Table of Contents 1 Introduction.....................................................................................................................................1 1.1 Purpose.....................................................................................................................................1 1.2 Scope........................................................................................................................................2 2 Positioning.......................................................................................................................................2 2.1 Problem Statement.....................................................................................................................2 2.2 Stakeholders and Users Description...............................................................................................3 2.3 User Summary...........................................................................................................................3 3 System Overview..............................................................................................................................4 3.1 CCFM Functionalities....................................................................................................................4 3.1.1 Direct Browser Access............................................................................................................4 3.1.2 Membership Sites..................................................................................................................4 3.1.3 Download/Activity Reminder ..................................................................................................9 3.1.4 Feeds..................................................................................................................................9 3.1.5 Membership Finder..............................................................................................................10 3.1.6 Coaching Feature.................................................................................................................11 3.1.7 Expense Tracker.................................................................................................................11 3.1.8 Data Filling Form.................................................................................................................12 3.1.9 Chatting Tool - To be partially implemented in version 1.0.........................................................13 3.1.10 Announcements Tool..........................................................................................................14 3.1.11 Graphical User Interface.....................................................................................................14 3.1.12 Data Synchronization.........................................................................................................14 3.1.13 System Security................................................................................................................15 4 System Features.............................................................................................................................15 4.1 Data Security............................................................................................................................15 4.2 My Memberships.......................................................................................................................15 4.3 Viral Capabilities.......................................................................................................................15 4.4 User Levels Capabilities..............................................................................................................16 .....................................................................................................................................................16 4.5 What Each User Plan Can Do.......................................................................................................17 4.6 Viral Capabilities for Different Levels and Discount Offers ..............................................................18 5 Other Requirements........................................................................................................................19 5.1 Non-functional Requirements......................................................................................................19 5.2 System Requirements................................................................................................................19
1 Introduction 1.1 Purpose The purpose of this document is to collect, analyze, and define high-level needs and features of the CCFM software system (functional & nonfunctional). It focuses on the capabilities needed by the stakeholders, and the target users, and why this needs exist. The details of how the system fulfills these needs are not targeted in this document.
1.2 Scope The functional and non-functional specifications listed in this document are only applicable to the CCFM software system, and to be fully satisfied in a single final release version. The specifications listed in this document are for the Ultimate user level of CCFM and not for the limited memberships levels unless explicitly stated.
2 Positioning 2.1 Problem Statement The internet has become enormous in what it is offering users, even though everyone of us uses the internet for different purposes, some of the internet users right now; internet marketer, webmasters, software developers, and regular internet users are also part of one or more of the membership sites available online and focus a great deal of their usage through membership sites. The membership sites can be a forums, news sites, discussion group, social sites, or even emails account websites (Gmail, Yahoo, msn, etc) banking account, utility pay and lookup accounts and the list goes on. Every user holding membership in more than one membership in any of those categories, mentioned above faces a huge and ever increasing problem. That problem is managing all these information resources and tools without losing focus and profits and time. Because of the enormous number of memberships we hold, often times one or more of these sites are left unattended or worse eats away at our financial resource without any financial or resourceful return. If there is a way to help us realize the intended value of each of our memberships we hold, easily, efficiently and with less frustration and less time consumption, it could really maximize our profits and save us a ton of time, not to mention the value that translates into a better overall online experience. This software has been conceptualized to solve the aforementioned problem. We want to have software that can help people to: •
Secure their personal information
•
Memorize the membership sites and access credentials they hold and have used.
•
Help them maximize the profit potential of each and every membership they hold.
•
Have a viral system that helps merchants and internet marketers promote their products and services more effectively, efficiently and remain competitive.
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2.2 Stakeholders and Users Description To effectively provide products and services that meet our users real and perceived needs it is necessary to employ the services of a full time full service programming operation. In addition as this area of demand is just being recognized it is important to secure the expertise and active services of a professional marketing and copywriting firm. To accurately identify and users' real needs, it is necessary to identify and involve all of the stakeholders as part of the Required Modeling process. The stakeholder involved are all actively engaged in our target market and as such are representative of the market we feel will benefit most, initially to this type of product. Having their input to guide the process to completion can have a dramatic effect upon the expected outcome to the benefit of the user and stakeholder combined. It is our contention that establishing such requirements are essential for the success of this project.
