Recommendations and plan for redesign and optimisation of life insurance solutions provider digital presence and brand.

1. TCP
LifeSystems
|
Web
Design
Web
Site
Development
Project
Proposal
&
Estimate
prepared
for:
Matthew
Clark
TCP
LifeSystems
prepared
by:
Noel
Flowers
Digital
Marketing
prepared
on:
September
26,
2013

2.
–
Private
&
Confidential
–
Page
2
|
Project
Overview
This
proposal
and
quote
is
based
on
conversations
between
Matthew
Clark,
Alison
Streek
and
Noel
Flowers,
as
well
as
the
company
collateral
provided
and
the
initial
mockups
created.
It
outlines
the
recommended
solution,
project
approach
and
estimated
fees
involved
in
the
design
and
development
of
the
www.tcplifesystems.com
website.
Goals
&
Objectives
The
main
goal
of
the
TCP
website
is
to
generate
quality
leads
through
calls
and/or
submission
of
contact
information
from
primarily
life
and
pension
insurance
companies,
and
to
act
as
an
appropriate
online
window
front
to
the
solutions
available.
This
proposal
has
been
created
to
achieve
the
following
primary
objectives
from
the
website
development
project:
• Revamp
look
&
feel
to
a
more
modern
and
sharp
design,
while
improving
usability
• Increase
relevant
traffic
and
visibility
of
site
for
related
search
results
• Provide
the
ability
to
quickly
and
easily
update
content
and
manage
site
Parameters
&
Expectations
The
proposal
takes
into
account
the
following
factors
and
expectations
as
expressed
by
TCP
during
preliminary
discussions:
• TCP
has
limited
internal
resources
and
time
to
dedicate
to
the
project
• New
content
to
be
created
by
Datasouth,
using
current
site
&
brochures
provided
• Desired
launch
date
is
the
first
quarter
of
2014
Estimated
Time
&
Costs
Based
on
the
proposed
solution,
and
considering
all
the
factors
surrounding
the
development,
we
have
provided
an
estimated
total
cost
and
completion
date
below:
• Overall
Cost
£
5,748
• Time
to
Complete
13
weeks*
from
commencement
date
*
This
would
meet
the
desired
launch
date
of
Q1
2014
as
of
the
date
of
this
proposal

3.
TCP
LifeSystems
|
Web
Design
Page
3
|
Our
Approach
To
ensure
that
each
of
the
project’s
key
objectives
are
met
and
delivered
on
time,
and
are
in
line
with
your
expectations,
we
adopt
a
5–Step
Project
Management
Plan
that
clearly
identifies
critical
milestones
and
deliverables
for
each
phase
of
the
project.
1
–
Analyse
This
is
the
research
phase,
and
is
basically
a
summary
of
the
information
we
have
collated
from
our
initial
meetings.
This
includes
general
needs
and
ideas,
specific
goals,
possible
issues
or
problems,
and
a
definition
of
the
overall
project
scope.
1.1
Project
proposal
and
plan
2
–
Plan
The
purpose
of
the
analysis
stage
is
to
identify
the
deliverables
within
the
constraints
of
the
project.
In
this
step,
we
aim
to
specifically
define
how
each
of
these
will
be
accomplished
through
the
creation
of
a
series
of
working
documents,
including
the
sitemap,
page
wireframes,
and
functionality
briefs.
2.1
Site
Architecture
(please
see
“Appendix
I”)
2.2
Page
Wire
Frame
Templates
2.3
Components
&
Functionality
5
Deliver
4
Build
3
Create
2
Plan
1
Analyse

4.
–
Private
&
Confidential
–
Page
4
3
–
Create
We
will
develop
the
final
look
&
feel
of
the
site
based
on
feedback
from
initial
studies
and
output
from
earlier
phases,
combined
with
factors
like
usability,
visitor
engagement,
and
accessibility.
New
content
will
then
be
created
and,
along
with
the
graphics
&
images,
incorporated
into
each
individual
page
design
for
review
and
approval.
3.1
Page
Design
Templates
(please
see
“Appendix
II”)
3.2
List
of
Images
w/
Rights
Management
3.3
Final
Pages
w/
New
Content
(promised
sample
will
follow)
3.4
Approved
Page
Checklist
4
–
Build
We
recommend
developing
the
revamped
site
in
Concrete5
(http://www.concrete5.org/)
open
source
content
management
system
(CMS)
due
to
its
simple
inline
editing
tools,
limited
vulnerability,
support
features
and
SEO-­‐friendly
output
code.
4.1
Branded
Theme
for
Concrete5
4.2
Bespoke
Functionalities
4.3
On-­‐Page
Optimisations
(SEO)
5
–
Deliver
The
final
stage
of
the
project
is
to
review
and
deploy
the
site
with
full
cross-­‐browser
compatibility
and
integrated
testing.
This
will
include
our
own
internal
Quality
Assurance,
as
well
as
your
own
User
Acceptance
Testing
of
the
staging
site
pre
and
post-­‐launch.
Full
support
will
also
be
provided
to
help
you
get
acquainted
with
the
CMS
functionality
and
tools,
and
to
correct
any
errors
or
bugs
in
the
site
at
no
additional
cost
up
to
three
months
after
launch.
5.1
QA
Compliance
&
UAT
5.2
Website
Deployment
5.3
Post-­‐Launch
Support
Services

