Project Management Risk Management

Trusty Carpets’ ERP/CRM SaaS technology solution will be implemented by Sererra, a vendor that specialize in cloud computing technology. The vendor will install, configure and manage Trusty Carpets’ database virtually. Once the company’s customer data is transferred, it is then stored in cloud-based servers. The implementation of routers will give Trusty Carpets’ computers more versatility in gaining access to the internet and servicing customers. The company’s employers and third-party partners can retrieve and upload customer information, such as general billing information, customer transactions, and inquires, via the Internet by providing a user name and password. This will enable all business entities remote access to the business data with the use of any device with online capabilities. This cloud-based technology will allow access to Trusty Carpets’ ERP/CRM application at anytime and anywhere.

Although the Sererra will provide the hardware infrastructure, Trusty Carpets is responsible for acquiring the following equipment: 24- Port switch, printer/scanner/fax/copier, All-in-One desktop, 2 laptops and tablets that will be used by the company’s employees. Verizon, the Internet Service Provider (ISP) chosen by Trusty Carpets, will provide the wireless router as well as a high-speed DSL business bundle package that includes phone service. This wireless router offers firewall protection. Verizon phone service offers call holding, call forwarding, call waiting, 3-way calling, automatic callback, voice mail, multiple phone lines, etc. which will allow Trusty Carpets to provide excellent customer service to anyone calling the business. The ISP will also provide 9 IP addresses and webhosting services for Trusty Carpets’ staff. The wireless router will allow the company’s sales staff wireless access while on the premises. The ISP will provide anti-viral software with the business package that Trusty Carpets’ will acquire. Verizon Internet Service will provide Trusty Carpets internet access to connect with Sererra cloud technology through a front-end portal.

Trusty Carpets’ SaaS vendor will provide NetSuite ERP and Microsoft Dynamics CRM software products that will provide front and back office integration with the use of only one single database system. The ERP software offers real-time view needed for faster and better decisions; improve workforce productivity with anytime and anywhere access. NetSuite ERP also offers BPO Partnership program that will allow Trusty Carpets’ and its partners a unified cloud-based ERP solution which will permit shared client information. NetSuite ERP will be used to help Trusty Carpets manage it business and relationships while providing important benefits that will increase revenue and decrease costs.

The chosen CRM software, Microsoft Dynamics, offers the following: improves sales performance through forecasting and commission management; elevates productivity across the organization with an extended view of customers; offers marketing automation; integrated ecommerce capabilities; and the software is user-friendly. Micro Dynamics offers campaign management that will enable design and supervision of tailored campaigns across social media, email, and direct mail. Microsoft Dynamics CRM with MailChimp integration will allow Trusty Carpets to bulk emails, including newsletters and store offers, to be sent out to customers from within the CRM. This technology will also help Trusty Carpets build an email list from social media sites and customers visiting Trusty Carpets’ website. Sererra will be responsible for building and managing Trusty Carpets’ website and marketing campaign using the latest search engine strategies. Information obtained from customers on the website will automatically upload to the company’s virtual database.

Serrera will integrate ERP/CRM software packages with the use of NetSuite Open Air Connect. The NetSuite Open Air Connect will also integrate Microsoft Office Business software, which will be used for Trusty Carpets’ desktop application. Microsoft Office Business application will enable Trusty Carpets’ employees to communicate with the one another as well as customers and business partners via Outlook email accounts and instant messaging. This software is a full office package that also includes Word, Excel Spreadsheet, PowerPoint, Publisher, OneNote and Lync. This software could be used to create marketing materials, business reports and other business documents. All current customer data and data required to manage Trusty Carpets’ virtual system will be entered by Sererra and will be maintained throughout the life of the contract. Trusty Carpets’ staff will be responsible for inputting new customers and potential customers’ information of individuals that physically visit the store, after receiving proper training on how to use the new technology. The vendor selected will provide physical or virtual employee training at no additional costs.

Verizon iPad Air 2 Tablets with CWR Mobile CRM mobile app will be used by Trusty Carpets’ sales force while out in the field. This app is available to individuals using Microsoft Dynamics CRM. The CWR CRM application will give the sales staff real-time access to customer accounts from the tablets. The sales staff will also have the option of placing customer orders, send and receive information within minutes. CWR Mobile platform offers secure authenticated transmission and provide the highest encryption levels available. If a device is lost or stolen, Trusty Carpets can remotely delete all data from the device. This tablet offers Touch ID fingerprint sensor for additional data security.

The Verizon Jetpack offers Internet access outside of the office and will be used by the sales staff in the field. The jetpack offers connection up to 20 hours and doubles as a universal charger for external devices. This hardware offers additional security by enabling only selected devices to connect to it. The Apple iPad Air2 also provides McAfee anti-viral and Asurion Mobile protection. This protection enables Trusty Carpets’ sales staff to surf the web, check email and video chat without compromising data security. Sererra offer IDSs, Intrusion Detection Systems, which are implemented and used to observe and document activities to identify impending invasions, malicious actions and strategy violations.

For Trusty Carpets’ physical security, FrontPoint Security was chosen. The security monitoring system will provide the company with 24 hour monitoring; entry sensors and motion sensors to protect the business from break-ins; smoke and heat detectors that will alert the proper authorities if a fire occurs on the premises; and flood, temperature and carbon monoxide detectors. The plan offers cellular and internet monitoring as well as follow-up notifications. The application of the proposed technology solutions mentioned will enable centralized management of all resources among the business and entities involved. Incorporating this technical solutions will also offer scalability which will support any future expansion goals.