2.3 User Summary Present a summary list of all the identified users. Name
Description
Price per month
Test Drive
Clients who download the software for trial period. The trial period lasts for 21 days.
$1.00*
Basic
Clients who only have limited use of the software.
$9.97
Pro*
They have all the software capabilities Except the Viral features.
$37.00
Deluxe*
They have all the system capabilities and some of viral features.
$97.00
Enterprise
Act as a JV partners as well. They have the full capabilities of our system.
$197.00
Test Drive One time fee
*Pro and Deluxe are being merged == price point between $47 and $67 per month
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3 System Overview 3.1 CCFM Functionalities 3.1.1
Direct Browser Access
The software will have web browser capabilities similar to those found in Internet Explorer. The browser will include: •
Address Bar with Auto complete capability
•
Read from Internet Explorer Favorites, History, Bookmarks,…etc
•
popup blocker
•
Use Internet Settings.
3.1.2
Membership Sites
Membership sites are all the sites available to users and user selected site to be managed by the software to help the users to keep records of their data and experiences with those sites.
Categories Users can categories their membership sites according to the nature of their websites. There will be predefined categories that come up with the system and also the user will have the ability to create their own categories. •
Main Categories
•
General memberships
•
Resource memberships - continuous download memberships
•
Forums memberships - see eforumsubmitter for program design
•
Personal memberships/accounts
•
Giveaways/Short-term memberships - see giveaway manager 2 for example
•
User Categories (those the user can create)
•
Each category will have a type. There are three types of:
•
Paid
•
Free
•
Viral
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Entities •
For each membership site their will be some entities required such as:
•
Name
•
Category
•
Type
•
Finance
•
Payment Method
•
Payment Type
•
Payment Schedule
•
Monthly Cost
•
Affiliate Program (see more details on section 4.1.2.3)
•
Dates
•
Signup Date
•
Cancellation Date (More Details)
•
Re-Activation Date (More details)
•
Link
•
Basic
•
Home/main page
•
Registration/signup
•
Confirmation
•
Members main.
•
Extra
•
Payment page
•
One time offer page
•
Upgrade members
•
Special offer page
•
Announcement page
•
Up sell page
•
Down sell page
•
Affiliate page
(Paid, Free, Viral)
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Short-term/JV Giveaways You can add more than one Product to the same membership site. For each giveaway you are required to have the following info: •
Banner (image) URL
•
Download page URL
•
Sales page URL
•
Short Description
•
Long Description
•
Contributor link
•
Member link
Affiliate Program For each membership site you can have more than an affiliate account. Let say you are a member in a site that sells 10 different products, and you would like to promote 5 of these products. All under the same affiliate ID. In this case you will create 5 affiliate accounts under this membership site. There will be two parts: •
Affiliate Account: this contains:
•
Affiliate ID
•
Login URL
•
Username
•
Password
•
Email Address
•
Product which contains:
•
ID
•
Name
•
Item Price
•
Commission per sale (percentage)
•
Number of people you sent promotion to.
•
Number of sales and conversion rate.
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Download Scheduler You can specify set the items to be downloaded from this section. You can add unlimited number of items to be downloaded. With each item you need to add: •
Title
•
Description
•
URL for the file on the server
•
Automatic Download for the file (Yes/No)
•
One time download or recurrent download.
•
Start Date for download, and time to start downloading
• If Recurrent Download you should set how often does the software check for the files on the membership site?