5.
TCP
LifeSystems
|
Web
Design
Page
5
|
Methodology
We
employ
an
online
portal
as
a
method
to
manage
the
project,
and
to
provide
you
with
the
ability
to
view
progress
in
real-­‐time,
anytime.
Log
in
using
any
regular
internet
connection,
and
see
current
and
previous
versions
of
each
stage
of
work
as
it’s
done,
and
even
watch
as
we
apply
your
latest
edits.
This
is
a
unique
approach
to
website
development,
with
very
tangible
benefits:
• Complete
transparency
–
you
see
what
has
been
done
and
when
• Easy
file
sharing
–
no
more
huge
email
attachments
of
design
studies
• Convenient
access
–
view
files
from
anywhere,
at
any
time
|
Project
Estimate
We
have
prepared
cost
and
time
estimates
based
on
the
following
aspects
that
have
been
identified
as
being
within
the
scope
of
the
current
website
development
project:
• Project
plan
and
aggregation
of
requirements
• Sitemap,
Wireframes
and
Functionality
Briefs
• Compilation
of
content
and
placement
–
estimate
38
pages,
approximately
10
new
• Branded
theme
for
Concrete5
content
management
system
• CMS
integration
and
backend
programming
• On-­‐page
Search
Engine
Optimisation
set
up,
and
sitemap
submission
to
engines
• W3C
compliance
and
adherence
to
best
practises
• Home
page
banner
with
slider
function
• Blog
and/or
article
section,
with
feed
update
to
main
site
• Internal
site
search
and
user
download
capability
• Enquiry
form
specific
to
possible
sales,
separate
from
simple
"contact
us"
form
• Responsive
site
design,
optimised
for
mobile
and
other
devices
• Social
media
connectivity
(set
up
and
maintenance
would
incur
an
additional
cost)
• Quality
assurance,
including
cross-­‐browser
compatibility
• On-­‐going
support
services
and
bug
fixes
(up
to
3
months
post-­‐launch)
Costs
associated
with
third
party
vendors
(e.g.
images
subject
to
royalties)
can
be
handled
directly
with
the
provider
or
invoiced
at
cost
through
Datasouth
as
preferred.
Any
additional
support
services
needed
will
be
provided
as
per
your
existing
Datasouth
hosting
service
level
(if
applicable),
or
is
available
at
our
standard
developer
rates.

6.
–
Private
&
Confidential
–
Page
6
Timeframe
The
estimated
project
timeframe
is
based
on
the
in-­‐scope
features
listed
and
does
not
consider
any
approval
or
customer
response
times,
but
is
specific
to
the
time
required
for
Datasouth
to
complete
the
identified
tasks
and
project
milestones.
If
a
milestone
date
is
missed,
any
reason,
subsequent
milestone
dates
and
the
projected
final
delivery
date
may
be
amended
accordingly.
PROJECT STAGE
M O N T H 1 M O N T H 2 M O N T H 3
W1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12
Step
1
–
Analyse
Step
2
–
Plan
Step
3
–
Create
Step
4
–
Build
Step
5
–
Deliver
Post-­‐Launch
Support
Based
on
the
estimated
time
to
complete
the
project,
the
desired
early
2014
launch
date
is
more
than
feasible.
Total
Price
The
estimated
costs
to
complete
are
presented
in
the
table
below.
Datasouth
would
request
a
50%
deposit
to
be
paid
upon
confirmation
of
your
order,
with
the
balance
payable
once
your
new
website
has
been
deployed
live.
P R O J E C T E L E M E N T C O S T ( G B P )
Project
Management
£
540
Website
Design
&
Content
£
2,000
Website
Development
&
Launch
£
2,665
Digital
Marketing
(SEO
&
Analytics
Set-­‐Up)
£
560
TOTAL
(GBP)
£
5,748
*
N.B.
–
all
prices
quoted
are
exclusive
of
VAT

