's Customer Service and CRM (Customer Resource
Management) system is a completely integrated and automated
way to provide your visitors, customers, subscribers and/or
members world-class service in a low cost, highly efficient
manner. Automatically track all interaction your customer has
with your website and your support personnel. Empower your
customers to help themselves by providing access to edit
information, view order status and tracking data, view customer
service requests and responses, renew or upgrade memberships,
and search your own knowledge base and FAQ's. The Customer
Service system integrates seamlessly with all Dashboard systems,
allowing you to see complete customer history at a glance!

23. How You Can Use It:
Provide your customers with a more efficient
way to get support than simple email
Cut your costs and save time by accessing all
customer data in one simple screen
Give your customers access to view and update
their information online
Create groups to quickly organize, find and
contact your customers
Reward your most active customers by offering
incentive points or gift certificates

24. How It Works:
The Dashboard Customer Service and CRM system tracks all
interaction with your customers in three primary ways. First, all
interaction with your website is automatically tracked, including
orders placed, downloads purchased, emails read, surveys taken,
gift certificates redeemed, incentive points earned and much
more. Next, your customer has full access to manage and view
account settings, order history, customer service requests,
shipping addresses and more. All changes made by the
customer online are tracked and stored for your administrators
to view. Finally, as an administrator, you have full access to view
and modify customer information, block problem customers, and
reward loyal ones. If you have multiple customer service
representatives using the Dashboard, you can restrict certain
access permissions for each administrator you create.

25. Highlighted Features:
Customer Service Request Manager
Receive your customer requests directly through
your Dashboard-powered website. Customers can
add new requests, view old requests, read replies
and even re-open old requests if they feel their
request has not been addressed. Dashboard
administrators can reply to requests, close them, re-
assign them or escalate them to a supervisor. This
is far more efficient than simple email, and provides
a central interface where administrators and
supervisors can read and track history on all
customer service requests.

26. Customer Information Center
The Dashboard Customer Information
Center provides a complete snapshot of a
customer's profile, purchase history,
customer service requests and much
more. Administrators can make private
notes only accessible to other
administrators. Easily create new,
searchable fields to track any information
on your customers.

27. Customer History Tracker
You'll know every time a customer updates
his or her information online or the system
makes changes to customer
accounts. Track order status changes,
customer address changes, account
expirations, emails read and more - all with
complete details on the administrator or
system process that made the update.

28. discounts, send physical mail, create
orders and more. Groups offer a
convenient way to view segmented
reporting based on different customer
profiles.

29. Step 1: Project Goals
A project is successful when the needs of the stakeholders have been met. A
stakeholder is anybody directly, or indirectly impacted by the project.
As a first step, it is important to identify the stakeholders in your project. It is not
always easy to identify the stakeholders of a project, particularly those impacted
indirectly. Examples of stakeholders are:
The project sponsor.
The customer who receives the deliverables.
The users of the project outputs.
The project manager and project team.
Once you understand who the stakeholders are, the next step is to find out their
needs. The best way to do this is by conducting stakeholder interviews. Take time
during the interviews to draw out the true needs that create real benefits. Often
stakeholders will talk about needs that aren't relevant and don't deliver benefits.
These can be recorded and set as a low priority.
The next step, once you have conducted all the interviews, and have a comprehensive
list of needs is to prioritise them. From the prioritised list, create a set of goals that
can be easily measured. A technique for doing this is to review them against the
SMART principle. This way it will be easy to know when a goal has been achieved.
Once you have established a clear set of goals, they should be recorded in the project
plan. It can be useful to also include the needs and expectations of your stakeholders.
This is the most difficult part of the planning process completed. It's time to move on
and look at the project deliverables.

30. Step 2: Project Deliverables
Using the goals you have defined in step 1,
create a list of things the project needs to
deliver in order to meet those goals.
Specify when and how each item must be
delivered.
Add the deliverables to the project plan
with an estimated delivery date. More
accurate delivery dates will be established
during the scheduling phase, which is next.

31. Step 3: Project Schedule
Create a list of tasks that need to be carried out for
each deliverable identified in step 2. For each task
identify the following:
The amount of effort (hours or days) required to
complete the task.
The resource who will carryout the task.
Once you have established the amount of effort for
each task, you can workout the effort required for each
deliverable, and an accurate delivery date. Update your
deliverables section with the more accurate delivery
dates.

32. At this point in the planning, you could choose to use a
software package such as Microsoft Project to create
your project schedule. Alternatively, use one of the
many free templates available. Input all of the
deliverables, tasks, durations and the resources who
will complete each task.
A common problem discovered at this point, is when a
project has an imposed delivery deadline from the
sponsor that is not realistic based on your estimates. If
you discover that this is the case, you must contact the
sponsor immediately. The options you have in this
situation are:

33. Renegotiate the deadline (project
delay).
Employ additional resources
(increased cost).
Reduce the scope of the project (less
delivered).
Use the project schedule to justify
pursuing one of these options.

34. Step 4: Supporting Plans
This section deals with plans you should
create as part of the planning process.
These can be included directly in the plan.
Human Resource Plan
Identify by name, the individuals and
organisations with a leading role in the
project. For each, describe their roles and
responsibilities on the project.

35. Next, describe the number and type of
people needed to carryout the project.
For each resource detail start dates,
estimated duration and the method
you will use for obtaining them.
Create a single sheet containing this
information.

36. Communications Plan
Create a document showing who needs to
be kept informed about the project and
how they will receive the information. The
most common mechanism is a weekly or
monthly progress report, describing how
the project is performing, milestones
achieved and work planned for the next
period.

37. Risk Management Plan
Risk management is an important part of
project management. Although often
overlooked, it is important to identify as
many risks to your project as possible, and
be prepared if something bad happens.
Here are some examples of common
project risks:
Time and cost estimates too optimistic.

38. Customer review and feedback cycle
too slow.
Unexpected budget cuts.
Unclear roles and responsibilities.
Stakeholder input is not sought, or
their needs are not properly
understood.
Stakeholders changing requirements
after the project has started.

39. Stakeholders adding new
requirements after the project has
started.
Poor communication resulting in
misunderstandings, quality problems
and rework.
Lack of resource commitment.

40. Risks can be tracked using a simple risk log.
Add each risk you have identified to your
risk log; write down what you will do in the
event it occurs, and what you will do to
prevent it from occurring. Review your risk
log on a regular basis, adding new risks as
they occur during the life of the project.
Remember, when risks are ignored they
don't go away.

41. Congratulations. Having followed all
the steps above, you should have a
good project plan. Remember to
update your plan as the project
progresses, and measure progress
against the plan

42. Thank YOU