Membership Profiles The profile should be categorized into 4 or more groups: •
Personal Information (Name, DOB, Home Address, Work Address)
•
Work Information
•
Contact Information
•
Messengers (MSN, Yahoo, Google Talk, SKYPE, ooVoo, IM, AOL, ICQ)
•
Financial Information
A single profile can be common among several Membership sites, and also a membership site can have more than a profile (i.e. many-to-many relation). Profile Features Custom fields can be established for a single contact record or for all your records. Simple data-entry fields, yes/no, multiple choice, formatted phone numbers, email addresses, or dates. It is very important feature for anyone who likes to customize. Filter contacts into a mailing list or excel for easy mailing. Group personal •
Gender
•
Height, Weight
•
Favorites
•
Applications
•
Custom
•
Custom
•
Custom
•
Address, City, State, Zip, Country
Group business •
Work
•
Business
•
Custom
•
Address
•
City
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•
State
•
Zip
Group Communication •
Phone #
•
Email address
•
Chat id's
•
Skype
•
Cell #
•
Custom
•
Custom
Group Financial •
Social security
•
EIN
•
Credit cards
•
Debit cards
•
Store cards
•
Line of credit
•
Bank
•
Credit union
•
Broker
•
IRA
•
Stocks
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Activity Tracker The activity tracker tracks all the user activities on the membership site. Such as the user logins to the membership site, and what pages did he visit there. This should also log any purchases, as well as errors; in addition it should and should provide a few custom logs to track. What are tracked are the time, date, and activity, for reference-purpose.
3.1.3
Download/Activity Reminder
The download reminder is a tool that will inform the user when downloads activity has been conducted. You can set it to work silently or not. If it is set to work silently it will download the files without the user permission. The user can have the option to set the download path. Every membership site will have a folder and the downloaded files will be stored appropriately. At anytime the user can review performed downloads. In addition this feature can also remind the user of pending activities occurring within a membership. For instance they could have bills due on certain dates. This feature would Allow them to login and show the amount and the date the bill is due.
3.1.4
Feeds
This feature help our users to maximize the use of downloads and content resources. It will help updated them with the latest news and opportunities relevant to the resources they hold from their membership. This is a feed that should come up from their scheduler. It is a kind of announcer. It will look at the date they accessed the downloaded files, the software downloaded the products or content and asked them what they have done with these resources. It will give those options. •
Nothing
•
Can't find anything to do with them
•
I am working on them
•
Wish I Knew
If the answer was one of those the software will offer them suggestions and show them the relevant feeds that can assist them. In addition the software will provide them with relevant “leads” that can help them profit from the membership they hold or sell these relevant leads for profit to others in their niche.
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3.1.5
Membership Finder
Membership finder is a major feature of the product. It allow the user to identify markets and places to participate that match there personal and professional needs. It saves them time as they can quickly find the most up to date and popular membership sites on the net in the membership finder. It also operates as a viral tool for those who are accepted as JV partners and have their memberships integrated into the software to be presented as part of the membership finder. There should be a hover callout for every membership that gives a short bio-description of the membership. For every membership the following information will be stored: •
Name.
•
Description
•
Establish Date (the date that this membership site were first published)
•
Category that this site belongs to.
•
URL for the main page (this is our affiliate link so that CCFM can benefit from it).
•
Ranking of this site
•
Cost of the site,
•
Name of owner(s)
•
Address of owner
•
Telephone number of owner
•
Email address of owner
•
Cancellation URL for the site
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3.1.6
Coaching Feature
The coaching feature is related to membership category, so for every membership category there will be a template of questions to be asked of the user, the purpose of those questions is to help the user understand the nature of the membership site. And once he answers those questions his answer will be recorded so he can use it to trigger him to create options he may not have thought of on his/her own. There will also be the ability to compare the results of the questions across several membership sites. The answer will appear in a matrix form. The will equipped the user with organized information focused in a way that will clarify relationship and allow for an informed decision making experience. Better decisions result in more of what the user exactly wants. The coaching questions will be composed of 4 types of answers: •
True or False
•
Multiple choice
•
Essay answers
•
Numbers.
Each membership category added to the software by the user will have by default a questionnaire template that will be assigned to this category. The questionnaires can be updated via internet from time to time, if and when new membership category was added online.
3.1.7
Expense Tracker
The expense tracker allows the users to track how much money they spent and gained through the membership site. I.e. track the Profit Generated from this membership site. The available options are: •
Transactions
•
Analysis
Transactions Transaction is operations were money goes out or come in to your pocket. For each transaction you should specify the following: •
Transaction name
•
Description
•
Date
•
Amount
•
Income or Expense
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Analysis The Expense tracker will ask the client to set the budget for this membership site, and will allow the client to compare the deviation from the budget by subtracting the actual from the earnings. Now compare against other sites. The analysis should answer the following: •
Are we making the mark is it above or below.
•
Which ones out perform expected budget.
•
Which ones fell short?
•
Actual spending is documented monthly
•
Actual earnings are documented monthly.
