The document discusses a new lead allocation system (LAS) that aims to improve upon the legacy system. The new LAS allows for real-time allocation of leads based on location and acquisition rates. Key benefits include reduced costs for marketing and IT departments within the first year, and increased lead conversions and partner satisfaction. The system analyzes bids from partners in real-time and routes non-duplicate leads to the partner with the highest bid for that lead based on location. Stakeholders want an accurate, responsive system that is easy to use and maintain, while being delivered on budget and with all key features.

1. Lead Allocation System (LAS) A3 Inc.

2. What is a lead? How do we help the customer? How do we acquire leads? How do we distribute leads? How is lead quality maintained? Introduction

3. Legacy LAS Asynchronous distribution of leads Delayed reporting Affiliates / Merchants low satisfaction rate New LAS On the spot allocation of leads Based on lead geographical location (Zip Code) Based on the lead acquisition rate ($0-$30) Business Opportunity

4. Marketing department cost reduced by 60% within one year IT department cost reduced by 15% within six month Reduce Time for allocation the Leads from days to hours which will increase company revenue from 10% to 20% within six months. Lead conversions Increased by 50%. Within six months Partner’s / Affiliates satisfaction rate: Increased by 50% within one year Business Objectives

5. Real time allocation – Leads can be contacted as soon as they are allocated. The waiting time would reduce from days to a time period, in the seconds, that the marketing department deems appropriate Marketing department – Increased conversion would make advertising for marketing department easier since they would now be able to market the business with a new niche Stakeholder's goals

6. Exclusive lead means assigning a lead to a partner who accepts a lead which it has no demand for All transactions must be logged at granular level for debugging and legal purposes Legal agreement between A3 Inc. and partners necessary Business Risks

7. Allocate lead to highest bidder Real time Partners would bid or decline to bid for a lead Lead would be allocated to the highest bidder Partners need to respond in a legally binding SLA Partners would do not respect SLAs would be ignored even if their bid is the higest. This is very important to keep the system in a “Real Time” mode at all times. Major Features – Real time lead allocation

8. Two interfaces Incoming leads Publishing leads Algorithm for analysis and routing Analysis of the bids based on the SSN and Zip code Routing the correct non-duplicate lead to a unique partner Major Features – Real time lead allocation

9. Assumptions Contractual Agreement Completed integration Limitations System would not support advanced marketing analysis Assumptions and Limitations

10. Company President Believes system is essential to the continued success and growth of the company Marketing Department Want the system to be accurate enough to free up their resources and also be able to market the system to: Potential Lead Allocation Buyers Potential Lead Allocation Sellers Developers Want the system to be easy to use and maintain Stakeholders Profiles

11. Users Accurate System Responsive Project Manager Successful Project Be under budget and delivered on time with all known features Stakeholders Profiles (Cont.)

12. Interface for Lead Allocation Project Priorities