7.
TCP
LifeSystems
|
Web
Design
Page
7
Recommended
Solutions
Based
on
our
analysis
of
the
www.tcplifesystems.com
site
and
digital
presence,
would
like
to
recommend
some
relevant
post-­‐launch
solutions
that
could
be
of
benefit
to
achieving
the
goals
and
objectives
we
listed
at
the
start
of
this
proposal.
• Search
Engine
Marketing
Strategy
–
combine
different
digital
marketing
tools
to
locate
TCP’s
niche
market
and
then
target
them
with
appropriate
content
• E-­‐mail
Campaign
Marketing
–
develop
subscriber
base
through
site
and
social
network,
and
market
to
them
with
a
very
specific
and
personalised
email
campaign
• Printed
Collateral
Design
–
develop
eye-­‐catching
and
up-­‐to-­‐date
company
collateral
for
usage
through
both
the
web
and
more
traditional
mediums
We
are
happy
to
discuss
and
adjust
our
services
and
the
terms
of
the
engagement
based
on
your
needs
and
what
suits
you.
We
also
like
to
develop
productive
and
mutually
beneficial
partnerships,
and
strongly
believe
in
flexible
and
effective
solutions
that
make
sense.
|
Why
Datasouth?
Datasouth
has
been
building
sites
that
work
since
we
first
started
over
14
years
ago.
By
adapting
to
new
technologies
and
building
a
core
team
of
experienced
individuals
who
have
the
expertise
and
the
passion
to
provide
intelligent
solutions
that
are
right
for
our
client,
we
are
pretty
sure
we
will
continue
to
do
so
for
many
more
years
to
come.
We
employ
best
practice
coding
standards,
version
control
tracking
systems
and
a
state-­‐of-­‐
the-­‐art
customer
service
ticketing
system.
Above
all,
we
take
pride
in
our
work,
and
want
to
develop
a
solution
that
works…
both
for
you,
and
for
your
business.
If
you
have
any
questions
relating
to
this
proposal,
or
the
company
in
general,
please
feel
free
to
call
us
directly
on
023
8000
1255
or
email
noel.flowers@datasouth.co.uk.
Thank
you
for
your
consideration
of
this
proposal,
we
are
looking
forward
to
the
possibility
of
working
with
you.

8.
–
Private
&
Confidential
–
Page
8
Our
Work
We
have
been
involved
with,
and
successfully
delivered
numerous
solutions
for
a
wide
range
of
clients
over
the
years.
Ranging
from
websites
built
with
open-­‐source
content
management
systems
to
bespoke
booking
engines,
promotional
banners
for
e-­‐
commerce
sites
to
multi-­‐national
pay-­‐per-­‐click
campaigns,
we
are
able
to
provide
a
wide-­‐range
of
services
and
bring
a
unique
perspective
to
the
table.
 Bespoke
Development:
U-­‐Drive
Vehicle
Hire
–
www.u-­‐drive.co.uk
Developed
a
bespoke
vehicle-­‐rental
booking
engine
for
a
network
of
branches
spread
across
the
south
of
the
United
Kingdom.
Complete
with
it’s
own
custom
CMS
and
vehicle
management
tools;
the
solution
provided
also
features
a
one-­‐of-­‐a-­‐kind
Damage
Master
tool
for
their
garage
repair
service.
Providing
the
ability
to
upload
individual
vehicles
based
on
their
registration
number,
and
then
mark
unique
damage
and
repairs
made,
we
were
able
to
provide
an
innovative
solution
specific
to
our
partner’s
business
and
needs.

9.
TCP
LifeSystems
|
Web
Design
Page
9
 Design
Revamp:
Landscape
Answers
–
www.landscape-­‐answers.co.uk
Tasked
to
create
a
more
inviting,
open
and
aesthetically
relevant
site
design
for
a
local
landscape
architect
on
a
limited
budget.
We
were
able
to
incorporate
elements
of
their
work
using
their
own
photographs,
while
improving
the
site
functionality
and
guiding
potential
clients
to
the
contact
page
and
generating
the
site’s
first
leads.
BEFORE:
AFTER:
©
2013
Datasouth
UK
Limited.
UK
Registered
Company
Number:
3646993
Registered
Office:
2
Kings
Road,
New
Milton,
Hampshire
BH25
5AY

10.
–
Private
&
Confidential
–
Page
10
Appendix
I
–
Sitemap
>
Estimated
total
of
38
content
pages
>
Requires
creation
of
approximately
10
new
pages
>
Propose
including
screenshots
of
SS/G
under
each
component
>
Other
proposed
features:
-­‐
Home
page
banner
slider
(each
frame
with
1
of
5
business
propositions)
-­‐
Blogging
capability
and
latest
article
feed
to
footer
-­‐
Internal
site
search
feature
-­‐
Enquiry
form
specific
to
possible
sales,
separate
from
simple
"contact
us"
form
-­‐
Provide
brochure
download
capability
-­‐
Case
studies
(when
ready)
will
also
be
downloadable
and
viewable
online
-­‐
Social
media
connectivity
-­‐
Responsive
design,
optimised
for
mobile
and
other
devices

11.
TCP
LifeSystems
|
Web
Design
Page
11
Appendix
II
–
Page
Design
Templates
Home
Study
1
Home
Study
2