•
Compare earnings and spending with other sites.
•
Difference in ROI for the sites being compared.
Formula's Used Enquiry
Formula
Are we making the mark?
Measure profitability= Rate of return = net income /revenue
Return on Investments
Return on Investment = Gain – cost of Investment (%)
3.1.8
Data Filling Form
The data filling form is a huge form that is grouped in sections, this form will be filled the first time the user runs the application, and it will be in a wizard form. The filling form is the template for filling profiles automatically. The fields are just the same as the fields mentioned in section 3.1.2.6
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3.1.9
Chatting Tool - To be partially implemented in version 1.0
Chat tool is a marketing tool within the CCFM software system. It allows the enterprise level to gain added exposure and gain access to the members of CCFM. On the other hand it provides those in CCFM to have direct contact almost like a tele-Seminar with the chat host. According to our research for this feature we found that using Jabber the Open Source Internet Messaging Application (server) would be very nice. We can do one of the following: •
Create our own server and have our own chatting client and server.
• Create our own chat tool and use GoogleTalk server. This way you can also talk to your GoogleTalk buddies as well as all those of CCFM. And when you want to chat you should create your own Gmail Account. (I think Google might support us in this feature. And we can have a space for Google Ads in the chat client and benefit from that). The way we see the chat module will be as follows: • There is a chat button on the software; this button opens into a chat module. The module has a display showing all the members in the site by name. • It also has a scheduler; When ever the chat host wants to invite a group to chat they can do so by clicking their chat button on the software. • For "enterprise members" chat is called "chat host" on other members it is called "chat". • Now the chat host may invite immediately all online or schedule in which the chat software will light up and say see available chat and the time chat will start. • What should happen in the chat module of the invited is when chats are available it is lit and when clicked will show a list of available chats. When no chats available it should be dimmed. • Once they click on available chat it will give the date and time. If it is within the actual date and time when they click the chat module it will open group chat, they will enter their nickname and they may then begin chatting. • "Voice chat" would be extraordinary. But will do with text chat for now. This may be scheduled to later version. • In addition there should be a place above the chat where a clickable banner can sit that will show any related ad that the chat host wishes to display. No porn or derogatory, explicit or slanderous stuff will be allowed and will state that explicitly.
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3.1.10 Announcements Tool In addition there can be an announcement link or tool that can open up when users opens software. This should be more like Facebook where it is a small window in the software where announcements can scroll up slowly to let people know what is going on in the CCFM world from its members. Members should be able to deactivate except for administrative announcements. The enterprise access plan will have this access as standard. The deluxe should have as standard. The basic and the pro can use it but only as a paid feature. Hence, "add new feature" link on the software in the older version.
3.1.11 Graphical User Interface 3.1.12 Data Synchronization For every client we will create an online database with the client information. The database will hold a copy of all CCFM data of that particular user, the data will be encrypted. The user will be able to tell CCFM when to start the synchronization process. The purpose of this feature is to help users to store their important data on a secure web server. In case their laptop were stolen or hacked by a virus they can get their information with a click of a button.
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3.1.13 System Security The proposed security system will be carried out by two methods: •
MAC Address
•
Software serial number
•
Ip address (track only – in case of authentication errors)
•
Online Activation
Every member will have a username and password and we will be giving him the ability to add 2 PCs, every time the user run the software, the software will check his registration, if it is correct then the software will open otherwise it won't. The server will always login the users MAC address and be able to track which computer was used at a certain date.
4 System Features Our system has three main functionalities: •
Data Security
•
Personal Membership Manager for Users
•
Viral integration capability.
4.1 Data Security We are offering our clients a tool to help them store their critical information in a way that it cannot be hacked or lost. Their data will be authenticated on a secured online server a stored encrypted offline in case their laptop or desktop got stolen/hacked/pirated/destroyed they can still get their data within minutes once they install the application again. This is because the data is authenticated on a secured online server and stored, encrypted offline.
4.2 My Memberships The tool will also help the users to store information about their individual membership sites, track their activities on those sites, and help them to achieve the maximum benefit from those sites.
4.3 Viral Capabilities For those users who are involved with Marketing on line through the use and ownership of memberships, we are offering them a tool to help them communicate with their members, and introduce them new members and help them to send announcements or advertise on our network.
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4.4 User Levels Capabilities CCFM Software Access Plans
Test-Drive
Basic
Deluxe
Enterprise
Direct Browser Access
Yes
Yes
Yes
Yes
Manual and Automatic Site login
Yes
Yes
Yes
Yes
Multiple Profile Database
Yes
Yes
Yes
Yes
Multi-Category Preloaded Membership Database
Yes
Yes
Yes
Yes
Unlimited Number of Memberships Stored
Yes
Yes
Yes
Yes
Membership Analysis Expense Tracker
Yes
Yes
Yes
Yes
Joined "My Membership" List
Yes
Yes
Yes
Yes
add, delete, save, edit
Yes
Yes
Yes
Yes
Chat*
Yes
Yes
Yes
Yes
Membership Auto fill Data function
Yes
Yes
Yes
Yes
Membership Finder
Yes
Yes
Yes
Yes
Download Reminder/Scheduler
Yes
Yes
Yes
Editable Auto Downloader
Yes
Yes
Yes
Profit Prompts (RSS)
Yes
Yes
Yes
Profit Prompt (RSS and leads) Coaching feature
Yes
Yes
Chat Tool
Yes
Yes
Announcer
Yes
Yes
Email Support
Yes
Special Navigation Function Controls
Yes
Yes
Phone Support
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Yes
4.5 What Each User Plan Can Do CCFM Software Access Plans
Test-Drive
Basic
Deluxe
Enterprise
Can add own information to multiple Profiles
Yes
Yes
Yes
Yes
Can add site information
Yes
Yes
Yes
Yes
Can save own information
Yes
Yes
Yes
Yes
Can save multiple site information
Yes
Yes
Yes
Yes
Can Click to login page of sites
Yes
Yes
Yes
Yes
Can Respond to Chats
Yes
Yes
Yes
Yes
Can Save Multiple Profiles
Yes
Yes
Yes
Yes
Can Delete Profiles
Yes
Yes
Yes
Can Delete sites
Yes
Yes
Yes
Can auto-login to sites on 1 click*
Yes
Yes
Yes
check for downloads and site update(button)
Yes
Yes
Yes
Input download date and expected update data
Yes
Yes
Yes
Can categorize memberships
Yes
Yes
Yes
Can browse other than memberships in browser
Yes
Yes
Yes
Can Access Membership Analysis Expense Tracker
Yes
Yes
Yes
Can edit (without deleting) information on site and profile
Yes
Yes
Yes
Can Change default page
Yes
Yes
Yes
Download reminder
Yes
Yes
Yes
Site update reminder can update or not
Yes
Yes
Yes
Can add links and Rebrand Software
Yes
Yes
(Year worth of phone support $200 value)
Yes
Yes
Can initiate chat and invite all users
Yes
Yes
Can have special offers show in chat
Yes
Yes
Can access full database
Yes
Yes
*
Can call in for support
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4.6 Viral Capabilities for Different Levels and Discount Offers CCFM Software Access Plans
Test-Drive
Enterpris Basic Deluxe e
JV Partner Features
Yes
Membership Finder
Yes
Yes
Yes
Yes
Multi Promotion via built in Joint Venture System
Yes
Yes
Yes
Yes
Instant Endorsement
Yes
Yes
Yes
Discount of 40% on enterprise
Yes
Yes
Yes
Discount of 20% on deluxe 3 months access to Pro
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5 Other Requirements 5.1 Non-functional Requirements This section lists the requirements that don’t map to explicit functions, but rather affects the system performance or other issues. •
Nostalgic Effect for the GUI/ Marketing High tech like e forum submitter or outlook
•
Wizard forms to help users to easily learn and operate the software.
•
Shortcuts to be applied as much as possible.
•
Client side critical Data should be encrypted.
5.2 System Requirements Define any system requirements necessary to support the application. These can include the supported host operating systems and network platforms, configurations, memory, peripherals, and companion software. •
Windows OS (2000 Server, XP, Vista, 2003 Server)
•
512MB Ram 1mg for Vista
•
50 MB of disk storage
•
.NET Frame work 2.0
•
Network Card
•
Internet Connection available.
PS: those requirements might change according to our progress.
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